Geoffrey Weinstein
Special Counselgweinstein@coleschotz.com New Jersey OfficeCourt Plaza North, 25 Main Street, Hackensack, NJ 07601
Florida Office
One Boca Place, 2255 Glades Road, Suite 142 W, Boca Raton, FL 33431
T: 201-525-6282 / C: 201-615-6957 / F: 201-678-6282
Legal Practice Assistant: Dawn Brea
T: 201-489-3000, ext. 5019
dbrea@coleschotz.com
OVERVIEW
Geoffrey Weinstein, special counsel in the Tax, Trusts & Estates Department, counsels those with business and personal interests in the greater New York City metropolitan area and South Florida. He is known as a creative advisor and problem-solver who assists in developing tax planning strategies that preserve wealth and a dedicated advocate who resolves tax controversies.
Geoff advises on estate planning that involves wills, trusts, powers of attorney and healthcare directives. Following a death, he advises on estate administration and probate litigation. For businesses and individuals, he advises on taxation of executive compensation, including stock option incentives and nonqualified deferred compensation arrangements. He also reviews executive employment and severance agreements for Section 409A compliance.
When tax controversies arise, Geoff represents taxpayers before federal, state and local tax authorities at all stages of the administrative process, from audit through administrative appeal. He has discretely handled numerous high-net worth residency cases in New Jersey and New York, consistently netting favorable results through confidential closing agreements that avoid the publicity of litigation. In addition, Geoff works closely with other members of the Cole Schotz team to resolve sales and use and corporate business tax audits with state tax authorities.
In cases where taxpayers neglected to file tax or information returns, or have compliance issues involving offshore bank accounts and other assets, Geoff has achieved positive results through participation in federal and state voluntary disclosure programs and procedures.
Geoff also represents taxpayers in sensitive “egg shell” tax audits that include exposure to possible criminal charges and/or civil fraud penalties. He has represented U.S. and non-U.S. resident taxpayers from around the world, including Europe, the Middle East, Asia, and India. For those matters that require litigation, Geoff has prosecuted many cases to successful conclusion.
Geoff is a frequent lecturer on handling tax controversies at the federal and state level and advising on state tax updates. He is licensed to practice law in New Jersey, New York, and Florida, and has specific admittance to the United States Tax Court and the Southern District Court of New York.
Education
Georgetown University Law Center, LL.M., 2002Rutgers Law School- Camden, J.D., 1999Northeastern University, B.S., summa cum laude, 1995Bar & Court Admissions
Florida, 2017New Jersey, 1999U.S. District Court, District of New Jersey, 1999New York, 2002U.S. District Court, Southern District of New York, 2005U.S. Tax Court, 2008NEWS
News
Richest New Yorkers Will Devastate City If They Leave With $133 Billion
As published in: Bloomberg Wealth November 11, 2020
Biden tax hike plan causes wealthy Americans to panic over estate planning strategies
As published in: Fox News October 12, 2020
Biden takes SALT cap-related tax hit
As published in: Fox Business September 30, 2020
Telecommuting in Some States Brings New Tax Challenges
As published in: Fox Business.com June 12, 2020
New York may be challenged over quarantined workers' tax revenues
As published in: Fox Business April 28, 2020
Coronavirus could cause New York to ramp up audits of wealthy taxpayers
As published in: Fox Business.com April 17, 2020
IRS turns to tech in tax-cheat crackdown
As published in: Fox Business February 27, 2020
Sanders calls for 'national wealth registry' to support extreme tax on rich
As published in: Fox Business.com September 25, 2019
4 State Tax Cases To Watch At The US Supreme Court
As published in: Law360 Tax Authority September 23, 2019
High-tax New York slaps NJ-based hedge fund manager with major tax bill in dispute over vacation home
As published in: Fox Business September 12, 2019
Fleeing New York's high taxes? Audit cases are expensive to lose
As published in: Fox Business September 11, 2019
Here's how much New York taxpayers fleeing to Florida can save
As published in: Fox Business.com July 25, 2019
When it comes to taxes, it can pay for clients to say ‘I don't': Tax Strategy Scan
As published in: Financial Planning July 23, 2019
Want to flee high-tax states like New York? Turns out it's not so easy
As published in: Fox Business July 18, 2019
New York, New Jersey could lose residents to this lower-tax neighbor
As published in: Fox Business.com June 25, 2019
Storm Brewing in States Over Federal Deduction Cap
As published in: Bloomberg BNA September 13, 2018
New York, Connecticut Taxpayers Have Plan B Options to Beat SALT
As published in: Bloomberg August 27, 2018
States take feds to court with ‘creative arguments' over the SALT cap
As published in: Accounting Today August 7, 2018
