Mr. Przybylski specializes in designing custom financial plans for high net worth individuals and families. As a lawyer, he has a thorough understanding of complex tax implications and has substantial experience representing clients before the Internal Revenue Service and state taxing authorities.
Before joining LongVue Advisors, John was the supervising attorney in the financial planning department of a leading accounting firm in Boston. Mr. Przybylski designed custom financial plans and prepared stock option analyses for clients, including reviews of alternative minimum tax implications for incentive stock options, the time value of money and the effect of leverage.
A well-published and oft-quoted expert, Mr. Przybylski gained additional experience in custom and complex financial planning as staff attorney at G.W. & Wade, Inc., Wellesley, Mass., and as a legal researcher at the Law Offices of Jeffrey L Allen in Wellesley. He was also a research assistant at the University of Michigan Tax Policy Research Center.
Mr. Przybylski earned his J.D. and LL.M degrees at the Boston University School of Law and a bachelor's degree in economics at the University of Michigan. He is a Certified Financial Planner, and has successfully completed Series 7, Series 63 and Series 66 securities examinations.
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