• Posted on December 10, 2020

    Education

    • University of Iowa, College of Law, J.D. (with distinction)
    • Iowa State University, B.S.
      (Major in History, 1985)

    Admissions, Associations & Memberships

    • Member Illinois State Bar

    Associations

    • Illinois State Bar Association
    • Kane County Bar Association
    • Phi Alpha Theta (academic honorary fraternity for scholarship in the field of history)

    Keith A. Spong’s practice covers all areas of commercial and residential real estate law as well as general business and tax matters ancillary to real estate issues. Keith’s experience includes complex commercial sales and acquisitions involving industrial properties, shopping center properties, farms and multi-family properties, including the structuring of Section 1031 Tax Deferred Exchanges in connection with such real estate transactions.
    Keith has extensive experience in commercial leasing, representing both landlords and tenants, including frequent involvement with various shopping center leases. He has further represented builders and developers in condominium projects, including the drafting of condominium declarations and establishment of the related association structures for such projects. In addition, Keith has documented numerous loan transactions involving real estate and non-real estate loans and he also has experience in corporate mergers and acquisitions, both involving real estate and otherwise.

    Prior to the joinder of Huck Bouma PC and Brady & Jensen, LLP in 2017, Keith was a partner at Brady & Jensen, LLP, where he spent most of his 30 plus years in private practice. He has spoken several times at continuing legal education seminars on various real estate topics.

    Keith lives in St. Charles with his wife, Kelly. He is a passionate international and adventure traveler/high-altitude trekker as well as a student of history, which is a lifelong interest.

    Martindale-Hubbell® Notable Rating Badge


  • Posted on December 10, 2020

    Education

    • New York University (B.A., magna cum laude, 2008)
    • The John Marshall Law School (J.D., summa cum laude, 2013)

    Associations & Memberships

    • DuPage County Bar Association
    • Constitutional Rights Foundation “Lawyers in the Classroom,” participant
    • Illinois State Bar Association, Member
    • Chicago Bar Association, Member

    Honors & Awards

    • Selected to the 2017, 2018, 2019 and 2020 Illinois Rising Star list by Super Lawyers Magazine
    • CALI award, Constitutional Law I
    • CALI award, Civil Procedure I
    • CALI award, Civil Procedure II
    • CALI award, Criminal Procedure: Police Investigation
    • CALI award, Bankruptcy Law
    • CALI award, Securities Regulation
    • Distinguished Scholar Award, The John Marshall Law School (three-year tuition scholarship recipient)
    • Herzog Scholar Award
    • John N. Jewett Award for Highest Grades in the First Year
    • Order of John Marshall

    Admissions

    • Illinois

    Krista A. Smith, a Director with the Firm, concentrates her practice at Huck Bouma, PC in the area of Corporate law, representing middle market companies, individual business owners, and multi-national corporations. She assists with the formation and general legal issues of business organizations; the purchase or sale of companies; mergers and acquisitions; divestitures and restructurings; commercial contracting; and a wide variety of other transactional matters. Ms. Smith regularly advises clients and negotiates and drafts various transactional documents such as asset purchase or stock purchase agreements, operating agreements, confidentiality and non-disclosure agreements, customer or supplier contracts, vendor agreements, and corporate governance documents.
    Ms. Smith joined the firm in 2018 and previously practiced with a downtown Chicago law firm. She earned her B.A., magna cum laude, from New York University in 2008, where she majored in Anthropology (Honors), and was awarded her J.D., summa cum laude, from The John Marshall Law School in 2013, where she served as a Staff Editor for The John Marshall Law Review and was on the Executive Board for the Corporate Law Association.


