David Neufeld Email & Phone Number

With offices in Boca Raton. FL, Princeton & Cherry Hill, NJ, David Neufeld, LLM (Taxation) has practiced law for over 35 years as well having run a successful financial services company. He advises individuals and companies on captive insurance companies and sophisticated wealth planning, encompassing income tax, estate tax and asset protection planning, including state tax residency planning and audits. When the IRS comes knocking David handles audits, appeals and Tax Court cases, primarily involving purported tax shelters and international tax non-compliance issues. When aggressive tax planning results in civil litigation David is a highly sought after expert witness. David was Chair of the Insurance & Financial Planning Committee of the Real Property, Trust & Estate (RPTE) Section of the American Bar Association among other leadership positions within RPTE. He was also Chair of the Synergy Summit, a leadership organization whose members include leaders from within the ABA, AICPA, SFSP, NAELA, NAEPC and ACTEC. In 2007 David was appointed ABA Advisor to the NCCUSL drafting committee for the “Uniform Insurable Interest in Trust” Law. In 2022 he was elected as a Fellow of the American Bar Foundation. David was attorney-advisor to Judge Julian I. Jacobs of the United States Tax Court.David has received accolades for his pioneering work since 1988 with domestic and offshore limited liability company law, including drafting the LLC ordinance for the Caribbean island of Nevis and his role in drafting New Jersey"s single member LLC Act. Mr. Neufeld was one of four lawyers in the state to be awarded the NJ State Bar Association’s 1998 Advocacy Award. David has published over 25 articles and has spoken around the world, as well as having been featured in BusinessWeek, Medical Economics, The Wall Street Journal and CNBC, among others. He is admitted to practice in FL, NJ, NY and PA.Tax & Estate Planning"Snowbird" TaxInternational taxTax shelter controversy (tax & civil)Captive Insurance Companies

Listed skills include Estate Tax Planning, Trusts, High Net Worth Individuals, Estate Planning, and 17 others.