Richard Goldstein

J.D., Senior Principal J.D., Senior Principal

EXPERIENCE HIGHLIGHTS

Richard Goldstein is a Senior Tax Principal and Co-Leader of Berdon LLP’s State and Local Tax Group with more than 25 years of professional experience. He advises Fortune 500 and middle market businesses as well as high net worth individuals. Richard works with clients on state and local tax matters primarily involving corporate income and franchise tax, sales and use tax, personal income tax, unincorporated business tax, commercial rent tax, hotel occupancy tax, and real estate transfer tax.

Richard applies his extensive knowledge and technical expertise to provide the following services:

  • Consulting on income and franchise tax and sales and use tax nexus issues
  • Consulting on business income tax allocation and apportionment issues
  • Representing clients in SALT audits, appeals, and voluntary disclosures
  • Evaluating transactions to minimize the SALT impact
  • Providing SALT domicile/resident status planning
  • Identifying SALT refund opportunities and coordinating the filing of claims
  • Consulting on independent contractor and employee tax classification issues

PROFESSIONAL MEMBERSHIPS AND ACTIVITIES

American Bar Association

Lawline (FurtherEd)

  • Faculty Member for Continuing Legal Education

New York State Bar Association

  • Tax Committee on Individuals
  • Committee on New York State Taxes
  • Committee on New York City Taxes

As an active thought leader, Richard writes and presents on numerous state and local tax topics, including:

  • New York personal income tax resident status determination and implications including planning and audit defense
  • Income and franchise tax as well as sales and use tax nexus (including Wayfair and Public Law 86-272)
  • Income tax apportionment and allocation, and non-grantor trust multistate taxation

EDUCATION

Richard holds a Juris Doctor degree from Fordham University School of Law and a Bachelor of Science in Economics from Cornell University.