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

Professional Profile

Chad is a tax partner and member of the Family Wealth and Estate Planning Group. He lends 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

• 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
• Certified Public Accountant (CPA), State of Missouri
• Chartered Global Management Accountant (CGMA)
• B.S. Accountancy, Southern Illinois University – Edwardsville, IL

Professional Organizations

• Missouri Society of Certified Public Accountants (MOCPA)
• American Institute of Certified Public Accountants (AICPA)
• Estate Planning Council of St. Louis
  • President (2021-2022)
  • Board Member
• Society of Trust and Estate Practitioners
  • Organizing Committee Member
• International Foundation of Employee Benefit Plans
• The Rainmaker Academy

Community Leadership

• Trenton Park Boosters
• Trenton Knights of Columbus

Awards

• Top Estate Planning Professional
  • St. Louis Small Business Monthly, March 2018