Event Search JMM Events Practice: Taxation June 26, 2026 Cal CPA’s Entertainment Industry Conference 2026 January 26, 2026 USC 2026 Tax Institute September 23, 2025 The Knowledge Group LLC Webinar March 18, 2025 4th Annual Trusted Advisor Summit: Protecting Assets in Times of Uncertainty January 16, 2025 Whittier Trust Tax Luncheon: The Art of the Art Deal January 18, 2024 Trusted Advisor Summit: Tax Planning for Clients in the Entertainment Industry April 17, 2023 Diamond Capital Advisors: Tax Consequences and How to Reduce Taxation in an M&A Transaction February 21, 2023 MCLE: Current Trends in IRS Enforcement October 13, 2022 Private Risk Capital: Sports, Music & Entertainment Super Panel October 7, 2022 ABA’s 44th Annual Forum: Let’s Sell It All! Considerations in Sales of Name, Image & Likeness (“NIL”) Rights October 3, 2022 Opportunity Zone Expo: QOF STRATEGIES FOR BEST IMPACT: How to create social change and highest return in a win-win OZ investment scenario using sophisticated tax tools and the power of OZs March 3, 2022 City National Bank webinar: Planning for LGBTQ+ Couples September 10, 2020 Lorman: Taxation and Estate Planning for Clients With Collectible Assets January 27, 2020 USC Gould School of Law: Right of Publicity August 8, 2018 California Society of CPAs: The Certainty of Death & Taxes: Understanding Estates and Trusts in the Ever-Changing Environment July 12, 2018 ProVisors Los Angeles Estate and Succession Planning Affinity Group: Income Tax and Estate Tax for Pre and Postmortem Celebrity July 5, 2018 ProVisors: Nonprofit Organizations and the new Tax Act June 26, 2018 Abacaus Wealth Partners, Lunch N’ Learn: Tax Planning Under The 2017 Tax Act: Should the Tail Wag the Dog? June 20, 2018 CalCPA Entertainment Industry Conference June 19, 2018 Financial Women of San Francisco: 2018 Tax Reform - Implications for You and Your Business - Panelist June 12, 2018 Tax Act Presentation for the Kolodny Law Group March 20, 2018 M&A Transactions and the New Federal Tax Legislation Presentation March 20, 2018 Estate Planning Council of San Diego: Family Dynamics: Problem Children and Other Dysfunctions February 28, 2018 Presentation: Tax and Estate Planning for Postmortem Celebrity February 15, 2018 Leadership Summit: Municipal Governance, Legal and Tax Issues February 8, 2018 Presentation: The New Tax Law and Taxation for the Entertainment Industry February 7, 2018 Woodland Hills Tax & Estate Planning Council: Family Dynamics: Problem Children and Other Dysfunctions February 5, 2018 Business Manager Discussion Group: The New Tax Act December 14, 2017 Law of Nonprofit Organizations Presentation December 7, 2017 ProVisors group: Tax Legislation Presentation December 4, 2017 Business Managers to The Stars: tax legislation in Congress and how it effects the entertainment industry October 27, 2017 The Tax & Estate Planning Forum: Family Dynamics: Problem Children and Other Dysfunctions October 4, 2017 Pepperdine University, Center for Estate and Gift Planning (PEPNET): Family Dynamics: Problem Children and Other Dysfunctions September 18, 2017 - September 19, 2017 NBI Business Institute: Tax Consequences of Trusts September 12, 2017 NBI: Estate Planning and Administration, The Complete Guide June 8, 2017 - June 9, 2017 NBI Business Institute: Estate Planning and Administration: The Complete Guide April 22, 2017 Georgetown Legacy Society: Estate and Tax Planning for a New Presidential Administration November 18, 2016 USC Trusts & Estates Conference: Collaborative Estate Planning: How to Avoid the Sandbox Fight August 18, 2016 Chapman Law School: Real Estate Tax Planning June 15, 2016 8:45am - 5:00pm CALCPA Entertainment Industry Conference: The Art of the Art Deal and Domestic Tax Update Beverly Wilshire Hotel (Beverly Hills, CA) June 15, 2016 Jewish Community Foundation, Professional Advisor Speaker Series: Non-Trust Assets: How to Avoid Malpractice Issues 2 June 8, 2016 Jewish Community Foundation, Professional Advisor Speaker Series: Non-Trust Assets: How to Avoid Malpractice Issues May 24, 2016 Beverly Hills Bar Association – Taxation Section and Trusts & Estates Section: Basis Consistency Reporting: More Questions Than Answers May 2, 2016 Financial Management Network: Estate Planning Techniques April 4, 2016 Wells Fargo Private Bank: How to Decode CRT, FLP, GRAT, IDGT and Other Lawyer Speak October 19, 2015 Fine Art for Collectors and Investors: How to Manage Art - Navigating the Art World January 27, 2015 Art Law Education Program: How to Craft a Law Practice for the Art World - Taxation and Estate Planning for the Artist, Dealer, and Art Collector October 8, 2014 Georgetown University Alumni Association: Home Buying Webinar August 6, 2014 