Brandi Finn
STRATEGIC TAX ADVISOR
Employed
Available
Client Engagement| Tax Consulting | Asset Protection
Motivated tax consultant experienced providing tax advice and planning services to clients to drive business decisions. Partner with businesses to identify tax-saving opportunities, solve problems and improve after-tax results. Advise clients in connection with acquisitions, divestitures, joint ventures and restructurings. Assess clients’ tax capabilities and obligations. Serve as strategic advisor to ensure clients understand and implement requirements for achieving business tax, tax withholding, reporting and compliance objectives.
Motivated tax consultant experienced providing tax advice and planning services to clients to drive business decisions. Partner with businesses to identify tax-saving opportunities, solve problems and improve after-tax results. Advise clients in connection with acquisitions, divestitures, joint ventures and restructurings. Assess clients’ tax capabilities and obligations. Serve as strategic advisor to ensure clients understand and implement requirements for achieving business tax, tax withholding, reporting and compliance objectives.
Senior Tax Consultant
STRATEGIC TAX ADVISORS (Part of CBS)
Since 2006
Chicago
United States - Illinois
- Engage with clients on behalf of this preeminent tax planning firm meeting needs of small and medium businesses seeking tax consulting for asset protection or assistance with tax planning / mitigation strategies. Gather tax information and returns to identify gaps or issues related to legal situations, including structures, assets and tax designations. Recommend structures given clients’ specific situations and prepare associated reports.
● Analyzed operations and structures of closely-held businesses and recommended strategies regarding entity structuring, sophisticated income tax planning, healthcare planning, retirement planning, business succession, estate planning, accounting methodologies and tax credits.
● Worked with clients to understand details and benefits of setting up transactions and systems; advised on structuring agreements to provide long-term value.
● Recognized for providing strategic advice regarding reductions in tax liabilities and restructuring operations for financial feasibility and business success.
● Collaborated with internal analyst and oversaw report preparation and associated changes prior to submission to clients.
● Maintained knowledge of changes in tax statutes and regulations and determined tax impact to clients.
Associate
HENDRICKSON, EVERSON, NOENNIG & WOODWARD, P.C.
2001
to 2006
Billings
United States - Montana
- Collaborated with senior partner regarding estate and gift planning, individual, corporate and partnership tax. Assisted with planning and probate of estates, which included drafting wills and trusts and reviewing federal and state tax returns. Drafted documents related to asset and stock acquisitions, mergers, entity formations and tax deferred property transactions. Cultivated and maintained positive client relationships.
Bachelor of Science in Business Administration: Emphasis Accounting & International Business
UNIVERSITY OF MONTANA
1997
Honors
Admissions & Certifications:
Montana State Bar Association; North Carolina Bar Association
CFP Designation (in progress)
Admissions & Certifications:
Montana State Bar Association; North Carolina Bar Association
CFP Designation (in progress)
- Tax Research & Documentation
- Tax Legislation
- Project Management
- Client Relationship Development
- Strategic Analysis
- Asset Protection
- Report Preparation
