We are planners, first and foremost. Drawing upon decades of experience, we give sound advice and implement it for our clientele. Our practice is concentrated on individuals and businesses with an international element.
May: With three others, Michael Karlin made a presentation on outbound planning for individuals post-TCJA at the Washington DC meeting of the American Bar Association of Taxation.
February: Michael Karlin and Thomas Giordano co-authored an article with Pam Drucker (now with Armanino LLP) and Mike Miller of Roberts & Holland entitled “The Forgotten Soldier: Outbound Planning For Individuals And Pass-Through Entities After Tax Reform”.
January: Maria Otero and Jeannette Yazedjian made a presentation to the USC Gould School of Law 2019 Tax Institute entitled “Foreign Beneficiaries of U.S. Trusts”. Their presentation is available in the Publications section of this website and their article on the same topic will be published later this year.