Since joining the firm in 2016, Cody has provided business advisory and tax services to closely held businesses in a wide range of industries. Focused on business operations consulting in Richmond, Cody specializes in assessing the unique circumstances each of his clients is facing and providing tailored solutions to solve their problems. Cody’s expertise includes individual and corporate taxation, long-term business planning, succession planning and exit strategy.
Attributes & Approach
- Specialty in serving small family-owned businesses and focusing on development of feasible, customized long-term plans that expand business value.
- Trusted business advisory, forecasting, and tax planning services
- A personable approach that assists business owners with developing a deep understanding of their complex tax situations
Education
- Ball State University, Master’s of Business Administration
- Ball State University, Bachelor’s in Accounting
Professional Certifications
- Certified Public Accountant (CPA), Indiana
- Certified Exit Planning Advisory (CEPA)
Professional Affiliations
- American Institute of CPAs (AICPA), Member
- Indiana CPA Society, (INCPAS), Member
- Independent Member of BDO Alliance, USA
Community Outreach
- Hayes Arboretum – Advisory Board Member, Finance Committee Member
Insights from Cody Short
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