Meet Malcolm H. Neuwahl

Malcolm H. Neuwahl is a founding member of Packman, Neuwahl & Rosenberg, P.A. During more than four decades with Packman, Neuwahl & Rosenberg, he has worked with wealth individuals and those earning substantial income to develop creative and practical methods to accomplish their objectives with their tax, estate planning, transactional, and employee benefits issues. His rare combination of legal expertise and accounting skills (by having practiced accounting and by maintaining an active Florida CPA license) in the areas of estate planning, taxation, employee benefits, and transactions including planning, documenting, and negotiation of multi-million-dollar business purchases and sales and other commercial transactions enables Mr. Neuwahl and the firm to offer clients a unique approach to achieving their goals. His experience in these areas along with his analytical talents and precise legal drafting enable Mr. Neuwahl to provide and implement strategic advice that meets each client’s individual needs. Mr. Neuwahl has also effectively represented many clients by reducing, limiting, or eliminating obligations in connection with controversies in the tax, compliance, and employee benefits areas. These cases have primarily involved Federal agencies such as the U.S. Department of the Treasury, the U.S. Internal Revenue Service (IRS) with respect to tax and compliance, and the U.S. Pension Benefit Guaranty Corporation (PBGC) and the U.S. Department of Labor (DOL) in relation to employee benefits.

Recognition

  • Elijah Watt Sells Gold Medal Award for the highest score in the United States
    among more than26,000 applicants taking the CPA examination
  • Certified Public Accountant
  • AV Preeminent Peer Review Rated by Martindale-Hubbell, the highest peer review rating possible

Bar Admissions

  • Florida

Court Admissions

  • United States Tax Court
  • United States District Court, Southern District of Florida

Education

  • J.D., University of Miami School of Law (first in graduating class), cum laude, University of Miami Law Review, Member
  • B.B.A., magna cum laude (first in School of Business), University of Miami

Professional Memberships and Associations

  • The Florida Bar (Real Property, Probate and Trust Law, Taxation sections)
  • American Bar Association (Taxation, Real Property, Probate and Trust Law sections)
  • Certified Public Accountant (Florida license active)
  • American Academy of Attorney – CPAs
  • American Society of Pension Professionals and Actuaries includes membership in American Retirement Association and National Association of Plan Advisors
  • Florida Institute of Certified Public Accounts

Publications

  • Co-author with Robert A. Stamen of a text titled “Taxation of Deferred Compensation”

Reported Case

  • Fabric v. Commissioner, 83 T.C. 932 (1984).