Mr. Goldberg has experience in a broad variety of federal and local tax matters, and has particular experience in federal income tax issues related to partnerships, limited liability companies, real estate, transactional tax planning and tax-exempt organizations. His practice involves both tax planning and tax controversy work. Mr. Goldberg further specializes in employee benefits and executive compensation. He has represented clients (including non-profit clients and public and private school districts) on a range of compensation and benefits matters, including executive compensation programs (SERPs, equity-based compensation and other types of top hat, executive compensation and bonus arrangements), the compensation and benefits aspects of merger and acquisition transactions, employment and separation agreements, retirement plan terminations, the Employee Retirement Income Security Act's (ERISA) fiduciary duty and prohibited transaction rules, and benefit plan controversies. In this regard, Mr. Goldberg regularly advises clients regarding Code Section 409A compliance and issues.
Mr. Goldberg is admitted to practice in New York State and in the U.S. Tax Court and has lectured to professional organizations on subjects such as income tax planning for retirement plan benefits, obligations of plan fiduciaries under ERISA, COBRA and Employee Stock Ownership Plans (ESOPs).