Meet The Team
Mr. Henderson is a member with DUGGAN BERTSCH, LLC and practices in DUGGAN BERTSCH’S Private Client Practice Group. He has a coast-to-coast federal tax practice in which he advises, counsels and represents some of the nation’s most successful and well-known individuals, for-profit businesses, family offices, and tax-exempt organizations. His extensive experience and education focuses on the interrelated disciplines of taxation, wealth planning and business law.
Mr. Henderson’s expertise includes:
Taxation
- U.S. tax planning, analysis, transactional structuring
- Pass throughs
- International inbound and outbound U.S. tax planning and compliance
- Executive compensation and benefits
- Tax compliance
- Tax controversy and litigation
- Tax advantaged investment planning and structuring
Wealth Planning
- Family Office planning, structuring, governance and administration,
- Wealth planning,
- Trusts and estates planning,
- Estate administration,
- Wealth and asset protection planning,
- Insurance planning,
- Transfer and income taxation planning,
- Succession planning, and,
- Associations and Foundations.
Business Law
- General corporate and limited liability company services,
- Insurance and reinsurance,
- Finance,
- Private equity,
- Business solutions and governance,
- Business counseling and transactions, and
- Business restructuring.
Mr. Henderson earned a Bachelor of Sciences degree with dual majors in Accounting and Finance from Indiana University, a certificate of Certified Public Accountant from the University of Illinois at Urbana-Champaign, a Juris Doctor degree from the John Marshall Law School (Cum Laude) in Chicago, Illinois, and a Juris Doctor Certificate in Tax Law from the John Marshall Law School. Mr. Henderson was the sole recipient of the Dean’s Award for outstanding academic achievement upon completion of his Juris Doctor degree. Mr. Henderson also completed his Masters of Law (LL.M.) (Highest Honors) in Taxation Degree with concentrations in Estate Planning and Employee Benefits at the John Marshall Law School.
Mr. Henderson is an adjunct professor of law at the John Marshall Law School where he teaches in the Masters of Laws program courses in federal taxation. Mr. Henderson is a member of the Chicago Bar Association, the American Association of Attorney-Certified Public Accountants, the American Institute of Certified Public Accountants and the Illinois Society of Certified Public Accountants. Mr. Henderson frequently presents to various organizations, including the American Institute of Certified Public Accountants at their Tax Strategies for the High-Income Individual in Las Vegas, Nevada, the Illinois CPA Society, and to the Chicago Bar Association. Mr. Henderson has appeared on WTTW (Chicago Tonight), WLS (ABC Chicago), as well as in numerous other national audio and published media sources. Mr. Henderson is licensed to practice in Florida, Illinois and Indiana as well as before the U.S. Tax Court.
Publications
Timothy Liam Epstein was referenced in the WBEZ Chicago article entitled, “Pitchfork announced more VIP tiers for its 2024 festival. The internet booed.”
Timothy Liam Epstein was referenced in the WBEZ Chicago article entitled, “Pitchfork announced more VIP tiers for its 2024 festival. The internet booed” on March 19. 2024. “A shift in attitude among younger concertgoers may be stoking the demand for VIP pricing. Tim Epstein, a sports and entertainment attorney at Chicago’s Duggan Bertsch who represents […]
Congratulations to our 2024 Super Lawyers and Rising Stars!
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.
Timothy Liam Epstein was featured in the Illinois College of Law Alumni Newsletter
Entrepreneurial spirit propels Epstein '04 to top of sports and entertainment field
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 entities in the U.S. to file reports with the Treasury Department’s Financial Crimes […]
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 […]
Timothy Liam Epstein was referenced in the Billboard article entitled, “Malaysian Fest Organizers May Sue The 1975 After Matty Healy’s LGBTQ Comments” that was published on July 25, 2023.
Timothy Liam Epstein was referenced in the Billboard article entitled, “Malaysian Fest Organizers May Sue The 1975 After Matty Healy’s LGBTQ Comments” that was published on July 25, 2023.