Taxes permeate virtually every planning element for the Private Client. To better serve you, DUGGAN BERTSCH offers a full tax and compliance practice to ensure theory properly meets up with your reporting reality.
Understanding in advance how a legal move ultimately impacts your income tax, gift tax, or estate tax returns may help clarify what the best practical solution will be. We pride ourselves on our strong compliance background; and although we engage in sophisticated U.S. and international tax representation, in many cases we begin our representation of a client with basic tax return preparation. We serve as outside general counsel to numerous clients in a variety of industries and regularly represent clients in completing a full range of complex transactions.
With our team of CPAs and LLMs in Taxation, DUGGAN BERTSCH is well-suited to handle your tax needs, no matter how sophisticated they may be.
Individual Tax Return Preparation
Corporate/Entity Tax Return Preparation
Trust Tax Return Preparation
Private Foundation Return Preparation
Domestic Tax Planning/Structuring
State & Local Tax Planning/Structuring
International Tax Planning/Structuring
International Tax Compliance and Return Preparation
Tax Controversy – Federal, State, and Local Representation
Preparation Tax Opinions and Memoranda
Tax-Efficient Investment Planning
Estate and Gift Tax Planning
Captive Insurance Planning
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 […]
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 […]
Last week Congress passed H.R. 7010, the Paycheck Protection Program Flexibility Act of 2020 (PFA), significantly amending certain provisions in the Paycheck Protection Program (PPP) relating to a borrower’s loan forgiveness relief requirements. The President subsequently signed the PFA legislation into law which provides PPP borrowers with the following favorable modifications that should enable more, […]
On September 13, 2021, the House Ways and Means Committee released a proposed tax bill (House proposal) as part of the Biden administration’s “Build Back Better Act.” The segments of the proposed bill discussed below highlight important changes to the way trusts, estates, and individuals could be taxed. However, it is important to note that […]
In late March, the “For the 99.5% Act” (the “Act”) was introduced to Congress. The Act contains several additions, removals, and amendments to the Internal Revenue Code that would significantly alter estate and business planning practices. The changes, if enacted, that would be most relevant to comprehensive planning for the private client are summarized below. […]