Chicago, IL / McDermott Event / May 14 – 15, 2024
Tax Symposium 2024Virtual / Speaking Engagements / March 26 and 28, 2024
Forte 2024 Global Tax Optimization Boot CampWashington, DC / Speaking Engagements / March 17 – 20, 2024
TEI 2024 Midyear ConferenceLas Vegas, NV / Speaking Engagements / March 10 – 13, 2024
UPPO 2024 Annual ConferenceMiami, FL / McDermott Event / February 27, 2024
Private Roundtable Discussion: Business Expansion and Planning for an ExitMiami, FL / Speaking Engagements / February 16, 2023
The US Income Tax Implications of Itinerant Trustees and Beneficiaries