Deloitte Tax, LLP
EXPERIENCE Eric L. Johnson is a Tax Partner at Deloitte Tax LLP in Chicago. His more than twenty-five year career in public accounting has focused on serving ultrawealthy individuals, family groups, family offices, private trust companies, and closely held business owners on tax, estate planning, and financial matters. Eric currently serves as Deloitte’s Family Office Tax Leader for the U.S. Firm. He co-leads Deloitte’s National Family Office Forum at Deloitte University, Deloitte’s Chicago Family Office Forum, and Deloitte’s Milwaukee Family Office Forum. He also serves as the senior adviser on Deloitte’s Private Wealth Masters’ Program. 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_. He previously served as Deloitte’s National Competency Leader for the Estate, Gift, Trust and Charitable (EGTC) Competency Group from 2012 – 2017. Eric has been employed with Deloitte Tax LLP since May 2002. Formerly, he was with Arthur Andersen LLP from 1998 – 2002 and with KPMG Peat Marwick LLP from 1995 – 1998. AFFILIATIONS AND CERTIFICATIONS Eric 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 AICPA 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 previously served on the 2014-2019 Steering Committee for the AICPA ENGAGE Conference, establishing the family office track of classes for the Conference on Tax Strategies for the High Net Worth Individual. He 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). EDUCATION Eric received Bachelor Degrees in both Accounting and Finance from Northern Illinois University, and earned a Masters Degree in Taxation with high honors from the Kellstadt Graduate School of Business at DePaul University.