Practice Area: Tax
Date: Apr 02, 2013
Outcome: Home buyer credit reinstated.
Description: Client was spot-audited and denied the 2008 First Time Home Buyer Tax Credit, despite ample proof... more
Practice Area: Tax
Date: Dec 11, 2012
Outcome: Client paid $3,000 to settle $322,000 debt.
Description: A now bankrupt business had a judgment against the former principal for $322,000. The judgment... more
Practice Area: Probate
Date: Dec 05, 2012
Outcome: Co-Executor removed and client named sole executor.
Description: I was hired by a client who was the named co-executor of her friends estate. Another friend was... more
Practice Area: Tax
Date: Dec 01, 2012
Outcome: Reduction in tax liability of $12,000
Description: A self-employed taxpayer who ran a recruiting/consulting business was audited for two tax years by... more
Practice Area: Estate Planning
Date: Oct 04, 2012
Outcome: NJ Estate tax exposure reduced by 10s of thousands of dollars
Description: A single father who's wife died in childbirth approached me for estate planning needs. He and his... more
Practice Area: Estate Planning
Date: Dec 15, 2011
Outcome: Happy Client with Updated Estate Plan
Description: Frantic mother was extremely upset that her adult son had become seriously addicted to drugs.... more
Practice Area: Tax
Date: Aug 01, 2011
Outcome: Client Paid about 5% of what he owed.
Description: Former business partner was a victim of fraud. All the main witnesses or participants to the fraud... more