September 20, 2017 Dinner meeting
The Care and Feeding of Self-Directed IRAs
Warren’s practice is focused on assisting clients in analyzing, structuring, and negotiating tax-efficient structures for complex investment and business transactions. Warren is a regular presenter and writer on several of the most cutting-edge tax law topics in the nation. Warren has been published, featured, and/or quoted in outlets such as The Wall Street Journal, Forbes, Bloomberg BNA, Trusts & Estates magazine, Financial Planning magazine, and The Puget Sound Business Journal. His latest publication, entitled “The Care and Feeding of Large IRAs” (co-authored with Natalie B. Choate) has been nominated for a “Thought Leadership Award” by the article’s publisher, Trusts & Estates magazine.