Cole Schotz P.C.

 

				Weinstein
				
				Geoffrey

Geoffrey Weinstein

Special Counselgweinstein@coleschotz.com
New Jersey Office
Court 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, 1995

Bar & 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, 2008

NEWS

News

Richest New Yorkers Will Devastate City If They Leave With $133 Billion

As published in: Bloomberg Wealth November 11, 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

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

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

Reuben 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, 2016
Reuben Muller and Geoff Weinstein presented State Tax Update at the Passaic Chapter of the NJSCPA
Attorneys Speaking: Reuben G. Muller and Geoffrey WeinsteinNovember 18, 2016
Hot Topics in International Taxation
Attorneys Speaking: Jeffrey H. Schechter and Geoffrey WeinsteinMarch 8, 2011

PUBLICATIONS

Publications

Paradox 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. Phillips
Build a Better Will

New Jersey Law Journal April 23, 2007

Gary A. Phillips and Geoffrey Weinstein
Purchasing 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. Wolf
New 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 Weinstein
Florida'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
×

For Important Legal Updates and Resources on the Coronavirus Click Here.