Meet The Team
J. Adam Barker is a Partner at DUGGAN BERTSCH, LLC and focuses his practice on trusts and estates and the representation of taxpayers in tax controversies. He works out of the DUGGAN BERTSCH, LLC California office,.
Adam assists individuals and families in wealth transfer planning through the creation of wills, living trusts, and irrevocable trusts. Such plans implement sophisticated strategies to protect assets from creditors and taxes in order to maximize wealth preservation for families across multiple generations. Adam works carefully with each client’s team of advisors, making sure that each client’s estate plan is consistent with their broader life goals.
Adam’s practice in the trusts and estates arena also includes the representation of fiduciaries and beneficiaries relating to the administration of trusts and in trust litigation.
In his tax controversy practice, Adam has helped hundreds of clients, including individuals, businesses, estates, and trusts, navigate their tax problems with the Internal Revenue Service, the Franchise Tax Board, and other taxing authorities. Adam’s experience includes representation in examinations and audits, representation in Appeals, litigation in the Tax Court, collection defense, offers in compromise, payment agreements, large-dollar penalty abatement, Trust Fund Recovery Penalty determinations, worker classifications, and other similar matters.
Adam earned a Bachelor of Economics degree from the University of Colorado at Boulder, a Juris Doctorate from the University of Denver College of Law, and a Master of Laws in Taxation from the University of Denver Graduate Tax Program. Adam is licensed for the practice of law in California, Colorado, and Massachusetts.
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 […]