Attorney Articles
L.A. Daily Journal
- Individual Retirement Accounts and Living Trusts: An Uneasy Combination, June 2011
- Federal Government Targets Gift Tax Evaders, May 2011
- Non-Taxable Settlement Proceeds Require Careful Documents, April 2011
- U.S. Supreme Court Takes up Issue Of Basis, March 2011
- Challenging IRS Regulations, February 2011
- Capital Gain Tax Is Voluntary, January 2011
- Obama’s Concession On Estate Taxes, December 2010
- Never Pay Income Tax On Your Retirement Plan, December 2010
- Your 4-15-11 Tax Return – It’s Not Too Late To Plan, November 2010
- Zero Estate Tax Planning – Many Roads To Heaven, November 2010
- Estate Tax Planning Is Asset Protection Planning, October 2010
- IRS’ Newly Fortified Weapon, October 2010
- Modifying Irrevocable Trust, September 2010
- Even After Death, Steps Can Be Taken to Lower Estate Taxes, March 2006
- Poorly Drafted Trust Could Become Subject to IRS Lien, April 2006
- Careful Counseling Can Result In a Partnership IRS Will OK, January 2006
- Court Refines Formula for Family Limited Partnerships, May 2005
- IRS Respects Well-Drawn Family Limited Partnerships, April 2004
- Stone Proves Family Limited Partnership Is Alive And Well, December 2003
- Planning Can Keep Assets Out of Debt’s Bankruptcy Estate, October 2003
- New Tax Decision, Legislation Have Little Impact in California, May 2003
- Privilege Lost, Pending Legislation Would Put Limits on Attorney-Client Confidentiality, May 2003
- Timing is Critical to Good Tax Planning Strategies, February 2002
California Tax Lawyer
- Potential Codification of “Economic Substance” Doctrine, Fall 2007
- Countryside Limited Partnership: Pro-taxpayer Decision Despite Economic Substance Attack, Winter 2008
Journal of Tax Practice & Procedure
- S.G. Smith: Taxpayers Must Pay the Listed Transaction Penalty and Sue for a Refund, February-March 2010
- Economic Substance Doctrine: The Curious Case of Codification, April-May 2010
- Economic Substance Doctrine – Six Months After Codification, October-November 2010
- Challenging IRS Regulations: The Supreme Court’s Mayo Decision, February – March 2011
Journal of Financial Service Professionals
