Mark J. Blumenthal

CPA

Partner

Mark Blumenthal, CPA, is a Partner and Chairman of the Family Office Service Group at the accounting and business advisory firm Blackman Kallick in Chicago.  He is also the Co-Chairman of the Private Equity Venture Capital group and the senior real estate tax partner of the firm.

Mark serves as a strategic advisor to ultra affluent families, family offices, private equity/venture capital funds and mature private businesses.  He advises clients on buying, selling and investing in private businesses and real estate; the formation of family and investment limited partnerships, family offices and private foundations; and income tax and transaction planning.

Mark has written articles for numerous publications, including The Illinois Institute for Continuing Legal Education, The Tax Advisor, Taxation for Accountants, The Journal of Property Management, The Real Estate Securities Journal, The Journal of Real Estate Development, Taxation for Lawyers, Real Estate Forum and The New York State Bar Association Partnership Handbook.

Mark’s most recent article entitled “Extreme Makeover” appeared in Worth discussing the need for family offices to embrace best-in-class management and organizational standards.

Mark has been on the speaker faculty for the Investment Management Consultants Association (IMCA), The Family Office Forum, Illinois Venture Capital Association (IVCA) CFO Summit, the Family Succession Planning Institute, the Family Office Exchange, the Family Office Management Conference, Family Office Symposium, the Illinois Institute for Continuing Legal Education, IIIR’s Mastering Tax & Estate Planning Conference, the Center for Professional Education, and others.  He has also been quoted in Bloomberg Wealth Manager, The Chicago Tribune, The Los Angeles Times, The Arizona Republic, The Philadelphia Inquirer, Washington City Paper, and Accounting Today.

Prior to merging his practice with Blackman Kallick, Mark was a tax partner at Deloitte.

Mark received both his Bachelor of Science and Master of Business Administration degrees from the University of Illinois.  He is a member of the Chicago Estate Planning Council, the Illinois Venture Capital Association, the American Institute of Certified Public Accountants, the Illinois CPA Society, and the JUF Professional Advisory Committee serving as chairman.
 

News about Mark Blumenthal

• Blumenthal Discusses the “The Ins and Outs of Selling Your Company” at the Morgan Stanley Smith Barney and Locke Lord Bissell & Liddell M&A Market 2010 conference
• Blumenthal Speaks at the June 2008 Family Office Forum in Chicago
• Blumenthal Shares Stage with Nobel Prize Winner Dr. William Sharpe
• Blumenthal Published in Worth Magazine