Edward A. Renn

Talks

• 'The One Big Beautiful Bill Act (OBBBA): What You Need to Know,' Surgent Webinar Series - April 23, 2026, speaker

• 'Top Business Tax Planning Strategies,' Surgent Webinar Series - March 20, 2026, speaker

• 'New and Expanded Tax Benefits Associated with Section 1202 - Qualified Small Business Stock,' Surgent Webinar Series - March 4, 2026, speaker

• 'Update on the SECURE Act 2.0,' Surgent Webinar Series - January 20, 2026, speaker

• 'Taxation of Tips and Overtime Under OBBBA,' Surgent Webinar Series - December 16, 2025, speaker

• 'Making Sense of Essential OBBBA Provisions,' Surgent Webinar Series - December 10, 2025, speaker

• 'What Practitioners Need to Know About the One Big Beautiful Bill Act (OBBBA) and Its Extensive Reach,' Surgent Webinar Series - December 5, 2025, speaker

• '2025 Tax Changes and Year-End Planning Opportunities,' Surgent Webinar Series - December 2, 2025, speaker

• 'Taxation on Tips and Overtime Under OBBBA,' Surgent Webinar Series - October 22, 2025, speaker

• 'Year-End Tax Planning Strategies for Individuals and Small and Medium-Sized Businesses,' Surgent Webinar Series - October 15, 2025, speaker

• 'Weekly Expert Hour,' Surgent Webinar Series - October 2, 2025, speaker

• 'Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business,' Surgent Webinar Series - September 23, 2025, speaker

• 'The One Big Beautiful Bill Act (OBBBA): What You Need To Know,' Surgent Webinar Series - September 10, 2025, speaker

• 'What Practitioners Need to Know About Estate Planning and Administering a Client's Estate,' Surgent Webinar Series - September 9, 2025, speaker

• 'Portability and estate planning,' Surgent Webinar Series - August 28, 2025, speaker

• 'Top Individual Tax Planning Strategies,' Surgent Webinar Series - August 20, 2025, speaker

• 'Weekly Expert Hour,' Surgent Webinar Series - July 31, 2025, speaker

• 'Critical Issues for General Tax Practitioners Regarding IRAs and Retirement Plans,' Knowfully Webinar - July 11, 2025, speaker

• 'Overview and Analysis of the New Tax Law: Part 1 - Focus on Individual Taxation,' Surgent Webinar Series, speaker

• 'Weekly Expert Hour,' Surgent Webinar Series - July 3, 2025, speaker

• 'Stock vs. Asset Acquisitions of C Corporations,' Surgent Weekly Expert Hour Webinar Series - June 27, 2025, speaker

• 'Comparison of House and Senate’s Version of the One Big Beautiful Bill Act (OBBBA),' Surgent Weekly Expert Hour Webinar Series - June 26, 2025, speaker

• 'Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit,' Surgent's Weekly Expert Hour Webinar Series - June 17, 2025, speaker

• 'The New Tax Bill,' Surgent's Weekly Expert Hour Webinar Series - May 22 , 2025, speaker

• 'Top Individual Tax Planning Strategies,' Surgent's Weekly Expert Hour Webinar Series - May 16, 2025, speaker

• 'Basis Shifting Final Regulations,' Surgent's Weekly Expert Hour Webinar Series - May 14, 2025, speaker

• 'Republican Tax Proposals,' Surgent's Weekly Expert Hour Webinar Series - May 1, 2025, speaker

• 'All-Star Tax: Business Tax Update and Planning Strategies,' Surgent's Weekly Expert Hour Webinar Series - December 4, 2024, speaker

• 'All-Star Tax: Individual Tax Update and Planning Strategies,' Surgent's Weekly Expert Hour Webinar Series - November 13, 2024, speaker

• 'Post-Election Potential Tax Changes and Tax Planning,' Surgent's Weekly Expert Hour Webinar Series - November 8, 2024, speaker

• 'All-Star Tax: Tax Issues Associated with the Purchase and Sale of a Residence,' Surgent's Weekly Expert Hour Webinar Series - October 16, 2024, speaker

• 'All-Star Tax: What Tax Practitioners Need to Know About Purchasing and Selling a Business,' Surgent's Weekly Expert Hour Webinar Series - August 14, 2024, speaker

