Welcome to DUGGAN BERTSCH, LLC — A law firm dedicated to thoughtful, innovative and uncompromising legal representation for the Private Client.

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.

We look forward to showing you the DUGGAN BERTSCH difference.

 

We are proactive partners ready to serve your needs in the following practice areas :

News From DUGGAN BERTSCH

Timothy Liam EPSTEIN Joins the EXPLO Team as a Curriculum Advisor!

EXPLO is a world renowned international not-for-profit organization providing learning opportunities to students ranging from grades 2 through 12 for over 40 years, while also providing professional development opportunities to educators. EXPLO is all about creative problem solving, intellectual discovery and exploring the world of people and ideas. EXPLO relies on their advisors for their expertise and content knowledge to allow EXPLO to develop exciting age-appropriate activities, projects, and over all content so that they can provide their students with current and engaging curriculums reflecting the latest happenings in the industry.

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HHS-OCR Pursuit of HIPAA Violations Leads to Extraordinary Recoveries in 2018

The Department of Health and Human Services Office for Civil Rights (HHS-OCR) announced the Agency recovered an unprecedented $28.7 million from HIPAA enforcement activities in CY 2018.  The HIPAA Privacy, Security, and Breach (HIPAA Rules) violations for which OCR was able to obtain either summary judgement or settlement payments involved some of the country’s top healthcare stakeholders; including MD Anderson ($4.3 million), Massachusetts General Hospital ($515,000), Fresenius Medical Care North America ($3.5 million), and Anthem, Inc. ($16 million).

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Alert: Qualified Opportunity Zone Funds

The Tax Cuts and Jobs Act of 2017 (TCJA) has provided investors that have recognized capital gains during the year with the opportunity to reinvest the proceeds of such gains into low income communities in an effort to promote long-term economic growth. In return for such investment and subject to certain requirements, investors may be eligible for significant tax savings on their previously recognized gains as well as any gain eventually realized on the investment itself. This new Qualified Opportunity Zone program provides attractive tax based incentives for those investments that qualify but there are time limits imposed which make investing before December 31, 2019 an important deadline for investors wishing to maximize the benefits. The summary below provides further details on this new government subsidized program and members of the Duggan Bertsch team are available to advise you if interested in pursuing an Opportunity Zone investment.  

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