Brad started his career approximately 20 years ago working as a revenue agent with the Internal Revenue Service (IRS). The background with the IRS and a Masters Degree in Taxation (MT) from University of Denver provides a solid foundation in helping businesses, both private and public. Brad’s area of concentration include federal and state tax planning and compliance , ASC 740, Accounting for income taxes (including documentation of uncertain positions), entity choice, and strategic plans and forecasts.
Brad’s clients benefit from tax strategies that work with the short and long range business objectives. Listening to individuals and management teams’ objectives and educating on the tax options provides a collaborative approach. This can involve merger and acquisitions planning in partnership and corporations, Oil and Gas services and E&P, Section 263A capitalization analysis, or other complex situations.
Brad enjoys the collaboration, the foundation of BKM Sowan Horan, that comes from working with dedicated professionals and managing a diverse group of clients.
Certified Public Accountant (CPA), Texas
Master of Taxation, University of Denver Graduate Tax Program, 1995
BBA, Accounting, Oklahoma State University, 1993
Manufacturing and Distribution
Professional and Community Involvement:
American Institute of Certified Public Accountants (Member)
Texas Society of Certified Public Accountants (Member)
Texas Society of Certified Public Accountants – Dallas Chapter (Member)
Boy Scouts of America – Troop 207 (Volunteer)
Dallas Children’s Museum (Treasurer, 2001-2004)
GATE Home School Association (Board of Director, 2011- Present)
Publications and Speeches:
FIN 48 Seminar, September 2007
Capitalization of tangible property expenditures, March 2012
ASC 740, Accounting for Income Taxes
Tangible Property Expenditures and Capitalization