J. Scott Bogguss

J. Scott Bogguss is a member of Simmons Perrine Moyer Bergman where he is engaged primarily in business law, trusts and estates, taxation, pension and profit sharing plans, corporate law, mergers and acquisitions, finance, and agricultural law. Prior to joining the firm, Mr. Bogguss was a member of the Cedar Rapids firm of Moyer & Bergman PLC and served several terms in that firm’s management and as Chair of its Business and Tax Department.

Mr. Bogguss' practice concentration includes providing tax, estate and general business law counsel to a wide variety of closely held businesses and their owners. His general activities include initial organization and reorganization of business entities to accomplish the financial, tax planning, management and other objectives of the owners and managers of such entities. His work also frequently involves the design and implementation of estate, pension, business succession and executive compensation plans. His experience includes transactional work in mergers, acquisitions and secured lending. Mr. Bogguss also represents business and individual clients with respect to disputed income tax matters.

Honors & Awards

• Ranked in Chambers High Net Worth, 2017 & 2018
  
  • Private Wealth Law, Band 2
  Included in Great Plains Super Lawyers list, 2007, 2009 - 2018
• Included in The Best Lawyers in America® list, 1987 - 2019
  • Employee Benefits (ERISA) Law, Tax Law, Trusts and Estates
• AV Rating by Martindale-Hubbell®

Memberships

• American Bar Association
  • Tax Section & Business Law Section
• Iowa State Bar Association
  • Probate, Trust & Estate Planning Section
  • Taxation Section (Tax School Chair 2007; Section Council 2007-2010; Section Chair 2009-2010)
• Linn County Bar Association
• American College of Tax Counsel (ACTC)
  • Elected to Fellow
• American College of Trust & Estate Counsel (ACTEC)
  • Elected to Fellow
• Cedar Rapids Estate Planning Council
• Association for Advanced Life Underwriting
• International Foundation of Employee Benefit Plans
• Institute of Management Accountants

Community Involvement

• Cedar Rapids Symphony Foundation
  • Past Board of Directors
• St. Luke’s Health Care Foundation
  • Past Chair
• Greater Cedar Rapids Community Foundation
  • Past Chair

2015 Presentations

• Estate and Succession Planning for Farmers and Business Owners - LattaHarris, LLP and TD&T (Cedar Rapids, IA) October 21
• Basic Estate & Succession Planning - LattaHarris, LLP (Tipton, IA) July 7

2014 Presentation

• Subchapter S Stock in Trusts - Iowa Academy of Trust & Estate Counsel (Webinar) May 21
  

2013 Presentation

• Connecting the Dots with GCRCF for Advisors - Greater Cedar Rapids Community Foundation (Professional Advisor Breakfast, Cedar Rapids, IA) March 14

2012 Presentation

• Tax Planning in the Era of Rising Tax Rates - University of Iowa College of Law & the Iowa State Bar Association (Spring Tax Institute, Iowa City, IA) May 5

2011 Presentations

• A Practical Guide to the Use of Life Estates - Look Before you Leap - ISU Center for Agriculture Law and Taxation (Farm & Estate Planning Seminar, Ames, IA) August 9
• Life Estate Fundamentals - Iowa State Bar Association (Annual Meeting, Des Moines, IA) June 23
• Overview of Succession Planning Process and Pre-Planning Steps; Sale to Non-Family Members and Related Tax Issues - ISU and Iowa Small Business Development Centers (Planning Workshops)
  • (Cedar Rapids, IA) April 27
  • (Emmetsburg, IA) May 3
  • (Davenport, IA) May 18

2010 Presentations

• Ethical Perspectives on the News - Tax Policy - KCRG-TV (Panel Discussion on TV, Cedar Rapids, IA) December 26
• Review of Current Estate Planning Documents During 2010 - University of Iowa College of Law & Taxation Section of the Iowa State Bar Association (Spring Tax Institute, ACTEC Panel, Iowa City, IA) May 1