Publications
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May 21, 2026 Articles
A Good Environment for Gifting: Taking Advantage of Low Valuations for Family Legacy Planning
Wine Business Monthly
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March 23, 2026 Podcast
The Talented Mr. Ripley: Steps to Protect, Help, and Educate Trust Beneficiaries
The Verdict: Estate Planning Through Film
March 2, 2026 Podcast
Batman Begins: Benefits of a Directed Trust and Highlights of the OBBBA
The Verdict: Estate Planning Through Film
October 31, 2025 Podcast
The Hangover: GST Tax Issues, Asset Protection, Income Tax Residency vs. Domicile, and Other Safeguards
The Verdict: Estate Planning Through Film
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July 22, 2025 Articles
The OBBBA - What Has (and Hasn’t) Changed for Individual Income, Estate, and Gift Taxes
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July 9, 2025 Perspectives
The OBBBA - What Has (and Hasn’t) Changed for Individual Income, Estate, and Gift Taxes
May 18, 2025 Podcast
Love Actually: Planning Considerations for Marriage, Divorce, Cohabitation, the Death of a Spouse, and More
The Verdict: Estate Planning Through Film
April 22, 2025 Podcast
Mamma Mia!: Common Estate Planning Issues for Blended Families
The Verdict: Estate Planning Through Film
March 6, 2025 Podcast
The Terminator: The QPRT as a Wealth Transfer Strategy and CTA Updates
The Verdict: Estate Planning Through Film
December 2, 2024 Podcast
RoboCop: Overview of Corporate Basics and Compliance Filings
The Verdict: Estate Planning Through Film
August 29, 2024 Podcast
Top Gun: Maverick - Core Estate Plan and Gifting Basics
The Verdict: Estate Planning Through Film
May 20, 2024 Podcast
REFRESH: Loot and Private Foundation Rules – Part 2
EO Radio Show – Your Nonprofit Legal Resource
May 13, 2024 Podcast
REFRESH: Loot and Private Foundation Rules – Part 1
EO Radio Show – Your Nonprofit Legal Resource
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May 2, 2024
Do You Have Trust (or Estate) Issues Due to PFAS Chemicals Being Designated as Hazardous Substances Under CERCLA?
February 26, 2024 Podcast
Charitable Planning With Guest Stephanie Hood: Navigating Complex Rules and Traps for the Unwary
EO Radio Show – Your Nonprofit Legal Resource
September 21, 2023 Articles
IRS Moves to Target Wealthy Taxpayers in Historic Compliance Drive
August 29, 2023 Articles
Steps for the Long-term Success of Your Brand & Business
The Grapevine Magazine
June 26, 2023 Podcast
Charitable Bequests With Guest Stephanie Hood
EO Radio Show – Your Nonprofit Legal Resource
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November 14, 2022 Podcast
Loot and Private Foundation Rules - Part 2
EO Radio Show – Your Nonprofit Legal Resource
November 7, 2022 Podcast
Loot and Private Foundation Rules – Part 1
EO Radio Show – Your Nonprofit Legal Resource
February 25, 2021 Webinar
New Round of PPP Loans: What Nonprofits Need to Know
Nonprofit Education Series
December 23, 2020 Articles
Prop. 19 Passed, Here Is What You Need to Know
October 15, 2020 Articles
Year-End Estate Planning in an Election Year
September 25, 2020 Articles
Estate Tax Planning for Large Company Stock Holdings: Four Tips for Using Record-High Lifetime Exemptions
myStockOptions.com
September 23, 2020 Webinar
Estate Planning During Uncertain Times
Wine Industry Education Series
September 10, 2020 Webinar
Hot Topics Facing Nonprofit Organizations and Their Advisors in 2020
March 24, 2020 Articles
Four Tips for High Net Worth Individuals Desiring to Utilize Record-High Lifetime Exemptions
March 24, 2020 Articles
Wealth Transfer Strategies in Today’s Market
March 21, 2020 Articles
Four Tips for High Net Worth Individuals Desiring to Utilize Record-High Lifetime Exemptions
January 27, 2020 Articles
Your Retirement Planning and the SECURE Act
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