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Personal Information
Organization / Workplace
Greater Chicago Area, IL United States
Occupation
Plante Moran
Industry
Accounting / Auditing
Website
About
Over thirty years of practical experience working with Closely-held family business around the country from both the perspective of an Illinois Attorney and an Illinois Certified Public Accountant. Focus on Business Succession Planning and assisting families to transfer wealth while maximizing current cash flow. Avoidance of unnecessary drains on life time family wealth through excess income taxes and excess payroll taxes. Avoidance of Gift and Estate Tax using conservative tax strategies.
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Presentations(16)Ìý

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Pre and Post Mortem Tax Planning ideas
Pre and Post Mortem Tax Planning ideasPre and Post Mortem Tax Planning ideas
Pre and Post Mortem Tax Planning ideas
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2016 - My best tax planning ideas
2016 - My best tax planning ideas2016 - My best tax planning ideas
2016 - My best tax planning ideas
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A Fresh Look at Charitable Lead Annuity Trusts - 2016
A Fresh Look at Charitable Lead Annuity Trusts - 2016A Fresh Look at Charitable Lead Annuity Trusts - 2016
A Fresh Look at Charitable Lead Annuity Trusts - 2016
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Documents(3)Ìý

TAXES MAG_10-16_The Forgotten Variable
TAXES MAG_10-16_The Forgotten VariableTAXES MAG_10-16_The Forgotten Variable
TAXES MAG_10-16_The Forgotten Variable
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TAXES MAG_06-16_Water_Water
TAXES MAG_06-16_Water_WaterTAXES MAG_06-16_Water_Water
TAXES MAG_06-16_Water_Water
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Navigating The Depreciation Maze May 09
Navigating The Depreciation Maze   May 09Navigating The Depreciation Maze   May 09
Navigating The Depreciation Maze May 09
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