CHICAGO – The
Illinois CPA Society will honor Brian Whitlock, CPA, JD, LLM with the 2014
Lifetime Achievement Award on Monday, June 9 at the Society’s Leadership
Recognition Dinner for his commitment to the organization and his contributions
and achievements as an accounting professional.
Brian is a Partner in the certified public accounting (CPA) firm of Plante
& Moran, PLLC, the 11th largest CPA firm in the nation and the 6th largest
in Chicago. As a Tax Partner, 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. He is adept at tailoring estate tax deferral and wealth transfer
strategies that fulfill the personal and non-tax objectives of clients, as well
as developing strategies utilizing qualified and non-qualified deferred
compensation plans that allow closely held businesses and exempt organizations
to attract, retain and reward key employees.
In 1984, Brian entered the practice
of law with Bellows and Bellows, P.C. in Chicago. In addition to income and
estate tax planning for closely held businesses, Brian handled the legal
aspects of business and real estate acquisitions, the design, drafting, and
implementation of qualified pension and profit sharing plans, employment
contracts and general corporate matters. During this period, Brian
received his L.L.M. (Taxation) with high honors from IIT/Chicago-Kent College
of Law. In 1987, Brian joined Blackman Kallick, LLP as a Tax Manager and the
Director of Estate Planning. He became a Partner at Blackman in 1990.
Blackman Kallick, LLP merged with Plante & Moran, PLLC in 2012. From 1987 until
2012 he continued to operate his law practice as part of BK Wealth Transfer
He received his B.A. from Northwestern University in 1976 and his J.D. with
honors from IIT/Chicago-Kent College of Law in 1979. Upon his completion
of law school and admission to the Illinois Bar, Brian entered public
accounting rising to the position of Tax Manager with a west suburban firm.
During this period, Brian continued his education by picking up a secondary
degree in accounting at Elmhurst College and passing the CPA Examination in
For the past eight years
Brian has served as an adjunct member of the faculty at University of Illinois
at Urbana-Champaign where he teaches “Taxation Closely Held Business Entities
and their Stakeholders” in Masters of Science in Taxation Program in downtown
Chicago. Brian was voted the Faculty MVP by both the 2009 and the 2010
Brian is a Past Chairman of the Illinois CPA Society (ICPAS), where he served
on the Board of Directors and in various officer positions for the over eight
years, and for more than 25 years he served countless roles on ICPAS committees
and task forces. He is currently serving as an active member of tax committees
within the American Institute of CPAs (AICPA), the Illinois State Bar
Association and the Chicago Bar Association. Additionally, he has previously
served the AICPA on panels, councils and committees for more than a decade. He
is a regularly featured speaker at the AICPA National Tax Conference and numerous
CPA, bar, financial planning and other trade associations invite Mr. Whitlock
to speak on income, estate and not-for-profit tax issues.
“I am grateful to be recognized by
the Illinois CPA Society for the work of my first 30 years as a CPA. I only hope
that I can live up to this honor in the next 30 years,” said Mr. Whitlock.
Brian and the love of his life,
Nancy, have been married for over 33 years. They are the proud parents of
Mallory (also a CPA), Brad, and Paige. In addition to coaching youth soccer and
baseball, Brian has been an active officer and board member of his church’s
Parish Council, The Rich-Port YMCA Indian Guide and Princess Program, The
Theatre of Western Springs Foundation, and numerous scholarship funds which he
has assisted in organizing.
the Illinois CPA Society
The Illinois CPA Society (ICPAS), with over 23,000 members,
is one of the largest state CPA societies in the nation. For more than a century the Society has advanced the
highest ethical and financial standards of the profession, and remains a leader
in educating the public on financial issues. The Society focuses on four
key initiatives in serving its members and the public: advocacy, information,
education and connections.