When navigating New York’s complex tax and financial laws, the right legal representation is crucial.
Individuals and businesses need top-tier lawyers who can provide expert guidance and protection, given the city’s bustling financial sector and intricate tax regulations.
The best tax and financial lawyers in New York can ensure that your financial interests are safeguarded and your legal obligations are met with precision. These skilled professionals possess in-depth knowledge of state and federal tax laws, as well as expertise in various financial matters.
Whether you’re dealing with tax disputes, corporate transactions, or estate planning, New York’s premier legal experts can offer the tailored advice and representation you need to navigate complex financial landscapes successfully.
1) David S. Golub, Esq.
David S. Golub is a highly respected partner at Silver Golub & Teitell LLP in Stamford, Connecticut.
He has built an impressive legal career spanning several decades.
Golub’s educational background is exceptional.
He graduated from both Yale College and Yale Law School, providing him with a strong foundation for his legal practice.
Golub has focused his career on constitutional and civil rights cases, as well as protecting the disadvantaged.
His dedication to these areas has earned him recognition in the legal community.
As a top-rated attorney, Golub specializes in Class Action & Mass Torts, Civil Litigation, and Civil Rights.
His expertise in these areas has led to numerous successful outcomes for his clients.
You can trust in Golub’s experience, as he has been licensed to practice law in Connecticut since 1973.
This long-standing career demonstrates his commitment to the legal profession.
Golub’s excellence has not gone unnoticed.
He has been selected for Super Lawyers every year from 2006 to 2024, a testament to his consistent high-quality legal work.
If you’re looking for a seasoned attorney with a strong track record in complex litigation, David S. Golub could be an excellent choice for your legal needs.
2) Darrin T. Mish, P.A.
If you’re facing IRS problems, Darrin T. Mish, P.A. offers expert tax legal services.
With over 20 years of experience, Attorney Mish specializes in helping clients resolve complex tax issues.
You can benefit from Mish’s personal experience with tax problems, which gives him unique insight into your situation.
His firm provides both local and worldwide representation, ensuring you get the help you need regardless of your location.
The Law Offices of Darrin T. Mish, P.A. focus on taking away clients’ fears rather than resorting to fear-mongering tactics.
This approach can help ease your anxiety when dealing with tax-related challenges.
If you’re seeking guidance on tax planning in Florida, Mish’s team can assist you.
They aim to help you avoid costly tax penalties and navigate the complexities of tax law.
For a free consultation, you can call (813) 602-7291.
This initial discussion can help you understand your options and determine the best course of action for your tax situation.
Darrin T. Mish is recognized nationally for his expertise in IRS problems.
His practice focuses on representing clients across the United States, making him a valuable resource regardless of where you’re located.
3) Robert S. Fink, Esq.
Robert S. Fink stands out as one of New York’s most accomplished tax attorneys.
You’ll find his expertise invaluable if you’re facing complex tax issues or white-collar controversies.
With over 50 years of legal experience, Fink has risen to prominence as a highly successful trial lawyer.
His deep understanding of tax law and litigation skills have earned him widespread recognition in the legal community.
If you’re looking for a lawyer with a stellar reputation, Fink’s accolades speak volumes.
He has achieved the highest possible ranking (Band 1) in Chambers USA for Tax, and is described as a “superstar tax fraud defender” and “revered trial attorney.”
Your case will benefit from Fink’s extensive expertise in defending individuals against major allegations of tax fraud.
His insight into government operations and impressive courtroom record make him a formidable ally in your legal battles.
As a senior counsel at Akin Gump, Fink continues to offer top-tier legal services.
You’ll have access to his wealth of knowledge, honed through decades of handling high-stakes tax and white-collar criminal defense cases.
When you need a lawyer who literally wrote the book on tax controversies, Fink is your go-to expert.
He authored the definitive textbook “Tax Controversies: Audits, Investigations, Trials,” demonstrating his unparalleled mastery of the field.
4) Laura H. Zwicker, J.D.
Laura H. Zwicker, J.D. is a highly respected tax and estate planning attorney based in Los Angeles.
As the chair of Greenberg Glusker’s Private Client Services Group, she specializes in advising high-net-worth individuals and families on complex tax and estate planning matters.
