Tax Strategies is a dedicated team of tax professionals whose job it is to keep abreast of changing tax law and how it impacts the financial future of Moneta Group clients. Their year-round, in-house staff collaborates with Moneta teams to provide proactive tax planning solutions and preparation services through innovative ideas and expert, timely advice.
“We are thrilled to have Bryan leading the team,” says Moneta Chairman and Managing Partner, Tom O’Meara. “Our clients will greatly benefit from the high degree of support and expertise Bryan is able to provide through Tax Strategies.”
Krueger joins the firm from BKD, LLP, where he spent nine years in the tax and audit departments, most recently serving as Senior Tax Manager. He also served two years as Chief Financial Officer at Royal Papers, Inc.
“I was drawn to Moneta Group due to their reputation as a leader in the industry and their commitment to their clients,” says Krueger. “I look forward to supporting this ongoing commitment to client service and making a positive impact on the tax department and the firm as a whole.”
Moneta Group is the sixth largest Registered Investment Advisor (RIA) in the country, advising on over $16 billion in assets. The independently-owned financial planning organization has been serving clients and their financial goals since 1869, helping them manage the multitude of financial issues they face in today’s complex financial world.