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John Sczepanski profile image

John Sczepanski

Tax Analyst at Wells Fargo, NA, Wealth Management
Intro Book
John Sczepanski is a seasoned tax professional with expertise in auditing, estate planning, and mergers and acquisitions, holding an LL.M. in Taxation and a Juris Doctor from Villanova University.
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Location
Lafayette Hill, Pennsylvania, United ...
Skills
  • Auditing
  • Trusts
  • Estate Tax Planning
  • Accounting
  • Mergers And Acquisitions
  • Show all
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Bio

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John Sczepanski is a seasoned tax expert with extensive experience in auditing, trusts, estate tax planning, accounting, mergers and acquisitions, and tax. As a senior tax officer at Wells Fargo, he reviewed documents and returns to determine GST status and computed inclusion ratios, aiming to reduce GSTT. His tenure at PNC Wealth Management spanned 20 years, during which he prepared federal estate tax returns, fiduciary income tax returns, and individual income tax returns, among other tasks. Sczepanski holds an LL.M. in Taxation from Villanova University Graduate Tax Program and is a licensed attorney and certified public accountant in Pennsylvania.

Credentials

  • Attorney
    Pennsylvania
  • CPA
    Pennsylvania

Experience

  • Wells Fargo, NA, Wealth Management
    • Philadelphia, Pa. (Contract position through In...
    • Tax Analyst
      • Aug 2017 - Feb 2018
      • Philadelphia, Pa. (Contract position through In...

      - Reviewing documents and returns to determine GST status.- Computing inclusion ratios.- Planning to reduce GSTT

  • PNC Wealth Management
    • 1600 Market St., Fourth Floor, Philadelphia, Pa...
    • Senior Tax Officer
      • Dec 1996 - Jun 2017
      • 1600 Market St., Fourth Floor, Philadelphia, Pa...

      - Preparing federal estate tax returns, state inheritance tax returns and state estate tax returns.- Preparing fiduciary income tax returns and individual income tax returns.- Preparing returns for private foundations.- Postmortem planning.- Tax planning and research.- Representing estates and in...

  • John A. Sczepanski, Esq., C.P.A., LL.M. Taxation
    • Norristown, Pa.
    • Sole Practitioner
      • 1988 - 1996
      • Norristown, Pa.

      - Tax Planning and research in diverse areas including corporate, partnership and individual taxation.- Writing tax opinions for real estate tax shelters.- Estate planning and administration.- Pension plans.- Corporate and business law.- Real estate transactions.- Representing taxpayers ...

  • Pincus, Verlin, Bluestein, Hahn and Reich, Atto...
    • Philadelphia, Pa.
    • Associate Attorney
      • 1987 - 1988
      • Philadelphia, Pa.

      - Tax planning and research in diverse areas, including pension plans.- Estate planning and administration.- Structuring tax-free corporate spin-off and corporate acquisition.- Corporate planning.- Research regarding ERISA issues.- Representing taxpayers before IRS, including preparation of ...

  • Shotz, Miller and Glusman, CPA's
    • Philadelphia, Pa.
    • Manager, Tax Department
      • 1985 - 1987
      • Philadelphia, Pa.

      - Tax planning and research in diverse areas, including estate planning and pension plans.- Reviewing tax returns.- Lecturing publicly and within firm.

  • Deloitte Haskins and Sells
    • Philadelphia, Pa.
    • Senior Tax Consultant
      • 1984 - 1985
      • Philadelphia, Pa.

      - Tax planning and research.- Representing taxpayers before the IRS.- Reviewing tax returns.

  • Samuel M. Fisher & Co., CPA's
    • Bala Cynwyd, PA
    • Supervisor, Tax Department
      • 1981 - 1984
      • Bala Cynwyd, PA

      - Tax planning and research.- Representing taxpayers before IRS.- Representing and advising clients in negotiations.- Preparing and reviewing tax returns.

  • Honorable Raymond J. Broderick, US District Cou...
    • Philadelphia, Pa.
    • Law Clerk
      • 1979 - 1979
      • Philadelphia, Pa.

      - Serving as law clerk on jury trial and drafting charge to jury.- Drafting opinions

Education

  • 1980 - 1984
    Villanova University Graduate Tax Program
  • 1977 - 1980
    Villanova University School of Law
  • 1973 - 1977
    Saint Joseph's University

Suggested Services

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Industry Focus. “Accounting and Auditing”

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