Partners, principals and associates

Brian Hathaway Minneapolis

150 S 5th Street
Minneapolis, MN 55402

Tel:

952.548.3390


Email: bhathaway@wipfli.com

Brian C. Hathaway, CPA

Senior Tax Manager

Brian Hathaway is a senior tax manager in Wipfli LLP’s private client tax services group.  An experienced advisor, he focuses on the estate, trust, and gift areas; individual tax planning and compliance; and international tax services.  Brian is committed to building client relationships and providing excellent service.

Certifications

  • Certified Public Accountant

Professional Memberships and Activities

  • American Institute of Certified Public Accountants (AICPA) - Member
  • Minnesota Society of Certified Public Accountants (MNCPA) - Member

Services

CPA Tax Services Private Client Services

Areas of Focus

  • 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
  • International tax compliance

Education

St. Cloud State University
  • Bachelor of science degree in accounting