Event Search JMBM Events Practice: Taxation January 18, 2024 Trusted Advisor Summit: Tax Planning for Clients in the Entertainment Industry April 17, 2023 Diamond Capital Advisors: Tax Consequences and How to Reduce Taxation in an M&A Transaction February 21, 2023 MCLE: Current Trends in IRS Enforcement October 13, 2022 Private Risk Capital: Sports, Music & Entertainment Super Panel October 7, 2022 ABA’s 44th Annual Forum: Let’s Sell It All! Considerations in Sales of Name, Image & Likeness (“NIL”) Rights October 3, 2022 Opportunity Zone Expo: QOF STRATEGIES FOR BEST IMPACT: How to create social change and highest return in a win-win OZ investment scenario using sophisticated tax tools and the power of OZs March 3, 2022 City National Bank webinar: Planning for LGBTQ+ Couples September 10, 2020 Lorman: Taxation and Estate Planning for Clients With Collectible Assets January 27, 2020 USC Gould School of Law: Right of Publicity August 8, 2018 California Society of CPAs: The Certainty of Death & Taxes: Understanding Estates and Trusts in the Ever-Changing Environment July 12, 2018 ProVisors Los Angeles Estate and Succession Planning Affinity Group: Income Tax and Estate Tax for Pre and Postmortem Celebrity July 5, 2018 ProVisors: Nonprofit Organizations and the new Tax Act June 26, 2018 Abacaus Wealth Partners, Lunch N’ Learn: Tax Planning Under The 2017 Tax Act: Should the Tail Wag the Dog? June 20, 2018 CalCPA Entertainment Industry Conference June 19, 2018 Financial Women of San Francisco: 2018 Tax Reform - Implications for You and Your Business - Panelist June 12, 2018 Tax Act Presentation for the Kolodny Law Group March 20, 2018 M&A Transactions and the New Federal Tax Legislation Presentation March 20, 2018 Estate Planning Council of San Diego: Family Dynamics: Problem Children and Other Dysfunctions February 28, 2018 Presentation: Tax and Estate Planning for Postmortem Celebrity February 15, 2018 Leadership Summit: Municipal Governance, Legal and Tax Issues February 8, 2018 Presentation: The New Tax Law and Taxation for the Entertainment Industry February 7, 2018 Woodland Hills Tax & Estate Planning Council: Family Dynamics: Problem Children and Other Dysfunctions February 5, 2018 Business Manager Discussion Group: The New Tax Act December 14, 2017 Law of Nonprofit Organizations Presentation December 7, 2017 ProVisors group: Tax Legislation Presentation December 4, 2017 Business Managers to The Stars: tax legislation in Congress and how it effects the entertainment industry 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 September 18, 2017 - September 19, 2017 NBI Business Institute: Tax Consequences of Trusts September 12, 2017 NBI: Estate Planning and Administration, The Complete Guide June 8, 2017 - June 9, 2017 NBI Business Institute: Estate Planning and Administration: The Complete Guide April 22, 2017 Georgetown Legacy Society: Estate and Tax Planning for a New Presidential Administration November 18, 2016 USC Trusts & Estates Conference: Collaborative Estate Planning: How to Avoid the Sandbox Fight August 18, 2016 Chapman Law School: Real Estate Tax Planning June 15, 2016 8:45am - 5:00pm CALCPA Entertainment Industry Conference: The Art of the Art Deal and Domestic Tax Update Beverly Wilshire Hotel (Beverly Hills, CA) 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 – Taxation Section and Trusts & Estates Section: Basis Consistency Reporting: More Questions Than Answers May 2, 2016 Financial Management Network: Estate Planning Techniques April 4, 2016 Wells Fargo Private Bank: How to Decode CRT, FLP, GRAT, IDGT and Other Lawyer Speak October 19, 2015 Fine Art for Collectors and Investors: How to Manage Art - Navigating the Art World January 27, 2015 Art Law Education Program: How to Craft a Law Practice for the Art World - Taxation and Estate Planning for the Artist, Dealer, and Art Collector October 8, 2014 Georgetown University Alumni Association: Home Buying Webinar August 6, 2014 Georgetown Law Alumnae of Northern California May 7, 2014 Wells Fargo Private