Meet The Team
Daniel J. Lutz is a Tax Partner with a history of serving high-net-worth individuals and families (including family offices), closely-held businesses, and tax exempt organizations. Daniel provides various services on a daily basis that include tax planning, tax compliance, wealth management, and other related consulting matters.
Daniel holds active Certified Public Accounting (CPA) licenses from the State of Illinois and the State of Wisconsin.
Daniel graduated with a Bachelor’s of Business Administration (BBA) degree and Master’s of Professional Accountancy (MPA) degree from the University of Wisconsin-Whitewater. Upon graduation, Daniel held the distinction of Summa Cum Laude.
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/
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.
The Federal Trade Commission (FTC) recently fined digital mental healthcare provider BetterHelp $7.8 million for sharing the personal health information of millions of consumers with advertisers like Facebook, Snapchat, Criteo and Pinterest. BetterHelp is the second digital health company to be targeted this year by the FTC for its use of consumers’ health information and […]
The Illinois Super Lawyers and Rising Stars is an honor reserved for those lawyers who exhibit excellence in practice. Only 5% of attorneys in Illinois receive this distinction. Attorneys are selected through a patented selection process involving nominations, research, and peer reviews. In addition to our numerous prior and existing award recipients, DUGGAN BERTSCH, LLC […]
On January 5, 2023, the Federal Trade Commission (“FTC”) proposed a new rule that would prohibit non-compete provisions for workers and require employers to rescind existing non-competes. The proposed rule would apply to all employees, independent contractors, and consultants. The broad proposed rule would apply even to senior level executives and could potentially implicate agreements […]
“But there are legal considerations around actually using it that depend on city and state rules. According to the Prescription Drug Abuse Policy System, a database of prescription drug laws operated by Temple University’s Beasley School of Law, in 13 states, including Virginia, Arizona, and Florida, someone who administers the medication to another person does […]
Dear Clients and Colleagues, As the fourth quarter of 2022 is drawing to a close, we recommend that you review your comprehensive wealth planning and business structures to ensure that it is consistent with your long-term objectives. While the recent mid-term election results are still not final, with a Senate run-off left in Georgia, it […]
As indicated above, the recent changes to congressional control following the mid-term elections will likely mean a stalemate in Congress for the next 2 years with respect to any meaningful tax legislation. This means that from an estate planning perspective, the increased lifetime exemptions enacted as part of TCJA will continue to be available for […]
The relationship between individual taxpayers and their businesses continue to offer opportunity for effective tax savings, including the use in certain circumstances of C corporation structures to arbitrage tax rates, allow for greater deductions and potentially offer savings on an exit. However, much tax planning continues to focus on accessing these benefits before they sunset […]