Pete Zich heads Dugan & Lopatka’s Tax Department and is the managing principal of the firm. In his tax role, Pete focuses on tax planning and consulting for corporations, LLCs, partnerships, S corporations and Individuals. His typical services include advising our clients on minimizing their taxes on an annual basis; working with clients throughout the year to plan for cashflow requirements as necessitated by federal and state income taxes; and, analyzing the tax impact of a client’s business decisions.
Pete assists clients in a wide variety of industries with structuring business acquisitions, ownership transfers and how best to retain key employees. He also is part of the team that consults with clients regarding their state tax filings and the related exposure and opportunities regarding state compliance. Pete works to increase communications with clients to eliminate the potential for unanticipated tax obligations. Ongoing communications with clients is key to developing and analyzing alternative strategies.
