Ryan Wirtz, CPA, MST, RSSA

Partner

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.  Additionally, Ryan is actively involved in the firm’s trust and estate training for new staff.

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