Talks

• 'Artificial Intelligence "Level Setting" for Attorneys: The Essentials of AI, Responsible Use, and Privacy,' New York County Lawyers Association webinar - October 17, 2024, speaker

• ‘Generative AI and the Law,’ New York County Lawyers Association webinar - March 27, 2024, speaker

• 'Market and Regulatory Environment Update for Blockchain and Cryptocurrencies,' CFA Society of San Francisco webinar - January 10, 2024, speaker

• 'STEP Crypto Security & Virtual Asset Planning,' STEP Los Angeles Crypto Global Update meeting - September 27, 2023, speaker

• 'Cryptocurrency & the Blockchain Explained: A Panel Discussion with Attorneys: Joseph Bambara, Ridge Barker, Charles Kolstad,' New York County Lawyers Association (NYCLA) Amicus Curiae Podcast - June 10, 2023, speaker

• 'FTX Was a Bump in the Road: Cryptocurrency and Digital Assets are Here to Stay,' New York County Lawyers Association (NYCLA) CLE Webinar - April 19, 2023, speaker

• 'Business Law Essentials - Tax Aspects of M&A Transactions,' ABA Business Law Section Annual Meeting - September 17, 2022, speaker

• 'NFTs: Protection for digital artwork leads to tax and planning complexities,' STEP Los Angeles live webinar - November 11, 2021, speaker

• 'Withers talks: cryptocurrency | Ep 12 - Cryptocurrency and charitable giving,'' Withers podcast - June 29, 2021, host

• 'Withers talks: cryptocurrency | Ep 11 - NFTs and digital-only fashion,' Withers podcast - June 9, 2021, host

• 'Withers talks: cryptocurrency | Ep 10 - perspectives on anti-money laundering (AML),' Withers podcast - May 20, 2021, host

• 'Employee v. Independent Contractor - Employment and Tax Issues,' Orange County Bar Association Tax Law Section - May 13, 2021, co-presenter

• 'Withers talks: cryptocurrency | Ep 9 - tax considerations for crypto investors and issuers,' Withers podcast - May 12, 2021, host

• 'Withers talks: cryptocurrency | Ep 8 - Trusts issues with cryptocurrency - a European perspective,' Withers podcast - May 6, 2021, host

• 'Withers talks: cryptocurrency | Ep 7 - Investing in NFTs and crypto assets - practical perspectives from Asia,' Withers podcast - April 29, 2021, host

• 'Withers talks: cryptocurrency | Ep 6 - How NFTs are shaking up the art and music world,' Withers podcast - April 22, 2021, host

• 'Withers talks: cryptocurrency | Ep 5 - The rise of decentralized finance (DeFi),' Withers podcast - April 8, 2021, host

• 'Withers talks: cryptocurrency | Ep 3 - Cryptocurrency issuer considerations & European regulation,' Withers podcast - March 26, 2021, host

• 'Withers talks: cryptocurrency | Ep 4 - Tax considerations for UK crypto investors,' Withers podcast - April 1, 2021, host

• 'Withers talks: cryptocurrency | Ep 2 - What is the future of crypto regulation?,' Withers podcast - March 19, 2021, host

• 'Withers talks: cryptocurrency | Ep 1 - So you are thinking of investing in cryptocurrency,' Withers podcast - March 9, 2021, host

• 'Employee v. Independent Contractor - Tax and Other Issues,' USC Gould School of Law 2021 Virtual Tax Institute - January 25, 2021, co-presenter

• 'Tax and accounting toolbox for recording and touring artists and the attorneys that represent them,' EASL MBLC 2020 Conference: Music Industry 2020 (webinar) - November 6, 2020, presenter

• 'Been in the U.S. and Now Heading Overseas? How Will this Impact Your Estate & Tax Planning?' Los Angeles Inbound Wealth Planning Council webinar - August 20, 2020, co-presenter

• 'Tax and Estate Planning for US Persons with Foreign Assets,' Los Angeles County Bar Association - August 4, 2020, co-presenter

• ‘How to set up a family office for success,' Withers event, San Diego, CA - February 25, 2020, panelist

• 'Family Office Operations 2020: New Ideas,' Wealth management firm-hosted event - January 24, 2020, speaker

• 'Intellectual Property & TCJA 2017: What do you do now?' PrimeGlobal Annual Tax Conference - January 12, 2020, presenter

• 'Family Office Operations 2019: New Ideas,' Large financial institution event - November 19, 2019, co-presenter

• 'How IP Intersects with Employment, Estate and Bankruptcy Law,' IP Without Borders: California Lawyers Association 44[^th^] Annual Intellectual Property Law Section Institute - November 18, 2019, co-presenter

• ‘Family Office Operations 2019: New Ideas,' Large financial institution event - September 25, 2019, co-presenter

• 'Working with the final GILTI regulations,' STEP Los Angeles, September 10, 2019

