My clients know “good enough” won’t cut it when it comes to their business and private wealth. They require a proactive, tax-focused, and risk-managed approach to ownership, operation, succession, estate, and asset protection planning. The failure to take a comprehensive and technical approach to planning (especially in the complex area of tax law), exposes cracks in the foundation of any plan and ultimately is the source of its demise. The foundation of any business success or personal wealth should never be “good enough”.
MY CAREER. I focus on business law and estate planning, and the tax laws affecting both. My private wealth clients receive comprehensive counsel on wealth preservation, estate planning, tax avoidance and asset protection, while my business clients receive business counsel, including entity structuring for tax and liability protection, business transactions, risk management, mergers, acquisitions, sales, and corporate governance.
As a CPA, I also have the unique ability to understand my clients’ issues from a financial and tax perspective as well. I began my career with one of the world’s largest public accounting firms, where my foundation in tax law and planning took shape. I regularly publish articles and speak on business, estate, and trust tax issues.
MY PRACTICE PHILOSOPHY
LISTEN - Listen, ask questions, and truly understand my clients’ issues.
THINK - Thinking is knowledge tenaciously applied. I find this critical act all too often ignored, especially when innovative solutions are necessary.
ACT – Concise and understandable legal options, with concrete action steps efficiently executed.
MY LIFE. I am a Libertyville native, and work and live in Libertyville with my wife, Jen, and my two boys – Braden and Gavin. When not at work, I can be seen trying to impersonate a real golfer, playing the classical guitar, and enjoying Lake County’s numerous parks and forest preserves with my family.
|IL||Active And Authorized To Practice Law||2007||06/05/2021|
|Award name||Grantor||Date granted|
|Certified Public Accountant||Illinois Board of Examiners||2005|
|Partner||Estate & Business Law Group, PC||2016 - Present|
|Director||Huck Bouma, PC||2013 - 2016|
|Associate Attorney||The Gierach Law Firm||2010 - 2013|
|Senior Associate||Kpmg Peat Marwick||2007 - 2010|
|Association name||Position name||Duration|
|Illinois CPA Society||Member||2015 - Present|
|Chicago Bar Association||Member||2007 - Present|
|Illinois State Bar Association||Member||2007 - Present|
|American Institute of Certified Public Accountants||Member||2005 - Present|
|DuPage County Bar Association, Tax Law Committee||Chair||2016 - 2017|
|DuPage County Bar Association||Editorial Board Member||2015 - 2017|
|DuPage County Bar Association, Tax Law Committee||Vice Chair||2015 - 2016|
|DuPage County Bar Association, Tax Law Committee||Chair||2012 - 2013|
|Illinois State Bar Association Trust and Estates Newsletter||Stalled SECURE Act Finally Enacted Into Law||2020|
|Illinois State Bar Association Trust and Estates Newsletter||The SECURE Act Poised to Eliminate Common Estate Planning Technique||2019|
|Illinois State Bar Association Trust and Estates Newsletter||Use it or lose it: The IRS proposed regulations will not clawback sunsetting exemption amounts||2019|
|Illinois State Bar Association Trust and Estates Newsletter||Estate Tax Account Transcript Now Formally Recognized as a Substitute for an Estate Closing Letter||2017|
|DCBA Brief||Trust Fund Taxes: Personal Liability for Small Business Owners in Economic Decline||2012|
|The John Marshall Law School||J.D.||2007|
|Northern Illinois University||B.S.||2003|
|Northern Illinois University - College of Business||B.S.||2003|
|Wills, Trusts and Estates Committee||Top Five (or So) Things Every Probate and Trust Attorney Should Know About Fiduciary Income Taxes||2019|
|Estate Planning Committee||Fixing Broken Trusts: Decanting, Merger and Nonjudicial Settlement Agreements||2019|
|Wintrust Legal Panel Discussion Series||Wills and Powers of Attorney||2018|
|Wills, Trust & Probate Committee||Trust Administration of Business Entities||2018|
|Vernon Hills Office - Quarterly Conference||The Future of Estate Planning for Financial Advisors||2017|
|Corporate Wellness Program||Estate Planning||2016|
|Estate Planning and Administration||Trust Taxes||2015|
|Family Law Committee||Income Tax Planning for the Divorcing Client||2015|
|The Probate Process From Start to Finish||Understanding Intestancy||2015|
|Probate Process From Start to Finish||Accounting||2014|
|Revocable Living Trusts From Start to Finish||Trust Structures||2014|
|Trusts 101||Trust Tax||2013|
|Complex Estate Planning & Succession Planning|
Posted by Kelly
Fri Aug 21 2020
Posted by anonymous
Fri Feb 08 2019
Posted by Joyce
Tue Nov 21 2017
Posted by Sharon
Thu Jun 19 2014
Posted by Tracy
Wed Jun 18 2014