Dale R. Baumann, CPA
Tax Principal
Windham Brannon, P.C., CPAs
1355 Peachtree Street, NE
Suite 200
Atlanta, GA 30309 phone: 404-898-2000 fax: 404-898-2010
Related Information:
Employed with firm
since 2005
Undergrad degree
earned in 1986 from the University of Florida
Juris Doctor earned in 1989 from the University of Florida
19 years experience
in this area
Serves various clients in this
area
35 - 45% of time devoted
to clients in this area
Experience concentrates in planning and compliance work for individuals in the estate and trust area
Focus areas include estate and gift planning; generaton skipping tax planning; trusts including simple, complex, charitable remainder and charitable lead; GRATS; sales to grantor trusts and family limited partnerships
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