Lawrence M. Lipoff, CPA, TEP, CEBS, is a Director in CohnReznick’s Trusts and Estates Practice, based in the firm’s New York office. With more than 30 years of experience, Larry specializes in the delivery of domestic and international private client services to enable high-net-worth individuals and families to maximize their new or generational wealth. Larry provides strategic advice to his clients and their closely-held businesses in the areas of income tax planning and compliance, estate planning and administration services, as well as family structure consulting. Through many years in practice, he synthesized the work of various related professionals, and their firms integrate several planning strategies into solutions that maximize value.
A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, February…
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