Brianās focus is on all things tax, including planning, compliance, and research for businesses and individuals. He has extensive experience in the areas of estate and gift planning, mergers and acquisitions, exit and succession planning, investment real estate transactions, and state and local taxation.
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Brian joined Cassady Schiller in 1992. In 2006, Brian became a partner. In his time as a partner, he has served as Director of Tax, a member of the compensation committee and as a member of the Cassady Schiller Cares committee.
Brian graduated with honors from the University of Cincinnati, which he attended on a full academic scholarship. Upon receiving his undergraduate degree, Brian sat for the CPA exam and passed all sections in his first attempt. He later returned to his alma mater and obtained his Master of Science in Taxation. In 2023, Brian completed the Chartered Advisor in Philanthropy (CAPĀ®) program.
In 2015, Brian was recognized as one of the Top 10 Accounting Professionals in Ohio. He is a member of the American Institute of Certified Public Accountants (AICPA), and the Ohio Society of Certified Public Accountants (OSCPA). Brian serves on the Elder High School Alumni Board of Governors and is a member of the finance committee for the Society of St. Vincent de Paul of Cincinnati. In addition, Brian is on the Fundraising Committee for an endowed scholarship fund of Elder High School.