Principal Shareholder, Tax Department
  • ABOUT ANDREW

    Andrew Schmidt is a Principal Shareholder in Dugan + Lopatka’s Tax Department, assisting clients across a variety of industries, including manufacturing, distribution, construction, real estate, healthcare, architectural, CPG, startups, and more.

    His extensive client service experience includes:

    • Tax planning and advisory for businesses, their owners, and other high-net-worth individuals.
    • Reviewing corporate, partnership, individual, and trust tax returns for compliance with applicable federal and state tax laws.
    • Multi-state tax planning.
    • Tax advisory services in specialized areas, including cost-segregation, section 179D, Research and Development, and equity compensation
    • Preparation of estate and gift tax returns.
    • Due diligence and tax planning for M&A transactions.

    Andrew is also heavily involved with D+L’s internal tax procedures and technology efforts, having led the firm’s transition to going paperless.

    In addition to his technical expertise, Andrew plays a key role in the firm’s marketing efforts, contributing to content creation, outreach strategies, and promoting the firm’s services.

  • PROFESSIONAL ACTIVITIES

    Andrew is a member of the American Institute of Certified Public Accountants (AICPA), and the Illinois CPA Society.

  • COMMUNITY ACTIVITIES

    Andrew serves as the Treasurer for the Hinsdale Humane Society. He is also very active in his church and currently serves as the Treasurer there as well.

  • PUBLICATIONS & SPEAKING ENGAGEMENTS
    • Tax Cuts & Jobs Act Interview, NCTV17 Business Connection (May-June 2018).
    • U.S. Tax Reform, What it Means for You and Your Business, Arrowhead Country Club (February 2018).
    • Now is the time to consider year-end tax planning, Daily Herald Business Ledger (November 2017).
    • Financials for Non-Financials, Naperville Area Chamber of Commerce (November 2017).
    • Financials for Non-Financials, Valley Industrial Association Annual Conference (September 2017).
  • EDUCATION
    • Master of Science in Taxation: Northern Illinois University (December 2020).
    • Master of Science in Accountancy: Northern Illinois University (August 2012).
    • Bachelor of Science in Accountancy, Northern Illinois University (December 2011).
    • Licensed Certified Public Accountant in the State of Illinois.
  • HOBBIES & PERSONAL INTERESTS

    In his free time, Andrew enjoys spending time with his wife, Lucy, their two children, Evelyn and Paul, and their dog, Ernie. He is passionate about animal rights and serves on the Hinsdale Humane Society Board. Andrew also enjoys reading, running, and staying active. He is a big sports fan and follows the Chicago Cubs, Chicago Bulls, Chicago Bears, Chicago Blackhawks, and Northern Illinois University sports teams.

  • AN INTERESTING TIDBIT ABOUT ANDREW

    Andrew has run two half-marathons.

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