Background
Marc Heller is a Partner with Warady & Davis LLP. 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 served on the firm’s Executive Committee, which is responsible for the strategic direction of the firm and on the Business Development team.
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.
Professional and Civic Affiliations
- American Institute of Certified Public Accountants
- Illinois CPA Society
- MSI Global Alliance
Education
- 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