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Article
IRS Delivers Double Whammy to Owners of Escheated IRAs
Law360 -
Alert
Supreme Court Rules for the States—Physical Presence Not Required for Sales Tax Collection
State and Local Tax -
Alert
New IRS Ruling Creates Double Whammy for Individual Retirement Accounts Treated as Unclaimed Property
Tax, Benefits, and Private Client -
Article
Should You Rush to the Finish Line?
Los Angeles Business Journal: Women's Council & Awards 2018 -
Seminar
Wealth Transfer Strategies for a Rising Interest Rate Environment
CalCPA LA Estate Planning CTE -
Article
Selling a Closely Held Business – Part II: The Sales Process Identify and Fix “Deal Killers” Beforehand
WealthManagement.com -
Article
Selling a Closely Held Business – Part 1: Exit Planning
WealthManagement.com -
Speaking Engagement
Estate Planning for Nonresident Aliens and Their U.S. Families
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Speaking Engagement
Qualified Opportunity Zones and Tax Credits: Capital Gain Deferral Mechanisms under New Section 1400Z
Strafford CLE/CPE Webinars -
Speaking Engagement
The Next Big Deal: Opportunity Zones
New Markets Tax Credit Summit 2018