Event Search JMBM Events Practice: Mergers & Acquisitions April 20, 2023 City National Bank: Writing Your Next Chapter: Developing a Successful Transition Strategy April 17, 2023 Diamond Capital Advisors: Tax Consequences and How to Reduce Taxation in an M&A Transaction March 8, 2022 City National Bank webinar: Writing Your Next Chapter July 12, 2018 ProVisors Los Angeles Estate and Succession Planning Affinity Group: Income Tax and Estate Tax for Pre and Postmortem Celebrity April 14, 2018 Georgetown Legacy Society: A Primer to the 2018 Tax Legislation - Implications for Individuals and Small Businesses March 20, 2018 M&A Transactions and the New Federal Tax Legislation Presentation January 9, 2018 Beverly Hills Bar Association: Strategic Solutions For Managing Cross-Border Business Disputes October 26, 2017 BNY Mellon's Advisor of the Year Awards November 16, 2016 ACG Orange County: Unmasking the Myths of M&A October 19, 2016 Orange County CFO Leadership Council: Law School for the CFO February 1, 2016 Jewish Federation LA Young Adults: Global M&A May 6, 2015 SingerLewak: Growing Your Business Through Acquisitions Part II March 15, 2015 Money Matters with Dino: Setting Up a Business with the End Game in Mind February 25, 2015 SingerLewak: Growing Your Business Through Acquisitions June 12, 2014 The Foreseeable and Unforeseeable Triggers that Make Me Want to Sell My Business June 1, 2014 Vistage International's All City Event: The M&A Game: Playing to Win October 5, 2011 Vistage International: How to Sell Your Company March 12, 2011 Association for Corporate Growth 2011 InterGrowth Conference: Capital Strategies for Privately Held Businesses - The Sale Alternative June 16, 2010 How to Optimize the Rewards Associated with the Transition of Your Business February 24, 2010 Trusted Advisor Series for Orange County CPAs (Beyond Tax & Audit: Client Transactions)
April 20, 2023 City National Bank: Writing Your Next Chapter: Developing a Successful Transition Strategy
April 17, 2023 Diamond Capital Advisors: Tax Consequences and How to Reduce Taxation in an M&A Transaction
July 12, 2018 ProVisors Los Angeles Estate and Succession Planning Affinity Group: Income Tax and Estate Tax for Pre and Postmortem Celebrity
April 14, 2018 Georgetown Legacy Society: A Primer to the 2018 Tax Legislation - Implications for Individuals and Small Businesses
January 9, 2018 Beverly Hills Bar Association: Strategic Solutions For Managing Cross-Border Business Disputes
March 12, 2011 Association for Corporate Growth 2011 InterGrowth Conference: Capital Strategies for Privately Held Businesses - The Sale Alternative
February 24, 2010 Trusted Advisor Series for Orange County CPAs (Beyond Tax & Audit: Client Transactions)