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PAT SCHAEFFER

CPA

— Practice Group: Trust & Estate

— Practice Group: Tax Services

Pat Schaeffer

Pat is a Certified Public Accountant with more than 25 years of experience providing tax consulting and accounting services. Pat manages the Trust & Estate practice at Porte Brown where she assists clients and attorneys with estate and gift tax planning and the related tax preparation. She is a leader of the Tax Practice Group and also heads up the mentor program for the professional staff of the firm.

Professional Experience

Prior to working at Porte Brown, Pat worked at Ulbrich & Company, P.C. where she specialized in tax with an emphasis on trust, estate and gift tax until the firm merged with Porte Brown in July 2010. Before working at Ulbrich, Pat was a manager at Arthur Anderson and was a leader in their banking and financial institution audit group.

Expertise

Federal & State Estate & Trust Tax Preparation

Federal Gift Tax Preparation

Private Foundation Form 990PF Tax Preparation

High Net Worth Individual Consulting

Federal & State Income Tax Preparation

 
Education

B.S., Accounting & Finance - Northern Illiniois University

M.S.T., (In-progress) - Northern Illinois University

Certification

Certified Public Accountant

Civic Involvement

Member American Institute of Certified Public Accountants

Member Illinois CPA Society

Member of the Northwest Estate Planning Council

Member North Shore Estate Planning Council

Did You Know? Image

At Porte Brown we know that interesting people make for interesting stories. We pride ourselves on being relatable professionals with family, friends, interesting hobbies, and a deep appreciation for individual growth!

Did you know Pat...

• Loves to travel! She recently visited China and climbed the Great Wall of China.

• Loves to cook... especially big holiday meals!

• Likes to take continuing education courses!

• Is afraid of heights!

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