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Duggan Bertsch
303 West Madison
Suite 1000
Chicago, Illinois 60606
CAPTIVES - Not yet captivated?
You should be!
By: James M. Duggan, of Duggan Bertsch, LLC
  Click Here  
To request information on how to implement a
Captive Insurance Company in your circumstances.
Recent laws and rulings have made the
Captive Insurance Company concept a
major planning solution for privately
owned business.
A properly formed captive can help mitigate risk,
increase total profits, minimize income and estate taxes,
protect assets, and provide for your business and
personal succession planning needs.
In effect, you are forming your own insurance company to
insure a portion of the various risks relating to your
business. The name stems from the fact that your
insurance company activities are generally limited, or
"captive," to only the company or companies owned by you.
To be sure, the captive insurance company must be a
legitimate insurance enterprise, actuarially underwritten
and supported, with proper shifting and distribution of
risk as is customary in the industry.
The IRS and the Tax Court have provided clear dictates
on how to implement such structures, and most captives
can benefit from "safe harbor" structuring. The Captive
Insurance Company is one of the more powerful
planning tools for the private business, and one you
should consider sooner rather than later.
View the Closely Held
Business Services we provide.
Click Here
Ensuring that you are fully informed
to make the best decisions for your
business and personal wealth plan-
ning purposes is our goal. Captive
Insurance Companies are a wonder-
ful tool available to the private client,
but must be understood and
implemented properly to achieve
the desired results.
LLC at 312-263-8600
or email us at :
If you would like a FREE
complimentary captive
consultation. We look forward
to hearing from you.
- Jim Duggan
Our Team
Duggan & Bertsch is 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.
You have worked hard to build the wealth
you have today – allow us to help you
properly plan for that wealth hereafter.
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.
DUGGAN BERTSCH is a transactional
practice with a necessary focus on business
and corporate representation.

Want to get in touch?

Email us at
 –  Call us at 1-888-800-0824 (M-F 7:00am - 9:00pm US EST)
(Our development teams work 24/7)

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