Brenda Graat

Brenda Graat

Partner, CPA · +1 (414) 777 5393
Leave a messagearrowCreated with Sketch.

Brenda is a partner on the construction and real estate team and has been with the firm since 2002.

  • Specializes in tax planning and compliance for high net worth individuals and closely-held businesses
  • Represents clients before IRS and state taxing authorities
  • Performs high-level tax research
  • Reviews clients’ existing tax structures and practices and provides suggestions for improvement
  • Assists clients with conversion to S corporation status
  • Works with CaseWare, FAS programs and PROFX
  • Has experience preparing audited, reviewed and compiled financial statements
  • Has continual exposure with partnership taxation issues as they relate to formation, dissolution and income allocation
  • Assists clients with the tax compliance and calculations involved with sales of property and like kind exchanges
  • American Institute of Certified Public Accountants (AICPA)
  • National Association of Industrial and Office Properties
  • Wisconsin Institute of Certified Public Accountants (WICPA)
  • Four articles with The Tax Advisor:
    -Graat, B., Malczewski, J. (2015) “Meeting the 100-Hour Significant Participation Activity Test”
    -Graat, B., Sanders, P. (2017) “Recommendations for Charitable Contributions Made by Businesses”
    -Graat, B. (2018) “Sale of Improved Land: Capital or Ordinary Gain”
    -Graat, B. (2019) “Like-kind Exchanges and Personal Property”
  • Two articles with the Journal of Accountancy:
    -Graat, B. (2019) “Like-kind Exchanges and Personal Property”
    -Graat, B. (2020) “Like-kind Exchanges are now Clearer”
  • Provided a Case study on BT site: Change in accounting method nets rental real estate developer $2.3 million in tax deduction

Location

Wisconsin

Education

Masters of Business Administration

Bachelor of Business Administration in accounting
Marquette University (Milwaukee, Wisconsin)