Reporting and Privacy: The Corporate Transparency Act, State Public Registers, and Foreign Trust/Gift Proposed Regs
November 8, 2024 at 2:10pm – 3:10pm (PST)
International Tax and Estate Planning, Private Client, Tax
9th Annual Hot Topics in Charitable Planning
January 31, 2023 at 4:30pm
Regional Parks Foundation
Family Wealth, International Tax and Estate Planning, Ultra-High Net Worth
Estate Planning in an Inflationary Environment: Re-Assessing Existing Plans and Techniques to Take Advantage of Increased Interest Rates
October 19, 2022 at 4:00pm
Estate Planning Council of Diablo Valley
International Tax and Estate Planning, Family Wealth, Ultra-High Net Worth
8th Annual Hot Topics in Charitable Planning
January 26, 2022 at 4:30pm
Regional Parks Foundation
Family Wealth, International Tax and Estate Planning, Ultra-High Net Worth
Post 2020 Elections: What to Expect
January 14, 2022 at 11:00am
Lido Consulting
Family Wealth, International Tax and Estate Planning, Tax
7th Annual Hot Topics in Charitable Planning
January 14, 2021 at 4:30pm
Regional Parks Foundation
Family Wealth, International Tax and Estate Planning, Ultra-High Net Worth
CalCPA International Tax Conference: Taxation of Foreign Trusts with U.S. Beneficiaries
November 18, 2020 at 3:25pm
CalCPA
Family Wealth, International Tax and Estate Planning, Tax
6th Annual Hot Topics in Charitable Planning
January 30, 2020 at 4:00pm
Regional Parks Foundation
Family Wealth, International Tax and Estate Planning, Tax, Ultra-High Net Worth
Planning Until Sunset: Gift, Estate, GST and Income Tax Planning Strategies Following the 2017 Tax Act
April 17, 2019 at 6:00pm
Estate Planning Council of Diablo Valley
Family Wealth, International Tax and Estate Planning, Tax, Ultra-High Net Worth
Cross-Border Planning: Analyzing Income, Estate and Gift Tax Issues for Multinational Families
May 29, 2018 at 2:00pm
FPA NorCal Conference
Family Wealth, International Tax and Estate Planning
All in the Family: Techniques and Pitfalls to Consider When Transferring Wineries and Vineyards to the Next Generation
February 8, 2018 at 4:00pm
Fox Fiduciary Summit
Family-Held Enterprises, International Tax and Estate Planning, Private Client, Ultra-High Net Worth, Wine
Estate Planning Advisor Seminar: International Estate Planning
6/2/2017 8:00am – 1:00pm
Golden Gate University
Family Wealth, International Tax and Estate Planning
Planning Amid Pending Tax Reform: Review of Federal and California Estate Tax Proposals and Strategies for Advising Clients
5/17/2017 6:00pm – 8:00pm
Lafayette Park Hotel
Family Wealth, International Tax and Estate Planning, Exempt Organizations
Planning Amid Pending Tax Reform: Strategies for Domestic and International Clients
3/30/2017 11:30am – 1:30pm
Farella Braun + Martel LLP
Family Wealth, Exempt Organizations, International Tax and Estate Planning
Family Law and Estate Planning for the International Elite
10/21/2016 11:30am – 1:30pm
Farella Braun + Martel
Family Wealth, International Tax and Estate Planning
Pitfalls and Planning Opportunities for Non-U.S. Persons: Analyzing Income, Estate and Gift Tax Issues in the Cross-Border Context
10/18/2016 5:30pm – 7:00pm
Family Wealth, International Tax and Estate Planning