Brendan has extensive experience advising high-net-worth individuals and business owners on estate, trust, and gift tax planning and compliance. As a trusted advisor, he develops sophisticated estate, business succession, and income tax strategies that align with each client’s financial priorities and long-term legacy planning goals.
With a background in both accounting and law, Brendan combines technical expertise with a practical understanding of complex tax regulations to deliver thoughtful, customized solutions that preserve and transfer wealth efficiently across generations.
Brendan earned a Bachelor of Arts in Economics from Denison University and a Juris Doctor from the University of St. Thomas, where he graduated magna cum laude. He is a member of the American Institute of Certified Public Accountants.
CohnReznick Advisory, LLC (National Tax - Trust and Estates)
Baker Tilly
Copeland Buhl PLLP
Boulay Group PLLP
American Institute of Certified Public Accountants
BA, Economics, Denison University
JD, University of St. Thomas, magna cum laude
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