Nathan J. Dosch
Convergence Planning Group, LLC • Brookfield, WI
BusinessPersonal InjuryTaxTax Planning
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Contact
Email
Phone
(262) 317-9009
Address
15400, Brookfield, WI, 53005, US
Professional
About
Nathan J. Dosch is a distinguished attorney specializing in tax law, based in Brookfield, Wisconsin, where he serves as President and Managing Attorney at Convergence Planning Group, LLC. With an extensive background in tax planning and compliance, Nathan is dedicated to helping clients navigate the complexities of tax law to achieve their financial goals. Nathan earned his Juris Doctor from Marquette University Law School in 2004, followed by a Master’s of Science from the University of Wisconsin-Milwaukee in 2007, and a Bachelor of Science from North Dakota State University in 2001. His educational foundation, combined with over a decade of practical experience, empowers him to provide informed and strategic legal counsel. Before establishing himself at Convergence Planning Group in 2019, Nathan honed his expertise in various leadership roles, including Vice President and Market Leader at First Business Trust & Investments, and Personal Trust Officer at U.S. Bank - The Private Client Reserve. His experience also includes a tenure at Mawicke & Goisman, S.C., where he developed a keen understanding of personal and business tax issues. Recognized for his commitment to professional excellence, Nathan received the prestigious Charles Dunn Author Award from the State Bar of Wisconsin in 2010. He is passionate about building lasting relationships with his clients, ensuring they feel supported and informed at every stage of their financial journey. Nathan's client-centered approach, combined with his comprehensive knowledge of tax law, makes him a trusted advocate for individuals and businesses alike, guiding them through the intricacies of tax regulations with confidence and clarity.
About Business Law
Business law attorneys advise companies on legal matters including formation, contracts, compliance, and transactions. They help businesses navigate regulatory requirements and protect their interests. Common matters include business formation, contract drafting, mergers and acquisitions, commercial disputes.
Credentials
Education
2007 University of Wisconsin, Milwaukee Master's of Science 2004 Marquette University Law School Juris Doctor 2001 North Dakota State University Bachelor of Science
Languages
English
Recognition & Involvement
Awards
2010 Charles Dunn Author Award, State Bar of Wisconsin
Publications
2013 Liability of an LLC Taxation as a Corporation vs. a Partnership 2011 Fundamentals of Trust Administration (NBI) Non-Monetary Aspects of Trust Administration 2011 Fundamentals of Trust Administration (NBI) Tips for Recession-Proofing Trusts 2010 Wisconsin Estate Planning and Tax Law Blog Wisconsin Estate Planning and Tax Law Blog 2010 Digital Estate Planning Digital Estate Planning
Associations
2016 - 2019 Milwaukee Estate Planning Forum Member 2016 - 2018 Fox Valley Estate Planning Council Member 2016 - 2017 Waukesha County Estate Planning Council Member 2010 - 2011 Rotary Club of Madison Member 2009 - 2010 Madison Estate Council Member
Speaking
2013 Trust Income Taxation Guide Current Income Tax Rules and Regulations 2013 Liability of an LLC Taxation as a Corporation vs. a Partnership 2013 Business Formations: Small and Emerging Businesses Business Formations 2012 Winnebago County Estate Planning Council Estate Planning for Digital Assets 2011 Fundamentals of Trust Administration Tips for Recession-Proofing Trusts
Other Business Attorneys in Brookfield, WI
Updated: May 25, 2026