Windham Brannon Announces New Leadership Team For High Net-Worth Practice

ATLANTA, March 13, 2014 /PRNewswire/ -- Windham Brannon, a leading provider of tax, audit, accounting and advisory services, has announced a new leadership team for its high net-worth practice. 

Windham Brannon's Barbara Coats and Courtnay Bazemore will serve as co-leads for the firm's growing practice area, with a continued focus on providing high-level tax counsel to help individuals and families preserve and grow their wealth.  Coats and Bazemore succeed Jim Underwood, who retired in January.

Coats has been with Windham Brannon for 22 years, most recently serving as principal for tax compliance and planning. She specializes in tax planning for high net-worth individuals and businesses;  financial and retirement planning; income tax planning, preparation and agency examination; inbound and outbound international investment; as well as several industry market segments, including manufacturing, technology, real estate, mining and construction. Coats received the Distinguished Member Award from the Georgia Society of Certified Public Accountants and is an active speaker for the organization.  

Bazemore has more than 20 years of experience in individual tax compliance and planning, estate planning, family partnerships, trusts and estates.  She also advises individuals in the areas of executive compensation and philanthropic strategies. Bazemore has been with the firm since 2003, having served as a principal at Tarpley & Underwood, an accounting firm that merged with Windham Brannon in 2011.  She currently serves on the board for the Atlanta Estate Planning Council and is on the Planned Giving Advisory Board for the Community Foundation for Greater Atlanta.

"Windham Brannon was founded in 1957 on our high net-worth line of services, and the practice area continues to grow, representing more than 25 percent of our business today," said David Kloess, President & CEO, Windham Brannon. "What sets Barbara and Courtnay apart is not only their extensive experience and technical expertise, but their ability to take a personalized approach with each client to understand the dynamics and customize a strategy for future success."

About Windham Brannon

Windham Brannon is a recognized leader in providing audit, tax, accounting and advisory services for businesses, not-for-profits and high net-worth individuals. While the firm's technical expertise is second to none, Windham Brannon offers clients so much more. Clients find a more proactive approach, more attention to their priorities and more investment in their relationship to ensure needs are anticipated—and met with confidence. Windham Brannon takes pride in the fact that it is re-defining the role of the typical CPA firm. Since 1957, the firm has been providing each client with exceptional proficiency, but also the personalized level of service delivered by a strong team that is driven, resourceful and well connected. Visit www.windhambrannon.com to find out how Windham Brannon is committed to offering more.

SOURCE Windham Brannon

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