Price: $224 OnDemand
Sign up today for an entire year of unlimited access to relevant, timely professional learning courses, including webinars, eLearning courses and OnDemand offerings, and keep your professional credits up to date. All for just $399.SUBSCRIBE NOW
David C. Jacobson is Counsel in the Tax and Trusts & Estates Departments of Meltzer Lippe Goldstein & Breitstone, LLP in New York. Prior to joining Meltzer Lippe, David led the national wealth planning effort for Capital One Private Wealth Management, where he provided tax and trust and estate planning advice to families throughout the United States. He previously held a similar position at UBS Private Wealth Management in New York. David began his career as an attorney with the law firm Carter, Ledyard & Milburn, in Manhattan. David is a member of the Asset Protection Planning and the Income and Transfer Tax Planning Committees of the American Bar Association. He is also a member of the Planned Giving Advisory Committee of the New York Museum of Modern Art. David received his LL.M. in Taxation from Georgetown University Law Center in 1992, his J.D. from the University of Miami School of Law in 1991, and his B.A. from the University of Oklahoma in 1988. He is admitted to practice law in Florida and New York.
David J. Thompson is a Manager with Empire Valuation Consultants, LLC, where he has focused on the valuation of private equity and hedge fund management companies and general partner entities for over a decade. He is a graduate of the Australian Graduate School of Management, MBA, Finance, the Duke Fuqua School of Business, MBA, Finance, General - International Exchange Program, and the University at Buffalo, BA, Mathematics. Mr. Thompson is a Chartered Financial Analyst (CFA), and has valued a wide variety of publicly and privately-held companies for a variety of purposes including estate and gift tax reporting. He has extensive experience in valuing private equity and hedge fund company interests.
All Bloomberg BNA treatises are available on standing order, which ensures you will always receive the most current edition of the book or supplement of the title you have ordered from Bloomberg BNA’s book division. As soon as a new supplement or edition is published (usually annually) for a title you’ve previously purchased and requested to be placed on standing order, we’ll ship it to you to review for 30 days without any obligation. During this period, you can either (a) honor the invoice and receive a 5% discount (in addition to any other discounts you may qualify for) off the then-current price of the update, plus shipping and handling or (b) return the book(s), in which case, your invoice will be cancelled upon receipt of the book(s). Call us for a prepaid UPS label for your return. It’s as simple and easy as that. Most importantly, standing orders mean you will never have to worry about the timeliness of the information you’re relying on. And, you may discontinue standing orders at any time by contacting us at 1.800.960.1220 or by sending an email to email@example.com.
Put me on standing order at a 5% discount off list price of all future updates, in addition to any other discounts I may quality for. (Returnable within 30 days.)
Notify me when updates are available (No standing order will be created).
This Bloomberg BNA report is available on standing order, which ensures you will all receive the latest edition. This report is updated annually and we will send you the latest edition once it has been published. By signing up for standing order you will never have to worry about the timeliness of the information you need. And, you may discontinue standing orders at any time by contacting us at 1.800.372.1033, option 5, or by sending us an email to firstname.lastname@example.org.
Put me on standing order
Notify me when new releases are available (no standing order will be created)