With a career spanning over two decades, Zwicker has earned numerous accolades for her expertise.
She has been recognized in the Chambers High Net Worth Guide as a leading lawyer in Private Wealth Law from 2016 to 2024.
You’ll find that Zwicker’s practice focuses on international and domestic tax planning, business succession strategies, and generational wealth transfer.
Her client base includes many prominent individuals in the entertainment industry and other high-profile sectors.
Zwicker’s expertise extends to advising international clients on generational wealth planning.
This makes her particularly valuable if you have cross-border tax and estate planning needs.
Her exceptional work has earned her recognition in prestigious publications.
Zwicker has been listed in The Best Lawyers in America® from 2013 to 2025 and named a Southern California Super Lawyer in Estate Planning & Probate from 2010 to 2024.
If you’re seeking a top-tier tax and financial lawyer with a proven track record, Laura H. Zwicker’s extensive experience and accolades make her a standout choice for complex estate and tax planning matters.
5) David M. Garvin, P.A.
David M. Garvin is a highly respected criminal tax defense attorney based in Florida.
While not located in New York, his expertise and reputation make him a noteworthy consideration for complex tax cases.
As a Florida Bar-certified tax specialist, Garvin brings extensive knowledge of the Internal Revenue Code to his practice.
His ability to command the courtroom during jury trials stems from years of experience.
Garvin’s firm offers expert representation in a wide range of tax-related disputes, including IRS audits, tax liens, and tax collections.
If you’re facing a tax controversy, his team can provide the guidance you need.
The legal community has recognized Garvin’s excellence.
He is a two-time winner of the prestigious Daily Business Review “Most Effective Lawyer” award in 2010 and 2014.
Garvin has been consistently selected to Super Lawyers from 2006 to 2024, with only a brief interruption in 2014.
This recognition speaks to his ongoing commitment to excellence in his field.
In addition to his practice, Garvin has occasionally served as an adjunct professor at the University of Miami Law School, teaching tax fraud courses.
This academic involvement further demonstrates his expertise in tax law.
6) Erica B. Fine, Esq.
When seeking expert legal counsel in New York, Erica B. Fine, Esq. stands out as a seasoned professional.
With over 40 years of experience in general practice, you can trust her expertise in handling complex legal matters.
Erica B. Fine is admitted to practice law in New York State, having been registered since 1983.
Her long-standing career demonstrates her commitment to the legal profession and her clients.
You’ll find Erica B. Fine’s practice located in Jamaica, New York.
This convenient location allows her to serve clients throughout the Queens County area and beyond.
As a general practitioner, Erica B. Fine can assist you with a wide range of legal issues.
Whether you need help with tax matters, financial planning, or other legal concerns, her broad experience can be invaluable.
When you work with Erica B. Fine, you’ll benefit from her decades of legal knowledge and her understanding of New York’s complex legal landscape.
Her long-standing career is a testament to her dedication and skill in navigating various legal challenges.
To get in touch with Erica B. Fine and discuss your legal needs, you can contact her office directly.
Her expertise and professional approach can help guide you through your legal concerns with confidence.
7) Dennis N. Brager, J.D.
Dennis N. Brager is a highly respected tax attorney based in Los Angeles.
You might be surprised to find him on a list of New York lawyers, but his expertise and reputation extend far beyond California.
Brager received his law degree from New York University in 1978, giving him strong ties to the New York legal community.
His educational background includes a B.B.A. in Accounting/Finance from Pace University, where he graduated magna cum laude.
With over four decades of experience, Brager has established himself as a leader in tax law.
He founded the Brager Tax Law Group, a boutique firm specializing in tax litigation and controversy cases.
You’ll find Brager’s expertise particularly valuable if you’re facing complex tax issues.
He has represented over 320 taxpayers in cases before the United States Tax Court.
Brager’s professional accolades are numerous.
Los Angeles Magazine recognized him as a Super Lawyer in the field of Tax every year from 2008 to 2021.
This recognition speaks to his consistent excellence in the field.
If you’re seeking a tax attorney with a proven track record, Brager’s experience and credentials make him a top choice.
