Heidi Bucklew

Heidi L. Bucklew, CPA, CFE, CFF

Senior Manager, Wipfli Advisory LLC

Heidi Bucklew is a senior tax manager with over 20 years of public accounting experience. She concentrates her efforts in the private client group, focusing on taxation for high-net-worth individuals, their families and their businesses. She leverages her extensive experience to provide tax compliance and help clients plan for the future. In addition to tax work, Heidi has prior experience in the areas of fraud and litigation.

  • Corporate, partnership, and individual tax planning and compliance
  • Nonprofit taxation
  • Trusts and estates
  • Family office services

  • Certified Public Accountant
  • Certified Fraud Examiner
  • Certified in Financial Forensics

  • Illinois CPA Society (ICPAS) - Member
  • Association of Certified Fraud Examiners (ACFE) - Member
  • American Institute of Certified Public Accountants (AICPA) - Member
  • AICPA Litigation Task Force - Former memberĀ 
  • Coauthor of AICPA Practice Aid 10-1, Serving as an Expert Witness or Consultant

University of Missouri - Columbia, Missouri
  • Bachelor of science degree in accountancy
  • Bachelor of arts degree in French
Expertise and services

SERVICES

Latest case studies, resources, and insights

  • Mature financial consultant advising a happy young couple while using a laptop. Horizontal shot.

    WEBINAR | TAX

    Reduce your personal tax liability with year-end planning tips

    The Wipfli private client team prepared year-end tax planning tips to improve your tax and financial plans. Attend the live webinar on December 5.