01 — Practice Area
Tax Planning & Controversy
From federal and state audits to multi-jurisdictional planning and voluntary disclosures, the firm represents individuals, families, and closely held businesses in the tax matters that carry real financial consequences.
Counsel
Areas of Counsel
Federal Tax Planning
Income tax planning for individuals, business owners, and high-net-worth families.
State & Local Tax (SALT)
Multi-state nexus analysis, income tax apportionment, and residency planning.
Sales & Use Tax
Audit defense, exposure remediation, refund reviews, and compliance counsel. Learn more →
IRS Audit Defense
Representation in IRS examinations, appeals, and collection matters.
State Tax Controversy
Audits, appeals, and administrative protests before NJ, NY, and CT taxing authorities.
Voluntary Disclosure
VDA negotiations to come into compliance with reduced penalties and limited look-back.
Estate & Gift Tax
Lifetime gifting strategies, generation-skipping transfers, and estate tax minimization.
Property Tax Appeals
Assessment challenges and valuation disputes in NJ municipal tax courts.
Penalty Abatement
Reasonable cause filings, first-time abatement requests, and interest mitigation.
Engagement
When clients retain the firm.
Most tax engagements come to the firm in one of three ways. A taxing authority initiates an audit or assessment, and the exposure is meaningful enough that prior representation is no longer adequate. A transaction is contemplated — a sale, restructuring, relocation, or major distribution — and the tax consequences need to be understood before, not after, the deal closes. Or a return position taken in prior years no longer holds up, and the firm is retained to evaluate exposure and resolve it on the most favorable terms available.
In each case, the work is technical, the timeline matters, and the documentation has to hold up. Clients receive direct attention from experienced counsel across the engagement.
Consultation