Corporate And Banking
Real Estate And Land Use
Schwartz, Robert S.
Our Aim At All Times: High Quality, Cost Effective Legal Services
Robert S. Schwartz
Born in Hazleton, Pennsylvania, Bob Schwartz's practice is concentrated on corporate transactions and all aspects of federal and state taxation, including trusts and estates.
Bob has spoken professionally on many occasions and has regularly contributed articles to professional publications, including a review of Section 355 "spin-off" regulations, "The New Section 355 Regulations for Corporate Distributions" published by The Practical Tax Lawyer; a review of an important low-income housing financial tool, "Give the Section 42 Housing Credit the Credit It's Due" published in the New Jersey Law Journal; and in the estate planning area, "Estate and Income Tax Planning for IRA and Qualified Plan Accounts" published by The Practical Tax Lawyer; and "IRS Approves Split-Interest Qualified Personal Residence Trust" published in Probate & Property.
Bob has served as the Chair of the New Jersey Bar Association Section on Taxation Law and as Chair of the Partnership Taxation Committee. He served on the New Jersey State Bar Association's Supreme Court Committee on the Tax Court. He also served on the tax committees of the New Jersey Chamber of Commerce and the New Jersey Business and Industry Association. Prior to entering private law practice, Bob served nearly five years in the Corporate Reorganization Branch of the Internal Revenue Service, Office of Chief Counsel, in Washington, D.C.
Temple University James E. Beasley School of Law, Philadelphia, Pennsylvania
LL.M. - 1980
Major: Taxation
Duquesne University School of Law, Pittsburgh, Pennsylvania
J.D. - 1979
B.A. - 1976
New Jersey, 1986
Pennsylvania, 1979
Florida, 1989
U.S. Tax Court, 1993
Partnerships, LLCs, and LLPs: Organization and Operation in New Jersey, Business Owners, Fairfield, NJ, 07/19/2007
Practitioner Institute; Queensborough Community College, Bayside, N.Y, 10/27/2006
Family Limited Partnerships, New Brunswick, NJ, 07/20/2006
Funding/Financial Incentives to Redevelopment and Other Affordable Housing: Low Income Tax Credits, N.J.I.C.L.E, 2006
Funding/Financial Incentives to Redevelopment and Other Affordable Housing: Low Income Tax Credits, New Brunswick, N.J, 02/24/2006
The Fundamentals of Like Kind Exchanges of Real Property, Appraisal Institute; Iselin, N.J, 09/15/2005
A Comparative Analysis of Taxation of Partners and Partnerships in New Jersey, Pennsylvania and New York, America State Tax Committee; New Brunswick, N.J, 04/25/2005
Tax Aspects of Lawsuits and Settlements, N.J.S.B.A, N.J, 05/15/2003
Electronic Commerce: International and Domestic Aspects, Tax Executives Institute, Inc., N.J, 05/17/2002
Taxation of the Internet: The Future Is Now, N.J.I.C.L.E., N.J, 11/20/2001
Planning and Structuring & Tax-Free Reorganizations, N.J.I.C.L.E., East Brunswick, N.J, 10/13/2000
Drafting Partnership and Operating Agreements, Business Law Section of N.J.S.B.A.'s Annual Meeting, 05/12/2000
How the IRS Restructuring Will Change (If at All) IRS Interactions with N.J, New Brunswick, N.J, 10/28/1999
IRC Section 704(c) in the Second Ordinary Income vs. Capital Gains Era, N.J.S.B.A. TAX SECTION, 09/15/1998
Pass-Through Entity Operational Tax Issues, N.J.S.B.A. Tax Section, Tax Day in N.J, 05/05/1998
Federal Tax Law Amendments, Presentation to Exxon Annuitants' Financial Club, Chatham, N.J, 12/18/1997
Income Tax Outlook, Presentation to Exxon Annuitants' Financial Club, Chatham, N.J, 11/16/1995
Hot Tips on Taxation IV, N.J.S.B.A Taxation Section, I.C.L.E. Seminar, Woodbridge, N.J, 10/19/1995
Estate and Income Tax Planning for IRA and Qualified Plan Accounts, Presentation to Wealth Builders Equity Corporation, Annual Compliance Meeting, Red Bank, N.J, 10/25/1994
The Final 'Bump-and-Strip' Regulations, Section of Taxation, New York, N.Y, 08/06/1993
Tax Advantage of Partnership and Joint Ventures, N.J.I.C.L.E, 1992
