Tax Law

Tax Law

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Our Tax Law Practice Group offers an extensive range of services for businesses and individuals, and covers virtually all aspects of the Federal and State of New Jersey tax laws.

Many of our tax attorneys are also specialists in asset protection and preservation planning, and focus on methods to help clients protect assets from creditor claims through asset transfers and asset ownership restructurings while avoiding unexpected income, estate and gift tax liabilities.  We also provide the highest quality guidance and representation in tax controversy matters at the Federal, state and local levels.

Our broad range of taxation-related services covers the following areas:

  • Federal and state income tax planning and compliance for individuals, corporations, limited liability companies and partnerships.
  • Tax planning for foreign persons and foreign-based entities.
  • Tax optimization of business transactions, including purchases and sales of business entities and business reorganizations, mergers and acquisitions, and private equity placements.
  • Sophisticated tax structuring using life insurance.
  • Tax planning for real estate transactions, including like-kind exchanges.
  • Choice of business entity planning.
  • Business formations and liquidations.
  • Formation of non-profit organizations, including private foundations, in compliance with state and federal tax-exempt criteria.
  • Tax planning and compliance for not-for-profit organizations.
  • Advising tax return preparers in connection with tax return preparation.
  • Tax effective asset protection planning

Our clients include:

  • Closely held businesses and their owners
  • High net-worth individuals
  • Entrepreneurs
  • Charitable organizations and private foundations
  • Business executives
  • Professionals

November 5, 2018Tax Alert: 2019 Retirement Plan Limits

Martin D. Hauptman addresses the 2019 Retirement Plan Limits in our latest Tax Alert. Click here to read more....

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October 30, 2018Tax Law Alert: Four Companies Selected to Collect IRS Debts

Martin D. Hauptman, a Member in the Firm's Tax Law Practice Group, issued a recent Tax Alert on "Four Companies Selected to Collect IRS Debts." Click here to read more....

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September 24, 2018Tax Law Alert: U.S. Supreme Court Decision Increases Collection of State Tax on E-Commerce Sales

Marc J. Comer, Counsel in the Firm's Tax, Trusts & Estates Practice Groups, recently authored a Tax Law Alert on a recent U.S. Supreme Court decision which increases collection of state tax on e-commerce sales. To learn more about how this could impact your business, click here: https://conta.cc/2O3tpX1...

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23 OctJoin us for our 6th Annual Tax, Trusts and Estates Breakfast on December 4th!

Join Mandelbaum Salsburg on December 4th for our 6th Annual Tax, Trusts and Estate Planning Forum at Mayfair Farms in West Orange New Jersey!...

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September 20, 2018Steven Holt Publishes Article for ROI-NJ on The IRS Tax Amnesty Programs

Steven Holt, Chair of Mandelbaum Salsburg's Tax, Trusts & Estates Practices recently authored an article for ROI-NJ on the IRS Tax Amnesty Programs for those with undisclosed holdings overseas and issues a warning that the IRS increasingly wants to know about your money overseas. Read what Holt cautions here....

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August 27, 2018Steven Holt Authored an Article for NJCPA on the Offshore Voluntary Disclosure Incentive Program

Steven Holt, Chair of Mandelbaum Salsburg's Tax, Trusts & Estates Practices and Alan Glazner, Of Counsel to the Firm's Tax Practice, authored an article for NJCPA on the Offshore Voluntary Disclosure Incentive Program which is ending September 28th. We encourage tax professionals, accountants and other advisors who advise clients on tax matters to read this!...

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13 AugTax, Trusts & Estates Chair Steve Holt Talks About Brand Value and Business Succession Marketing

Ever wonder the value of a strong brand in Business Succession Marketing and Planning? Check out Leon Grassi's latest DSM blog featuring a Q&A with Mandelbaum Salsburg's Tax, Trusts & Estate's Chair Steven Holt. This is a must read for business owners!...

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August 10, 2018Steven Holt Featured in a Q&A for Leon Grassi's DSM Blog on The Value of a Strong Brand in Business Succession Marketing and Planning

Ever wonder the value of a strong brand in Business Succession Marketing and Planning? Check out Leon Grassi's latest DSM blog featuring a Q&A with Mandelbaum Salsburg's Tax, Trusts & Estate's Chair Steven Holt. This is a must read for business owners!...

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July 11, 2018Mandelbaum Salsburg's Tax Law Practice Group Issued a Special Bulletin on the End of the Offshore Voluntary Disclosure Program

Mandelbaum Salsburg's Tax Law Practice Group has issued a Special Bulletin on the End of the Offshore Voluntary Disclosure Program....

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18 MayLatest Nj.com article on Things to Think About Now for 2018 Tax Returns Featuring MS Attorneys Holt, Strober and Fox

Check out the latest NJ.com article highlighting many of the changes brought on by the Tax Cuts and Jobs Act and what you need to start thinking about now for your 2018 return! Our own Steven Holt (Chair, Tax, Trusts & Estates), Lynne Strober (Co-Chair Family Law) and Lisa Fox (Member, Tax, Trusts & Estates) give expert analysis on these changes and tips to consider. It is important to plan throughout the year so you aren't blindsided in April when tax time rolls around again....

