Vinay Navani

Vinay Navani, a Shareholder at WilkinGuttenplan, joined the firm in 1998. His client roster includes emerging and established businesses in the life sciences, software, manufacturing industries, and other closely held businesses and business owners. He provides income tax planning assistance focusing on a business’s “formation to exit” life cycle. The “formation to exit” includes capitalization, choice of entity, retirement planning, charitable giving strategies, coordination with tax examinations, business sales, and post-sale planning for the business owners.

Vinay devotes much of his practice to international tax matters, including U.S. tax aspects of international business, such as foreign businesses doing work in the U.S., U.S. businesses doing work abroad, transfer pricing, and cross-border mergers and acquisitions. Vinay assists mid-market multinational clients in creating and implementing tax structures to minimize worldwide tax but, at the same time, are practical to operate. For foreign-based businesses entering the U.S. market, Vinay and his team are often the first points of contact to steer clients through the different hurdles of doing business in the U.S., giving these clients peace of mind that their companies are tax compliant in the U.S.

Vinay chairs the firm’s U.S. – India Practice Group and has a deep knowledge of the nuances of the income tax impact for businesses and individuals conducting business in the U.S. and India. For individuals, Vinay frequently advises global families to plan their financial affairs across borders and prepare for those entering or leaving the U.S. tax system. This global approach is accomplished through coordination with an extensive network of Chartered Accountants, attorneys, and other professionals located in India. Vinay is a frequent speaker on these topics to other CPAs, Chartered Accountants, and the media in both the U.S. and India.

Prior to joining the firm, Vinay served as Technical Manager for the American Institute of Certified Public Accountants. In this capacity, he provided tax research services and professional expertise to other Certified Public Accountants (CPAs). He was also previously a tax manager at an international CPA firm.

Licenses & Certifications:

• CPA License: New Jersey
• Chartered Global Management Accountant Designation (CGMA)

Professional and Civic Achievements:

• Member of the New Jersey Society of Certified Public Accountants (NJCPA)
• Member of the American Institute of Certified Public Accountants (AICPA)
• Past President, Middlesex/Somerset Chapter of the New Jersey Society of Certified Public Accountants
• Regular speaker on various tax and financial planning topics to other certified public accountants, business owners and the media
• Author of several articles published in the Journal of Accountancy and the Practicing CPA
• Former member of the editorial board of the Tax Advisor, the monthly publication of the American Institute of Certified Public Accountants
• Former member of the Board of Directors of Ascend, formerly the National Asian American Society of Accountants

Education:

• Vinay graduated with a Bachelor of Arts from University of Virginia, a Master of Business Administration from New York University and a Master of Science in Taxation from Temple University. He continues his education through attending and teaching regular CPE and educational seminars.