Heidi L. Bucklew, CPA, CFE, CFF
Senior Manager, Wipfli Advisory LLC
Heidi Bucklew is a senior tax manager with over 20 years of public accounting experience. She concentrates her efforts in the private client group, focusing on taxation for high-net-worth individuals, their families and their businesses. She leverages her extensive experience to provide tax compliance and help clients plan for the future. In addition to tax work, Heidi has prior experience in the areas of fraud and litigation.
Credentials
- Certified Public Accountant
- Certified Fraud Examiner
- Certified in Financial Forensics
Professional Memberships and Activities
- Illinois CPA Society (ICPAS) - Member
- Association of Certified Fraud Examiners (ACFE) - Member
- American Institute of Certified Public Accountants (AICPA) - Member
- AICPA Litigation Task Force - Former member
- Coauthor of AICPA Practice Aid 10-1, Serving as an Expert Witness or Consultant
Areas of Focus
- Corporate, partnership, and individual tax planning and compliance
- Nonprofit taxation
- Trusts and estates
- Family office services
Education
University of Missouri - Columbia, Missouri- Bachelor of science degree in accountancy
- Bachelor of arts degree in French
Recent Insights
Videos And Webcasts
Reduce your personal tax liability with year-end planning tips
Dec 05, 2024