| Date |
Title |
Publication |
| 11/03/1111/03/11 |
Working with Banks in Hard Times, presented to The ESOP Association, Las Vegas, Nevada
|
Speech |
| 11/09/1011/09/10 |
Financing Alternatives for ESOP Companies, presented to The ESOP Association, Las Vegas, Nevada
View Presentation
|
Speech |
| 02/19/1002/19/10 |
Recessionary Impact on Minority ESOPs, presented at the ESOP Association Winter Technical Conference, New Orleans, Louisiana
|
Speech |
| 02/04/1002/04/10 |
A Primer on Infrastructure M&A: What You Need to Know About Deals Involving Infrastructure Companies and Assets
|
Webinar |
| 11/10/0911/10/09 |
At the Crossroads of Liquidity: Liquidity & Wealth Preservation Considerations for Business Owners, presented at the Century City Chamber of Commerce, Los Angeles
|
Speech |
| 02/18/0902/18/09 |
Managing Through Difficult Times: How the Board and the Trustee Should Interact Webinar
View Presentation
|
Webinar |
| 11/14/0811/14/08 |
Capital Planning for Successful ESOPs, presented to The ESOP Association, Las Vegas, Nevada
|
Speech |
| 02/22/0802/22/08 |
Acquisitions Using S-Corporation ESOPs, presented at the 10th Annual S-Corporation ESOP Seminar, Orlando, Florida
View Presentation
|
Speech |
| 11/28/0611/28/06 |
Hidden Liabilities in Business Transactions, presented to the Association of Corporate Counsel, Los Angeles
|
Speech |
| 11/28/0611/28/06 |
Rights and Responsibilities of Employee Owners, presented to the ESOP Association Western States Chapter, Scottsdale, AZ
|
Speech |
| 11/28/0611/28/06 |
Using ESOPs as an Acquisition Tool, presented to The ESOP Association, Las Vegas
|
Speech |
| 10/19/0610/19/06 |
Lending Issues in ESOP Buyouts
View Presentation
|
Webinar |
| 04/11/0604/11/06 |
Using ESOPs in Corporate Transactions
View Presentation
|
Webinar |
| 01/01/0601/01/06 |
Basic Financing for ESOP Transactions, presented at the ESOP Association, Washington, D.C.
|
Speech |
| 01/01/0601/01/06 |
The Current Mergers and Acquisitions Environment, presented at the Morgan Lewis's ESOP Roundtable, Dallas
|
Speech |
| 01/01/0601/01/06 |
What Not to Do: Examples of Poor Corporate Governance, presented to the ESOP Association, Orlando, FL
|
Speech |
| 09/30/0509/30/05 |
The Role of Internal and External Trustees and Fiduciaries: Who Will Guard Your Tent?, presented to The ESOP Association - Western States Chapter, Indian Wells, CA
|
Speech |
| 04/26/0504/26/05 |
How to Cash Out in This "Perfect Mergers & Acquisitions Storm," presented at The Executive Briefing Conference, Los Angeles
|
Speech |
| 04/07/0504/07/05 |
Innovative Diversification and Repurchase Techniques, Morgan Lewis' ESOP Roundtable, Chicago
|
Speech |
| 04/07/0504/07/05 |
Lateral Transfer of Other Qualified Plan Assets to an ESOP, presented to the ESOP Association, Las Vegas
|
Speech |
| 01/01/0501/01/05 |
Handling the Repurchase Obligation, The National Center for Employee Ownership, Costa Mesa, CA
|
Speech |
| 01/01/0501/01/05 |
Lending Overview, presented at the Morgan Lewis' ESOP Roundtable, Chicago
|
Speech |
| 11/04/0411/04/04 |
Innovative ESOP Transactions, presented at the ESOP Association Conference, Las Vegas
View Speech
|
Speech |
| 10/03/0310/03/03 |
Opening the Board Room Doors to Employee Owners, The ESOP Association, Washington, D.C.
|
Speech |
| 10/02/0310/02/03 |
The ESOP Revival in 2003, presented at the CFO Breakfast Roundtable, Los Angeles
|
Speech |
| 10/01/0310/01/03 |
Important Trends in Corporate Governance, Indiana Continuing Legal Education, Indianapolis
|
Speech |
| 09/01/0309/01/03 |
Traditional and Alternative Methods to Refinance an ESOP Loan, The ESOP Association, Las Vegas
|
Speech |
| 01/01/0201/01/02 |
Doing a Merger or Acquisition, presented before Employee-Owned S Corporations of America, Park City, Utah
|
Speech |
| 01/01/0201/01/02 |
Mergers & Acquisitions Involving S Corporations and LLCs: Fairness and Fiduciary Issues, presented before The ESOP Association, Las Vegas
View Presentation
|
Speech |
| 01/01/0201/01/02 |
Preparing to Sell Your Business in Today's Marketplace, presented to the Pasadena Society of Certified Public Accountants, CA
|
Speech |
| 01/01/0201/01/02 |
Restaurant Expansion in Today's Marketplace, presented to the California Restaurant Association, San Francisco
|
Speech |
| 01/01/0101/01/01 |
Current Issues in Venture Capital Transactions, presented at the CLE Venture Capital Financing Conference, San Francisco
|
Speech |
| 01/01/012001 |
Preparing to Sell Your Business in Today's Marketplace, Los Angeles Business Journal
|
Article |
| 01/01/981998-1999 |
Global California Mentor Program, Los Angeles Regional Technology Alliance
|
Speech |
| 09/02/961996 |
Recent Developments in S Corporations, USC Annual Institute on Federal Tax, Vol. 48
|
Chapter |
| 01/03/9401/03/94 |
Annual Institute on Taxation, presented at California State University Los Angeles
|
Speech |
| 01/01/901990 |
Tax Benefits of NOLs can be lost due to the impact of the AMT, Taxation for Accountants, Vol. 44, No. 22
|
Article |
