Meet The Team
Mr. Henderson is a member with DBTA, LLC and practices in DUGGAN BERTSCH’S Private Client Practice Group. He has a coast-to-coast federal tax practice in which he advises, counsels and represents some of the nation’s most successful and well-known individuals, for-profit businesses, family offices, and tax-exempt organizations. His extensive experience and education focuses on the interrelated disciplines of taxation, wealth planning and business law.
Mr. Henderson’s expertise includes:
Taxation
- U.S. tax planning, analysis, transactional structuring
- Pass throughs
- International inbound and outbound U.S. tax planning and compliance
- Executive compensation and benefits
- Tax compliance
- Tax controversy and litigation
- Tax advantaged investment planning and structuring
Wealth Planning
- Family Office planning, structuring, governance and administration,
- Wealth planning,
- Trusts and estates planning,
- Estate administration,
- Wealth and asset protection planning,
- Insurance planning,
- Transfer and income taxation planning,
- Succession planning, and,
- Associations and Foundations.
Business Law
- General corporate and limited liability company services,
- Insurance and reinsurance,
- Finance,
- Private equity,
- Business solutions and governance,
- Business counseling and transactions, and
- Business restructuring.
Mr. Henderson earned a Bachelor of Sciences degree with dual majors in Accounting and Finance from Indiana University, a certificate of Certified Public Accountant from the University of Illinois at Urbana-Champaign, a Juris Doctor degree from the John Marshall Law School (Cum Laude) in Chicago, Illinois, and a Juris Doctor Certificate in Tax Law from the John Marshall Law School. Mr. Henderson was the sole recipient of the Dean’s Award for outstanding academic achievement upon completion of his Juris Doctor degree. Mr. Henderson also completed his Masters of Law (LL.M.) (Highest Honors) in Taxation Degree with concentrations in Estate Planning and Employee Benefits at the John Marshall Law School.
Mr. Henderson is an adjunct professor of law at the John Marshall Law School where he teaches in the Masters of Laws program courses in federal taxation. Mr. Henderson is a member of the Chicago Bar Association, the American Association of Attorney-Certified Public Accountants, the American Institute of Certified Public Accountants and the Illinois Society of Certified Public Accountants. Mr. Henderson frequently presents to various organizations, including the American Institute of Certified Public Accountants at their Tax Strategies for the High-Income Individual in Las Vegas, Nevada, the Illinois CPA Society, and to the Chicago Bar Association. Mr. Henderson has appeared on WTTW (Chicago Tonight), WLS (ABC Chicago), as well as in numerous other national audio and published media sources. Mr. Henderson is licensed to practice in Florida, Illinois and Indiana as well as before the U.S. Tax Court.
Publications
Open House
Due to unforeseen circumstances, DBTA Open House for WEDNESDAY, OCTOBER 25TH has been Postponed. We apologize for any inconvenience this may cause and appreciate your understanding. Thank you for your interest and understanding.
Alert: Qualified Opportunity Zone Funds
Summary As part of the Tax Cuts and Jobs Act of 2017 (TCJA), a new community and economic development program was enacted under Section 1400Z-1 & 1400Z-2 that garnered little attention at the time of passage, but which now appears to be causing high net worth investors and the investment community at large to take […]
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 […]
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 Recent guidance just […]
Paycheck Protection Program Flexibility Act: Forgiveness Relief
Last week Congress passed H.R. 7010, the Paycheck Protection Program Flexibility Act of 2020 (PFA), significantly amending certain provisions in the Paycheck Protection Program (PPP) relating to a borrower’s loan forgiveness relief requirements. The President subsequently signed the PFA legislation into law which provides PPP borrowers with the following favorable modifications that should enable more, […]
Significant Estate, Gift, and Income Tax Changes Proposed Under The “Build Back Better Act”
On September 13, 2021, the House Ways and Means Committee released a proposed tax bill (House proposal) as part of the Biden administration’s “Build Back Better Act.” The segments of the proposed bill discussed below highlight important changes to the way trusts, estates, and individuals could be taxed. However, it is important to note that […]
For the 99.5% Act
In late March, the “For the 99.5% Act” (the “Act”) was introduced to Congress. The Act contains several additions, removals, and amendments to the Internal Revenue Code that would significantly alter estate and business planning practices. The changes, if enacted, that would be most relevant to comprehensive planning for the private client are summarized below. […]