Tim O'Toole, CPA, Reviewer

With over 50 years experience as a CPA, Tim O'Toole provides valuable oversight of tax returns for 4Weatlh Clients. In his long career of filing taxes, Tim can say he's seen everything. An IRS registered tax preparer, he has seen tax preparation evolve over the years and he actually enjoys keeping up with the changes in the tax code. "I like the challenge of solving various tax problems and coming up with solutions that help our clients," says Tim. He also serves as a valuable mentor to the staff. He likes the collaborative environment and contributing to the financial wellbeing of 4Wealth clients.

Tim can be reached at:
totoole@4wealthfg.com and at 708-695-5844

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The importance of having a will or trust. Part one: comparing the options.

Peter D. Recchia, CPA, AIF

June 7, 2017

There’s much you can find on the internet on the ramifications of not having a will. In a nutshell, Illinois intestacy law* dictates distribution of the deceased’s estate as...


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