Illinois Events

Illinois Events

    • February 22, 2022
    • 5:00 PM - 7:00 PM
    • Hyatt Lodge Oak Brook | 2815 Jorie Blvd | Oak Brook IL 60523
    Register

    Tax Update
    Panelists

    Howard Bakrins, CPA, KRD
    Mark Gallegos, CPA, MST, Porte Brown
    Rob Eisenstadt, CPA, KRD, Moderator


    Howard P. Bakrins, CPA

    KRD

    Howard brings over 31 years of experience providing middle market companies and their principals with expert tax guidance and planning opportunities.

    Specifically, he specializes in tax and business planning for closely held businesses. His practice includes U.S., state and local, and international tax planning, and compliance, accounting for income taxes, tax credits and incentives, corporate merger and acquisition transactions, real estate, family wealth and succession planning. During his career, Howard has represented business in many industries, including manufacturing, distribution, service & technology companies, real estate businesses and not for profit organizations.

    Howard also has extensive experience in entity structuring and tax strategies and methods that maximize the value of the businesses he represents.

    Corporate executives and wealthy family groups value his experience with income tax planning, establishing charitable foundations, estate, gift and generating skipping tax planning, family limited partnerships and transactional planning and analysis. Howard is also knowledgeable in the tax laws pertaining to hedge fund transactions.

    Howard earned his Bachelor of Science Degree (BS) from University of Illinois and is a member of the AICPA and the Illinois CPA Society. Howard enjoys traveling, playing golf, and spending time with his wife and two young grandsons.


    Mark Gallegos, CPA, MST

    Porte Brown

    Mark Gallegos, CPA, MST, is a tax partner on Porte Brown’s accounting and consulting services team in the Elgin, Illinois, office. He has more than 20 years of experience. He spends a great deal of time advising, speaking, and writing about international tax, mergers & acquisitions and credits and incentives. Gallegos has been entrenched in the intricacies of tax legislations and impending changes. Gallegos co-hosts a recurring webinar series on the topic and regularly speaks on tax legislation and other tax topics.

    Prior to working at Porte Brown, Gallegos worked for two national accounting firms focusing on middle market clients. He has a passion for helping clients navigate the complicated tax code and being their business advisor to help them be successful.

    Expertise

    Federal & State Income Tax Compliance

    Income Tax Research, Planning & Consulting

    Tax Legislation

    Tax Credits & Incentives

    Business & Individual Taxation

    International Tax & Consulting

    Mergers & Acquisitions

     

    Education

    Masters of Science, Taxation, DePaul University

    B.S., Accounting, University of Kentucky



    Rob Eisenstadt, CPA, CM&AA

    Partner

    KRD

    Rob joined the KRD team as a partner; he has more than 30 years of experience in accounting, auditing, and financial reporting with several Chicago-based public accounting firms. He is a specialist in the manufacturing, distribution and professional services industries where he provides a variety of accounting, tax, business consulting, and financial services to individual and closely-held business clients. His extensive accounting and auditing background served as the basis for assisting with professional training in these functions. 

    Rob focuses on serving the needs of his clients by providing strategic tax planning, business consulting, and evaluating opportunities to minimize risk and maximize profitability. 

    Rob received his Bachelor’s degree from University of Illinois at Urbana-Champaign. He is also a CM&AA, Certified Merger & Acquisition Advisor. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Illinois CPA Society. His professional affiliations include:  Rochelle Zell (formerly Chicagoland Jewish High School), Former Treasurer, Board, and Executive Committee Member; Chicagoland Jewish High School Endowment Fund, Past President; Illinois Holocaust Museum and Education Center, Board member and former Treasurer and Executive Committee Member; Midwest Business Brokers & Intermediaries; Precision Metalforming Association, Chicago District, Past President; The Entrepreneurship Institute, Chicago Advisory Board Partner.

    Cancellation with request for refund must be received 7 days in advance of the event. Registration may be transferrable.


    2021 Illinois Sponsors


    • March 02, 2022
    • 10:00 AM - 10:30 AM
    • Online

    Members Only

    Spend a few minutes discovering tools that can be leveraged for valuations and benchmarking. See how to find detailed reports by sector and analysis to support your business decision making. 

    Access to IBISWorld is yet another benefit of your MBBI membership.

    This 30-minute demo includes time for your questions.




    • August 02, 2022
    • 10:00 AM - 8:00 PM
    • Geneva National Resort & Golf Club 1221 Geneva National Ave S, Lake Geneva, WI 53147
    • 260


    #MBBIgolf      


    Save the date

    August 2, 2022

    23rd Annual MBBI Golf Outing

    Questions? 

     info@mbbi.org or call 847-847-7703

    Payment required by June 30 to confirm registration.
    To be considered, a cancellation request must be received by July 1.

