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Howard J. Wiener, J.D., LL.M.

Tax Lawyer in Palm Beach

Attorney Howard J. Wiener is Board Certified in taxation, and served as an Adjunct Professor of Law at the University of Miami School of Law for over 10 years. As the founder of Howard J. Wiener & Associates, P.L., his practice is concentrated on legal issues pertaining to individual taxation, employee benefits, wealth management, inheritor's trusts (§678) and estate and asset protection planning for high–net-worth individuals and business owners. Attorney Howard J. Wiener is experienced in a variety of different areas of law.You can rest assured Howard will represent you and your interests to the best of his abilities.

Howard is experienced in the following areas:

  • Trusts
  • Estate administration
  • Planning for lottery winners
  • Corporate mergers/ Acquisitions/ Reorganizations
  • Family limited partnerships/sales to intentionally defective grantor trusts
  • Business formations and operations
  • Employment and Buy-Sell Agreements
  • Complex federal tax audits, and controversies
  • Appellate practice before the IRS
  • Employee benefit claims before the U.S. Department of Labor
  • Expert witness in Federal Tax matters
  • Qualified and Non-Qualified Deferred Compensation Plans
  • 501(c)(3) Tax Exempt Organizations

Practice and Experience

Mr. Wiener currently advises and represents Fortune 500 companies, their CEO's and Chairmen of the Boards, numerous Banks and Trust Companies, prominent Best Lawyers in America, Federal and State judges, professional athletes, their trainers and coaches, artists, authors and entertainers, federal and state court judges, representatives and congressman, motion picture producers, directors and actors and off-Broadway ensembles. In addition, Mr. Wiener has also represented television and motion picture personalities, artists and entertainers in all aspects of estate and wealth preservation planning. Our founding attorney has expertise in ERISA qualified Pension, Profit Sharing, and 401(k) plan, family offices, 501(c)(3) tax exempt organizations/private foundations and is an expert in planning, offshore and domestic asset protection trusts, Captives and LLC's.

As a frequent speaker on estate and trust planning and tax matters, Mr. Wiener has participated in many continuing legal education programs sponsored by the Tax Section and the Entertainment, Arts and Sports Law Section of The Florida Bar, as well as the American Bar Association's Forum on the Entertainment & Sports Industries. For 10 years, Mr. Wiener was an Adjunct Professor of Law and lectured in the Graduate Program in Taxation at the University of Miami School of Law. With his vast knowledge and experience, you can trust that you are in good hands.

Mr. Wiener has accomplished the following:

  • Preeminent AV Rated lawyer as independently determined by Martindale-Hubbell
  • Recognized as a "Super Lawyer" in the 2007, 2008, 2009 and 2010 by Super Lawyer Magazine
  • Received a LL.M. degree from University of Miami School of Law, with honors
  • Graduated from Capital University Law School with a Juris Doctorate degree
  • Was Valedictorian at Long Island University and received a B.S. in Finance

Professional Affiliation and Certifications

Mr. Wiener is admitted to practice in Florida, and before the United States Tax Court, the U.S. District Court for the Southern District of Florida, U.S. Court of Appeals for the 11th Circuit, U.S. Court of Claims and the U.S. Supreme Court. He was recognized in a special 30th anniversary celebration of board certification titled "Leading by Example." The recognized Florida Bar members board certified for 25 or more years on June 21, 2012 at the Gaylord Palms Resort & Convention Center's Tallahassee Room.

