WHO WE ARE
The needs of the Private Client are both pointed and diverse. While you require the advanced skills of a specialist, you also have diverse needs that must be understood and integrated by your lawyer. With its broad base of multi-degreed, multi-disciplinary attorneys, DUGGAN BERTSCH is uniquely positioned in the legal space to best serve the needs of Private Clients.
Our Team
Comprised of lawyers, certified public accountants, masters in taxation, masters in business administration, and professionals with financial backgrounds, our unique multi-disciplinary approach is essential to the comprehensive representation of the Private Client.
Here To Serve You
We pride ourselves on providing quick, responsive, and thoughtful legal advice to meet your needs. Teams are built around a client to ensure adequate coverage and timely provision of services.
Congratulations to our 2024 Super Lawyers and Rising Stars!
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.
Timothy Liam Epstein was featured in the Illinois College of Law Alumni Newsletter
Entrepreneurial spirit propels Epstein ’04 to top of sports and entertainment field
Corporate Transparency Act – Mandatory Reporting Requirements Expected to Impact Millions of Business Entities
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...
Recent U.S. Supreme Court Case Impacts Trust Taxation
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,...
State and Local Tax Reminder about State Income Tax Residency
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...
STATE AND LOCAL TAXATION REMINDER:
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...