• 'Summary and Analysis of the Inflation Reduction Act of 2022,' Surgent's Weekly Expert Hour Webinar Series - June 28, 2024, speaker

• 'Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit,' Surgent's Weekly Expert Hour Webinar Series - June 18, 2024, speaker

• 'Taxation of Partnership Distributions and Sales of Partnership Interests,' Surgent's Weekly Expert Hour Webinar Series - June 11, 2024, speaker

• 'Top Individual Tax Planning Strategies,' Surgent's Weekly Expert Hour Webinar Series - June 5, 2024, speaker

• 'Issues and Challenges Related to S Corporations and Partnerships,' Surgent Continuing Education Live Seminar - June 4, 2024, speaker

• 'Weekly Expert Hour,' Surgent's Weekly Expert Hour Webinar Series - May 23, 2024, speaker

• 'Weekly Expert Hour,' Surgent's Weekly Expert Hour Webinar Series - May 16, 2024, speaker

• 'All-Star Tax: Implementing the Corporate Transparency Act,' Surgent's Weekly Expert Hour Webinar Series - May 1, 2024, speaker

• 'Taxation of Partnership Distributions and Sales of Partnership Interests,' Surgent's Weekly Expert Hour Webinar Series - April 29, 2024, speaker

• 'Inflation Reduction Act's Changes to Auto and Energy Related Tax Credits,' Surgent's Weekly Expert Hour Webinar Series - April 17, 2024, speaker

• 'Business Tax Update,' Surgent's Weekly Expert Hour Webinar Series - November 29, 2023, speaker

• 'Top Business Tax Planning Strategies,' Surgent's Weekly Expert Hour Webinar Series - November 20, 2023, speaker

• 'Summary and Analysis of Inflation Reduction Act of 2022,' Surgent's Weekly Expert Hour Webinar Series - November 14, 2023, speaker

• 'Update on the SECURE 2.0 Act,' Surgent's Weekly Expert Hour Webinar Series - October 26, 2023, speaker

• 'Taxation of Partnership Distributions and Sales of Partnership Interests,' Surgent's Weekly Expert Hour Webinar Series - October 23, 2023, speaker

• 'Top Ten Questions from Partnership Clients Regarding the Section 754 Election,' Surgent's Weekly Expert Hour Webinar Series - October 19, 2023, speaker

• 'The Inflation Reduction Act's Changes to Auto and Energy-Related Tax Credits,' Surgent's Weekly Expert Hour Webinar Series - October 18, 2023, speaker

• 'IRS Whistleblowers,' Surgent's Weekly Expert Hour Webinar Series - August 31, 2023, speaker

• 'High Earners to Lose 401(k) Tax Break,' Surgent's Weekly Expert Hour Webinar Series - August 24, 2023, speaker

• 'The Section 754 Election and Related Adjustments to Inside Basis of Partnership Assets,' The All -Star Tax Series - August 2, 2023, speaker

• 'Tax Issues Related to Buying and Selling a Business,' The All Star Tax Series - July 26, 2023, speaker

• 'Loss Limitations,' Surgent's Weekly Expert Hour Webinar Series - June 14, 2023, speaker

• 'Estate Planning,' Surgent's Weekly Expert Hour Webinar Series - May 31, 2023, speaker

• 'Weekly Tax Update,' Surgent's Weekly Expert Hour Webinar Series - January 19, 2023, speaker

• 'Weekly Expert Update,' Surgent Knowfully Webinar Series - November 17, 2022, speaker

• 'Partnership Distributions and Sales,' Surgent Knowfully Webinar Series - November 3, 2022, speaker

• 'Top Ten Questions re: Section 754,' Surgent Knowfully Webinar Series - October 20, 2022, speaker

• 'Weekly Expert Update,' Surgent Knowfully Webinar Series - September 22, 2022, speaker

• 'Must-Know Rules Relating to IRAs and Qualified Plans for 2022,' Surgent Knowfully Webinar Series - September 12, 2022, speaker

• 'Weekly Expert Update,' Surgent Knowfully Webinar Series - August 11, 2022, speaker

• 'The American Families Plan Tax Compliance Agenda,' Surgent Accounting & Financial Education Expert Hour - May 27, 2021, speaker