His affiliation and certifications include the following:

  • Chair, the Florida Bar Entertainment, Arts and Sports Law Section (2008-2009)
  • Chair, Taxation Committee, South Palm Beach County Bar Association (2006-2009)
  • Chairman of the Board, New Vista Theatre Company, Boca Raton, Florida (2008-2009)
  • Budget Chair, The American Bar Association Forum on the Entertainment and Sports Industries
  • Member of the Governing Committee, The American Bar Association Forum on the Entertainment and Sports Industries
  • Member of the Florida Bar, Tax Section; Former Vice Chair, Employee Benefit Committee; Real Property, Probate and Trust Law Section
  • Member of the American Bar Association, Tax Section
  • Member of the Palm Beach County Bar Association
  • Member of the East Coast Estate Planning Council
  • Member of the Palm Beach Tax Institute
  • Member of the North American Entertainment, Sports and Intellectual Property Law Institute, Executive Council
  • Judged the 2018 National Tax Moot Court Competion in St. Petersburg, Florida.

Distinctions and Honors

  • Radio and Television Appearances: hosted numerous live radio call-in shows and appeared on local and national television on matters of asset protection, tax, trusts and estate planning, retirement plan distributions, pension and profit sharing plans, IRA's and HR-10 (keogh) plans, and the effect of new tax legislation on taxpayers.
  • Interviews: interviewed by Jack Anderson, national syndicated columnist, television and radio show host; and appeared on CNN's Business News, CNN's Headline News and 60 Minutes, Expert witness in Tax and employee benefit litigation before the IRS, DOL and state and federal court proceedings.
  • Advisor: to Rebecca Dirden-Mattingly, Former Florida State Film Commissioner

