Co-Chair, NYU 70TH Annual Institute on Federal Taxation (Oct./Nov. 2011)
Chair, New York University Summer Institute in Taxation, Institute on Federal Wealth Taxation July 14-15, 2011, New York, NY
Chair, Closely-Held Businesses Session, NYU 69th Annual Institute on Federal Taxation (Oct./Nov. 2010)
Chair, New York University Summer Institute in Taxation, Institute on Federal Wealth Taxation July 22-23, 2009, New York, NY
Chair, Closely-Held Businesses Session, NYU 68th Annual Institute on Federal Taxation (Oct./Nov. 2009)
Chair, New York University Summer Institute in Taxation, Institute on Federal Wealth Taxation, July 16-17, 2009, New York, NY
Chair, Closely-Held Businesses Session, NYU 67th Annual Institute on Federal Taxation (Oct./Nov. 2008)
Chair, New York University Summer Institute in Taxation, Institute on Federal Wealth Taxation July 17-18, 2008, New York, NY
Chair, Closely-Held Businesses Session, NYU 66th Annual Institute on Federal Taxation (Oct./Nov. 2007)
Chair, New York University Summer Institute in Taxation, Institute on Federal Wealth Taxation, July 26 – 27, 2007, New York, NY
Chair, Closely-Held Businesses Session, NYU 65th Annual Institute on Federal Taxation (Oct./Nov. 2006)
Chair, New York University Summer Institute in Taxation, Institute on Federal Wealth Taxation July 13 – 14, 2006, New York, NY
Co-Chair, NYU 64th Annual Institute on Federal Taxation (Oct./Nov. 2005)
Chair, Closely-Held Businesses Session, NYU 64th Annual Institute on Federal Taxation (Oct./Nov. 2005)
Chair, Closely-Held Businesses Session, NYU 63rd Annual Institute on Federal Taxation (Oct./Nov. 2004)
Chair, Closely-Held Businesses Session, NYU 62nd Annual Institute on Federal Taxation (Oct./Nov. 2003)
Chair, Closely-Held Businesses Session, NYU 61st Annual Institute on Federal Taxation (Oct./Nov. 2002)
Co-Chair, NYU 60th Annual Institute on Federal Taxation (Oct./Nov. 2001)
Chair, First and Second Annual Wallace-Lyon National Graduate Tax Law Workshops of the New York University School of Law Master’s in Taxation Program (2004, 2005)
Editor-in-Chief, The Tax Lawyer, ABA Tax Section / Georgetown University Law Center
Editor-in-Chief, Business Entities, RIA Group, New York, New York (1998 – Present)
Editor-in-Chief, Journal of S Corporation Taxation (now known as Business Entities)
Contributing Editor, Journal of Partnership Taxation (now know as Business Entities)
Editorial Board, Estate Planning, RIA Group, New York, New York
Editor, The Taxpayer Relief Act of 1997, Joint Publication of the American Bar Association Section of Taxation and the American Law Institute-American Bar Association
Advisory Board, New York University Institute on Federal Taxation
Advisory Board, Corporate Tax and Business Planning Review, Represented The Tax Section of the Florida Bar before the U.S. Supreme Court, Amicus Curiae in Estate of Hubert case
Visiting Professor, University of Florida School of Law, Master’s In Taxation
Adjunct Professor, University of Miami School of Law, Master’s in Estate Planning
Guest Lecturer, University of Pittsburgh School of Law
Instructor, Philip E. Heckerling Institute on Estate Planning, University of Miami School of Law
Selected to Madison Who’s Who Honors Edition (2006-2007).
Selected to Best Lawyers in America by Woodward & White, Inc. (Taxation and Probate & Trust Law)
PROFESSIONAL MEMBERSHIPS AND HONORS
New York State Bar Association (2011 – present)
American Bar Association (1977 – present)
American Bar Association, Section of Taxation (1977 – present), Vice-Chair (Publications) (2004 -2006)
Council Director (2001-2004)
Committee on Continuing Legal Education, Past-Chair
Committee on S Corporations, Past-Chair
Committee on Court Procedures (Tax Litigation)
Limited Liability Companies Task Force
American Bar Association, Section of Litigation
American College of Tax Counsel
American College of Trust and Estate Counsel (1996 – present)
American Law Institute, Committee on Integration of Corporate and Shareholder Taxation
Committee on Donative Transfers
Committee on Pass Through Projects
Committee on Law of Trusts
American Tax Policy Institute
Board Certified Tax Lawyer, Florida Bar Board of Certification
Federal District Court, Southern and Middle Districts of Florida
Florida Bar Association (1977 – Present)
Florida Bar Association, Real Property Section (1977 – Present)
Florida Bar Association, Tax Section (1977 – Present)
Executive Committee, Executive Council (1995-1996), Tax Section
Director’s Committee (at Large Member)
National Institute of Trial Advocacy (Advance Tax Litigation School)
Palm Beach County Bar Association (1980 – Present)
Palm Beach County Tax Institute, Past President of Board of Directors
Pennsylvania Bar Association (1979 – Present)
Philadelphia Bar Association (2007 – Present)
Special ABA Tax Section Chair, Pass-Through Entity Integration Task Force
Special ABA Tax Section Task Force on Federal Wealth Transfer Taxes,
Subcommittee on Carryover Basis
Special ABA Tax Section Task Force on Entity Level Audit Provisions
Special ABA Tax Section Task Force on Limited Liability Companies
Special ABA Tax Section Task Force on Simplification of Subchapter S
U.S. Supreme Court
U.S. Tax Court