• 'Checklist 2020:Moving forward,' Withersworldwide webinar - November 10, 2020, co-presenter

• 'Checklist 2020: Planning for any outcome,' Withersworldwide webinar - October 6, 2020, co-presenter

• 'Estate Planning Opportunities in a Low Interest, Rate and Value Environment,' Withers/Marcum Webinar - June 11, 2020, presenter

• 'Surgent Labor Law & the Cares Act: Navigating Employer Employee Conflicts in Times of Economic Distress,' Surgent Webinar - May 18, 2020, presenter

• 'Opportunity Zones: IRC Sec. 1400Z Two Years On,' South Carolina Association of CPAs webinar - May 15, 2020, presenter

• 'CARES Act Webinar,' Wealthmanagement.com - April 27, 2020, presenter

• 'CARES Act Webinar,' The All Star Tax Series - April 14, 2020, presenter

• 'CARES Act Webinar,' Surgent Webinar - April 8, 2020, presenter

• 'Annual Roundtable Even,' CEG Worldwide - March 12, 2020, speaker

• 'Don't get Capsized by the Blue Wave: Opportunities for Wealth Planning in the Face of Proposed Democratic Tax Policies,' 2020 Forum 400 - January 27, 2020, speaker

• 'Democratic Tax Policies and Planning with Life Insurance,' 2020 Forum 400 - January 25, 2020, speaker

• 'The SECURE Act and tax extenders: What you need to know now to help your clients,' The All Star Tax Series - January 13, 2020, panelist

• 'SECURE Act Panel,' Surgent Webinar - January 6, 2020, panelist

• 'SECURE Act Panel,' Surgent Webinar - December 30, 2019, panelist

• 'Update on Pass-Through Entities After Tax Reform: Corporations, Partnerships, and Limited Liability Companies (PTTR),' The All Star Tax Series - November 14, 2019, speaker

• 'Update on Pass-Through Entities After Tax Reform: Corporations, Partnerships, and Limited Liability Companies (PTTR),' The All Star Tax Series - November 6, 2019, speaker

• 'Tax Practitioner's Guide to Buying or Selling a Business (BYSB),' The All Star Tax Series - October 29, 2019, speaker

• 'Tax Practitioner's Guide to Buying or Selling a Business (BYSB),' The All Star Tax Series - October 23, 2019, speaker

• 'CEG Worldwide Roundtable,' CEG Worldwide - October 17, 2019, speaker

• 'Tax Practitioner's Guide to Buying or Selling a Business (BYSB),' The All Star Tax Series - October 15, 2019, speaker

• 'FSN NYC Mixer and QOZ Update,' YPO Financial Services - April 4, 2019, speaker

• 'Opportunity Zones - Investing with Purpose,' SVN Webinar - February 2019, speaker

• 'Private Placement Life Insurance Symposium,' New York, NY - June 2017, speaker

• 'Presentation to China Merchants Bank,' New York, NY - April 2017, speaker

• 'New First Financial Resources Sales and Marketing Symposium,' Laguna Beach, CA, - March 2017, speaker

• 'U.S. Taxation of Resident and Non-Resident Aliens Q & A,' - November 2016, speaker

• 'New First Financial Resources Board Meeting,' Amelia Island, FL - October 2016, speaker

• 'Latest Estate Planning Ideas and Strategies,' Webinar - October 2016, speaker

• 'Pacific Life Symposium,' - Huntington Beach, CA - September 2016, speaker

• 'How Businesses are Impacted by Gift and Estate Tax Regulations,' - Interview with Barron's - September 2016, speaker

• '2704 Regulations Webinar,' - August 2016, speaker

• 'Advanced Planning Symposium,' - New York, NY - July 2016, speaker

• 'U.S. Taxation of Resident and Non-resident Aliens Webinar,' - July 2016, speaker

• 'Sophisticated Estate Planning for Super High Net Worth Clients Webinar,' - July 2016, speaker

• Charter Financial Publishing Conference, Boston, MA, - October 2015

• Delaware Trust Conference, Wilmington, DE - October 2015

• Inc. Magazine Business Owner's Council, frequent presenter

• Surgent McCoy, frequent presenter

• 3nd Annual Creating an Exceptional Family Office, Boston, MA - September 2014

• 'Retirement Strategies for Wealth Business Owners', Financial Advisors Magazine, Las Vegas, NV - April 2014

• 'Sourcing and Working with Super-Rich Inheritors', Rothstein Kass, New York, NY - April 2014

• '2nd Annual Creating an Exceptional Family Office,' Boston, MA - October 2013.

