DAVID S NEUFELD

State Tax Residency: Do you have residences in more than one state (perhaps New Jersey and Florida) and need to be sure that you are paying taxes to the correct state. We can help you arrange your circumstances appropriately and represent you in any state tax audits or lawsuits that challenge your residency (for both income tax and estate tax)... Captive Insurance Companies: Are you among the small and mid-size companies throughout the country that have learned of the benefits of captive insurance companies? These privately owned P&C insurance companies are designed to control risk and deliver major reductions in insurance costs. When structured appropriately these also may have major tax benefits. Our experience with captive insurance companies goes back to the early 1980s... Pre-eminent tax lawyer; expert witness for 419 Plans, 412i Plans, captive insurance companies, premium financing. Specializing in IRS Notice 2016-66 and 831(b) filings.