Events
Heading South: Changing Domicile to Reduce Your Taxes May 11, 2021
Fox Rothschild LLP
Webinar
How Much Is Too Much? Trustee Compensation and an Analysis of California Rules of Court 7.776 May 5, 2021 at 12:00pm – 1:30pm
The Bar Association of San Francisco
Webinar
Using CRUT to SECURE the Benefits of a Stretch IRA Trust April 27, 2021 at 12:00pm – 1:15pm
Montgomery County Estate Planning Coucil of PA
Webinar
Stimulus Funding You Missed: ERTC Rules Changed April 9, 2021
REjournals
Webinar
Expatriation: Tips to Make It Easier to Advise Your Clients January 28, 2021 at 4:40pm – 5:30pm
New York State Society of CPAs - International Taxation Conference
Live Webcast
Do’s and Don’ts to Avoid Conflicts for Trusts and Trustees December 16, 2020
Fox Rothschild LLP
Webinar
Worker Visas: Tax Advantages & Challenges December 2, 2020
Fox Rothschild LLP
Webinar
79th Institute on Federal Taxation November 20, 2020
NYU School of Professional Studies
Webinar
Ethics and Technology November 19, 2020 at 3:55pm – 4:55pm
Tulane Tax Institute
Webinar
Global Strategies: What Foreign Investors, Executives and Entrepreneurs Need to Know About U.S. Immigration & Tax Law November 10, 2020
Fox Rothschild LLP
Webinar
Serving as an Expert Witness in Trusts and Estates Litigation November 1, 2020
CPA Academy
Webinar
Current Developments in Nevada and California Law, November 1, 2020
Northern Nevada Annual Estate Planning Conference
The 2018 U.S. Supreme Court Wayfair Decision and the Current Framework for State Taxation of Remote Sellers September 3, 2020
Fox Rothschild LLP
Webinar
California Income Taxation of Departing [Soon To Be Former] Residents And Their Trusts September 1, 2020
CPA Academy
Webinar
Conservation Easement Update July 24, 2020 at 8:00am – 9:15am
Georgia Society of CPAs Estate Planning Conference
The Ritz-Carlton Reynolds, Lake Oconee
Select Tax and Investment Issues Applicable to New & Prospective Olim June 30, 2020
Fox Rothschild LLP
Webinar
Trust, Estate & Investment Considerations for Clients With U.S.-Israeli Connections June 18, 2020
Fox Rothschild LLP
Domestic and International Taxation of Real Estate June 1, 2020
Florida Bar Tax Law and Business Law Sections
Webinar Series
Smart Estate Planning During an Economic Downturn: What Families Can Do to Protect Wealth May 28, 2020
Bucks County Estate Planning Council
Webinar
International Tax Issues Related to the CARES Act of 2020 May 1, 2020
Florida Bar Tax Law Section
Live Webcast
Smart Estate Planning During an Economic Downturn: What Families Can Do to Protect Wealth April 16, 2020
Fox Rothschild LLP
Webinar
Coping With COVID: Topics To Help You, Your Family and Your Business Navigate Through Uncertainty April 7, 2020 at 9:00am
Delaware Valley Family Business Center
Webinar
Tax, Trusts & Estates and Investment Considerations for Israeli and American Families and Their Businesses February 12, 2020 at 5:30pm – 7:30pm
Fox Rothschild LLP and Broide & Co.
Fox Rothschild - Los Angeles Office
Estate Planning & the SECURE Act: What You Need to Know January 22, 2020 at 12:00pm
Fox Rothschild LLP
Webinar
Tips and Tricks for Taming Basis November 22, 2019
USC Gould School of Law
Trust and Estate Conference
Estate Planning Strategies to Prevent Litigation November 19, 2019 at 8:30am – 10:30am
Fox Rothschild LLP and Biolabs
Princeton Innovation Center BioLabs
Are Your Clients Ready for Audits and Tax Controversies Under the New Partnership Audit Rules? November 19, 2019 at 12:30pm – 1:30pm
Wilmington Tax Group
University & Whist Club
The Application of Section 199A to Owners of Pass-Through Entities November 14, 2019 at 3:15pm
NYU Institute on Federal Taxation
Fairmont San Francisco Hotel
Anticipating IRS Audits, Controversies and Litigation Under the Partnership Audit Rules November 13, 2019 at 5:15pm – 6:55pm
NYU Institute on Federal Taxation
Fairmont San Francisco Hotel
U.S. Taxation of Foreign Pensions – Advanced Planning Strategies for Latin American Clients November 8, 2019
Alpha Kappa Psi - CPE Conference
Preparing the Pennsylvania Inheritance Tax Return November 7, 2019
Pennsylvania Bar Institute
Estate Law Institute 2019
The Application of Section 199A to Owners of Pass-Through Entities October 24, 2019 at 3:15pm
NYU Institute on Federal Taxation
Grand Hyatt New York
Anticipating IRS Audits, Controversies and Litigation Under the Partnership Audit Rules October 23, 2019 at 5:15pm – 6:55pm
NYU Institute on Federal Taxation
Grand Hyatt New York
Tips and Tricks for Taming Basis October 16, 2019 at 11:30am – 1:30pm
Pasadena Estate & Succession Planning Affinity Group
Annandale Country Club
Update on Conservation Easements, Captive Insurance and Other Listed Transactions September 20, 2019
North Atlanta Tax Council
Application of the Centralized Partnership Audit Rules to S Corporations and Their Shareholders July 26, 2019 at 3:00pm – 4:30pm
New York University Tax Institute
The Westin New York At Times Square
Using Trusts As S Corporation Shareholders July 25, 2019 at 8:30am – 10:15am
New York University Tax Conferences
The Westin New York at Times Square
Section 199A and Its Application to S Corporations July 25, 2019 at 1:15pm – 3:00pm
New York University Tax Institute
The Westin New York At Times Square
Out With the Old, In With the New: Using Trust Decanting to Adapt to Changed Circumstances July 19, 2019 at 9:45am – 10:45am
New York University Tax Conferences
The Westin New York at Times Square
Tax Consequences to Expatriation July 19, 2019 at 11:00am – 12:15pm
New York University Tax Institute
The Westin New York At Times Square
Planning Issues and Problems with Respect to Decanting Trusts June 25, 2019 at 8:00am – 9:30am
Middlesex County Bar Association
Greenberg & Schulman
U.S. Taxation of Foreign Pensions – Advanced Planning Strategies June 19, 2019
Florida Institute of Certified Public Accountants (FICPA) - CPE Conference
Webcast
2019 Georgia Federal Tax Conference June 13, 2019
The Georgia Society of Certified Public Accountants
Estate Planning from A to Z June 10, 2019 at 9:00am – 4:30pm
National Business Institute
Hampton Inn South Plainfield - Piscataway
U.S. Taxation of Foreign Pensions – Basics June 7, 2019
Florida Institute of Certified Public Accountants (FICPA) - CPE Conference
Listed Transactions Reporting: Conservation Easements, Form 8886 and the IRS Audit Initiative May 28, 2019
Strafford
Webinar
Estate Planning Under TCJA May 9, 2019 at 4:00pm – 5:30pm
Portland Tax Forum
Multnomah Athletic Club
Choice of Entity Post TCJA May 3, 2019
Florida Bar Tax Law Section - Annual Meeting
Spring Legal Education Seminar April 16, 2019
Georgia Association of Paralegals
A Critical Decision: Moving Your Domicile to Florida April 10, 2019 at 1:30pm – 2:30pm
Palm Beach Global Financial Forum
Palm Beach, FL