  • Posted on December 10, 2020

    Education

    • Northwestern University School of Law –
      Chicago, IL
      -LL.M. in Taxation (Masters in Tax Law)
    • Valparaiso School of Law – Valparaiso, IN
      -Juris Doctor
    • University of Illinois At Urbana-Champaign –
      Champaign, IL
      -Bachelor of Science: Accounting
      -University of Illinois Football (1996)

    Associations & Memberships

    • Illinois State Bar Association
    • DuPage County Bar Association
    • Illinois CPA Society
    • Fox Valley Chapter of the Illinois CPA Society
      -President, 2018- Present
    • DuPage County Bar Association
      -Treasurer, 2019-Present

    Certifications

    • Licensed Illinois Real Estate Managing Broker

    Awards

    • DuPage County Bar Association
      -2021 Lawyer of the Year
      -2020 Directors’ Award
    • Illinois CPA Society
      -2018 Distinguished Service Award

    Admissions

    • Illinois

    Aaron E. Ruswick is a Shareholder of Huck Bouma PC with a practice focusing on business services, mergers and acquisitions; and trusts and estates. Such matters include business planning; tax and transactional matters; private letter rulings with the IRS; estate and gift strategies/planning; business succession planning; business disputes; and general contractual matters.

    Work History
    Huck Bouma PC

    Shareholder 2006-Present, Wheaton, IL

    Corporate Practice Group

    • Prepares shareholder, operating agreements, and partnership agreements for clients in order to provide succession planning, taxplanning, restrictions on transfer, buyout provisions, restrictive covenants, and income allocations.
    • Represents individuals and closely-held businesses in business planning and commercial transactional matters such as choice of entity analysis, negotiating and drafting commercial transactions, mergers, reorganizations, buying and selling, and other contractual
      matters.
    • Drafts employee benefit plans including phantom stock plans, stock appreciation rights plans, restricted stock plans, and stock option plans.
    • Built largest non-equity practice in the firm with creative marketing and cross selling techniques.

    Estate Planning Practice Group

    • Creates estate plans for high net worth individuals and families, with an emphasis on business owners, in order to transfer wealth down to lower generations.
    • Prepares wills, revocable trusts, irrevocable trusts (including defective grantor trusts, irrevocable life insurance trusts, grantor retained annuity trusts, and other types of trusts
    • Prepares family settlement agreements and decanting of trusts for inventive solutions.
    • Gift planning and creative allocation of generation skipping tax exemption.
    • Retirement benefit planning to maximize the stretch and split with IRA’s.
    • Prepares and files 706 and 709 tax returns.

    KPMG LLP, Chicago, IL
    Senior Tax Associate, International Corporate Services

    • Technical corporate tax planning for multinational corporations.

    Speaking Engagements:

    2021

    • Wealth Counsel Illinois Forum – Residency Planning for Individuals and Businesses
    • Webinar on Pending Tax Changes: What Clients and Advisors Should Consider in Planning

    2020

    • Wealth Counsel Illinois Forum Symposium – Succession Planning Alternatives for Law Practices
    • Webinar on the Families First Coronavirus Response Act

    2019

    • Webinar on Estate Planning Updates
    • Webinar on Income Tax Updates
    • IL CPA Society, Fox Valley Chapter Primer on Leading
      Clients Through Private M&A Transactions

    2018

    • Webinar on Estate Planning Updates
    • Webinar on Income Tax Updates
    • Fox Valley Estate Planning Council – Updates in Tax Law after the Tax Cuts & Jobs Act

    2016

    • WealthCounsel Symposium 2016, Washington, D.C. – Succession Planning for the Small Law Firm/Sole Practitioner
    • WealthCounsel Illinois Forum Symposium – Succession Planning for the Small Law Firm/Sole Practitioner
    • IL CPA Society, Fox Valley Chapter – Advanced Estate Planning & Proposed Regulations under Section 2704

    Aaron was recently named Lawyer of the Year for 2021 by the DuPage County Bar Association (DCBA) and serves as the Secretary and Treasurer of the DCBA. Aaron is also the President of the Fox Valley Chapter of the Illinois CPA Society, where he organizes more than a dozen continuing education seminars and events annually for more than 4,000 CPAs, lawyers and other professionals.


  • Posted on December 10, 2020

    Education

    • Chicago Kent College of Law
      Juris Doctor, cum laude
    • Wake Forest University
      Bachelor of Arts, Economics

    Associations & Memberships

    • Illinois State Bar Association

    Admissions

    • Illinois

    Christopher Riley is a director in the Business Services Practice Group, advising clients on a multitude of issues, with a strong focus on mergers and acquisitions. Chris has extensive experience with corporate transactions, including formation issues; the purchase or sale of companies; mergers and acquisitions; reorganizations, divestitures and restructurings; joint ventures; corporate governance and planning; the sale and purchase of goods and services; and other general corporate matters. He has ample experience negotiating and drafting transactional documents from asset or stock purchase agreements and corporate governance documentation to customer or supplier contracts. Mr. Riley is also familiar with developing private placement memoranda, subscription agreements, and ancillary agreements to effectuate private security offerings and debt raises.

