Expert in Tax Problems and Tax Negotiation
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.
Expert may consult nationally and internationally, and is also local to the following cities: New York, New York - Yonkers, New York - Bridgeport, Connecticut - New Haven, Connecticut - Hartford, Connecticut - Newark, New Jersey - Jersey City, New Jersey - Paterson, New Jersey - Springfield, Massachusetts - Philadelphia, Pennsylvania
|Year: 1974||Degree: BSBA||Subject: ACOUNTING AND FINANCE||Institution: THE AMERICAN UNIVERSITY|
|Years: 1980 to Present||Employer: Undisclosed||Title: FOUNDER--PRINCIPAL||Department:||Responsibilities: OWNER ---PRINCIPAL
CLIENT RELATIONSHIPS, ETC
|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|
|Associations / Societies|
|NYS SOCIETY OF CPA'S, NATIONAL ASSOCIATION OF TAX PROFESSIONALS, CFP BOARD OF STANDARDS|
|Licenses / Certifications|
|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
Expert HAS A BOOK IN PROCESS ON THE SUBJECT OF HOW TO AVOID AND DEFEND TAX AUDITS.
|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
|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.|