March 20, 2024
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Hot Topics in CA State and Local Taxation
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January 17, 2024
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Resting Easy: Proactively Addressing One’s Care Both Approaching and Following End of Life
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November 29, 2023
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Year-End Charitable Planning
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October 17, 2023
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San Francisco Estate Planning Council Fall Soiree Hosted by Bonhams
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September 20, 2023
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Recent Developments in Estate and Gift Tax at IRS
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May 17, 2023
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Goblins Lamentation List: Unscrambling “Installment Obligations”
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March 15, 2023
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Federal Tax Update
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January 18, 2023
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Estate Planning for Blended Families: Yours, Mine and Ours
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November 16, 2022
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The Future of Qualified Small Business Stock: A Review of Current Practices and Consideration of the Unanswered Questions
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September 28, 2022
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Achieving Audit Readiness: A Litigator’s Look at the IRS’s Transfer Tax Focus Issues
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May 18, 2022
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SFEPC - May 18, 2022 Meeting - The Forgotten 40 Acres: Repairing Racial Wealth Disparity Using the Estate Tax and New Charitable Incentives.
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April 20, 2022
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San Francisco Estate Planning Council Reception Hosted by Bonhams
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March 16, 2022
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SFEPC - March 16, 2022 Meeting - Estate Planning Current Developments
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January 19, 2022
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SFEPC - January 19, 2022 Meeting - Assets Protection in California
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