Estate and Life Planning Issues for the Middle-Income Client (CFP)(IRS)

John L. Evanich, Jr., CPA, is a tax partner with CohnReznick, LLP - the 11th largest CPA firm in the country. In addition to his specialization in working with professional services businesses, LLCs, LLPs, and S corporations on tax planning and other tax matters important to them, John represents taxpayers on IRS appeals and court petitions. With over 40 years of experience in public accounting, John is a past president of the Connecticut Society of CPAs (CTCPA), a past member of their Board of Governors, and a former trustee of their Educational Trust Fund. He is also a former member of AICPA Council. Mr. Evanich has lectured and written extensively on tax issues, both locally and nationally. He is a member of the American Institute of CPAs. He has also served as chairman of many CTCPA committees, most notably the Federal Taxation, State Taxation, Public Relations, and Technical Consultation Services committees. John has also testified on tax matters of concern to middle- and upper-income taxpayers, as well as small businesses, before the Ways and Means Committee of the U.S. House of Representatives, as well as various Connecticut state legislative committees. Mr. Evanich received a bachelor?s degree in accounting with honors from the University of Bridgeport, Connecticut and completed all course work in the Master?s in Taxation program at Pace University in New York City.