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Calculator And Pen

Tax Matters

Team Leader: John M. Loalbo

Our entrepreneurial interests and activities give clients the advantage of tax advice from lawyers who have done it for their own business interests. 

We help you put the tax laws to work for you in sophisticated corporate, real estate and financial transactions. Whether simply to maximize benefit (or minimize burden), or to structure transactions that are tax-driven from the start, we will help you find the right solution to meet your objectives.

Our firm addresses all areas of State and Federal tax disputes with the Internal Revenue Service, the New Jersey Division of Taxation and the New York Division of Taxation and Finance, including Administration, appeals and litigation in the U.S. Tax Count, U.S. District Court, the U.S. Court of claims and the New Jersey Tax Court.

We provide cost effective services for new and existing charitable, religious and educational Tax Exempt Organizations. We offer a full range of legal services tailored to the unique needs of not-for-profit organizations.​ Our clients include public and private charities, foundations, health care organizations and hospitals, trade associations, private colleges and political organizations, as well as other types of organizations devoted to education, health, science, the arts, religion and other community and cultural areas.

A substantial portion of our personal income tax planning is done for high net worth individuals and closely held business owners, and frequently involves a combination of estate and income tax planning, and business planning.


We focus on minimizing estate and income taxes to keep family
property and business intact to the fullest extent possible. Our attorneys are well acquainted with the entire array of available estate and income tax planning techniques, and have applied those techniques in a wide variety of situations that have resulted in substantial tax benefit to our clients.

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