Talks
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'Tax Treatment of Carried Interest: IRS Regs and Strategies for Tax, Private Equity, Real Estate Professionals,' Strafford webinar - February 27, 2024, speaker
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'Tax Issues and Planning Considerations for U.S. Executives,' Strafford Webinars - April 4, 2023, speaker
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'Checklist 2020: Moving forward,' Withersworldwide webinar - November 10, 2020
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'The Kaestner Case and Surveying Recent Developments in Income Tax Jurisprudence,' Wilmington Tax Group, Wilmington, Delaware - September 2019
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'Tax Treatment of Carried Interest: Planning Opportunities for Tax, Private Equity and Real Estate Professionals', Strafford Publications - July 2018, updated August 2019, webinar
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'Can social impact investments have substantial returns?' , Greenwich, April 2016
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'Tax Planning Ideas 2019,' The Howard H. Hinds Million Dollar Round Table, April 2019
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'To give or not to give? Overcoming client myths about the 2012 gift tax', Inside the Entrepreneurial Mind Monthly Breakfast Series, Greenwich, CT, November 2012
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'Tax incentives for businesses', Greenwich Chamber of Commerce Business Roundtable, February 2010
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Greenwich Entrepreneur Radio Program, WGCH 1490 AM (Greenwich)
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'Considering a sale of your family business', Greenwich, October 2009
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'Americans abroad successfully moving people, money and businesses out of the US', Withers Bergman LLP Annual International Trust and Tax Planning Conference,New York, June 2005
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'Instalment sales to defective trusts, dispelling the myths, spelling out the opportunities', Withers Bergman LLP, Connecticut, January and November, 2004