Insight
External publications
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'Retroactive Tax Hikes Seen as Unlikely Under Biden Administration,' Tax Notes - November 11, 2020, quoted
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'The Art of Passing Down Heirlooms,''s PENTA - March 28, 2020, quoted
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'Hoping to Save on Your 2019 Taxes? Time is Running out,' CNBC.com - November 17, 2019
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'4 State Tax Cases to Watch at the US Supreme Court.' __ Law360 Tax Authority - September 23, 2019, quoted
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'How Far Can States Go After Wayfair? "Not This Far"', __ Accounting Today - August 2019, quoted
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'How Wealth Accumulators Can Use Trusts To Avoid State Income Tax,' __ Forbes - July 22, 2019, quoted
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'Supreme Court finds North Carolina can't tax trust income,' Tax Notes - June 24, 2019, quoted
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'Supreme Court's Ruling In Trust Case Shows Wayfair's Limits,' Law360 Tax Authority, June, 2019, quoted
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'North Carolina's position on trust questioned,' Tax Notes - April 17, 2019, quoted
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'Supreme Court hears arguments on major state trust tax case,' Accounting Today - April 17, 2019, quoted
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'Update on Connecticut estate and gift tax exemptions for 2019,' Withers article - February 15, 2019, co-author
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'Stan Lee's tangled web of estate planning and how to avoid this mess,' MarketWatch - November 14, 2018, quoted
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'Madonna's lost love letter should be lesson to advisors,' Private Wealth - May 15, 2018, quoted
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'Taxing collectibles: what you need to know,' Barron's PENTA - March 25, 2018, quoted
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'How the new federal and New York estate tax exemption could affect your estate plan,' Withers article - January 2018, co-author
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'How the new federal and Connecticut estate and gift tax exemption could affect your estate plan,' Withers article - January 2018, co-author
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'4 ways tax reform may affect the sports world,' Law360 - January 02, 2018, co-author
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'Property Rounds: Brokers, homeowners watching tax reform carefully,' NewsTimes - November 15, 2017, quoted
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'Exploring tax and estate planning for watch collectors,' Haute Time - November 14, 2017, quoted
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'Wealthy benefit from estate tax changes, AMT repeal in House Bill,' Bloomberg BNA - November 03, 2017, quoted
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'Paul Newman's Rolex watch sells for record $17.6 million,' Private Wealth - October 27, 2017, quoted