Go to the Fox Rothschild LLP homepage.

Tax & Estates

Overview

TaxationWealthPlng_banner

Taxation and Wealth Planning Practice

Fox Rothschild’s Taxation and Wealth Planning attorneys provide a comprehensive array of planning and counseling services to help clients navigate the maze of tax laws governing businesses and individuals. Our attorneys continually assess developments that arise from the evolving landscape of federal and state income tax laws, the passage of new legislation, administrative announcements, regulations and case law, and we integrate those updates into our evaluations of various business and personal situations. We frequently work side-by-side with other attorneys in the firm versed in corporate, securities, employment, litigation, real estate, bankruptcy and family law to form multidisciplinary teams that focus on providing tax efficient alternatives to clients.

Demonstrated Leadership
Our team includes experienced tax attorneys noted in Chambers USA as being “hands on and responsive” as well as Fellows of the American College of Trust and Estate Counsel, an Academician with The International Academy of Estate and Trust Law and former accountants and trust officers. Our attorneys are also recognized speakers at prominent tax seminars, including NYU’s annual Institute on Federal Taxation and programs presented by the Society of Trusts & Estate Practitioners (STEP), American Bar Association Section of Taxation, Northern California Trust Companies Association, American Law Institute – American Bar Association (ALI-ABA), Pennsylvania Bar Institute, State Bar of California International and Trusts & Estates, local chapters of the New Jersey State CPA Society and local and regional Estate Planning Councils, among others. We are also mentors to tomorrow’s tax attorneys, serving as adjunct professors and visiting professors at numerous law schools. In addition, we are actively involved in the American College of Trust and Estate Counsel, American Tax Policy Institute, American Institute of Certified Public Accountants, Estate Planning Council, Tax Law Review, The Review of Taxation of Individuals, Wallace-Lyon National Tax Law Workshop, NYU Institute on Federal Taxation Advisory Board, NYU School of Law Graduate Tax Program and the taxation, probate, trusts and estate law sections of numerous national, state and local bar associations, where our attorneys have held various leadership positions.

Our specific tax services cover a range of areas, including:

"For over a century, we have offered a solid foundation for management and preservation of business and personal worth in the ever-changing world of tax law and regulations."
        Jerry August and Michael McBratnie
        Co-Chairs of the Taxation & Wealth Planning Practice

Printer Friendly

Department Chairs

Jerald David August
Michael C. McBratnie

At a Glance

Nationwide team of experienced tax attorneys

Provide comprehensive array of planning and counseling services to businesses and individuals

Continually assess legislative and administrative developments and their impact on business and personal tax plans

 

Services

 

News

Taxation and Wealth Planning Practice News

March 16, 2012
Planning for Proposed Changes in the Tax Code
Mark L. Silow - The Legal Intelligencer

horz line

January 25, 2012
Fox Rothschild Tax Attorneys To Present Free Seminar at PGA National Resort and Spa on Developments in Taxation and Wealth Planning

horz line

January 20, 2012
Effects of New Phila. Business Privilege Tax Legislation
Mark L. Silow - The Legal Intelligencer

horz line

December 22, 2011
People in the News
Jerald David August - The Legal Intelligencer

horz line

December 22, 2011
Fox Rothschild Attorneys Give Presentation in New Jersey on Estate Tax Exemptions
Jerome Deener, Debra Hirsch and Adam Grenker

horz line

December 20, 2011
Jerald David August of Fox Rothschild to Present ALI-ABA Course on Partnerships, LLCs and LLPs
Jerald David August

horz line

December 2011
Inside Section 897: Investments and Dispositions of U.S. Real Property Interests by Nonresidents
Jerald David August and Ricardo Antaramian - Business Entities (WG&L)

horz line

December 13, 2011
Richard S. Caputo of Fox Rothschild LLP Gives Presentation to the Atlantic County Bar Association
Richard S. Caputo

horz line

December 5, 2011
Ledger
Richard S. Caputo - The Reading Eagle

horz line

November 30, 2011
Richard S. Caputo of Fox Rothschild LLP Gives Presentation to Chester County Estate Planning Council
Richard S. Caputo

