Naomita Yadav

Partner | San Francisco

Email Naomita
VCARD
+1 415 872 3220
LinkedIn

Secretary Katie Gradwohl

Email Katie
+1 415 549 2466
 

Experience

Crypto and digital assets Private client
Tax

Talks

  • 'S-Corp Planning for Business Succession,' Southern Nevada Estate Planning Council - October 30, 2024, speaker

  • 'Leaving Hotel California: Nexus Overview 2024,' CalCPA Webinar - July 29, 2024, speaker

  • 'State Income Tax & Trust Planning,' CalCPA Virtual 43rd Annual Tax & Estate Planning Forum - July 24, 2024, speaker

  • 'Business Entity Planning During Life and Death,' San Francisco Estate Planning Council Annual Trust and Estate Summer Symposium - June 14, 2024, speaker

  • 'State Income Tax and Trust Planning,' 3rd Annual Nevada Bankers Association 2024 Nevada Trust Conference - April 30, 2024, speaker

  • 'Leaving California,' USC Gould School of Law 2024 Tax Institute - January 23, 2024, speaker

  • 'Federal Estate, Gift, and GST Taxation Workshop,' Hawaii Tax Institute 60th Annual In-Person Conference - November 5, 2023, speaker

  • 'Federal Estate, Gift, and GST Taxation Workshop,' The 43rd Annual Tax & Estate Planning Forum - October 20, 2023, speaker

  • 'State Income Taxation and Trust Planning,' The 43rd Annual Tax & Estate Planning Forum - October 20, 2023, speaker

  • '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

  • '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

  • 'Federal Estate, Gift and GST Taxation Workshop,' Hawaii Tax Institute 59th Annual In-Person Conference - November 6, 2022, speaker

  • '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

  • 'Qualified Small Business Stock,' American Bar Association Tax Section's Virtual Fall Tax Meeting 2021 - September 23, 2021, panelist

  • 'Trusts as Owners of a Closely Held Business Entity,' American Bar Association Tax Section's Virtual Fall Tax Meeting 2021 - September 23, 2021, panelist

  • 'Community Property: Impact on Marital Rights and Estate Planning,' Minnesota CLE 2021 Probate & Trust Law Section Conference - June 8, 2021, speaker

  • ‘Potential Partnership Tax Pitfalls for Planners,' 33rd Annual RPTE Virtual National CLE Conference - April 22, 2021, speaker

  • '1041s For Lawyers,' RPTE Webinar, March 2021, speaker

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