Jim started with Wojcicki & Mulroe, P.C.in February of 2025. Jim had been with Baloun & Company since 1992. His expertise is in the area of retirement and estate planning in addition to tax consulting.
Jim joined the firm as a Certified Financial Planner, enrolled to practice before the IRS. Jim has designed and administered trusts since 1985. His experience includes (among others):
• Revocable and irrevocable trusts • Special needs trusts • Charitable remainder trusts • Grantor retained trusts • Life insurance trusts • Pension trusts
He has been a lecturer and presenter with the Independent Accoutants Association of Illinois in the area of trust tax and accounting. Jim has over 50 years of experience income tax preparation with: • Individual; corporation; partnership; LLC; trust; gift and estate • Family tax coordination • Retirement planning – 401(k) plans; IRAs, both traditional and Roth; early distributions • Foreign tax issues – foreign income exclusions; foreign tax credits; foreign trusts; foreign corporation and partnership reporting • Corporate governance issues
Jim's primary skill is the uncommon ability to take a highly complex and technical subject and communicate the essence of that topic and how it affects daily lives in terms that are both comfortable and complete.
1834 Walden Office Square, Suite 501
Schaumburg, IL 60173