The Proposal to Enable New Jersey State and Federally Chartered Savings and Loans to Adopt a New Jersey Savings Bank Charter: Status, Advantages, Disadvantages and Related Issues, McCarter & English, New Brunswick, N.J, 06/27/1990
Federal Estate & Gift Taxes and New Jersey Inheritance & Estate Taxes: Just the Facts, State and Federal Income Tax Seminar, N.J.S.B.F, New Brunswick, N.J, 02/15/1990
Revenue Reconciliation Act, N.J.S.B.A, 12/06/1989
The Private Letter Ruling Process, Panelist at Fairleigh Dickinson University's Tax Institution, 01/07/1987
Private Letter Rulings or How to Be Sure You're Right, Sixteenth Semi-Annual Tax & Estate Planning Forum, 12/02/1986
Corporate Reorganizations Under I.R.C. 368, Essex County Bar Association, 12/05/1985
Pro-Bono Activities
New Jersey Chamber of Commerce, Tax Committee, Member
New Section 409A Creates New Rules Governing Nonqualified Deferred Compensation, The Practical Tax Lawyer, Summer, 2005
Home In on Mega-Tax Savings, 27 PERSONAL FINANCE 6, April 12, 2000
Business Taxes and Budget Keep Growing in New Jersey, 9 BUSINESS ADVOCATE 4, April, 2004
Anthony Birritteri, Navigating International Law, Complicated World After All, 49 N.J. BUSINESS 36, October, 2003
Are Attorney Contingency Fees Included in a Client's Gross Taxable Income, 18 PRACTICAL TAX LAWYER 7, Fall, 2003
Are Attorney Contingency Fees Included in a Client's Gross Taxable Income, 15 PRACTICAL LITIGATOR 17, January, 2004
Contingent Fees: Client's Taxable Income, 12 N.J.L. 1564, August 18, 2003
What You Should Know About Obtaining IRS Private Letter Rulings, 17 THE PRACTICAL TAX LAWYER 49, Fall, 2002
Repeal of Installment Sale Tax Reporting, 5 BUSINESS ADVOCATE 4, October, 2000
Trust Provides More Than Tax Savings, PHYSICIAN'S MONEY DIGEST 16, May 15, 2000
The Split-Interest Qualified Personal Residence Trust: A New Planning Possibility, ESTATE PLANNER'S ALERT 5, June, 1999
IRS Approves Split-Purchase: Qualified Personal Residence Trust, PROBATE & PROPERTY OF THE A.B.A. 55, March - April, 1999
Non-Elective Pass-Through Tax Classification, 26 TAXATION LAW SECTION NEWSLETTER 1, N.J.S.B.A, February, 1997
New Jersey and Electronic Tax Nexus, 1 N.J. TAX NOTEBOOK 3, August, 1996
The IRC Section 42 Tax Credit, 25 TAXATION LAW SECTION NEWSLETTER 2, N.J.S.B.A, April, 1996
Family Limited Partnerships after Announcement 95-8, N.J.S.B.A. NEWSLETTER, 1995
Taisei: U.S. Agent Did Not Create Permanent Establishment, 6 J. INT'L TAXATION 292, July, 1995
Estate and Income Tax Planning for IRA and Qualified Plan Accounts, 9 PRACTICAL TAX LAWYER 11, Summer, 1995
Hide the Still Abner-Rev'noors Are a Comin, ENTRÉE NEW JERSEY 45, October, 1994
Robert S. Schwartz & Joseph M. Lemond, Low-Income Housing Tax Credit Basics and Financing, 21 REAL ESTATE L.J. 336, Spring, 1993
Understanding the Proposed Partnership Disguised Sale Regulations, 6 PRACTICAL TAX LAWYER 53, Fall, 1991
Report on Notice 90-41 and Certain Other Issues Arising Under Section 514(c)(9) of the Internal Revenue Code Relating to Debt-Financed Real Estate Investments by Tax-Exempt Organizations, SPECIAL REPORT OF N.Y.S.B.A, May 27, 1991
Affiliated and Related Corporations, THE TAX LAWYER, COMMITTEE ON AFFILIATED AND RELATED CORPORATIONS, 1991
Give the Section 42 Housing Credit the Credit It's Due, 124 N.J.L.J. 202, July 27, 1989
The New Section 355 Regulations for Corporate Distributions, 3 THE PRACTICAL TAX LAWYER 57, Spring, 1989
What Counsel Must Know About the New Tax Penalty and Compliance Provisions, 1 PRACTICAL TAX LAWYER 63, Summer, 1987
Editorial Board of The Practical Tax Lawyer, 2018
New Jersey State Bar Association, Taxation Law of Section, Past Chair
Association for Corporate Growth, New Jersey
New Jersey Bar Association, Partnership Taxation Committee, Chair
New Jersey State Bar Association, Supreme Court Committee on the Tax Court, Member
New Jersey Business and Industry Association, Tax Committee, Member
Past Positions
Corporate Reorganization Branch of the Internal Revenue Service, Office of Chief Counsel, in Washington
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