A father-and-son firm, specialized in charitable trust taxation.
Wesely & Wesely is a small CPA firm in Minnetonka, Minnesota - Tom and his son Kyle. Between them, they've spent decades on one specialty: helping people reach their philanthropic goals through smart tax planning, explained in plain English.
A few years ago I was at a charity gala, and after a couple glasses of wine, the emcee was asking for donations. My wife and I are lucky to be financially fortunate, so we figured we'd give - but sitting there I realized our check just wasn't going to move the needle much.
So I did some napkin math: I took our clients' rough average net worth, multiplied by how many we serve, and the number that came back started with a "B".
I realized while I couldn't tell people where to give their money, I could build smarter ways to help them do it - and that's a far bigger impact than any check we'd write.
That was the moment it clicked. So we narrowed the firm to what we do best, and what virtually no other CPA firm focuses on: charitable trusts. It's more meaningful work, and in the right situation, the value we can add for both clients and our community is enormous. That's the whole reason we get up for this.
- Kyle Wesely
Kyle Wesely, CPA
Managing Shareholder
Kyle seeks to amplify his positive impact on our community by helping clients reach their philanthropic goals through smart tax planning. He's worked in public accounting for over a decade and joined Tom in 2017. When he's not working or with his family and two young kids, you'll usually find him cycling, on a golf course, playing hockey, or dreaming up a trip to the mountains.
Kyle teaches the income & transfer tax module of the Certified Specialist in Planned Giving (CSPG) designation through the American Institute for Philanthropic Studies. He serves as treasurer of the Minnesota Gift Planning Association and on the Cornerstone Council for the St. Paul & Minnesota Foundation, and holds bachelor's degrees in both accounting and information systems from Iowa State University.
Tom Wesely, CPA
Shareholder
Tom has spent his career - more than 40 years - helping clients reach their philanthropic goals, and has a depth of charitable tax planning knowledge that's hard to find anywhere in public accounting. He takes great pride in the impact he's made and continues to make. Out of the office, you'll often find him watching sunsets at his lake cabin, on a golf course, playing a racquet sport, or otherwise enjoying the outdoors - often with his grandkids, including Kyle's.
Tom was a director of the Minnesota Planned Giving Council (now MGPA) and chaired its education committee from 1998-2003, served on the planning committee for the National Conference on Philanthropic Planning in 2009 and 2011, and received the Clinton A. Schroeder Distinguished Service Award from the Minnesota Gift Planning Association in 2017. He has presented more than 60 tax and charitable planning seminars, and holds a bachelor's degree in accounting from the University of St. Thomas.
Educators first.
Teaching other professionals is how we grow, and how the field gets better at spotting a good CRT. A snapshot of where we've been - and where we're headed.
this work
across the firm
combined practice
Recent rooms
- 2025MGPA Annual ConferenceCharitable Tax Planning Under OBBBA · 80 gift planners
- 2025FPA of Minnesota - Ascend ConferenceCRTs in Practice · 130 planners
- 2025MNCPA Tax ConferenceCRT Advanced Strategies · 120 CPAs
- 2026Minnesota CLE Probate and Trust ConferencePanel: Charitable Gift Planning in Practice · 100 attorneys
Upcoming
- 2026FPA of Minnesota - Ascend ConferenceOctober
- 2026MGPA Annual ConferenceOctober
- 2026MNCPA Tax ConferenceNovember
- 2027Red River Estate Planning CouncilThree-hour CLE seminar - January
Between the conferences, we run private education sessions for advisor teams and RIAs year-round.
Want to talk it through with us?
Tell us a sentence or two about what you're working on. The first conversation is free, in plain English, and there's no obligation.