Tax Act Update (E1802119)

Joy Matak is a tax director at CohnReznick and Co-Leader of the Firm’s Trusts and Estates practice. She has more than 18 years of experience as a wealth transfer strategist with with an extensive background in providing tax services to multi-generational wealth families, owners of closely-held businesses, and high net-worth individuals and their trusts and estates.

Joy provides clients with diverse wealth transfer strategy planning to accomplish estate planning and business succession goals. She also performs tax compliance including gift tax, estate tax, and income tax returns for trusts and estates, as well as consulting services related to generation skipping including transfer tax planning, asset protection, life insurance structuring, and post-mortem planning.

Prior to joining CohnReznick, Joy was a senior tax manager at a Top 20 accounting firm. Early in her career, she was a principal in a Virginia-based law firm and also worked as a senior associate in the growing trusts and estates groups of one of the leading commercial law firms in New Jersey. Joy has spoken for the Greater Middlesex/Somerset Estate Planning Council and published articles for the Hudson County Business Journal and Tax Management Estates, Gifts and Trusts Journal on a variety of topics including wealth transfer strategies, income taxation of trusts and estates, and business succession planning.

Martin M. Shenkman, CPA, M.B.A. PFS, J.D., is with Martin M. Shenkman, P.C.. His practice concentrates on estate planning and administration, tax planning, and corporate law. He is a source for numerous financial publications including Forbes, The Wall Street Journal, Fortune, Money, and The New York Times. He has appeared on numerous television shows, and has published 36 books and 700+ articles. His recent books include Estate Planning for People with Chronic Illness and Disabilities (Demos); Estate and Related Planning During Economic Turmoil (AICPA) and Life Cycle Planning for the CPA Practice (AICPA), The Complete Book of Trusts (Wiley), and others. Mr. Shenkman was named by Worth Magazine as one of the Top 100 attorneys in 2007 and by CPA Magazine as one of the top 40 accountants in 2008 and 2009. He was the recipient of the New Jersey Bar Association’s Alfred C. Clapp Award in 2008. Mr. Shenkman earned a B.S. in economics - Wharton, M.B.A. - University of Michigan, law degree - Fordham University, and is admitted to the bar in New York, New Jersey, and Washington, D.C. He is a CPA in New Jersey, Michigan, and New York.