Theodore A. Wagner
Industry & Service Expertise
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.
- Certified Public Accountant (CPA)
- Certified Valuation Analyst (CVA)
- Mergers and Acquisitions
- Succession Planning
- Business Valuation
- Pass-Through Entities
- Trusts and Estates
- Bachelor of Science in Accounting, Miami University
Professional Service Memberships
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
- National Association of Certified Valuation Analysts, member
Civic Memberships and Activities
- Leadership Cleveland, Class of 2017
- Cleveland Zoological Society, board member
- The City Mission, vice president and endowment foundation president
- Association for Corporate Growth, Cleveland, former board member and past president
- Harvest for Hunger, “Kitchen Cabinet” member
- Case Western Reserve University Weatherhead School of Management, past adjunct professor
- United Way of Cuyahoga County, former executive campaign cabinet member
Tod Wagner discusses tax planning in the current environment, including tax law changes and extensions in response to COVID-19. Read More >>
On April 30, 2020, the IRS released additional guidance in Notice 2020-32 regarding the tax treatment of amounts forgiven under the Paycheck Protection Program (PPP) loans, which are a key part of the CARES Act. According to this new. Read More >>
In Response to COVID-19: House & Senate Approve $2 Trillion Economic Rescue Package; Tax Extensions Clarified
In an effort to rush sweeping aid to businesses and workers, lawmakers reached agreement on another relief bill that includes several economic incentives, as well as additional tax relief provisions. The details of the $2 trillion stimulus package are. Read More >>