Organizational Involvement
- American College of Tax Counsel
- American College of Trust and Estate Counsel (ACTEC)
- American Council of Engineering Companies (ACEC)
- American Council of Engineering Companies (ACEC) – California Chapter
- American Institute of Architects (AIA)
- American Tax Policy Institute
- Architectural Foundation of San Francisco (AFSF)
- Association of AE Business Leaders (AEBL)
- Delaware Valley Family Business Center
- ESOP Association
- Family Firm Institute
- Local and regional Estate Planning Councils
- Local Chamber of Commerce across the country
- National Center for Employee Ownership
- New York University Institute on Federal Taxation Advisory Board
- New York University School of Law Graduate Tax Program
- Taxation, probate, trusts and estate law sections of national, state and local bar associations
- Wharton Club of New Jersey