Past events

January 20, 2022 MBBI 2022 Annual Conference
December 14, 2021 Holiday Gathering: Reconnect & Network
November 17, 2021 MBBI Sponsor Appreciation Dinner
November 16, 2021 Recent Legal Challenges Related to M&A Deals - MBBI Illinois
November 10, 2021 Member Benefit: IBISWorld demo
September 21, 2021 MBBI + XPX September Fest
September 14, 2021 White Sox v Angels & Networking
August 03, 2021 22nd Annual MBBI Golf Outing
July 13, 2021 Managing Cybersecurity / IT Risks in Private Equity and M&A
June 17, 2021 Private Equity Info Demonstration
June 08, 2021 Indiana: Networking & Finance
June 01, 2021 How Business Valuations Have Changed in 2021
April 27, 2021 Positioning Your Client's Business for Sale Post Covid
April 21, 2021 Member Benefit: IBISWorld demo
March 30, 2021 Illinois - Virtual Beer Tasting and Networking
March 02, 2021 Illinois - The New M&A Tax Environment
January 12, 2021 MBBI Annual Conference - Virtual
November 11, 2020 Post-Election Economist & Networking
October 13, 2020 M&A in Uncertain Times & Networking
September 22, 2020 USDA and Main Street Loan Programs for Small Business
September 01, 2020 21st Annual MBBI Golf Outing
August 11, 2020 Happy Hour with Kathy Gilmore, President, Valley Industrial Association
July 28, 2020 How to Attract New Business as the Lock-down Eases
June 30, 2020 MBBI Virtual Social
May 13, 2020 Stress Testing Deals in Good Times, Bad Times and Now
April 14, 2020 Virtual Happy Hour - Capital Market Update
March 10, 2020 It's a Wonderful Deal, Selling a Business to Achieve Your Goals
January 23, 2020 MBBI Illinois Annual Conference 2020
December 15, 2019 Bears vs Packers at Lambeau Field - Networking - Green Bay, WI
December 10, 2019 Holiday Networking Event - Oak Brook, IL
November 05, 2019 Late Cycle View - Oak Brook, IL
October 24, 2019 IBISWorld Training Webinar - Members Only
October 01, 2019 Ethical Considerations in M&A Transactions
September 26, 2019 IBISWorld Training Webinar - Members Only
September 19, 2019 Cubs vs Cards - Networking Event - Chicago, IL
September 10, 2019 Happy Hour Networking Event
July 09, 2019 20th Annual MBBI Golf Outing
May 07, 2019 The State of the Banking Industry - Oak Brook, IL
March 28, 2019 The Art of the Capital Raise
January 24, 2019 2019 MBBI Annual Conference
December 16, 2018 MBBI Exclusive Event - Tailgate at Chicago Bears vs Green Bay Packers
December 16, 2018 MBBI Exclusive Event - Chicago Bears vs Green Bay Packers
December 11, 2018 Holiday Networking & Social Event - Oak Brook, IL
October 02, 2018 The Art of the Transition
September 13, 2018 "General" Insights on World Affairs, Impact of 9/11 and Defense Industry Trends
August 14, 2018 Chicago Summer Rooftop Networking Event
July 10, 2018 19th Annual MBBI Golf Outing
June 06, 2018 Ethical Considerations in M&A Transactions
May 08, 2018 MBBI of Illinois - The Art of the Hunt
March 06, 2018 MBBI of Illinois - Networking Event
January 23, 2018 MBBI Annual Conference
December 13, 2017 Oak Brook, IL - Networking & Social Event
November 07, 2017 Oak Brook, IL - Real Estate Strategies
August 28, 2017 MBBI-IBBA Pricing & Recasting Educational Summit
August 08, 2017 Chicago Summer Rooftop Networking Event
July 11, 2017 18th Annual MBBI Golf Outing
June 06, 2017 Oak Brook, IL - Current Market Update: Where Do We Go From Here?
May 09, 2017 Oak Brook, IL - What Are Those Sellers Thinking?
April 11, 2017 Oak Brook, IL - 2017 M&A Market Trends
March 07, 2017 Oak Brook, IL - Networking & Socializing - Members & Guests in the M&A Market

No content or materials contained in any Midwest Business Broker & Intermediary Association (MBBI) presentation or event may be recorded, copied, reproduced, rebroadcast, or transmitted in any form or by any means without the prior and express written consent of MBBI, which consent may be withheld at MBBI’s sole discretion. Additionally, any person or entity ("recipient") receiving such consent from MBBI with respect to any such recording, reproduction or other similar purpose shall also obtain and be solely responsible for obtaining any requested or necessary consents and waivers, in a form acceptable to MBBI, from all applicable third parties including, without limitation, speakers and presenters, and such recipient shall immediately and fully indemnify, release and hold MBBI harmless from any loss or damage resulting from any failure to obtain such waiver or consent. For all purposes hereunder, in no event shall any recipient receiving consent from MBBI with respect to any recording, reproduction or other purpose state or imply in any manner that MBBI has endorsed, approved, or otherwise supported such person, such person’s organization, or such content.

Contact info@mbbi.org with requests.

Illinois & Wisconsin Sponsors 
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