horz line

November 23, 2011
Caputo Speaks at Conference
Richard Caputo - Community Courier

horz line

November 21, 2011
Business News
Richard Caputo - The Mercury

horz line

November 18, 2011
Goodwill and Professional Service Corporations
Mark Silow - The Legal Intelligencer

horz line

October 31, 2011
Richard S. Caputo of Fox Rothschild LLP Presents at 2011 Planned Giving Day Conference
Richard S. Caputo

horz line

October 26, 2011
Tax Provisions Under the Proposed American Jobs Act
Mark Silow - The Legal Intelligencer

horz line

October 18, 2011
The Churn: Lateral Moves and Promotions in The Am Law 200
Robert Fields - The Am Law Daily

horz line

October 17, 2011
Fox Rothschild LLP Expands Its Executive Compensation Capabilities With the Addition of Robert Fields
Robert M. Fields

horz line

October 13, 2011
Caputo Gives Presentation on Trusts
Richard S. Caputo - The Mercury

horz line

September 26, 2011
Fox Rothschild Attorneys Present at In-house Counsel Conference of Association of Corporate Counsel America South Florida Chapter
Jerold Glassman, David Greene, Harvey Katz and Amy Rubin

horz line

September 21, 2011
Richard S. Caputo of Fox Rothschild LLP Gives Presentation on Trust Administration
Richard S. Caputo

horz line

September 19, 2011
Traversing Diminished Capacity and Undue Influence in Estate Planning
Cornelius J. O'Reilly and Erica J. Goldberg - New York Law Journal

horz line

September 2, 2011
The IRS Whistleblower Program: A Tool to Target Noncompliance
Mark Silow - The Legal Intelligencer

horz line

September 2, 2011
Estate and Gift Tax Exemptions in the Tax Relief Act
Jerome A. Deener - Accounting Today

horz line

July 6, 2011
Hedge Fund Investments By Pension Plans
Harvey M. Katz - New York Law Journal

horz line

June 20, 2011
Bobby V Hosts Fundraiser for the Japanese American Association of NY’s Japan Disaster Relief Efforts
Gary S. Moriwaki - Japan Culture NYC

horz line

June 20, 2011
Tax Court Demads Greater Due Diligence From Taxpayer
Mark L. Silow - The Legal Intelligencer

horz line

May 17, 2011
Fox Rothschild’s August Presents At Tax Law Symposium
Jerald David August:  - The Philadelphia Daily Record

horz line

April 25, 2011
Tax Implications of U.S. Persons Engaging In Business Operations in Brazil
Jerald David August & Ricardo A. Antaramian - ALI-ABA's The Practical Tax Lawyer

horz line

April 14, 2011
Portability for the Estate and Gift Tax Exclusion
Mark L. Silow - The Legal Intelligencer

horz line

March 21, 2011
Jerald David August of Fox Rothschild Presents ALI-ABA Webcast on Important Developments in Federal Income Tax Compliance
Jerald David August

horz line

March 18, 2011
Executors Face Difficult Decisions Under the New Tax Act
Mark L. Silow - The Legal Intelligencer

horz line

March 17, 2011
Fox Rothschild Increases Its Ranks of Attorneys Noted as Leaders in Their Fields by Chambers USA and Chambers Global

horz line

February 28, 2011
Ledger
Richard S. Caputo - The Reading Eagle

horz line

February 22, 2011
Richard S. Caputo of Fox Rothschild LLP Presents “ABC’s of Tax Exempt Organizations”
Richard S. Caputo

horz line

February 18, 2011
The IRS's Tougher New Voluntary Disclosure Program
Cornelius O'Reilly - Accounting Today

horz line

February 18, 2011
IRS Announces New Disclosure Program for Offshore Accounts
Mark L. Silow - The Legal Intelligencer

horz line

February 3, 2011
Walper Presents at London Seminar
Robert A. Walper - The Reporter

horz line

January 21, 2011
Changes to the Estate and Gift Tax Under the New Tax Act
Mark L. Silow - The Legal Intelligencer

