Theodore A. Wagner

CPA, CVA

Office

600 Superior Avenue East, Suite 925

Cleveland, OH 44114


216.373.2519
216.373.2501

About Theodore

Industry & Service Expertise

Articles

Serving 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.

Certifications

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)

Specializations

  • Mergers and Acquisitions
  • Succession Planning
  • Business Valuation
  • Pass-Through Entities
  • Trusts and Estates

Education

Professional Service Memberships

Civic Memberships and Activities

Breaking News: Tax Extender Bill Proposed

On Thursday, February 28, Senate Finance Committee leaders introduced legislation to retroactively extend tax provisions that expired at the end of 2017 and 2018. The measure would extend some 29 expired tax provisions through the end of 2019 at. Read More >>

John Jenkins Named Partner at BMF

John E. Jenkins, CPA, was named the newest partner at Bober Markey Fedorovich (BMF), a top 20 Northeast Ohio CPA and advisory firm, effective January 1, 2019. The Cuyahoga Falls resident joined BMF’s tax practice in 2013 as a. Read More >>

President Trump Signs Disaster Tax Relief Bill into Law

  On September 29, 2017, President Trump signed the Disaster Tax Relief and Airport and Airway Extension Act of 2017 (“Bill”). This bill extends several federal aviation programs set to expire, aviation taxes, and public health programs through March. Read More >>

All Posts by Theodore