Tax and estate planning for individuals, families, and privately held businesses.

Claire E. Toth is Vice President and Chief PlanningOfficer of Point View Wealth Managament, Inc., a Peapack Private company. Point View is an independent, fee-only SEC registered investment advisor providing customized investment services to families, trusts and retirement plans. She advises clients on financial, estate, and retirement planning issues, from the most complex to the most basic. Ms. Toth is an in-demand public speaker and frequent writer. Ms. Toth has written for a number of publications, including The Tax Lawyer, the Journal of Limited Liability Companies, Taxation for Accountants, and the Journal of Asset Protection. She speaks frequently before a variety of groups, ranging from the American Bar Association to the New York Society of CPAs. Active in the community, Ms. Toth is Treasurer of Summit Downtown, Inc., Assistant Treasurer of SAGE Eldercare, and Secretary of the Summit Historic Preservation Commission. She sits on the Finance Committees of Family Promise, Impact 100 Garden State, and St. Teresa of Avila parish.

Manage all facets of highly-respected RIA firmCreated Small Business Retirement Plan PracticeCreated Financial Planning PracticeServe

Tax and estate planning; devleoped family limited partnership product. Active in speaking and writing, particularly for New Jersey Bar Association. Co-authored single member LLC legislation for New Jersey.

Responsible for team writing PLRs, private letter rulings, and regulations relating to partnerships and LLCs, S corporations, and income taxation of trusts. Principal regulations projects managed: 704(b) special allocations of nonrecourse debt; 704(c) allocations of built-in gain or loss on contributed property, partnership anti-abuse regulations. Frequent public speaking.

Major Publications"Nonrecourse Debt in Excess of Fair Market Value and Disappearing Basis: The Partnership Paradox" The Tax Lawyer Fall 1996"Here There Be Dragons: The Uncharted Territory of One-Member LLCs in Bankruptcy: Journal of Limited Liability Companies Winter 1996"The Family Limited Partnership Under Siege" Taxation for Accountants December 1997"Limited Partnerships vs. Limited Liability Companies: A Comparison for Asset Protection Purposes" Journal of Asset

Associate in tax department focusing on real estate partnerships, privately held businesses, estate planning, and ERISA.