Presentations

  • Moderator, "Celebrity Big Bucks and International Wealth Management: Income Tax, Estate and Asset Protection Planning for the Entertainer and Athlete", The American Bar Association Forum on the Entertainment and Sports Industries, From New York to Hollywood to South Beach: The Fourth Annual International Legal Symposium on the World of Music, Film, Television and Sports, Miami Beach, Florida, May, 2013.
  • Panelist, "Celebrity Representation Issues: Keep it Quiet", Institute of Continuing Legal Education in Georgia, 24th Annual North American Entertainment, Sports, and Intellectual Property Law Conference, Cancun, Mexico, November, 2012.
  • Moderator, "Income Tax, Estate and Asset Protection Planning for the Celebrity Artist in Entertainment and Sports", American Bar Association Forum on the Entertainment and Sports Industries Annual Meeting, Miami, Florida, May, 2012.
  • Panelist, "Practical Planning in 2011 and 2012 for Estate, Gifting, Generation-Skipping Transfers and Asset Preservation for Athletes and Entertainers after the 2010 Tax Relief Act", 23rd Annual North American Entertainment, Sports and Intellectual Property Law Conference, Los Cabos, B.C.S., November, 2011.
  • Moderator, Panelist and Planning Committee, "From Miami to Milan to Moscow to Madrid: International Tax Consequences of Advising the Celebrity Client in Entertainment", American Bar Association Forum on the Entertainment and Sports Industries, The Second Annual International Legal Symposium on the World of Music, Film, Television and Sports", W Hotel, South Beach, Florida, April 27-29, 2011.
  • Panelist, "Celebrity Representation Beyond the Fun Stuff: Federal and State Taxation of Athletes and Entertainers; Estate and Asset Protection Planning for Professional Team Owners", 22nd Annual North American Entertainment, Sports and Intellectual Property Law Conference, Guanacaste, Costa Rica, November, 2010.
  • Moderator and Panelist, "Tax Issues/Wealth Management International and Domestic Tax and Wealth Preservation Planning for Entertainers, Artists and Athletes", American Bar Association Forum on the Entertainment and Sports Industries Annual Meeting, Las Vegas, Nevada, October, 2010.
  • Moderator and Panelist, "What Entertainment and Sports Lawyers Need to Know about Mitigating the Effects of a Projected $1.1 Trillion in New Tax Increases Over the Next 10 Years, Starting 2011", American Bar Association Webinar", July, 2010.
  • Moderator and Panelist, "Advising Your Celebrity Client on How to Offset Against All Federal Increases in Income, Gift and Estate Taxes, and Utilizing Asset Protection Planning Techniques", "Representing the screenwriter/author on creating the legal entity", "the negotiation of contracts and other agreements in the world of sports; the relationship between the sports agent and the attorney, salary caps, and other pertinent issues", American Bar Association Forum on the Entertainment and Sports Industries, "From Hollywood to South Beach: The First Annual International Legal Symposium on the World of Music, Film, Television and Sports", Fontainebleau Miami Beach, April, 2010.
  • Panelist, "The State of the Economy as it Relates to Entertainment & Sports Law", Raising Private Capital Through a Private Placement Memorandum, Nova Southeastern University, Co-Sponsored by The Florida Bar Entertainment, Arts and Sports Law Section (EASL), Nova Southeastern University, Fort Lauderdale, FL, March, 2009.
  • Panelist, "Representing the Professional Athlete Client from "Draft" to "Retirement", Sponsored by the Florida Bar Entertainment, Arts and Sports Law Section (EASL), Hyatt Regency Downtown, Miami, Florida, January, 2009.
  • Panelist, "Asset Protection for Celebrities", Sponsored by the Florida Bar Entertainment, Arts and Sports Law Section (EASL), Los Cabos, B.C.S., November, 2008.
  • Panelist, "Asset Protection Planning for Your Sports Clients", Sponsored by the Florida Bar Entertainment, Arts and Sports Law Section (EASL), Beverly Hills, CA, September, 2008.
  • Panelist, "Considerations for your Clients in Planning Aspects of Entertainment and Sports Management, Co-habitation Agreements and Pre- and Post-Nuptial Agreements for Entertainers, Artists and Athletes ("Hello, Paul McCartney. Anyone home? Arrivederci, Heather Mills"), "2008 Entertainment, Arts & Sports Law Annual Retreat", Sponsored by the Florida Bar Entertainment, Arts and Sports Law Section (EASL), Westin Diplomat Resort & Spa, Hollywood, Florida, May, 2008.
  • Speaker, "Asset Protection Planning for Florida Physicians", Medical Group Management Association, April, 2008.
  • Panelist, "Financial Planning for Athletes and First Round Draft Picks", Nova Southeastern University Shepard Broad Law Center Sports and Entertainment Law Society, The First Annual Nova Southeastern University Sports Law Symposium, "The Growth of the Florida Sports Market", Co-Sponsored by the Florida Bar Entertainment, Arts and Sports Law Section (EASL), April, 2008.
  • Panelist, "Wealth Management Planning for Athletes and Entertainers", Entertainment 2008: The Tenth Annual Legal Symposium on the World of Music, Film and Television, The Florida Bar Entertainment, Arts and Sports Law Section, March, 2008.
  • Panelist, "Death, Divorce and Disorderly: Celebrity Clients – Put all the Tears Aside", 19th Annual Southern Regional Entertainment & Sports Law Conference, Co-Sponsored by the Florida Bar Entertainment, Arts and Sports Law Section (EASL), San Juan, Puerto Rico, November, 2007.
  • Guest Lecturer, Cuban-American CPA's Association, "Asset Protection Planning Strategies For Florida Residents and Use of IRC §678 Trusts, Miami-Dade County, Florida, October, 2007.
  • Speaker, "Sophisticated Estate Planning Strategies", National Business Institute (NBI), Palm Beach, Florida, August, 2007.
  • Speaker, "Advanced Asset Protection Strategies" and "Strategies for Proper Trust Creation", National Business Institute (NBI), Palm Beach, Florida, July, 2007.
  • Speaker, "UBS Wealth Transfer Strategies Seminar", focusing on Estate and Trust Fiduciary Matters involving high-net-worth individuals, Wealth Management, Sophisticated Estate Planning Techniques and Family Offices, Boca Raton, Florida, April, 2007.
  • Speaker, "New Florida Trust Law, Discretionary Trusts and Sophisticated Estate and Asset Protection Planning", Palm Beach Association of Insurance and Financial Advisors, Atlantis, Florida, April, 2007.
  • Panelist, Entertainment 2007: The Ninth Annual Legal Symposium on the World of Music, Film and Television, The Florida Bar Entertainment, Arts and Sports Law Section, March, 2007.
  • ABA Criminal Justice Section, and the American Bankers Association: 2006: Annual ABA/ABA Money Laundering Conference, Washington, D.C.
  • Speaker, "Tax and Non-Tax Reasons for Forming an Offshore Captive Insurance Company", WXEL, Palm Beach, TV 42, "Wealth & Wisdom with Joyce Boyer & Michael Lee", aired: April 28, 2006
  • Speaker, "Asset Protection Planning in Florida After the 2005 Bankruptcy Reform Act": WXEL, Palm Beach, TV 42, "Wealth & Wisdom with Joyce Boyer & Michael Lee", aired: March 3, 2006
  • Panelist, Entertainment 2006: The Eighth Annual Legal Symposium on the World of Music, Film and Television, The Florida Bar Entertainment, Arts and Sports Law Section, March, 2006.
  • Panelist, "Important Tax Issues Facing Talent - Tax Planning Considerations for Clients in the Entertainment Business", Entertainment 2006: The Eighth Annual Legal Symposium on the World of Music, Film and Television, The Entertainment, Arts and Sports Law Section, The Florida Bar, The Eden Roc Renaissance Resort & Hotel, Miami Beach, March, 2006.
  • Speaker, "Asset Protection Planning for Florida Physicians", Annual meeting of the Florida Urological Society - The Breakers, Palm Beach, Florida, September, 2005.
  • Speaker, "Sophisticated Estate and Asset Protection Planning" in light of the Economic Growth and Tax Relief Reconciliation Act of 2001, Wachovia Securities, PGA Boulevard, Palm Beach Gardens Office, June, 2005.
  • Speaker, "The Anatomy of a Film and Television Deal.....: Presenting Your Client's Project to Hollywood", Entertainment 2005: The Seventh Annual Legal Symposium on the World of Music, Film & Television, The Eden Roc Renaissance Resort & Hotel, Miami Beach, April, 2005.
  • Panelist, Entertainment 2005: The Seventh Annual Legal Symposium on the World of Music, Film and Television, The Florida Bar Entertainment, Arts and Sports Law Section, April, 2005.

