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Martin D. Hauptman, Member

Martin D. Hauptman

Member

mhauptman@lawfirm.ms

3 Becker Farm Road, Suite 105
Roseland, NJ 07068
Tel: 973-736-4600 x201
Fax: 973-325-7467

Martin Hauptman is a partner in the firm’s Trusts & Estates, and Taxation practice groups.  His practice primarily focuses on ERISA, pension planning and administration, estate planning and administration, business succession planning, entity formations and planning (including corporations, limited liability corporations, partnerships, etc.), mergers and acquisitions, IRS and state tax representation, tax and probate litigation, as well as federal and state tax matters.

Martin has received the following honors: Listed in Strathmore’s Who’s Who, 1996-1997; Named Super Lawyer, New Jersey Monthly Magazine 2005-2009; AV Preeminent Peer Review Rated by Martindale Hubbell, recognized by his peers in the 2020 issue of " Best Lawyers in America."*







*No aspect of this advertisement has been approved by the Supreme Court of New Jersey or the American Bar Association. A description of the standard or methodology on which the accolades are based can be found at:

https://www.bestlawyers.com/methodology

Martin is a Certified Public Accountant who has significant experience in the design, drafting and termination of qualified plans, sophisticated estate planning, and corporate and individual tax planning. He has represented clients before the Internal Revenue Service and state taxing authorities in complex tax matters, including audits of qualified plans and matters involving the IRS Closing Agreement Program.  Martin has also in the past successfully concluded audits to prevent the disqualification of qualified plans; facilitated transfers of closely held businesses to create significant tax savings using Employee Stock Ownership Plans; developed creative corporate tax strategies for an airline, which resulted in substantial tax savings; and successfully negotiated with the Department of Labor to enable a profit-sharing plan to invest in the employer’s business.

Martin’s published works include “Taxation of Distributions from Qualified Plans,” Tannen – Recent NJ Case Upholds Protection of Trust, Matrimonial Strategist, December 2011

American Bar Association
New Jersey State Bar Association
– Member, Section on Taxation
– Executive Council, Section on Taxation, 1982
– Vice Chairman, Death Tax Committee, 1983 – 1988
– Chairman, Employee Benefits Committee, 1988 – 1990
Essex County Bar Association
Estate Planning Council of Northern New Jersey
New Jersey Society of Certified Public Accountants
Union County Society of Certified Public Accountants

Overview

Martin Hauptman is a partner in the firm’s Trusts & Estates, and Taxation practice groups.  His practice primarily focuses on ERISA, pension planning and administration, estate planning and administration, business succession planning, entity formations and planning (including corporations, limited liability corporations, partnerships, etc.), mergers and acquisitions, IRS and state tax representation, tax and probate litigation, as well as federal and state tax matters.

Martin has received the following honors: Listed in Strathmore’s Who’s Who, 1996-1997; Named Super Lawyer, New Jersey Monthly Magazine 2005-2009; AV Preeminent Peer Review Rated by Martindale Hubbell, recognized by his peers in the 2020 issue of " Best Lawyers in America."*







*No aspect of this advertisement has been approved by the Supreme Court of New Jersey or the American Bar Association. A description of the standard or methodology on which the accolades are based can be found at:

https://www.bestlawyers.com/methodology

Experience

Martin is a Certified Public Accountant who has significant experience in the design, drafting and termination of qualified plans, sophisticated estate planning, and corporate and individual tax planning. He has represented clients before the Internal Revenue Service and state taxing authorities in complex tax matters, including audits of qualified plans and matters involving the IRS Closing Agreement Program.  Martin has also in the past successfully concluded audits to prevent the disqualification of qualified plans; facilitated transfers of closely held businesses to create significant tax savings using Employee Stock Ownership Plans; developed creative corporate tax strategies for an airline, which resulted in substantial tax savings; and successfully negotiated with the Department of Labor to enable a profit-sharing plan to invest in the employer’s business.

Martin’s published works include “Taxation of Distributions from Qualified Plans,” Tannen – Recent NJ Case Upholds Protection of Trust, Matrimonial Strategist, December 2011

Professional Affiliations

American Bar Association

New Jersey State Bar Association
– Member, Section on Taxation
– Executive Council, Section on Taxation, 1982
– Vice Chairman, Death Tax Committee, 1983 – 1988
– Chairman, Employee Benefits Committee, 1988 – 1990

Essex County Bar Association

Estate Planning Council of Northern New Jersey

New Jersey Society of Certified Public Accountants

Union County Society of Certified Public Accountants

Admissions

State of New Jersey, 1973

US District Court, District of New Jersey, 1973

US Tax Court, 1974

Education

Rutgers University Law School, J.D.

– Member, Rutgers University Law Review 1972-1973