
Tax Partner
STACE
N. BALITSOS, CPA
Stace has over 20 years experience in all
aspects of taxation including income tax planning for closely held
businesses and high and middle net worth individuals, estate and gift tax
planning, income tax planning for estates and trusts and client
representation before federal and various state and local taxing
authorities.
SPECIAL EMPHASIS:
Stace covers many areas of business, individual and institutional taxation
affecting our clients, including multistate business operations. He
oversees and directs the registration procedures and filings for businesses
entering and withdrawing from various states in the U.S. He is a
former revenue agent with the Internal Revenue Service for more than 4 years and is now our leading partner representing our clients in income, estate,
sales and payroll tax matters with federal, state and local tax authorities. Stace also represents our clients in tax collection matters including
arrangement of installment agreements and submissions of offers in
compromise.
Stace is involved in every aspect of our tax practice and he specializes
in estate and gift tax planning, estates and trusts income taxation and
retirement distribution planning, including IRA's, 401(k)'s, pension and
profit sharing plans. In addition, Stace oversees the preparation of
"formal accountings" of estates and trusts for various surrogate
courts and assists in the proper administration of estates.
MEMBER OF:
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants, served on various
committees including:
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Closely Held and S Corporations and Relations with Internal Revenue Service
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Stace is a CPA licensed to practice in New York State.
Please contact us:
Freeman & Davis LLP
14 Penn Plaza
(225 West 34th Street)
New York, NY 10122-0397
Tel: 212 594-8155
Fax: 212 465-0520
email: info@freemandavis.com

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