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Credentials

Education

  • Loyola Law School Los Angeles, LL.M., 2016
    • Tax
  • Loyola Law School Los Angeles, J.D., 1995
  • Pepperdine University, B.S., 1988

Bar Admissions

  • New York, 2024
  • Wyoming, 2024
  • Texas, 2023
  • District of Columbia, 2022
  • California, 1995

Affiliations

  • Member, USC Tax Institute
  • Member, California Society of Certified Public Accountants (CalCPA)
  • Member, Society of Trust and Estate Practitioners (STEP)
  • Member, American Bar Association Tax Committee

Other Admissions & Certifications

  • California Certified Income Tax Specialist

Recognition

  • Best Lawyers in America® – Tax Law (2023-2026) 

Insights & Events

View Insights & Events

Prior Publications & Press

  • “The Corporate Transparency Act: Beneficial Ownership Information Reporting Checklist”
    Pratt’s Privacy & Cybersecurity Law Report, September 2023
  • “Corporate Transparency Act and Proposed Regulation”
    Major Tax Planning, 74th USC Tax Institute, January 2022
  • “Biden Tax Plan: Richest Americans ‘Freaking Out’ as Dynasty Trusts Targeted”
    Bloomberg Wealth, June 28, 2021
  • “Latest OCC Crypto Bank Approval Hints at Post-Trump Future”
    Law360, February 10, 2021
  • “Qualified Opportunity Zones: Promise Remains (Or Does It?)”
    Thomson Reuters’ Taxation of Exempts, Thomson Reuters’ Practical Tax Strategies, November/December 2020
  • “Facing Change: Current Tax and Estate Planning Ideas”
    NAEPC Journal of Estate & Tax Planning, September 2020
  • “Key issues facing corporate clients and potentially impacting transactions”
    Daily Journal, September 2, 2020
  • “Federal Banks Get OK to Provide Services for Crypto Assets”
    Bloomberg Law, August 20, 2020
  • “Facing change: Current United States tax and estate planning ideas”
    Withers Insight, August 11, 2020
  • “Working Group Seeks Answers on ’Medical Condition Exception”
    Tax Notes, May 15, 2020
  • “Coronavirus Working Group Focuses on International Tax Issues”
    Tax Notes, May 14, 2020
  • “Can AI be taxed?”
    Los Angeles Lawyer, May 2020
  • “Your lenders have called – What should you do now? Insights for US businesses navigating the impact of the coronavirus”
    Withers Insight, May 5, 2020
  • “IRS Helps Foreigners Stranded in the United States Due to COVID-19”
    WealthManagement.com, April 29, 2020
  • “Co-Author, “IRS Issues Relief to Foreigners Stranded in the United States due to Coronavirus”
    Withers Insight, April 22, 2020
  • “Alternative investments should be reviewed to address coronavirus related issues”
    Withers Insight, March 31, 2020
  • “Coronavirus: Risk of US tax residency for foreigners stuck in the United States”
    Withers Insight, March 27, 2020
  • “Coronavirus impact on US international tax compliance”
    Withers Insight, March 27, 2020
  • “Silicon Valley Wins Big With Tax Break Aimed at Small Businesses”
    Bloomberg BusinessWeek, June 10, 2019
  • “Qualified Opportunity Zones”
    NAEPC (National Association of Estate Planners & Councils) Journal of Estate and Tax Planning, Issue 31, May 2019
  • “Asset Pouring; California Enacts New Decanting Statute”
    California CPA Magazine, January 2019
  • “CEB Choice of Entity”
    California Business Law Practitioner, Fall 2018
  • “IRS Issues Proposed Regulations on Gift”
    Los Angeles Daily Journal, November 27, 2018
  • “New Decanting Law Will Make it Easier to Change Irrevocable Trusts”
    Los Angeles Daily Journal, October 16, 2018
  • “Impact of New Tax Laws on Collectors”
    Heritage Auctions Trusts & Estates Journal, Fall 2018
  • “Bring It Home”
    Los Angeles Lawyer, September 2018
  • “Finally, Proposed Regulations Regarding IRC Section 199A”
    Los Angeles Daily Journal, August 16, 2018
  • “The Myth of College for All – Proposed Estate Tac Won’t Buy ‘College for All’ Californians”
    Los Angeles Daily Journal, May 25, 2018
  • “Co-Author, How is the Tax Cuts and Jobs Act Affecting M&A?”
    Daily Journal, April 16, 2018
  • “Author, Judgment Creditor Not Entitled To Restitution on Reversal”
    Daily Journal, March 2018
  • “Foreign Tax Reform Changes Under Tax Cuts and Jobs Act”
    Daily Journal, January 26, 2018
  • “Law Only Partially Addresses Treatment of Digital Assets”
    Daily Journal, 2017
  • “Notices of Proposed Actions Can Help to Protect Trustees”
    Daily Journal, 2017
  • “Plan Would Turn Flow-through Tax Precedent Upside Down”
    Daily Journal, 2017
  • “Not-for-Profits Must Recognize Funds Earlier”
    Daily Journal, 2017
  • “Guidance on Adding Debt to Tax Basis”
    Daily Journal, 2017
  • “Constructive Trusts Can be Court Imposed to Ensure Equity”
    Daily Journal, 2017
  • “Partnership Audit Procedure Rules Will Change in New Year”
    Daily Journal, November 27, 2017
  • “Creative Trust Options for Holders of Substantial Assets”
    Los Angeles Lawyer, December 2017
  • “Tax Reform in Our Stockings After Senate Bill Passage?”
    Daily Journal, December 5, 2017
  • “Tax Cuts and Jobs Act Appears Poised to Become Law”
    Daily Journal, December 19, 2017
  • “Tax Reform Impacts on Estate Planning”
    CalCPA, December 22, 2017

