Tax Services Department Head
Adam is responsible for preparing and reviewing federal and state income tax returns for the firm’s clients, utilizing his legal background to focus on estates and trusts. He is involved with client tax planning, consulting and issue resolution. His responsibilities also include tax research and training new hires in tax return preparation and tax rules.
Before joining Weltman Bernfield, Adam worked as a legal assistant in Washington, DC; Of Counsel Attorney at a Wisconsin Dells law office; and as a tax accountant for Elisco & O’Connell in Chicago. In 2007, Elisco merged with Wiseman, Leader, Adler & Bolnick, which became part of Weltman Bernfield LLC in 2008.
Education and Certification
- University of Notre Dame, Notre Dame, Indiana
Bachelor of Arts, History and Pre-Professional Studies
- University of Wisconsin – Madison Law School, Madison Wisconsin
- Chicago-Kent College of Law, Chicago, Illinois
LL.M. (Master of Laws) in Taxation, December 2015
Published Articles & Presentations:
- “The Impact of the ACA on Orthopaedic Practices” – September 2014 issue of AAOS Now