Bank: A Refresher in Probate, Trust Administration and Estate Planning June 12, 2013 - June 19, 2013 Jewish Foundation Breakfast Seminar: Anatomy of a Life Insurance Trust - Nuts and Bolts May 16, 2013 ABA Real Property Trust and Estate Law section: Income and Transfer Tax Planning Group Webinar April 13, 2013 Making Your Case: Trial Advocacy in Probate Court Los Angeles Superior Court (Los Angeles, CA) September 28, 2011 Los Angeles Estate Planning Council: Navigating Deferred Compensation in a Post- 409A/Enron Environment February 11, 2011 Los Angeles Business Managers Discussion Group: Federal Tax Update March 22, 2010 Navigating Deferred Compensation For the Entertainment Industry in a Post 409A/Enron Environment October 21, 2009 The Post Madoff World, Nonprofit Survival Kit Seminar: Lessons to Be Learned from Madoff and Merkin to Avoid the Next Ponzi Scheme October 9, 2009 Southern California CEO Forum: Smart Strategies in Tough Times September 15, 2009 Deferred Compensation and IRC Section 409A and How It Impacts the Entertainment Industry July 15, 2009 Copyrights and Wrongs – From a Tax Perspective
April 17, 2023 Diamond Capital Advisors: Tax Consequences and How to Reduce Taxation in an M&A Transaction
October 7, 2022 ABA’s 44th Annual Forum: Let’s Sell It All! Considerations in Sales of Name, Image & Likeness (“NIL”) Rights
October 3, 2022 Opportunity Zone Expo: QOF STRATEGIES FOR BEST IMPACT: How to create social change and highest return in a win-win OZ investment scenario using sophisticated tax tools and the power of OZs
August 8, 2018 California Society of CPAs: The Certainty of Death & Taxes: Understanding Estates and Trusts in the Ever-Changing Environment
July 12, 2018 ProVisors Los Angeles Estate and Succession Planning Affinity Group: Income Tax and Estate Tax for Pre and Postmortem Celebrity
June 26, 2018 Abacaus Wealth Partners, Lunch N’ Learn: Tax Planning Under The 2017 Tax Act: Should the Tail Wag the Dog?
June 19, 2018 Financial Women of San Francisco: 2018 Tax Reform - Implications for You and Your Business - Panelist
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
December 4, 2017 Business Managers to The Stars: tax legislation in Congress and how it effects the entertainment industry
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
June 8, 2017 - June 9, 2017 NBI Business Institute: Estate Planning and Administration: The Complete Guide
April 22, 2017 Georgetown Legacy Society: Estate and Tax Planning for a New Presidential Administration
November 18, 2016 USC Trusts & Estates Conference: Collaborative Estate Planning: How to Avoid the Sandbox Fight
June 15, 2016 8:45am - 5:00pm CALCPA Entertainment Industry Conference: The Art of the Art Deal and Domestic Tax Update Beverly Wilshire Hotel (Beverly Hills, CA)
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 – Taxation Section and Trusts & Estates Section: Basis Consistency Reporting: More Questions Than Answers
January 27, 2015 Art Law Education Program: How to Craft a Law Practice for the Art World - Taxation and Estate Planning for the Artist, Dealer, and Art Collector
May 7, 2014 Wells Fargo Private Bank: A Refresher in Probate, Trust Administration and Estate Planning
June 12, 2013 - June 19, 2013 Jewish Foundation Breakfast Seminar: Anatomy of a Life Insurance Trust - Nuts and Bolts
May 16, 2013 ABA Real Property Trust and Estate Law section: Income and Transfer Tax Planning Group Webinar
April 13, 2013 Making Your Case: Trial Advocacy in Probate Court Los Angeles Superior Court (Los Angeles, CA)
September 28, 2011 Los Angeles Estate Planning Council: Navigating Deferred Compensation in a Post- 409A/Enron Environment
March 22, 2010 Navigating Deferred Compensation For the Entertainment Industry in a Post 409A/Enron Environment
October 21, 2009 The Post Madoff World, Nonprofit Survival Kit Seminar: Lessons to Be Learned from Madoff and Merkin to Avoid the Next Ponzi Scheme
September 15, 2009 Deferred Compensation and IRC Section 409A and How It Impacts the Entertainment Industry