Prior Events

  • “Renewable Energy Tax Credits After the Inflation Reduction Act”
    November 19, 2024
  • “Discovering NFTs: What Your Company Needs to Know About NFTs in 2024”
    Practising Law Institute, November 7, 2024
  • “Solutions For Managing Highly Appreciated Assets”
    Hawaii Tax Institute Conference, November 6, 2024
  • “CA Tax Update”
    Cal CPA Estate and Trust Planning Conference, July 12, 2024
  • “Generation Skipping/Dynasty Trusts”
    National Business Institute, May 2024
  • “Family Office Tax Update: Foundational Principles and Emerging Issues”
    Strafford Webinar, February 19, 2024
  • “Surprise- You’re Reporting Too! Corporate Transparency Act for Real Estate Investments”
    CalCPAs, January 30, 2024
  • “Important Considerations in Setting Up a Successful Family Office”
    USC 2024 Tax Institute, January 23, 2024
  • “NFT Taxation: What Guidance Currently Exists and Using Established Tax Principles to Fill the Voids”
    Discovering NFTs: What Your Company Needs to Know About NFTs in 2023, December 11, 2023
  • “NFT Taxation: Key Issues and Rules in 2023”
    Beverly Hills Bar Association, December 5, 2023
  • “Pre- Immigration Planning”
    Hawaii Tax Institute 60th Annual In-Person Conference, November 7, 2023
  • “Corporate Transparency Act”
    Southern California Family Office Forum, November 2, 2023
  • “WEALTH WEDNESDAY: CA and States Income Taxation of Fiduciaries, Estates & Trusts”
    CalCPAs Estate Planning Committee, October 18, 2023
  • “What’s it All For: Creating a Purpose-Driven Legacy”
    C200 2023 Annual Conference, October 13, 2023
  • “Outbound Investments by Closely Held Companies”
    The Procopio International Tax Institute Conference, May 26, 2023
  • “Mergers, Acquisitions and Restructuring of Closely Held Businesses”
    Beverly Hills Bar Association’s Part Two: Business and Tax Aspects of Buying, Selling and Restructuring of Corporations, November 14, 2022
  • “NFTs Taxation: What Guidance Currently Exists and Using Established Tax Principles to Fill the Void”
    Practising Law Institute Unpacking the Boom: What Your Company Needs to Know about NFTs 2022, November 10, 2022
  • “Taxation of Cryptocurrency and Non-Fungible Tokens (NFTs) with Planning Suggestions”
    Hawaii Tax Institute 59th Annual In-Person Conference, November 6-10, 2022
  • “Tokenized Real Estate”
    Sand Hill Angels, October 13, 2022
  • “Dark Side Tales – Watch Your Back: Common Threats to High Net Worth Individuals”
    USC Gould School of Law 2022 Virtual Tax Institute, January 26, 2022
  • “Too Late or Not at All? Tax Elections and Relief for Missing Them”
    USC Gould School of Law 2022 Virtual Tax Institute, January 25, 2022
  • “Planning for Reduction of Estate Tax Exemptions: Strategies for Clients Who Do Not or Soon Will Not Have Exemptions”
    Strafford Webinar, November 30, 2021
  • “STEP LA: NFTs: Protection for digital artwork leads to tax and planning complexities”
    STEP LA Virtual Event, November 16, 2021
  • “Cryptocurrency Taxation”
    CBIZ Tax Conference Presentation, July 14, 2021
