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  • Dec 07, 2016Victor S. Elgort Speaks On LLC Operating Agreements

    Victor S. Elgort, a Senior Member of the Bridgewater-based law firm Norris McLaughlin, P.A., will speak at “LLC Operating Agreements,” a one-day course presented by the National Business Institute on Monday, December 19, from 9:00 a.m. to 4:30 p.m. at the Courtyard by Marriott in Princeton.

    Elgort will speak on “Tax Mistakes Made in Distribution, Allocation and Entity Selection” and “Transfer Restriction Issues, Right of First Refusal, Impasse (Put/Call), Capital Call and Dissolution Provisions.”  For more information or to register, visit the NBI website.

    Elgort is Chair of the firm’s Tax Group. His practice concentrates on business law and tax planning, including the structuring of partnerships and joint ventures, tax-saving real estate and business exit strategies, executive compensation, and domestic and international estate planning matters.

    Elgort organized and created the first limited liability company in New Jersey.  He has authored the standard form operating agreements and other documents for limited liability companies published by Julius Blumberg, Inc., including both the forms for use in New Jersey and the generic forms offered nationwide for limited liability companies.

    In addition, Elgort is a Fellow of the American College of Trust and Estate Counsel.  He frequently lectures at tax planning courses, including continuing education seminars. He has authored extensive material published by the National Business Institute, Lorman Education Services, Professional Education Seminars, and other national seminar companies, including “Partnerships, LLCs and LLPs: Organization and Operation,” “Asset Protection Planning in New Jersey,” “Limited Liability Companies in New Jersey,” “Transferring Business Wealth,” “Administration of the Estate in New Jersey,” “Planning Opportunities with Living Trusts in New Jersey,” “New Jersey Probate: Beyond the Basics,” “A Practical Guide to Estate Administration in New Jersey,” and “Family Limited Partnerships and Limited Liability Companies in New Jersey.”

    Elgort received his undergraduate degree with honors from Rutgers University, his J.D. with honors from Cornell University, and his LL.M. in Taxation from New York University. Elgort is included in the Trusts and Estates section of The Best Lawyers in America and has been named by his peers as a New Jersey Super Lawyer in the Tax section.

    Posted in: News, Taxation, Victor S. Elgort | Tags: , , , , , , ,

  • Nov 22, 2016Milan D. Slak to Present CPA Class

    Milan D. Slak, a Member of the law firm Norris McLaughlin, P.A., will present a one hour continuing education class on self-employment tax and LLC operating agreement provisions for the CPAs at Buckno, Lisicky & Company.  The class will be held on Tuesday, December 6.

    A resident of Allentown, Slak focuses on all areas of taxation, business law, and estate and succession planning.  As a licensed CPA, he handles corporate, partnership, and individual taxation matters, and addresses tax issues and resolves tax disputes with the Internal Revenue Service and state governmental taxing authorities.  He works closely with clients to design and advise on a variety of tax planning initiatives and transactions involving federal and state tax law; mergers and acquisitions; capital investment; corporate, limited liability company, and partnership structuring; operation, reorganization, and termination; the use and taxation of trusts; and estate and succession planning for owners of closely held businesses.

    Additionally, Slak assists in the formation and organization of business entities, including corporations, S corporations, C corporations, limited liability companies, and partnerships.  He works with clients to properly structure the governing documents for these entities and to minimize income, net investment income, and self-employment taxes.  Slak also works with clients to design and implement estate, succession, and gifting strategies to achieve personal goals and minimize taxes.

    Over the past 10 years, Slak has been a speaker at local and national conferences on topics including choice of entity, capitalization structure, tax provisions of the healthcare act, the net investment income tax, and the taxation of S corporations, limited liability companies, and partnerships.

    Slak also works with franchise owners on business, personal, succession, estate, gift, and tax minimization strategies.  He focuses on achieving client goals in a tax efficient manner.

    Slak earned his LL.M. in Taxation in 2001 and J.D. in 1995 from Villanova University School of Law, and his B.B.A. in Accounting in 1991 from the University of Toledo.

    Posted in: Milan D. Slak, News, Taxation | Tags: , , , ,

  • Nov 22, 2016Milan D. Slak Guest Speaker in October

    Milan D. Slak, a Member of the law firm Norris McLaughlin, P.A., presented a Lehigh Valley Institute for Learning in Retirement course on October 25.  The course, entitled “Headline News: The ILR Investor’s Guide to What Matters Most,” was on the topic of estate planning.

    On October 27, he presented a two hour continuing education class on tax-free corporate reorganizations for Buckno, Lisicky & Company, Certified Public Accountants.

