Track record
Structuring UK operations
Structuring UK operations for a hedge fund management company.
Structuring joint venture
Structuring joint venture for US and UK investors in carbon trading operations.
US tax compliance and trust planning
US tax compliance and trust planning for wealthy Asian family.
Talks
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'Tax Treatment of Carried Interest: IRS Regs and Strategies for Tax, Private Equity, Real Estate Professionals,' Strafford webinar - February 27, 2024, speaker
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'Tax-efficient estate planning tools,' National Advisors Conference 2024: Growing Forward - February 14, 2024, speaker
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'Trends in Single Family Office Legal Structures U.S. Families,' Family Office TV with Angelo Robles - November 28, 2023, speaker
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'Creative International Insurance Planning,' STEP International Tax and Estate Planning Forum - May 4, 2023, speaker
- 'HNW Tax Rate Increases Outlined in House Proposal,' Bloomberg News - September 16, 2021, interview with Ben Steverman
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'Looking Ahead: The power of Private Placement Life Insurance (PPLI),' Withersworldwide webinar - June 29, 2020, co-presenter
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'Looking Ahead: Top 5 estate planning techniques during these uncertain times,' Withersworldwide webinar - June 15, 2020, co-presenter
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'PPLI/PPVA and International Clients,' PPLI/PPVA Forum, Chicago, IL - June 6, 2019
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'Expanding Insurance Capacity,' PPLI/PPVA Forum, Chicago, IL - June 5, 2019
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'Analyzing Foreign Trusts,' ABA Tax Section Meeting, Washington, D.C - May 11, 2019
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'Structuring Foreign Investment in US Real Estate: Entity Selection and Transaction Structures,' Strafford Publications webinar - March 6, 2019
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'Tax Treatment of Carried Interest: Planning Opportunities for Tax, Private Equity and Real Estate Professionals,' Strafford Publications - July 2018, webinar
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'PPLI/PPVA: Its Time Has Come,' M Group National Conference, Laguna Niguel, CA - February 27, 2018
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'The US Tax Cuts and Jobs Act of 2017 - What wealth management professionals outside the US need to know,' Withers seminar, Geneva and Zurich - January 2018
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'Planning Considerations for Foreign Grantor Trusts and Update on the IRS Voluntary Disclosure Program,' Morgan Stanley International Wealth Conference - December 19, 2017
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'Intergenerational Split Dollar Insurance Planning,' Private Placement Life Insurance and Deferred Variable Annuity Forum - June 13, 2017
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'US Tax Aspects of Inbound Investing and Immigration,' China Merchants Bank Conference - April 12, 2017
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'Form 3520 Foreign Trust Reporting for Tax Counsel: Navigating Filing Requirements and Penalty Abatements for Delinquencies,' Strafford National Webinar - April 6, 2017
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'Structuring Foreign Investment in U.S. Real Estate: Entity Selection and Transaction Structures,' Strafford Webinar - February 16, 2017
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'Is Your Client Tax-Ready to be a Lawful Permanent US Resident?' Knowledge Group National Webinar - October 25, 2016
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'Tax issues facing family investment partnerships,' New York State Society of CPAs, New York - June 2016
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'Tax Compliance for International Clients - FATCA and CRS,' AICPA National Conference, Las Vegas - January 2016
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'Structuring Partnership Equity Compensation,' Federal Tax Institute of New England - October 2015
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'Tax Aspects of International Wealth Management,' Morgan Stanley, New York - October 2015
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'US Tax Issues Facing Israeli Residents,' UBS Private Client Seminar, Tel Aviv, Israel - May 2015
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'Tax Issues Facing International Life Insurance and Private Placement Policies,' II_R PPLI Conference, London - May 2015
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'Charitable Gift Planning Using Charitable Lead Trusts,' New Jersey Estate Planning Council, New Jersey - January 2015
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'Tax and Reporting Requirements on US Executives and Owners of Foreign Corporations,' ANEFAC/Monterrey Tax Club, New York - September 2014
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'Tax Savings Opportunities in the PPLI / PPVA Market,' Tippett Morehead presentation, San Diego - July 2014
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'US Real Estate Investment: Tax and Legal Issues for Non-US Investors,' Friedman LLP, New York - June 2014
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'Top Ten Reasons for Foreign Wealth to Continue to Invest in the US,' Morgan Stanley International Wealth Management, New York - June 2014
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'FATCA and Foreign Trusts,' Bermuda Association of Licensed Trustees, Hamilton, Bermuda - May 2014
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'Use of Life Insurance in Cross-Border Tax Planning,' CRUM/CPAM, New York - April 2014
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'Reducing Tax on Active Business Alternative Investments,' Landmark Venture Forum, Greenwich, Connecticut - March 2014
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'Advanced Concepts in Deferred Compensation,' New Haven Chamber of Commerce, New Haven, Connecticut - October 2013
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'Tax on Foreign Shares Owned by US Persons,' CT CPA Society - August 2013
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'Reporting Foreign Financial Accounts Held by US Persons,' CT CPA Society, Hartford, Connecticut - July 2013
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'International Insurance Planning,' Transnational Taxation Network, New York - May 2013
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'FATCA Checklist for Buy-Side Firms - Where Should You be Now?' presented at Financial Technology Forum FATCA Briefing, New York - March 2013
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'FATCA - Where Should Buy-Side Firms Be Now?' Financial Technologies Forum, New York - February 2013
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'Intergovernmental Agreement,' FATCA Implementation Summit, New York - December 2012
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'Tax Consequences of Hedge Fund Structures,' Hedge Fund Tax 101, New York - June 2010