Jeffrey “Jeff” Pittard devotes his practice to tax controversy and tax planning matters. Most of his clients are closely held businesses and their owners.
Mr. Pittard routinely represent clients in matters with the federal and state taxing authorities in income tax matters, sales tax matters, employment tax matters, and transfer tax matters . This includes assisting clients and their return preparers in audits, representing the clients in federal and state tax courts, and helping with tax collection matters. Mr. Pittard also assists clients with domestic and offshore voluntary disclosures and was the first attorney to win a US Tax Court case against the IRS involving the statute of limitations for the federal government to assess income tax against Taxpayers who held foreign bank accounts.
In addition to the tax controversy work, Mr. Pittard also creates estate plans for clients and represents fiduciaries and beneficiaries in the administration of estates and trusts in New York, New Jersey, and Florida. Mr. Pittard is adept at composing estate planning documents, including wills and trusts as well as business succession plans.