Speaker
Eric Johnson
CPA, CFP
Partner
Deloitte Tax, LLP
Eric L. Johnson is a Tax Partner at Deloitte Tax LLP in Chicago. His more than twenty-year career in public accounting has focused on serving ultra-wealthy individuals, family groups, family offices, private trust companies, and closely-held business owners on tax, estate planning, and financial matters.
Eric serves as the National Competency Leader for Deloitte's Estate, Gift, Trust and Charitable (EGTC) Competency Group and heads the Strategic Wealth Planning Team for the Chicago office. He is a co-facilitator for Deloitte's National Family Office Forum and the Chicago Family Office Forum. Eric frequently lectures on family office matters and is an author for leading tax publications including The Tax Adviser, Trusts & Estates, Tax Notes, and Family Office Elite.
Eric currently serves on the Steering Committee for the AICPA Conference on Tax Strategies for the High-Income Individual as part of the AICPA ENGAGE conference, leading efforts to establish a family office track starting with the 2015 conference.
He is a former Chair of the AICPA Trust, Estate, and Gift Tax Technical Resource Panel (TRP). The TRP acts as the primary representative for the AICPA before Congress, Treasury and the IRS on legislative and regulatory matters in the estate, gift, and trust tax areas.
He also served as Chair of the AICPA Family Office Task Force, leading efforts in 2010 to provide comments to the Securities and Exchange Commission on drafting their "family office rule", which provided an exemption from investment adviser registration to qualifying family offices.
Eric is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), both licensed in Illinois. He is a member of the American Institute of Certified Public Accountants (AICPA), Illinois CPA Society (ICPAS), and the Chicago Estate Planning Council (CEPC).
Eric serves as the National Competency Leader for Deloitte's Estate, Gift, Trust and Charitable (EGTC) Competency Group and heads the Strategic Wealth Planning Team for the Chicago office. He is a co-facilitator for Deloitte's National Family Office Forum and the Chicago Family Office Forum. Eric frequently lectures on family office matters and is an author for leading tax publications including The Tax Adviser, Trusts & Estates, Tax Notes, and Family Office Elite.
Eric currently serves on the Steering Committee for the AICPA Conference on Tax Strategies for the High-Income Individual as part of the AICPA ENGAGE conference, leading efforts to establish a family office track starting with the 2015 conference.
He is a former Chair of the AICPA Trust, Estate, and Gift Tax Technical Resource Panel (TRP). The TRP acts as the primary representative for the AICPA before Congress, Treasury and the IRS on legislative and regulatory matters in the estate, gift, and trust tax areas.
He also served as Chair of the AICPA Family Office Task Force, leading efforts in 2010 to provide comments to the Securities and Exchange Commission on drafting their "family office rule", which provided an exemption from investment adviser registration to qualifying family offices.
Eric is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), both licensed in Illinois. He is a member of the American Institute of Certified Public Accountants (AICPA), Illinois CPA Society (ICPAS), and the Chicago Estate Planning Council (CEPC).