Chris Lockhart, CPA
Partner
With more than 15 years of experience, Chris Lockhart is a partner of the private client services tax team. He specializes in working with executives, high-net-worth individuals, and wealthy families. Chris has a strong attention to detail and prides himself on developing trusted relationships, promoting open communication, and taking a proactive approach with clients.
Chris also has experience with international tax issues, especially as they relate to expatriate and inpatriate matters. He understands the intricate filing requirements for foreign financial accounts and investments and the U.S. credits and exclusions allowable for income earned in other countries.
Certifications
- Certified Public Accountant
Professional memberships and activities
- American Institute of Certified Public Accountants (AICPA) - Member
- Minnesota Society of Certified Public Accountants (MNCPA) - Member
- Cornerstone, a nonprofit organization - Treasurer and board member
Areas of Focus
- Complex individual tax planning and preparation for high-net-worth individuals
- Foreign bank account and foreign investment reporting requirements
- Expatriate and inpatriate tax compliance and planning
Education
University of Minnesota- Masters of Business Taxation
- Bachelor of arts degree in accounting
- Bachelor of arts degree in marketing
Recent Insights
Articles
To move or stay? Is relocation a part of your great reevaluation?
May 19, 2022
Living in a high-tax state? Explore the benefits of dual residency
Apr 28, 2022
Creating your stock option strategy: When to exercise, sell and hold
Jun 15, 2021
Webinars
Revisit valuation and business transitions before key tax law changes
Oct 03, 2024
Securing your legacy: Estate planning and gift tax exemption sunset
Jun 06, 2024
Securing your legacy: Estate planning and gift tax exemption sunset
Jun 06, 2024
Optimize your savings with tax planning initiatives for 2024
Feb 08, 2024
Reduce your personal tax liability with year-end planning tips
Nov 09, 2023
Clearing up common misconceptions about state tax residency
Aug 10, 2023
Tune in for individual tax-planning tips and strategies
Feb 10, 2023