Brian T. Whitlock retired as Senior Tax Partner from a Midwest
regional certified public accounting firm in October 2016. He currently practice
law.
Brian develops and implements wealth transfer strategies for high
net worth individuals; business succession planning; and the administration and
tax compliance of trusts, estates, and exempt organizations. Brian is adept at
tailoring estate tax deferral and wealth transfer strategies that fulfill the
personal and non-tax objectives of clients.
Brian received his B.A. from
Northwestern University in 1976 and his J.D. with honors from IIT/Chicago-Kent
College of Law in 1979, and his L.L.M. (Taxation) with high honors from
IIT/Chicago-Kent College of Law in 1989.
For over 13 years, Brian taught
as an Adjunct Faculty Member in the Gies College of Business at the University
of Illinois Urbana-Champaign in the Masters of Science in Taxation Program at
the Chicago Campus. He taught both “Taxation Closely Held Business Entities and
their Stakeholders” and “Fiduciary Income Taxation”.
Brian is the
current Chairman of the Illinois Board of Examiners which oversees the
administrate of the CPA Examination in Illinois. He is a Past Chairman of the
Illinois CPA Society (ICPAS). and a receipient of the ICPAS Lifetime Achievement
Award and the Chicago Estate Planning Council’s Austin Fleming Distinguished
Service Award.
In addition to his continued active involvement in
professional associations of Certified Public Accountants, Brian is a member of
the American Bar Association, including its Tax Section and the Real Property
and Probate Section; the Illinois State Bar Association; the Chicago Bar
Association, including participation in the Federal Estate and Gift Tax
Committee. Brian writes a quarter column under the by-line “Untaxingly yours”
for Taxes – The Tax Magazine, published by the CCH division of Wolters Kluwer’s.