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John L. Berger has extensive experience in federal income taxation and estate planning, including planning for both closely held and public corporations. He counsels clients in connection with reorganizations, mergers and acquisitions, redemptions, financings, and other transactions. Mr. Berger is a member of the firm's Business Tax Counseling & Structuring practice group.
Mr. Berger's business practice also includes advising start-up business ventures about choice of entity. He has extensive experience in the field of state taxation, having represented clients before taxing authorities and litigated tax controversies.
Mr. Berger also practices complex estate planning with particular emphasis on integrated estate, gift and income tax planning for owners of closely held businesses, the utilization of life insurance as part of the estate plan and the use of generation-skipping trusts.
Speaking Engagements:
- "Estate Planning for Hedge Fund Managers and Investors," Financial Research Associates' Private Investment Funds Tax Master Class, New York, NY, May 18, 2010.
- "Estate Planning for Hedge Fund Managers and Investors," Financial Research Associates' Effective Hedge Fund Tax Practices Conference, New York, NY, November 17, 2009.
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The Tax Relief Act of 2010: Key Business and Individual Income Tax Provisions and Incentives
Metropolitan Corporate Counsel, February 2011
Kenneth Slutsky,
John Berger,
Michael Gooen,
Brian Silikovitz,
Richard Horne,
Isaac Hirsch
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The Tax Relief Act of 2010: Key Business and Individual Income Tax Provisions and Incentives
Business Tax Counseling & Structuring Alert, December 2010
Kenneth Slutsky,
John Berger,
Michael Gooen,
Brian Silikovitz,
Richard Horne,
Isaac Hirsch
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Return of the Federal Estate Tax: Now What?
Trusts and Estates Client Alert, December 2010
Warren Racusin,
John Berger,
Michael Gooen,
Benedict Kohl,
Kenneth Slutsky,
Ashley Steinhart,
Michael Vito,
Eric Weinstock
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In a New York Times article, John Berger comments on why it sometimes is beneficial for parents to discuss their estate plans with their adult children.,
The New York Times, March 4, 2010
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John L. Berger's trusts and estates practice is highlighted in an article about the importance of estate planning.,
The New York Times, February 26, 2009
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