Publications

  • "Personal Pension Plan Strategies for Physicians" published by Medical Economics, 1985.
  • "Pension Plan Strategies," a comprehensive guide to retirement planning for physicians and other professionals, published by Practice Management Information Corp. (PMIC), 1995.
  • "Current Issues in IRC §501(c)(3) Examinations," published by the Florida Bar Tax Section in co-sponsorship with the Florida Institute of Tax & Estate Planning, Inc., February 2-9, 2002.
  • "Estate, Gift and Income Tax Planning For Distributions from IRA's and Qualified Plans to Charitable Organizations," sponsored by Bar Ilan University, May 9-10, 2002.

Practice

Preeminent AV Rated as independently determined by Martindale Hubbell

Florida Super Lawyer (only 5% of the attorneys in the State are named in Super Lawyers)

Military Background, Hobbies and Sports Activities

  • Air Force Commendation Medal awarded for sustained acts of heroism and valorous actions in direct contact with an enemy force.
  • Astronomy, Astrophysics, Geology and Archeology.
  • Ran New York Marathon (1988).
  • Tried out for the Miami Fusion MLS Soccer Team.
  • Director of the Soccer Association of Boca Raton (SABR) Men's Soccer Team; played in International Soccer Competition at Disney Wide World of Sports Complex, Orlando, FL against teams from Russia, England, Iraq, Ireland and the United States.
Howard J. Wiener & Associates, P.L.
Palm Beach Tax & Estate Planning Attorney
Located at 4440 PGA Boulevard
Suite 600
Palm Beach Gardens, FL 33410. View Map
Phone: (561) 287-7068

(561) 624-4100
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