• 'Avicii & Non Doms, What Have We Learned,' December 2018

• 'It's a Mess: What Happens When You Don't Pay Attention When Your Clients Are Cross Borders,' - June 20, 2018

• 'Section 951A - Global Intangible Low-Taxed Income (GILTI) Webinar,' - April 24, 2018

• 'Tax Planning for Disregarded Entities: Issues, Risks, and Opportunities Webinar,' - Spring 2018

• 'Tax Treatment of Pre-2018 Accumulated Earnings Webinar,' - Winter 2018

• 'Form 3520 Foreign Trust Reporting: Filing Deadlines, Requirements, and Liabilities Webinar,' - Fall 2017

• 'Form 8865 Reporting of Foreign Partnership Income and Navigating Rules for Allocable Share of Foreign Income Webinar,' - August 3, 2017

• 'Form 8865 - Reporting of Foreign Partnership Income,' Webinar - August 3, 2017

• 'International Tax Forms and Reporting Requirements Webinar,' - Winter 2017

• 'Fundamentals of Foreign Trust Administration Webinar,' - June 14, 2016

• 'Form 8865: Reporting Foreign Partnership Income and Navigating Rules for Allocable Share of Foreign Income Webinar,' - December 1, 2015

• 'Corporate Inversions: Liabilities and Expectations,' Webinar - Spring 2015

• 'State Taxation of Income From Foreign Affiliates,' Webinar - March 11, 2015

• 'Fundamentals of Foreign Trust Administration,' Webinar - March 11, 2015

• 'Engaging Accountants and Tax Attorneys in Multiple Jurisdictions,' - January 21, 2015

• 'International Tax Forms and Reporting Requirements,' - January 7, 2015

• 'Cross-Border Money Transfers: Key Requirements Every U.S.-Based Nonprofit Needs to Know,' - November 19, 2014

• 'Fundamentals of Foreign Trust Administration,' Webinar - November 5, 2014

• 'Form 8865: Reporting Foreign Partnership Income,' Webinar - September 23, 2014

• 'Cross-Border Money Transfers: Key Requirements and Pitfalls Every U.S.-Based Nonprofit Needs to Know,' - September 13, 2014

• 'Bitcoin: Legal Fee or Foe?' - August 21, 2014

• 'Pre-Immigration Tax Planning for Foreign Clients,' - July 7, 2014

• 'International Information Reporting: CFCs, PFICs, FBARs & Beyond,' - May 29, 2014

• 'State Taxation of Income From Foreign Affiliates,' - February 12, 2014

• 'Engaging Accountants and Tax Attorneys in Various Jurisdictions,' - December 10, 2013

• 'Legal Quick Hit: 'Your Nonprofit Has Gone Global: Now What Are Your U.S. and Foreign Tax Compliance and Reporting Obligations?'' - November 13, 2013

• 'Form 8865 - Foreign Partnership Income,' Webinar - November 8, 2013

External publications

• 'Observations on Crypto DEXs and the New Broker Reporting Regulations,' The National Law Journal - January 29, 2025, authored

• 'Artificial intelligence use cases are trending but there are more questions than answers,' Withers Insight - June 13, 2024, co-authored

• 'The Global Rethinkers: Considerations for crypto and digital assets companies looking to leave the US,' Withers Insight - October 4, 2023, authored

• 'You hold crypto tokens: what should you be doing now?' Withers Insight - July 19, 2023, authored

• 'NFT Guidance Begins to Take Shape,' Accounting Today - May 17, 2023, quoted

• 'Are Cryptocurrencies Securities? 5 Things to Consider,' Withers Insight - March 13, 2023, co-authored

• 'In High Stakes Divorce Battle, Estranged Wife of Indian Software Tycoon Claims He Transferred Ownership Without Telling Her,' Forbes - March 13, 2023, quoted

• 'How Is Crypto Taxed? Your Crypto Tax Guide for 2023,' ThinkAdvisor - December 30, 2022, quoted

• 'The IRS is Coming for Crypto - But it's Complicated,' Axios - December 5, 2022, quoted

• 'Amendments to OECD Cryptoasset Framework Focus on Inclusion,' Tax Notes - October 12, 2022, quoted

• 'Treasury Offers Framework for Regulating Crypto Internationally,' Accounting Today - July 8, 2022, quoted

• 'Crypto-Rich Puzzle Over How to Pass On High-Risk Wealth to Heirs,' Bloomberg News - May 5, 2022, quoted

• 'Crypto Clarification: New Proposals for Gov't Regulation,' Accounting Today - April 26, 2022, quoted

• '2022 - The year of regulation of digital assets,' Withers insight - April 11, 2022, co-author

• 'Excessive Tax Has Consequences For Crypto Holders And The Government,' Arweave.News - April 5, 2022, quoted

• 'Think You Know How NFT Taxes Work? Try Getting a Write-Off,' Protocol - March 31, 2022, quoted

• 'Tax season has arrived. Here is what it means for crypto investors who rode the rollercoaster through last year's wild market.,' Insider - February 7, 2022, quoted

