Brad Tate is a senior manager in our New Orleans office serving closely held businesses and their owners across a wide range of industries, including community banking, construction, retail, real estate and professional services. Brad’s work with our clients include tax-efficient planning for business capital transactions and family wealth transfers, as well as representation before federal and state taxing authorities.

experience:
  • 8 Years in Public Accounting
education:
  • B.S. Accounting – Southeastern Louisiana University
  • JD - Louisiana State University, Paul M. Hebert Law Center
  • LL.M - University of Alabama

Contact Info:

504.274.0200

650 Poydras St., Suite 1200
New Orleans, LA 70130

specialization:
  • Income Tax Compliance for Closely Held Businesses
  • Federal Estate & Gift Planning
  • Expert Reports
  • Business Succession Planning
  • Litigation Support Consulting
  • Business Valuations
  • Trust, Estate, & Individual Tax Planning
  • Representation in Examinations with Taxing Authorities
professional and civic involvement:
  • American Bar Association
  • Louisiana State Bar Association
  • Jefferson, Baton Rouge, and New Orleans Bar Associations
  • Leadership Jefferson Alumnus
  • 2017-2018 Louisiana State Bar Association Young Lawyer’s Division Chair
  • New Orleans Estate Planning Council
  • New Orleans Planned Giving Council
  • Judges & Lawyers Assistance Program, Board of Directors