Real Estate Sales

DAVID N. KASS

** ******** ****, ******, ** ***** ? Tel #

516-***-**** ? **********@*****.***

SUMMARY

Highly innovative "hands on" legal and tax professional with extensive

experience and proven track record in all aspects of estate, succession,

elder law tax planning; proficient in estate/trust document drafting,

administration, tax preparation and forensic accounting. Extensive tax

background - resourceful and technologically proficient in successfully

representing clients in audits before IRS and NY State and litigation in

New York Surrogate's, Supreme and Appellate Courts.

Strengths include creativity, problem solving and ability to

motivate and inspire client

confidence. Dedicated self-starter, able to quickly analyze and

assess needs and concerns

in order to recommend viable solutions.

EXPERIENCE

March 2002 to Present David N. Kass, Attorney at Law

Roslyn, NY

Manage law practice serving clients in Nassau and Suffolk Counties and the

NY Metropolitan Area. Areas of focus are estates/trusts, corporate,

commercial law (UCC), real estate (commercial/residential) law with an

emphasis on estate and trust based planning, elder law, accountings, audit

representation, arbitration, asset protection, income tax planning and

related litigation. Responsibilities:

. Prepare, develop and implement estate/trust tax, family succession,

elder law plans - draft wills, trusts (tax savings, special needs,

charitable), powers of attorney and advanced directives;

. fiduciary administration, accountings (court/informal), receipts and

releases, trusts/estate tax returns and income tax preparation;

. represent clients in audits by IRS and NY State involving estates and

trusts, income tax and sales tax matters;

. Worked as the chief tax return reviewer for Israeloff Trattner & Co.

for estate, gift tax, and fiduciary income tax returns. Israeloff

Trattner is a medium sized accounting firm in Garden City, N.Y.

. Appointed the Managing Attorney in New York State for the Law Office

of Victor W. Luke, a national law firm concentrating in the fields of

personal bankruptcy and debt relief

. Appointed an arbitrator for the National Arbitration Forum deciding

cases between the credit card companies and their credit card users

. represent fiduciaries, individuals, corporations in litigation before

Surrogate's, Supreme and Appellate Courts;

. corporate law - incorporations/dissolutions, establish corporate

entities, draft buy/sell, severance, retirement agreements;

. conduct real estate (commercial/residential) transactions, e.g.,

contracts/closings, etc;

. prepare all ground work necessary to establish charitable foundations,

defined benefit (pension/profit sharing) plans;

. prepare tax and asset protection plans utilizing trusts, limited

liability corporations, family limited partnerships, defective trusts,

etc.

September 1977 to February 2002 Law office of Daniel Millman, Esq.

Roslyn, NY

Focused on estate planning/implementation/administration - with a heavy

concentration on tax planning and drafting of wills, trusts - testamentary,

living and charitable, powers of attorney and advanced directives. Due to

size of firm became involved in commercial, real estate transactions,

estates, trusts and tax law work which included drafting of related

documents and analyzing tax ramifications. Represented clients in:

. drafting and implementation of estate, succession and asset protection

plans including all document preparation;

. estate tax audits, audit appeals and offers in compromise (obtained

record savings of $1million+);

. estate administration, construction proceedings and litigation in

Nassau, Westchester, Queens and New York Counties;

. established (incorporated) C and Sub-S Corps., provided advice and

prepared shareholder, cross-purchase and buy/sell agreements;

. reviewed and advised corporate clients regarding employment contracts,

"Golden Parachutes", severance packages and non-compete situations;

. advised clients applying for not for profit status, prepared

applications and report documents and submitted to IRS and NY State.

Job Chronology and Positions Held:

Began professional career as Staff Tax Accountant with Touche Ross &

Company, where I conducted certified audits, oversaw and prepared

transactions related to clients' accountings and budgets; recommended and

structured implementation of company budgets, analyzed company financial

results with respect to profits, trends, costs and compliance, presenting

findings and recommendations to senior management. Upon receiving

recognition and increased responsibility, relocated to Reich Weiner &

Company as Semi Senior Accountant, performing diversified accounting and

auditing client assignments under the direction of senior partner;

demonstrated competency and expanded my technical skills, work quality and

application of professional and company standards; assisted in developing

and maintaining all necessary accounting policies and systems, including

general ledgers and financial reporting. Subsequently joined Brandt,

Pollack, Kass, Wilkens & Company, as Partner & Senior Accountant, managing

audits, reviews, prepared financial statements, payroll and sales taxes,

corporate and individual income tax returns; handled tax audits before IRS

and NY State (income, employment, worker's compensation, unemployment

insurance and estate taxes). Upon obtaining my law degree, transitioned to

law firm of Daniel Millman, Esq., as an associate where I was able to

integrate my accounting background and expertise into my practice of law

focused on estates, trusts, corporate tax, commercial business and real

estate related matters.

SKILLS: Microsoft Office (Excel, Access, Word and PowerPoint); General

Ledger, Tax Programs - Lacerte, Peachtree, legal research

CCH, BNA

EDUCATION: St. John's University School of Law, Jamaica, NY J.D.

Degree State University of NY (SUNY), Albany,

NY B.S. Degree (Accounting)*

* Graduated Cum Laude

PROFESSIONAL NY State Bar - Admitted

CERTIFICATION NY State Certified Public Accountant (CPA)

& LICENSING: Accredited Estate Planner (National Association of

Estate Planning Councils)

NY State Licenses - Life and Health Insurance

Arbitrator - American Arbitration Association (Commercial

Law Dept)

PUBLICATIONS: Bar Association "Nassau Lawyer" publication - Revocable

Living Trusts, Charitable Trusts, The Tax Effects of

Cancellation of Indebtedness (March 2011 issue), and The

Unrelated Business Tax on Not For Profit Entities (March

2012 issue)

MEMBERSHIP: Nassau County Bar Association, National Conference of CPA

Practitioners, Estate Planning Council of Nassau County

PERSONAL: Hiking, tennis, mountain biking, classical music (cellist),

member of Roslyn Historical Society, coin collector

(lecturer), Attorney Mentor - Tax Law, Estates & Trusts and

Corporate Law, have entered the poetry.com poetry contest 7

times and have had my poems win semi-final honors 5 times

being published in their poetry volumes.

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