“My aim is to be the kind of advisor who becomes familiar and stays involved with the business owner. I believe in a hands-on, one-on-one approach in order to develop and maintain a successful relationship with my clients.”
Jack Katz has extensive experience in accounting, auditing and reporting procedures for real estate and construction related entities, manufacturing and not-for-profit organizations during his more than thirty-five years of public accounting experience. He has serviced numerous real estate investment and development enterprises, as well as prominent charitable organizations, and provided outstanding direction from tax strategies to business management suggestions. Over the years, he has served as a board member in several not-for-profit organizations and is familiar with the unique financial and tax issues that they face in today’s business environment.
Jack has worked with professional services corporations in the fields of law, medicine, architecture and engineering. He also specializes in tax planning for individuals, as well as retirement and general financial planning.
When not swimming in client matters, Jack is a father of two and an avid scuba diver, underwater photographer and cyclist. His scuba diving has taken him to various corners of the world, including Indonesia, Micronesia, Australia’s Great Barrier Reef, the Philippines, Maldives and Papua New Guinea along with his wife, Bonnie. He has cycled in Europe and is a Certified Spin Instructor. He is a vintage muscle car aficionado and enjoys driving his 1960s-era “muscle cars” during the summer.
Specializations & Expertise:
- Tax planning
- Retirement and general financial planning for individuals
- Contract compliance
- Business management analytics
- Seminars on accounting and compliance
- Real estate
- Construction and development
- Not for profit
Memberships & Education:
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, Illinois CPA Society (ICPAS)
- Bachelor of Science in Accounting from the University of Illinois
Community Involvement & Advisory Appointments:
- Board member for not-for-profit organizations