horz line

January 13, 2011
Jerald David August of Fox Rothschild Leads ALI-ABA Tax Seminar
Jerald David August - Philadelphia Daily Record

horz line

January 11, 2011
Jerald David August of Fox Rothschild Serves as Planning Chair and Co-Presenter of ALI-ABA Tax Seminar
Jerald David August

horz line

December 27, 2010
Counting on Tax Cuts To Bring Businesses New Year’s Cheer
Phillip E. Griffin - NJBiz

horz line

December 20, 2010
Local Business People To Watch
Jerald David August - The Palm Beach Post

horz line

December 14, 2010
Compromise Tax Bill ‘Framework’ Announced
Mark L. Silow - The Legal Intelligencer

horz line

December 13, 2010
Mark Hess of Fox Rothschild LLP To Present at Israel-America Chamber of Commerce Seminar
Mark H. Hess

horz line

November 22, 2010
Tax Changes Prompt Professionals to Examine Businesses
Jerald David August - Dow Jones Newswires

horz line

November 18, 2010
Weigh Cost of Converting to Roth IRAs
Susan Foreman Jordan - Finger Lake Times

horz line

November 16, 2010
Deadline Approaches for New Tax Return Preparer Number Registration
Mark Silow - The Legal Intelligencer

horz line

November 9, 2010
IRA Hopscotch: Consider These Strategies in Converting From a Traditional IRA to Roth
Susan Foreman Jordan - Pittsburgh Post-Gazette

horz line

October 26, 2010
Jerald David August of Fox Rothschild Served as Chair and Presenter at 69th New York University Institute on Federal Taxation
Jerald David August

horz line

October 15, 2010
News and Notes
Jerald David August  - Florida Bar News

horz line

September 13, 2010
Jerald David August of Fox Rothschild Gives Update on Offshore Tax Evasion and Bank Secrecy at ALI-ABA Webinar
Jerald David August

horz line

August 17, 2010
Limitations on the Reliance Upon Professional Tax Advice
Mark L. Silow - The Legal Intelligencer

horz line

August 12, 2010
Area Law Firms Boosting Their Estate, Tax Practices
Jerome A. Deener, Debra T. Hirsch, Adam M. Grenker, Julia S. Epstein, Erica J. Goldberg and Cornelius O'Reilly - Bergen County Record

horz line

August 4, 2010
Fox Rothschild Adds Bulk of N.J. Tax and Estates Boutique
Jerome A. Deener, Debra T. Hirsch, Adam M. Grenker, Julia S. Epstein, Erica J. Goldberg and Cornelius O'Reilly - New Jersey Law Journal

horz line

August 3, 2010
Fox Rothschild Continues Expansion in New Jersey With Addition of Tax & Estates Group

horz line

August 2, 2010
Getting Personal: 'Sweeping Out' S Corps For A Tax Advantage
Jerald David August - Dow Jones Newswires

horz line

July 15, 2010
Will and Probate in New York - Critical Issues for Japanese Owning Assets in the US
Reiko Takikawa - 25th Anniversary Special Edition of UJP News for Japanese Executive

horz line

June 4, 2010
Small Businesses Must Grow To Avoid Tax
Quoted: Jerald David August - Dow Jones Newswires

horz line

April 29, 2010
The Discovery Status of Tax Accrual Workpapers After Textron
Author: Jerald David August and Jason M. Grimes - TEXTRON – BUSINESS ENTITIES/ RIA FEDERAL TAXES WEEKLY ALERT

horz line

April 29, 2010
The Discovery Status of Tax Accrual Workpapers After Textron
Author: Jerald David August and Jason L. Grimes - Business Entities

horz line

April 5, 2010
Prominent Fox Rothschild Tax and Estates Attorneys Participate in PBI Program on “The Estate Planning Quagmire of 2010”
Featured: Jerald David August, Gerald M. Hatfield and Guy B. Maxfield

