Simon Levin is Chair of the Firm’s Tax and Financial Planning Practice Group. He has over thirty-five years of experience with in-depth and innovative tax and financial planning expertise for businesses and individuals. Mr. Levin has written and lectured widely on various tax topics. His articles have appeared in The Journal of Taxation, New Jersey State Bar Association Journal, Pension and Profit-Sharing Tax Journal, Taxation for Lawyers, Taxation for Accountants, The Metropolitan Corporate Counsel, New Jersey Law Journal, CCH Financial and Estate Planning Reporter and Research Institute of America Estate Planners Alert. He co-authored the book, Estate Planning and Administration in New Jersey, and the American Institute of Certified Public Accountants’ textbook on Taxation of Investors in Securities and Commodities.
An active member in community affairs and state politics throughout his career, Mr. Levin served as a member of the Department of the Treasury Transition Team for Governor Christine Todd Whitman and as a member of the New Jersey State Treasurer’s Tax Advisory Group. The State of New Jersey has awarded Mr. Levin its highest honors for service to the State and its people, The New Jersey Meritorious and Distinguished Service Medals.