Marc Heller, CPA, JD
Partner, Director of Technical Tax1717 Deerfield Rd. 
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Suite 300 South
Deerfield, IL 60015
Tel 847-267-9600 x333
Fax 847-267-9696
mheller@waradydavis.com
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| Background: |
Marc Heller is a Partner with Warady & Davis
LLP and Director of Technical Tax Services. Marc serves as a technical
tax expert and conducts in-depth research on client related tax
issues. In addition, he monitors new accounting developments and
tax regulations and keeps the firm abreast of any changes that
may impact client operations. His practice is concentrated in
the areas of income and corporate tax planning for privately owned
businesses, not-for-profit organizations and individuals. In addition,
Marc served for four years as a Field Agent for the Internal Revenue
Service.
Marc also serves on the firm's Executive Committee, which is responsible for the strategic direction of the firm and the Business Development team where he takes a leadership role in the firm's growth and marketing initiatives for his area(s) of specialty including tax consulting. |
| Areas of Specialization: |
Estate, succession and family tax
planning; tax planning for individuals and their closely-held corporations;
federal and Illinois corporate, individual, partnership and fiduciary
income tax planning; corporate formations, reorganizations and liquidations;
choice of entity for new business formations; not-for-profit taxation
and IRS representation including 501(c)(3) organizations.
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Professional and Civic Affiliations:
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> American Institute of Certified
Public Accountants
> Illinois CPA Society > MSI Global Alliance |
| Community and Business Involvement | > Frequent speaker on
tax related topics to business and community groups. > Written articles and serves as a quote source for industry and business publications. |
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Education:
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> Bachelor of Science in Accountancy,
University of Illinois
> Juris Doctorate Degree, DePaul University of Chicago - School of Law > C.P.A. license in the state of Illinois |
