Intellex Acquires Expert by Big Village

We're thrilled to announce that Intellex has acquired Expert by Big Village, effective March 22, 2024. This strategic move enhances our capabilities and strengthens our commitment to delivering exceptional solutions to our customers.

Stay tuned for more updates on how this acquisition will benefit our clients and experts.

For inquiries or more information, please contact us at info@intellex.com.

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Expert Details

Tax Problems and Tax Negotiation

ID: 727477 New York, USA

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He is a CPA and Certified Financial Planner with thirty Years expertise as a tax strategist, a problem solver and creative tax consultant. He is the principal of his own consulting firm. He has been involved in IRS Tax Audits and collection matters (huge tax savings achieved at state tax conferences); state tax audits, Department of Labor Payroll Tax Issues with respect to Independent Contractor Worker Classification.

He provides traditional tax prep and tax planning services as well as personal and corporate tax problems resolved. He also provides specialty tax services, such as un-filed tax returns, rapid clean up and follow through. His firm provides specialty tax services for lawyers and law firm clients assisting lawyers with tax problems. He has performed extensive tax research for CEO’s, tax implications on marital and non-marital settlements, and Innocent spouse relief. Furthermore, he consults on international taxation, providing advice and tax filings for US ex pats working abroad.

He has also provided expert testimony in court as a business appraiser (for a Dental Practice), as well as divorce tax planning and support services for lawyers.

His firm has had great success with IRS offers in compromise.


CEO of major public company calls to research the tax implications of a non-marital out-of-court settlement. Subjects involved were gifts tax regulations, consideration, income taxese on transferred assets, etc.Lawyer owed well over $150,000 for two-year IRS tax audit. Tax savings throughout new tax strategies introduced for tax year 2006 were substantial. Lawyers missed a 60 deadline prior to engaging expert’s services. He petitioned the US Tax Court, represented the client in a tax hearing prior to going to tax court, resulting in additional and substantial tax savings in 2005 tax audit based upon tax audit results accepted in 2006 tax audit.Executive worked abroad in London for 5 years and never filed his US Tax Returns. IRS claims he owes a total of over $300,000. Expert prepares and files all un-filed tax returns taking into account various foreign tax exclusions. All liabilities are re-arranged and IRS ultimately owed client $25,000 in refunds.Surviving spouse and senior citizen receives IRS letter for deceased husband’s IRA distribution not previously reported while husband was alive. Husband always handles tax issues on behalf of surviving spouse. Expert files “Innocent Spouse Relief” forms and has tax liability thrown out, surviving spouse on a fixed budget in retirement, no knowledge of her deceased husband’s error. Innocent spouse relief accepted by IRS.New York furniture company hires Expert to step in as expert negotiator and tax strategist to handle NYS sales tax audit. New York State comes up with a total balance due for three-year tax audit period in the amount of $166,000 plus Expert develops tax strategy and attends final tax conference. Tax liability was reduced down to $33,000.

Education

Year Degree Subject Institution
Year: 1974 Degree: BSBA Subject: ACOUNTING AND FINANCE Institution: THE AMERICAN UNIVERSITY

Work History

Years Employer Title Department
Years: 1980 to Present Employer: Undisclosed Title: FOUNDER--PRINCIPAL Department:
Responsibilities:
OWNER ---PRINCIPAL
PRACTICE DEVELOPMENT
CLIENT RELATIONSHIPS, ETC

International Experience

Years Country / Region Summary
Years: to Present Country / Region: HOLLAND-NETHERLANDS Summary: TAX CLIENTS--DUAL US AND HOLLAND CITIZENS WHO MUST STILL FILE USA TAX RETURNS.
Years: to Present Country / Region: ISRAEL Summary: TAX CLIENTS WHO NEED TO FILE FOR REFUNDS OF FORCED USA FED TAXES WITHHELD

Career Accomplishments

Associations / Societies
NYS SOCIETY OF CPA'S, NATIONAL ASSOCIATION OF TAX PROFESSIONALS, CFP BOARD OF STANDARDS
Licenses / Certifications
CPA, CFP
Publications and Patents Summary
Expert J. Expert IS FOUNDER OF AN EDUCATIONAL TAX WEB SITE.

Expert HAS DEVELOPED SPECIALIZED SEMINARS FOR CONTINUING LEGAL EDUCATION CREDITS FOR THE NY COUNTY LAWYERS ASSN
MANHATTAN--NY

Expert HAS A BOOK IN PROCESS ON THE SUBJECT OF HOW TO AVOID AND DEFEND TAX AUDITS.

Additional Experience

Expert Witness Experience
He has appeared on the Mineola Supreme Court as an Expert Witness Appraiser in a Divorce Matter in Connection with Valuation of Dental Practice.
Training / Seminars
He has developed many tax, retirement and financial management seminars, most recently for the New York County Lawyers Association for CLE credit. Subjects were ‘How to avoid and defend a Tax Audit’ and ‘How to regain control over your tax and financial scenario.

He has also provided many different seminars for insurance groups, Real Extate Agency Offices and a few brokerage firms on subjects of client relationships, tax matters, etc.
Other Relevant Experience
Excellent public speaking and seminar skills

He has provided enrichment programs on a global cruise line on self-improvement, stress management, and financial planning and taxation

Language Skills

Language Proficiency
ABOVE AVERAGE ABLE TO READ, WRITE AND SPEAK SPANISH TRAVEL TO SPANISH COUNTRIES SUCH AS SPAIN(MADIRD, BARCELONA) AND GUATEMALA
HEBREW SINCE HIS WIFE;S FAMILY IS FROM ISRAEL, HE KNOWS MANY WORDS; HE CAN UNDERSTAND ABOUT 85% OF WHAT HE HEARS; HE CAN SPEAK BELOW AVERAGE BUT ENOUGH TO GET BY.

Fields of Expertise

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