horz line

April 1, 2010
Fox Rothschild Names New Office Managing Partners and Department Chairs in Pennsylvania, Florida and Delaware
Featured: Joseph Kulunas, Mark Morris, Neal Levitsky, Adam Silverstein, Michael Maransky, Robert Gundlach, Craig Finger and Michael McBratnie

horz line

April 2010
A Brave New World of Strict-Liability Penalties Under Codified Economic-Substance Doctrine
Quoted: Jerald David August - CHH -- Tax Shelter Alert, Vol VII NO. 4

horz line

April 2010
IRS Pushed Forward on Disclosure Regime for Uncertain Tax Positions
Quoted: Jerald David August - CCH – Tax Shelter Alert, Vol VII NO. 4

horz line

March 19, 2010
Fox Rothschild Attorneys Awarded Distinguished Chambers USA and Chambers Global “Leaders in Law” Rankings

horz line

March 9, 2010
Using Intermediary Does Not Avoid Rules for Like-Kind Exchanges
Author: Mark L. Silow - The Legal Intelligencer

horz line

March 8, 2010
No Federal Estate Tax Creates Planning Opportunities, Potential Confusion and Litigation
Jerome A. Deener, Debra T. Hirsch and Julia S. Epstein - New Jersey Law Journal

horz line

February 9, 2010
Pennsylvania Enacts Tax Amnesty Program
Author: Mark L. Silow - The Legal Intelligencer

horz line

December 21, 2009
Philadelphia Firm Blooms in Southern California
Mentioned: Mark Hess and Michelle Stimson - Los Angeles Business Journal

horz line

December 12, 2009
The Churn: Lateral Moves and Promotions in The Am Law 200
Mentioned: Mark H. Hess and Michelle M. Stimson - The Am Law Daily

horz line

December 8, 2009
Richard S. Caputo of Fox Rothschild Is Presenter at The 2009 Planned Giving Day Conference
Featured: Richard S. Caputo

horz line

December 8, 2009
First-Time Homebuyer Tax Credit Extended and Expanded
Author: Mark L. Silow - The Legal Intelligencer

horz line

December 7, 2009
Fox Rothschild Announces Mark Hess and Michelle Stimson Join Tax and Estates Department in Los Angeles
Featured: Mark Hess and Michelle Stimson

horz line

November 10, 2009
Roth IRA Conversion Opportunities Approaching
Author: Mark L. Silow - The Legal Intelligencer

horz line

October 13, 2009
Relief for 2009 Mandatory Retirement Distributions
Author: Mark L. Silow - The Legal Intelligencer

horz line

October 5, 2009
Jerald David August of Fox Rothschild Is Planning Chair, Moderator and Speaker for ALI-ABA Webinar on Offshore and International Tax Evasion
Featured: Jerald David August

horz line

September 8, 2009
Deadline Looms for Disclosure of Offshore Accounts
Author: Mark L. Silow - The Legal Intelligencer

horz line

July 14, 2009
Preview of the Obama Administration's Tax Proposals
Mark L. Silow - The Legal Intelligencer

horz line

June 9, 2009
IRS Memorandum Tackles Season Ticket Holders
Author: Mark L. Silow - The Legal Intelligencer

horz line

June 1, 2009
Jerald David August of Fox Rothschild LLP Speaks at ABA Tax Section’s Annual Meeting
Jerald David August

horz line

May 12, 2009
The Administration's Proposed New Rules for Offshore Transactions
Author: Mark L. Silow - The Legal Intelligencer

horz line

April 14, 2009
IRS Guidance for Ponzi Scheme Investors
Author: Mark L. Silow - The Legal Intelligencer

horz line

March 16, 2009
Fox Rothschild Grows Number of Attorneys Who Have Achieved the Distinguished Chambers USA "Leaders in Law" Ranking

horz line

March 10, 2009
Tax Incentives Under the American Recovery and Reinvestment Act of 2009
Author: Mark L. Silow - The Legal Intelligencer

horz line

February 13, 2009
Steven C. Levitt of Fox Rothschild LLP Appointed to the NJ Supreme Court Committee on the Tax Court
Featured: Steven C. Levitt

horz line

February 10, 2009
Consequences for the Defrauded: What Every Madoff Investor Should Know
Author: Mark L. Silow - The Legal Intelligencer

horz line

 

