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 Expert  727477

Expert in Tax Problems and Tax Negotiation


Available for your Consulting and Expert Witness Needs

New York (NY)
USA
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness

Summary of Expertise:

Listed with other top experts in: 

He is a CPA and Certified Financial Planner with thirty Years expertise as a tax strategist, a problem solver and creative tax consultant. He is the principal of his own consulting firm. He has been involved in IRS Tax Audits and collection matters (huge tax savings achieved at state tax conferences); state tax audits, Department of Labor Payroll Tax Issues with respect to Independent Contractor Worker Classification.

He provides traditional tax prep and tax planning services as well as personal and corporate tax problems resolved. He also provides specialty tax services, such as un-filed tax returns, rapid clean up and follow through. His firm provides specialty tax services for lawyers and law firm clients assisting lawyers with tax problems. He has performed extensive tax research for CEO's, tax implications on marital and non-marital settlements, and Innocent spouse relief. Furthermore, he consults on international taxation, providing advice and tax filings for US ex pats working abroad.

He has also provided expert testimony in court as a business appraiser (for a Dental Practice), as well as divorce tax planning and support services for lawyers.

His firm has had great success with IRS offers in compromise.

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capital gains tax

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corporate tax

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corporate tax planning

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dispute

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expert witness

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federal tax lien

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income tax

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Internal Revenue Service

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partnership dispute

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problem

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state tax lien

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tax

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tax compliance

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tax dispute

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tax fraud

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tax planning


Show Secondary and Basic Areas of Expertise
Localities:
Expert may consult nationally and internationally, and is also local to the following cities: New York, New York;  Yonkers, New York;  Bridgeport, Connecticut;  New Haven, Connecticut;  Hartford, Connecticut;  Newark, New Jersey;  Jersey City, New Jersey;  Paterson, New Jersey;  Springfield, Massachusetts;  and Philadelphia, Pennsylvania.

Education:
Year   Degree   Subject   Institution  
1974   BSBA   ACOUNTING AND FINANCE   THE AMERICAN UNIVERSITY  

Work History:
Years   Employer   Title   Responsibilities

1980 to

 

(Undisclosed)

 

FOUNDER--PRINCIPAL

 

OWNER ---PRINCIPAL PRACTICE DEVELOPMENT CLIENT RELATIONSHIPS, ETC


Career Accomplishments:
Associations/Societies

NYS SOCIETY OF CPA'S, NATIONAL ASSOCIATION OF TAX PROFESSIONALS, CFP BOARD OF STANDARDS

Licenses/Certifications

CPA, CFP


Publications:
Publications and Patents Summary

ERIC J. ENGELHARDT IS FOUNDER OF AN EDUCATIONAL TAX WEB SITE.

ERIC HAS DEVELOPED SPECIALIZED SEMINARS FOR CONTINUING LEGAL EDUCATION CREDITS FOR THE NY COUNTY LAWYERS ASSN MANHATTAN--NY

ERIC HAS A BOOK IN PROCESS ON THE SUBJECT OF HOW TO AVOID AND DEFEND TAX AUDITS.


Consulting Services:
Selected Consulting Examples:
  • CEO of major public company calls to research the tax implications of a non-marital out-of-court settlement. Subjects involved were gifts tax regulations, consideration, income taxese on transferred assets, etc.
  • Lawyer owed well over $150,000 for two-year IRS tax audit. Tax savings throughout new tax strategies introduced for tax year 2006 were substantial. Lawyers missed a 60 deadline prior to engaging expert's services. He petitioned the US Tax Court, represented the client in a tax hearing prior to going to tax court, resulting in additional and substantial tax savings in 2005 tax audit based upon tax audit results accepted in 2006 tax audit.
  • Executive worked abroad in London for 5 years and never filed his US Tax Returns. IRS claims he owes a total of over $300,000. Expert prepares and files all un-filed tax returns taking into account various foreign tax exclusions. All liabilities are re-arranged and IRS ultimately owed client $25,000 in refunds.
  • Surviving spouse and senior citizen receives IRS letter for deceased husband's IRA distribution not previously reported while husband was alive. Husband always handles tax issues on behalf of surviving spouse. Expert files “Innocent Spouse Relief” forms and has tax liability thrown out, surviving spouse on a fixed budget in retirement, no knowledge of her deceased husband's error. Innocent spouse relief accepted by IRS.
  • New York furniture company hires Expert to step in as expert negotiator and tax strategist to handle NYS sales tax audit. New York State comes up with a total balance due for three-year tax audit period in the amount of $166,000 plus Expert develops tax strategy and attends final tax conference. Tax liability was reduced down to $33,000.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Expert Witness Experience Summary:
He has appeared on the Mineola Supreme Court as an Expert Witness Appraiser in a Divorce Matter in Connection with Valuation of Dental Practice.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Country / Region   Summary
HOLLAND-NETHERLANDS   TAX CLIENTS--DUAL US AND HOLLAND CITIZENS WHO MUST STILL FILE USA TAX RETURNS.
ISRAEL   TAX CLIENTS WHO NEED TO FILE FOR REFUNDS OF FORCED USA FED TAXES WITHHELD

Language Skills:
Foreign Language   Description
  ABOVE AVERAGE ABLE TO READ, WRITE AND SPEAK SPANISH TRAVEL TO SPANISH COUNTRIES SUCH AS SPAIN(MADIRD, BARCELONA) AND GUATEMALA
HEBREW   SINCE HIS WIFE;S FAMILY IS FROM ISRAEL, HE KNOWS MANY WORDS; HE CAN UNDERSTAND ABOUT 85% OF WHAT HE HEARS; HE CAN SPEAK BELOW AVERAGE BUT ENOUGH TO GET BY.

Additional Skills and Services:
Training/Seminars

He has developed many tax, retirement and financial management seminars, most recently for the New York County Lawyers Association for CLE credit. Subjects were ‘How to avoid and defend a Tax Audit' and ‘How to regain control over your tax and financial scenario.

He has also provided many different seminars for insurance groups, Real Extate Agency Offices and a few brokerage firms on subjects of client relationships, tax matters, etc.

Other Skills and Services

Excellent public speaking and seminar skills

He has provided enrichment programs on a global cruise line on self-improvement, stress management, and financial planning and taxation


 

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