“Windham Brannon was very proactive in their approach to tax planning when we decided to sell our business. Their timely advice, review of documents, and suggested changes to the purchase price allocation resulted in additional dollars in our pockets when we sold.”

Former President at Distribution Company

Barbara M. Coats, CPA

bcoats@windhambrannon.com | 678-510-2724

Barbara is one of four Windham Brannon principals who have received the Distinguished Member Award from the GSCPA. Part of what earned her that distinction is her frequent appearances on radio talk shows, her informative speeches held in conjunction with GSCPA events, and her authoritative articles published in journals such as Georgia Trend.

Specialization Includes:

Tax Planning for High Net Worth Individuals and Business Entities
Income Tax, including tax planning, preparation and agency examinations
Inbound and Outbound International Investment
Financial and Retirement Planning
Manufacturing
Technology
Real Estate
Mining
Construction
Professional Service Organizations

Career Highlights

Prior to joining Windham Brannon, Barbara worked with KPMG Peat Marwick for nine years.

Education and Affiliations

University of North Carolina at Chapel Hill – Phi Beta Kappa
American Institute of Certified Public Accountants (AICPA)
North Carolina Association of CPAs (NCACPA)
Georgia Society of Certified Public Accountants (GSCPA)
Planned Giving Advisory Board of Community Foundation of Greater Atlanta
Member of the Board of Directors for the Georgia School Council
Trustee of the Atlanta Tax Forum
Board Member of the Schenck School, Finance and Investment Committee