His New York education combined with his extensive practice in tax law provides a unique perspective that could benefit clients facing both state and federal tax challenges.
8) Zachary R. Mider, Esq.
Zachary R. Mider is a name you should know in the world of financial reporting and analysis.
While not a practicing tax or financial lawyer, his work has had a significant impact on these fields.
Mider is an enterprise reporter for Bloomberg News in New York.
His investigative journalism focuses on complex financial topics, including corporate tax strategies and Wall Street operations.
You may recognize Mider’s name from his groundbreaking series on tax inversions.
This work earned him the 2015 Pulitzer Prize for explanatory reporting, a first for Bloomberg News.
Mider’s reporting has shed light on intricate tax avoidance strategies used by corporations.
His work has not only informed the public but also influenced government policy.
If you’re looking to understand complex financial and tax issues, Mider’s articles are an excellent resource.
His ability to break down complicated topics makes him a valuable asset in the field of financial journalism.
Born in upstate New York, Mider received his bachelor’s degree in Social Studies from Harvard College.
His educational background and years of experience in financial reporting give him a unique perspective on tax and financial matters.
While not a lawyer himself, Mider’s work is highly relevant to those in the legal and financial sectors.
His insights can provide you with a deeper understanding of the intricate world of corporate finance and taxation.
9) Lisa M. Shearman, Esq.
Lisa M. Shearman is a highly respected trust and estates lawyer with over two decades of experience.
You’ll find her expertise invaluable when it comes to estate planning, tax matters, and business continuity.
As a partner at Hamburg, Rubin, Mullin, Maxwell & Lupin, Shearman brings a wealth of knowledge to her clients.
Her practice focuses on sophisticated estate plans that aim to reduce taxes and preserve wealth according to your specific desires.
Shearman’s credentials are impressive.
She’s a Fellow of The American College of Trust and Estate Counsel and chairs the Estates and Trusts Department at her firm.
This recognition speaks to her exceptional skills in estate planning and administration.
You’ll benefit from Shearman’s extensive experience in probate, guardianship, and nonprofit matters.
Her comprehensive approach ensures that all aspects of your financial and legal needs are addressed.
Recently, Shearman was installed as president of the Montgomery Bar Association.
This leadership role underscores her standing in the legal community and her commitment to professional excellence.
When you work with Lisa M. Shearman, you’re partnering with a lawyer who combines deep technical knowledge with a personalized approach to meet your unique needs.
10) Joshua S. Levy, J.D.
Joshua S. Levy is a distinguished attorney specializing in financial and tax law in New York.
You can find him practicing at Sullivan & Cromwell LLP, a prestigious law firm located in the heart of New York City.
Mr. Levy’s educational background is impressive.
He earned his B.A. from the University of Virginia in 2008 and later obtained his J.D. from New York University School of Law in 2011.
As a tax and financial lawyer, you can expect Mr. Levy to provide expert guidance on complex legal matters.
His practice areas include real estate, SEC enforcement, and securities and futures regulatory cases.
When seeking legal representation, you’ll find that Mr. Levy’s experience and expertise make him a valuable asset.
He is well-versed in navigating the intricate landscape of financial regulations and tax laws.
If you’re dealing with issues related to commercial litigation, construction law, or mass tort litigation, Mr. Levy’s skills could be particularly beneficial to your case.
His diverse practice areas demonstrate his versatility as an attorney.
To get in touch with Joshua S. Levy or learn more about his services, you can view his profile for contact information and additional details about his practice.
Understanding Tax Law
Tax law governs how individuals and entities are taxed.
It encompasses regulations for income, property, and various financial transactions.
Familiarizing yourself with basic principles and types of taxes can help you navigate your financial obligations more effectively.
Basic Principles of Taxation
Tax law is based on several fundamental principles.
The ability-to-pay principle suggests that those with higher incomes should pay more in taxes.
Progressive taxation implements this by applying higher tax rates to higher income brackets.
Another key principle is horizontal equity, which means individuals in similar financial situations should pay similar amounts in taxes.
Vertical equity, on the other hand, ensures that those with different income levels are taxed appropriately.
Tax law also incorporates the concept of economic neutrality.
This principle aims to minimize the impact of taxes on economic decisions, ensuring that tax policies don’t unduly influence market behavior.
