Introduction

Who We Are

Jeffrey C. Zysik
Managing Director
Tax & Administration
Services

Bibliography

Jeff Zysik is an attorney and accountant with fifteen years of tax planning experience. Throughout his career, he has focused on advising high net worth individuals and their advisors concerning sophisticated estate and income tax concepts. Many of these concepts include or center on various charitable planning opportunities, such as charitable lead and remainder trusts and private foundations. He has published numerous articles on various estate planning topics.

Jeff is Managing Director - Tax & Administrative Services and co-founder of Charitable Entity Administration, LLC (CEA). Prior to co-founding CEA, he served as Director in Charge of myCFO’s national tax group, where he advised other tax professionals in the firm’s strategic tax advisory group. Prior to myCFO, he was Director in Charge of KPMG LLP’s South Florida Personal Financial Planning practice. Jeff also spent three years with KPMG LLP’s Washington National Tax Personal Financial Planning practice.

Admitted to the New York State Bar, Jeff is a member of the American Bar Association, the New York State Bar Association, the Tax Court Bar, and the Federal Claims Court Bar. He holds a Bachelor in Accountancy degree from George Washington University, a Master in Public Accounting – Tax degree from the University of Texas at Austin, a JD degree from George Mason University, and is a LLM in Estate Planning candidate at the University of Miami.

Jeff can be contacted at jczysik@cea-llc.com or (703)294-6960.

© 2004 Charitable Entity Administration LLC