Menu
Log in

Philadelphia Estate Planning Council

Member Public Profile

  • Home
  • Member details

Hal Margolit

Withum Smith + Brown

 

Member profile details

First name
Hal
Last name
Margolit
Suffix/Designations
CPA/MST
Organization
Withum Smith + Brown
Title
Tax Principal
Website
 

Additional Membership Information

Primary Discipline
Accountant
Secondary Discipline(s)
  • Financial Planning
Professional Bio
* Over 20 years of experience in a variety of industries including real estate, manufacturing, professional services, retail, wholesale, not-for-profit entities and individual planning
* Specializes in tax compliance and planning for high-net-worth individuals and the business entities they are associated with.
* Trusted business advisor to our clients on operating their businesses through a variety of entity types, such as C Corporations, Subchapter S Corporations, Partnerships, Limited Liability Companies, Sole Proprietorships, Personal, Trust and Estate Planning as well.
* Regularly represents clients before the IRS and other governmental jurisdictions for tax audits, negotiations of offers in compromise, and tax installment payment arrangements

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

Powered by Wild Apricot Membership Software