January 8, 2019 - STEP Los Angeles, Century City, "Update on Section 199A - The 20% Deduction for Pass-Through Entities and Sole Proprietorships -- After the Proposed Regulations"
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August 7, 2018 - San Fernando Valley Morning Discussion Group, Los Angeles Chapter, California Society of CPAs, Tarzana, "S Corporation Update"
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February 14, 2018 - Tax Section, Beverly Hills Bar Association, "Choice of Entity After Tax Reform" and "Can an Interest in this Business Get the Section 1202 Gain Exclusion?"
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January 29, 2018 - USC Gould School of Law Tax Institue, Los Angeles, "Current Issues in Choice of Entity"
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September 22, 2017 - Hollwood/Beverly Hills Discussion Group, Los Angeles Chapter, California Society of CPAs, West L.A., "A Corporate Tax Update"
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August 1, 2017 - San Fernando Valley Morning Discussion Group, Los Angeles Chapter, California Society of CPAs, Tarzana, "A Corporate Tax Update"
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June 13, 2016 - Pasadena Discussion Group, Los Angeles Chapter, California Society of CPAs,Pasadena, "Crazy Deal Structures (And Why They Were Done That Way)"
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April 22, 2016 - Tax Section, Pasadena Bar Association, Pasadena, "Crazy Deal Structures (And Why They Were Done That Way)"
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February 18, 2016 - San Fernando Valley Estate Planning Council, Northridge, "Succession Planning: Transferring a Business to the Next Generation" (outline: part 1 and part 2)
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November 7, 2015 - Business Law Section and Trust & Estates Section, Beverly Hills Bar Association, "What Every Business Law Attorney Needs to Know About Succession Planning"
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August 11, 2015 - San Fernando Valley (Morning) Discussion Group, Los Angeles Chapter, California Society of CPAs, Woodland Hills, "An S Corporation Update"
February 17, 2015 - Trusts & Estates Section, Beverly Hills Bar Association, "Succession Planning: Transferring a Business to the Next Generation"
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January 26, 2015 - USC Gould School of Law Tax Institute, Los Angeles, "S Corporation Update (and Tips)"
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November 10, 2014 - Probate and Trust Section and Tax Section, Pasadena Bar Association, Pasadena, "Basis Planning Is the New Estate Planning"
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August 29, 2014 - Hollywood/Beverly Hills Discussion Group, Los Angeles Chapter, California Society of CPAs, West Los Angeles, "Basis Planning Is the New Estate Planning"
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August 19, 2014 - San Fernando Valley (Morning) Discussion Group, Los Angeles Chapter, California Society of CPAs, Woodland Hills, "An S Corporation Update"
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July 1, 2014 - San Fernando Valley (Evening) Discussion Group, California Society of CPAs, Los Angeles Chapter; Woodland Hills, "Basis Planning is the New Estate Planning"
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January 16, 2014 - East San Gabriel Valley Discussion Group, Los Angeles Chapter, California Society of CPAs, West Covina, "Choosing a Business Entity in 2014"
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July 9, 2013 - California Society of Enrolled Agents, Los Angeles, "Dissolving Business Entities and Corporate Housekeeping"
June 19, 2013 - CPA Law Forum, Woodland Hills, "Don't Treat S Corporation Distributions Like Partnership Draws"
November 30, 2012 - Western Conference on Tax-Exempt Organizations, Los Angeles, Panelist, "For-Profit Subsidiares and Other Complex Structures" (Benefit Corporations, Flexible Purpose Corporations and L3Cs; Charities Can Now Use Limited Liability Companies to Accept Dubious Assets)
March 20, 2012 - "Tax Night" presented by the Tax Section of the Los Angeles County Bar Association, Downtown Los Angeles, "Planning for the Possibility of Higher Income Taxes After the 2012 Elections"
December 7, 2011 - Warner Center Estate and Tax Planning Council, "Commercial Coventurers and Commercial Fundraisers -- How the California Attorney General Regulates Them"
November 14, 2011 - San Fernando Valley Chapter, California Society of Enrolled Agents, Van Nuys, "S Corporations – Avoiding the Traps and Getting the Benefits"
November 2, 2011 - Warner Center Estate and Tax Planning Council, "Using LLCs to Avoid Problems after an Owner Dies"
September 16, 2011 - Tax Section of the Pasadena Bar Association, "Secret Techniques of a Business and Tax Attorney"
