Year-end tax planning is about more than getting through a last-minute checklist. In his latest WGN Radio 720 appearance, Mesirow Wealth Advisor and Tax Planning Specialist Gary Pattengale discussed five tax moves to consider before year-end, from reviewing charitable giving to avoiding unwanted fund distributions and completing retirement-account planning.


Gary Pattengale
Senior Vice President, Advanced Planning Specialist, Wealth Advisor
Wealth Management
Gary Pattengale serves as a Senior Vice President, Advanced Planning Specialist and Wealth Advisor in Mesirow Wealth Management. Gary acts as a centralized, specialized resource advising clients on tax implications and strategy considerations when building comprehensive financial plans.
Gary has over 30 years of experience in the financial services industry. Prior to joining Mesirow in 2024, Gary helped individuals, families and entities with their investment and financial planning needs as well as helping corporate executives and key employees navigate their stock-based compensation plans at companies such as Corient and Northern Trust. He also served in various accounting and auditing roles.
Gary earned a Bachelor of Science in Accounting from Northern Illinois University and has also earned his CERTIFIED FINANCIAL PLANNER® designation and has previously held the Certified Public Accountant certification.