Private Client Services Publications

Co-Author, Alert: IRS Proposes New Regulations To Curtail Valuation Discounts,, August 2016.

Captive Insurance Planning for Businesses and Owners, Legal Intelligencer. 

Once a Pennsylvania Trust Not Always a Pennsylvania Trust, Philadelphia Estate Planning Council Newsletter. 

Speaking Engagements

Tax and Corporate Structuring for Tech Companies, Lawline.

Hot Topics in Federal, State and Local Taxation.