Managing Principal
  • ABOUT JERRY

    Jerry Lopatka is the managing principal of Dugan & Lopatka, with 30 plus years of experience as a practicing Certified Public Accountant.  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.

  • PROFESSIONAL & COMMUNITY ACTIVITIES

    Jerry has taught and lectured on accounting principles at the College of DuPage.

  • PUBLICATIONS & SPEAKING ENGAGEMENTS

    Jerry is an active speaker on tax and real estate development topics before trade groups, business organizations and companies, churches and community groups.

  • EDUCATION
    • Elmhurst College, Bachelor of Science (1975).
    • DePaul University Graduate School of Business, Master of Science in Taxation (1985).
    • Licensed Certified Public Accountant in the State of Illinois.
  • HOBBIES & PERSONAL INTERESTS

    Jerry enjoys various outdoor activities, sporting clays and trap shooting.

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