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April 25, 2018Casey Gocel Provides Advice for New Startups in Blerp.com

Casey Gocel provided advice for new startups in a blerrp.com blog post earlier this year. Blerrp is an online forum to help entrepreneurs and provide a platform for questions to be asked and answered. See what Casey has to say here: https://www.blerrp.com/blog/10-legal-experts-provide-their-best-advice-for-new-startups/...

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13 FebTax, Trusts & Estates Update -- Special Edition: 2017 Tax Cuts and Jobs Act

As you know the 2017 Tax Cuts and Jobs Act created sweeping changes including repeals of credits and deduction, changes to education funding, incentive programs and rules covering charitable organizations, income earned by partnerships, etc… The attached newsletter is being published by our Tax, Trusts & Estates Department to highlight for clients the major changes....

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13 Feb2017 Mandelbaum Salsburg Year in Review

We are pleased to share our 2017 Year in Review which highlights some of the Firm's notable successes during the last year. We are thankful to our clients who have allowed us to continue doing what we love. We continue to expand our practice areas and bench to reflect our clients needs....

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23 JanTax law Alert: Does Your Will Still Work? How the New Tax Law Can Impact Your Estate Plan

The Tax Law Department of Mandelbaum Salsburg has just issued an important Tax Law Alert for clients on how the new tax law can impact their estate plans! Read more here to learn if your will still works!...

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28 DecSteve Holt Answers NJ.Com Readers on the Taxability of 529 Accounts

Steven Holt, Chair of the Firm's Tax and Trusts and Estates Practice Group's was asked by an NJ.com reader about 529 accounts and what is taxable....

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20 DecSteven Holt Answers NJ.Com Biz Brain Readers Question on Gift Taxes on a Deeded Home

Steven Holt, Chair of the Firm's Tax and Trusts & Estates Practice Groups recently answered a NJ.com BizBrain reader's question on gift taxes on a deeded home. Check out Steve's answer here....

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3 NovJoin Us for Our 5th Annual Tax, Trusts and Estate Planning Forum on December 5, 2017

Join Us for Our 5th Annual Tax, Trusts and Estate Planning Forum on Tuesday, December 5th from 8:00 a.m. - 10:00 a.m. at Mayfair Farms in West Orange, NJ! Earn up to 1.5 CE credits and hear from our panel of experts regarding guardianships, special needs trusts, irrevocable trusts, latest tax law changes and more! To RSVP, email llynch@lawfirm.ms or call 973.243.7951. Seating is limited so RSVP today!...

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10 AugSteven Holt Answers Nj.com Biz Brain Question on Property Tax and Mortgage Deductions

Steve Holt, Chair of the Firm's Tax and Trusts & Estates Practice Groups recently responded to a NJ.Com Biz Brain readers question on property tax and mortgage deductions! Read what Steve had to say....

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18 JulCasey Gocel Named to NJ Biz Forty Under 40

We are proud to announce that our Member Casey Gocel, Esq. LL.M. has been named by NJ Biz as a Winner of their Forty Under Forty Award! We could not be more proud of Casey's accomplishments both professionally and within the community! According to NJ Biz, "These up-and-coming stars of the New Jersey business community have achieved professional excellence at a young age, representing the future of their industries and the state as a whole." Congratulations Casey and all of this year's winners!...

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13 JulSteven Holt Answers nj.com Biz Brain Question on How the Federal Estate Tax is Calculated

Steven Holt, Chair of Mandelbaum Salsburg's Tax and Trusts and Estates departments, answered a nj.com readers "Biz Brain" question on how the federal estate tax is calculated....

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13 JulSummer 2017 Tax, Trusts & Estates Newsletter

Check out the latest news and developments in Tax, Trusts & Estates in the Summer 2017 Tax, Trusts & Estates Update!...

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22 JunSteven Holt authors article for New Jersey Business Magazine on Irrevocable Trusts

Steven Holt, Chair of Mandelbaum Salsburg's Tax Law Department, was recently featured in the May 2017 New Jersey Business Magazine with an article on Irrevocable Trusts....

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14 OctFall 2016 Estate Planning Update: The Repeal of the New Jersey Estate Tax

NEW JERSEY REPEALS ESTATE TAX On October 14, 2016, Governor Christie signed a new law which made sweeping changes to a variety of tax provisions, including New Jersey's estate tax. This new law (the "Tax Law"), passed as a compromise to, and in conjunction with, a...

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19 SepMember Martin D. Hauptman Speaking at Upcoming NJCPA and SFSP Events

On September 29th, Martin D. Hauptman will be a speaker at Professionals Day 2016, which is being presented by the Society of Financial Service Professionals North Jersey Chapter as a Continuing Education course. Martin will be discussing Trusts as Beneficiaries of Retirement Plans. For registration...

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