BRIAN W. MATTHEWS CPA, CM&AA

Brian joined Schneider Downs in January 2007 and has more than 15 years of public accounting experience. Brian has extensive experience providing consulting services including buy side and sell side diligence and financial modeling. Brian will be responsible for the coordination, management and overall delivery of services.

Prior to joining the Business Advisory Group, Brian provided audit and assurance services to a variety of industries, including construction, manufacturing, transportation and radio broadcasting, in addition to clients in the not-for-profit sector and with publicly traded and private equity owned entities.

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Do you have a hobby/personal passion?  
Hockey and golf

What was the best advice you’ve ever received?  
Treat people as you would want to be treated.

Who is your role model?  
My parents.

What was your childhood dream?  
Professional athlete, but having been a multiple sport athlete, the dream changed each season.

If you could go back in time, what advice would you give your college self?
After failing the Taxes I mid-term…it’ll all be okay.

People would be surprised to know that I…  
Have a 3rd degree black belt in Tea Kwon Do.  I started at 5 years old and stuck with it all the way through high school.

What is the best or most interesting thing about your career?  
I’m really helping our clients and communities be better.  My career is so much more than the stereotypical accountant.

What was your first job?  
Lot attendant and mechanic’s assistant at my dad’s garage.

Do you have a “motto”? (spoken or unspoken)  
Go for it.

When you have an hour of free time, what do you like to do? 
Relax and just enjoy the down time with my family; there’s not a lot of it!  By relax, I’m probably playing hockey or some other sport with my kids.

Do you have advice for young professionals?  
Find a career, not a job.

Our Thoughts On

FEATURED

Big Problem: Large Tax Burden In The Succession Plans Of A Family Business.


Big Thinking: Creating A Grantor Trust To Save $1.5 Million.

GREG ALLISON is responsible for estate and succession planning for business owners, executives and high-net-worth individuals. He also prepares annual income tax returns for estates and trusts in addition to gift tax returns, federal estate tax returns and state inheritance tax returns.
One of Greg’s clients was a father wanting to retire and give his son 100% ownership of their company. Giving his 80% share in the company would result in a $1.5 million tax due on redemption. Greg’s team was able to avoid the $1.5 million tax and introduce asset protection by having the father creator a grantor trust instead. “By creating a grantor trust, the father was able to sell his shares under the same terms as redemption but save money since no gain is recognized on the sale,” said Greg. “We were also able to integrate asset protection into the structure and procure the recurring tax and attest services.” 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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