Of Counsel

Brian T. Whitlock Encourages Business Owners to Engage in Active Succession Planning

May 30, 2023

Golan Christie Taglia partner Brian T. Whitlock provides a straightforward perspective for estate planners working with clients with small businesses and farms. Using the guiding motto, “failure is not an option,” Brian illustrates the results of failure and the best practices for applying tax code provisions.

The article, “Untaxingly Yours: Planning to Fail vs Failing to Plan,” details the special use valuation, redemptions, C Corporation accumulations, and deferrals, among other items.

Read the full article here.

Brian provides wealth transfer strategies for high-net-worth individuals, strategies for business succession planning and the administration and tax compliance of trusts, estates and exempt organizations. He is also an adjunct member of the faculty at the Northwestern University Pritzker School of Law.

For more than 25 years, Golan Christie Taglia has remained committed to delivering successful results while providing clients with the highest level of quality and personal service. With a wide variety of clients including entrepreneurial businesses, high-net-worth individuals and non-profit organizations, GCT provides leading counsel in a broad array of practice areas from both our Chicago and Springfield offices.