AI| New Technologies | Estate-Gift Tax (E2509329)

Martin D. Hauptman Esq., is a Partner in the Trusts & Estates, Tax and Corporate practice groups of Mandelbaum Salsburg, Roseland. His practice primarily focuses on ERISA, pension planning and administration, estate planning and administration, business succession planning, entity formations and planning (including corporations, LLCs, Partnerships, etc.), mergers and acquisitions, IRS and state tax representation, tax and probate litigation, as well as federal and state tax matters.

Mr. Hauptman is a Certified Public Accountant who has significant experience in the design, drafting and termination of qualified plans, sophisticated estate planning, and corporate and individual tax planning. He has represented clients before the Internal Revenue Service and state taxing authorities in complex tax matters, including audits of qualified plans and matters involving the I.R.S. closing agreement program. He has also in the past successfully concluded audits to prevent the disqualification of qualified plans; facilitated transfers of closely held businesses to create significant tax savings using ESOPs; developed creative corporate tax strategies for an airline, which resulted in substantial tax savings; and successfully negotiated with the Department of Labor to enable a profit sharing plan to invest in the employer’s business.

A member of the American Bar Association, the New Jersey State Bar Association and the NJCPA, he earned his J.D. from Rutgers University Law School.

Karolis is a Manager at WilkinGuttenplan, focusing on real estate taxation and planning, transactional planning, business valuations, litigation support and technology implementation. His range of focus areas allows him to contribute unique professional expertise to a variety of problems. Karolis is the chair of the firm’s Innovation Council and has overseen multiple automation projects.