Ken is a partner in HMB’s Trusts and Estates Group and advises individuals and business owners on nearly every aspect of their estate and tax planning needs.
Ken combines his knowledge of federal, state and local tax and proactive planning strategies to help business owners and wealthy families maximize the value of their estates and align their charitable endeavors with their philanthropic goals. He works with clients to develop income, estate, gift and generation-skipping tax planning strategies; craft plans for businesses with diverse interests, including real estate and non-cash assets; and maximize the impact of charitable efforts, including forming and administering foundations.Read More
Ken provides the full range of estate and tax planning solutions, including: Income, estate, gift and generation-skipping transfer tax planning; wills and trusts; taxpayer representation in income, estate and gift tax audits; planning for owners of closely-held businesses with diverse interests, including real estate and a variety of other non-cash assets; operating and shareholder agreements, buy/sell arrangements and succession planning; multi-generational wealth planning, including creditor protection; charitable planning, including charitable trusts, donor advised funds, and public and private foundation set-up and administration; utilization of non-profit vehicles; art law.
Planning for the Future by Understanding Where You Are Today
Clients trust Ken as their go to resource for up-to-date tax law changes and strategies. They depend on Ken for reassurance that their businesses and estates are on solid footing, today and into the future.
University of Illinois, Chicago School of Law, J.D., cum laude
University of Iowa, B.B.A. in Accounting
Certified Public Accountant, Illinois
10/31/19 Chicago, IL Ken Goldstein, Jim Plucinsky and Joe Tamburello present an in-depth discussion of the tax considerations for small businesses. Attendees will learn detailed information regarding tax compliance requirements based upon the choice of entity as well as tax planning and savings strategies for single-member LLCs, multi-member LLCs, partnerships, S corporations and C Corporations. The CBF Justice Entrepreneurs Project…
Hy-Tek Holdings ("Hy-Tek"), a portfolio company of Dunes Point Capital, LP ("DPC"), has acquired BP Controls Inc. and Nogol Electric LLC (collectively "BP Controls"). Located in Columbus, OH, Hy-Tek Holdings is a material handling automation integrator serving clients in diverse end markets and applications, including ecommerce, third party logistics and parcel. DPC was represented by HMB’s Private Equity Team, led by…
Illinois-based CaptionAccess is a deaf-owned and managed company providing communication access services to the government, corporate and education sectors. CaptionAccess is strongly positioned in the education sector, providing a broad and complementary expansion of Ai-Media’s enterprise customer base in the region.