Goldberg Reports™
GoldbergReports.com
Books:
Sy Goldberg's What the Professional Advisor Should Know About the "Income in Respect of a Decedent Rules" is available for $49 plus $5 shipping. Click here for more information.
This publication was mentioned in the May 2004 issue of Tax Hotline.Sy Goldberg's Practical Application of the Retirement Distribution Rules is available for $69 plus $5 shipping. Click here for more information.
See Sy Goldberg's Planning Analysis: Working with the 2002 IRS Final Distribution Rules for a detailed analysis of the final distribution regulations which were published on 4/17/02. The Planning Analysis is available for $49 plus shipping. Click here for more information.
A Consumer's Guide to the Retirement Distribution Rules by Seymour Goldberg and Ed Slott is available for $19.95 at www.guidetorules.com.
SEYMOUR GOLDBERG,
CPA, MBA, JD, is a senior partner in the law firm of
Goldberg & Goldberg, P.C.,
Jericho, New York. He is Professor Emeritus of Law and Taxation at Long
Island University. Mr. Goldberg is the recipient of the American
Jurisprudence Award in Federal Estate and Gift Taxation from St. John's
University School of Law. As an instructor for the Foundation For
Accounting Education and the American Institute of Certified Public
Accountants, Mr. Goldberg has taught many CPE courses on trust accounting
and taxation at the state and national level and has taught CLE courses
for the New York State Bar Association and local bar associations. He is
the recipient of outstanding discussion leader awards from both the
American Institute of Certified Public Accountants and the Foundation For
Accounting Education. He was formerly associated with the Internal
Revenue Service. Mr. Goldberg has been quoted in the New York Times,
Forbes, Fortune, Money, U.S. News & World Report,
Business Week, The Wall Street Journal and the Tax
Hotline. He has also been interviewed on CNN, CNBC and WCBS. He is a
member of the IRS Northeast Pension Liaison Group and has been involved in
conducting continuing education outreach programs with the IRS on the
retirement distribution rules.
He is the author of several manuals for
the American Bar Association and the American Institute of Certified
Public Accountants on the trust accounting rules and the taxation of
retirement distributions.
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