    Prior to joining Huck Bouma, Chris was an associate attorney at the Chicago law firm of McDonald Hopkins.


  • Posted on December 10, 2020

    Education

    • Loyola University Chicago School of Law, Chicago, Illinois – J.D. – 1974
    • Northwestern University Technological Institute, Evanston, Illinois – B.S.E.E. – 1969

    Associations & Memberships

    • Kane County Bar Association, Member, 1981 – Present
    • Chicago Bar Association, Land Trusts, Real Property and Antitrust Subcommittee, Past Member, 1978 – Present
    • Illinois State Bar Association, Member, 1978 – Present
    • Kane County Bar Association Commercial Real Estate Law Subcommittee, Chairperson
    • Home Builders of the Greater Fox Valley, 1987 – 1990

    Fraternities/Sororities

    • Alpha Delta Phi

    Admissions

    • Illinois, 1974
      U.S. Federal Court, 1974

    JOHN E. REGAN graduated from Northwestern University Technological Institute with a B.S.E.E. degree and from Loyola University School of Law with a J.D. degree.

    He was admitted to practice in 1974 and is a partner with the firm. Mr. Regan concentrates in commercial, industrial and residential development real estate law, including annexations, planned developments, construction and land development contract matters and zoning and subdivision entitlements. He also counsels governmental bodies with regard to general corporate matters, finance and tax matters. Other areas of practice concentration include corporate and commercial law, estate planning, trust and probate practice. John’s prior experience includes serving for 23 years as East Dundee village attorney.

    Representative clients have included Villages of East and West Dundee, Dundee Township Park District, Elgin Community College District 509, Sunset Logistics, State Oil Company, Nexamp, Inc. Solar Energy Solutions, Boston, Mass., National Shopping Plazas, Eric J. Fernandez & Co. accounting, Chemtech Plastics and HiLine Utility Supply.

    He is a member of the Kane County Bar Association, Chicago Bar Association and the Illinois State Bar Association. He is also involved in various civic organizations including currently serving as Board Chairman of the Golden Corridor Family YMCA and member of the Elgin Heritage Commission and Rotary Club of Elgin.

    Prior to the joinder of Huck Bouma PC, John was a partner at Early, Tousey, Regan, Wlodek & Wong, LLP and its predecessor firms of which he was a founding member. He is a frequent speaker at Kane County Bar Association continuing legal education seminars on various business and real estate topics.

    John lives in Elgin with his wife Flicka. He has three grown children and three grandchildren. John Has a lifelong passion for the sport of sailing and has participated in one design and offshore racing for over 45 years.


  • Posted on December 10, 2020

    Education

    • DePaul University College of Law, Chicago, Illinois, 1996 J.D.
      Honors: Highest Honors; Order of the Coif
      Law Review: DePaul University Law Review, Member
    • University of Illinois, Urbana-Champaign 1993 B.S.
      Honors: With Honors
      Major: Finance

    Associations & Memberships

    • Midwest Business Brokers Institute
    • DuPage County Bar Association
    • Illinois State Bar Association
    • American Bar Association

    Admissions

    • Illinois

    David O’Sullivan is an Equity Shareholder at Huck Bouma and Co-Chair of Huck Bouma’s M&A and Corporate Transactional practice groups.

    With respect to his M&A practice, Dave has over 20 years of experience leading complex acquisitions,
    divestitures, reorganizations, recapitalizations and restructurings in a wide variety of transaction structures
    (including stock transactions, asset transactions, mergers, Section 338(h)(10) transactions, and tax-deferred equity
    rollover transactions) and in a wide variety of industries (including manufacturing, distribution, services and technology).

    Dave’s practice also includes representing private companies with general corporate matters, such as choice
    of entity planning and execution (including appropriate ownership arrangements such as operating agreements or
    shareholder agreements), corporate governance, joint ventures, strategic planning, succession planning and
    contract negotiation and review. In this role, Dave will very often act as outside general counsel to his corporate
    clients.

