BRETT T. CUBELLIS CPA

Brett has more than 10 years of experience providing tax advisory services. He has served privately-held corporations, partnerships, LLCs and individual clients, advising on various issues involving federal, international and state and local tax matters. Brett is primarily involved in tax planning, research and compliance issues for corporate and pass-through entities as well as individuals.

Brett has extensive experience working with companies operating in industry sectors ranging from automotive/motorcycle, retail, transportation and logistics, real estate, construction and service companies. He also has experience with transfers and acquisitions of interests in partnerships and closely-held corporations, as well as clients with tax exposure from foreign owned investments.

Professional and Community Involvement

Member—The American Institute of Certified Public Accountants
Member—The Ohio Society of Certified Public Accountants

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Do you have a hobby/personal passion?   
My passions are family (which includes our dogs), friends, travel, and exercise.

What was the best advice you’ve ever received? 
Treat others the way you want to be treated.

People would be surprised to know that I… 
My wife and I own and operate Verve, a gym in Columbus, OH.

What is the best or most interesting thing about your career?
Helping clients and coworkers solve problems on a daily basis.

What was your first job?
Little league umpire

Do you have a “motto”? (spoken or unspoken)
The way you do anything is the way you do everything.

When you have an hour of free time, what do you like to do?  
If I have a free hour, I will likely either be at the gym or finding some home improvement project to tinker with.

Do you have advice for young professionals? 
Be relentlessly curious – there is something new to be learned every day.

Our Thoughts On

FEATURED

Big Problem: High Tax Burden For Family-owned Franchisor.


Big Thinking: Comprehensive Planning For A 15% Tax Reduction.

A tax shareholder with more than 25 years of private and public accounting experience, CHRIS MCELROY joined Schneider Downs in 2017 and advises clients in diverse sectors, including consumer products and retail, healthcare, and manufacturing and distribution. Chris' team went to the aid of a family-owned retailer/franchisor that needed to reduce its tax burden to better align with the long-term vision for the business. Schneider Downs' shareholder-led service model positioned the team to have a sophisticated understanding of the client's objectives and leverage opportunities afforded by the Tax Cuts and Jobs Act. "We helped the client implement a structure to get requisite cash flows to the owners while taking advantage of favorable corporate tax rates, non-U.S. tax planning, and other tax provisions such as QBI and FDII,” said McElroy. “We were able to reduce their overall annual global tax burden by nearly 15% as a result." Schneider Downs provides Big Thinking and Personal Focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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