Event Search JMBM Events Lawyer: Megan Ferkel Earhart August 1, 2024 Trusted Women Strategic Estate Planning Breakfast January 18, 2024 Trusted Advisor Summit: Tax Planning for Clients in the Entertainment Industry June 28, 2023 Ground Control Business Management February 18, 2022 ICONIQ Capital: Selling a Company: Conversations to Have Before and After a Sale September 10, 2020 Lorman: Taxation and Estate Planning for Clients With Collectible Assets August 8, 2018 California Society of CPAs: The Certainty of Death & Taxes: Understanding Estates and Trusts in the Ever-Changing Environment June 26, 2018 Abacaus Wealth Partners, Lunch Nā Learn: Tax Planning Under The 2017 Tax Act: Should the Tail Wag the Dog? March 20, 2018 Estate Planning Council of San Diego: Family Dynamics: Problem Children and Other Dysfunctions February 7, 2018 Woodland Hills Tax & Estate Planning Council: Family Dynamics: Problem Children and Other Dysfunctions October 27, 2017 The Tax & Estate Planning Forum: Family Dynamics: Problem Children and Other Dysfunctions October 4, 2017 Pepperdine University, Center for Estate and Gift Planning (PEPNET): Family Dynamics: Problem Children and Other Dysfunctions November 18, 2016 USC Trusts & Estates Conference: Collaborative Estate Planning: How to Avoid the Sandbox Fight June 15, 2016 Jewish Community Foundation, Professional Advisor Speaker Series: Non-Trust Assets: How to Avoid Malpractice Issues 2 June 8, 2016 Jewish Community Foundation, Professional Advisor Speaker Series: Non-Trust Assets: How to Avoid Malpractice Issues May 24, 2016 Beverly Hills Bar Association ā Taxation Section and Trusts & Estates Section: Basis Consistency Reporting: More Questions Than Answers
August 8, 2018 California Society of CPAs: The Certainty of Death & Taxes: Understanding Estates and Trusts in the Ever-Changing Environment
June 26, 2018 Abacaus Wealth Partners, Lunch Nā Learn: Tax Planning Under The 2017 Tax Act: Should the Tail Wag the Dog?
March 20, 2018 Estate Planning Council of San Diego: Family Dynamics: Problem Children and Other Dysfunctions
February 7, 2018 Woodland Hills Tax & Estate Planning Council: Family Dynamics: Problem Children and Other Dysfunctions
October 27, 2017 The Tax & Estate Planning Forum: Family Dynamics: Problem Children and Other Dysfunctions
October 4, 2017 Pepperdine University, Center for Estate and Gift Planning (PEPNET): Family Dynamics: Problem Children and Other Dysfunctions
November 18, 2016 USC Trusts & Estates Conference: Collaborative Estate Planning: How to Avoid the Sandbox Fight
June 15, 2016 Jewish Community Foundation, Professional Advisor Speaker Series: Non-Trust Assets: How to Avoid Malpractice Issues 2
June 8, 2016 Jewish Community Foundation, Professional Advisor Speaker Series: Non-Trust Assets: How to Avoid Malpractice Issues
May 24, 2016 Beverly Hills Bar Association ā Taxation Section and Trusts & Estates Section: Basis Consistency Reporting: More Questions Than Answers