Talks
- 'Business Tax Update,' Surgent's Weekly Expert Hour Webinar Series - November 29, 2023
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'Top Business Tax Planning Strategies,' Surgent's Weekyl Expert Hour Webinar Series - November 20, 2023
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'Summary and Analysis of Inflation Reduction Act of 2022,' Surgent's Weekly Expert Hour Webinar Series - November 14, 2023, speaker
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'Update on the SECURE 2.0 Act,' Surgent's Weekly Expert Hour Webinar Series - October 26, 2023, speaker
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'Taxation of Partnership Distributions and Sales of Partnership Interests,' Surgent's Weekly Expert Hour Webinar Series - October 23, 2023, speaker
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'Top Ten Questions from Partnership Clients Regarding the Section 754 Election,' Surgent's Weekly Expert Hour Webinar Series - October 19, 2023, speaker
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'The Inflation Reduction Act's Changes to Auto and Energy-Related Tax Credits,' Surgent's Weekly Expert Hour Webinar Series - October 18, 2023, speaker
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'IRS Whistleblowers,' Surgent's Weekly Expert Hour Webinar Series - August 31, 2023, speaker
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'High Earners to Lose 401(k) Tax Break,' Surgent's Weekly Expert Hour Webinar Series - August 24, 2023, speaker
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'The Section 754 Election and Related Adjustments to Inside Basis of Partnership Assets,' The All -Star Tax Series - August 2, 2023, speaker
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'Tax Issues Related to Buying and Selling a Business,' The All Star Tax Series - July 26, 2023, speaker
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'Loss Limitations,' Surgent's Weekly Expert Hour Webinar Series - June 14, 2023, speaker
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'Estate Planning,' Surgent's Weekly Expert Hour Webinar Series - May 31, 2023, speaker
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'Weekly Tax Update,' Surgent's Weekly Expert Hour Webinar Series - January 19, 2023, speaker
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'Weekly Expert Update,' Surgent Knowfully Webinar Series - November 17, 2022, speaker
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'Partnership Distributions and Sales,' Surgent Knowfully Webinar Series - November 3, 2022, speaker
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'Top Ten Questions re: Section 754,' Surgent Knowfully Webinar Series - October 20, 2022, speaker
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'Weekly Expert Update,' Surgent Knowfully Webinar Series - September 22, 2022, speaker
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'Must-Know Rules Relating to IRAs and Qualified Plans for 2022,' Surgent Knowfully Webinar Series - September 12, 2022, speaker
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'Weekly Expert Update,' Surgent Knowfully Webinar Series - August 11, 2022, speaker
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'The American Families Plan Tax Compliance Agenda,' Surgent Accounting & Financial Education Expert Hour - May 27, 2021, speaker
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'Checklist 2020:Moving forward,' Withersworldwide webinar - November 10, 2020, co-presenter
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'Checklist 2020: Planning for any outcome,' Withersworldwide webinar - October 6, 2020, co-presenter
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'Estate Planning Opportunities in a Low Interest, Rate and Value Environment,' Withers/Marcum Webinar - June 11, 2020, presenter
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'Surgent Labor Law & the Cares Act: Navigating Employer Employee Conflicts in Times of Economic Distress,' Surgent Webinar - May 18, 2020, presenter
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'Opportunity Zones: IRC Sec. 1400Z Two Years On,' South Carolina Association of CPAs webinar - May 15, 2020, presenter
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'CARES Act Webinar,' Wealthmanagement.com - April 27, 2020, presenter
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'CARES Act Webinar,' The All Star Tax Series - April 14, 2020, presenter
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'CARES Act Webinar,' Surgent Webinar - April 8, 2020, presenter
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'Annual Roundtable Even,' CEG Worldwide - March 12, 2020, speaker
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'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
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'Democratic Tax Policies and Planning with Life Insurance,' 2020 Forum 400 - January 25, 2020, speaker
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'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
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'SECURE Act Panel,' Surgent Webinar - January 6, 2020, panelist
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'SECURE Act Panel,' Surgent Webinar - December 30, 2019, panelist
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'Update on Pass-Through Entities After Tax Reform: Corporations, Partnerships, and Limited Liability Companies (PTTR),' The All Star Tax Series - November 14, 2019, speaker
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'Update on Pass-Through Entities After Tax Reform: Corporations, Partnerships, and Limited Liability Companies (PTTR),' The All Star Tax Series - November 6, 2019, speaker
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'Tax Practitioner's Guide to Buying or Selling a Business (BYSB),' The All Star Tax Series - October 29, 2019, speaker
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'Tax Practitioner's Guide to Buying or Selling a Business (BYSB),' The All Star Tax Series - October 23, 2019, speaker
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'CEG Worldwide Roundtable,' CEG Worldwide - October 17, 2019, speaker
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'Tax Practitioner's Guide to Buying or Selling a Business (BYSB),' The All Star Tax Series - October 15, 2019, speaker
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'FSN NYC Mixer and QOZ Update,' YPO Financial Services - April 4, 2019, speaker
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'Opportunity Zones - Investing with Purpose,' SVN Webinar - February 2019, speaker
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'Private Placement Life Insurance Symposium,' New York, NY - June 2017, speaker
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'Presentation to China Merchants Bank,' New York, NY - April 2017, speaker
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'New First Financial Resources Sales and Marketing Symposium,' Laguna Beach, CA, - March 2017, speaker
