Background: Congress enacted the Corporate Transparency Act (the “CTA”) on January 1, 2021, to help prevent and combat money laundering, terrorist financing, organized crime, and other illicit activity.  Effective January 1, 2024, the CTA will require most existing and newly formed corporate entities in the U.S. to file reports with the Treasury Department’s Financial Crimes […]

The U.S. Supreme Court recently issued its opinion on North Carolina Department of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust, which addressed “….the limits of a State’s power to tax a trust.”  This is the first time in decades the Supreme Court has addressed this issue, and its decision could have significant implications for […]

At DUGGAN BERTSCH, LLC, we are often asked by clients to explain the process by which a taxpayer can establish a “new” state residency for income tax purposes.  Sometimes we are asked to explain the impact of moving to a new state altogether  or about the impact of remaining in your current state of residence while […]

Our firm represents both individuals as well as numerous and varied business entities.  While determining state tax obligations is always a complex process, when a taxpayer has income from sources in multiple states, the complexity greatly increases.  Past considerations relied upon “physical presence” as the main factor in determining tax reporting obligations – those days have quickly […]

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/

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.

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 […]

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 […]