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.

 

News From DUGGAN BERTSCH

DB Alert: 2019 Payment and Filing Deadlines

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.

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Time to Reflect, Regroup, and Restructure

During unforeseen moments of adversity, mortality, and economic decline such as what we are all experiencing right now, it forces each of us to confront the realities of our situation, for better or for worse. While some of us may be sheltered in our homes with a little extra time on our hands, and others may have little time to spare as they scramble to stay in control of things, this is the perfect time to reflect, regroup, and restructure your affairs to either respond to or take advantage of your new reality. Specifically, this is the time for you to revisit your:

  • Estate Planning Documents
  • Asset Protection Structure
  • Wealth Transfer Planning
  • Reformation/Litigation of Contracts
  • Documenting/Securing Receivables
  • COVID Legislative Compliance/Guidance

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COVID-19 HEALTH PROVIDER CLIENT ALERT: Medicare Expansion of Telehealth

Consistent with recently issued recommendations from The Centers for Disease Control (CDC) for social distancing during the COVID-19 emergency, on March 17, 2020, the Centers for Medicare & Medicaid Services (CMS) announced that, during the on-going public health crisis, it will permit Medicare providers to bill traditional Medicare (Medicare Parts A and B) for telemedicine services provided to Medicare beneficiaries. Until now, traditional Medicare only provided telehealth coverage for Medicare beneficiaries for certain limited services and only via communication from pre-approved locations.

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IRS TO ALLOW MOST TAXPAYERS TO DEFER PAYING 2019 TAXES ON APRIL 15, 2020 DUE TO COVID-19

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 to be a similar automatic extension for filing a return.

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DB Alert – COVID-19 Legislative Update

As part of its initial response to the current and anticipated impact of COVID-19 on businesses across the nation, Congress has passed and the President has signed an $8.3 billion supplemental funding bill that includes authority for the Small Business Administration (SBA) to issue up to $7 billion in low-interest loans under its already existing Economic Injury Disaster Assistance Program (EIDL) to small businesses adversely impacted by the outbreak. The administration has announced its intention to ask Congress to increase SBA’s resources for small business disaster assistance related to COVID-19 to $50 billion. We expect funding amounts to increase and complementary initiatives to be implemented as the full economic impact of the outbreak makes itself felt.

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