PAM Award Winner 2012-2015, 2017-2018
Family Wealth Report Award Winner 2014-2016, 2018
AI Accounting, Audit & Tax Award Winner 2016-2017
ACQ5 Award Winner 2014-2017
FOR Awards Winner 2012 and 2013

See Front Page for more recent news.

June 2018

Mike Whitty presented at the ACTEC Summer Conference on Life Cycle of a Closely-Held Business – Special Industry Issues in Chicago, Illinois on June 21, 2018.

Matthew Misichko was honored with the David C. Hilliard Award for Outstanding Committee Service for his contribution to the section during the 2017-2018 bar year at the Chicago Bar Association Young Lawyers Section 2018 Annual Meeting on June 6, 2018.

May 2018

Tom Handler was interviewed by WGN Television News on Taxpayer Flight which was televised nationwide on May 21, 2018.

Tom Handler presented on Virtual Family Offices: Advanced Planning Strategies at the Empowered Wealth Symposium in Chicago, Illinois on May 15, 2018.

April 2018

Eric Kalnins presented at the Chicago Bar Association’s annual seminar on April 25, 2018 on the topic of “Blockchain and Cryptocurrencies – What Are They and What Are The Tax Consequences.”

Tom Handler spoke at the Financial Policy Council event “Family Office Round Table – A conversation about the issues of greatest concern to the world’s wealthiest families with industry insiders” on April 5 in New York, NY.

Steven Thayer was presented with the Chicago Illini of the Year Award at the 2018 Chicago Illini of the Year Awards Dinner on April 3, 2018, sponsored by the Illinois Alumni Association and the Chicago Illini Club.

March 2018

Tom Handler was a featured speaker at a private luncheon on the topic “Heard From Clients: Will I Ruin My Family If I Give Them Too Much Money?” on March 29 in San Francisco, CA.

Tom Handler spoke at the Family Office Association Investment Forum on “Merits of Structuring (and How) as an Investment Focused Virtual Family Office: The Time is Now!” on March 16 in Palm Beach, FL.

Handler Thayer, LLP is very honored to have been recognized at the 2018 Family Wealth Report Awards Dinner held on March 8, 2018 as the Most Effective Private Client Legal Team in North America.

Tom Handler was a panelist at the Opal Financial Group Family Office Winter Forum for the session “The Modern Day Family Office: How to Properly Structure & Select Resources That Fit Your Family’s Needs” on March 1st in New York, NY.

We are pleased to share the most recent edition of our firm’s Family Office Outlook newsletter. Read the 2018 Quarter I newsletter here.

February 2018

Eric Kalnins  spoke at the Northern Illinois Commercial Association of Realtors luncheon regarding “The Impact of Tax Changes to CRE & What to Expect in 2018” on February 27 in Oak Brook, IL.

More News at Handler Thayer

FIRM PUBLICATIONS

Handler Thayer, LLP Family Office Outlook.  Quarter 1, 2018.

Handler Thayer, LLP Legal & Tax Trends Update. December 2017.

Handler Thayer, LLP Family Office Outlook. March 2017.

Handler Thayer, LLP Legal & Tax Trends Update. October 2016.

Handler Thayer, LLP Tax Alert. September 2016.

Handler Thayer, LLP Tax Alert. February 2016.

Handler Thayer, LLP Tax Alert. August, 2015.

Handler Thayer, LLP Legal and Tax Trends Update. Summer 2015.

Handler Thayer, LLP Wins Unprecedented Recognition. July 2015.

Handler Thayer, LLP Family Office Outlook 2015. March 2015.

Handler Thayer, LLP Legal and Tax Trends Update. June 2014.

Handler Thayer, LLP Family Office Update. December 1, 2012.

Handler Thayer, LLP Tax Alert. October 1, 2012.

Handler Thayer, LLP Commercial Practice Alert: The SEC Proposed Rule 506(c) To Permit General Solicitation. August 31, 2012.

Handler Thayer, LLP Family Office Outlook 2012. Summer, 2012.

Handler Thayer Family Office Alert: The Commodity Futures Trading Commission Rescinds a Common Family Office Exemption. May 17, 2012.

Handler Thayer, LLP Tax Alert. January 26, 2012.

Handler Thayer, LLP Commercial Practice Alert: SEC Reaffirms Position with Respect to RIA Registration for Special Purpose Vehicles. January 26, 2012.

Handler Thayer, LLP Tax Alert: Legislative Risk: The Super Committee Warrants Immediate Consideration of Your Long Term and Short Term Estate Planning by Year End. Fall, 2011.

Family Office Alert: SEC Adopts Final Rules for RIA Registration. Summer, 2011

Tax Alert. Spring, 2011.

Family Office Outlook. Spring, 2011.

February 2011 Tax Alert. February, 2011.

SEC Accredited Investor Rules Spark Debate. February 14, 2011.

Handler Thayer, LLP Family Office 2010 Outlook. April 29, 2010

Handler Thayer 2010 Real Estate Outlook. April 15, 2010.

January 2010 Tax Alert. January 11, 2010.