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CLEtoGo (Podcasts)
Helping IRA Plan His IRA From the IRA” – Testamentary Planning with Individual Retirement Accounts Under the New Regulations; 2025 Estate & Gift Tax Conference
CLEtoGo (Podcasts)
Session 1: The Menu: Tax Planning Techniques in Estate Planning; 11th Annual Young Tax Lawyers Conference
CLEtoGo (Podcasts)
Buy, Borrow, Die: Challenges, Deferral Mechanisms, and Planning Structures in Achieving Maximum Tax Advantage; 2025 Estate & Gift Tax Conference
CLEtoGo (Podcasts)
Tax Court Panel-Valuation; 2025 Estate & Gift Tax Conference
CLEtoGo (Podcasts)
Session 3: Civility in Tax Practice; 11th Annual Young Tax Lawyers Conference
CLEtoGo (Podcasts)
Third Time’s a Charm? Key v. Tyler and No Contest Clauses; 2025 Estate & Gift Tax Conference
CLEtoGo (Podcasts)
Reporting and Privacy: The Corporate Transparency Act, State Public Registers, and Foreign Trust/Gift Proposed Regs; 2024 Annual Meeting of the Tax Bar and Tax Policy Conference
CLEtoGo (Podcasts)
Session 2: IRS Audits of Global High Wealth Individuals: Procedures & Common Issues; 11th Annual Young Tax Lawyers Conference
CLEtoGo (Podcasts)
Life Insurance Planning in the Current Economic/Tax Environment; 2025 Estate & Gift Tax Conference
CLEtoGo (Podcasts)
Choice of Business Entity and Trust Tax Treatment in Its Full Complexity; 2024 Annual Meeting of the Tax Bar and Tax Policy Conference
CLEtoGo (Podcasts)
Moore Taxes or Less? Tax Law After Moore v. U.S.
OnDemand
The 42nd Annual Fall Program: Decanting, Modification, and Termination of California Irrevocable Trusts