Mike Bleck Email & Phone Number
Sr. Estate Planning Advisor @ Blue Trust
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Mike Bleck Location
- Alpharetta, GA, US
Mike Bleck Work
- 2024 -now Sr. Estate Planning Advisor @
- 2023 -2023 Sr. Estate Settlement Officer, Partner @
- 2017 -2023 Sr. Estate Planning Specialist @
- 1999 -2017 Sr. Estate Planning Specialist @ Ronald Blue & Co., LLC
- 1997 -1999 Senior Tax Accountant @ Virchow Krause & Co., LLP (formerly Shumaker Romenesko & Assoc.)
- 1995 -1996 Tax Intern and Tax Staff Accountant @
Mike Bleck Education
- University of Wisconsin-Milwaukee
Master of Science (MS) (Taxation)
1995-1998 - University of Wisconsin-Whitewater
Bachelor of Business Administration (BBA) (Accounting)
1991-1995
Mike Bleck Skills
- CPA
- Estate Tax Planning
- Income Tax
- Charitable Trusts
- Planned Giving
- Charitable Trust Administration
- Gift Tax Planning
- Estate Administration
- Retirement Distribution Planning
- Business Succession
Mike Bleck Summary
- Mike Bleck, based in Alpharetta, GA, US, is currently a Sr. Estate Planning Advisor at Blue Trust. Mike Bleck brings experience from previous roles at Blue Trust, Ronald Blue Trust, Ronald Blue & Co., LLC and Virchow Krause & Co., LLP (formerly Shumaker Romenesko & Assoc.). Mike Bleck holds a 1995 - 1998 Master of Science (MS) in Taxation @ University of Wisconsin-Milwaukee. With a robust skill set that includes CPA, Estate Tax Planning, Income Tax, Charitable Trusts, Planned Giving and more. Mike Bleck has 2 emails and 1 mobile phone numbers on RocketReach.
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