John Copeland has 27 years of experience in various areas of taxation including high-tech, coal, real estate, investment, franchising, retail, manufacturing, service professions, nonprofit, and small construction contractors.
Responsibilities include all areas of tax compliance for corporate, partnership, nonprofit, fiduciary, and individual tax returns, including multi-state tax compliance and federal multi-state tax research.
John chose a career path in exit planning because of his passion for helping people. He feels that one of the best ways to do so in this business is to assist his clients in transitioning their businesses — whether it’s a sale to an outside party or a family transition.
Many times, John has worked with business owners for more than a decade. We become their trusted business advisors, and often know their post-business wishes as well as anyone.
John believes one of our best opportunities to really help a business owner is in the exit planning process. The BVA team, along with our peers at Blue & Co., LLC, bring myriad skills to the table — tax planning, trust and estate planning, valuation, and investment advisory services.
When John is not busy tending to the success and well-being of his clients, he enjoys spending time with his wife, Tammy, and kids Katie, Evan, and John Mason. He also has a scruffy mutt named George.
John’s hobbies outside of work include traveling and being a stellar golfer.
