Partners, principals and associates

Kalfen_Alan Lincolnshire

100 Tri-State International
Lincolnshire, IL 60069

Tel:

847.580.4100


Email: alan.kalfen@wipfli.com

Alan Kalfen, CPA

Partner

Alan Kalfen is a partner with more than 40 years of experience and specializes in providing tax and business advisory services for closely held businesses and business owners. He works with clients in the construction and real estate industry, including developers, property managers, and investors, in managing the details of their real estate transactions. Alan provides tax and business planning and new partner agreement services to professional services firms. Adept in understanding the complexities of closely held and family businesses, he is a trusted advisor for owners of existing and emerging businesses.

Certifications

  • Certified Public Accountant

Professional Memberships and Activities

  • American Institute of Certified Public Accountants (AICPA) - Member
  • Illinois CPA Society (ICPAS) - Member
  • Northside Community Bank Riverwoods Advisory Board - Member
  • Congregation B’nai Tikvah, Deerfield - Board member
  • Deerfield Youth Baseball Association - Member

Services

Tax

Areas of Focus

  • Closely held businesses
  • Construction and real estate
  • Professional services firms
  • Individuals and families
  • Income tax planning
  • Business advisory services
  • Strategic planning
  • Entity structuring
  • New partner agreements
  • Employee benefit plans

Education

University of Illinois at Urbana-Champaign

  • Bachelor of science degree in accountancy