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Sy Goldberg, CPA, MBA, JD, a senior partner in the Jericho law firm Goldberg & Goldberg, P.C., is Professor Emeritus of Law and taxation of Long Island University. He has taught many CPE courses on retirement distribution planning at the state and national level and has taught CLE courses for the New York State Bar Association, local bar associations and law schools. He has been quoted in major publications, including

The New York Times, Forbes, Fortune, Money Magazine, U.S. News & World Report, Business Week, and The Wall Street Journal, and has been interviewed on CNN, CNBC, and WCBS. Formerly associated with the IRS, he has been a member of the IRS Northeast Pension Liaison Group for over 15 years, and has been involved in conducting continuing education outreach programs with the IRS on the retirement distribution rules. He has authored guides for the American Bar Association and the America Institute of CPAs on retirement distribution rules. In addition, you may be interested in a consumer’s version entitled “Inherited IRAs: What Your Family Needs To Know” published by J.K. Lasser (JKLasser.com).

Please contact Sy at info@goldbergira.com or www.goldbergira.com

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About the Author: Sy is a senior partner in the Jericho law firm Goldberg & Goldberg, P.C., is Professor Emeritus of Law and taxation of Long Island University. He has authored guides for the American Bar Association and the America Institute of CPAs on retirement distribution rules. In addition, you may be interested in a consumer’s version entitled “Inherited IRAs: What Your Family Needs To Know” published by JKLasser.com

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