John W. Lindbloom's Professional Profile

John consults with clients in a wide variety of industries. He has experience with transactional tax planning, and helping business owners structure the sale of their companies to minimize taxes. As both a CPA and a Personal Financial Specialist, he also provides personal tax, retirement and estate planning for both individuals and business owners.

Specialties

  • Tax Planning and Compliance
  • C-Corporations
  • S-Corporations
  • Retirement Planning
  • Family Wealth and Estate Planning

Education & Certification

  • M.S.,Taxation, DePaul University, Chicago, Illinois
  • Certified Public Accountant, State of Missouri
  • Certified Public Accountant, State of Illinois
  • Personal Financial Specialist

Professional Organizations

  • Missouri Society of Certified Public Accountants (MOCPA)
    • Chair, Board of Directors
    • Past President, St. Louis Chapter
    • Past-Chair, Legislative Policy Committee
  • Illinois CPA Society (ICPAS)
  • American Institute of Certified Public Accountants (AICPA)

Community Leadership

  • Epworth Children & Family Services
    • Director, Board of Directors
    • Treasurer
    • Finance Committee
  • St. Mark's Lutheran Church
    • Finance Team Member

Publications

  • 2013 Year-End Planning Requires Combination of Strategies, NAEDA Monthly Column, Money Matters, November 2013

Presentations

  • Protect Your Trust and Estate Plans!, Anders Signature Speaker Series, September 2013