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Key practice areas:

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• Corporate

• Estate planning

• Licensing

• Tax

 

Marty advises business owners and entrepreneurs on all aspects of starting and running a business, so that they can focus their energies on running their business.  Acting as a trusted advisor to clients, he provides counsel on a wide range of issues including:  choice of entity for conducting business, E-commerce issues, buy/sell agreements, partnership agreements, operating agreements, confidentiality agreements, lease and contract negotiations, and employee related issues.

 

Marty’s Masters in Tax Law means he has the expertise to identify and analyze tax issues and provide solutions with an eye toward tax minimization.  When tax questions arise, he represents clients in federal, state and city tax audits including tax inquiries regarding Report of Foreign Bank and Financial Accounts ("FBAR") compliance.

 

Another important part of his practice involves estate tax and planning matters including life-time gift giving, wills, living trusts, and life insurance trusts.  Marty's clients seek his assistance in post-mortem tax planning, preparation of fiduciary accountings, estate tax and estate income tax returns and estate tax return audits.

 

He represents clients in Surrogate’s Court with matters involving probate of wills and trusts and estates administration.

For clients interested in creating private foundations and not-for-profit organizations, Marty helps his clients obtain IRS tax-exempt status determination letters and provides counsel regarding the operation of the not-for-profit.

 

Professional Activities:

Adjunct assistant professor, Zicklin School of Business at Baruch College, real estate law, 2012- 
Adjunct lecturer, DeVry University, business law, 2000-2011
Member, American Bar Association, Section of Taxation
Member, New York State Bar Association, Section of Trust & Estate Law
Member, Association of the Bar of The City of New York, former Secretary of the Small Law Firm Committee

 

Bar Admissions:
New York State Bar
United States District Courts for the Southern and Eastern Districts of New York
United States Tax Court
United States Court of Federal Claims

 

Education:
Masters of Law in Taxation, New York University School of Law 
J.D., Emory University School of Law
B.B.A., Adelphi University

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