Brian T. Whitlock

JD, LLM, CPA

Tax Partner

Brian Whitlock is the Tax Partner in charge of Wealth Transfer and Philanthropy Services.

Brian assists families in transferring assets and businesses from one generation to the next. He develops and implements detailed wealth transfer strategies utilizing tax principles and asset protection vehicles to minimize liability and maximize value over time. He also advises family businesses and exempt organizations on income tax issues; strategies for attracting and retaining key employees; employee benefit plans; and avoiding unrelated business income taxes.

The tax portion of Blackman Kallick's philanthropy services includes operational compliance, governmental reporting, and unrelated income tax planning for the firms exempt organizations (i.e., cultural institutions, social service agencies, trade associations, public charities, and private foundations).

Brian has counseled not-for-profit clients on a variety of tax matters including unrelated business income tax issues, excess benefit transactions, intermediate sanctions, nonqualified deferred compensation, foreign tax withholding on payments to foreign individuals and organizations, and U.S. withholding rules on prizes and raffles. Brian has worked closely with individual donors in analyzing the income and estate tax implications related to charitable giving strategies.

Brian is a member of the AICPA, the Illinois CPA Society, the American Bar Association, the Illinois State Bar Association and the Chicago Bar Association. He is the past chairman of the Illinois CPA Society. He currently serves on the AICPA Tax Executive Committee and the Illinois CPA Society Tax Executive and Advisory Committees. He is a sought-after national speaker by bar associations, CPA and financial planning organizations, and trade associations on a variety federal income, estate and not-for-profit tax issues and is regularly featured at the AICPA National Tax Conference in Washington, D. C. Brian is a member of the faculty for the University of Illinois at Urbana–Champaign where he teaches in the Executive MS Tax Program.

Prior to joining Blackman Kallick, Brian practiced law with Bellows and Bellows, P. C. in Chicago. In addition to income and estate tax planning for closely held businesses, he handled the legal aspects of business and real estate acquisitions, the design and implementation of qualified pension and profit-sharing plans, employment contracts and general corporate matters affecting for-profit and not-for-profit organizations.

Brian received his BA from Northwestern University, his JD (with honors) from IIT/Chicago–Kent College of Law and his LLM in Taxation (with high honors) from IIT/Chicago–Kent College of Law.

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Directors and Managers

Below is a partial list of the many Directors and Managers at Blackman Kallick.

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This publication is part of Blackman Kallick’s marketing of professional services, and is not written tax advice directed at the specific facts and circumstances of any person and/or entity. Contents of this publication are of a general nature, and you should not act on this information without obtaining professional advice from your business advisor that is appropriately tailored to your individual needs and circumstances. This written advice is not intended or written to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.