U.S. & International Taxation

Navigating Regulation and Compliance

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.

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Our Approach

From Basic Preparation to Sophisticated Representation

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.

What We Offer:

Individual Tax Return Preparation

Tax Controversy – Federal, State, and Local Representation

Corporate/Entity Tax Return Preparation

Tax Litigation

Private Foundation Return Preparation

Tax Collection

Domestic Tax Planning/Structuring

Tax-Efficient Investment Planning

State & Local Tax Planning/Structuring

Estate and Gift Tax Planning

International Tax Planning/Structuring

Captive Insurance Planning

International Tax Compliance and Return Preparation

News & Knowledge

The Latest on U.S. & International Taxation

Browse our latest posts for practical advice and strategic perspectives.

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Taxation

Salt & Local Tax Planning 2022 Review

Taxation

Individual Tax Planning 2022 Review

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Pass-Through Business Tax Planning 2022 Review

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Ready to Get Started?

We offer a multi-disciplinary approach, leveraging our range and caliber of qualifications when it comes to best representing our private clients.

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