Publications

• Tax Aspects of Prenuptial Agreements more
  (January 2010, Heckerling Institute on Estate Planning)
• Filing Requirements for Reports of Foreign Bank and Financial Accounts
  (October 2009, International Tax Planning Committee and Charitable Planning and Exempt Organization Group of the Real Property, Trust and Estate Law Section of the American Bar Association Comment Letter)
• Structuring Hedge Fund Investments for Charitable Remainder Trusts to Avoid UBTI and PFIC Concerns
  (December 2008, Journal of Taxation)
• New Standards For Advisors and Tax Return Preparers Under Internal Revenue Code § 6694 and Circular 230 § 10.34
  (March 2008, American Bar Association Income and Transfer Tax Planning Group)
• IRS Rules that Stock in New York Cooperative Apartment is Real Property for Purposes of Code § 1031
  (December 2006, American Bar Association Section of Real Property, Trust and Estate Law eReport)
• Year-End Planning to Minimize Florida Intangible Personal Property Tax Liability No Longer Necessary
  (December 2006, American Bar Association Section of Real Property, Trust and Estate Law eReport)
• Draft Form 706 Requires Disclosure of Lifetime Sales to Trusts
  (October 2006, American Bar Association Section of Real Property, Trust and Estate Law eReport)
• Patenting Tax Advice: GRAT Case Stirs Debate
  (October 2006, American Bar Association Section of Real Property, Trust and Estate Law eReport)
• The Pension Protection Act’s New Appraiser Penalties
  (October 2006, American Bar Association Section of Real Property, Trust and Estate Law eReport)
• Trifecta Bill Rejected by Senate
  (October 2006, American Bar Association Section of Real Property, Trust and Estate Law eReport)
• Circular 230 is Here! more
  (July 2005, Personal Planning Bulletin)
• Circular 230 Is Here! more
  (July 2005, Employer Update)
• Circular 230 is Coming! more
  (June 2005, Personal Planning Bulletin)