U.S. District Court Southern District of New York, 2009
U.S. Court of Federal Claims, 2009
U.S. District Court Eastern District of New York, 2009
U.S. Court of Appeals 2nd Circuit, 2009
Supreme Court of New York, 2007
American Bar Association
New York State Bar Association
New York County Lawyers Association
Verdicts/Settlements (Case Results):
Represent a client in US Tax Court against a $661,617 assessment. Received a decision for $6,862. (Difference of $654,755), 2024
Negotiated a NYS tax liability from $4,293,689.01 to $0. , 2024
Negotiated an IRS Offer in Compromise: from $2.5M to $450,000. (difference of $2,050,000), 2024
Negotiated a NYC Hotel Tax Audit: from $719,823.55 to $258,700.72 (difference of $461,122.83), 2024
Negotiated a NYS Offer in Compromise: from $420,000 to $33,000 (difference of $387,000), 2024
Negotiated an IRS Offer in Compromise: from $2M to $699,000 (difference of $1.3M), 2024
Negotiated a NYC transfer tax deficiency protest from $176,900.79 to $0 (difference of $176,900.79), 2024
Negotiated a tax abatement from the IRS for a Client of $1,381,000. , 2023
Negotiated a Real Estate tax abatement for a Not-for-Profit of $70,000., 2023
Won a audit with potentially $2,000,000 in liabilities for a no change and $0 tax owed. , 2023
Was able to negotiate a audit finding of $150,000 less than the previous representative after client came to us mid-case to take over., 2023
Obtained a penalty abatement for a client of $107,000 after proving no-willfulness to the IRS. , 2023
Abated $2,477,420 in taxes at the IRS after obtaining an Offer-in-Compromise for $10,000. , 2023
Filed IRS Tax Offer-in-Compromise for Client reducing liability by $560,000., 2022
Negotiated penalty removal of $37,000 at the IRS., 2022
Represented a client at IRS and reduced tax liability by $663,264., 2022
Represented a client at the IRS and reduced his tax liability by $1,257,167., 2022
Represented a client who had an initial balance of $300,000 from an IRS audit. Filed for audit reconsideration and reduced liability to $0., 2022
Represented a client who had an initial balance of $104,013 from an IRS audit. Filed for audit reconsideration and reduced liability to $4,132., 2021
Filed NYS Tax Offer-in-Compromise for Client reducing liability by $1,879,934.40., 2021
Client had an initial assessment of $155,049 from an IRS Audit. Filed for Audit Reconsideration reducing liability to $20,152., 2021
Client had an initial liability of $143,777. Filed for an IRS offer-in-compromise and reduced liability to $33,000., 2021
Client had an initial assessment for $1,107,319.64 for an NYC Commercial Rent Tax Audit. Appealed assessment and abated liability in full., 2021
Client was audited by the IRS and assessed $125,918. Filed for audit reconsideration, reversed initial assessment in full and was able to get client a refund for $71.43., 2021
Represented a Client with a IRS liability of $391,094.73. His request was for help to get him into a payment plan. After a review of his file, we determined that he merely did not file the return for the years in question. We obtained the records and filed the returns. End result was a liability of $1,192.80 with all the penalties and interest included., 2020
Our client was audited for Commercial Rent Tax. Not knowing that this was a tax issue, he spoke to his real estate attorney. The real estate attorney called us after trying to deal with the audit himself and after receiving a $1,075,019 determination plus an additional audit for years that were outside of the current audit period. We reviewed the tax returns and each of the 14 leases. We were able to prove that while the parent entity paid millions of dollars in rent, no one single property was over the threshold for a Commercial Rent Tax liability. After proving that to the auditor, we were able to close out the open audit. However, as the initial audit was already closed, we had to go to a Conciliation Conference. At this point, with additional penalties and interest, the assessment was up to $1,107,320. After showing the Conciliator the same calculations. He closed the case with a no tax owed determination!, 2020
Our Client was audited for his company’s and his personal tax returns. The audit found that the company owed $163,683 and he personally owed $122,253. Totaling $285,936. We had to file in tax court for each. After months of negotiations and almost a full re-audit, we signed the decision documents this week! Result: Company owes $37,421 and the individual owes $13,803. Total owed $51,224, total savings $234,712., 2020
Represented a client before IRS appeals for an assessment of $944,808.42 for one tax year for which he was under audit. Final determination from IRS appeals was a total tax owed $1,968. However, since my client’s bank account was already levied to the tune of $4,600, he will actually be receiving a REFUND of $2,632., 2020
Transactions:
Negotiated a sale of a medical practice of approximately $2.1M., 2022
Repesented a client for the tax structuring of sale of property under IRC 1033 for $2,500,000., 2019
Represented a Client on the sale of a business for $12,000,000., 2019
Represented a $35,000,000 grossing Client on the restructuring of its business structure., 2018
Pro bono/Community Service:
Represented a not-for-profit at a bank who would not allow the NFP access to its own account until it proved its existence and acceptance by the IRS. , 2023
Honors/Awards:
Lawyer of Distinction, Lawyers of Distinction, 2023
Lawyers of Distinction, Lawyers of Distinction, 2024
Lawyer of Distinction, Lawyers of Distinction, 2022
Top 100 Tax Lawyers in the State of NY, Top 100 Tax Lawyers in the State of NY, American Society of Legal Advocates, 2019
The Tax Lawyers recommended adviser in New York for 2020. Each year just one tax lawyer per state is selected., The Tax Lawyers recommended adviser in New York, https://www.the-tax-lawyers.com/, 2020
Client Choice Award, Avvo.com, 2016
Top 40 Under 40 - 2015-2018, American Society of Legal Advocates, 2018
Top Attorney - 2015-2017, Who's Who Directory, 2017
Lead Counsel Rating - 2013-2018, Lead Counsel, 2018
Educational Background:
New York Law School, New York, New York, LL.M.
Fordham University School of Law
Brooklyn College, Brooklyn, NY, B.S. in Accounting