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