• • Wealth Preservation
  • • Employee Stock Options
  • • Foreign Taxpayers
  • • Tax & Trust Scams
  • • General Tax Information

SPEECHES

  • Structure Your Business to Reduce Tax and Protect Against Lawsuits- Int'l Executives Association Conf., October, 2003
  • Tax Planning for Real Estate- San Francisco Executives Association, September, 2003
  • Recent Developments in Abusive Trusts- National Tax Schemes Coordinators Conference, IRS CID, Washington, D.C., August, 2003
  • Stock Options - Friend or Foe and What to do With Stock Losses - Current Affairs and Foreign Events Discussion Group ("CAFE"), San Francisco - March 11, 2002
  • Recent Estate Tax Legislation - Prudential Bache Securities seminar, October 24, 2001
  • Tax-Planning Strategies -Alliance Group, Walnut Creek - September 7, 2001
  • Tax Scams on the Web - Senate Finance Committee - April 5, 2001 - testimony available
  • Valuing Stock Options as Compensation - Association of Internet Professionals, San Francisco, November 2000.
  • Limited Liability Company Law Update - Northern California Trust Companies Association, May 9, 2000 –  (outline available)*
  • Taxation on the Internet - Tax Update and planning Conference - California CPA Education Foundation, November 22 & 23, 1999 (outline available)*
  • Tax-Free Money -- What a Concept! Renaissance Executive Forum, November 19, 1998 (outline available)*
  • Tax-Free Money -- What a Concept! Marin County Estate Planning Council, October, 1998 (outline available)*
  • Tax-Free Money -- What a Concept! - San Francisco Attorney's Probate Association, May 28, 1998 (outline available)*
  • Taxpayer's Relief Act of 1997 - Exploiting the Investment Loopholes - Van Deventer & Hock, March 24, 1998 (outline available)*
  • Making the World Wide Web Work for You - Bar Association of San Francisco, Law Practice Management Section - March 17, 1998
  • Client Development on the Internet - Glasser Legal Works, March 2, 1998
  • Marketing Your Tax Practice on the Internet - Young Tax Lawyers, February 25, 1998
  • Taxpayer's Relief Act of 1997 - Selected Issues - Van Kasper and Company, September 23, 1997. (outline available)*
  • Foreign Trusts and Gifts, California Society of Enrolled Agents, Golden Gate Chapter, September 4, 1997 (outline available)*
  • Content is King (designing a legal website), Glasser Legal Works, March 18, 1997
  • Marketing on the Internet, Glasser Legal Works, March 17, 1997
  • An Evening with the Tax Prophet -- Estate Planning in the 1990’s - Protecting Your Assets from the Tax Man and Potential Adversaries, Merrill Lynch, January 28, 1997
  • Selected Tax Issues from the 1996 Tax Legislation, CPA/Law Forum, November 21, 1996. (outline available)*
  • IRA’s and Retirement Plans: Defusing the Tax Time Bomb, The New Chase Trust Co. and Butterfield & Butterfield, October 30, 1996 (outline available)*
  • Using the Internet to Market Your Law Practice, California State Bar Annual Meeting, October 13, 1996
  • Growing Your Business Through Acquisitions - A Missed Opportunity, Executives Association of San Francisco, July 25, 1996
  • Lawyers and the World Wide Web, Law Practice Management Section of the Bar Association of San Francisco, July 16, 1996
  • The Flat Tax and Other Radical Tax Reform Proposals, CPA/Law Forum, October 26, 1995; State Bar of California, Tax Section, December, 19, 1995, Mandatory Continuing Legal Education (MCLE) and Legal Specialization credit. (outline available)*
  • Accumulation Trusts After the Revenue Reconciliation Act of 1993, Chemical Trust Company, November 14, 1995 for MCLE credit; CPA/Law Forum, San Francisco, January 20, 1994. (outline available)*
  • Nannygate Revisited: Do You Really Owe Taxes On Your Baby-sitter? Lecture given for MCLE credit, May 15, 1995, Jackson, Tufts, Cole and Black Law Firm, San Francisco, CA
  • Tax Implications of Your Association's Dues, Executives Association Southwestern Regional Conference, March 25, 1995. (outline available)*
  • Limited Liability Companies, Northern California Trust Companies Association, March 21, 1995. (outline available)*
  • Tax Consequences of Foreign Investing in the United States, Bank of America International Private Banking Group, January 11, 1995
  • Independent Contractors vs. Employees, Jo Murray Speakers Bureau, Oakland Executives Association, October 18, 1994
  • The Slaying of the Tax Dragon, The Golden Gate Breakfast Club, April 20, 1994; The Executives Association of San Francisco, February 24, 1994. (Text Available)*
  • Tax Law Changes Affecting Real Estate, The Professional Property Managers Association, February 9, 1994
  • Federal Tax Changes in 1993, Tax Aid - a non-profit organization assisting low income taxpayers, a series of lectures, February - March, 1994
  • Accumulation Trusts After the Revenue Reconciliation Act of 1993, CPA/Law Forum, San Francisco, January 20, 1994. (outline available)*
  • Individual Tax Changes under the Revenue Reconciliation Act of 1993 , CPA/Law Forum, San Francisco, October 28, 1993
  • An Update on Deferred Like-Kind Exchanges, American Bar Association, General Practice Section, New York Meeting, August 8, 1993
  • Nannygate Revisited: Do You Really Owe Taxes on your Baby-Sitter?, CPA Forum, San Francisco, April 22, 1993
  • Tax Issues Facing Small Businesses in the 1990's, The Executives Association of San Francisco, May 21, 1992
  • Estate Planning In The 90's, Jo Murray Speakers Bureau. Rotary Club - West San Francisco, March 16, 1994; Kiwanis Club - Oakland, November 23, 1992; Alameda Cable Television, October 7, 1992; Kiwanis Club - Golden Gate, July 22, 1992; Optimists Club - Palo Alto/Menlo Park, March 25, 1992; Kiwanis Club - Albany/ El Cerrito, March 3, 1992; Professional Secretaries International, February 6, 1992
  • Estate Planning in The 90's, a series of lectures presented to the Department of Health and Human Services: April 29, 1992; July 1, 1992; September 10, 1992; April 28, 1993; August 24, 1993; and December 13, 1993

* Note: To access available outlines click on Archives