Stephen Engberg is an attorney and certified public accountant who concentrates in the areas of Corporate Law, Estate Planning & Administration, Estate Litigation and Asset Protection & Taxation. He provides legal counsel on corporate and tax law, with a focus on wealth preservation and estate planning.
Highly regarded for his experience in sophisticated tax planning, Mr. Engberg is sought by owners of closely-held firms to provide counsel and guidance on various business issues and to proactively address tax planning.
After earning his undergraduate degree in Accounting, Mr. Engberg worked in a large public accounting firm in Chicago where he saw the need to better understand the law to fully support clients. He subsequently went to law school and earned his Juris Doctorate. Knowing that he would gain significant experience, Mr. Engberg joined the U.S. Treasury in the Internal Revenue Service department as an IRS agent and became regional counsel. Equipped to work directly with clients, Mr. Engberg moved to a law firm where he spent over 20 years as partner and department head for Tax and Estate Planning.
Seeing the need to better support closely-held firms, partnerships and privately-held corporations, Mr. Engberg founded a private practice where he supported business clients and their families. He became known for his ability to fully support the business, tax and estate needs of clients by addressing the complexities of tax planning that led to tax reductions and asset protection.
Mr. Engberg is a native of Chicago. He is the father of two children and has two grandchildren who all keep him busy. When not spending time with his family or significant other, he can be found on the tennis court or spending down time reading.
Mr. Engberg earned his Bachelor of Science degree in Accountancy from the University of Illinois at Urbana-Champaign. He subsequently became a Certified Public Accountant. He earned his Juris Doctorate degree from DePaul University – College of Law in Chicago.
Mr. Engberg provides insight and perspective to several accounting and financial planning firms who seek counsel for complex client tax issues. He has taught tax courses to members of the Illinois CPA Society and has written articles for professional publications. He is a member of the Chicago Bar Association, the Illinois State Bar Association, the American Academy of Attorney-CPAs and the CEPC – Chicago Estate Planning Council.