    Due to his extensive experience in M&A and general corporate transactions, Dave is known for bringing a
    practical and solutions-oriented approach to client matters.


  • Posted on December 10, 2020

    Education

    • DePaul University College of Law, J.D., 1991
      Law Review: DePaul University Law Review, Editorial Board
    • DePaul University College of Commerce, B.S. in Accounting, 1988
      Honors: Graduated with Highest Honors
      Stanley Scholar
      Strobel Honors Accounting Program

    Associations & Memberships

    • Certification/Specialties: Certified Public Accountant, 1988
    • Selected as an “Leading American Attorney” by the Leading Attorney Network
    • Selected as an “Illinois Super Lawyer” by Law & Politics magazine

    Admissions

    • Illinois
    • U.S. District Court Northern District of Illinois
    • U.S. Tax Court

    Nick Marsico is a businessman who happens to be an attorney, which allows him to provide practical, real-world answers and the ability to translate complex legal issues into business issues that can be more easily evaluated. Nick, a senior Director with the Firm, focuses his practice on business transactions for small and mid-sized businesses, such as buying and selling businesses, private placement offerings, limited liability company issues, license agreements and other technology issues, and trademark and copyright protection, as well as common transactional matters such as entity formation and structuring, contract drafting, and contract law.

    In his mergers and acquisitions practice, Nick counsels clients on the appropriate transaction structure for buying or selling the business, performing due diligence, and negotiating transaction documents including the letter of intent, the purchase agreement, confidentiality agreements, employment agreements, and consulting agreements.

    In his trademark practice, Nick conducts trademark searches; files trademark applications; provide opinions as to the availability of a desired mark or the infringement or validity of the mark; prosecutes trademarks before the Patent and Trademark Office; negotiates license agreements; negotiates trademark disputes and consent agreements; and represents clients before the Trademark Trial and Appeal Board in actions such as opposition proceedings.

    Nick also counsels businesses trying to raise capital from private investors. Typically, these businesses need capital for their business plan, but cannot obtain a traditional bank loan. These businesses typically issue equity or convertible notes to the investors. Raising capital from investors must be done carefully in order comply with federal and state securities laws. Nick counsels clients on the structure of these transactions, which are typically Reg D private placements, drafts the private placement memorandum, and advises on compliance with federal and state securities laws.

    Nick also has a tax background and advises on federal and state tax planning matters, tax compliance matters, tax litigation, and Illinois franchise tax matters.

    Nick is also Certified Public Accountant and has taught business law classes as an adjunct professor for DePaul University’s CPA Review Program. He has been a speaker at various seminars involving recent developments in limited liability companies, business law, and tax. He is a regular speaker for the National Business Institute on LLC issues. He has been selected as a member of the “Leading American Attorneys” by the Leading Attorney Network (lawlead.com), which is awarded to the top 5% of attorneys. He has been named an “Illinois Super Lawyer” by Law & Politics magazine (superlawyers.com), which is awarded to the top 5% of Illinois attorneys.

    Nick joined Huck Bouma in 2007. Prior to joining Huck Bouma, Nick was a partner at the Chicago law firm of Rooks, Pitts and Poust, which later merged into Dykema Gossett PLLC, which is a large national law firm.

    Nick lives in Wheaton with his wife, Kelly and their two sons. He enjoys biking and golfing. He actively participates in his sons’ Boy Scouts troop and their other activities. He is a passionate life-long Chicago Blackhawks fan, an optimistic Chicago Bears fan, and a long-suffering Chicago Cubs fan.

    Publications:
    Current Status of the Series LLC: Illinois Series Improves Upon Delaware Series LLC But Many Open Issues Remain, vol. 9, no. 6, Journal of Passthrough Entities, November-December, 2006
    Illinois Series LLC: New Vehicle For Holding Multiple Properties, vol. 10, no. 3, Illinois Real Estate Journal, March, 2007
    Will the Series LLC Work For Holding Real Estate?, vol. 22, issue 12, Midwest Real Estate News, December, 2006
    Chopping Down the Fruit Tree: Caruth Corp. v. United States Applies Assignment of Income Doctrine to Gift of Stock Between Declaration and Record Dates, v.40, no. 3, DePaul Law Review, Spring, 1991

