Track record
Charitable Remainder Unitrust
Assisted a professor in deferring tax on roughly 100 million dollars of gain from the sale of a drug patent through the use of a Charitable Remainder Unitrust. In addition to deferring capital gains tax, the use of the trust will greatly enhance the value of assets available for his private foundation.
African client
Advised an African client in connection with a gift of 10 million dollars to build a new dormitory at his alma mater, a Massachusetts college.
Polish University
Advised a Polish University was able to avoid a 30% withholding tax on a large pension account given to the University by a US resident alumnus.
Talks
- 'Private Foundations: The Complete Guide - Legal and Tax Compliance and Planning Essentials,' National Business Institute (NBI) CLE Virtual Seminar - January 25, 2024, presenter
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'Withers talks: cryptocurrency | Ep 12 - Cryptocurrency and charitable giving,' Withers podcast - June 29, 2021, guest
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‘Establishing a 501c3 Organization,' National Business Institute - April 22, 2020, co-presenter
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'Transfer of Assets to a Public Charity: Private Foundation Termination,' Lorman Education Services - January 14, 2020, co-presenter
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'Tax Exempt Organizations: New Rules and Updates,' National Business Institute - October 15, 2019, co-presenter
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'International Philanthropy: Overcoming Tax and Legal Obstacles,' Lorman Education Services - May 29, 2019, co-presenter
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'Nonprofit Bylaws: Drafting Mistakes Attorneys Can't Afford to Make,' National Business Institute - May 23, 2019, co-presenter
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'Nonprofit Board Governance Liability,' National Business Institute - October 29, 2018, co-presenter
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'Tax Strategies for Estate, Retirement and Financial Planning,' National Business Institute - November 16, 2017, co-presenter
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'Tax Exempt Organizations Boot Camp', NBI Inc. - August 30, 2017
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Sotheby's institute of Art, New York, guest lecturer
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Art Appraisers Association Annual Conference, New York
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'Ten Threats to Your Art Collection', Bruce Museum Greenwich Connecticut
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'Estate Tax Developments', Wadsworth Atheneum