Channel | Speakers

James M. Duggan, M.B.A., J.D.

James M. Duggan, M.B.A., J.D.

Founding Principal

James M. Duggan is a founding principal of DUGGAN BERTSCH, LLC, a Chicago-based business, tax, estate and wealth planning firm comprised of attorneys and accountants. Jim’s practice has concentrated principally on business and corporate law, and estate and wealth planning, primarily as they relate to closely held business interests and high net worth families. Jim’s experience in the structuring and implementation of Family Offices, sophisticated tax planning, and asset protection planning strategies is nationally recognized, as is his role in the firm’s development of a leading multidisciplinary planning protocol. In addition to giving frequent lectures and authoring articles in his areas of concentration, Jim also serves as a director on numerous for-profit and not-for-profit organizations.

Jim’s educational background includes attaining a Bachelor of Science in Marketing from the College of Commerce and Business Administration at the University of Illinois at Urbana-Champaign (Magna Cum Laude), a Masters in Business Administration in Finance from the DePaul University Graduate School of Business (Summa Cum Laude), and a Juris Doctor from the DePaul University College of Law, where he was awarded positions on both the DePaul Law Review and DePaul Business Law Journal.

2018 Advisory Board

Randy Crisorio
President & CEO
United Development Systems
and Advisory Board Chair

Craig Almon 
Founding Partner
Pro Consulting, LLC

Matt Croak 
Wise F&I, LLC

Lyle King
Senior Vice President

Matt Nowicki
Vice President of Retail Software

Tom O’Neil
President of New Business Development
Brown & Brown of Ky., Inc.

Kurt Orcutt
Accelerated Service International 

Gil Van Over
Founder & President
gvo3 & Associates