Top Tax Lawyers Near Me in Bethesda Area

Since 1982, Julian H. Spirer has been meeting the diverse legal needs of a general business, trade association, and nonprofit clientele. He provides counseling on the wide array of issues of concern to business and tax-exempt organizations, including contracts, intellectual property, employment, and regulatory compliance. He is a member of the DC, MD, NY, and Supreme Court bars.. Mr. Spirer recently represented a former Prime Minister of Somalia in a case before the U.S. Supreme Court challenging the immunity from civil liability in U.S. Courts of former foreign government officials. Mr. Spirer defended the client’s position in a story on the national television show “20/20.”. Mr. Spirer has lectured at Georgetown University Law School, American University, and the New School for Social Research, and has written extensively, on business and nonprofit law issues. He regularly instructs DC lawyers in helping clients apply for nonprofit status. For several years, he authored a nonprofit law column for the magazine Who Cares?. Following graduation summa cum laude from Princeton University and with honors from Harvard Law School, Mr. Spirer spent three years as a corporate attorney with the New York firm of Paul, Weiss, Rifkind, Wharton & Garrison. Before resuming private practice, he worked as staff director to Congressman Benjamin Rosenthal (D-NY) and then as Director of Federal Affairs for the City of New York under Mayor Ed Koch during the City's financial crisis.. Mr. Spirer's community activities have included serving as President of the Barney Neighborhood House, the oldest settlement house in the District of Columbia, as Chair of the National Governing Council of the American Jewish Congress, and as chairman and treasurer of several local political campaigns. He is currently a member of the Maryland Governor's Commission on Middle Eastern American Affairs.

Marc Feinberg concentrates in estate planning, probate and estate administration. He is a Fellow of the American College of Trust and Estate Counsel and was featured in Washingtonian Magazine’s Top Estate Planners, as well as The Best Lawyers in America, Trusts and Estates, and Super Lawyers.Mr. Feinberg has been active in legal education and public speaking throughout his career in the areas of taxation, estate planning and retirement planning. He taught Estate and Gift Taxation at the Georgetown University Law Center for four years and has lectured widely to practicing lawyers, including American Law Institute-American Bar Association (ALI-ABA) courses, law school symposia, Bureau of National Affairs conferences, annual Tax Section meetings of the American Bar Association, Maryland State Bar Association meetings, and Maryland Institute for Continuing Professional Education for Lawyers (MICPEL) classes.Prior to entering private practice, Mr. Feinberg worked in the Estate and Gift Tax Division of the national office of the IRS for six years, where he authored IRS Publication 904 on Interrelated Computations for Estate and Gift Taxes. Mr. Feinberg received his B.A. in political science from Bucknell University in 1971; his J.D., with honors, from the George Washington University in 1974; and his LL.M. in taxation from the Georgetown University Law Center in 1980. He is admitted to practice law in Maryland and the District of Columbia.

Licensed Certified Public Accountant (CPA) since 1989 (inactive status)

Larry Stern has thirty years of experience in the areas of estate planning and estate administration, and corporate, business and tax matters.. Mr. Stern provides a broad range of estate planning and estate administration services to executives, business owners and other individuals. He helps them develop and implement estate plans that enable them to transfer their assets to future generations while minimizing estate taxes and other costs, helping maintain family relationships and protecting inherited assets from divorce and creditors. He also frequently serves as a Trustee or Personal Representative to help families manage their estates and avoid family disputes.. Mr. Stern also represents a variety of closely-held business entities, including many professional practices and technology companies. He advises them on issues ranging from determining the appropriate choice of entity to various contract and tax issues that arise, works with them on preparing shareholders and buy-sell agreements and employment agreements, and assists them in the sale process.. Mr. Stern received his B.A. in economics from Yeshiva University in 1982, cum laude, and his J.D., with honors, from Georgetown University Law Center in 1985. He is active in many non-profit organizations. Mr. Stern is admitted to practice law in Maryland.

