Gretchen Bates, CPA

Manager, Wealth Advisors

Image of Gretchen Bates

Belmont University – Master of Accountancy, Emphasis in Negotiation and Mediation

University of North Carolina at Asheville – Bachelor of Arts, Drama

Gretchen is a Manager on the Wealth Management team at LBMC.

She focuses on tax planning for high net worth individuals. Gretchen prepares corporate, partnership, individual, trust, gift and foundation tax returns. She is a Certified Public Accountant and holds an Intacct Accountant Partner Certification.

Thought Leadership

The Kiddie Tax Under TCJA
Estate Planning – It’s a Matter of Trust