August 20, 2011 - Southern California Business Brokers Network, Van Nuys, "Tax Planning for the Sale or Purchase of a Business"
August 16, 2011 - Valley Lawyers and Legal Professionals Group, Provisors, Encino, "The Ten Biggest Mistakes People Make Selling Their Business"
May 27, 2011 - Hollywood/Beverly Hills Discussion Group, Los Angeles Chapter, California CPA Society, West Los Angeles, "S Corporation and LLC Update: Adequate Compensation and Status of Legislation Proposed in 2010" and "Dissolving Business Entities and Corporate Housekeeping"
May 10, 2011 - California Society of Enrolled Agents, Los Angeles, "Selling a Business: Practical, Tax and Legal Issues"
February 18, 2011 - Tax Section of the Pasadena Bar Association, "Tax Legislation that Affects Closely-Held Businesses"
May 21, 2010 - Pasadena Bar Association, "S Corporation Distributions: How to Make 'Em and How to Fix 'Em"
December 4, 2009 - Pasadena Bar Association, "Choice of Business Entity: Structuring Businesses for the Recovery"
November 4, 2009 - Los Angeles Chapter, California CPA Society and San Fernando Valley Bar Association, "Structuring Business Entities for the Recovery"
October 19, 2009 - Local Accounting Firm, "Back-to-Back Loans to an S Corporation" and "Personal Goodwill"
October 15, 2009 - Beverly Hills Bar Association, "S Corporations - The Nuts and Bolts"
October 6, 2009 - San Fernando Valley Evening Discussion Group, Los Angeles Chapter, California CPA Society, Van Nuys, "Dissolving Business Entities and Corporate Housekeeping"
September 23, 2009 - Tax Section, California State Bar and American Association of Attorney-CPAs and California Association of Attorney-CPAs, Pasadena, "Don't Let Living Trusts Cause Problems for Owners of Closely-Held Businesses"
August 5, 2009 - Local Accounting Firm, "Secret Techniques of a Business and Tax Attorney"
July 27, 2009 - West San Gabriel Valley Discussion Group, Los Angeles Chapter, California CPA Society, Pasadena, "Secret Techniques of a Business and Tax Attorney"
July 24, 2009 - Local Accounting Firm, "Choice of Entity Strategies in Tough Times"
June 18, 2009 - Young Tax Lawyers Committee, Los Angeles County Bar Association, West Los Angeles, "Don't Let Living Trusts Cause Problems for Closely-Held Businesses"
February 19, March 26, May 28 and June 11, 2009, Local Accounting Firm and Its Clients, "Nonprofit Organizations - Key Issues in the New IRS Form 990"
February 6, 2009 - Santa Clarita Discussion Group, Los Angeles Chapter, California CPA Society, "Dissolving Business Entities"
November 5, 2008 - "Tax Night" presented by the Tax Section of the Los Angeles County Bar Association and the Tax Committee of the the Los Angeles Chapter of the California CPA Society, Los Angeles, "S Corporation Distributions" and "An S Corporation Update" and "Accelerate Gain in Anticipation of Higher Tax Rates?"
October 22, 2008 - Foothill Chapter, California Society of Accountants, Arcadia, "C2S: The S Corporation Election for an Existing C Corporation" and "Family Limited Partnerships - An Update"
October 1, 2008 - Warner Center Tax and Estate Planning Council, Woodland Hills, "A Dozen Secret Techniques of a Business and Tax Attorney"
September 26, 2008 - Hollywood/Beverly Hills Discussion Group, Los Angeles Chapter, California CPA Society, West Los Angeles, "Choice of Entity Strategies in Tough Times"
August 1, 2008 - Santa Clarita Discussion Group, Los Angeles Chapter, California CPA Society, "Don't Treat S Corporation Distributions Like Partnership Draws"
May 28, 2008 - San Gabriel Valley CPA/Law Forum, Pasadena, "Don't Treat S Corporation Distributions Like Partnership Draws"
April 30, 2008 - American Association of Attorney-CPAs, West L.A., "Disregarded Entities - Single Member LLCs and Qualified Subchapter S Subsidiaries (QSubs)"
October 29 (Burbank) and 30 (San Francisco), 2007, California CPA Education Foundation, 2007 Closely-Held Business Conference, "Structuring Businesses for the 21st Century - Choice of Entity and the Business Life Cycle"
August 1 (San Francisco) and 2( Los Angeles), 2007 Flow-Through Entities Conference, California CPA Education Foundation, "Disregarded Entities - Single-Member LLCs ('SMLLCs') and Qualified Subchapter S Subsidiaries ('Qsubs')"
June 28, 2007, Tax Section, Pasadena Bar Association, "Disregarded Entities - Single-Member LLCs ('SMLLCs') and Qualified Subchapter S Subsidiaries ('Qsubs')"
June 21, 2007, Tax Section, Beverly Hill Bar Association, "Limited Liability Company Update"
May 25, 2007, Hollywood/Beverly Hills Discussion Group, Los Angeles Chapter, California Society of CPAs, West Los Angeles, "Dissolving Business Entities and Corporate Housekeeping"
April 19, 2007 - CSUN Family Business Center, Northridge, "Succession Planning - Transferring a Business to the Next Generation - Part 1 and Part 2"
