When should companies engage a tax-policy advisor in the project lifecycle?

It is important to engage a tax policy advisory as early as possible, ideally during project conceptualization or RFP response, to structure incentives, compliance timelines, eligibility criteria, and performance metrics before capital commitments are finalized.

How do state incentives interact with federal tax programs and multi-state operations?

Many state credits require tracking federal deductions (e.g., bonus depreciation, research and experimental amortization). Multi-state operations must manage apportionment, nexus rules, remote-work sourcing, and inter-state tax exposure.

How do NYC tax rules influence the net benefit of state incentives?

NYC imposes its own corporate taxes, Unincorporated Business Tax (UBT), property tax surcharges, and incentives. Mapping city and state taxation together is essential for accurate net-cost analysis.

Tax Policy

Expert Guidance for Complex State & Local Tax Policy

Dr. Anthony Rodolakis

Executive Director of Tax Policy, Ostroff Associates

With decades of experience at the intersection of state/federal tax and economic policy, public finance, and economic development, Dr. Anthony Rodolakis leads our Tax Policy team. He has helped shape New York’s major tax reform initiatives and is uniquely positioned to help businesses navigate the state and local tax environment, including tax incentives, infrastructure, logistics, clean-energy investments, and port decarbonization.

NYS Division of Budget (DOB)

NYS Department of Tax and Finance (DTF)

NYS Empire State Development (ESD)

NYS Department of Financial Services (DFS)

How We Support Clients

Our tax-policy consultants help businesses by providing:

Strategic tax-credit and incentive playbooks aligned to client growth and project timelines.
Multi-jurisdictional advisory on GILTI, corporate income, nexus, apportionment, and other tax-related issues in New York and beyond.
Direct engagement planning with relevant New York State agencies, New York State and New York City budget and finance offices, and key legislative stakeholders.
Risk assessments and compliance strategies for performance-based credits such as job commitments, investment thresholds and green-project enhancements.
Integrated tax-policy frameworks for capital-intensive sectors including but not limited to ports, terminals, electrification, and manufacturing.

‍

Why Clients Choose Us

Connecting Policy to Performance: Clients rely on us for technical tax-policy expertise paired with strategic business judgment and the operational capacity to deliver results.
Fluency in New York : Decades of experience within New York State government have given us an in-depth understanding of New York State and New York City tax and policy frameworks and how they function in real-world application across logistics, infrastructure, and clean energy.
End-to-End Execution: We support the full lifecycle of an initiative, from incentive strategy and baseline modeling to agency engagement and implementation.
Tailored Solutions: Our approach has helped a diverse mix of clients succeed, from large entertainment and retail organizations to small and mid-size farmers.

Contact us to learn more on how Ostroff Associates' tax policy team can help you.

Frequently Asked Questions

Send Us a Message

Expert Guidance for Complex State & Local Tax Policy

Contact us to learn more on how Ostroff Associates' tax policy team can help you.

Cookie Policy