Milan 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.