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.



DMH & AJG Presenting Strategies in Raising Capital

David Henderson, and Allen Gable will be presenting “Strategies in Raising Capital: Securities, Tax and Practical Considerations” at the Healthcare Information and Management Systems Society’s (HIMSS) annual conference on Tuesday, April 14th. This year’s conference is in Chicago at McCormick Place. HIMSS is a global, cause-based, not-for-profit organization focused on better health through information technology.  The presentation is hosted by The Society of Physician Entrepreneurs, which is a global biomedical and healthcare innovation network with membership open to all healthcare professionals, entrepreneurs and industry stakeholders.

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