Speeches, Seminars and Publications

 

 

RECENT SEMINARS

  • Speaker, San Fernando Valley CSEA Dinner Meeting, Van Nuys, California – November 2018 “Reporting Undisclosed Offshore Accounts In The Voluntary Disclosure Process – What To Do Now That OVDP Has Expired And Your Client’s Case Turns To The Worse?”
  • Speaker, Coachella Valley Cannabis Alliance Network Dinner Meeting, Desert Hot Springs, California – April 2018 “Smoking Tax And Legal Issues Facing The Cannabis Industry”
  • Speaker, American Academy Of Attorney-CPA’s, Annual Meeting, Palm Springs, California – November 2017 “Developing And Marketing An International Tax Practice”
  • Speaker, California Society Of Enrolled Agents (Channel Islands Chapter), Educational Meeting – September 2017 “Keeping Your Clients Out Jail – What You Need To Know About IRS Criminal Tax Investigations And Voluntary Disclosure
  • Speaker, American Academy Of Attorney-CPA’s, Southwest Regional Conference, La Jolla, California – January 2017 “Reporting Undisclosed Offshore Accounts In The Voluntary Disclosure Process – What To Do When Your Client’s Case Turns To The Worse?”
  • Speaker, Northern California Chapter of the American Association Of Attorney-CPA’s, Walnut Creek, California – February 2012 “Professional Obligations And Procedure In Reporting Offshore Accounts And The Voluntary Disclosure Process”
  • Speaker, American Association Of Attorney-CPA’s, San Diego, California – January 2012 Western Regional Education Conference, “Reporting Offshore Accounts And The Voluntary Disclosure Process”
  • Speaker, Alpha Kappa Psi, Miami, Florida – October 2008 CPE Seminar, “IRS Collections, Examinations And Investigations – Keeping Your Clients Out Of Harms Way “
  • Speaker, Alpha Kappa Psi, Miami, Florida – November 2007 CPE Seminar, “Tax Planning with LLC’s, LP’s, LLP’s and LLLP’s and other hybrid entities”
  • Speaker, Alpha Kappa Psi, Miami, Florida – October 2007 CPE Seminar, “Hot Topics and Cutting Edge Techniques in Estate Planning”
  • Speaker, American Association Of Attorney – CPA’s, Washington DC – October 2006 CPE Seminar, ” Partnerships, LPs, LLPs, LLLPs and LLCs: The Alphabet Soup Of Flow-through Entities”

PUBLICATIONS

  • “Introducing the Family Owned Business Exclusion”, The Florida Bar Tax Section Bulletin, November 1997
  • “Enactment of the Taxpayer Bill of Rights Part II”, The Florida Bar Tax Section Bulletin, September/October 1996
  • “Bars & Restaurants Face New IRS Tax Audit Guidelines”, The Florida Bar Tax Section Bulletin, March/April 1996
  • “Clubs and Bar Owners Face Stricter IRS Guidelines in 1996”, Nightclub & Bar, January 1996
  • “Florida Enacts a Revised Uniform General Partnership Act”, The Florida Bar Tax Section Bulletin, October/November 1995
  • “Recent Developments in the use of QPRT’s”, Trusts & Estates, June 1995
  • “Utilizing Qualified Personal Residence Trusts”, Florida Bar Journal, February 1995

RECENT COMMERCIAL-SPONSORED SEMINARS

  • Speaker, National Business Institute – “The Probate Process From Start To Finish “; “Key Issues in Estate Planning and Probate”; “Estate Planning Basics”;
  • Speaker, Lorman Education Services – “IRS Form 1099 Reporting – What You Need To Know”; “LLCs: Advising Small Business Startups and Larger Companies “; “Advanced Partnerships, LLC’s & LLP’s: Organization And Operation In Florida”; “Sales and Use Tax in Florida: A Beginner’s Basic Course”; “Financial Management of Trusts and Estates”
  • Speaker, Institute For Paralegal Education – “The Probate Process From Start To Finish for Paralegals”