Jim Peppe concentrates his practice in the areas of corporate law, commercial transactions, and estate planning and administration.In his corporate practice Mr. Peppe serves as outside general counsel to a wide range of companies and senior executives. Mr. Peppe's corporate representation includes drafting and reviewing all types of contracts, corporate governance, leasing, licensing, financing, and structuring and drafting complex limited liability company, partnership, and joint venture agreements.Mr. Peppe's transactional experience spans all aspects of business transactions including negotiating and drafting the letter of intent, reviewing and completing the due diligence process, negotiating and drafting the purchase agreement, and closing the transaction. He regularly advises and represents clients in mergers, acquisitions, sales, reorganizations, and recapitalizations.Mr. Peppe also provides a broad range of estate planning and estate administration services to executives, business owners and other individuals, helping them develop and implement estate plans that enable them to transfer their assets to future generations while minimizing estate taxes and other costs and helping maintain family relationships.Mr. Peppe is actively involved in the Maryland State Bar Association (MSBA). He currently serves on the Board of Governors of the MSBA and the Section Council of the Business Law Section. Previously Mr. Peppe was Chair of the Business Law Section's Committee on Unincorporated Business Associations (Limited Liability Companies and Partnerships). Under Mr. Peppe's leadership the Committee drafted and championed the 2011 and 2012 amendments to the Maryland Limited Liability Act. In addition, Mr. Peppe is a past Co-Chair of the Business Law Section of the Bar Association of Montgomery County.Mr. Peppe was recognized as a Rising Star in business and corporate law in the 2009, 2010 and 2012 editions of Maryland Super Lawyers magazine, a distinction that recognizes the top 2.5 percent of lawyers under the age of 40 or those in practice for 10 years or less.Mr. Peppe received his LL.M. from New York University in 2004; his J.D., cum laude, and his M.A. from the University of Michigan in 2000 and 1999, respectively; and his B.A., magna cum laude and Phi Beta Kappa, from Duke University in 1994. Prior to joining the firm he was with Squire, Sanders & Dempsey LLP. He is admitted to practice law in Maryland and the District of Columbia.

I've been involved with taxation for decades, and find tax law endlessly fascinating. Earlier in my career, I took every litigation clinic I could in law school, and began practice as a litigator.  Combined with my tax experience, I've helped with numerous tax controversies in my capacity as a lawyer, and as a Maryland state volunteer for the National Association of Tax professionals. I also prepare tax returns as part of my practice, and use the audit prevention technique I spoke about in my presentation for Maryland Volunteer Lawyers Service, "Audits of Individuals and Small Business", by including explanation and documentation to address concerns we anticipate the IRS may have. In other words, I answer questions before the IRS can ask them. It would be my privilege to assist you with your tax controversies and filings.. I take your issues personally. I listen to you, take the time to understand your goals, and work with you to achieve them. I ask for your honesty, and pledge, in turn, to bring my 36 years' experience to the issues you entrust to me, to keep you informed, respond to your communications, and deliver work in a timely manner.. I'm admitted in Maryland, D.C. and New York, U.S. Tax Court, and U.S. District Court for the District of Maryland. I'm proud of my pro bono service through Maryland Volunteer Lawyers Service.. Prior affiliations include BNA's Tax Management Portfolio's, H&R Block, Sachs & Taylor in D.C., Chrysler Capital Realty Inc. in Greenwich, Connecticut, and Epstein, Becker, Borsody & Green in New York City.. In my spare time, I sing with College Park Chorale in College Park, Maryland.

I have been representing individuals and business before the Internal Revenue Service and state taxing agencies for over 12 years.  I chose this practice of law because it is something that I enjoy doing and I enjoying helping my clients obtained results.

I graduated first in my class from law school and thereafter clerked for a federal judge, joined the Washington office of a prestigious New York law firm and then became a federal prosecutor in the District of Columbia where I tried numerous criminal cases.  Thereafter I became general counsel to a New York Stock Exchange REIT, where I worked for 14 years.  I returned to law school at night, studying to become an estate planner and opened my own practice in 1998. I am a solo practitioner and enjoy helping my clients with their estate planning needs, which include trust preparation and administration and some estate tax planning.

