Annual Tax Seminar (E1611819)

Richard Miller, counsel to the firm, is designated as a “Certified Elder Law Attorney” by the National Elder Law Foundation, an organization accredited by the American Bar Association. Mr. Miller concentrates his practice in Elder Law, Guardianships, Planning for Individuals with Special Needs, Estate Planning, Asset Protection, Estate Administration, and Probate Litigation. He also provides fiduciary services, and serves as Executor and Administrator in complex estate matters. Mr. Miller also serves as guardian for disabled individuals, and Trustee for Supplemental Needs Trusts. He is a member of the New Jersey and New York Bar. He is also co-chairperson of the Passaic County Bar Association Elder Law Section, and a member of the New Jersey Bar Association’s Elder Law Section, Real Property, Probate and Trust, American Bar Association, National Academy of Elder Law Attorneys, and the New Jersey Section of the National Academy of Elder Law Attorneys. Mr. Miller is also Past-President and a trustee of the Passaic County Bar Association, and is also a Court-Approved Mediator. Mr. Miller received his undergraduate degree from Rutgers College in New Brunswick, and his law degree from Rutgers Law School in Newark. He is also admitted to practice before the United States Tax Court. He is a frequent lecturer on elder law, government benefit planning, and guardianships before professional, community and financial groups.

Michael Schlesinger is a partner at Schlesinger & Sussman. Michael has over forty years of experience in various aspects of law, including taxation (his major interest), litigation, business planning, corporations, limited liability companies, and partnerships. Mr. Schlesinger has written over fifty five articles on taxation in various national publications. He's also been quoted a number of times in The New York Times , Federal Tax Weekly, Fortune Small Business and Smart Money.

Mr. Schlesinger earned a B.A. from Antioch College, a J.D. from Toledo University College of Law and an LL.M. in Taxation from NYU School of Law.

Alan L. Sussman, J.D., LL.M., is a partner in the law firm of Schlesinger & Sussman in Clifton, New Jersey and New York. He is a tax attorney who concentrates in federal and state taxation, corporate law, trusts, income and estate planning and estate administration. He is a member of the Tax Sections of the New Jersey State and American Bar Associations. He has lectured on estate and tax law to the Practising Law Institute, the New Jersey Institute for Continuing Legal Education (I.C.L.E.), the New Jersey Society of Certified Public Accountants, the New Jersey Public Accounting Association, the Passaic County CPA Society, the New Jersey State Bar Association as well as other business and professional groups. He has authored articles which have appeared in TAXES as well as in New Jersey ICLE publications. Mr. Sussman received his undergraduate degree from George Washington University and his J.D. from Hofstra University School of Law. He has an L.L.M. in Taxation from New York University Graduate School of Law.

Geoffrey Weinstein, special counsel in the Tax, Trusts & Estates Department, counsels those with business and personal interests in the greater New York City metropolitan area and South Florida. He is known as a creative advisor and problem-solver who assists in developing tax planning strategies that preserve wealth and a dedicated advocate who resolves tax controversies. Geoff advises on estate planning that involves wills, trusts, powers of attorney and healthcare directives. Following a death, he advises on estate administration and probate litigation. For businesses and individuals, he advises on taxation of executive compensation, including stock option incentives and nonqualified deferred compensation arrangements. He also reviews executive employment and severance agreements for Section 409A compliance. When tax controversies arise, Geoff represents taxpayers before federal, state and local tax authorities at all stages of the administrative process, from audit through administrative appeal. He has discretely handled numerous high-net worth residency cases in New Jersey and New York, consistently netting favorable results through confidential closing agreements that avoid the publicity of litigation. In addition, Geoff works closely with other members of the Cole Schotz team to resolve sales and use and corporate business tax audits with state tax authorities. In cases where taxpayers neglected to file tax or information returns, or have compliance issues involving offshore bank accounts and other assets, Geoff has achieved positive results through participation in federal and state voluntary disclosure programs and procedures. Geoff also represents taxpayers in sensitive “egg shell” tax audits that include exposure to possible criminal charges and/or civil fraud penalties. He has represented U.S. and non-U.S. resident taxpayers from around the world, including Europe, the Middle East, Asia, and India. For those matters that require litigation, Geoff has prosecuted many cases to successful conclusion. Geoff is a frequent lecturer on handling tax controversies at the federal and state level and advising on state tax updates. He is licensed to practice law in New Jersey, New York, and Florida, and has specific admittance to the United States Tax Court and the Southern District Court of New York.