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Meet The Team

Angelina M. Jackson, CPA

Publications

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, and its decision could have significant implications for […]

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 current state of residence while […]

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 upon “physical presence” as the main factor in determining tax reporting obligations – those days have quickly […]

DUGGAN BERTSCH, LLC would like to Congratulate our 2017 Leading Lawyers

Leading Lawyers – Leading Lawyers have been recommended by their peers to be among the TOP LAWYERS in the areas of practice noted on this website. Less than 5% of all lawyers licensed in each state have received the distinction of Leading Lawyer.  David M. Henderson Tax Law: IndividualTrust, Will & Estate Planning Law Michael H. Israel […]

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