W. H. Brock, and Associates, Ltd.
Currently available for challenging projects!
Jesser, Ravid, Jason, Basso and Farber LLP
I am transferring my wonderful public accounting clients to Jesser Ravid in calendar 2014.
Ravid & Bernstein LLP
2006 – 2013
William H. Brock, Ltd
1997 – 2005
CPA in public practice.
Corporate, partnership, fiduciary, individual, estate, and nonprofit taxation. Largest client: $70 million foundation.
Trusted advisor for closely-held transactions. Purchases and sales of businesses (entity and asset sales). Succession planning, estate planning, banking relationships.
Concentrations: nonprofit, broker-dealer, service, real estate, dotcom. Nonprofit auditor and consultant. IRS representation. Broker-dealer audits.
Training, managing, and mentoring CPA associates.
Certified Public Accountant, 1986–. Licensed to practice (Illinois), 1987.
FINRA Series 6 & Series 63, 2004–10. Licensed Illinois insurance producer (health, life), 2004–12.
August 1997 – December 1999
National commercial real estate portfolio (50 office buildings, 5 million SF); managed department in boom years. Reported directly to ownership. Got maximum production from lean staff; made difficult personnel decisions. Entity-wide budgeting. Partnership accounting, tax. Escalations, cost accounting; construction accounting. New cash management system improved banking relationships essential to company’s expansion.
Department of English, Loyola University Chicago
1988 – 1997
Taught over twenty undergraduate courses: American literature, introduction to fiction, composition. 1993-95, Director, Legal Writing Workshop, Loyola University Chicago School of Law.
Certified Public Accountant
Vogel, Katz & Wold, Ltd.
1995 – 1997
Boutique tax firm: hedge fund accounting and tax preparation for fund of funds ($50 million family LP) and private investor’s $30 million real estate and securities portfolio.
Budgeting, forecasting: complex spreadsheet modeling.
Pandolfi, Topolski & Weiss
1985 – 1987
Auditor and consultant for one of Chicago's largest CPA firms (successor firm was later acquired by Crowe Horwath LLP). Heavy governmental and nonprofit concentration. Casa Central, Illinois Department of Health, Chicago Department of Revenue, Illinois Department of Financial and Professional Regulation, Illinois Emergency Management Agency. Corporate and individual taxation. (After leaving PTW, was consultant to Casa Central and an educational nonprofit while in grad school.)
Staff accountant, real estate management.
Co-founder of startup nonprofit, current treasurer and former secretary.
Treasurer (2012- ); former president (2005-06), director, fundraiser, publications editor.
Chair, Audit Committee. Spearheaded revision of membership dues revenue recognition policy for GAAP compliance. Member, Finance Committee.
1987 – 1994
Ph.D., English, Loyola University Chicago. Crown Fellowship in the Humanities 1987-1990, Arthur J. Schmitt Dissertation Fellowship, 1990-1992. Dissertation: “Phalanx on a Hill: Responses to Fourierism in the Transcendentalist Circle.”
1982 – 1985
BBA, Public Accountancy