Welcome to DUGGAN BERTSCH, LLC — A law firm dedicated to thoughtful, innovative and uncompromising legal representation for the Private Client.

The needs of the private client are both pointed and diverse. While you require the advanced skills of a specialist, you also have diverse needs that must be understood and integrated by your lawyer. With its broad base of multi-degreed, multi-disciplinary attorneys, DUGGAN BERTSCH is uniquely positioned in the legal space to best serve the needs of Private Clients.

We look forward to showing you the DUGGAN BERTSCH difference.

 

We are proactive partners ready to serve your comprehensive transactional planning needs in the following practice areas :

News From DUGGAN BERTSCH

CICA Conference

Greg Bertsch, CPA, JD and David Henderson, CPA, JD, LLM, CFP will be attending CICA’s annual conference from March 9th  to March 10th, 2015. CICA (The Captive Insurance Companies Association) is the only domicile-neutral captive insurance association.  CICA brings together the best of the captive industry to provide the foremost education, networking and leadership for captive and risk retention group professionals. Greg Bertsch, CPA, JD and David Henderson, CPA, JD, LLM, CFP are both active members of CICA and in Duggan Bertsch’s captive insurance practice group.

Link to CICA International Conference

IRS: Supports Legitimate Captives but Warns Against Captives Lacking Substance

The Internal Revenue Service has now released its Dirty Dozen list for 2015.  The list compiles a variety of scams along with a list of transactions that have the potential for tax abuse.  The purpose of the Dirty Dozen list is to remind taxpayers to protect themselves against a wide range of abuses that the Service encounters in its tax revenue collection and enforcement function for the U.S. Treasury...  Read More