Todd S. Udall CPA

Director of Pension and Retirement Solutions, Partner

Todd specializes in high-level tax planning, tax preparation, business advisory services, including retirement planning alternatives. His emphasis has been predominately focused on servicing professional firms such as physicians, dentists, attorneys, engineers, architects and consultants. Todd’s clients receive valuable advice to enhance optimal business growth while minimizing taxes. Additionally, Todd has a broad range of other clients ranging from wholesale to manufacturing and retail to real estate.

Many of the business owners Todd services are high net worth individuals with specific needs in which proper tax planning significantly impacts the client’s financial affairs. Estate and pension planning are examples of tax saving structures used to minimize taxes and maximize savings and future growth.

Todd is a member of the American Institute of Certified Public Accountants and Nevada Society of Certified Public Accountants. He is also a member of the AICPA section for Personal Financial Planning – PFP. Todd has obtained his FINRA Series 65 License and is Life Insurance licensed in Nevada, Utah, and California.

In 1989, Todd received his Masters of Taxation and Bachelors in Accounting from Brigham Young University. He currently serves as Eagle Scout Board member and continues to be involved with the Boy Scouts of America in various capacities. He coached youth soccer, basketball and baseball for the Henderson Park and Recreations Department and Nevada Youth Soccer Leagues for over 10 years.