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Real Estate Family Office & Private Wealth West
June 5-6, 2025
Monarch Beach ResortDana Point, CA

Brad Werner
Partner at Wipfli
Speaker

Profile

Brad Werner is the leader of Wipfli’s construction and real estate practice and an audit partner whose primary focus is on attest and accounting services. Working closely with members of management to improve their overall operations, he provides value to clients by offering broad experience in many industries and aspects of accounting and financial reporting. Brad ensures efficiency through solid planning and organizational skills in coordinating all aspects of each engagement. He effectively communicates complex accounting issues and solutions to his clients, enhancing overall retention.

Agenda Sessions

  • Tax Issues, Investment Structures, & Succession Planning Solutions

    9:30am

At this event