Larry Powell is an Estate, Gift, and Trust tax specialist, and was named Chair of the firm’s Personal Wealth Planning Services Group. His specialties include income tax planning, estate planning and business succession planning. He is also a member of the firm’s Tax Committee, ensuring the overall quality control of the firm’s tax practice.
Larry understands that the foundation of wealth planning is actively listening to ascertain a client’s goals, and then providing experienced feedback to achieve the desired result. Income tax preparation and planning are critical to preserving wealth, and Larry has over 24 years of experience working with individuals and business owners in this capacity.
Tax and succession planning for closely held business depends on understanding how it relates to the individual owner’s tax situation. Larry understands both sides of the ownership equation and can ensure planning is done congruently to achieve the best results. He is a frequent speaker on tax and estate planning topics.
CPA – State of Ohio
CFP – Certified Financial Planner
American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
Institute of Certified Financial Planners
Institute for Divorce Financial Analysts
BSBA, Accounting, Murray State University
Phone: (937) 226-0070
Fax: (937) 226-1626