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'U.S. Taxation of Resident and Non-Resident Aliens Q & A,' - November 2016, speaker
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'New First Financial Resources Board Meeting,' Amelia Island, FL - October 2016, speaker
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'Latest Estate Planning Ideas and Strategies,' Webinar - October 2016, speaker
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'Pacific Life Symposium,' - Huntington Beach, CA - September 2016, speaker
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'How Businesses are Impacted by Gift and Estate Tax Regulations,' - Interview with Barron's - September 2016, speaker
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'2704 Regulations Webinar,' - August 2016, speaker
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'Advanced Planning Symposium,' - New York, NY - July 2016, speaker
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'U.S. Taxation of Resident and Non-resident Aliens Webinar,' - July 2016, speaker
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'Sophisticated Estate Planning for Super High Net Worth Clients Webinar,' - July 2016, speaker
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Charter Financial Publishing Conference, Boston, MA, - October 2015
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Delaware Trust Conference, Wilmington, DE - October 2015
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Inc. Magazine Business Owner's Council, frequent presenter
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Surgent McCoy, frequent presenter
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3nd Annual Creating an Exceptional Family Office, Boston, MA - September 2014
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'Retirement Strategies for Wealth Business Owners', Financial Advisors Magazine, Las Vegas, NV - April 2014
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'Sourcing and Working with Super-Rich Inheritors', Rothstein Kass, New York, NY - April 2014
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'2nd Annual Creating an Exceptional Family Office,' Boston, MA - October 2013.
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'Life Insurance and Charitable Lead Annuity Trusts: Perfect Together!' Newport Beach, CA - March 2013
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'Private Placement Life Insurance and Charitable Lead Annuity Trusts: Perfect Together!' New York, NY - January 2013
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'Gift Planning Opportunities in 2012', IMI, Greenwich, CT - December 2012
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'Planning Opportunities Using Preferred Partnerships', Boston Estate Planning Council, Boston, MA, November - 2012
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'Estate Planning', Tax University, Rothstein Kass, New York, NY - October, 2012
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'2012 Gifting Strategies', Elite Wealth Management Conference, Boston, MA - October 2012
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'Creating a Multi-Family Office Conference', New York, NY - May, 2012
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'Sophisticated Estate Planning', Cromwell, CT - December 2011
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'Sophisticated Estate Planning', Norwalk, CT - December 2011
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'Sophisticated Estate Planning', Hamden, CT - December 2011
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'Protecting the Principals: Estate Planning', Greenwich, CT - November 2011
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'CBIA Family Business Program', Farmington, CT - October 2011
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'Cultivating the Super Rich', Forbes/Private Wealth, New York, NY - October 2011
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'Succession Planning for Business Continuity', Exit Planning Exchange Seminar, Stamford, CT - May 2011
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'Unique Wealth Transfer Planning Opportunities for Fund Professionals in 2011 and 2012', Greenwich, CT - May 2011.
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'Window of Opportunity: Saving Taxes in 2011-2012 and Providing for Certainty with Succession Planning', Greenwich, CT - May 2011
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'Multi-Generational Wealth Planning', NY - March 2011 __
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'Estate and Wealth Planning in 2011', IvyPlus Event, New York, NY - March 2011
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'Finding and Working with Affluent Physicians', New York, NY - November 2010
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'End-of-the Year Power Moves', Speaker, Inc. Magazine, Wayne, NJ and New York, NY - October 2010
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'Marketing Life Insurance to the Financial Elite', Presenter, New York, NY - October 2010
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'Estate Freeze Techniques for Family Businesses', Presenter, Merrill Lynch, New York, NY - September 2010
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'Create a Multi-Family Office Practice', Presenter, Private Wealth, Chicago - July 2010
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'Tax Efficient Hedge Fund Investing', Family Office Association, Greenwich - July 2010
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'Sourcing the Super-Rich for Life Insurance', Rothstein Kass, New York, NY - June 2010
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'Business Succession Planning', Herald Bank, New York, NY - June 2010
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'The Wealthy Family/Family Office Forum/PPLI', IMI, Greenwich - June 2010
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'Estate Planning', CLE Presentation, Rothstein Kass, New York, NY - March 2010
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'Trends in Family Office', Speaker, IvyPlus Event, New York, NY - March 2010
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'International Aspects of Estate Planning', to the Lower Fairfield County Estate Planning Council - December 2009
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'FLP Planning with GRATs and Defective Grantor Trusts', to financial professionals in Hong Kong and Singapore - May 2009
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'Working with Family Offices', Connecticut Chapter of The Alliance for Alternative Asset Professionals - March 2009
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'Wealth Planning for Hedge Fund Managers', to MARHedge World Wealth Summit, Bermuda - October 2006
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'Family Offices and Trusts Tax Efficient Cross-Border Planning', to World Offshore Covention, Puerto Rico - October 2005
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'Succession Planning for Family Offices', to Family Office Business Operations, New York - July 2005