Leon J. Dutkiewicz, CPA, CSRP
Senior Associate, Tax Advisory Services
As a member of Margolis & Company’s Tax Advisory Services
Group, he is responsible for the delivery of all aspects of tax
planning and compliance services. Leon also specializes in retirement
plan consulting and has made many presentations on the subject.
Leon has significant tax experience with clients, consulting
on both corporate and individual tax planning issues and has
taught seminars on various tax-related topics. He also specializes
in educational and retirement planning.
Prior to joining the firm,
Leon was Tax Supervisor at a regional accounting firm for five
years where he was a member of the Production/Management Group
responsible for production and efficiency of staff. While there,
Leon coordinated tax research projects, commercial tax accounts,
interacted with various jurisdictions to resolve issues, provided
seminars for staff and was responsible for the development of the
tax department’s efficiency program. Prior to that he spent
five years as Senior Accountant at a smaller accounting firm, where
he provided services such as tax compliance, tax research and audits.
Leon
holds a Bachelors degree in Business Administration from Temple
University where he majored in accounting. Leon has
also earned the designation – Certified Specialist in Retirement
Planning.
Leon is a member of the Pennsylvania Institute of Certified
Public Accountants (PICPA), where he serves on the Speakers Bureau
and the Community Involvement & Social Responsibility Committee.
Leon is a member of the American Institute of Certified Public Accountants
(AICPA), the Tax Practice Division, the American Society of Pension
Actuaries (ASPA) and the ASPA Benefits Council of the Delaware Valley,
a regional affiliate of the ASPA.