Andy Whitehair, CPA/PFS

Andy approaches clients’ situations holistically, reaching across several disciplines to deliver value. He works not only with other professionals throughout the firm but integrates with clients’ outside advisers to ensure client needs are being met.

Andy’s core expertise is working with banks and trust companies, business owners, corporate executives and high-net-worth families primarily in the areas of income, trust, and estate tax compliance and consulting. Andy has worked with numerous high-net-worth families and large corporate trustees to solve some of their most complex trust and estate tax issues, coordinating multiple advisers and issues. Additionally, Andy has experience successfully managing large tax outsourcing engagements and educating his clients to help them understand a variety of technical tax issues.

• Cleveland Estate Planning Council
• Ohio Society of CPAs
• American Institute of CPAs
• Bike Cleveland (Finance Committee)
• Speaker at Jewish Federation of Cleveland Charitable Tax Seminar, Mahoning-Shenango Valley Estate Planning Council, and various national webinars and client tax trainings
• Frequently published in industry publications

Andy lives in Cleveland, Ohio, with his wife and two children. Andy enjoys outdoor sports, including running, skiing and cycling. Serious about the sport of cycling, Andy once rode in a seven-day, 450-mile bike ride from one end of Iowa to the other.