Annual Tax Seminar (E1911819)

Isabelle R. Jacobs is an associate in Cole Schotz P.C.'s Corporate, Finance & Business Transactions and Tax, Trusts & Estates Departments. She is based in the firm’s New Jersey office. Prior to pursuing her legal career, Isabelle worked as an Analyst in Sales and Trading at UBS Investment Bank and as an Associate with Morgan Stanley Wealth Management. She currently sits on the Board of Trustees for Spectrum for Living, a non-profit organization dedicated to serving individuals with developmental and/or physical disabilities.

Isabelle earned her Bachelor of Arts from Wesleyan University and her Juris Doctor, cum laude, from Benjamin N. Cardozo School of Law.

Tilesha provides training to Division employees and educates the public on all taxes and property tax relief programs administered by the State. She also instructs courses on professional development, leadership and team building skills.

She began her career with the Division’s Customer Service Call Center where she received extensive training. After a few years and wanting to fulfill her love for teaching, she joined Taxation University Team.

She’s happily married and a mother of two. She’s also the Creative Arts Director at her church and loves to travel. Let’s just say she keeps busy.

Nicholas is a Managing Director in BDO’s State and Local Tax practice. He advises the firm’s clients on a variety of multistate tax matters involving direct and indirect taxation, with a specialty in issues involving New York’s corporate tax reform and real estate transactions.

Nicholas also represents clients in multistate SALT audit controversies regarding all income and excise tax matters, including the NYC Unincorporated Business Tax.

As a member of BDO’s transaction advisory services team, Nicholas advises the firm’s acquisitive clients on the SALT implications of mergers and acquisitions, including income/franchise taxes, sales and use taxes and real property transfer taxes. He provides multistate state tax advice to clients on formation and complex business transactions, including distributions, property acquisitions and dispositions, liquidations and reorganizations.

Prior to joining BDO, Nicholas worked in the transaction tax group at a big four, and the tax practice of a law firm in New York City.

Alexis is a Taxpayer Service Representative in the Taxation University Branch. She provides instruction for all tax types, computer science, and teaches personal and professional development skills in areas such as leadership and team building. Alexis’ vast tax knowledge, presenting history, and cheerful engaging disposition make her a sought after and often requested public speaker.

Alexis started with the Division’s Customer Service Center in 2001. She has since worked with the Customer Service Center Training Department and served as the administrator and trainer of the Division’s internal training department.

Alexis provides various courses and workshops to the public on taxes and programs administrated by the Division of Taxation. Her knowledge of New Jersey tax responsibilities and her experience with Internal Training has given her the opportunity to assist Division employees, New Jersey residents, small businesses, and tax professionals.

Alexis is happily married, enjoys traveling, and is a singer.

Brian Rose is a Tax Partner in the New York City Office of BDO USA, LLP, where his area of focus is in financial reporting for income taxes, tax compliance, tax advisory and assisting companies with process redesign of their tax function. Brian has more than 13 years of experience in the income tax life cycle across diverse industries, including retail & consumer products, professional services, technology, life sciences, manufacturing & distribution.

Brian joined BDO from his previous Big Four Firm where he began his accounting career.

Geoffrey Weinstein, special counsel in the Tax, Trusts & Estates Department, counsels those with business and personal interests in the greater New York City metropolitan area and South Florida. He is known as a creative advisor and problem-solver who assists in developing tax planning strategies that preserve wealth and a dedicated advocate who resolves tax controversies. Geoff advises on estate planning that involves wills, trusts, powers of attorney and healthcare directives. Following a death, he advises on estate administration and probate litigation. For businesses and individuals, he advises on taxation of executive compensation, including stock option incentives and nonqualified deferred compensation arrangements. He also reviews executive employment and severance agreements for Section 409A compliance. When tax controversies arise, Geoff represents taxpayers before federal, state and local tax authorities at all stages of the administrative process, from audit through administrative appeal. He has discretely handled numerous high-net worth residency cases in New Jersey and New York, consistently netting favorable results through confidential closing agreements that avoid the publicity of litigation. In addition, Geoff works closely with other members of the Cole Schotz team to resolve sales and use and corporate business tax audits with state tax authorities. In cases where taxpayers neglected to file tax or information returns, or have compliance issues involving offshore bank accounts and other assets, Geoff has achieved positive results through participation in federal and state voluntary disclosure programs and procedures. Geoff also represents taxpayers in sensitive “egg shell” tax audits that include exposure to possible criminal charges and/or civil fraud penalties. He has represented U.S. and non-U.S. resident taxpayers from around the world, including Europe, the Middle East, Asia, and India. For those matters that require litigation, Geoff has prosecuted many cases to successful conclusion. Geoff is a frequent lecturer on handling tax controversies at the federal and state level and advising on state tax updates. He is licensed to practice law in New Jersey, New York, and Florida, and has specific admittance to the United States Tax Court and the Southern District Court of New York.