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Brad Loman

Partner, Tax Services
Professional Experience

Brad joined GreerWalker LLP in 2011 and currently serves as the Partner-in-Charge of our tax practice. Prior to joining the firm, he was a manager at a big four accounting firm where he worked for over five years.  Brad has significant experience serving clients with complex partnership and corporate structures primarily focused on real estate, financial services, and private equity.

Brad focuses on providing practical, high value solutions for his clients. He regularly assists clients with mergers and acquisitions, due diligence, and structuring tax-efficient transactions. Serving a diverse client base has provided Brad with invaluable experience in dealing with the complex tax issues faced by companies and their owners.

Industry Focus
Areas of Expertise

Partnership Taxation, Corporate Taxation, REIT Taxation and Qualification, Mergers & Acquisitions, Tax Due Diligence, Tax Accounting Methods, Like-Kind Exchanges, State Income & Franchise Tax Planning

Education

Bachelor of Science, Business Administration, The University of North Carolina, Chapel Hill
Master of Accounting, The University of North Carolina, Chapel Hill

Certification

Certified Public Accountant, North Carolina, Certificate #33691

Professional Affiliations

American Institute of Certified Public Accountants
North Carolina Association of Certified Public Accountants
NAIOP
Urban Land Institute

Community Activities

Arts & Science Council – Cultural Leadership Training Program, Class of 2014 – 2015
Clayworks – Former Treasurer and Board of Directors

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