October 13, 2006 - The Financial Planning Association of Ventura County, Thousand Oaks, "Choice of Business Entity and Estate Planning"
July 11, 2006 - Association of Valley CPAs, Van Nuys, "Don't Treat S Corporation Distributions Like Partnership Draws" and "S Corporation Distributions and Stock Basis: Case Studies"
July 7, 2006 - Santa Clarita Valley Discussion Group, Los Angeles Chapter, California Society of CPAs, Newhall, "Dissolving Business Entities"
June 9, 2006 - Law Office of William C. Staley, Beverly Hills, "Large Charitable Contributions - Private Foundations, Charitable Lead Trusts and Community Foundations" (Slides) (Handout)
May 26, 2006 - Hollywood/Beverly Hills Discussion Group, Los Angeles Chapter, California Society of CPAs, West Los Angeles, "S Corporation Basis and Distributions - Case Studies"
May 8, 2006 - Pasadena Discussion Group, Los Angeles Chapter, California Society of CPAs, "Don't Treat S Corporation Distributions Like Partnership Draws"
February 9, 2006 - Law Office of William C. Staley, Van Nuys, "Giving a Business to Family Members" (Slides) (Handout)
December 5, 2005 - Santa Clarita Valley Discussion Group, Los Angeles Chapter, California Society of CPAs, Valencia, "Choice of Business Entity"
November 21, 2005 - Foothill Chapter, Society of California Accountants, Arcadia, "Dissolving Business Entities and Corporate Housekeeping" (Slides) (Handout)
October 20, 2005 - South Bay Discussion Group, Los Angeles Chapter, California Society of CPAs, Manhattan Beach, "Don't Treat S Corporation Distributions Like Partnership Draws"
October 19, 2005 - Greater Conejo Valley Interest Group, Channel Islands Chapter, California Society of CPAs, Westlake Village, "Don't Treat S Corporation Distributions Like Partnership Draws"
September 23, 2005 - Hollywood/Beverly Hills Discussion Group, Los Angeles Chapter, California Society of CPAs, West L.A., "Don't Treat S Corporation Distributions Like Partnership Draws"
August 18, 2005 - Law Office of William C. Staley, Santa Monica Doubletree Guest Suites, "Buy-Sell Agreements for Owners of Closely-Held Businesses" (Slides) (Checklist)
August 2, 2005 - Association of Valley CPAs, Los Angeles Chapter, Chapter, California Society of CPAs, Van Nuys - "Selling a Business - Practical, Tax and Legal Issues"
June 20, 2005 - Pasadena Discussion Group, Los Angeles Chapter, California Society of CPAs, "Giving Stock to Employees" and "Stock Options"
June 16, 2005 - Board of Directors of a Los Angeles Foundation - "Responsibilities of Directors and Officers of a California Nonprofit Public Benefit Corporation"
May 3, 2005 - San Fernando Valley Discussion Group, - San Fernando Valley Discussion Group, Los Angeles Chapter, Chapter, California Society of CPAs - "Tax Aspects of Intellectual Property Transactions"
December 16 , 2004 - Estate Counselors Forum, West Los Angeles - "S Corporations and Estate Planning"
December 15, 2004 - Greater Conejo Valley Interest Group, Channel Islands Chapter, California Society of CPAs, Westlake Village - "Hot Tax Planning Tips and Strategies"
December 10 , 2004 - Hollywood/Beverly Hills Discussion Group, Los Angeles Chapter, California Society of CPAs, West Los Angeles - "LLPS - Registered Limited Liability Partnerships for Accountants, Architects and Attorneys"
November 16, 2004 - Ventura Interest Group - Taxation, Channel Counties Chapter, California Society of CPAs, Oxnard - "LLPS - Registered Limited Liability Partnerships for Accountants, Architects and Attorneys"
November 8, 2004 - Pasadena Discussion Group, Los Angeles Chapter, California Society of CPAs - "Nonprofit Organizations, Private Foundations and the Charitable Contribution Deduction"
September 8, 2004 - Warner Center Estate Planning Council, Woodland Hills - "Buy-Sell Agreements in Estate Planning"
July 9, 2004 - Hollywood/Beverly Hills Discussion Group, Los Angeles Chapter, California Society of CPAs - "Choice of Business Entity - Case Studies"
May 13, 2004 - Beverly Hills Bar Association, Tax Section - "Succession Planning - Transferring a Business to the Next Generation" (Part 1) (Part 2)
February 19, 2004 - CSUN Family Business Center, Northridge, Moderator - "Succession Planning in the Family Firm"
October 29, 2003 - Joint Meeting - Estate Planning and Taxation Committees, Los Angeles Chapter, California Society of CPAs - "Choice of Entity and Estate Planning - Liability and Income Tax Issues"
August 8, 2003 - Hollywood/Beverly Hills Discussion Group, Los Angeles Chapter, California Society of CPAs - "Tax Strategies for Selling a Business"
April 29, 2003 - San Fernando Valley Discussion Group, Los Angeles Chapter, California Society of CPAs, "Structuring Businesses for the 21st Century"
June 2002 - Tax Section of the Beverly Hills Bar Association, "Structuring Businesses for the 21st Century"
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