Cole Schotz Starts Marijuana Practice, Anticipating Legalization in NJ
As published in: New Jersey Law Journal March 6, 2018
First Estate Tax Case Filed Under N.Y. Whistleblower Law
As published in: Bloomberg BNA January 24, 2018
EVENTS
Recent Events
Financial Planning & Considerations When Moving to Florida Webinar
Attorney Speaking: Geoffrey WeinsteinJuly 30, 2020International Tax Compliance in a Post-OVDP World CLE Presentation at Cole Schotz NJ Office
Attorneys Speaking: Reuben G. Muller, Geoffrey Weinstein and Isabelle R. JacobsOctober 17, 2019State Tax Planning for Individuals, Businesses and Trusts
Attorneys Speaking: Gary A. Phillips and Geoffrey WeinsteinMay 21, 2019Post-Wayfair Nexus Developments: Sales Taxation and Audits of Multi-State Businesses CLE Presentation at Cole Schotz New Jersey Office
Attorney Speaking: Geoffrey WeinsteinNovember 15, 2018AANGFL Networking Speaker Series Reception
Attorneys Speaking: Geoffrey Weinstein and Nicholas C. GuerraFebruary 22, 2018NJ CPA Annual Tax Seminar - Morris/Sussex Chapter
Attorney Speaking: Geoffrey WeinsteinDecember 1, 2017Reuben Muller and Geoff Weinstein presented on Nexus for Closely Held Business at the Mercer Chapter of the NJSCPA
Attorneys Speaking: Reuben G. Muller and Geoffrey WeinsteinDecember 2, 2016Reuben Muller and Geoff Weinstein presented State Tax Update at the Passaic Chapter of the NJSCPA
Attorneys Speaking: Reuben G. Muller and Geoffrey WeinsteinNovember 18, 2016Jeffrey Schechter and Geoffrey Weinstein Spoke Before the Mercer County Society of CPAs
Attorneys Speaking: Jeffrey H. Schechter and Geoffrey WeinsteinDecember 4, 2015Jeffrey Schechter and Geoffrey Weinstein Spoke Before the Morris/Sussex Society of CPAs
Attorneys Speaking: Jeffrey H. Schechter and Geoffrey WeinsteinDecember 3, 2015"New Jersey vs. New York Residency Audits" at the NJCPA Passaic County Chapter Annual Tax Seminar
Attorneys Speaking: Reuben G. Muller and Geoffrey WeinsteinNovember 13, 2015Hot Topics in International Taxation
Attorneys Speaking: Jeffrey H. Schechter and Geoffrey WeinsteinMarch 8, 2011PUBLICATIONS
Publications
New Jersey is Planning to Raise $390 Million in Fiscal Year 2021 through Tax Hikes on Millionaires
Tax, Trust & Estates Law September 18, 2020
Geoffrey Weinstein and Isabelle R. JacobsHigh-tax state SALT exodus: Experts reveal how many frustrated taxpayers call each week
Fox Business July 9, 2019
Geoffrey WeinsteinPost-‘Wayfair' Nexus Landscape for Tax Obligations of Out-of-State Businesses
Tax, Trust & Estates Law June 21, 2019
Geoffrey WeinsteinNJ Tax Stop: Indirect Sales Tax Assessment Methods
Law360 June 17, 2019
Geoffrey Weinstein and Reuben G. MullerNJ Tax Stop: New Millionaires' Tax May Spur High Earners' Exit
Law360 May 15, 2019
Geoffrey Weinstein and Reuben G. MullerPost-'Wayfair' Nexus Landscape for Tax Obligations of Out-of-State Businesses
New Jersey Law Journal March 28, 2019
Geoffrey WeinsteinPost-Wayfair New York Gearing Up to Enforce Once Dormant Economic Nexus Statute to Collect Sales Tax from Out-of-State Businesses
Tax, Trust & Estates Law January 18, 2019
Jeffrey H. Schechter and Geoffrey WeinsteinCan Snowbirds Avoid a SALTY Avalanche? Considerations for Changing Residency to the Sunshine State
Tax, Trust & Estates Law July 19, 2018
Geoffrey WeinsteinEconomic Nexus is Constitutional: Supreme Court Overturns the Quill Physical Presence Test
Tax, Trust & Estates Law June 28, 2018
Geoffrey Weinstein and Jeffrey H. SchechterIRS to Begin Revoking U.S. Passports of Delinquent Taxpayers
Tax, Trust & Estates Law December 21, 2017
Jeffrey H. Schechter and Geoffrey WeinsteinA State Nexus Study: Avoiding Imminent Audits by Revenue-Thirsty States
Tax, Trusts & Estates Law May 17, 2016
Geoffrey WeinsteinParadox of Mental Incapacity in State Estate Tax: How Moving Your Elderly Parent from Florida May Generate an Unexpected Estate Tax
Tax, Trusts & Estates Law Monitor April 20, 2016
Geoffrey Weinstein and Gary A. PhillipsMandatory Electronic Filing for FBARs Effective July 1, 2013.
Tax, Trusts & Estates Law Monitor June 25, 2013
Geoffrey WeinsteinStoring Gold Offshore: What Your Clients Need To Know
New Jersey Law Journal October 17, 2011
Geoffrey WeinsteinPurchasing Commercial Real Estate Through an LLC
New Jersey Law Journal A hub and spoke structure removes a significant value from the owner's estate February 5, 2007
Samuel Weiner, Geoffrey Weinstein and Lori I. WolfNew Sales and Corporate Business Hikes
New Jersey Law Journal New Jersey's recent tax legislation was more than just a 1 percent hike in sales tax January 15, 2007
Jeffrey H. Schechter and Geoffrey WeinsteinYikes! New Sales and Corporate Business Tax Hikes!
Cole Schotz Docket Winter 2007
Norman L. Pernick, Gary A. Phillips and Geoffrey WeinsteinFlorida’s Tax Laws Offer Savings to Those Who Move from North
Cole Schotz Docket Spring 2006
Gary A. Phillips, Samuel Weiner and Geoffrey WeinsteinFlorida's Favorable Tax Laws
New Jersey Law Journal A New Jersey resident could save thousands in taxes by moving to the Sunshine State January 30, 2006
Gary A. Phillips, Samuel Weiner and Geoffrey Weinstein