    A resident of Allentown, Slak focuses on all areas of taxation, business law, and estate and succession planning.  As a licensed CPA, he handles corporate, partnership, and individual taxation matters, and addresses tax issues and resolves tax disputes with the Internal Revenue Service and state governmental taxing authorities.  He works closely with clients to design and advise on a variety of tax planning initiatives and transactions involving federal and state tax law; mergers and acquisitions; capital investment; corporate, limited liability company, and partnership structuring; operation, reorganization, and termination; the use and taxation of trusts; and estate and succession planning for owners of closely held businesses.

    Additionally, Slak assists in the formation and organization of business entities, including corporations, S corporations, C corporations, limited liability companies, and partnerships.  He works with clients to properly structure the governing documents for these entities and to minimize income, net investment income, and self-employment taxes.  Slak also works with clients to design and implement estate, succession, and gifting strategies to achieve personal goals and minimize taxes.

    Over the past 10 years, Slak has been a speaker at local and national conferences on topics including choice of entity, capitalization structure, tax provisions of the healthcare act, the net investment income tax, and the taxation of S corporations, limited liability companies, and partnerships.

    Slak also works with franchise owners on business, personal, succession, estate, gift, and tax minimization strategies.  He focuses on achieving client goals in a tax efficient manner.

    Slak earned his LL.M. in Taxation in 2001 and J.D. in 1995 from Villanova University School of Law, and his B.B.A. in Accounting in 1991 from the University of Toledo.

    Posted in: Milan D. Slak, News, Taxation | Tags: , , , , ,

  • Jan 21, 2016Jill Lebowitz to speak at “Hot Tips in Taxation” Seminar

    Bridgewater, NJ  – Jill Lebowitz, a Member of the Bridgewater-based law firm Norris McLaughlin, P.A., will speak at “Hot Tips in Taxation 2016” on Monday, January 25, from 4-8 pm at the New Jersey Law Center.  The New Jersey Institute for Continuing Legal Education is presenting the seminar in cooperation with the New Jersey State Bar Association’s Taxation Section.  Bramwit will present “Eduardo Saverin and Other Savvy People: Giving Up U.S. Citizenship and the Exit Tax,” and Lebowitz will present “The PATH to a Permanent IRA Charitable Rollover.”

    This essential update features a panel with 14 of New Jersey’s most experienced tax practitioners delivering hot tips designed to help attorneys better serve their clients. Topics include Estate Planning, Estate and Gift Tax; Corporate Tax Strategies; Flow-Thru Entities; Compliance; Trust and Estate Income Taxation; State Taxation; Individual Income Tax; Foreign Tax Issues; and Procedural Issues. To register, please visit the NJICLE website or call 732-214-8500.

    Lebowitz devotes her practice to estate planning, trust and estate administration, and counseling tax-exempt organizations.  She regularly advises tax exempt organizations regarding federal tax exemption issues, state charitable registration filings, and governance issues.  She is also experienced in drafting estate planning instruments and counseling individuals and families regarding estate, gift and generation-skipping transfer tax issues, and the development of both simple and complex estate plans.  In addition, she handles all aspects of trust and estate administration, as well as fiduciary litigation.  Lebowitz is Vice Chair of the New Jersey State Bar Association’s Real Property, Trust and Estate Law Section, and a member of the Elder and Disability Law Section.  She is also Vice President and a Trustee of the Greater Middlesex/Somerset Estate Planning Council, and a member of the Newark Museum Business and Community Council.   Lebowitz earned her LL.M. in Taxation from New York University School of Law, her J.D. from Rutgers University School of Law—Newark, and her B.A. from New York University.

     

    Posted in: Jill Lebowitz, News, Taxation |

  • Dec 14, 2015Norris McLaughlin, P.A. Welcomes New Tax and Business Law Member

    The Pennsylvania office of Norris McLaughlin, P.A., welcomes new Member Milan D. Slak to its Taxation, Business Law, Franchise Law and Estate Planning and Administration Groups.

    “We are very excited to have Milan join the firm.  His wealth of experience from working in accounting firms for the last decade, and his knowledge, not only as a lawyer, but as a recently practicing CPA, further enhances the services we can offer our clients,” said Dolores Laputka, a Member of the firm and Chair of the Pennsylvania office Business Law Group.

    “After careful consideration, I decided to leave Concannon, Miller & Co., P.C., a premier CPA firm, to transition my experience to focus directly on the legal aspects of taxation, business law, and estate planning and administration at Norris, McLaughlin & Marcus, P.A.,” Slak said.

    Slak, a resident of Allentown, focuses his practice on all areas of taxation, business law, and estate and succession planning.  He handles corporate, partnership, and individual taxation matters, as well as addressing tax issues and resolving tax disputes with the Internal Revenue Service and state governmental taxing authorities.  Slak frequently lectures at local and national conferences on topics ranging from tax provisions of the healthcare act to the net investment income tax.  He works with franchise owners on a wide variety of business, personal, succession, estate, gift, and tax minimization strategies.