• 'NFTs: Collectibles or not?,' Withers Insight - September 22, 2021, co-author

• 'Are the DOJ and IRS Backpedaling on Considering Cryptocurrency as Property?,' Accounting Today - September 1, 2021, author

• 'Ramp Up Crypto Reporting Now, Say Tax Pros,' Tax Notes - August 31st, 2021, quoted

• 'Cryptocurrency Impasse Stalls Senate Infrastructure Vote,' Law360 - August 6, 2021, quoted

• 'Withers partner discusses recent developments in US taxation of crypto investors,' Withers Insight - July 6, 2021, quoted

• 'Tax Season: A Learning Experience for All Concerned,' Accounting Today - June 24, 2021, quoted

• 'Biden proposes monitoring foreign crypto investors in the U.S. as part of global push against tax evasion,' Fortune - June 2, 2021, quoted

• 'Biden Targets Crypto Tax Evaders in Global Data-Sharing Pitch,' Bloomberg Law - June 2, 2021, quoted

• 'IRS Crypto Crackdown Poised To Go Global,' Law360 - May 28, 2021, quoted

• 'Post IPO. Post inheritance. What next for the newly wealthy?' Withers Insight - May 7, 2021, co-author

• 'Withers launches crypto podcast to support new blockchain practice,' The Robotics Law Journal - March 19, 2021, quoted

• 'Federal Banks Get OK to Provide Services for Crypto Assets,' Bloomberg Law - August 20, 2020, co-author

• 'Your lenders have called - What should you do now? Insights for US businesses navigating the impact of the coronavirus,' Withers Insight - May 5, 2020, co-author

• 'Coronavirus impact on US international tax compliance,' Withers Insight - March 27, 2020, co-author

• 'IRS enforcement efforts target taxes on cryptocurrency transactions,' __ Accounting Today, September 9, 2019, co-author

• 'Cryptocurrencies and the IRS: What you need to know,' Withers Insight, August 06, 2019, co-author

• 'Death, disability and divorce - drafting agreements with trusts as parties in light of Han v. Hallberg,' Withers Insight, July 2, 2019

• 'A Royal Dilemma: Prince Harry and Meghan's Baby Liable for U.S. Taxes,' Wealthmanagement.com, May 8, 2019, quoted

• 'Withers Adds Trust, Int'l Tax Attys From Mitchell Silberberg,', February 2019, quoted

• 'Withers Expands LA Practice as 3 Local Attorneys Seek Global Reach,' The Recorder, February 2019, quoted

• 'Withers' US growth continues with addition of corporate, income tax and estate planning team in California,' Withers Insight, February 14, 2019, quoted

• 'ICOs and How Much Taxable Income They Generate,' Accounting Today, May 30, 2018

• 'United States Chapter, Getting the Deal Through Outsourcing,' Law Business Research Ltd, 2014

• 'Estate and Tax Guidance for Artists and Collectors,' Los Angeles Lawyer, 30th Annual Entertainment Law Issue, May 2014

• 'Time to Revisit Foreigner Investing in U.S. Real Estate,' Law360, November 22, 2013

• 'How the Health Care Act Affects the Taxation of Loan-Out Corporations,' Los Angeles Lawyer, 29th Annual Entertainment Law Issue, May 2013

• 'FATCA and NFFEs,' Economic Daily News (Taiwan), March 13, 2012

• 'The IRS' Amnesty Program for Foreign Account Holders: What You Need to Know,' The Wrap , August 8, 2011, author

• 'International Reporting Requirements for CPAs and Their Clients,' Accounting Today, March 24, 2011, author

• 'IRS Crypto Crackdown Poised To Go Global,' Law360, May 28, 2021, featured

• 'Comments on the Foreign Account Tax Compliance Act (FATCA),' American Bar Association, February 14, 2011, co-author

• 'Before You Say Yes and Move Abroad - Six Legal Issues to Consider,' Financier Worldwide - Global Reference Guide: Employment & Human Resources 2010, November 2010

• 'Tax Issues Associated with Carbon Trading Assets and the Impact of Proposed Legislation,' ABA Carbon Trading and Energy Finance Committee Newsletter, April 2010

• 'Section 181 Offers Incentives to Curb Runaway Productions,' Los Angeles Lawyer, 25th Annual Entertainment Law Issue, May 2009, co-author

• 'Unresolved Issues in the Income Forecast Method of Accounting,' Los Angeles Lawyer, 23rd Annual Entertainment Law Issue, May 2007, co-author

Admissions

• New York 1980

• California 1992

• Connecticut 2023

Education

• University of Notre Dame, Law School, J.D. 1979

• Columbia University, M.B.A., 1978

• University of Villanova, B.S., Mathematics, cum laude, 1975

Languages

• English

Memberships

• Board of Directors, Temple Emanuel of Beverly Hills

Key dates

• Year joined: 2019
• Year became partner: 2019