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
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.
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
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.
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. […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]