Experience
Talks
- 'International Planning for Social Media Influencers, Entertainers & Athletes,' 16th Annual STEP International Tax and Estate Planning Forum - June 14, 2024, speaker
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'Estate Planning Panel,' 2nd Annual Spearhead Southern California PPLI & PPVA Forum - May 15, 2024, speaker
- 'Doing Business Anywhere and Nowhere: Taxation of Athletes, Entertainers and E-Sport,' International Bar Association Global Annual Paris Conference - October 30, 2023, speaker
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'Play Toys: Yachts, Jets & Pets,' STEP International Tax and Estate Planning Forum - May 4, 2023, speaker
- 'Recent International Tax Developments,' Los Angeles International Tax Forum - February 28, 2023, speaker
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'Let's Talk Canadian / US Tax & Estate Planning Tips & Traps, eh!' STEP LA - September 20, 2021, chair & moderator
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'Section 965 Payment Acceleration Events: Avoiding Triggers, Curable Events,' Strafford Program - August 24, 2021, co-presenter
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'California in the Rearview Mirror - Residency Termination (or Jackson Hole here I come),' STEP Los Angeles - July 27, 2021, co-presenter
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‘Tax and Estate Planning for the International Athlete / Artist,' The 13th Annual STEP International Tax & Estate Planning Forum - May 7, 2021, co-presenter
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'Entertainment Industry Tax Update 2021,' USC Gould School of Law 2021 Virtual Tax Institute - January 25, 2021, co-presenter
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'Income tax and estate planning in an election year, with an international focus,' National Association of Estate Planners & Councils NAEPC Fairbanks webinar - November 16, 2020, co-presenter
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'Checklist 2020: Cross border estate planning in an election year,' Withersworldwide webinar - October 14, 2020, co-presenter
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'U.S. Tax Residency, COVID-19 and Beyond,' STEP LA Webinar - June 24, 2020
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'Foreign Activities of U.S. Taxpayers: Feeling GILTI?' USC Tax Institute - January 27, 2020
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'Foreign Activities of U.S. Taxpayers: Feeling GILTI?' STEP LA - November 5, 2019
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'Moderated Roundtable Discussion,' STEP Wyoming International Estate Planning Conference - September 21, 2019
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'Expatriation Tax Planning for U.S. Retirees: Filing Obligations, Exit Tax, U.S. Pension and Retirement Income,' Strafford Webinar - July 25, 2019
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'Tax, Immigration & Reputation for International Sports Persons & Entertainers,' US/UK Tax Planning: New York & Los Angeles Conferences - May 2 & 6, 2019
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'Tax Residency: Unwelcome Status?' Beverly Hills Bar Association - February 28, 2019
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'GILTI Planning for the Private Client,' STEP LA - May 2018
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'Tax Residency: Unwelcome Status?' USC Gould School of Law 2018 Tax Institute - January 2018
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'International Estate and Income Tax Planning Greatest Riddles and Enigmas,' STEP LA - November 2017
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'Ethical Considerations in Planning for High-Net-Worth Individuals,' STEP LA - January 2017
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'Foreign Investment in U.S. Real Estate,' Beverly Hills Bar Association - June 2016
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'International Tax Enforcement Updates' and 'Basic International Planning: Income Taxation,' STEP International Tax and Estate Planning Forum, Laguna Beach, CA - May 2016
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'Tax Issues: Cross-Border Divorce,' International Association of Marital Lawyers, Beverly Hills, CA - February 2016
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'Inbound Investing for Nonresident Aliens,' STEP San Diego - October 2015
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May 2015 Inaugural STEP-USA Conference, San Diego, speaker and panel chair
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2008-2013 Annual STEP Pacific Rim Conferences, Various Topics on Planning for International Private Clients, San Francisco (May, 2008 and 2009), Santa Monica (May, 2010-2012), and Los Angeles (May 2013) - speaker and panel chair
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'2011 Voluntary Compliance Initiative,' a series of three lectures and discussions on the IRS foreign account reporting OVDI initiative, STEP LA - Summer 2011
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'Section 409A Deferred Comp and Other Current Entertainment Tax Topics,' 2010 International Film & TV Finance Summit BNA-Atlas Group - March 2010
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'2009 Institute on Entertainment Law and Business,' USC Gould School of Law - October, 2009
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'Tax Planning for International Entertainers and Athletes,' New York State Bar Association/STEP Fifth Annual International Estate Planning Institute - April 2009
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'Selective International Tax Compliance: Cross-Border Gifts,Foreign Trusts and Expatriation,' STEP LA - February 2009
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'Tax Planning for International Entertainers and Athletes,' American Bar Association (ABA) Section of Taxation 2008 Joint Fall CLE Meeting - September 2008
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'Leaving the U.S.,' STEP Canada 10th National Conference - June 2008
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'Crossing Borders: Advising the International Private Client,' State Bar of California Trust & Estates Section, Sophisticated Tax Planning and Trust Administration Conference - April 2008
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'Alternatives to the International Will,' International Bar Association (IBA) 13th International Wealth Transfer Practice Conference - March 2008
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'Global Tax Planning for World Class Entertainers & Athletes,' 36th Conference of the USA Branch of International Fiscal Association (IFA) - February 2008
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'Entertainment Industry: Tax Developments and Planning Ideas,' Beverly Hills Bar Association - September 2007
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'Beyond Trusts,' The Family Wealth Management Conference, Campden Conferences - February 2007
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'Current Trends in International Wealth Transfer Planning,' 2005 Fall Meeting ABA International Law Section - October 2005
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'International Trust Litigation,' 2005 IBA Annual Global Conference - September 2005