Jerry Lopatka, CPA, CGMA, is the managing principal of Dugan & Lopatka, CPA PC, a large local public accounting and consulting firm.
Jerry Lopatka is the managing principal of Dugan & Lopatka, CPA PC. He specializes in tax planning and business consulting for privately held companies and he works extensively in the areas of corporate tax, mergers & acquisitions, real estate transactions and estate planning.
Jerry has 30 years of experience as a practicing Certified Public Accountant and Chartered Global Management Accountant. He is a 1975 graduate of Elmhurst College and has a master of science in taxation degree from DePaul University Graduate School of Business.
Jerry is an active speaker on tax and real estate development topics before trade groups, business organizations and companies, churches and community groups.
"We have had an outstanding relationship with Dugan & Lopatka for approximately 20 years. Our business has primarily been on personal income taxes but we have also sought advice on estate planning and some investment issues. The principals and staff have always been professional, up-to-date on their field of expertise and timely in their responses to questions and in completing projects." -- Haldon and Eileen Grant
"Jerry Lopatka has offered some great ideas that we have used in estate planning. He is always current with tax laws and estate planning strategies. I could not be happier with an accounting firm." David Aherns, Terco Inc.
"We have had Dugan & Lopatka as our CPAs for 30 years. We have found them to be a very professional and hard working organization. We appreciate all they have done for us."Jim and Sharon Luther