• 'Life Insurance and Charitable Lead Annuity Trusts: Perfect Together!' Newport Beach, CA - March 2013

• 'Private Placement Life Insurance and Charitable Lead Annuity Trusts: Perfect Together!' New York, NY - January 2013

• 'Gift Planning Opportunities in 2012', IMI, Greenwich, CT - December 2012

• 'Planning Opportunities Using Preferred Partnerships', Boston Estate Planning Council, Boston, MA, November - 2012

• 'Estate Planning', Tax University, Rothstein Kass, New York, NY - October, 2012

• '2012 Gifting Strategies', Elite Wealth Management Conference, Boston, MA - October 2012

• 'Creating a Multi-Family Office Conference', New York, NY - May, 2012

• 'Sophisticated Estate Planning', Cromwell, CT - December 2011

• 'Sophisticated Estate Planning', Norwalk, CT - December 2011

• 'Sophisticated Estate Planning', Hamden, CT - December 2011

• 'Protecting the Principals: Estate Planning', Greenwich, CT - November 2011

• 'CBIA Family Business Program', Farmington, CT - October 2011

• 'Cultivating the Super Rich', Forbes/Private Wealth, New York, NY - October 2011

• 'Succession Planning for Business Continuity', Exit Planning Exchange Seminar, Stamford, CT - May 2011

• 'Unique Wealth Transfer Planning Opportunities for Fund Professionals in 2011 and 2012', Greenwich, CT - May 2011.

• 'Window of Opportunity: Saving Taxes in 2011-2012 and Providing for Certainty with Succession Planning', Greenwich, CT - May 2011

• 'Multi-Generational Wealth Planning', NY - March 2011 __

• 'Estate and Wealth Planning in 2011', IvyPlus Event, New York, NY - March 2011

• 'Finding and Working with Affluent Physicians', New York, NY - November 2010

• 'End-of-the Year Power Moves', Speaker, Inc. Magazine, Wayne, NJ and New York, NY - October 2010

• 'Marketing Life Insurance to the Financial Elite', Presenter, New York, NY - October 2010

• 'Estate Freeze Techniques for Family Businesses', Presenter, Merrill Lynch, New York, NY - September 2010

• 'Create a Multi-Family Office Practice', Presenter, Private Wealth, Chicago - July 2010

• 'Tax Efficient Hedge Fund Investing', Family Office Association, Greenwich - July 2010

• 'Sourcing the Super-Rich for Life Insurance', Rothstein Kass, New York, NY - June 2010

• 'Business Succession Planning', Herald Bank, New York, NY - June 2010

• 'The Wealthy Family/Family Office Forum/PPLI', IMI, Greenwich - June 2010

• 'Estate Planning', CLE Presentation, Rothstein Kass, New York, NY - March 2010

• 'Trends in Family Office', Speaker, IvyPlus Event, New York, NY - March 2010

• 'International Aspects of Estate Planning', to the Lower Fairfield County Estate Planning Council - December 2009

• 'FLP Planning with GRATs and Defective Grantor Trusts', to financial professionals in Hong Kong and Singapore - May 2009

• 'Working with Family Offices', Connecticut Chapter of The Alliance for Alternative Asset Professionals - March 2009

• 'Wealth Planning for Hedge Fund Managers', to MARHedge World Wealth Summit, Bermuda - October 2006

• 'Family Offices and Trusts Tax Efficient Cross-Border Planning', to World Offshore Covention, Puerto Rico - October 2005

• 'Succession Planning for Family Offices', to Family Office Business Operations, New York - July 2005

External publications

• 'Lawyers to the Wealthy Warn that AI Legal Advice Comes With Serious Risks,' CBNC | Inside Wealth - April 30, 2026, quoted

• 'Market Volatility Can Yield Tax Savings. What To Do.,' Barron's - March 21, 2026, quoted

• 'Nearly Half of Plan Participants Would Invest in Private Assets: Schroders,' Plan Sponsor - August 25, 2025, quoted

