Aaron E. Ruswick

Aaron E. Ruswick

Business Services, Mergers and Acquisitions, Trusts and Estates

(630) 221-1755 | aruswick@huckbouma.com

Education

  • Northwestern University School of Law –
    Chicago, IL
  • L.L.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
    Treasurer, 2019-Present

Certifications

  • Licensed Illinois Real Estate Managing Broker

Awards

  • DuPage County Bar Association
    2021 Lawyer of the Year
    Directors’ Award, 2020 DuPage County
  • 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
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.