[Windham Brannon, an Atlanta, GA-headquartered provider of tax, audit, accounting and advisory services, has announced a new leadership team for its high net-worth practice.

Windham Brannon, an Atlanta, GA-headquartered provider of tax, audit, accounting and advisory services, has announced a new leadership team for its high net-worth practice.

Windham Brannon's Barbara Coats and Courtnay Bazemore will serve as co-leads for this area.  Coats and Bazemore succeed Jim Underwood, who retired in January this year, the company said in a statement yesterday.

Coats has been with Windham Brannon for 22 years, most recently serving as principal for tax compliance and planning. She specializes in tax planning for high net-worth individuals and businesses; financial and retirement planning; income tax planning, preparation and agency examination; inbound and outbound international investment. She also covers industry market segments, including manufacturing, technology, real estate, mining and construction.

Bazemore has more than 20 years of experience in individual tax compliance and planning, estate planning, family partnerships, trusts and estates.  She also advises individuals in the areas of executive compensation and philanthropic strategies. Bazemore has been with the firm since 2003, having served as a principal at Tarpley & Underwood, an accounting firm that merged with Windham Brannon in 2011.  

She currently serves on the board for the Atlanta Estate Planning Council and is on the Planned Giving Advisory Board for the Community Foundation for Greater Atlanta.

"Windham Brannon was founded in 1957 on our high net-worth line of services, and the practice area continues to grow, representing more than 25 per cent of our business today," said David Kloess, president & CEO, Windham Brannon.