ERISA Attorneys

ERISA Attorneys

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Next Generation Trust Company does not evaluate, recommend, warrant, guarantee, or endorse the legality, propriety, performance, or reliability of any investment, service, statement, opinion, or other representation of any professional listed in our service providers network; carry any liability in any event for any misinformation, misrepresentation, negligence, act, omission, investment results, or wrongdoing of any professional network service provider; have any agreement or arrangement with any professional service provider with regard to any investment or service that may be provided to NGTC account owners or other investors; have any financial arrangement or affiliation with any professional network service provider.

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www.clarkslaws.com
CLARK’S LAWS PC
jclark@clarkslaws.com
1-631-669-6300

Attorneys for landlords and active real estate investors – helping them defend and enhance their real estate holdings and employing innovative structures to safely grow their real estate portfolio. We use tried and true strategies through unconventional means.

Advise on the compliant use of self-directed retirement accounts, IRA LLC’s, prohibited transaction rules, organization and setup of IRA LLC’s

Deal counsel & structuring for real estate and corporate transactions using self-directed retirement accounts.

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RetireWellTPA.com
RetireWell Administrators, Inc.
Anthony Scialabba
Tony@ERISAatty.com
1-609-352-4663

Anthony L. Scialabba, Esq. is the Managing Member at The Law Firm of Anthony L. Scialabba, LLC. He has 34 years of experience in retirement plan law and in handling matters with the Internal Revenue Service and the Department of Labor. Mr. Scialabba has published over 65 articles on retirement plan topics. He has also lectured nationally on such subjects and has worked as a Tax Law Specialist with the Internal Revenue Service (National Office).

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www.jamesmorganlaw.com
James Morgan Law
jim@jimlaw.net
1-303-457-9500

Jim is both a Licensed Colorado Attorney and Certified Financial Planner™ (http://www.cfp.net).   His law practice concentrates in the areas Business Planning and Entity Formation including Self Directed IRAs, as well as Estate Planning, Living Trusts and Wills, Asset Protection.    Jim graduated with a law degree from the University of New Mexico Law School, and has been practicing law since 1991.   He also graduated with a Masters in Tax Law from Denver University in 2003, and is a member of the Trust and Estate Section and Elder Law Section of the Colorado Bar Association.

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www.lawfirm.ms
Mandelbaum Salsburg PC
Martin D. Hauptman, Esq.
1-973-736-4600

Martin Hauptman is a Partner in the Trusts & Estates, Tax and Corporate practice groups of the firm. His practice primarily focuses on ERISA, pension planning and administration, estate planning and administration, business succession planning, entity formations and planning (including corporations, LLCs, Partnerships, etc.), mergers and acquisitions, IRS and state tax representation, tax and probate litigation, as well as federal and state tax matters. Martin is a Certified Public Accountant who has significant experience in the design, drafting and termination of qualified plans, sophisticated estate planning, and corporate and individual tax planning. He has represented clients before the Internal Revenue Service and state taxing authorities in complex tax matters, including audits of qualified plans and matters involving the I.R.S. closing agreement program. Martin has also in the past successfully concluded audits to prevent the disqualification of qualified plans; facilitated transfers of closely held businesses to create significant tax savings using ESOPs; developed creative corporate tax strategies for an airline, which resulted in substantial tax savings; and successfully negotiated with the Department of Labor to enable a profit sharing plan to invest in the employer’s business.