Tod Wagner

Tod Wagner Email and Phone Number

Tax Strategist for Business Owners & High Net Worth Individuals ★ Succession Planning ★ Mergers & Acquisitions @ Bober Markey Fedorovich
Tod Wagner's Location
Cleveland, Ohio, United States, United States
Tod Wagner's Contact Details

Tod Wagner personal email

n/a

Tod Wagner phone numbers

About Tod Wagner

CliftonStrengths: Relator * Belief * Responsibility * Learner * Self-AssuranceServing in a dual role as both managing partner of our Cleveland office and Partner-in-Charge of BMF’s Taxation Services practice, Tod brings three decades of business management experience to the firm’s clients. Tod delivers high-level advisory services to middle market businesses and their owners in the areas of corporate and individual tax planning. In working with high net worth family groups and family offices, Tod helps clients align their personal, financial, charitable and legacy goals. His expertise also includes estate and succession planning, business valuation, and represents clients before taxing authorities.As Partner-in-Charge of Taxation Services, Tod sets the vision and direction of the firm’s tax practice, ensuring that the firm’s expertise and resources are aligned with the current and future needs of our clients. Tod’s philosophy as a tax advisor extends beyond compliance and reporting to include a broader consultative approach that blends financial and business strategy needs into a tax strategy that aligns with the client’s personal and business goals. Along with tax and financial planning, Tod has extensive expertise with mergers and acquisitions including tax diligence, business valuations, negotiation of deal terms, and innovative transaction structuring strategies.Tod was with Arthur Andersen for nine years, and Libman, Goldstine, Kopperman & Wolf, Inc. for more than 13 years before merging with BMF in 2014.

Tod Wagner's Current Company Details
Bober Markey Fedorovich

Bober Markey Fedorovich

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Tax Strategist for Business Owners & High Net Worth Individuals ★ Succession Planning ★ Mergers & Acquisitions
Tod Wagner Work Experience Details
  • Bober Markey Fedorovich
    Partner In Charge, Taxation Services
    Bober Markey Fedorovich Jan 2019 - Present
    Akron, Ohio, Us
    As Partner-in-Charge of Taxation Services, Tod sets the vision and direction of the firm’s tax practice, ensuring that the firm’s expertise and resources are aligned with the current and future needs of our clients. Tod’s philosophy as a tax advisor extends beyond compliance and reporting to include a broader consultative approach that blends financial and business strategy needs into a tax strategy that aligns with the client’s personal and business goals.
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  • Bober Markey Fedorovich
    Managing Partner - Cleveland Office
    Bober Markey Fedorovich Aug 2015 - Present
    Akron, Ohio, Us
    Working closely with the CEO, Tod focuses on the continued growth and expansion of the Cleveland office. Along with his broad background in corporate and individual tax planning, Tod has extensive expertise with mergers and acquisitions, having created tremendous tax savings for clients through innovative transaction structures and negotiation of attractive deal terms.
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  • Bober Markey Fedorovich
    Partner
    Bober Markey Fedorovich Nov 2014 - Aug 2015
    Akron, Ohio, Us
    Specialties: Merger and Acquisition Planning, Corporate Structuring, Pass Through Entities, Succession Planning, Trust and Estate Planning, Tax Controversies
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  • Libman, Goldstine, Kopperman & Wolf
    Shareholder
    Libman, Goldstine, Kopperman & Wolf Sep 2001 - Oct 2014
  • Arthur Andersen Llp
    Manager
    Arthur Andersen Llp Sep 1993 - Sep 2001

Tod Wagner Skills

Tax Mergers Corporate Tax Income Tax Cpa Tax Preparation Tax Accounting Due Diligence Estate Planning Business Valuation Mergers And Acquisitions International Tax Accounting Financial Reporting Auditing Internal Controls Partnership Taxation Tax Research Financial Analysis Sec Filings Succession

Tod Wagner Education Details

  • Miami University
    Miami University
    Accounting

Frequently Asked Questions about Tod Wagner

What company does Tod Wagner work for?

Tod Wagner works for Bober Markey Fedorovich

What is Tod Wagner's role at the current company?

Tod Wagner's current role is Tax Strategist for Business Owners & High Net Worth Individuals ★ Succession Planning ★ Mergers & Acquisitions.

What is Tod Wagner's email address?

Tod Wagner's email address is tw****@****cpa.com

What is Tod Wagner's direct phone number?

Tod Wagner's direct phone number is +121637*****

What schools did Tod Wagner attend?

Tod Wagner attended Miami University.

What are some of Tod Wagner's interests?

Tod Wagner has interest in Golf, Skiing.

What skills is Tod Wagner known for?

Tod Wagner has skills like Tax, Mergers, Corporate Tax, Income Tax, Cpa, Tax Preparation, Tax Accounting, Due Diligence, Estate Planning, Business Valuation, Mergers And Acquisitions, International Tax.

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