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Brad D. Shalit

Partner

Overview

Brad Shalit provides experienced tax planning counsel to individuals, businesses, nonprofit organizations and estates and trusts, with a particular emphasis on estate planning and asset protection planning. He brings a skilled and innovative approach to planning estates from $10 million to more than $500 million dollars, as well as advising family foundations, public charities, closely held corporations, partnerships and limited liability companies on significant tax issues.

In addition to his practice, Brad lectures extensively on estate planning, asset protection and related tax matters.

Activities

Professional and Community Affiliations

  • New Jersey State Bar Association
  • New York State Bar Association

Presentations

  • "Trusts: What You Need To Tell Your Clients Now,"Morris/Sussex Chapter’s Annual Tax Seminar, Randolph, New Jersey (December 5, 2014)
  • "Estate Tax Update" presented to NJSCPA Morris/Sussex Chapter’s Annual Tax Seminar, Mount Olive, New Jersey (December 7, 2012)
  • "Estate Tax Update," Morris/Sussex Chapter of the New Jersey Society of Certified Public Accountants (November 2, 2012)
  • Program entitled: "Asset Protection in the Estate Planning Process," Mr. Shalit provides CPA and CFP credit to local professionals (June 19, 2012)
  • NPAPA program entitled: "Asset Protection and Estate Planning," Mr. Shalit provides CPE credit to local professionals (June 12, 2012)
  • “2010 Tax Law Changes,” New Jersey Society of Certified Public Accountants (March 2011)
  • "Preparing for State Tax Audits," Commercial Food Equipment Service Association (CFESA) 2011 Spring Conference (February 2011)
  • "Top Five Estate Planning Checklist You Should be Telling Your Clients Now," New Jersey Society of Certified Public Accountants (NJSCPA) (December 2010)
  • CFESA program entitled: "What You need to Know About Tax Audits and How to Prepare" (November 2010)
  • "What You Should Be Telling Your Clients Now," Georgian Court University Planned Giving Advisory Council (November 2010)
  • "Estate Planning and Asset Protection for Modern Families," New Jersey Corporate Counsel Association (NJCCA) Diversity, Women's Networking and Career Management Committees (May 2010)
  • "Advanced Estate Planning and Asset Protection," Financial Planning Association of New Jersey (FPANJ) Conference (May 2010)
  • "Estate Planning," NJSCPA Passaic County Chapter Annual Tax Seminar (November 2009)
  • NJSCPA program entitled: "CPAs/Bankers Breakfast Networking Meeting: Asset Protection," Mr. Shalit discussed the various types of asset protection techniques and business structures, including the selection of business entities as well as domestic and foreign trusts (September 2009)
  • NJSCPA educational program entitled: "Practitioner's Liability," Mr. Shalit discussed the potential liability to accountants who serve as the fiduciary for their clients (December 2008)

News & Insights

Honors

New Jersey Super Lawyers Rising Star (2009, 2011-2012)

Education

New York University School of Law (LL.M., Taxation, 2000)

Hofstra University School of Law (J.D., 1997)

Lehigh University (B.S., 1994)

Admissions

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