WHO WE ARE
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.
Our Team
Comprised of lawyers, certified public accountants, masters in taxation, masters in business administration, and professionals with financial backgrounds, our unique multi-disciplinary approach is essential to the comprehensive representation of the Private Client.
Estate & Wealth Planning
You have worked hard to build the wealth you have today – allow us to help you properly plan for that wealth hereafter.
Business & Corporate
We are a transactional law firm with a core focus on business and corporate representation for the entrepreneur and Private Client.
US & International Taxation
Taxes permeate virtually every planning element for the Private Client. To better serve you, we offer a full tax and compliance practice.
Litigation
Our Litigation Group practices in federal and state courts, before the American Arbitration Association, other arbitration programs, and in administrative hearings.
Sports Law
Our Sports Law Group offers the experience necessary to customize legal solutions for all parties involved in both participation in sports and the business of sports.
Entertainment, Event, and Festival
Make no mistake, entertainment is a serious business, and DUGGAN BERTSCH has vast experience in successfully representing key players in almost all facets of the entertainment industry.
Real Estate & Property Tax Appeals
Our Real Estate team focuses on the diverse needs of today’s real estate client. We are equipped to assist with all aspects of commercial and residential real estate transactions in addition to property tax and assessment appeals.
Health Law
We provide sophisticated Health Law services, centering on regulatory and transactional representation for established industry stakeholders and start-up organizations.
Estate & Wealth Planning
You have worked hard to build the wealth you have today – allow us to help you properly plan for that wealth hereafter…
Sports Law
Our Sports Law Group offers the experience necessary to customize legal solutions for all parties involved in both participation in sports and the business of sports.
Learn More >
Business & Corporate
We are a transactional law firm with a core focus on business and corporate representation for the entrepreneur and Private Client.
Entertainment, Event, and Festival
Make no mistake, entertainment is a serious business, and DUGGAN BERTSCH has vast experience in successfully representing key players in almost all facets of the entertainment industry.
Learn More >
US and International Taxation
Taxes permeate virtually every planning element for the Private Client. To better serve you, we offer a full tax and compliance practice.
Real Estate & Property Tax Appeals
Our real estate team focuses on the diverse needs of today’s real estate client. We are equipped to assist with all aspects of commercial and residential real estate transactions in addition to property tax and assessment appeals.
Learn More >
Litigation
Our Litigation Group practices in federal and state courts, before the American Arbitration Association, other arbitration programs, and in administrative hearings.
Learn More >
Health Law
We provide sophisticated health law services, centering on regulatory and transactional representation for established industry stakeholders and start-up organizations.
Learn More >
Here To Serve You
We pride ourselves on providing quick, responsive, and thoughtful legal advice to meet your needs. Teams are built around a client to ensure adequate coverage and timely provision of services.
Corporate Transparency Act – Mandatory Reporting Requirements Expected to Impact Millions of Business Entities
Background: Congress enacted the Corporate Transparency Act (the “CTA”) on January 1, 2021, to help prevent and combat money laundering, terrorist financing, organized crime, and other illicit activity. Effective January 1, 2024, the CTA will require most existing and newly formed corporate...
Recent U.S. Supreme Court Case Impacts Trust Taxation
The U.S. Supreme Court recently issued its opinion on North Carolina Department of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust, which addressed “….the limits of a State’s power to tax a trust.” This is the first time in decades the Supreme Court has addressed this issue,...
State and Local Tax Reminder about State Income Tax Residency
At DUGGAN BERTSCH, LLC, we are often asked by clients to explain the process by which a taxpayer can establish a “new” state residency for income tax purposes. Sometimes we are asked to explain the impact of moving to a new state altogether or about the impact of remaining in your...
STATE AND LOCAL TAXATION REMINDER:
Our firm represents both individuals as well as numerous and varied business entities. While determining state tax obligations is always a complex process, when a taxpayer has income from sources in multiple states, the complexity greatly increases. Past considerations relied...
Brian Konkel Discusses “Taco Tuesday” Trademark Battle
Brian Konkel discussed the “Taco Tuesday” trademark legal battle between Taco Bell and Taco John on The Lisa Dent Show on May 17, 2023. Click on the link to listen to the recording: https://wgnradio.com/lisa-dent/can-taco-tuesday-be-trademarked/
Timothy Liam Epstein, Esq. named one of Billboard Magazine’s top music lawyers for the fourth year in a row
Please join DUGGAN BERTSCH, LLC in congratulating our partner, Timothy Liam Epstein, Esq., for being named one of Billboard Magazine’s top music lawyers for the fourth year in a row for his work on behalf of clients in the live entertainment space.