Meet The Team
David M. Henderson, CPA, JD, LLM, CFP(R)
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
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.
FTC Fines Digital Healthcare Company $7.8M for Sharing Personal Data of Consumers with Advertisers
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 […]
Congratulations to our 2023 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. In addition to our numerous prior and existing award recipients, DUGGAN BERTSCH, LLC […]
FTC Proposes Rule Prohibiting Non-Compete Clauses for Workers
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 […]
Timothy Liam Epstein was referenced in the Pitchfork article entitled, “How the Music Community Is Fighting the Drug Overdose Epidemic” that was published on December 16, 2022
“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 […]
2022 Year End Newsletter
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 […]
Estate & Gift Tax Planning 2022 Review
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 […]
Pass-Through Business Tax Planning 2022 Review
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 […]
Salt & Local Tax Planning 2022 Review
The TCJA imposed a $10,000 limitation on individual’s deduction for payment of state and local taxes in itemizing their deductions. For many high taxed states, this resulted in significant limitations on state income and property tax deductibility and resulted in an effort to find a workaround from the legislation to allow for deductibility. Most states […]