P: 847.441.8800 | F: 847.441.6270 | aberg@weisscpa.com


“Relationships with clients/families cover much more than financial matters and responsibilities.”

Allen C. Berg, CPA, MST

Allen C. Berg has over 40 years of experience in all aspects of individual income taxation, estate and trust taxation, financial planning and investment advisory services.

Allen began his career with Seidman & Seidman (BDO) in 1972.  In 1980, he founded the certified public accounting firm Berg, DeMarco, Lewis, Sawatski & Co. (BDLS), which grew to an 85 person firm.  BDLS was sold to H&R Block in 1999.

In November 2003, he formed BNR Partners, LLC.  BNR was a multi-family office supporting and servicing a core of prominent high net worth families. Allen’s team focuses on providing clients personal attention and knowledgeable advice and is committed to treating them as if they were part of their own family.

Practice Areas

  • Tax planning & accounting
  • Estate planning
  • Investment Advisory/Chief Investment Officer
  • Fiduciary liaison
  • Personal administration
  • Strategic philanthropy
  • Family governance
  • Communication and reporting
  • Individual trustee
  • Single family office support

Memberships and Education

  • Master of Science in Taxation, DePaul University
  • Bachelor of Science degree in Accountancy, University of Illinois
  • Certified Financial Planner
  • Member of the American Institute of Certified Public Accountants
  • Member of the Illinois CPA Society

Community Involvement

  • Member of University of Illinois President’s Council
  • Member of Board of Directors of JCC of Chicago
  • Trustee of Briarwood Scholarship Foundation

Awards and Memberships

Best Places to Work in Illinois 2017 Best Places to Work in Illinois 2016 Best Places to Work in Illinois 2015 Best Places to Work in Illinois 2014 Best Places to Work in Illinois 2013 Best Places to Work in Illinois 2012