Spotlight on Bruce Wood, Business Valuator and IRS Expert

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Our Spotlight series sheds light on the careers and lives of tax professionals around the world. This week, the focus is on Bruce C. Wood, a business valuator specializing in IRS-related valuation matters for Brady Ware Arpeggio, LLC in Alpharetta, Ga.

Wood helps tax controversy attorneys, as well as estate, gift and trust attorneys, achieve favorable outcomes for their clients, whether it’s IRS valuation disputes before US Tax Court, IRS appeals and audits, or estate, gift, and trust taxes.

This Atlanta native enjoys reading novels by Michael Crichton and John Grisham, watching Marvel movies and snacking on M&Ms. You might also find him daydreaming about a family vacation in Italy.

What is your official title and what does it mean? Agent, strategic evaluation and consulting services. I lead and specialize in valuations for tax litigation and estate and gift tax planning, compliance and enforcement.

Free time: book, audiobook or podcast? It depends. If I’m on the go, a podcast. If I’m at the beach or at home, a paperback is a nice break from the devices. I like science fiction, like Michael Crichton, or sometimes John Grisham novels. I am now re-reading HG Wells’ The Invisible Man for the first time in 40 years.

Taxation is a big topic. What is your particular area of ​​interest? Valuation of non-controlling interests in private business entities – intervening to help taxpayers in difficulty or helping them out of trouble initially. Very rewarding – I love what I do!

What is the last movie or show you watched and liked (DVD, Netflix or at the cinema)? “The Family” and I love “Stranger Things”, “The Umbrella Academy” and most Marvel movies, more recently,
“Spider-Man: No Way Home” and “Doctor Strange in the Multiverse of Madness”

What college did you attend and what did you study? I earned a Bachelor of Business Administration in Accounting from Georgia Southern University and a Masters in Taxation from Georgia State University.

Pick up: Coffee or tea? Coffee in the morning. After that, Coke Zero is great too – I’m from Atlanta after all. I’m a weird southerner who doesn’t like sweet tea.

What is the best tax or financial advice someone has ever given you? Try to avoid financial landmines; if not, be sure to learn from them.

If you weren’t in the tax field, what would your dream job be? As a child, I wanted to be an astronaut, veterinarian or Spider-Man.

If you had the option of making one change in the tax world — an extra credit, a disallowed deduction, whatever — what would it be? Claim pets as dependents.

Favorite food, snack or treat during tax time or another busy time? Peanut M&Ms, Peanut Butter M&Ms, Dark Chocolate, Fritos, Peanuts, etc.

What tax news or ruling has had the most impact on your practice or clients in the past year? The IRS is back in action after previous Covid-19 shutdowns, driving a lot of activity in my practice.

If you got a big tax refund check right now, what would you do with it? Depending on the amount of the refund, put it away or travel with my beautiful wife and three daughters – start in Italy: Rome, Pompeii, Herculaneum – and go from there.

You can find out more about wood at LinkedIn.

You can read more about Wood’s company, Brady Ware Arpeggio, here.

If you would like to recommend a tax professional to be listed, send your suggestion to [email protected] with subject: Spotlight. Please include the following information: name, title, email address and geographic area (city/state/country) of the tax professional.

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