Attorneys
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Martin D. Hauptman
Private Practice Lawyer
Email:
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Practice Areas
ERISA Law(30%); Employee Benefits Law; Corporate and Business Taxation and Planning(30%); Estate Planning(30%); Federal and State Tax Law(10%)
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Admitted
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1973, New Jersey and U.S. District Court, District of New Jersey; 1974, U.S. Tax Court
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Law School
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Rutgers University Law School, J.D.
Attorney Martin D. Hauptman has a CPA License.
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Member
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Essex County, New Jersey State (Member, Executive Council, Section on Taxation, 1982; Vice Chairman, Death Tax Committee, 1983-1988; Chairman, Employee Benefits Committee, 1988-1990; Member, Section on Taxation) and American Bar Associations; Union County Society of Certified Public Accountants; New Jersey Society of Certified Public Accountants; Estate Planning Council of Northern New Jersey.
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Biography
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Member, Rutgers University Law Review, 1972-1973. Certified Public Accountant, New Jersey, 1976. Listed in Strathmore's Who's Who, 1996-1997. Named Super Lawyer, New Jersey Monthly Magazine, 2005, 2006, 2007, 2008 and 2009. Lecturer: "Tax Consequences of Distributions From Qualified Plans," New Jersey Institute for Continuing Legal Education, 1975-1998; Kean College Continuing Professional Education Curriculum, Spring, 1994.
Attorney Martin D. Hauptman is a Certified Public Accountant.
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Born
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Brooklyn, New York, May 20, 1948
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ISLN
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906626168
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History
Expertise:
- Design, drafting and termination of qualified plans Sophisticated estate planning
- Corporate and individual tax planning
- Representation before Internal Revenue Service and state taxing authorities in complex tax issues
- Audits of qualified plans and I.R.S. closing agreement program, Offers in Compromise
Routine Accomplishments
- Successfully concluded the audit of complex issues to prevent the disqualification of qualified plans.
- Facilitated transfer of closely held businesses, which created significant tax savings, using ESOPs.
- Developed a creative corporate tax strategy for an airline which resulted in substantial tax savings.
- Successfully negotiated with the Department of Labor to enable profit sharing plan to invest in employer's business.
- Stimulates wealth accumulation through effective estate planning techniques
Lectures
- Frequent lecturer for:
- New Jersey and Union County C.P.A. Societies
- Institute for Continuing Legal Education
- Various Bank Trust Departments
Articles
- Taxation of Distributions from Qualified Plans
Honors
New Jersey Super Lawyer For 2005
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Areas Of Practice
- Estate Planning and Administration
- Wills and Trusts
- ERISA
- Pension Planning and Administration
- Business Succession Planning
More
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