Brett Basom
About Brett Basom
Brett Basom serves as the Tax Director at Creative Planning Inc., where he specializes in tax and estate planning. He holds a Master's degree in Accounting from Kansas State University and has previously worked at KPMG as a Federal Tax Senior Associate.
Work at Creative Planning
Brett Basom serves as the Tax Director at Creative Planning Inc. since 2018. In this role, he manages tax-related aspects for clients across all 50 states, contributing to the firm's comprehensive wealth management services. His expertise in tax planning and estate planning enhances the firm's offerings, which have earned recognition as a top independent wealth management firm by Barron's and CNBC.
Education and Expertise
Brett Basom studied at Kansas State University, where he earned both a Bachelor's degree in Accounting (2008-2012) and a Master's degree in Accounting (2012-2013). His academic background provides a strong foundation for his expertise in tax planning and estate planning, which he applies in his current position at Creative Planning.
Background
Before joining Creative Planning, Brett Basom worked at KPMG as a Federal Tax Senior Associate from 2014 to 2018. During his four years at KPMG, he gained valuable experience in federal tax matters, which he has since applied in his role at Creative Planning. His professional journey reflects a commitment to advancing his knowledge and skills in the field of taxation.
Achievements
Brett Basom's contributions to Creative Planning have played a significant role in the firm's recognition within the wealth management industry. His work in tax and estate planning supports the firm's reputation and service quality, contributing to its standing as a leading independent wealth management firm.