David "Dave" Krueger

Mr. Krueger manages the client development program for Oakbrook Tax Advisors. Mr. Krueger also coordinates the firm’s Professional Partner Network, assisting CPAs, financial advisors and other professionals to provide clients comprehensive estate plans that allow families reach their objectives in preserving wealth, minimizing taxes and promoting family unity.

 

Mr. Krueger also works with attorneys and other professional advisors to design and implement domestic and international asset protection strategies to protect professionals and entrepreneurs. Such planning often involves utilizing family limited liability companies, and various types of domestic and international asset protection trusts.

 

Mr. Krueger provides entity and tax minimization planning for partnerships, limited liability companies and corporations. Mr. Krueger also assists clients in the acquisition and disposition of businesses. A primary emphasis is placed on the transfer of business interests to family members or key employees in the most tax efficient manner to provide the second (or third) generation with the best opportunity of continuing the closely-held business.

 

Mr. Krueger regularly advises clients, attorneys and other tax professionals in trust litigation and estate litigation matters, including breach of fiduciary duties and improper administration issues involving executors and trustees.

 

As a former valuation analyst, Mr. Krueger brings a unique perspective to assist attorneys, CPAs, and other professional advisors in supporting and defending the value of business interests in partnership disputes, gift and estate tax filings, divorce proceedings and various litigation matters.

 

Mr. Krueger is a member of various estate planning and business valuation associations. Over his career, Mr. Krueger has been a speaker or panelist at many professional tax planning conferences and has been recognized for his contributions in the area of estate and tax planning.

 

Prior to his current marketing and client development role with Oakbrook Tax Advisors, Mr. Krueger practiced law with several estate/tax planning and estate/tax litigation law firms with regional and national high-net-worth clients.

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Note: All legal and professional accounting services are provided by attorneys and CPAs licensed in their respective states. Mr. Krueger provides only tax consulting and planning services. Mr. Krueger does not provide legal or accounting services to Oakbrook Tax Advisors or any clients of Oakbrook Tax Advisors.