Practice Areas

Tax Planning and Dispute Resolution

Iven R. Taub assists individuals and closely held businesses with tax planning and dispute resolution with the Internal Revenue Service, New York State, and New York City.

The firm addresses all types of tax disputes, including:

  • Income tax audits
  • Trust fund recovery penalties
  • Sales tax audits
  • Abatement of penalties
  • Innocent spouse relief
  • Estate tax audits
  • Payroll tax issues
  • Voluntary compliance review programs
  • Collection issues
  • Claims for refunds
  • Tax Court representation
  • Offers in compromise
  • Release of liens and levies
  • Installment payment agreements
  • Delinquent filing issues
  • Non-filing issues
  • Criminal investigations
  • District Court representation
  • Appellate conferences
  • Private letter ruling requests

Iven Taub’s global approach considers client needs, obligations, and opportunities, as tax planning is frequently not simply about adherence to tax laws, but about proactively planning for the future and addressing numerical issues.

Trusts and estate planning and administration

Iven R. Taub devotes a substantial amount of time to trust and estate planning and estate administration.

The firm has a varied clientele, from seniors and retirees to business owners and young parents with small children.  Each client benefits from Iven’s 30 years of experience in:

  • Wills
  • Revocable and irrevocable trusts
  • Insurance trusts
  • Qualified personal residence trusts (QPRTs)
  • Supplemental needs trusts
  • Qualified domestic trusts
  • Estate and trust administration
  • Intentionally defective grantor trusts (IDGTs)
  • Grantor retained income trusts (GRITs, GRATs, and GRUTs)
  • Planning for wealth preservation
  • Protection of assets
  • Gift and estate tax audits

Corporate and business planning and transactions

Iven R. Taub has over 30 years of tax and legal experience advising clients about:

  • Formation of business organizations
  • Corporate reorganizations
  • Business acquisitions and sales
  • Executive compensation
  • Buy-sell agreements
  • Retirement planning

Real estate transactions

Iven R. Taub offers his substantial knowledge of real estate transactions to individuals or businesses, whether they are buying or selling residential or commercial real estate.

Mr. Taub has the considerable resources and real estate transaction experience necessary to ensure that a residential or commercial transaction closes on schedule or to resolve disputes quickly and effectively, including:

  • Residential sales and purchases
  • Residential leasing
  • Commercial leasing
  • Mortgage loans
  • Commercial sales and purchases

Deferred compensation and retirement planning

Mr. Taub leverages his CPA background and broad tax law knowledge and experience to help his clients maximize their future returns while minimizing their present tax liability by using:

  • Deferred compensation
  • Retirement planning and strategies

To speak with an experienced attorney in tax law and trust and estate issues who is fluent and comfortable with the analysis and dissection of numbers, contact Iven R. Taub at 212-286-7700 today.