SAMUEL POTTER, CPA

Sam Potter is tax manager for individual and estate taxation at Badger Sumrall, managing our firm’s return preparation process and performing technical review for individual and estate income tax returns. He also has extensive experience with not-for-profit and exempt organization information returns. In addition to general tax compliance, Sam is heavily involved in income tax planning and strategy and oversees Badger Sumrall’s trust and estate accounting services. Sam became licensed as a CPA in 2016 and received his Master’s in Business Administration from Thomas Edison State University in 2017.