Talks

  • 'Weekly Tax Update,' Surgent Knowfully 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