Attorneys

NameTitleLocationPhoneE-mail
horz line
Antaramian, Ricardo A.AssociateWest Palm Beach, FL



561.804.4425



E-mail Attorney
horz line
August, Jerald DavidPartnerPhiladelphia, PA
West Palm Beach, FL


215.299.2883
561.804.4401


E-mail Attorney
horz line
Bender, CharlesPartnerWarrington, PA



215.918.3546



E-mail Attorney
horz line
Britt, Elaine CalcotePartnerPrinceton, NJ



609.895.3333



E-mail Attorney
horz line
Caputo, Richard S.PartnerExton, PA



610.458.3121



E-mail Attorney
horz line
Cohen, Neal S.PartnerDenver, CO



303.446.3850



E-mail Attorney
horz line
Cooper, William BennettPartnerExton, PA



610.458.4945



E-mail Attorney
horz line
Cooperberg, BarryPartnerBlue Bell, PA



610.397.6501



E-mail Attorney
horz line
Corbin, Seth I.AssociatePittsburgh, PA



412.394.5530



E-mail Attorney
horz line
Deener, Jerome A.PartnerRoseland, NJ
Hackensack, NJ


973.994.7812
201.343.8788


E-mail Attorney
horz line
Flacker, Barbara R.PartnerPhiladelphia, PA



215.299.2846



E-mail Attorney
horz line
Goldberg, Erica J.CounselRoseland, NJ
Hackensack, NJ
New York, NY

973.994.7816
201.343.8788


E-mail Attorney
horz line
Goodman, Michael S.PartnerPrinceton, NJ



609.895.3326



E-mail Attorney
horz line
Greenfader, Glenn J.PartnerNew York, NY



212.878.7943



E-mail Attorney
horz line
Grenker, Adam M.PartnerRoseland, NJ
Hackensack, NJ


973.994.7814
201.343.8788


E-mail Attorney
horz line
Griffin, Phillip E.Co-Chair of the Firm; PartnerPrinceton, NJ



609.895.3334



E-mail Attorney
horz line
Hagan, Rebecca L.AssociatePittsburgh, PA



412.394.5541



E-mail Attorney
horz line
Hatfield, Gerald M.PartnerPhiladelphia, PA



215.299.2174



E-mail Attorney
horz line
Helf, Mary C.PartnerWarrington, PA
Blue Bell, PA


215.345.7500



E-mail Attorney
horz line
Herbert, Wendy WolffPartnerPrinceton, NJ



609.896.4583



E-mail Attorney
horz line
Hess, Mark H.PartnerLos Angeles, CA - Century City Office



