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Curriculum Vitae
Publications
- If You “Don't Give Tax Advice,” Start by Asking About Physical Injuries at Intake (August 2026, Valley Lawyer)
- Code ยง121: How to Save Taxes When You Sell Your Home (February 2026, Valley Lawyer)
- Passive Losses and Real Estate Professionals: Sometimes the Best Advice is to Leave a Benefit on the Table (2026)
- OBBBA: The Blooper Reel (November 2025, Valley Lawyer)
- Letter: Disaster Tax Relief Certainty Act Leaves Uncertainty Over Insurance Payments (August 2026, Tax Notes Federal)
- OBBBA's School Vouchers: The Ship of State Springs a Leak (August 2025, Tax Notes Federal)
- Letter: To Help Gambling Addicts, Ditch the 90 Percent Cap (2025)
- Letter: The IRS (or Congress) Should Clarify When Structured Installment Sales Will Be Respected (December 2024)
- The Case for Letting Taxpayers Buy Ivermectin with Health Savings Accounts (March 2023, ABA Tax Times)
- Miranda Stewart, Tax and Government in the 21st Century: Book Review and Interview with the Author (Summer 2023, ABA Tax Times)
- A Call for IRS Guidance on the Information Corporations Give Shareholders to Show That Stock Is QSBS (October 2023, Journal of Taxation of Investments)
- Negative Capital Freezes and Subchapter K (October 2022, Bloomberg Tax Management Real Estate Journal)
- Opportunity Zone Planning When Penalties Are a Certainty (July 2022, California Tax Lawyer)
- Letter: Incremental OZ Reform Could Be a Step Backward (May 2022)
- What Good Is OZ Reporting if We Don't Agree on the Goals? (March 2022, Bloomberg Tax Management Real Estate Journal)
- The Installment Method: Misuses That Make Me Lose Sleep (May 2022, Bloomberg Tax Management Real Estate Journal)
- The Stuff That Dreams Are Made Of: The Rise and Fall of Malta Pension Plans (February 2022)
- Personal Goodwill for New QO Funds, Business Goodwill for Old Ones: IRS May Cry "Whipsaw" (February 2022)
- If You Squander This Once-in-a-Lifetime Opportunity to Make Tax-Free Gifts, You're Not a Bad Person (November 2021, Daily Journal)
- Avoiding California Taxation: Considerations for Individuals Currently Domiciled in the State (July 2021, California Business Law Reporter)
- Avoiding the Trustee's "Personal Liability" for Estate Taxes (October 2021, CEB Estate Planning & California Probate Reporter)
- New Opportunity Zone Tax Rules Create Red Tape for Businesses (August 2026, Bloomberg Tax Insights)
- IRS Can Fix Tax Trap for Unwary With Timely Qualified Appraisal (November 2023, Bloomberg Tax Insights)
- Anonymous Letter to IRS Lays Out Defense of Malta Pension Plans (September 2023, Bloomberg Tax Insights)
- Deferring Tax With IRC 453, Without Crossing the Line (May 2022, Bloomberg Tax Insights)
- Using a Qualified Opportunity Fund to Invest in Non-QOZ Property (March 2022, Bloomberg Tax Insights)
- Hidden Tax Dangers in Cannabis Outsourcing Arrangements (September 2021, Bloomberg Tax Insights)
- Cannabis Taxpayers Find Flaws in New Accounting Method Rules (March 2021, Bloomberg Tax Insights)
- Family Offices Allow (Some) Taxpayers to Deduct Investment-Related Expenses (March 2020, Bloomberg Tax Management Estates, Gifts and Trusts Journal)
- Should You Change Your Accounting Method? An Emerging Cannabis Loophole (June 2020)
- Qualified Opportunity Zone Projects Have 'Up To' 24 More Months Due to COVID-19 (March 2020)
- How Forgiving Recapture Gain Turns QOZs Into Tax Shelters (November 2019, Tax Notes Federal)
- Treasury Releases Long-Awaited QOZ Regulations (April 2019)
Quoted In
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