Title: U.S. Federal Tax

Profile

John L. Berger

Partner

 

John Berger

Firm: Lowenstein Sandler LLP
Address:65 Livingston Avenue
Roseland, New Jersey 07068
United States of America
Phone:973.597.2314
Fax:+1 973 597 2400
Email:Send an Email
Local Time:Fri. 22:02
Web site: Direct Page

Profile

John L. Berger has extensive experience in federal income taxation and estate planning, including planning for both closely held and public corporations. He counsels clients in connection with reorganizations, mergers and acquisitions, redemptions, financings, and other transactions. John is a Partner of the firm's Tax practice group.

John's business practice also includes advising start-up business ventures about choice of entity. He has extensive experience in the field of state taxation, having represented clients before taxing authorities and litigated tax controversies.

John also practices complex estate planning with particular emphasis on integrated estate, gift and income tax planning for owners of closely held businesses, the utilization of life insurance as part of the estate plan and the use of generation-skipping trusts.

 

Areas of Practice

 

  • Business Tax
  • Business Tax Counseling & Structuring
  • Employee Benefits & Executive Compensation
  • Investment Management
  • Tax
  • Trusts & Estates

 

Professional Career

 

Professional Associations


  • New Jersey State Bar Association

Publications

    Does the Bell Toll for Personal Residence GRITs, May 1999
    Integrating Retirement Accounts, February 2000
    New Jersey Enacts Substantial Tax Hikes, July 8, 2009
    New Jersey's Business Tax Reform Act Makes Major Changes to the State's Taxation of Business Entities, August 2002
    Potential Benefit to Unsecured Creditors from the Worker, Homeownership, and Business Assistance Act of 2009, December 28, 2009
    Return of the Federal Estate Tax: Now What?, December 2010
    Tax Increases in the President's Budget Plan, March 2009
    The American Recovery and Reinvestment Act of 2009: Key Business and Individual Tax Provisions, February 16, 2009
    The Impact of Fluctuating Interest Rates, May 9, 2005
    The Tax Relief Act of 2010: Key Business and Individual Income Tax Provisions and Incentives, February 2011
    The Tax Relief Act of 2010: Key Business and Individual Income Tax Provisions and Incentives, December 2010

Bar Admission

    California, 1983
    New Jersey, 1984

 

Education


    New York University (L.L.M , 1991 ), in Taxation
    Boalt Hall School of Law, University of California (J.D. , 1982 ),  
    University of Rochester (B.A. , 1978 ), magna cum laude, Phi Beta Kappa