E.G. Schramka

CPA, JD, ABV, PFS, CIRM

Principal

Areas of Expertise

Exit & Succession Planning

Estate Planning

Fiduciary Taxation

On The Job

E.G. is a Principal with SVA Certified Public Accountants and is experienced in estate planning, fiduciary taxation and trust administrative services. He also provides income tax consulting services to closely-held businesses and high-net-worth individuals.

In addition to his accounting and legal background, E.G. also is an Accredited Business Valuation Specialist and Personal Financial Specialist.

education

  • Marquette University - Juris Doctorate
  • St. Norbert College - Bachelor of Business Administration

credentials

  • Certified Public Accountant (CPA)
  • Certified Integrated Resource Management (CIRM)
  • Accredited in Business Valuation (ABV)
  • Personal Financial Specialist (PFS)

speaking experience

  • Wisconsin Institute of Certified Public Accountants (WICPA)
  • Wisconsin Planned Giving Council
  • Middleton Chamber of Commerce
  • The Olbrich Garden Foundation
  • Madison Estate Planning Council

publications

  • The Tax Adviser

professional memberships, affiliations & activities

  • American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of Certified Public Accountants (WICPA)
  • State Bar of Wisconsin
  • Wisconsin Planned Giving Council - Board Member

civic & community involvement

  • Executive Director and Vice-President of the Irwin A. and Robert D. Goodman Foundation
  • Edgewood High School Business and Finance Committee
  • Wisconsin Planned Giving Council
  • Our Lady Queen of Peace Finance Council and Audit Committee

personal

E.G and his wife Barb have been married for over 30 years. Together they have three children - Terri, Pat and Beth all following in the family legacy as accountants. In his spare time, E.G. enjoys spending time with family, reading and hiking.

Awards and Affiliations

Forbes Names SVA as 2021 America's Best Accounting Firms
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Locations

Madison, WI
1221 John Q Hammons Dr, Suite 100
Madison, WI 53717
(608) 831-8181

Milwaukee, WI
18650 W. Corporate Drive, Suite 200
Brookfield, WI 53045
(262) 641-6888

Colorado Springs, CO
PO BOX 62786
Colorado Springs, CO 80962
(719) 413-5551

Contact

(888) 574-4782
info@SVAaccountants.com
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