• 'How Jeff Bezos Saved an Estimated $1 Billion in Taxes This Year After Moving to Florida,' Forbes - December 18, 2024, quoted

• 'How Trump's Rich Cabinet Members Could Save Millions Thanks to a Little-Known Tax Break,' Busines Insider - November 19, 2024, quoted

• 'IRS Overstates Abuse in Charity-Geared Trusts, Tax Advisers Say,' Bloomberg Tax - March 26, 2024, quoted

• 'Lawmakers question Biden budget proposals as tax experts plan ahead,' Accounting Today - March 21, 2024, quoted

• 'How rich parents pass on their businesses without giving up control — and save big on taxes,' Business Insider - February 14, 2024, quoted

• 'What is capital gains tax?' CNN Underscored - January 25, 2024, quoted

• 'Rich parents want to give to charity and leave more money to their kids. Here's how billionaire families do it.,' Business Insider - January 23, 2024, quoted

• 'Long-Term Capital Gains Tax,' CNN Underscored - January 4, 2024, quoted

• 'Congress Has Little Time to Make Tax Changes This Year,' Accounting Today - November 27, 2023, quoted

• 'Advisors Are Key to Clients Benefiting From New IRS Rules, Attorney Says,' Financial Advisor - November 20, 2023, quoted

• 'After the Budget Deal, What's Next for the IRS?,' Accounting Today - June 28, 2023, quoted

• 'Tax Season So Far: More Service, Lower Refunds,' Accounting Today - February 2, 2023, quoted

• 'The Biggest Changes for 401(k) Retirement Savers,' Bloomberg News - January 10, 2023, quoted

• 'The IRS is Preparing for Tax Season. Expect Some Changes.' Barron's - December 29, 2022, quoted

• 'Ok, But Seriously.  Is SECURE 2.0 Going to Pass?' Plan Sponsor - December 12, 2022, quoted

• 'Here's How to Maximize Your Wealth Over the Next Decade' Barron's - November 24, 2022, quoted

• 'What is Adjusted Gross Income? How to Calculate It in 2022,' U.S. News and World Report - November 10, 2022, quoted

• 'What the New IRS Rules Mean for Inherited IRAs,' Forbes Advisor - October 18, 2022, quoted

• 'More Audits Are on the Way for Taxpayers. How to Respond if You're Targeted,' Barron's - August 17, 2022, quoted

• '3 Things State Tax Pros Should Know About the Inflation Act,' Law360 - August 12, 2022, quoted

• 'Build Back Better Born Again (Sort Of),' Accounting Today - August 2, 2022, quoted

• 'Hedge Fund and Private Equity Billionaires Say They Support Closing the Carried-interest Tax Loophole. But Behind Closed Doors, Fund Managers Worry What The Manchin-Schumer Deal Means for Their Liquidity,' Insider - July 29, 2022, quoted

• 'Biden's Tax Hike Proposals Take Aim at Wealthiest Americans. Here's What We Know,' Barron's - March 30, 2022, quoted

• 'What to know about filing a 2021 income tax return if you own a business,' CNBC - February 19, 2022, quoted

• 'IRS Having Difficulty Processing Power of Attorney Forms,' Accounting Today - January 20, 2022, quoted

• 'Opportunity Zones Face Bleak End of Year Deadline,' GlobalSt - December 17, 2021, quoted

• 'Proposed Tax Changes Focus on the Wealthy,' The New York Times - September 17, 2021, quoted

• Transformative Tax Proposals in Treasury's Green Book,' Accounting Today - June 22, 2021, quoted

• 'Biden's Capital Gains Tax Increase Proposals Make Tax Planning Tougher,' Accounting Today - June 10, 2021, quoted

• 'Big Tax Bills to Hit Even Modest Inheritances if Step-up in Basis Narrows,' Financial Planning - June 1, 2021, quoted

• 'Stepped-Up Basis Repeal Gets Tamer Treatment,' Tax Notes - June 1, 2021, quoted

• 'American Families Plan to directly impact America's wealthiest individuals,' Withers Insight - May 3, 2021, author

• 'Biden Calls for Raising Taxes on Capital Gains and Wealthy,' Accounting Today - April 29, 2021, quoted

