Jonathan Beer

Jonathan Beer Email and Phone Number

Estate and Trust Planning VP @ Zhang Financial
Grand Rapids, MI, US
Jonathan Beer's Location
Grand Rapids, Michigan, United States, United States
About Jonathan Beer

I actively practice law in Michigan and Illinois. My focuses are estate planning and all related matters as well as tax matters. I began working at LGC in the Northbrook, Illinois office and established an LGC presence in Grand Rapids in 2021.

Jonathan Beer's Current Company Details
Zhang Financial

Zhang Financial

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Estate and Trust Planning VP
Grand Rapids, MI, US
Website:
zhangfinancial.com
Employees:
60
Jonathan Beer Work Experience Details
  • Zhang Financial
    Estate And Trust Planning Vp
    Zhang Financial
    Grand Rapids, Mi, Us
    View
  • Levun, Goodman & Cohen Llp
    Attorney
    Levun, Goodman & Cohen Llp Feb 2019 - Present
    Northbrook, Illinois, Us
    Estate Planning, Taxation, and related matters in Grand Rapids, Michigan and Northbrook, Illinois. I currently live in Grand Rapids and work primarily from LGC's GR office, but I continue to work with Illinois clients and commute to Northbrook periodically.Licensed to practice law in Illinois, Massachusetts, and Michigan.
    View
  • Miller Johnson
    Attorney
    Miller Johnson Feb 2015 - Jan 2019
    Grand Rapids, Michigan, Us
    Estate planning and administrationTax mattersInternational private client concerns
    View
  • Andersen Tax
    Tax Associate
    Andersen Tax Dec 2013 - Feb 2015
    San Francisco, Ca, Us
    -Consulting high net worth individuals, including: estate plan analysis, foreign disclosure analysis, foreign disclosures, domicile and residency analysis, IRS inquiries and audits, quarterly tax estimates, tax compliance, etc.-Varied tax research as needed. Formerly known as WTAS, Andersen Tax was started ca. 2002 by former Arthur Andersen tax consulting partners.
    View
  • Self-Employed (Mostly)
    Various Pre-Attorney Positions
    Self-Employed (Mostly) Jun 1999 - Nov 2013
    From high school through passing my first bar exam, my work experience included:-research support for attorneys (mostly as an independent contractor)-summer clerk externship for a federal Magistrate Judge in Las Vegas-volunteer clerk at the IRS Office of Chief Counsel in Chicago-home repair work (sole proprietorship)-office work at the University of Chicago-package loader at UPS

Jonathan Beer Education Details

  • Northwestern University Pritzker School Of Law
    Northwestern University Pritzker School Of Law
    Taxation
  • Byu Law School
    Byu Law School
    Law
  • University Of Illinois Chicago
    University Of Illinois Chicago
    Germanic Studies
  • Humboldt Universitaet Zu Berlin
    Humboldt Universitaet Zu Berlin
    German
  • Morgan Park High School
    Morgan Park High School
    High School

Frequently Asked Questions about Jonathan Beer

What company does Jonathan Beer work for?

Jonathan Beer works for Zhang Financial

What is Jonathan Beer's role at the current company?

Jonathan Beer's current role is Estate and Trust Planning VP.

What schools did Jonathan Beer attend?

Jonathan Beer attended Northwestern University Pritzker School Of Law, Byu Law School, University Of Illinois Chicago, Humboldt Universitaet Zu Berlin, Morgan Park High School.

Who are Jonathan Beer's colleagues?

Jonathan Beer's colleagues are Natalie Ferriell, Kolby Smith, Cfp®, Viet Nguyen, Giselle Schlubatis, Cfp®, Charles Zhang Cfp®, Mba, Msfs, Chfc, Kate Scott, Holly Lielzuika.

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