BIOGRAPHIES
Erik S. Hendrickson
Senior Vice President, Managing Wealth Advisor, Northern Trust
Erik has 25 years of experience delivering financial planning, tax and estate planning advice. His expertise in investment management, corporate executive planning, income and estate taxation, pre and post transaction planning and advanced wealth transfer strategies is known and respected throughout the community. Prior to joining Northern Trust, Erik was with J.P. Morgan as an Executive Director and Wealth Strategist and prior to that a Director with Bernstein Global Wealth Management. He graduated from the University of Southern California with a B.S. in Business Administration and was a member of the first graduating class of Business Scholars at USC.
David H. Kirk
US EY Private National Tax Partner, Ernst & Young
David is a Tax Partner and the leader of the Private Tax group of Ernst & Young’s National Tax Department in Washington, DC. Throughout his career, David has focused primarily on the income taxation of individuals, trusts, S corporations and partnerships. Prior to joining Ernst & Young LLP in March 2014, David was an attorney in the Passthroughs and Special Industries division of the Office of Chief Counsel, Internal Revenue Service. Most notably, David was the principal author of the income tax regulations under Section 1411 of the Internal Revenue Code (Net Investment Income Tax) and Revenue Procedure 2013-30 (Unified Late S Corporation Elections). David is the author of the Bloomberg-BNA Tax Management Portfolio 511-1st: Section 1411 — Net Investment Income Tax. David earned a Bachelor of Science in Accounting from Syracuse University and a JD from the University of Pittsburgh. He also earned a Master of Laws in Taxation (LLM) from Georgetown University Law Center and has served as an adjunct professor in the same program since 2009. David is a Certified Financial Planner, a certified public accountant in the District of Columbia, a member of the bar in the District of Columbia and Pennsylvania, and a Junior Achievement instructor for a local elementary school.
