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Chad R. Gall, CPA/CGMA, TEP, AEP

Principal + Tax (314) 655-5572 |
Specialties
  • Family Wealth and Estate Planning
  • Roth Conversion Analysis
  • Tax Planning and Compliance
  • Multi-State Tax Planning
  • Family Business
  • Employee Benefit Tax Consulting
  • Elder Care
  • Employee Benefit Plans
  • 5500s

Professional Profile

Chad is a principal in the Family Wealth and Estate Planning Group, lending his expertise to business owners and families on Roth IRA conversions, retirement planning, estate and trust planning and multi-state tax planning. He also works on 5500s for employee benefit plans. In addition, his knowledge of Caseware software helps guide accounting and audit services throughout the firm.

Education & Certifications

  • B.S. Accountancy, Southern Illinois University – Edwardsville, IL
  • Certified Public Accountant (CPA), State of Missouri
  • Chartered Global Management Accountant (CGMA)
  • Registered Trust and Estate Practitioner (TEP), awarded by the Society of Trust and Estate Practitioners
  • Accredited Estate Planner (AEP), awarded by the National Association of Estate Planners & Councils

Professional Organizations

  • Missouri Society of Certified Public Accountants (MOCPA)
  • American Institute of Certified Public Accountants (AICPA)
  • Estate Planning Council of St. Louis
    • Board Member
  • Society of Trust and Estate Practitioners
    • Organizing Committee Member
  • International Foundation of Employee Benefit Plans
  • The Rainmaker Academy

Community Leadership

  • Young Friends of St. Louis Children’s Hospital

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