Alan E. Weiner

Attorney | Dual Practitioner | Accountant

Address:

15 Audley Court Plainview, NY 11803-6004 United States

Contact:

Phone: (516) 672-8290

CPA States

NY

Practice Areas

Accounting-Tax
Estate Planning/Wills
Tax-Federal
Limited Liability Companies

Biographical Info

Alan E. Weiner, Tax Partner Emeritus-Baker Tilly Virchow Krause, LLP, 2013 – 2017 (formerly Holtz Rubenstein Reminick LLP Partner Emeritus, Founding Tax Partner, 1975); Senior Tax Partner, 1975-2008; and Chairman of the Tax Function, 1975-2006); Certified Public Accountant 1967, New York; Admitted to bar 1969, New York; 1969, Tax Court; 1995, U.S. Supreme Court. Preparatory education, City College of New York (B.B.A., 1963); Legal education, Brooklyn Law School (J.D., 1968); Graduate education, New York University (LL.M. in Taxation, 1972).

Member: Leukemia Society of America, Long Island Chapter (Trustee, 1987-98; Treasurer, 1990-92, 1996-98); American Horse Council, 1993-2008; Estate Planning Council of Nassau County, 2011-present (Executive Board Member, 2013-2020); American Academy of Attorney-CPAs (Long Island Chapter IRS Liaison, 2009-present; Federal Taxation Committee, 2010-present; Chairman, IRS Long Island Tax Practitioner Liaison Committee, 2011-2013); American Institute of Certified Public Accountants (AICPA Council, 1997-2000; “S” Corporations Committee, 1994-97; Tax Accounting Committee, 1990-1993 and 1982-1985; Partnership Taxation Committee, 1986-1989); Editorial Advisory Board, The Tax Adviser, 1997-2001; Long Island Trusts and Estates Discussion Group, 2009-present; New York State Society of Certified Public Accountants (President, 1999-2000; Treasurer, 1995-97); Judge, Excellence in Financial Journalism, 2008-2015; Chairman, Tax Simplification Task Force, 2003-04; Relations with the Legal Community Committee, 2002-2009; Task Force on Restructuring the Internal Revenue Service, 1997; Board of Directors, 1992-95; Partnership Tax Committee, 1996-present; Chairman, Tax Division Executive Committee, 1993-95; Chairman, Clinton Tax Proposals Task Force, 1993; Limited Liability Company Task Force, 1992; Chairman, Tax Plenary Session, 1991; Chairman, Partnership Tax Committee, 1989-91; Closely Held and “S” Corporations Committee, 1991-95; Tax Division Oversight Committee, 1986-1987; Editor, Federal Tax Column, The CPA Journal, 1983-1985; Tax Accounting Problems Committee, 1981-1984); Nassau County (Chairman, Federal Tax Committee 1986; Chairman, Estate Planning Committee, 1973-74); Foundation for Accounting Education (President, 2000-01); Nassau County Bar Association (Surrogate’s Court Committee; Business Law, Tax, and Accounting Committee); Suffolk County Bar Association (Tax Law Committee; Elder Law Committee; Surrogate’s Court Committee; Chairman, Bi-County Committee of Attorney/Accountants 1990-91); President, Estate Planning Council of Suffolk County, 1978-79 and founding member, 1976-present; DFK International (Executive Committee, 1997-2006; Vice President of the Americas, 1997-2000, and 2003-2006; Chairman, International Tax Committee, 1990-95); DFK/USA (Chairman, Tax Committee, 1979-1981). Creator: DFK International (Electronic) NewsBrief From Around The World (2006); Creator and Editor: “DFK International Worldwide Tax Overview” (1992-2000).