    Speaking Engagements:
    Anatomy of the LLC, December, 16 and 17, 2008
    Advanced LLC Issues, April 18, 2007
    Advanced LLC Issues, December 5, 2006
    Limited Liability Company Update in Illinois, September 14, 2005
    Operating as a Privately Owned Company in the 21st Century, May 17, 2005
    Advanced LLC Issues in Illinois, March 22, 2005
    The Ins and Outs of Limited Liability Companies in Illinois, November 12, 2004
    Limited Liability Companies and Limited Liability Partnerships in Illinois, October 21, 2003
    Tax Aspects of Limited Liability Companies in Illinois, August 23, 2002
    Adjunct Professor, Business Law, DePaul University’s CPA Review Program


  • Posted on December 10, 2020

    Education

    • DePaul University College of Law, Chicago, Illinois: J.D.
    • DePaul University Kellstadt Graduate School of Business, Chicago, Illinois: M.B.A.
    • Knox College, Galesburg, Illinois: B.A.

    Admissions

    • Illinois

    Michael J. Marshall is a director with the Firm and a member of the Firm’s corporate practice. Michael has a wide-ranging practice that encompasses business and tax planning, entity formation and governance, contractual agreements, dispute resolution, mergers and acquisitions (M&A), reorganizations, and succession planning.

    Michael serves as a legal advisor for the Small Business Development Center and is a member of its local advisory board. Michael frequently presents on topics relevant to business owners, including asset protection, tax, intellectual property, deferred compensation, third party financing and security holder relations, and acquisitions.

    Prior to joining Huck Bouma, Michael was a senior consultant with a big four firm in Chicago.

    Michael earned a B.A. from Knox College and a J.D. and M.B.A. from DePaul University.

    Michael and his family reside in the western suburbs.

    Speaking Engagements: Primer on Leading Clients Through Private M&A Transactions , Thursday, October 3, 2019 meeting of the Fox Valley Chapter of the ICPAS.


  • Posted on December 10, 2020

    Education

    • DePaul University College of Law
      Chicago, IL
      Juris Doctor, 2008
    • University of Illinois at Urbana-Champaign
      Urbana, IL, 2002
      Mathematics, B.S.

    Associations and Memberships

    • Chicago Bar Association
    • DuPage County Bar Association
      Vice Chair – DCBA Tax Law Committee (2021)

    Admissions

    • Illinois

    Bomie K. Leonard is an associate in the Trusts and Estates practice group, focusing her practice on wealth transfer and estate planning, federal estate, gift, and generation-skipping tax planning, estate and trust administration, and business planning. She counsels individuals and families on a variety of matters, including asset protection, legacy planning, family office structuring, and succession planning.

    Bomie has significant experience in the minimization of estate and gift taxes, sophisticated estate planning techniques, the creation and operation of family limited liability companies, planning for closely-held businesses, and charitable giving. From structuring estate plans to family businesses, Bomie works closely with her clients and their advisors to design, implement, and maintain customized structures for her clients that are tailored to clients’ goals.

    Prior to joining Huck Bouma, Bomie worked at a Chicago law firm representing medium- to high-net-worth individuals and families in sophisticated estate, business succession, and family office planning.

    In her spare time, Bomie is a volunteer attorney at Prairie State Legal Services. She enjoys playing paddle, practicing yoga, entertaining, and spending time with her family and friends.


  • Posted on December 9, 2020

    Education

    • John Marshall Law School, Chicago, Illinois, 1974
      J.D. Butler University, Indianapolis, Indiana, 1967
      B.S

    Admissions, Associations & Memberships

    • DuPage County Bar Association
    • Illinois Real Estate Lawyers Association
    • 18th Judicial Circuit, DuPage County, Illinois Arbitrator
    • Illinois Bar Association

    Admissions

    • Illinois

    Calvin E. Koeppel focuses his practice on general corporate law, commercial transactions, commercial and residential real estate law, real estate development and estate planning, which includes successor planning for his corporate clients.

    After more than thirty-five years as a transactional lawyer, Cal merged his suburban law practice with Huck Bouma in 2011.

    Cal resides in Illinois and Florida with his wife and enjoys golfing.