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 ServicesAreas 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
