Brian Hathaway is a senior tax manager in Wipfli’s private client tax services group. An experienced advisor, he focuses on the estate, trust, and gift areas, individual tax planning and compliance. Brian is committed to building client relationships and providing excellent service.
- Estate tax advising, reporting, and return preparation
- Trust tax planning and compliance
- Gift tax advising and reporting
- Complex individual tax planning and compliance for high-net-worth individuals
- Review of trust documents to determine proper trust classification, distribution provisions, beneficiaries, and appropriate state filings
- Preparation of decedents’ final income tax returns and consideration of special issues and elections
- Certified Public Accountant
- American Institute of Certified Public Accountants (AICPA) - Member
- Minnesota Society of Certified Public Accountants (MNCPA) - Member
St. Cloud State University
- Bachelor of science degree in accounting