Talks
- 'Federal Estate, Gift, and GST Taxation Workshop,' Hawaii Tax Institute 60th Annual In-Person Conference - November 5, 2023, speaker
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'Federal Estate, Gift, and GST Taxation Workshop,' The 43rd Annual Tax & Estate Planning Forum - October 20, 2023, speaker
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'State Income Taxation and Trust Planning,' The 43rd Annual Tax & Estate Planning Forum - October 20, 2023, speaker
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'Advanced Estate Planning for Large Estates: Utilizing FLPs, Dynasty Trusts, SLATs, CRUTs/CRATs, Gift-Sale Transactions, and Non-Grantor Trusts,' Strafford Webinars - October 12, 2023, speaker
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'Generation Skipping Transfer Tax Review 2023,' CalCPA Estate and Trust Planning Conference 2023 - July 14, 2023, speaker
- 'Advancing the Two Pillars: An OECD Tax Reform Project Update,' Tax Notes Talk Podcast - November 30, 2022, speaker
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'Federal Estate, Gift and GST Taxation Workshop,' Hawaii Tax Institute 59th Annual In-Person Conference - November 6, 2022, speaker
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'Tax Practice Speaker Series: Crypto and Cryo - Individual Taxation and Estate Planning for the Web 3.0 Era,' Northwestern University Pritzker School of Law - October 21, 2022, speaker
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'Qualified Small Business Stock,' American Bar Association Tax Section's Virtual Fall Tax Meeting 2021 - September 23, 2021, panelist
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'Trusts as Owners of a Closely Held Business Entity,' American Bar Association Tax Section's Virtual Fall Tax Meeting 2021 - September 23, 2021, panelist
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'Community Property: Impact on Marital Rights and Estate Planning,' Minnesota CLE 2021 Probate & Trust Law Section Conference - June 8, 2021, speaker
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‘Potential Partnership Tax Pitfalls for Planners,' 33rd Annual RPTE Virtual National CLE Conference - April 22, 2021, speaker
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'1041s For Lawyers,' RPTE Webinar, March 2021, speaker