HIGHLIGHTS:
Counseling closely-held businesses, multi-generational families, and high net worth individuals
Negotiating acquisition and disposition of business entities
Handling tax controversy matters before the Internal Revenue Service and various state tax authorities
EDUCATION:
New York University School of Law
LL.M. (in taxation) 1966
Rutgers University School of Law (Newark)
J.D. 1961
Rutgers University School of Business
B.S. 1958
BAR ADMISSIONS:
State:
New Jersey 1961
Federal:
District of New Jersey
Court of Appeals - Third Circuit
Tax Court
Claims Court
OTHER EXPERIENCE:
Certified Public Accountant, New Jersey
Jewish Community Foundation of Metrowest, Tax Seminar Panelist
Seton Hall University, Tax and Real Estate Conferences
REPRESENTATIVE EXPERIENCE:
Personal counseling, integrating gift, estate, income, and financial planning
Business and tax planning for corporations, partnerships, and limited liability companies
Estate planning
Estate administration
Income tax planning and problems:
Tax-free reorganizations
Consolidated returns
Personal holding companies
Accumulated earnings tax
Installment sales
Family and other attribution rules
Stock redemptions
Golden parachutes
Income deferral/acceleration
S corporations
Partnerships/limited liability companies
Charitable transfers
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