Author: “All About Limited Liability Companies & Partnerships” (1994); “Becoming Successful in Today’s Professional World,” The CPA Journal (2020); Republished with permission in AAA-CPA Weekly Alert (2020) and DFK International Special Newsflash (2020); “The Practical Aspects of Qualified Charitable Distributions From a Traditional IRA”, The Nassau Lawyer (2019) and updated version, The Suffolk Lawyer (2020); “Top Ten List of Why Attorneys Need to be Concerned about Partnership Tax Audits”, The Suffolk Lawyer (2018); “The Ins and Outs of Owning a Losing Investment in an IRA,” The Tax Adviser (2016). “Guest Editorial – Then and Now: It’s Amazing What CPAs Can Do-Practicing Internationally and Leading Locally”, The CPA Journal (2015); “Working With the Medicare Surtax on Net Investment Income – What Have We Seen?,” The Nassau Lawyer (2014) and The Suffolk Lawyer (2015); “Medicare Surtax on Investment Income: Analysis and Planning,” The Nassau Lawyer (2013); “The PTIN Redux!,” The Suffolk Lawyer (2013); “The PTIN Renewal Train is Leaving the Station — Don’t Miss It”, AAA-CPA Weekly Update (2012); “Preparer Tax ID Number: Revisited and Up for Renewal”, NYSSCPA Tax Stringer, The Suffolk Lawyer (2011); “Practically Speaking, the Best and Worst of LLCs,” The Nassau Lawyer, NYSSCPA Tax Stringer (2010); “Preparer Tax Identification Number (“PTIN”)-SSN; Attorney Reg. #; Driver’s License- -and Now Another Number That You May Need by January 1, 2011,” The Nassau Lawyer, The Suffolk Lawyer (2010); “The Madoff Affair,” DFK International Annual Review (2009); “Tax Aspects of Bifurcating Husbands and Wives,” The Suffolk Lawyer (2008); “DFK-One Member’s Perspective,” DFK International Annual Review (2008); “Long-distance Telephone Excise Tax Refunds–2006 Tax Returns Affected,” The Nassau Lawyer, The Suffolk Lawyer, The Tax Adviser (2006); “Ask The Expert: Oops, Don’t Take My Tax Advice,” Stanley Zarowin technology item corrected by Alan E. Weiner, Journal of Accountancy (2006); “Inadvertent Tax Opinions by Real Estate, Matrimonial, Negligence and All Other Attorneys (Circular 230),” The Nassau Lawyer (2005); “New York State LLC/LLP Annual Fee Changes,” The Nassau Lawyer (2003); “New New York State Tax Payments Due by Some Partnerships and S Corporations,” The Suffolk Lawyer (2003); “JCWAA’S Effect on the Deemed Sale Election,” Journal of Taxation (2002); “The Shrinking Capital Gains Tax,” Investment Advisor (2002); “Guest Editorial: In Hindsight, I’d Still Be an Accountant”, The CPA Journal (2002); “Potential Reduction in Capital Gains Tax Rate Requires New Planning and New Record Keeping Now,” Journal of Taxation (2001); “The New Capital Gain Tax Rate,” The Tax Adviser (2001); “The Euro a Year Later,” 2000 International Trade Desk Manual (2000); “The Euro is Born-What Attorneys Need to Know,” The Nassau Lawyer (1999); “The Euro is Born-Why CPAs Need to Know About It,” The CPA Journal (1999); “Designing Tax Library 2000,” Journal of Taxation (1994); “Are You Examining Markets for Overseas Expansion? Consider This Ten-Step Approach,” International Trade Desk Manual (1997); “Recent Letter Ruling Must Be Considered Before Bequeathing Retirement Account to Private Foundation,” The Tax Adviser (1996); “Expanding Overseas? Get the Facts and Weigh the Alternatives,” International Trade Desk Manual (1996); “Overseas Contacts Are So Important,” L.I. Trade Desk Manual (1994); “Temporary Regs Needed For Single-Member LLCs,” Accounting Today (1994); “Considerations When Asking: To Be or Not To Be an LLC?,” The Tax Adviser (1993); “A Guide to the Limited Liability Company,” The Suffolk Lawyer (1993); “In Europe, Don’t Fall Into the VAT,” L.I. World Trade Magazine (1993); “Controlling Employee Health Care Costs,” Economic Times (1992); “Tax Deductions: The Spa or Pool As A Medical Prescription,” Aqua Magazine (1990); “The ’87 Revenue Act’s Option to Retain a Fiscal Year: Making the Decision,” The Practical Accountant (1988); “How to Handle an Accounting for an Estate,” The Practical Accountant (1976 and 1986); “Coping With the Alternative Minimum Tax May Require Unusual Planning Strategies,” Journal of Taxation (1984); “Tax Reporting Overview – Tax Methods of Accounting,” Walker’s Estimates & Constructions Journal (1984); “The Alternative Minimum Tax: A Practical Primer for Investors,” Journal of Taxation of Investments (1984); “Taxability of Income Earned on Minor’s Personal Injury Award,” The Nassau Lawyer (1983); “Working With the New Tax Law: Problems and Planning Opportunities,” The Practical Accountant (1982); “TEFRA and the Attorney’s Practice,” The Nassau Lawyer (1982); “Interesting Aspects of the Economic Recovery Act of 1981,” The Nassau Lawyer (1981); “Analyzing a Tax Sheltered Investment,” The Nassau Lawyer (1978); Columnist, Suffolk County Life Underwriters Association (1976-1979).

