Overview
Daniel Makoski is counsel to Porzio, Bromberg & Newman, P.C. and a member of the firm’s Wealth Preservation Group. His primary areas of concentration are tax planning, tax controversy, transactional business matters, wills, trusts, and estate planning.
Mr. Makoski has extensive experience advising clients on personal income tax matters, including tax-efficient methods of acquiring and distributing assets; negotiating with tax authorities to minimize or eliminate tax deficiencies; appearing in the U.S. Tax Court; and handling IRS appeals. He has also drafted many estate plans, living wills, health care proxies, and powers of attorney. In addition, Mr. Makoski has significant expertise counseling business clients on business formation, mergers and acquisitions, restructuring, governance, and dissolution.
Recognition
- New Jersey Rising Stars® (2015-2018, 2022)
Memberships
- Hunterdon County Bar Association - Member
- Hunterdon County Bar Association - Co-Chair of Trust, Estate, Probate & Elder Law Committee (2019-2021)
- Contextual Family Services, Inc., a non-profit organization - President of Board
- Greater Middlesex Somerset County Estate Planning Council - President (2024-present); Trustee (2021-present)
News
Speaking Engagements
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"Orange is the New Tax," 16th Annual Porzio Employment Law Forum, 10/01/2024
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"Dealing with IRS Criminal Enforcement and Tax Issues in Divorce," Academy for Continuing Professional Education, 9/03/2024
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"State of Vicinage XIII Probate and Equity Practice and the Role of CDR/ADR," 2022 HCBA Virtual Symposium, 4/05/2022