Gail Waham
CPA, CDFA
Principal
As a trusted tax advisor, Tricia takes a proactive approach to tax planning and consulting to help clients achieve their goals.
Gail joined Cassady Schiller in September 2001. Gail specializes in serving the business and tax needs of closely-held businesses and high net worth individuals. She also has experience in implementing a wide array of tax planning strategies and techniques. Gail enjoys the close interaction with clients and the opportunity to serve as a valued business advisor. Gail’s experience in corporate tax includes joint venture formation, employee benefits, executive compensation planning, mergers, acquisitions and divestitures, trading operations, mark-to-market accounting and foreign currency transactions. She also has a number of years of experience with the IRS Audit and Appeals process. Gail holds a Bachelor’s degree in Business Administration from the University of Cincinnati. She also obtained her MBA in Quantitative Analysis from the University of Cincinnati.Gail is a member of the American Institute of Certified Public Accountants (AICPA), the Ohio Society of Certified Public Accountants (OSCPA), and the Cincinnati Woman’s Club. Gail was a former board member and treasurer for United Coalition for Animals (UCAN), former board member and former treasurer for Sterling Run Farm HOA. She is currently a member of the Cincinnati Alumnae Association of Kappa Kappa Gamma.
