Talks
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'Checklist 2020: Cross border estate planning in an election year,' Withersworldwide webinar - October 2020, co-presenter
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'Looking Ahead: Key benefits of Grantor Retained Annuity Trusts (GRATs),' Withersworldwide webinar - July 2020, co-presenter
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'Tax Implications of International Expansion,' Accounting & Finance Show, New York - July 2019, co-presenter
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'Cross-Revenue Compliant Insurance Solutions,' 2019 Private Placement and Variable Annuities Forum - June 2019, presenter
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'Loss Utilization Planning After the 2017 Tax Act,' Clear Law Institute - April 2019, co-presenter
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'Update: The Tax Cuts and Jobs Acts of 2017: What Tax and Wealth Management Professionals Need to Know Now,' Clear Law Institute Webinar - November 2018, co-presenter
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'Structuring and Planning for Non-Traditional Investments Using Life Insurance,' 2018 Private Placement and Variable Annuities Forum - June 2018, presenter
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'An Overview of the Tax Cuts and Jobs Act,' Clear Law Institute - March 2018, co-presenter
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'The New Tax Law: What Estate Planners and Wealth Professionals Should Know,' Trusts & Estates Webinar - January 2018, presenter
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'The Tax Cuts and Jobs Act - How estate planners and wealth management professionals can prepare for year-end and beyond,' Trusts & Estates Webinar - November 2017, presenter
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'The Unified Framework on Tax Reform - What Estate and Wealth Planning Professionals Need to Know,' Trusts & Estates Webinar - October 2017, presenter
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'The Delaware Trust Advantage for the Out-of-State or Out-of-Country client,' 2017 Delaware Trust Conference - October 24, 2017, speaker
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'Benefits of International Jurisdictions,' 2017 Private Placement Life Insurance & Variable Annuities Forum - June 2017, presenter
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'Trump Tax Reforms: Insight from Washington, Implications and Strategies to Continue Growth', 2017 Private Placement Life Insurance & Variable Annuities Forum - June 2017, panelist
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'Post Election Analysis: What Can We Expect From the New Administration and the New Congress?' Trust & Estates Webinar - November 2016, panelist
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'Private Company Exit Alternatives', Expert Webcast - October 2016, panelist
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'Alternative Uses of Life Insurance', Expert Webcast - August 2016, panelist
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'Europe: Compliance-based Solutions', 2016 Private Placement Life Insurance & Variable Annuities Forum - May 2016, presenter
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'Foreign Investments in the U.S.' Expert Webcast - May 2016, panelist
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'It's Time To Come Ashore', Fairfield County Community Foundation - May 2016, panelist
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'Alternative Investments,' Expert Webcast - March 2016, panelist
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'Business Succession Planning', Expert Webcast - October 2015, panelist
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'Policy Designs Planning and Practical Applications for Families', Private Placement Life Insurance & Variable Annuities Forum - June 2015, panelist
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'Raising Alternative Capital - Private Placement Insurance', Webcast - April 2015, webinar
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'Shifting, Wealth - Technique to Leverage and Shift Wealth into More Tax Efficient Buckets', Abbot Downing, webinar - December 2014
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'Tax Planning for Deferred Compensation and Other Major Income Events', BNY Mellon - October 2014
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'PPLI for Experienced Practitioners: Capitalizing on Key Market Developments', Private Placement Life Insurance & Variable Annuities Forum - June 2014
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'Expatriation Tax and Planning', The 10th Annual Estate Planning Institute, NYSBA/STEP New York - March 2014
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'The Private Insurance Company Analysis of Trends and Structuring Relating to Life Insurance Products and Companies and Investment', Annual Conference of the International Tax Planning Association, London - March 2014
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'Analysis of and Planning for the Final Net Investment Income Tax Regulations', Bloomberg BNA, webinar - January 2014
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'Planning for Foreign Investment into US Trades or Businesses Using Annuities and Life Insurance', SALI 2013 Private Placement Insurance Market Gathering, New York - October 2013
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'Revenue Ruling 2013-17, Windsor and DOMA: Effective Planning for Your Clients', Bloomberg BNA, webinar - September 2013
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'International Tax Issues for the Domestic Estate Planner', Bloomberg BNA, webinar - August 2013
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'Estate and Income Tax Planning Implications in the Divided States of America After the DOMA Ruling', Trusts & Estates Magazine, webinar - July 2013, webinar. Click here to view the webinar at on24.com
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'Offshore Opportunities in the PPLI/PPVA Market', Private Placement Life Insurance & Variable Annuities Forum - June 2013
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'International Tax Issues for the Domestic Estate Planner', Bloomberg BNA, webinar - April 2013
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'Around the World in 70 Minutes'” STEP Boston - February 2013
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'Medicare 3.8% Tax on Net Investment Income: Analysis of the Proposed Regulations and Planning for the New Tax', Bloomberg BNA, webinar - January 2013
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'Partnerships and Pass-Through Entities', Bloomberg BNA Tax Policy & Practice Summit - November 2012. Click here to watch video of Jim's post-Summit interview on Brightcove.com
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'Pre-Election Outlook Planning for the Year Ahead', STEP, New York - October 2012
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'Partnership and Pass-Through Entities', Interview with Bloomberg BNA - Click here to listen to this interview
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'Foreign Applications and Planning: Understanding the European, Asian and Latin American Markets', Private Placement Life Insurance and Annuities - May 2012
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'Entrepreneurs & Investors: Legal Tips to Plan and Protect', Dartmouth Entrepreneurial Network - May 2012
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'Multi-Generational Split Dollar Insurance Planning', Volios Education Exchange, JP Morgan Private Bank - March 2012
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'How to Use Partnerships and Foundations in a Compliant World', STEP, Switzerland - May 2011
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'CLAT Planning with Insurance to Achieve Long-Term Income and Multi-Generational Tax Planning Objectives', JP Morgan Private Bank - December 2009
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'Tax Efficient Investing in Hedge Funds', MetCircle ,New York - November 2006
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'Use of Premium Financing in Tax Planning', Life Insurance Finance Association Conference, March 2006
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'Tax Efficient Investment for Families', MGI 2nd Annual Global Family Office Conference, April 2004