Photo of Brad Wall
Brad Wall
Principal
CPA
brad.wall@mossadams.com
(408) 558-7607
My Profile

Industry Expertise

Not-for-Profit Technology

Practice Focus

Employee Benefit Plans Financial Statement Audits Reviews & Compilations

Biography

Brad has been performing audits of employee benefit plans since 1999, having managed over 800 such audits for clients ranging from small privately held businesses to global public companies. He specializes in auditing 401(k), pension, employee stock ownership, and health and welfare plans. In addition, he has assisted in and supervised audits included in Form 11-K filings with the SEC.

Brad works closely with human resources and finance employees as well as third-party administrators, investment advisors and trustees in planning, performing, and completing audits. He is also actively involved in the training of Moss Adams staff on various employee benefit plan areas.

Brad also has experience in auditing private venture funds, foundations and not-for-profit organizations, and performing reviews of various closely held businesses.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants
  • Member, Western Pension and Benefits Council, San Francisco Chapter

Education

  • BA, accounting, California Polytechnic State University

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.