Mr. Goldberg is a Partner at MSF and Chairs the firm’s Taxation and Estates Group. Mr. Goldberg has experience in a broad variety of federal and local tax matters with particular focus on federal income tax issues related to partnerships, limited liability companies, and tax-exempt organizations, including public and private school districts. His practice involves both transactional tax planning and tax controversy work across many industries, including real estate.
Mr. Goldberg also has significant experience in the areas of employee benefits and executive compensation. He represents clients on a range of compensation and benefits matters, including executive compensation programs such as SERPs, equity-based compensation and other types of top hat, executive compensation and bonus arrangements. Mr. Goldberg also advised clients on 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.
New York University School of Law. LL.M. Taxation
St. John’s University School of Law. J.D.
State University of New York at Albany. B.S. Economics
NY Tax Court
State of New York
Southern District of New York
Mr. Goldberg regularly lectures 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)