Scott Testa

Scott Testa

CPA, JD, Partner

100 Eagle Rock Avenue
Suite 200
East Hanover, NJ 07936
p 973.929.3612
f  973.929.3613

Scott Testa is a partner at Friedman LLP specializing in the tax and business advisory needs of high-net-worth individuals. He is the leader of the firm's Estates and Trusts Tax Practice. Previously, Scott worked for twelve years in the private client advisory services group of a Big Four firm.

 



Expertise

Scott works extensively in the areas of income tax planning and preparation, estate, retirement, cash flow and risk management planning for high-net-worth individuals, corporate executives of major companies and closely held business owners. His areas of expertise include research and writing in all areas of individual, corporate and estate and gift taxation. Scott provides a wide range of services to help clients achieve tax savings.

His expertise includes:

  • Income tax planning and preparation
  • Estate planning and generation skipping transfer taxes
  • Stock option planning, including income tax projections, AMT analysis and investment considerations
  • Retirement and investment planning, including education planning and charitable giving

Scott is well versed in various transfer tax planning techniques such as GRATs, Family Limited Partnerships, Charitable Trusts, QPRTs, Life Insurance Trusts and Annual Gifting.

Affiliations
  • American Institute of Certified Public Accountants
  • New Jersey Society of Certified Public Accountants