Lecturer: Various organizations – “The Practical Business, Tax and Legal Aspects of the Limited Liability Company/Limited Liability Partnership” (1994-2019), formerly a CLE accredited program; Various Organizations – “Working With the Medicare Surtax on Net Investment Income-What Have We Seen?” (2014-2015), formerly a CLE Accredited Program; NYSSCPA/Foundation for Accounting Education, Nassau and Suffolk County Bar Associations and Estate Planning Councils, Long Island Trusts and Estates Discussion Group, and AAA/CPA Member Study Group – “Medicare Surtax on Net Investment Income-Analysis and Planning After the Final Regulations and New Proposed Regulations” (2013 and 2014); Society of Financial Service Professionals-“Spared From the Fiscal Cliff-The American Taxpayer Relief Act of 2012 (2013); New York State Bar Association – Chairman, “Accounting for Lawyers” (2004); Nassau County and Suffolk County Bar Associations – “LLCs, A to Z” (2013),”Tax Aspects of the Sale of a Professional Practice” (1992), “Interest Expense Deductions” (1989), “Preparation of Federal Estate Tax Return” (1983); NYSSCPA/Foundation for Accounting Education-“Update on S Corporation Developments–What’ “S” New? (1990), “Advanced Partnership Tax Planning” (1987), “Purchase, Sale and Liquidation of a Corporation” (1986); UJA-Federation Long Island Estate, Tax and Financial Planning Conference-“Business Form: The Alphabet Soup of Choice–LLC, LLP, S, C, LP, QSST, REIT, …” (1995), “S”tate Planning for “S” Corporation Shareholders” (1991), “The S’ing of America (“S” Corporation Advantages)” (1989), “Fiduciary Income Taxation” (1988), “New York State Corporate Tax Reform Act” (1987); DFK International-“Madoff and More-Income, Gift, Estate, and Accounting Issues-Past, Present and Future” (2009): “Civil and Criminal Tax Penalties” (1994), “U.S. Resident Alien Tax Status” (1987).

Instructor: Faculty Bank, Foundation for Accounting Education (1976-present); Hofstra University, CLU Instructor (1973-77).

Honors/Listings: Martindale-Hubbell 2020 AV Preeminent Rating, Judicial Edition; Albert Nelson Marquis Lifetime Achievement Award (2018); Bernard M. Baruch College Alumni Association-2017 Alumni Leadership Award for Business; Newsday WINNERS (2017); New York State Society of Certified Public Accountants Distinguished Service Award (2011); DFK International 2007 Kenneth McQuillan Lifetime Achievement Award; DFK/USA Lifetime Achievement Award (2007); Honorary Lifetime Member – DFK Canada (2006); Award of Recognition, Suffolk County Bar Association (1995 and 2005); Board of Advisors, Financial Manager Magazine (1988-90); Nation’s Best Tax Practitioners, Money Magazine (1987); Founder, Long Island Accountants’ Blood Bank Drive (1982); Who’s Who in America; Who’s Who in American Law; Who’s Who in Finance and Business; Who’s Who in the East.