Meet The Team
Mr. Bertsch’s primary professional focus is on business and corporate planning, Federal taxation, and estate planning for private clients. His experience includes advising clients on sophisticated taxation issues designed to minimize income and estate taxes, protect assets and preserve wealth. He also has unique experience and expertise with respect to international tax planning concepts for multinational companies and captive insurance arrangements.
Prior to forming DUGGAN BERTSCH, Mr. Bertsch was a partner in a mid-sized Chicago law firm where he used his multi-disciplinary background to service the Firm’s Family Office clientele. He was also a Tax Manager in the International Tax Department of KPMG. During his tenure, he focused primarily on establishing and maintaining foreign sales corporations and export subsidy programs, and advising clients regarding international intellectual property issues.
Mr. Bertsch earned a Bachelor of Sciences in Accounting Degree from Loyola University Chicago and a Juris Doctorate Degree from DePaul University College of Law in Chicago, Illinois. Mr. Bertsch is a Certified Public Accountant and is a member of the Illinois State and Chicago Bar Associations, and the Illinois Certified Public Accountants Society.
Member, Illinois State Bar Association
Member, Chicago Bar Association
Member, Illinois Certified Public Accountants Society
Member, Asset Protection Society
Member, Phi Alpha Delta Law Fraternity
Mr. Bertsch frequently lectures throughout the country on a wide array of subjects including the following:
- Asset Protection Protocol
- Captive insurance companies
- Defining Family Office Structures
- Usage of Virtual Family Office
- Asset Protection and Fraudulent Conveyance
- Advanced Estate Planning Strategies
- Update on Charging Order Legislation
- Foreign Asset Protection Trusts Structures
- Asset Protection Trust Domiciles
- Welfare Benefit Plans and Listed Transaction Issues
- Offshore Tax Compliance
- Integrating Domestic and International Planning
- Estate and Gift Tax – Legislative Update
- Comprehensive Planning for Private Clients
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 […]
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 […]
The conference took place in Nashville from October 11-13, 2022. Tim spoke on the Terms & Conditions Power Panel. CLICK HERE for a recap on part 1 of the Terms & Condition Power Panel: https://www.ieba.org/2022panelrecaps/terms-amp-conditions-power-panel-part-1-insurance-and-employment-practices CLICK HERE for a recap on part 2 of the Terms & Condition Power Panel: https://www.ieba.org/2022panelrecaps/terms-amp-conditions-power-panel-part-2-contracts-and-yet-another-discussion-of-cois CLICK HERE for a […]
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.