  • “Overhauling Your Estate and Income Tax Planning Technique”
    Chambers Webinar, June 3, 2021
  • “U.S. Individuals Doing Business Abroad: The Flow-Through Toolkit”
    IFA USA Southern California Regional Webinar, May 27, 2021
  • “Cryptocurrency Taxation”
    USC Gould School of Law 2021 Virtual Tax Institute, January 25, 2021
  • “Income tax and estate planning in an election year, with an international focus”
    National Association of Estate Planners & Councils – NAEPC Fairbanks Webinar, November 16, 2020
  • “Withers talks: families and family office | Ep 7 – Family offices as direct investors”
    Withersworldwide Podcast, October 8, 2020
  • “Been in the U.S. and Now Heading Overseas? How Will this Impact Your Estate & Tax Planning?”
    Los Angeles Inbound Wealth Planning Council Webinar, August 20, 2020
  • “Tax and Estate Planning for US Persons with Foreign Assets”
    Los Angeles County Bar Association, August 4, 2020
  • “U.S. Tax Residency, COVID-19 and Beyond”
    STEP LA Webinar, June 24, 2020
  • “Family Office Operations 2020: New Ideas”
    Wealth management firm-hosted event, January 24, 2020
  • “Artificial Intelligence”
    AICPA & CalCPA Entertainment Industry Online Conference, December 13, 2019
  • “Family Office Operations 2019: New Ideas”
    Large financial institution-hosted event, November 19, 2019
  • “VCs, Private Equity and Corporate Investments: The Funding and Accelerating the Content and Technology Marketplace”
    Finance Hollywood, November 12, 2019
  • “Family Office Operations 2019: New Ideas”
    Large financial institution-hosted event, September 25, 2019
  • “Disasters in Estate Planning & How to Fix Them”
    CalCPA, August 14, 2019
  • “State Taxation of Trusts and Why To Be Wary of California”
    The Accounting and Finance Show, July 23, 2019
  • “Artificial Intelligence”
    CalCPA Entertainment Industry Conference, June 25, 2019
  • “Dana Latham Awards Luncheon”
    Los Angeles County Bar Association, June 7, 2019
  • “VCs, Private Equity and Corporate Investments: The Funding and Accelerating the Content and Technology Marketplace”
    Digital Hollywood Spring, May 21, 2019
  • “When Opportunity Zones Knock, Be Prepared To Answer! How to get in the Zone”
    Deutsche Bank Trust Company, April 23, 2019
  • “Internal Revenue Code Section 199A Overview and Case Studies”
    Pasadena Bar Association, March 22, 2019
  • “A Look Into the Tax Cuts and Jobs Act; Pass Throughs, Corporate Tax, and Choice of Entity”
    Beverly Hills Bar Association, February 14, 2018
  • “Qualifying, Structuring and Restructuring Businesses for the 20% Pass Through Deductions”
    Beverly Hills Bar Association, May 1, 2018
  • “VCs, Private Equity and Corporate Investments: The Funding and Accelerating the Content and Technology Marketplace”
    Finance Hollywood, October 16, 2018
  • “Long Term Trusts: How to Plan for Long-Term Family Wealth”
    U.S. Trust, October 17, 2018
  • “Corporation or LLC after the Section 199A Regs”
    CalCPAS, November 30, 2018

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