Samuel Medina
- Partner, EAG Great Lakes
Contact
Samuel Medina serves as a Partner in the firm's Private Client Services Group, offering over 25 years of experience in public accounting. Specializing in tax services, Sam primarily supports high-net-worth individuals and their closely held businesses across various industries, including family businesses, law firms, professional services, and real estate. His deep expertise in tax compliance and tax planning is complemented by his proficiency in gift and estate tax services. Sam is also instrumental in mentoring staff, the recruitment of new employees, and the training of new and experienced staff.
Prior to his current role, Sam was a Manager at Morrison & Morrison, Ltd., a renowned Chicago-based CPA and consulting firm. In this role, he was responsible for comprehensive tax planning and compliance services for individuals, trusts, partnerships, S corporations, private foundations, and corporations. Sam's extensive background and commitment to client service continue to be invaluable assets to his clients and the firm.
Specialties
- Tax Services
- Tax Planning
- Tax Compliance
- High-Net-Worth Individuals
- Closely Held Businesses
Credentials & Education
- Certified Public Accountant (CPA)
- University of Illinois at Chicago: BS, Accounting
- DePaul University; MS, Taxation
Affiliations
- American Institute of Certified Public Accountants
- Illinois Certified Public Accountants Society