Grant Gattis
Senior Manager

Lake Loveland

Loveland, CO

6125 Sky Pond Drive
Suite 200
Loveland, CO 80538

970-685-3500

Industry Areas

This person is not assigned to an industry area

Service Areas

Grant Gattis provides specialized consulting, taxation, and advisory services for businesses within the agriculture, dairy, manufacturing, and regional real estate industries. As a senior manager on the Next Generation team, he applies specialized knowledge and guidance for business owners looking to optimize, expand, or transition their businesses.

Grant is specialized in facilitating long-term planning discussions and decisions to meet both business and family goals. He works with business owners to:

  • Design and implement estate planning strategies for a smooth transition of assets
  • Set and attain transition goals
  • Proactively manage estate tax exposure
  • Optimize entity and trust structure for income and estate taxes, liability protection, Farm Program services eligibility, and long-term success
  • Minimize short- and long-term tax impacts of selling assets or a business through various planning vehicles
  • Navigate the restrictions and pitfalls of complex property tax reassessments

His background in handling the income taxes for farm businesses has provided him with a unique foundation which cultivated his detail-oriented eye and innate ability to manage all the moving pieces and impacts of an estate plan or business reorganization. As a certified public accountant (CPA), Grant is proficient in the areas of estate strategy and gift planning to minimize taxation.

Education

B.S., accounting and finance, University of Northern Colorado

Credentials

Certified Public Accountant

Professional Associations

American Institute of Certified Public Accountants
Colorado Society of Certified Public Accountants

Personal Interests

Enjoys spending time with his wife and two children, skiing, tennis, and walking through the trees looking for his golf ball!

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