Alex Kuzmik
ESOPs | Tax Strategy | Estate Planning | Secure Your Legacy
- Role
- Director of Tax Consulting at Pease Bell
- Location
- Akron, OH, US
- LinkedIn followers
- 500 followers
About Alex Kuzmik
As an advisor, I focus on tax planning for individuals and fiduciaries, specializing in income, gift, estate, and generation-skipping transfer tax planning. I have extensive experience in trust and estate administration, complex multi-generational family tax issues, and strategic retirement planning. I am a vocal advocate for Employee Stock Ownership Plans (\"ESOPs\"), as a succession plan for closely-held businesses.In my legal practice, I assist clients in creating foundational estate plans that ensure their assets are protected and distributed according to their wishes. This includes drafting wills, revocable trusts, and healthcare and financial powers of attorney. I advise on probate, estate, and trust administration.Message me for more details.
Experience
Director of Tax Consulting
Jan 2025 — Present
Education
The University of Akron
Bachelor of Education (B.Ed.), Education
2010 — 2015
University of Akron School of Law
Juris Doctor
2019
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.