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Take Me Out of the Ball Game - Removing Income and Assets from Taxation

  • March 07, 2018
  • 7:15 AM - 9:00 AM (CST)
  • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523


  • Please note that guests may attend two meetings per lifetime, and then must join as members.
  • Sponsors receive one complimentary breakfast.  Other members of your group can attend at $35 per guest. - Code Required

Registration is closed

Speaker: Brian Whitlock
Topic: Take Me Out of the Ball Game - Removing Income and Assets from Taxation

CLE and CFP credit approved.

Presentation Overview:  The Tax Cut and Jobs Act of 2017 is a game changer for Estate Planners. The new tax law will reorder the tax planning priorities of clients. Income tax planning, business choice of entity, and asset protection planning all move in front of Gift and Estate Taxation. Brian will discuss the new tax legislation and the impact that it will have on Estate Planning in the coming year by refocusing everyone on the new planning paradigm and presenting strategies that will be aimed at keeping you in the planning game.

Speaker Biography:

Brian T. Whitlock is a retired Tax Partner with a Midwest regional accounting firm. Currently, Brian is a member of the faulty at the University of Illinois at Urbana-Campaign where he teaches "Taxation of Closely Held Business Entities and Their Stakeholders" in the Masters of Science in Taxation Program. He also writes a quarterly column under the by-line “Untaxingly yours” for Wolters Kuwer’s Taxes – The Tax Magazine.

Brian’s expertise focuses on Tax Planning and compliance issues related to income and estate tax planning for high net worth individuals and their closely held businesses, as well as Exempt Organizations.

Brian brings over thirty-five years of experience as a practicing attorney to the accounting environment. His straight-forward plain English speaking style makes complex topics understandable for both practitioners and clients.

Brian holds a B.A. from Northwestern University and both a J.D., with honors, and an L.L.M. in Taxation, with high honors, from the Illinois Institute of Technology/Chicago-Kent College of Law. He is a Past Chairman of the Board of Directors of the Illinois CPA Society, an active member of the AICPA Tax Division; and a member of the American Bar Association; the Illinois State Bar Association; and the Chicago Bar Association.

Thank you to our sponsor

Additional Details:

- Networking begins at 7:15 a.m.
- Breakfast served at 7:30 a.m.
- Speaker Presentation at 8:00 a.m.
- Meeting concludes at 9:00 a.m.

DuPage County Estate Planning Council | 1018 W. Madison, Ste. 9, Chicago, IL 60607
Tel.  708.338.0760 |

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