Frank Baldino is an estate planning attorney who co-chairs Lerch, Early & Brewer’s estate planning & probate group in Bethesda, Maryland. His focus is on protecting the assets his clients have accumulated and minimizing federal and state tax liability. These clients range from homeowners whose property has appreciated to people with significant investment, retirement, business, and real estate holdings.. Frank develops estate planning and tax strategies that allow his clients to protect their assets for their families and future generations. He often works closely with their accountants and financial planners to provide comprehensive planning advice. He listens carefully in order to understand the big picture, and strives to make them comfortable, even when discussing difficult topics. Washingtonian and Bethesda magazines have named Frank as a “Top Lawyer” for estates and trusts, and he is listed in the Best Lawyers in America directory.. One of Frank’s greatest strengths is his ability to explain complex concepts in an easy-to-understand way. His calm and friendly demeanor encourages clients to think about the sometimes challenging and emotional aspects of planning an estate – from making sure a spouse is provided for to deciding what happens to children in the event of a parent’s death. With precision and detail, he then prepares wills, trusts and probate documents that reflect each client’s desires.. In addition, Frank is experienced in the areas of charitable giving, estate planning for . citizens, tax planning with respect to retirement plans and stock options, business succession planning, and estate and trust administration. He is admitted to practice in Maryland, the District of Columbia, New Jersey, and New York, and is a member of the U.S. Tax Court.. A Hackensack, N.J., native, Frank received his Bachelor of Arts, with honors, from Muhlenberg College in Allentown, Pa. He received his Juris Doctor from the Seton Hall University School of Law and his Master of Laws (LL.M.) in Taxation from the New York University School of Law.. He is an active member of the Washington, D.C., Estate Planning Council and the Estates and Trusts Section of the Maryland State Bar Association. Frank co-authored the book Basic Estate Tax Planning, the Maryland State Bar Association's publication designed primarily as a reference for estate planning attorneys. He also co-authors articles on current trends in estate and tax law for the monthly publication Estate Planning Journal.. Outside work, Frank enjoys spending time with his wife and daughter and reading non-fiction like one of his recent favorites, Bill Bryson’s A Short History of Nearly Everything.

For over twenty years, Joe Leone has concentrated his practice in representing closely-held business entities such as partnerships, limited liability companies and corporations, from formation through sale or dissolution. Mr. Leone has handled a wide variety of legal issues and serves as an advisor and counselor to his clients on general corporate matters. In addition, Mr. Leone regularly renders advice about the appropriate choice of business entity and how new businesses should be capitalized.. Mr. Leone has extensive experience representing clients in a variety of business transactions, including mergers and acquisitions, joint ventures, strategic alliances, reorganizations, divestitures, and liquidations.. Mr. Leone provides legal services related to medical and dental practice transitions throughout the Washington, D.C. region. His clients in this area include physicians, podiatrists, dentists, and the business entities in which they practice, as well as ambulatory surgery centers. Mr. Leone handles all aspects of the medical and dental practice structure through and including the structuring, negotiating, documenting and implementing employee arrangements, partnership arrangements, acquisitions and sales. Mr. Leone heads the firm's medical and dental acquisition practice.. Mr. Leone also provides estate planning services to business owners and other individuals, helping them transfer their assets to future generations while minimizing transfer taxes.. Mr. Leone received his B.A. in economics from Brandeis University in 1983, cum laude; his J.D., with honors, from the George Washington University in 1986; and his LL.M. in taxation from the Georgetown University Law Center in 1993.. Mr. Leone is admitted to practice law in Maryland, the District of Columbia, Virginia and Florida. He is a member of the District of Columbia Bar, the Maryland State Bar Association and the American Bar Association.

Daniel Rosefelt has been a dual licensed attorney for over 25 years and a Certified Public Accountant for over 30 years. He is the principal of the tax and bankruptcy law firm of Daniel Rosefelt & Associates, LLC.  The firm represents individuals and businesses with serious tax and financial issues in the Wasington D.C. Metro area, in Florida, throughout the United States and internationally.  Mr. Rosefelt's practice focuses on representing individuals and small businesses with serious tax and financial problems such as un-filed tax returns, banruptcy, tax audits, criminal tax investigations, administrative appeals, tax court litigation, bankruptcy litigation, unpaid payroll taxes and resolution of large tax debts for high income indivudals through the offer in compromise program or by discharging tax in bankruptcy.  Mr. Rosefelt regularly appears before the United States Tax Court, the Bankruptcy Court and administratively before the Internal Revenue Service, the District of Columbia Office of Tax and Revenue, the Comptroller of Maryland and various state taxing authorities.  Mr. Rosefelt previously was an Adjunct Professor of Tax Law and Adjunct Professor of Legal Research and Writing at Stetson University College of Law, where he graduated with honors in 1991, was a Legal Research & Writing Teaching Fellow and published member of Law Review.  Before attending lawschool, Mr. Rosefelt worked in public accounting and private industry as an auditor and tax accountant.  Mr. Rosefelt graduated from the University of Wisconsin Madison in 1981 with a Bachelor of Business Administration in Accounting.  Mr. Rosefelt is currently the Secretary for the American Academy of Attorney-CPA's, Chairman of the National Education Comittee for the American Academy of Attorney-CPA's, and Vice Chair of the Tax Collection, Bankruptcy & Workouts Committee of the American Bar Association. Mr. Rosefelt is licensed to practice law in Maryland, Washington D.C., and Florida.  He is also a licensed Certified Public Accountant in Maryland and Florida.