Bruce D. Bernard, JD, CPA, ABV, CBI

Bruce D. Bernard, JD, CPA, ABV, CBI

Shareholder

Location
Columbus (downtown)
Service
Business Valuation
Mergers & Acquisition
Tax
Contact Bruce D. Bernard, JD, CPA, ABV, CBI

Bruce joined the Rea team in 1985. A native of New Philadelphia, Ohio, Bruce now lives in Wothington, Ohio with his wife Lisa and daughters Lauren, Shae and Alyssa.

Inside the Mind Of...

What's your greatest accomplishment Publishing my book.

How do you define success? When everything is said and done, there is only one thing that matters -- and that is my faith in Jesus and knowing that I have eternal salvation and life with Him.

Who has been the most influential person in your life? My Uncle Bob. He's the one who told me to go to Capital for accounting and then for law. I followed his advice and never look back. More importantly, he was a great role model. My father died young and Uncle Bob set a good example in my walk of faith.

Just For Fun...

Describe yourself in one word. Alive.

What is the best book you've ever read? The Bible -- all four times.

What one thing about you would most people find surprising? I could actually sing at one time.

If you could go anywhere in the world, where would it be? My wife wants to go to Greece, so Greece it is!

What TV show can you not miss? Ohio State football.

What is your favorite movie of all time? The Wizard of Oz for non-animated and Beauty and the Beast for animated.

If you could have lunch with anyone, living or dead, who would it be? Jesus.

Before Rea

A Summa Cum Laude graduate of Capital University, Bruce holds a Bachelor's degree in business administration. He also earned his Juris Doctrine degree from Capital University and successfully passed the Ohio Bar exam. His past experience includes 3 years with a national CPA firm.

At Rea

Bruce specializes in strategic tax planning, mergers & acquisitions, business valuations, choice of business entity and charitable giving.

  • He has made over 150 continuing education and other presentations across the county on various tax, estate planning, business valuation, merger & acquisition/purchase & sale of business, charitable giving and business planning topics.

    Bruce has also taught continuing professional education classes at Kent State University for attorneys, CPAs, business brokers and investment bankers, insurance agents and financial planners.

He has published more than 50 articles on similar topics in national and local business periodicals. He has also authored two books on choice of business entity. The most current version, Selecting the Form of Business Entity: Analyzing LLCs and Other Entity Choices, is published by the Ohio State Bar Association.

Besides Rea

Professional memberships:

  • The American Institute of CPAs
  • The Ohio Society of CPAs
  • The American Bar Association
  • The Ohio Bar Association
  • The Columbus Bar Association (past chair of business tax committee)
  • Ohio Business Brokers Association
  • International Business Brokers Association
  • Association of Corporate Growth

Bruce's community involvement includes:

  • Worthington Estate Planning Council
  • Taxation for Accountants (editorial board member)
  • Worthington Convention & Visitors Bureau (president)
  • Worthington Chamber of Commerce (chairman of the board)
  • The Promise Church (elder and youth leader)
  • The Central Ohio and National Planned Giving Council
  • Delaware County Foundation
  • Kent State University (adjunct professor)

 

Contact Bruce D. Bernard, JD, CPA, ABV, CBI

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  • Bruce D. Bernard, JD, CPA, ABV, CBI
    Shareholder
    280 North High Street Suite 800
    Columbus, Ohio 43215
  • P: 614.464.3343
    F: 614.464.2871
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