Doug Shostek, CPA

Doug’s easy-going personality combines with his strong work ethic and deep technical skillset to help create a great experience for clients and team members. Anyone who works with Doug appreciates that he leads with integrity and a team mentality to provide value on every engagement.

Beginning his public accounting career in 1993, Doug has experience in both the public and private sectors, including a decade at Big 4 firms, five years at a single-family office and 15 years serving clients at a boutique tax advisory firm. He focuses on ultra-high-net-worth individuals and their families, and works particularly with multi-generational families that have complex tax planning and compliance needs. Communicating frequently with attorneys and investment advisers to help ensure clients receive comprehensive service, Doug focuses on individual taxation, trust and estate tax planning and compliance, charitable giving strategies, and wealth transfer techniques. He specializes in individual, fiduciary, gift and estate taxation.

• Estate Planning Council of Cleveland
• Ohio Society of CPAs
• American Institute of CPAs

Doug resides in Strongsville, Ohio, with his wife, son and daughter. When not spending time with his family, he enjoys heading out for a day on the links, golfing with friends. Doug also enjoys watching Cleveland sports teams, reading John Grisham books and travelling — including his favorite vacation destination of Hilton Head Island.