Alex Kuzmik
Director of Tax Consulting @Pease Bell
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WORK HISTORY
Director of Tax Consulting @Pease Bell
EDUCATION
The University of Akron
Bachelor of Education (B.Ed.), Education
University of Akron School of Law
Juris Doctor
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.
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