310.598.4152



E-mail Attorney
horz line
Hirsch, Debra T.PartnerRoseland, NJ
Hackensack, NJ


973.994.7813
201.343.8788


E-mail Attorney
horz line
Jordan, Susan ForemanPartnerPittsburgh, PA



412.394.5543



E-mail Attorney
horz line
Kabala, Edward J.PartnerPittsburgh, PA



412.394.5599



E-mail Attorney
horz line
Kalis, Howard E.PartnerExton, PA



610.458.3117



E-mail Attorney
horz line
Katz, Harvey M.PartnerNew York, NY



212.878.7976



E-mail Attorney
horz line
Knopping, Owen A.PartnerPhiladelphia, PA



215.299.2064



E-mail Attorney
horz line
Kulunas, Joseph J.PartnerWest Palm Beach, FL



561.804.4402



E-mail Attorney
horz line
La Rosa, BridgetPartnerNew York, NY



212.878.7981



E-mail Attorney
horz line
Leibovitz, NormanPartnerPhiladelphia, PA



215.299.2048



E-mail Attorney
horz line
Levitsky, Matthew A.AssociateBlue Bell, PA



610.397.7962



E-mail Attorney
horz line
Levitt, Steven C.PartnerPrinceton, NJ



609.895.3340



E-mail Attorney
horz line
Lewis, Kenneth E.PartnerPittsburgh, PA



412.394.5520



E-mail Attorney
horz line
Maransky, Michael J.PartnerBlue Bell, PA



610.397.6502



E-mail Attorney
horz line
Markey, Pauline W.AssociatePhiladelphia, PA



215.299.5117



E-mail Attorney
horz line
Matlin, Robin B.PartnerPhiladelphia, PA



215.299.2072



E-mail Attorney
horz line
McBratnie, Michael C.PartnerExton, PA



610.458.4946



E-mail Attorney
horz line
McCarthy, Michelle M.CounselLos Angeles, CA - Century City Office



310.598.4153



E-mail Attorney
horz line
McCusker, Heather EshelmanAssociatePrinceton, NJ



609.844.7438



E-mail Attorney
horz line
Michaels, Eric J.PartnerRoseland, NJ
New York, NY


973.994.7505
212.878.7900


E-mail Attorney
horz line
Moriwaki, Gary S.PartnerNew York, NY



212.878.7949



E-mail Attorney
horz line
O'Reilly, CorneliusCounselRoseland, NJ



973.994.7817



E-mail Attorney
horz line
Pelphrey, Jeremy M.PartnerLos Angeles, CA – Century City Office



310.598.4166



E-mail Attorney
horz line
Pena, Miguel D.PartnerWilmington, DE



302.622.4245



E-mail Attorney
horz line
Riviezzo, Albert R.PartnerExton, PA



610.458.4949



E-mail Attorney
horz line
Rudy, James F.X.PartnerPrinceton, NJ



609.895.3339



E-mail Attorney
horz line
Santana, Megan DuryeaPartnerBlue Bell, PA



610.397.7964



E-mail Attorney
horz line
Shapiro, Abbe G.PartnerNew York, NY



212.878.7903



E-mail Attorney
horz line
Snodgrass, Stewart R.CounselPittsburgh, PA



412.394.5527



E-mail Attorney
horz line
Sullivan, Brian D.CounselRoseland, NJ



973.994.7525



E-mail Attorney
horz line
Takikawa, ReikoPartnerNew York, NY



212.878.7942



E-mail Attorney
horz line
Walcoff, VictorPartnerPrinceton, NJ



609.895.3348



E-mail Attorney
horz line
Walper, Robert A.PartnerBlue Bell, PA



610.397.6506



E-mail Attorney
horz line
Wanger, William R.PartnerBlue Bell, PA



610.397.6503



E-mail Attorney
horz line
Weinberg, Sara Y.AssociateRoseland, NJ



973.994.7815



E-mail Attorney
horz line
Weiss, Stephen P.PartnerPhiladelphia, PA



215.299.2074



E-mail Attorney
horz line
Wirt, Gregory M.AssociateExton, PA



610.458.3113



E-mail Attorney
horz line
Young, CarynAssociateNew York, NY



212.878.7962



E-mail Attorney
horz line
Young, Donald R.PartnerNew York, NY



212.878.7944



E-mail Attorney
horz line
Zeltt, Douglas J.PartnerPrinceton, NJ



609.895.3331



E-mail Attorney
horz line

 

Blogs

Taxation and Wealth Planning Practice Blogs

Federal Taxation Developments Blog

Join nationally recognized tax attorney Jerald David August as he discusses recent tax legislation, regulations, rulings and case law developments have resulted in a significant amount of new information that can substantially impact taxpayers.
View the Federal Taxation Developments Blog

Legal Tastings – A Wine Law Blog

With wine production active in all 50 states, the legal and business environment for the wine industry is continually changing and growing. Join our experienced team of bicoastal attorneys as they examine recent developments impacting the industry in tax, business succession planning, international trade, intellectual property, immigration, labor and employment and more.
View the Wine Law Blog

 

Publications
 

Taxation and Wealth Planning Practice Publications



 

Upcoming Events

Taxation and Wealth Planning Practice Events

Recent Developments in Taxation and Wealth Planning for Delaware Valley Professionals
May 3, 2012 — Lafayette Hill, PA
Presented by: Fox Rothschild LLP

horz line

 

