Insights
Deal Team M&A Insights Through Mid-2024
Read MoreJoseph Falanga has dedicated more than thirty years to serving the personal tax and financial needs of high-net-worth family groups, closely held business, and individuals.
Joe has represented clients before the IRS and New York State Department of Taxation and Finance. He provides litigation support for trusts and estates, plus estate and trust planning and administration, and charitable planning and administration. He also provides guidance for family and business succession and governance, international trusts and estate compliance, closely held/privately owned companies, and family-held real estate companies.
Joe has appeared on CNN, Fox, and NBC to discuss various tax issues. He has formerly served as President of National Association of Estate Planners & Councils; President of New York City Estate Planning Council; Chairman of Estate Planning Committee NYSSCPA; Chairman of Fiduciary Income Tax Committee NYSSCPA; and Director Pace University Alumni Association