CHARITABLE FOUNDATIONS AND OTHER TAX EXEMPT ENTITIES

The firm has considerable experience in the organization, tax qualification, and operation and administration of various types of tax exempt organizations, including private foundations and charitable trusts.  The firm represents numerous tax exempt organizations in a wide variety of matters and is well versed in the many charitable planning techniques available to individuals with the use of tax exempt organizations.
 

ESTATE PLANNING AND ESTATE ADMINISTRATION

 While the formulation of an estate plan is often a confusing and difficult situation, our team of knowledgeable and experienced tax attorneys are there to assist the client in achieving their objectives.  In addition, the efficient administration of an estate can result in great administration and tax costs to an estate.  The firm's trust and estate attorneys have a great many years of experience in estate planning and estate administration.  They render legal advice and provide legal services in the following areas:

 1. Estate planning;
 2. Family asset protection;
 3. Family business succession planning;
 4. Revocable and irrevocable trusts;
 5. Charitable trusts and planning;
 6. Private foundations;
 7. Elder law planning;
 8. Estate administration and probate; and
 9. Probate and fiduciary litigation.

 Hartman & Winnicki, P.C. is one of the leading tax firms in Northern New Jersey.  Porter E. Hartman, Esq., the firm's senior partner and head of the tax law department, has been an authoritative figure in the field of tax law for over four decades.  All of the attorneys in the firm's tax department have received a Masters of Law degree in Taxation and are well versed in all areas of taxation.  The firm's tax department offers years of quality experience and expertise in tax and estate planning matters.  Much of the firm's representation of clients involves estate and income tax planning combined with business planning.  Its goal is to serve clients effectively with the use of innovative tax and business planning to accomplish client objectives.

 GENERAL BUSINESS TAXATION

The firm's tax attorneys work closely with other attorneys in the firm to provide tax planning and advice for our corporate, business, and e-commerce clients.  We assist our clients with the formation and organization of legal entities, mergers, acquisitions and other forms of reorganization, as well as succession planning for family businesses through limited liability companies, limited partnerships, and buy-sell agreements.  One of the most important aspects of the firm's business planning is the orderly succession of family owned businesses from one generation to another.

 TAX CONTROVERSY AND LITIGATION

For both individuals and business entities, a dispute with the IRS or any State taxing authority is fraught with hidden risks and complications.  Hartman & Winnicki tax attorneys are experienced at representing clients in disputes with the IRS at the Examinations, Appeals and Collection levels, the Department of Labor, the Pension Benefit Guaranty Corporation and State taxing authorities.  Our tax attorneys have also participated in landmark Federal and State tax cases at the appellate level.
 
 

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