Meet The Team
Daniel j. lutz, cpa
Clint A. Costa serves as advisor and counselor to starters and entrepreneurs, business owners, wealthy families, executives, and closely-held and high growth businesses. Clint’s comprehensive roles include business planning and structuring, advanced estate and asset protection planning, income tax planning, contracts, financing, and real estate. Clint serves as both business and personal general counsel for his clients, assuring that all of their interests are properly aligned and legally protected.
Clint earned a Bachelor of Science (B.S.) in Accounting with honors from DePaul University where he participated in the Strobel Honors Accounting Program. Clint attained his Juris Doctor (J.D.) from the Chicago-Kent College of Law where he graduated with honors. Clint also completed his Master of Laws (LL.M.) in Taxation with honors from the Chicago-Kent College of Law. In addition to being an attorney, Clint is an Illinois registered Certified Public Accountant.
Clint has been an active member of the Chicago Bar Association, the Chicago Estate Planning Council, the Illinois CPA Society and Midwest Business Brokers and Intermediaries.
Clint’s writings have been published and his commentary has been sought on a wide range of issues related to his practice. Clint has written for Interest.com, Technori.com, Tech.Co and the Illinois CPA Society’s HYPE newsletter. Clint has provided expert commentary for articles appearing on CNBC.com, MSN Money, American Express Open Forum, Private Wealth Magazine, and BusinessWeek. He has also appeared on MoneyRadio as well as Steve Strauss’s Small Business Success Podcast.
Clint has also taught and presented extensively. Clint is an adjunct professor at the Chicago-Kent College of Law where he teaches in the legal writing program. Clint’s other presentations have included:
“The Current State of Entrepreneurial Finance in Chicago” Chicago Booth Alumni Roundtable
Mr. Bertsch frequently lectures throughout the country on a wide array of subjects including the following:
- “5-Minute Law School for Entrepreneurs” IgniteChicago
- “Asset Protection Strategies for Internet Affiliate Marketers” Chicago Affiliate Meet-Up
- “Using LLCs in Estate Planning” YLS–Estate Planning Committee of the Chicago Bar Association
- “Fiduciary Income Taxation: The Dreaded Form 1041” Probate and Practice Committee of the Chicago Bar Association
- “Asset Protection and Estate Planning 101: How APNs Can Benefit From the Basics” APN Midwest Conference
- “Protecting Your Money & Your Family: Estate Planning & Asset Protection for CRNAs” NorthShore University Health System
Publications AND FIRM NEWS
The Chicago Daily Law Bulletin Published Timothy Liam EPSTEIN’s Article Entitled, “The plot thickens in players’ defamation suit over PEDs report.”
When a professional baseball player is accused of using performance-enhancing drugs (“PEDs,” inclusive of hormones for purposes of this article), the implications can be catastrophic.
Sports Law Group Named Among Nations Best
DUGGAN BERTSCH, LLC is proud to announce that our Sports Group has once again been recognized as one of the top Sports Law practices in the US by Hackney Publications. Click here to learn more
Contract Cancellation and Force Majeure – Know your Rights and Consider the Consequences
As the world copes with COVID-19 and the necessity of social distancing, individuals and businesses must contemplate the legal ramifications of their contracts, and what happens when those contracts cannot or are not being performed. Most contracts contain termination and remedies provisions that may be implicated given the current health crisis.
Workers’ Compensation & Remote Employees
As stay-at-home orders are being extended throughout the country, a significant population of the US workforce is and will continue to work remotely. Because employers cannot actively monitor and supervise their employees, employers are exposed to additional risks of liability. One significant risk is the potential for employees to sustain accidental injuries while working remotely. […]
Non-deductibility of Expenses Funded with PPP Loan Proceeds
Late last week, the IRS issued Notice 2020-32 which states that no deduction will be allowed for an expense that would otherwise be deductible by a small business if the payment of such expense results in forgiveness under the provisions of the Paycheck Protection Program (PPP) of the CARES Act, and the income associated with […]
DB Alert: CARES Act Tax Relief
As we’ve outlined in our previous Newsletters, President Trump signed into law on March 27, 2020, the Coronavirus Aid, Relief and Economic Security Act (CARES Act or the Act). In addition to the Paycheck Protection Program offered to businesses to further support employee retention and maintenance of the business (See March 30th, CARES Act and Paycheck […]
Alert: Qualified Opportunity Zone Funds
Summary As part of the Tax Cuts and Jobs Act of 2017 (TCJA), a new community and economic development program was enacted under Section 1400Z-1 & 1400Z-2 that garnered little attention at the time of passage, but which now appears to be causing high net worth investors and the investment community at large to take […]
IRS TO ALLOW MOST TAXPAYERS TO DEFER PAYING 2019 TAXES ON APRIL 15, 2020 DUE TO COVID-19
Treasury Secretary Steven Mnuchin, speaking at a coronavirus news conference today, announced that individuals who owe taxes to the IRS can defer up to $1 million, and corporations can defer up to $10 million in payments, for a period of 90 days from the April 15th deadline. At this point, the deferral applies to the income taxes owed, and there does not appear […]
DB Alert: 2019 Payment and Filing Deadlines
As we previously alerted our clients and friends, the Internal Revenue Service has postponed the tax payment deadlines for calendar year taxpayers until July 15, 2020 provided that the amounts owed did not exceed certain levels (prior alert); however, the tax filing deadline itself was not automatically extended under this prior guidance Recent guidance just […]
All Cook County Properties to be Re-Assessed in 2020 Due to COVID-19
The Cook County Assessor’s Office recently announced updates to its assessment and appeal process in response to the coronavirus pandemic. Normally, one-third of Cook County is reassessed in any given year, but due to the projected impact of COVID-19 on property values, the Assessor announced adjustments are planned across the entire county. To make assessments […]