856.795.6026
  807 Haddon Avenue,
Haddonfield, NJ 08033
Phone: 856-795-6026
Fax: 856.795.4911
 

In This Section:

 

 

Search Our Site:


From Our Newsletters:

Courts Allow Reallocation of Gifted Shares

November 2011 | Issue 55 Introduction The U.S. Court of Appeals for the Ninth Circuit, in Petter v. Commissioner, 653 F. 3d 1012, (8/4/11), found for the taxpayer in a case involving the use of a “formula clause” to reallocate gifts of property to heirs and charity. > The Plan Anne Petter lived in Washington [...] More...

Book Value was 2% of Fair Market Value in NJ Buyout Case

November 2011 | Issue 55 In Estate of Cohen v. Booth Computers (421 N.J. Super. 134, 22A. 3d 991, July 13, 2011), the question addressed was whether a family partnership agreement that provides for a buyout based on net book value may be enforced when the disparity between book value and fair market value is [...] More...

Estate Tax Underpayment Penalty Waived in Giustina Case

September 2011 | Issue 54 Introduction Estate of Giustina v. Commissioner, T. C. Memo. 2011-141 (June 22, 2011), is a US Tax Court case involving the value, for estate tax purposes, of a 41.128 % limited partner interest in Giustina Land & Timber Co. LP (“GLT”) owned by Natale Guistina at his death on August [...] More...

Join Our Mailing List...

View our Library...

 

 
 

Clients

PARTIAL LIST OF CLIENTS

The following are among the firms that have referred or retained us to serve their clients.

LAW FIRMS

Archer & Greiner, P.C.
Ballard Spahr LLP
Blank Rome LLP
Capehart Scatchard
Cooley LLP
Cozen O’Connor
Dechert LLP
Dickstein Shapiro LLP
Dilworth Paxson LLP
Duane Morris LLP
Earp Cohn P.C.
Eckert Seamans
Flaster/Greenberg
Goodwin Procter LLP
Greenberg Traurig LLP
Hangley Aronchick Segal & Pudlin
Klehr Harrison Harvey Branzburg LLP
Kulzer & DiPadova, PA
Langer, Grogan & Diver P.C.
McCarter & English, LLP
Montgomery, McCracken, Walker & Rhoads, LLP
Morgan, Lewis & Bockius LLP
Morris James LLP
Morris, Nichols, Arsht & Tunnell LLP
Obermayer Rebmann Maxwell & Hippel, LLP
Parker McCay PA
Pepper Hamilton LLP
Potter Anderson & Corroon LLP
Richards, Layton & Finger
Saul Ewing LLP
Schnader Harrison Segal & Lewis LLP
Smith Katzenstein & Jenkins LLP
White and Williams LLP
Young Conaway Stargatt & Taylor, LLP

ACCOUNTING FIRMS

Alloy, Silverstein, Shapiro, Adams, Mulford, Cicalese, Wilson & Co.
Bowman & Company LLP
EisnerAmper LLP
J. H. Cohn LLP
Crowe Horwath LLP
Deloitte
Ernst & Young
Fesnak and Associates LLP
Horty & Horty, P.A.
Isdaner & Company LLC
KPMG LLP
McGladrey LLP
Nihill & Riedley, P.C.
Parente Beard LLC
PricewaterhouseCoopers LLP
Voynow, Bayard and Company

INVESTORS AND FINANCIAL INTERMEDIARIES

Allen & Company LLC
Boenning & Scattergood, Inc.
Brandywine Trust Company
Glenmede Trust Company
Goldman Sachs
Janney Montgomery Scott LLC
Lubert-Adler
Meridian Venture Partners
Milestone Partners
New Venture Partners
PNC Financial Services Group, Inc.
Pitcairn Financial Group
Safeguard Scientifics, Inc.
SEI
Shipley Raidy Capital Partners, LP
UBS AG

GOVERNMENT

Internal Revenue Service
U.S. Department of Justice
U.S. Department of Labor