Melissa Cothran, CPA, PFS

Shareholder, Tax

Image of Melissa Cothran
Education

University of Kentucky, Bachelor of Science in Accounting

Melissa Cothran, Shareholder, Wealth Advisors, leads the LBMC Family Office Practice. She joined LBMC in 1999 and has continually built and maintained longstanding, multigenerational client relationships during her tenure. She provides unwavering service and leadership to her clients and teams and goes above and beyond to nurture relationships and serve as a trusted advisor.

Melissa has more than 23 years of diversified tax experience with a range of industries. She specializes in large and complex income tax returns for individuals, trusts, and estates, and she has substantial experience with tax planning and individual tax consulting. She works closely with LBMC’s litigation department consulting on high net wealth family law and divorce cases involving taxation issues and asset division.

Prior to joining LBMC, Melissa worked for Dean Dorton Allen Ford, PLLC as a staff accountant in both tax and audit.

Certifications

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
Setting goals takes desire, but completing them takes determination.
Ron Hawks, Author of Climbing the Financial Mountain

Thought Leadership

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The Financial Aftermath of Divorce
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Pros and Cons of 529 College Savings Plans
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Navigating the Tax Implications of Divorce