Legal Insight - Business Solutions

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Experience

 

March 1996
to
Present

DOUGHERTY LAW OFFICES

Proprietor of law firm. Practice focuses in the areas of business and corporate law and planning; tax law and planning; real estate law; wills, probate, and estate planning; insurance law; and general practice, including general litigation, commercial litigation, and other matters. Representative clients include corporations, partnerships, insurance companies, sole proprietors, employers, employees and other individuals. Practice caters to responding to legal needs and providing proper planning for small and large businesses and individuals with particular emphasis on mergers and acquisitions; corporate formation; choice of business entity; due diligence investigations; licensure; shareholder matters and corporate governance; commercial contracts; and regulatory and administrative law. Represented clients and financial institutions in full array of residential and commercial real estate matters. Represented tax clients and provided tax and estate planning in a variety of situations. Provide full array of legal services for diverse client needs.

September 1999
to
Present

Co-Owner (along with wife Jacquelyn) and licensed insurance agent of diverse financial consulting business and insurance agency with offices in Philadelphia, PA and Medford, NJ. The business caters to small businesses and individuals offering all lines of insurance services, both commercial and personal (homeowners, auto, life, health, long term care, business owners); accounting and bookkeeping services, tax services; and financial planning. Please click here to visit the Dougherty Financial Consultants website.

May 1995
to
February 1996

CLARK LADNER FORTENBAUGH & YOUNG - Partner

Member of the Business Department of the law firm providing a wide array of business, corporate and tax legal services. Practice involves a variety of clients involving all aspects of the business community including corporations, partnerships, business entities, sole proprietors, employers, employees and individuals with diverse legal needs. Practice has a particular emphasis on corporations, insurance companies, agents, brokers, business entities and individuals operating in the insurance industry. Such matters include legal problems of a general corporate nature as well as those specific to the insurance industry. Worked extensively in the areas of mergers and acquisitions; formation of companies; licensure; due diligence investigations; shareholder matters; corporate governance; general commercial contract drafting, construction and interpretation; public and private transactions; regulatory and administrative representation; demutualization and conversion; reinsurance; tax; real estate; wills and probate practice. As a natural outreach of providing legal service to this client base also represented clients in litigation including business and commercial litigation; corporate litigation; minority shareholder litigation; professional malpractice insurance defense litigation; insurance coverage and reinsurance litigation.

February 1988
to
April 1995

MARGOLIS EDELSTEIN & SCHERLIS - Partner

Member of the Corporate Division of the law firm providing a full array of business and tax related legal services to a wide variety of clients. Such clients included insurance carriers, corporations and other business entities, trade associations and individuals. Provided qualified business corporate and tax legal advice in dealing with a client base similar to that described above.

February 1985
to
February 1998

BELL ATLANTIC CORPORATION - Tax Manager

Member of the Research and Planning group of the Tax Administration Department responsible for providing support on federal and miscellaneous technical tax issues. These responsibilities included the analysis and interpretation of tax legislation, research related to various tax audit issues and related analytical and planning support for corporate mergers and acquisitions. Responsibilities included the coordination, research, and review of key tax legislative proposals. Identified issues of general corporate concern. Issued corporate policy statements and company position papers.

June 1978
to
February 1985

BERWIND CORPORATION - Tax Specialist

Member of Tax Department of a privately held multi-national company. Responsibilities included all aspects of the tax function. These aspects included the active participation in an acquisition team which completed corporate studies regarding the research and planning of the tax treatment related to the acquisition, reorganization, disposal and liquidation of various corporate subsidiaries and divisions. Completed in-depth research and planned alternative tax consequences of various special projects responding to the needs and plans of corporate management. Completed Federal and State tax compliance necessary for filing separate and consolidated income tax returns including filing of Protests and arguing company position before the Appellate Division of the Internal Revenue Service.

Admission to Practice

State Bars of Pennsylvania and New Jersey, Supreme Court of the United States, U.S. District Court - Eastern District of Pennsylvania, U.S. District Court for the District of New Jersey, U.S. Third Circuit Court of Appeals.

Affiliations

Philadelphia Bar Association, Pennsylvania Bar Association, New Jersey Bar Association, and Burlington County Bar Association (Member Business Law Committee)

Education

Juris Doctor - Delaware Law School - May 1986
Honors: Cum Laude, Phi Kappa Phi Honor Society

JMaster of Science - Taxation - Drexel University - May 1981

JBachelor of Science - Accounting - Drexel University - June 1978
Honors: Academic Dean's List 1974-1978

Personal Data

Family: Married, four children
Elected Member: Drexel University Alumni Board of Governors
Chair, Drexel University Alumni Board of Governors; Member Drexel University Board of Trustees; Member Union League of Philadelphia. Member Union League Leadership Forum Executive Committee.

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Practice areas

  • Business Law and Planning
    Choice of entity, incorporation and formation of business entities, buying and selling business and corporate dissolution, business planning, succession planning, avoidance of a piercing of the corporate veil attack, due diligence investigations, corporate law and governance, shareholder matters, stockholder's meetings, limited liability companies, partnerships, small business planning, holding companies, commercial transactions and litigation, taking on a new partner, contract review / interpretation / negotiation and drafting, minority shareholder representation, business divorce.

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    General Counsel For Small Business
    Many of your competitors, by virtue of their size, have the benefit of their own in house counsel to represent their interests and have the ability to unleash these counsel on businesses such as yours. Since you may not have the luxury of being able to hire your own full time in house counsel, you are at a distinct disadvantage.

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    Tax Law and Planning
    Federal tax law analyses and planning, state tax law analyses and planning, IRS representation, state department of revenue representation, tax audits, tax planning, IRS appeals

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    Probate
    Probate of wills before the Surrogate or Register of Wills. Family Settlement Agreements. Resolution of inter-family disputes. Probate proceedings, will contests and probate litigation.

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    Wills and Estate Planning
    Consultation and drafting your will and estate plan, living wills, powers of attorney, estate planning, marital deduction trusts, life insurance trusts, living trusts, review and analysis your existing estate and family counseling.

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    Real Estate
    Representation related to the purchase and sale of real estate, real estate agreements of sale, attorney review of real estate documents, real estate closings, landlord/tenant disputes, review negotiation and drafting of business and residential lease agreements, mortgage financing agreements, mortgage workouts, mortgage restructurings and debt consolidations, deed in lieu transactions, mortgage foreclosures, collections

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    Legal Programs
    Legal Tune Up The Business Legal Tuneup Program was designed to help small businesses evaluate their legal health, risk and litigation vulnerability, addressing the most relevant areas of a business to alert the business owner as to what areas need to be addressed, improved and, most importantly, what steps should be taken to ensure legal protection.

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