Types of Taxes
You’ll encounter various types of taxes throughout your financial life.
Income tax is perhaps the most well-known, levied on your earnings from work or investments. Corporate taxes apply to business profits.
Property taxes are based on the value of real estate you own.
Sales taxes are added to the price of goods and services at the point of purchase.
Capital gains taxes are applied to profits from selling assets like stocks or property.
Other common taxes include:
- Payroll taxes (Social Security and Medicare)
- Estate taxes
- Gift taxes
- Excise taxes on specific goods
Understanding these different types of taxes can help you better plan your finances and ensure compliance with tax laws.
Financial Law Overview
New York’s financial laws and regulations are complex and constantly evolving.
Understanding key regulations and compliance requirements is crucial for businesses and individuals operating in the state’s financial sector.
Key Financial Regulations in New York
The New York Banking Law governs financial institutions and activities in the state.
It covers areas such as banking operations, lending practices, and consumer protection.
The Martin Act gives broad powers to the New York Attorney General to investigate and prosecute financial fraud.
This law is often used to regulate securities and commodities trading.
New York’s BitLicense regulation requires businesses engaged in virtual currency activities to obtain a license from the state.
This pioneering regulation has influenced cryptocurrency policies nationwide.
The Dodd-Frank Wall Street Reform and Consumer Protection Act, while federal, has significant implications for New York-based financial institutions.
It introduced stricter oversight and reporting requirements.
Compliance Requirements
Financial institutions in New York must adhere to strict compliance standards. Regular audits and reporting are required to ensure adherence to state and federal regulations.
Anti-money laundering (AML) and Know Your Customer (KYC) procedures are mandatory.
You must implement robust systems to detect and prevent financial crimes.
Cybersecurity regulations require financial institutions to establish and maintain comprehensive cybersecurity programs.
This includes regular risk assessments and incident response plans.
Disclosure requirements are extensive.
You must provide clear and accurate information about financial products and services to customers.
Maintaining adequate capital reserves is crucial.
New York follows Basel III standards, requiring banks to hold sufficient capital to withstand economic shocks.
Frequently Asked Questions
Selecting the right tax and financial lawyer in New York requires careful consideration of qualifications, reviews, fees, and specializations.
Understanding these factors can help you make an informed decision when seeking legal representation for tax and financial matters.
What qualifications should I look for in a top tax attorney in New York?
When searching for a top tax attorney in New York, look for board certifications in tax law.
Seek lawyers with advanced degrees like an LL.M. in Taxation.
Experience handling complex tax cases and a strong track record of successful outcomes are crucial qualifications.
How can I find reviews for the best financial lawyers in New York City?
You can find reviews for financial lawyers in New York City on legal directories and review platforms. Chambers and Partners provides rankings and reviews of top tax lawyers.
Online platforms like Avvo and Martindale-Hubbell also offer client reviews and peer ratings.
What are the typical fees for a tax lawyer in New York?
Fees for tax lawyers in New York can vary widely based on experience and complexity of the case.
Many charge hourly rates ranging from $300 to $1,000 or more.
Some may offer flat fees for specific services.
Always discuss fee structures upfront to avoid surprises.
Can you get a free consultation with a tax lawyer in NYC, and what does it entail?
Many tax lawyers in NYC offer free initial consultations.
During these meetings, you can briefly discuss your case, learn about the lawyer’s experience, and get a general sense of potential strategies.
It’s an opportunity to assess if the lawyer is a good fit for your needs.
What are the benefits of hiring a lawyer specialized in New York State sales tax laws?
A lawyer specialized in New York State sales tax laws can help you navigate complex regulations and avoid costly mistakes.
They can assist with tax compliance, represent you in audits, and help resolve disputes with state tax authorities.
Their expertise can potentially save you money and reduce legal risks.
Why is it beneficial to work with a lawyer when dealing with IRS matters?
Working with a lawyer on IRS matters provides zealous advocacy and sound advice.
They can represent you in audits, appeals, and Tax Court proceedings.
A skilled tax lawyer can negotiate with the IRS on your behalf.
This can potentially reduce penalties and secure more favorable resolutions to tax disputes.