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Insight
External publications
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'Sample Charitable Lead Trust Administration Memorandum to Client', CEB - October 27, 2025, practitioner
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'Sample Advice and Warning Letter to Client (Charitable Lead Trusts)', CEB - October 21, 2025, practitioner
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'Is a Charitable Lead Trust Right for Your Client?,' CEB - October 7, 2025, practitioner
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'How the OBBBA Will Affect Charitable Planning and Tax-Exempt Organizations,' ABA - November 3, 2025, co-authored
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'The One Big Beautiful Bill Act and tax-exempt organizations,' Withers Insight - August 13, 2025, co-authored
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'Patagonia 2.0: the founders who are reshaping philanthropy,' Withers Insight - November 28, 2023, featured
- 'Considerations for making charitable gifts abroad,' Daily Journal's "Wealth with Withers" column - March 29, 2021, co-authored
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'UBTI Proposed Regulations Answer Some Questions but Raise Others,' Tax Notes - July 13, 2020, co-authored
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‘New tax legislation establishes flat tax on investment income of private foundations,'_ Thomson Reuters' Taxnet Pro - January 30, 2020, co-authored
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'Withers update on California and federal legislative activity affecting estate taxes,' Insight __ - June 19, 2019, co-authored
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'Proposal to enhance implementation, enforcement of exit tax,' __ Tax Notes - November 13, 2017, co-authored
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'Consider the private operating foundation,' __ Wealth Management's Trusts & Estates Magazine - October 2017, co-authored