• 'Biden's Next Plan Targets Like-Kind Exchanges, Stepped-Up Basis,' Tax Notes - April 29, 2021, quoted

• 'Advisors to the Wealthy Are Fielding a Frenzy of Calls From Clients Worried About Estate Planning and Taxes. Here's How They're Navigating the Chaos,' Insider - April 29, 2021, quoted

• 'New York is raising taxes for millionaires. Will other states follow?' CNBC - April 8, 2021, quoted

• 'New Limits on Exec Comp Tax Deductions Just the Beginning,' Agenda - March 29, 2021, quoted

• 'IRS Expands Unemployment Tax Exclusion to More Taxpayers,' Accounting Today - March 24, 2021, quoted

• 'Relief Bill's 'Straightforward' Exec Comp Tweak Has Issues,' Tax Notes - March 23, 2021, quoted

• 'Accountants Often Advise Clients To File Taxes As Soon As They Can. Why That's Recently Changed,' CNBC.com - March 16, 2021, quoted

• '3 Questions State Tax Pros Have About the Pandemic Relief Law,' Law360 - March 16, 2021, quoted

• 'Covid relief bill changes tax rules midseason. What to know about filing an amended return+Ad+Hoc+Reports%2fBD+Spend%2fHome+Page,' CNBC.com - March 10, 2021, quoted

• 'Rich Americans Bracing for Higher Taxes Await Biden's First Move,' Bloomberg News - January 8, 2021, quoted

• 'SALT Cap Compromise on the Table in Next Congress,' Law360 Tax Authority - November 25, 2020, quoted

• 'Making Financial Decisions When You Don't Have All the Facts,' The New York Times - November 20, 2020, quoted

• 'Retroactive Tax Hikes Seen as Unlikely Under Biden Administration,' Tax Notes - November 11, 2020, quoted

• 'Rich Americans Are Protecting Their Fortunes From a Possible Biden Win,' Bloomberg - October 9, 2020, quoted

• 'Game plan now for potential higher taxes,' Accounting Today - August 20, 2020, quoted

• 'No Written Plan Relief May Stymie Opportunity Zone Projects,' Law360 - June 10, 2020, quoted

• 'Make the Most of the July 15 Tax Deadline,' Accounting Today - May 7, 2020, quoted

• 'Lawmakers Urge IRS to Rethink Tax-Credit Rule Affecting Furloughed Workers,' The Wall Street Journal - May 4, 2020, quoted

• 'Inside The Federal Response To The Coronavirus Pandemic,' Accounting Today - April 29, 2020, quoted

• 'CARES Act waives RMDs and provides greater access to employee benefits in the wake of coronavirus,' Withers Insight - April 1, 2020, co-author

• 'The Relief Bill Will Send 90% of Americans Some Free Money. The Timeline Is Unclear,' Barron's - March 27 2020, quoted

• 'Planning opportunities during market volatility: Finding the silver lining,'  Withers Insight - March 18, 2020

• 'Conduit Trust Plans Likely Need Post-SECURE Act Tuneup,' Law360 - March 13, 2020, co-author

• 'SNAP: The stretch just broke - Time to revisit IRA and Qualified Plan Beneficiary Designations,' Withers Insight - January 28, 2020, co-author

• 'Hoping For a Smoother Tax Season,' Accounting Today- January 2, 2020, quoted

• 'Time Is Almost Up For Maximizing This Hot New Tax Play,' CNBC - December 31, 2019, quoted

• 'Qualifying QOZs,' __ Accounting Today - May 28, 2019, quoted

• 'Brokers predict Opportunity Fund investment rush to the Bronx,' Real Estate Weekly - February 27, 2019, quoted

• 'Opportunity Zones Program Takes a Step Forward,' Commercial Property Executive - February 18, 2019, quoted

• 'Update on Connecticut estate and gift tax exemptions for 2019,' Withers article - February 15, 2019, co-author

• 'Window of opportunity with opportunity zones: Top 10 takeaways,' Bloomberg BNA - November 15. 2018, co-author

• 'How to maximize the increased transfer tax exemptions,' Withers article - February 21, 2018, co-author

• 'How the new federal and Connecticut estate and gift tax exemption could affect your estate plan,' Withers article - January 2018, co-author

