Ryan Wirtz, CPA, MST, RSSA
Ryan started with the Firm in 2012 as an intern. He specializes in trust and estate planning, advising on fiduciary income tax matters, and helping clients carry out their philanthropic goals through charitable strategies. Ryan serves many of the firm’s high net worth individuals and families. As a Registered Social Security Analyst, he leads the charge helping clients nearing retirement age to develop strategies to maximize their overall social security benefits. Ryan is also a leader in the firm’s mentoring committee.
Ryan is a member of the AICPA and the Illinois CPA Society. He is a frequent speaker on the topic of decedents, estates, and trusts.
A true family man, he spends much of his free time practicing, coaching, and cheering in the stands with his wife for their children at gymnastics, volleyball, and tee-ball. Home grown in the Chicago land area, Ryan can’t help but root for his home teams – Go Cubs and Da Bears! Outside of sports season, Ryan and his family frequent the Connecticut coastline soaking up the summer sun.
Areas of Expertise
- Fiduciary, Estate, Gift & Generation Skipping Taxes
- Charitable Donation Planning
- High Net Worth Individual Services
- Income Tax Consulting & Compliance
- Retirement Planning
- Private Client Services
Our partners and staff are committed to quality, it is the cornerstone of everything we do. We take pride in establishing long-lasting client relationships and receiving new client
referrals. We are known for innovative thinking and accuracy; our answers are creative, well researched, and correct.
We are proactive in our approach and bring a wealth of expertise to each client relationship. Because most of our partners are also teachers, having taught at local universities or professional societies and various forums, we are up to date on tax law issues and we bring the most current information to each engagement.
We take pride in our availability. We are there for our clients, in person and when and where they need us. Because the engagement team remains the same, you will talk to someone who knows your individual situation and understands your concerns each time you call. Our partners are ultimately involved in all aspects of each engagement and do not merely act as figurehead leaders.
Because we are a medium-sized firm, we take pride in our ability to tailor our services to meet your specific needs. We recognize that each engagement is unique and we thoroughly investigate each situation to provide a customized approach.