Brad Loman, CPA
Brad joined GreerWalker LLP in 2011 and is currently the Partner-in-Charge of our tax practice. Prior to joining the firm, he was a manager at a big four accounting firm where he worked for over five years. Brad has focused the majority of his career serving clients with complex partnership and corporate structures primarily focused in real estate, financial services, and private equity.
Brad focuses on providing practical, high value solutions for his clients. He regularly assists clients with mergers and acquisitions, due diligence, and structuring tax-efficient transactions. Serving a diverse client base has provided Brad with invaluable experience in dealing with the complex tax issues faced by companies and their owners.
Real Estate, Financial Services, Manufacturing/Distribution, Construction, Service Businesses
Areas of Expertise
Partnership Taxation, Corporate Taxation, REIT Taxation and Qualification, Mergers & Acquisitions, Tax Due Diligence, Tax Accounting Methods, Like-Kind Exchanges, State Income & Franchise Tax Planning
Bachelor of Science, Business Administration, The University of North Carolina, Chapel Hill
Master of Accounting, The University of North Carolina, Chapel Hill
Certified Public Accountant North Carolina, Certificate #33691
American Institute of Certified Public Accountants
North Carolina Association of Certified Public Accountants
Urban Land Institute
Arts & Science Council – Cultural Leadership Training Program, Class of 2014 – 2015
Clayworks – Board of Directors (2015-2021), Treasurer (2016-2018)
Brad's email address is firstname.lastname@example.org