Jeff Call is a Partner specializing in Personal Financial Services and the Service Line Leader for our Tax department. He is also a Partner in BT Wealth Management, LLC, BT’s subsidiary Registered Investment Advisory (RIA) entity. He specializes in wealth transfer/estate planning, investment, tax and financial planning for high-net-worth individuals, entrepreneurs, family business owners and executives. He has significant experience providing financial counsel on income tax, estate and gift tax, investment, insurance, charitable and retirement planning matters. Additionally, Jeff has extensive experience in individual, partnership, S corporation and fiduciary taxation.
Prior to joining Bennett Thrasher in 2002 to start its Personal Financial Services practice, Jeff worked for Arthur Andersen as a manager in the private client services practice. Jeff earned a Bachelor of Business Administration (Accountancy) degree, graduating cum laude and Master of Accountancy (Taxation) degree at Auburn University. Jeff is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and has also earned the American Institute of Certified Public Accountants Personal Financial Specialist (PFS) designation. Additionally, Jeff has passed the Series 65 Uniform Registered Investment Adviser Examination.
Jeff has been named to the prestigious Atlanta Magazine Five Star Wealth Manager list for metro Atlanta in 2011, 2012, 2013 and 2014. Jeff is a frequent speaker and has been quoted in the Wall Street Journal, Atlanta Journal Constitution, Atlanta Business Chronicle, BankRate.com and Accounting Today, and has written articles for Atlanta Journal Constitution, Business to Business Magazine, Atlanta Business Chronicle, Vistage View and Tax Advisor magazine.
Jeff is a member and actively involved with Vistage, (formerly TEC – The Executive Committee), the world’s largest CEO Membership organization. Board positions include the Advisory Board of the Auburn University School of Accountancy, Advisory Board of the Atlanta Community Foundation and former Board Member of the Emory University Planned Giving Advisory Council. He is also a member of the Georgia Society of CPAs (GSCPA), the American Institute of Certified Public Accountants Personal Financial Planning Section (AICPA) and past Board Member of the Atlanta Estate Planning Council.