Past Events

Taxation and Wealth Planning Practice Events

Recent Developments in Taxation and Wealth Planning for Florida Professionals
February 8, 2012 — Palm Beach Gardens, FL
Presented by: Fox Rothschild's Taxation and Wealth Planning Department

horz line

Mergers & Acquisitions of S Corporations: How to Structure the Deal
December 13, 2011
Presented by: ALI-ABA

horz line

Fundamentals of New Jersey Probate Practice
December 1, 2011 — Newark, New Jersey
Presented by: Rutgers Institute for Professional Education

horz line

Tax Issues in Divorce and Separation and 2010 and 2011 Estates
November 21, 2011 — Saddle Brook, NJ
Presented by: Fox Rothschild's 34th Annual Tax and Financial Planning Seminar Series

horz line

Estate Planning After the Tax Relief of 2010
November 10, 2011 — Lawrenceville, NJ
Presented by: Fox Rothschild: CPEs for CPA's

horz line

New York University School of Continuing and Professional Studies 70th Institute on Federal Taxation
October 26 and November 16
Presented by: New York University School of Continuing and Professional Studies 70th Institute on Federal Taxation

horz line

Income and Estate Tax Issues Involved In Matrimonial Matters
October 17, 2011 — Saddle Brook, NJ
Presented by: Fox Rothschild's 34th Annual Tax and Financial Planning Seminar Series

horz line

Greater Philadelphia Financial Services Super Day
October 5, 2011 — Plymouth Meeting, Pennsylvania
Presented by: Greater Philadelphia Financial Services Super Day

horz line

International Joint Ventures & Other Outbound Strategies: Fall International Tax Update
September 27, 2011
Presented by: ALI-ABA Fall International Tax Update

horz line

Working With Legislative Changes for Gift, Estate, Generation Skipping and Income Tax Planning
September 19, 2011 — Saddle Brook, NJ
Presented by: Fox Rothschild's 34th Annual Tax and Financial Planning Seminar Series

horz line

How Much Does Your Retirement Plan Really Cost?
June 14, 2011 — New York, NY
Presented by: Fox Rothschild LLP

horz line

The 2010 Tax Relief Act: Estate Planning Considerations for 2011 and Beyond
July 6, 2011
Presented by: Knowledge Congress Live Webcast

horz line

Reasonable Cause
March 24, 2011 — Philadelphia, PA
Presented by: Philadelphia Bar Institute: Tax Return Preparer and PTIN Rules

horz line

Estate Tax Planning
March 18, 2011
Presented by: Pittsburgh Ophthalmology Society

horz line

Estate Tax Legislative Update
Tuesday, March 15, 2011 — Doylestown, PA
Presented by: Bucks County Estate Planning Council

horz line

Reasonable Cause
March 14, 2011
Presented by: ALI ABA: Federal Income Tax Compliance - Important Developments

horz line

The Tax Relief Act of 2010: Impact on Estate Planning Strategies
February 24, 2011 — Roseland, NJ
Presented by: Fox Rothschild LLP

horz line

The Tax Relief Act of 2010: Impact on Estate Planning Strategies
February 23, 2011 — Saddle Brook, NJ
Presented by: Fox Rothschild LLP

horz line

The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010, Estate and Gift Tax Planning and the Probate Process
February 15, 2011 — Morganville, NJ
Presented by: First Choice Bank

horz line

33rd Annual Tax and Financial Planning Seminar Series
January 24, 2011 — Saddle Brook, NJ
Presented by: Fox Rothschild LLP

horz line

Making TIF Work - The USA Experience
January 18, 2011 — Westminster, London
Presented by: The Waterfront Conference Company: Tax Increment Financing - The New Solution to Infrastructure Funding?

