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Professional Biography |
Bill
is Counsel to the firm. He has over 35 years of experience representing clients dealing with a multitude of federal and state and local tax planning and controversy matters. He has successfully represented individuals, corporations (closely held businesses and public) partnerships and limited liability companies before the Internal Revenue Service and many state tax agencies. Bill has also represented such clients in transactions and general tax planning, and he has assisted private foundations and public charities in obtaining and maintaining their tax-exempt status.
Click at Attorney News for items of news for Bill published on our web site.
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Areas of Experience |
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Sophisticated Tax
Planning for Individuals and Corporations |
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IRS and state/local
tax audits and controversies. |
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Tax Court litigation.
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Counseling private
foundations and public charities in their formation
and obtaining and maintaining tax exempt status. |
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Representative Matters: |
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Handled planning,
operation and Federal tax examination of off-shore
captive insurance company. Planning involved the possibility
of registering the off-shore company in various states,
and the transfer of its business activities to an
office in the United States. The planning and tax
examination for this company involved Subpart F of
the Internal Revenue Code. Successfully defeated National
IRS position. |
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Represented the
acquiring company in a tax-free merger of two computer
companies. |
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Organized limited
liability companies for closely held real estate businesses.
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Advised and represented
client before the IRS with respect to the payment
of compensation to its executive-shareholders. The
client was in the food distribution industry. Matter
resulted in maintaining compensation treatment for
majority of the payments to the executive-shareholders.
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Represented substantial
real estate company during a Federal examination of
its returns. Matter progressed from the agent, to
the IRS Appeals Office and, finally, to the United
States Tax Court. The issue involved in the case related
to an inconsistent position maintained by one of the
partners with respect to the allocation of losses,
nonrecourse liabilities and the application of Treas.
Reg. §1.704-1(b)(2)(iv)(f). Matter resolved predominantly
in favor of client, with relatively insignificant
economic cost. |
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Represented public
companies before the Internal Revenue Service in connection
with the examination of corporate income tax returns.
These clients were involved in various industries
such as: steel manufacturing; gold mining; soda and
beverage production and distribution; fast food restaurants;
national hotel franchise operation; contract servicing
operations; engineering; and real estate. In various
matters, hundreds of millions of dollars in tax savings
were produced. |
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Represented public
companies before various state tax departments such
as: New York, New Jersey, Pennsylvania, Ohio, Michigan,
Utah, Alaska and California. |
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Generally, researched
tax matters involved in business transactions and
assisted corporate counsel in executing same.
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Professional and Community Involvement: |
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Adjunct Professor, Pace University's Lubin School of Business |
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Member, New Rochelle Bar Association |
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Member, Rye/Portchester Bar Association |
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Board of Advisors (2005-2007), American Cancer Society, Eastern Region - Westchester (Legislative Ambassador; Golf Committee; Chair, Professionals Against Cancer) |
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Member, City of Rye Board of Tax Assessment Review, 2002-2007 |
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Counsel, Board of Trustees - New City Jewish Center, New City, NY, 1995-2000 |
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President, Board of Directors - Rye Colony Cooperative Apartments, Inc., Rye, NY, 1998-2000 |
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Member, Estate Planning Council of Westchester County |
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Education: |
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| Journals and Publications: |
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“Timing Really is Everything – So Use Tax Deadlines and Time Limits to Your Advantage” Tax Hotline (April, 2004). For a copy of the article, click at Article. (Reprinted with Permission of Tax Hotline, Boardroom, Inc.; www.bottonlinesecrets.com).
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Admitted to Practice:
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New York
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Kentucky |
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United States District
Court, Southern and Eastern Districts of New York
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United States Tax
Court |
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United States Court
of Claims |
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United States Court
of Appeals, Second Circuit
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