Putting My Unique Experience
To Work For You

Since I am a certified public accountant (CPA) as well as a lawyer admitted to the Illinois bar, I am in a particularly advantageous position to advise you on the tax implications of specific organizational structures, contracts, fundraising procedures, and charitable donations for your nonprofit.  Whether you’re just forming your organization, are considering restructuring, or are dealing with the intricacies of soliciting and accepting donations, I can help you make sure as much of what you raise goes where it should – into the hands of those you’re helping and not to the IRS.

My unique combination of professional experiences also help me to offer you practical, efficient solutions in estate planning, from protecting your assets through trusts to planning for end-of-life care through Powers of Attorney and probate administration.

A Sound Future Based On Solid Legal and Tax Planning Advice

For help forming and growing your nonprofit or for estate planning advice from an experienced legal and tax planning professional, I invite you to contact my office today at (847) 729-3939 or fill out fill out the contact form here and I’ll call you back as quickly as possible.

Nonprofit Organizations

Non-Profit Organizations

My experience and service in the not-for-profit sector allow me to offer strategic consulting, training, and comprehensive legal and tax planning services to your group or institution. A few of the areas in which I can help you include:

  • Nonprofit incorporation
  • Organizational structuring
  • Nonprofit bylaws
  • Board resolutions & governance
  • Tax-exempt applications
  • Contracts & leases
  • Fundraising regulations
  • Complex charitable gifts
  • Form 990 Preparation for small nonprofits
  • Fiscal sponsorship
  • Unrelated business income tax (UBIT)
  • Tax reporting
  • Nonprofit regulatory compliance
  • Lobbying & political activity regulations
  • For-profit and not-for-profit subsidiaries

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Estate Planning & Administration

Estate Planning & Administration

I work with you to devise a complete plan to provide for your heirs and minimize the tax burden of passing your assets to your family. Some of the areas in which I can help you include:

  • Wills
  • Living trusts
  • Charitable trusts
  • Minor’s trusts
  • Grantor Retained Annuity Trusts (GRAT)
  • Irrevocable Life Insurance Trusts
  • Educational Trusts
  • Gift planning
  • Power of Attorney
  • Healthcare Directives
  • Guardianship and Conservatorship
  • Probate / Estate Administration

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