Barbara Whiting has over 30 years experience providing tax consulting, research and wealth management services to a variety of high net worth individuals, entrepreneurs and executives. Additionally, she has provided tax and business consulting services to various closely held businesses. She advocates for clients to arrange transactions in a manner that will comply with existing tax law and provide the best tax result.
Barbara’s tax experience encompasses individual income tax returns for high-income individuals, partnership returns, fiduciary returns and corporate returns. Her work requires a continual review of the literature that covers new federal and state tax legislation, judicial rulings and opinions and Treasury Department pronouncements.
She began her career in 1979 as an auditor with KPMG in Denver and later with Coopers and Lybrand in Detroit. From 1985 to 1997, she was involved with planning and compliance for real estate partnerships and later with the formation of a publicly traded real estate investment trust with a $700 million market capitalization. In that span, she also provided asset allocation services to businesses that were expanding their facilities. From 1997 to present she has provided tax services in her solo CPA practice and as tax manager for financial planning and wealth management firms including JMG Financial Group and Whitnell.
A Chicago-area native, Barbara graduated in 1979 with high distinction from the University of Colorado, where she received a Bachelor’s degree in accounting. In 2003, she received a Master of Science in taxation from Northern Illinois University. She is a member of the American Institute of Certified Public Accountants and the Illinois Association of Certified Public Accountants, and an AICPA Trust Estate and Gift Tax Section Associate Member.