ANNOUNCEMENT

NEW BUSINESS SUMMER HOURS

Beginning May 27, we will be implementing “Summer Hours” for our employees by closing our offices at noon on Fridays through August 19.

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Theodore A. Wagner

CPA, CVA

Office

600 Superior Avenue East, Suite 925

Cleveland, OH 44114


216.373.2500
216.373.2501

About

Expertise

Articles

Serving as Partner-in-Charge of BMF’s Taxation Services practice, Tod brings three decades of business management experience to the firm’s clients.

Tod delivers high-level advisory services to middle-market businesses and their owners in the areas of corporate and individual tax planning. In working with high net worth family groups and family offices, Tod helps clients align their personal, financial, charitable and legacy goals. His expertise also includes estate and succession planning, business valuation, and represents clients before taxing authorities.

As Partner-in-Charge of Taxation Services, Tod sets the vision and direction of the firm’s tax practice, ensuring that the firm’s expertise and resources are aligned with the current and future needs of our clients. Tod’s philosophy as a tax advisor extends beyond compliance and reporting to include a broader consultative approach that blends financial and business strategy needs into a tax strategy that aligns with the client’s personal and business goals.

Along with tax and financial planning, Tod has extensive expertise with mergers and acquisitions including tax diligence, business valuations, negotiation of deal terms, and innovative transaction structuring strategies.

Tod was with Arthur Andersen for nine years, and Libman, Goldstine, Kopperman & Wolf, Inc. for more than 13 years before merging with BMF in 2014. Tod became a member of the firm’s Executive Committee in January 2021.

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Specializations

  • Mergers and Acquisitions
  • Succession Planning
  • Business Valuation
  • Pass-Through Entities
  • Trusts and Estates

Education

Certifications

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)

Professional Service Memberships

Civic Memberships and Activities

CliftonStrengths

  • Relator
  • Belief
  • Responsibility
  • Learner
  • Self-Assurance

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view PDF Dear Clients, Friends and Community Partners, For the first time in over 25 years, our annual client letter has both a new look and a new voice. This is the first year we’re coming to you by. Read More >>

Four Promoted to New Director Roles

In addition to our new organizational leadership structure which took effect January 1, 2021, we have created a new Director role and appointed four leaders within the firm to hold these positions. Karen Costantini, Cindy Mitchell and Tara Shulas. Read More >>

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