• 'How the new federal and New York estate tax exemption could affect your estate plan,' Withers article - January 2018, co-author

• <a href=https://www.forbes.com/sites/russalanprince/2017/11/13/the-house-tax-proposal-some-key-implications-for-family-office/#323b8a3278bf"Forbes" target="blank">‘The House tax proposal: Some key implications for family office'_ - November 13, 2017, quoted

• 'The booming business for tax specialists serving the super-rich and family offices,' Forbes - October 26, 2017, quoted

• 'How to transfer appreciating assets to heirs,' Forbes - October 23, 2017, quoted

• 'Three big mistakes many foreign nationals make coming to the United States,' Forbes - October 16, 2017, quoted

• 'How foreign Chinese entrepreneurs coming to the US can avoid taxes on selling their companies,' Forbes - September 21, 2017, quoted

• 'Gain From the Value of a Good Valuation', Probate & Property Magazine - September/October 2014

• 'Seven Old Ideas, a New Idea and a Crummey Idea: A Review of the 2015 Greenbook's Estate and Gift Tax Provisions', Wealthmanagement.com - March 2014

• 'Giving That Gives Back', Private Wealth Magazine - May/June 2013

• 'Keeping What You Make', Private Wealth Magazine - March/April 2013

• 'The estate planning philosophy of the self-made ultra-affluent', Forbes - July 2011

• 'Window of Opportunity to Save on Taxes by Implementing Business Succession A Two-Year Window', Private Wealth Magazine - March/April 2011

• 'Planning For The Modern Family-A Flexible Multi-Generational Approach to Preserving Wealth While Providing For The Family', Private Wealth Magazine - May/June 2009

• 'FLP Care and Maintenance - Family Offices Are Well Suited For Administering Family Limited Partnerships', Private Wealth Magazine - December 2008/January 2009

• 'The Resurrection - How Holman Revived Section 2703 Arguments - long thought dead and buried - to defeat a family limited partnership', Trusts and Estates Magazine - October 2008

• 'Sharing the Wealth', Private Wealth Magazine - June/July 2008

• 'Protecting the Family Fortune', published 2008 by Campden Media

• 'Fortune's Fortress A Primer on Wealth Preservation for Hedge Fund Professionals', MARHedge Publication - 2007

• 'Passing the Baton-Succession Planning Among Ultra-High-Net-Worth Family Businesses', Families in Business - October 2007

• 'Beneficiary Withdrawal Powers in Grantor Trusts-A Crumm(e)y Idea?', Estate Planning - October 2007

• 'Section 2703-Keeping Buy/Sell Agreements Intact for Estate Planning and Succession Planning of Family Owned Businesses', Insights Magazine - Autumn 2007

• 'Eye of the Beholder', Private Wealth - August-September 2007

• 'Freeze Frame', Private Wealth - June-July 2007

• 'Intelligent Estate Planning for the Contractor The Business', Construction Accounting and Taxation - March/April 2007

• 'Defective Thinking', Financial Advisor Magazine - November 2006

• 'Intelligent Estate Planning for the Contractor The Client Picture', Construction Accounting and Taxation - October 2006

• 'Sabotaged Don't Let a Buy-Sell Agreement Blow Up an Estate Plan', Trusts & Estates Magazine - April 2006

• 'Estate Planning for the Contractor', Construction, Accounting and Taxation - April 2006

• 'Taking the Reins: Insights into the World of Ultra-Wealthy Inheritors', Private Wealth - 2014

• 'Advanced Estate Planning', Wealth Preservation for Physicians - January 2006

Admissions

• State of Connecticut, 1988

• Registered Foreign Lawyer in the UK, 2002

• Washington DC, 2003

• State of New York, 2004

• Commonwealth of Massachusetts, 2007

Education

• Syracuse University, B.A.

• University of Connecticut School of Law with high honors, J.D.

Languages

• English

Memberships

• Society of Trust and Estate Practitioners (STEP)

• Member, Financial Planning Association

• District of Columbia Bar Association

• Connecticut Bar Association

• American Bar Association

• New York Bar Association

Certifications

• STEP USA Certified TEP® (Trust and Estate Practitioner)

Key dates

• Year joined: 1991
• Year became partner: 1998