Biography
Erik assists individuals and families by developing efficient estate, gift and generation-skipping transfer tax plans. He prepares wills, trusts, and other estate planning documents, as well as estate and gift tax returns. He also focuses on business succession, interweaving estate, tax and business planning strategies and techniques.
Erik assists clients in business formation and structuring. He prepares various business agreements, including buy-sell agreements, shareholder agreements, partnership agreements and operating agreements. He also advises clients in financial transactions from a business and tax perspective, including business sales, purchases and reorganizations.
Erik often lectures for accountants, attorneys and other professionals, and has presented for various professional organizations, including the New York State Society of CPAs, the National Conference of CPA Practitioners, the Chinese American Society of CPAs, and the National Business Institute. He has also written articles for various publications, including the New York Law Journal and the Journal of the Nassau County Bar Association.
Erik completed his LL.M in Taxation at New York University School of Law. He earned his Juris Doctor from Loyola Law School in Los Angeles, where he received honors in the Corporate Law concentration. He also received a Bachelor of Arts in Economics from Boston College.
Education
- LL.M in Taxation, New York University School of Law
- J.D., Loyola Law School, Los Angeles
- B.A., Boston College
Presentations
- S Corporation with Accumulated Earnings and Profits – Joint Committee Meeting of the New York State Society of CPAs (NYSSCPA) – September 16, 2025
- Theft Losses After the TCJA – Joint Committee Meeting of the New York State Society of CPAs (NYSSCPA) – July 9, 2025
- Net Operating Losses in Business Buy-Sell Transactions (Section 382 Limitations) – Joint Committee Meeting of the New York State Society of CPAs (NYSSCPA) – May 20, 2025
- Handling Estate Administration Tax Issues – National Business Institute – December 16, 2024
- Now Is the Time: Form 706 and Form 709 – National Conference of CPA Practitioners (NCCPAP) Annual Tax Symposium – November 21, 2024
- Everyone Says I Need a Trust: What is a Trust? – CBMS Networking Presentation – May 22, 2024
- Estate Administration for CPAs – National Conference of CPA Practitioners (NCCPAP) Annual Tax Symposium – November 17, 2023
- Federal Gift Tax Regime and Reporting on Form 709 – Chinese American CPA Association – June 21, 2023
- Estate Planning Before 2026 (and Beyond) for Married Couples – Lorman Education Services – September 21, 2022
Publications and Insights
- Taxable Gift Reporting on Form 709, New York Law Journal, February, 2022
- “Reviewing Your Estate Planning During COVID-19”, CBMS, April 17, 2020
- “Federal Estate Tax Opportunities“, Nassau Lawyer, Journal of The Nassau County Bar Association, March 2018
- “New Revenue Procedure Provides Simple Method to Make Late Portability Election”, WealthCounsel Quarterly, January 15, 2018
Recognitions
- Super Lawyers Rising Star – (2021-2025)
Community Positions
- Board Member of Long Island Lutheran Middle and High School (LuHi), an independent 6th through 12th grade school located in Brookville, New York (2017- current)