    Slak earned his LL.M. in Taxation in 2001 and J.D. in 1995 from Villanova University School of Law, and his B.B.A. in Accounting in 1991 from the University of Toledo.

    Posted in: Business Law, Milan D. Slak, News, Taxation |

  • Jan 13, 2015Lebowitz to speak at “Hot Tips in Taxation” Seminar

    Bridgewater, NJ (January 13, 2015) – Jill Lebowitz, a Member of the Bridgewater-based law firm Norris McLaughlin, P.A., will speak at “Hot Tips in Taxation 2015” on Thursday, January 29, from 4-9 pm at the New Jersey Law Center.  The New Jersey Institute for Continuing Legal Education is presenting the seminar in cooperation with the New Jersey State Bar Association’s Taxation Section.  Lebowitz will present “Tips For Using the New Form 1023-EZ, Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code.”

    This essential update features a panel with 16 of New Jersey’s most experienced tax practitioners delivering hot tips designed to help attorneys better serve their clients. Topics include Estate Planning, Estate and Gift Tax; Corporate Tax Strategies; Flow-Thru Entities; Compliance; Trust and Estate Income Taxation; State Taxation; Individual Income Tax; Foreign Tax Issues; and Procedural Issues. To register, please visit the NJICLE website or call 732-214-8500.

    Lebowitz devotes her practice to estate planning, trusts and estates administration, and counseling tax-exempt organizations. On behalf of tax-exempt organizations, Lebowitz drafts non-profit corporation documents, and prepares federal applications for tax exempt status, state charitable registration filings, and state property and sales tax exemption applications. Jill has extensive experience advising individuals, family and corporate foundations, and tax exempt organizations on non-profit corporate goverance, private foundation excise taxes, domestic and international grant-making, executive compensation, excess benefit rules and intermediate sanctions, unrelated business income, scholarship programs, and fundraising issues. Lebowitz is Vice President of the Greater Middlesex/Somerset Estate Planning Council and the Trust & Estate Legislative Liaison for the New Jersey State Bar Association’s Real Property, Trust and Estate Law Section.  She is a member of the Newark Museum Business and Community Council. Lebowitz earned her LL.M. in Taxation from New York University School of Law, her J.D. from Rutgers University School of Law—Newark and her B.A. from New York University.

    Posted in: Jill Lebowitz, News, Taxation |

  • Jun 10, 2011Tallman, Hudders & Sorrentino Attorneys to Speak at Lehigh Valley Forum on Fund Raising & Philanthropy

    June 10, 2011

    Norris McLaughlin, P.A.
    721 Route 202-206
    P.O. Box 5933
    Bridgewater, NJ 08807-5933
    Contact: Edward C. Miller, Jr.
    Chief Marketing Officer
    (908) 722-0700 x4224
    ecmillerjr@nmmlaw.com


    Tallman, Hudders & Sorrentino Attorney to Speak at Lehigh Valley Forum on Fund Raising & Philanthropy

    Allentown, PA (June 10, 2011) – Tax Attorney from Tallman, Hudders & Sorrentino, the Pennsylvania office of Norris McLaughlin, P.A., will present a session at the 2011 Lehigh Valley Forum on Fund Raising & Philanthropy hosted by the Association of Fundraising Professionals on June 16, 2011, at DeSales University in Center Valley, Pennsylvania. Dolores A. Laputka, who is being recognized as the Keynote Speaker will present Unique Gifting Opportunities: Knowing When and How to Strongly Recommend and Push, where they will discuss the opportunities, strategies, and best practices for acceptance of unique gifts such as art work, real estate, boats, and ownership interests in businesses. For more information and to register for the event, visit http://afpeasternpa.afpnet.org.

    “I will identify opportunities for cultivation, possible gifting of unique items, as well as review when and how to present specific suggestions based on unusual facts,” explained Laputka.

    The Association of Fundraising Professionals (AFP) represents nearly 30,000 members in more than 213 chapters throughout the world, working to advance philanthropy through education, training, mentoring, research, credentialing, and advocacy. The association fosters the development and growth of fundraising professionals and promotes high ethical standards in the fundraising profession.

    Laputka, a resident of Bethlehem, focuses her practice primarily on tax-related matters whether connected to a family’s closely held business or estate planning for one of the principals. Dolores is also a Certified Public Accountant which allows her the ability to handle complex business and tax-related matters for corporations, limited liability companies, partnerships, as well as succession planning, and financial and estate planning for families and executives at all levels. She also enjoys and devotes a significant portion of her practice on tax issues for not-for-profit organizations including charitable giving techniques maximizing the income and death tax benefits. She has handled multi-dimensional transactions, including tax efficient methodology for buying and selling of family businesses, inter-relation of succession planning and estate planning for closely held businesses, corporate restructuring, mergers and acquisitions, real estate transactions, management of privacy issues surrounding significant lottery winnings, and more.

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    Posted in: Dolores A. Laputka, News, Taxation |

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