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 includes tax-efficient planning for business capital transactions and family wealth transfers, as well as representation before federal and state taxing authorities.
experience:
- 4 Years with Hannis T. Bourgeois
- 10 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
btate@htbcpa.com
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