Articles


August 16, 2010, North Bay Business Journal
Wealth Planning for Multinational Families with Check-the-Box Elections
November 2009, STEP US Journal (with Inna Merzheritsky and Ferdinand Santos)

Coming to America - US Tax Rules Regarding Foreign Trusts
STEP US Journal 2009

Foreign Trusts in America
Private Wealth Management 2007

The Joys of Spring: Cross-Border Tax Reporting
STEP US Journal 2007

Offshore Misdoings, Repentance and the US Internal Revenue Service
Private Wealth Management 2006

Charitable Planning for Multinational Families
The OFC Report 2005

Family Matters: US Taxation of Domestic and Foreign Family Charities
Private Wealth Management 2005


Tax Treaties, Rabbi Trusts, and Stock Compensation
Private Wealth Management 2001/02