Writing

Published analysis.

I write on the tax issues that show up in my practice, in Bloomberg Tax and Tax Notes.

CasinoBeats · July 6, 2026

CFTC 'Has Edge' Over States in Prediction Markets Supreme Court 'Showdown,' Say Lawyers

On the CFTC-versus-states fight over Kalshi and Polymarket: "Congress is the wildcard." The Curtis-Schiff bill would amend the Commodity Exchange Act to reclassify sports event contracts as gambling, which means even a Supreme Court win for the CFTC could be undone legislatively.

Read →
Forbes · June 30, 2026

IRS Eases Gift Tax Rules For Trump Account Contributions

On the new safe harbor in Rev. Proc. 2026-25, which treats qualifying Trump Account contributions as present-interest gifts so the annual exclusion applies and no Form 709 is needed. The practical trap: "You don't surpass the $19,000 by funding the account because the account is capped at $5,000. You surpass it by giving the same child money outside the account on top of the contribution." Cross $19,000 to one beneficiary and the contributions flip back to future interests, which means you file and report.

Read →
Bloomberg Tax · May 18, 2026

Content Creators Can Pass Business Expense Test Using Paperwork

Under §183, the nine-factor profit-motive analysis treats personal pleasure as evidence against business intent — a structural problem for content creators whose persona is the business. The piece walks through what the documentation has to look like for a creator to affirmatively pass the test.

Read →
Tax Notes · May 18, 2026

A Farmer, a Drug Dealer, and a Gambler Walk Into the IRS

Several Code provisions single out particular industries for worse-than-baseline tax treatment — §280E for cannabis, §165(d) for gamblers, the §183 hobby loss regime for activities the regulations code as recreational. The piece reads them together as a stigma framework rather than as isolated rules.

Read →
MJBizDaily · June 17, 2026

After Trulieve, Which Cannabis MSO Will Be Next to Uplist?

On what mainstream stock exchanges actually require from cannabis operators after rescheduling: "The exchanges' bar is federal-law compliance, not schedule classification." The piece looks at why a Schedule III reclassification doesn't automatically clear the path to an NYSE or Nasdaq listing.

Read →
MoneyLion · May 24, 2026

How To Learn To Be Better With Money When You Feel Embarrassed To Ask

On working with clients in shame-heavy financial situations: "Shame metabolizes through being witnessed." The piece looks at why financial embarrassment loses its grip once it's shared with even one nonjudgmental person.

Read →