Events
Education
Choose Your Own Adventure: Cross-Border Transfer Tax and Trust Planning
August 19, 202512:00 PM – 1:00 PM PT
Online
Laura A. Zwicker and Stefanie J. Lipson
Education
The Big Beautiful Benefits for Real Estate in the New Tax Bill (Webinar Replay Available)
July 24, 202510:00 AM – 11:00 AM PT
Online Webinar
Schuyler (Sky) M. Moore and Michael Wiener
Education
Tax Issues with Transferring U.S. Assets Offshore 2025
July 23, 20259:00 AM – 11:00 AM PT
Virtual
Thomas M. Giordano-Lascari
Education
Identifying Foreign Trusts: Court and Control Tests, Grantor vs. Non-Grantor Trusts, Tax Consequences and Reporting Requirements
July 15, 20251:00 PM – 2:50 PM ET
Webinar
Thomas M. Giordano-Lascari and Auberie Silvain
Education
A Battle With The U.K. Bare Trust—Let's Settle This Once And For All!
June 9, 202512:30 PM – 1:30 PM PT
Online
Laura A. Zwicker and Stefanie J. Lipson
Education
The 17th Annual STEP Los Angeles International Tax & Estate Planning Forum: 2025 Global Matrix
June 5-6, 2025
Terranea Resort, Rancho Palos Verdes, CA, USA
Laura A. Zwicker, Thomas M. Giordano-Lascari, Auberie Silvain, and Matt Zanis
Education
IMN Real Estate Family Office & Private Wealth West Forum
June 5-6, 20258:00 AM – 1:00 PM
Monarch Beach Resort, Dana Point, CA
Stefanie J. Lipson, David Kramer, Kevin Sher, and Richard J. Sweet
Education
Interpreting Tax Treaties: Tax-Free Interest, Foreign Tax Credits and Form 8833
June 3, 2025
Virtual
Auberie Silvain
Education
So Long, Farewell: US Tax Issues for Expatriates
May 9, 20258:00 AM – 9:45 AM ET
Marriott Marquis in Washington, DC
Thomas M. Giordano-Lascari
Education
Recent Legal Developments in the Entertainment Industry
May 1, 202512:30 PM – 1:30 PM PT
Online (Zoom)
Schuyler (Sky) M. Moore
Education
CLE Last Dash | Maximizing Tax Benefits with Qualified Small Business Stock (QSBS): Key Insights and Strategies
March 27, 202510:00 AM – 11:00 AM PT
Online
Industry Conference
Roundtable Discussion - Global Tax Changes
March 12, 2025
Banyan Tree Mayakoba, Mexico
Thomas M. Giordano-Lascari
Industry Conference
International Bar Association | 30th Annual International Private Client Tax Conference
March 2, 2025
Raffles London
Laura A. Zwicker and Thomas M. Giordano-Lascari
Industry Conference
Elections, Instability and Taxation
January 29, 20255:45 PM – 7:15 PM
Sheraton Grand Los Angeles
Stefanie J. Lipson
Industry Conference
USC Gould School of Law 2025 Tax Institute
January 27, 2025
Sheraton Grand Los Angeles
Thomas M. Giordano-Lascari, Gary L. Kaplan, Michael Wiener, Matt Zanis, and Laura A. Zwicker
Speaking Engagement
Fools Rush In | 61st Annual Hawaii Tax Institute
November 7, 202412:30 PM – 1:30 PM
Sheraton Waikiki Resort, Honolulu, Hawaii
Laura A. Zwicker and Stefanie J. Lipson
Partnership
US Planning Structures for Foreigners That Take Into Account Foreign Tax Law | 2024 Annual Meeting of the Tax Bar and Tax Policy Conference
November 6, 20243:45 PM – 5:00 PM PT
Hilton Anaheim
Thomas M. Giordano-Lascari
Partnership
Creating a True Comprehensive Plan – The Danger of Excessive Focus on Estate Tax Savings Planning | 61st Annual Hawaii Tax Institute
November 6, 20244:00 PM – 4:50 PM
Sheraton Waikiki Resort, Honolulu, Hawaii
Stefanie J. Lipson
Speaking Engagement
1031 Exchanges and Tax Strategies
October 18, 2024
Virtual Event
Warren J. "Skip" Kessler
Speaking Engagement
Foreign Gifts and Foreign Trusts: Proposed Regulations
October 2, 202412:00 PM – 1:30 PM PT
Armanino LLP
Thomas M. Giordano-Lascari
Industry Conference
A Hop, Skip And A Jump Into Tax: Stumbling Into Tax Traps in Domestic and Cross-Border Migration
July 12, 20249:35 AM – 10:25 AM PT
Estancia La Jolla Hotel & Spa
Laura A. Zwicker
Speaking Engagement
Tax Strategies for Real Estate LLC and LP Agreements: Capital Commitments, Tax Allocations, Distributions, and More
June 18, 20241:00 PM ET
Webinar
Michael Wiener
Speaking Engagement
IRS Audits of Expatriates: Section 965 Transition Tax, Exit Tax, Non-Filers, and the Examination Process
May 28, 2024
Webinar
Thomas M. Giordano-Lascari
Speaking Engagement
Wealth Wednesday: I Think I Get the GST of It! | CalCPA
April 24, 202412:00 PM – 1:00 PM PT
Stefanie J. Lipson
Speaking Engagement
Current Issues in 1031 Exchanges
March 26, 2024
Virtual
Warren J. "Skip" Kessler
Speaking Engagement
A Hop, Skip And A Jump Into Tax: Stumbling Into Tax Traps in Domestic and Cross-Border Migration
March 22, 202410:15 AM – 11:15 AM PT
Live Video Webcast
Laura A. Zwicker
Industry Conference
International Bar Association | 29th Annual International Private Client Tax Conference
March 4, 2024
Raffles London
Laura A. Zwicker, Thomas M. Giordano-Lascari, and Stefanie J. Lipson
Speaking Engagement
What’s in Store for SoCal's Real Estate Market
February 29, 20248:30 AM – 11:00 AM PT
Warren J. "Skip" Kessler and Michael Wiener
Speaking Engagement
Expatriating from the United States: Tax and Estate Planning Considerations
February 28, 20244:20 PM – 5:20 PM ET
Private Client Forum Americas | Playa del Carmen, Mexico
Laura A. Zwicker
Industry Conference
International Tax Hot Topics
January 22, 20246:00 PM – 7:30 PM PT
Sheraton Grand Los Angeles
Thomas M. Giordano-Lascari
