Mr. Bertsch’s primary professional focus is on business and corporate planning, Federal taxation and estate planning for private clients. His experience includes advising clients on sophisticated taxation issues designed to minimize income and estate taxes, protect assets and preserve wealth. He has been intricately involved in the firm’s Advanced Planning & Family Office Practice Group and has helped develop the multidisciplinary advanced planning protocol.
Prior to joining Handler, Thayer & Duggan, Mr. Bertsch worked as a Tax Consultant in the International Tax Department of KPMG. During his tenure, he focused primarily on establishing and maintaining foreign sales corporations and export subsidy programs, and advising clients regarding international intellectual property issues.
Mr. Bertsch earned a Bachelor of Sciences in Accounting Degree from Loyola University Chicago and a Juris Doctorate Degree from DePaul University College of Law in Chicago, Illinois. Mr. Bertsch is a Certified Public Accountant and is a member of the Illinois State and Chicago Bar Associations, and the Illinois Certified Public Accountants Society.