Georgetown Law Alumnae of Northern California May 7, 2014 Wells Fargo Private Bank: A Refresher in Probate, Trust Administration and Estate Planning June 12, 2013 - June 19, 2013 Jewish Foundation Breakfast Seminar: Anatomy of a Life Insurance Trust - Nuts and Bolts May 16, 2013 ABA Real Property Trust and Estate Law section: Income and Transfer Tax Planning Group Webinar April 13, 2013 Making Your Case: Trial Advocacy in Probate Court Los Angeles Superior Court (Los Angeles, CA) September 28, 2011 Los Angeles Estate Planning Council: Navigating Deferred Compensation in a Post- 409A/Enron Environment February 11, 2011 Los Angeles Business Managers Discussion Group: Federal Tax Update March 22, 2010 Navigating Deferred Compensation For the Entertainment Industry in a Post 409A/Enron Environment October 21, 2009 The Post Madoff World, Nonprofit Survival Kit Seminar: Lessons to Be Learned from Madoff and Merkin to Avoid the Next Ponzi Scheme October 9, 2009 Southern California CEO Forum: Smart Strategies in Tough Times September 15, 2009 Deferred Compensation and IRC Section 409A and How It Impacts the Entertainment Industry July 15, 2009 Copyrights and Wrongs – From a Tax Perspective
April 17, 2023 Diamond Capital Advisors: Tax Consequences and How to Reduce Taxation in an M&A Transaction
October 7, 2022 ABA’s 44th Annual Forum: Let’s Sell It All! Considerations in Sales of Name, Image & Likeness (“NIL”) Rights
October 3, 2022 Opportunity Zone Expo: QOF STRATEGIES FOR BEST IMPACT: How to create social change and highest return in a win-win OZ investment scenario using sophisticated tax tools and the power of OZs
August 8, 2018 California Society of CPAs: The Certainty of Death & Taxes: Understanding Estates and Trusts in the Ever-Changing Environment
July 12, 2018 ProVisors Los Angeles Estate and Succession Planning Affinity Group: Income Tax and Estate Tax for Pre and Postmortem Celebrity
June 26, 2018 Abacaus Wealth Partners, Lunch N’ Learn: Tax Planning Under The 2017 Tax Act: Should the Tail Wag the Dog?
June 19, 2018 Financial Women of San Francisco: 2018 Tax Reform - Implications for You and Your Business - Panelist
March 20, 2018 Estate Planning Council of San Diego: Family Dynamics: Problem Children and Other Dysfunctions
February 7, 2018 Woodland Hills Tax & Estate Planning Council: Family Dynamics: Problem Children and Other Dysfunctions
December 4, 2017 Business Managers to The Stars: tax legislation in Congress and how it effects the entertainment industry
October 27, 2017 The Tax & Estate Planning Forum: Family Dynamics: Problem Children and Other Dysfunctions
October 4, 2017 Pepperdine University, Center for Estate and Gift Planning (PEPNET): Family Dynamics: Problem Children and Other Dysfunctions
June 8, 2017 - June 9, 2017 NBI Business Institute: Estate Planning and Administration: The Complete Guide
April 22, 2017 Georgetown Legacy Society: Estate and Tax Planning for a New Presidential Administration
November 18, 2016 USC Trusts & Estates Conference: Collaborative Estate Planning: How to Avoid the Sandbox Fight
June 15, 2016 8:45am - 5:00pm CALCPA Entertainment Industry Conference: The Art of the Art Deal and Domestic Tax Update Beverly Wilshire Hotel (Beverly Hills, CA)
June 15, 2016 Jewish Community Foundation, Professional Advisor Speaker Series: Non-Trust Assets: How to Avoid Malpractice Issues 2
June 8, 2016 Jewish Community Foundation, Professional Advisor Speaker Series: Non-Trust Assets: How to Avoid Malpractice Issues
May 24, 2016 Beverly Hills Bar Association – Taxation Section and Trusts & Estates Section: Basis Consistency Reporting: More Questions Than Answers
January 27, 2015 Art Law Education Program: How to Craft a Law Practice for the Art World - Taxation and Estate Planning for the Artist, Dealer, and Art Collector
May 7, 2014 Wells Fargo Private Bank: A Refresher in Probate, Trust Administration and Estate Planning
June 12, 2013 - June 19, 2013 Jewish Foundation Breakfast Seminar: Anatomy of a Life Insurance Trust - Nuts and Bolts
May 16, 2013 ABA Real Property Trust and Estate Law section: Income and Transfer Tax Planning Group Webinar
April 13, 2013 Making Your Case: Trial Advocacy in Probate Court Los Angeles Superior Court (Los Angeles, CA)
September 28, 2011 Los Angeles Estate Planning Council: Navigating Deferred Compensation in a Post- 409A/Enron Environment
March 22, 2010 Navigating Deferred Compensation For the Entertainment Industry in a Post 409A/Enron Environment
October 21, 2009 The Post Madoff World, Nonprofit Survival Kit Seminar: Lessons to Be Learned from Madoff and Merkin to Avoid the Next Ponzi Scheme
September 15, 2009 Deferred Compensation and IRC Section 409A and How It Impacts the Entertainment Industry