Zach Bourquin, Cpa
About Zach Bourquin, Cpa
Zach Bourquin is a Tax Director at Creative Planning, Inc., where he has worked since 2019. He specializes in wealth management and tax planning, providing services to clients across the United States and internationally.
Work at Creative Planning
Zach Bourquin serves as the Tax Director at Creative Planning, Inc., a position he has held since 2019. In this role, he contributes to the firm's comprehensive wealth management services, focusing on tax planning and estate planning. Prior to his current position, he worked as a Tax Manager at Creative Planning from 2017 to 2019. His experience at the firm spans over five years, during which he has developed expertise in managing tax-related aspects for clients across all 50 states and internationally.
Education and Expertise
Zach Bourquin earned a Bachelor of Science in Accounting from The University of Kansas, where he studied from 2009 to 2013. His educational background laid the foundation for his specialized skills in wealth management and investment management. He possesses significant expertise in tax planning, which he applies to serve individuals, businesses, and charities.
Background
Before joining Creative Planning, Zach Bourquin worked as a Senior Associate at K·Coe Isom, LLP from 2014 to 2017. This role provided him with valuable experience in tax-related services and further developed his skills in wealth management. His career trajectory reflects a consistent focus on tax management and planning, enhancing his capabilities in the financial services sector.
Professional Experience
Zach Bourquin has accumulated extensive professional experience in the field of tax management. He began his career as a Senior Associate at K·Coe Isom, LLP, where he worked for three years before transitioning to Creative Planning. His roles at Creative Planning, first as Tax Manager and now as Tax Director, highlight his growth and commitment to providing comprehensive tax solutions for clients.