Grant Gattis

Grant Gattis
Lake Loveland

Loveland, CO

6125 Sky Pond Drive
Suite 200
Loveland, CO 80538


Industry Areas

This person is not assigned to an industry area

Service Areas

Grant provides specialized consulting, taxation, and advisory services for businesses within the agriculture, manufacturing, and 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 planning strategies with family businesses to attain their desired goals
  • 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 income taxes 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. Grant leans on his planning implementation experience to develop creative solutions for clients.


Bachelor of Science in Accounting and Finance, University of Northern Colorado


Certified Public Accountant (CPA)

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!

Recent Insights related to Grant Gattis

Firm Announces Five Principal Promotions: Instrumental in Firm’s Growth Strategy

April 1, 2023 – Pinion*, a 'Top 100' accounting and business advisory firm focused in food and agriculture, biofuels, manufacturing, and regionally-based industries, announced...

How the Holidays Can Shape Your Family Legacy

The Risks of Letting Your Legacy Ride: How Estate Planning Protects the Family

With planting season right on our heels, you may be eager to get your spring crops in the ground. But before you get too busy, we encourage you to consider your estate plan and...

Tax Inflation Adjustments

IRS Releases Tax Inflation Adjustments for 2023 Tax Year

While inflation continues to burden Americans with higher prices on what seems like everything, the IRS has released some good news for taxpayers. In October, the IRS unveiled its...