horz line

33rd Annual Tax and Financial Planning Seminar Series
December 20, 2010 — Saddle Brook, NJ
Presented by: Fox Rothschild LLP

horz line

U.S. Taxation of Foreigners Investing in U.S. Real Estate
December 19, 2010 — Tel-Aviv, Israel
Presented by: The Israel-America Chamber of Commerce: Commercial Real Estate in the United States - Yes, No and How

horz line

Closely-Held Businesses: Tax Planning With Qualified Subchapter S Subsidiaries and Single Member Limited Liability Companies
October 18 and November 15, 2010
Presented by: New York University School Of Continuing And Professional Studies: 69th Institute On Federal Taxation

horz line

Pennsylvania Sales/Use Tax Implications of Doing Business "in" or "with" the Construction Industry
October 14, 2010 — Lafayette Hill, PA
Presented by: Fox Rothschild LLP: CPEs for CPAs - Fall 2010

horz line

Organization, Operation and Possible Liquidation of Family Limited Partnerships
October 6, 2010
Presented by: Knowledge Congress

horz line

Planning for Our Future...Today - Advance Directives, Guardianship, Trusts for Estate Planning, Probate and Administration Proceedings
Thursday, September 16, 2010 — New York, NY
Presented by: The Japanese American Association of New York, Inc.

horz line

Offshore Tax Evasion & Bank Secrecy Update
Monday, September 13, 2010
Presented by: ALI-ABA

horz line

New York University Summer Institute on Taxation: Institute on Federal Wealth Taxation
July 22-23, 2010
Presented by: New York University

horz line

Estate Tax Repeal: The Impact on Estate & Small Business Planning
Monday, April 19, 2010 — New York, NY
Presented by: ALI-ABA

horz line

2010 Is the Year of Opportunity
Thursday, April 8, 2010 — Las Vegas, NV
Presented by: Bank of America Merrill Lynch and TMC Development

horz line

Estate Planning Aspects of IRA's
March 23, 2010  — Greensburg, PA
Presented by: Westmoreland Bar Association

horz line

Estate Tax Repeal: Congress' New Year's Surprise and Planning With Family Limited Partnerships In Light of Tax Uncertainty
February 2, 2010 — Philadelphia, PA
Presented by: Fox Rothschild

horz line

Safeguarding Your Wealth: A Guide for Pennsylvania Doctors on Protecting Your Assets from Malpractice Claims
Wednesday, December 2, 2009 — Webinar,

horz line

A View From The IRS: What CPAs Need To Know About IRS Criminal and Civil Initiatives That Impact Their Practice
Thursday, October 29, 2009 — Lafayette Hill, PA

horz line

Offshore and International Tax Evasion: What is Going on in Washington and How it Impacts Business and Legal Professionals
Monday, October 26, 2009 — Philadelphia, PA

horz line

A View From The IRS: What CPAs Need To Know About IRS Criminal and Civil Initiatives That Impact Their Practice
Wednesday, October 14, 2009 — Lawrenceville, NJ

horz line

Survey of the Attorney-Client Privilege and Work Product Doctrine in Tax Controversies and Litigation
May 2009 — Washington, D.C.
Presented by: ABA Tax Section’s Committee on Standards of Tax Practice

horz line

A Medley of Topics of Current Interest to Estate Planners, Fiduciaries, and Tax Professionals
April 28, 2009 — Doylestown, PA
Presented by: Annual Joint Meeting of the Bucks County Estate Planning Council and Montgomery County Estate Planning Council

horz line

 

Resources

Taxation and Wealth Planning Practice Resources

Dow Jones Interactive - http://www.dowjones.com/
FINdex: index to online financial resources - http://www.findex.com/
GuideStar: information service of Philanthropic Research Inc.--objective information for donors - http://www.guidestar.org/
Internet Nonprofit Center - http://www.nonprofits.org/
Morgan Stanley Group - leading provider of stock index data - http://www.ms.com/
StockPoint - investing information - http://www.irnet.com/

 

 

Attorney Advertising | © 2013 Fox Rothschild LLP, 2000 Market Street, Philadelphia, PA 19103

All content of this web site is the property and copyright of Fox Rothschild LLP and may not be reproduced in any format without prior express permission. Contact marketing@foxrothschild.com for more information or to seek permission to reproduce content.