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Justin Miller (attorney)

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Justin Miller (born September 12, 1975) is a nationally recognized authority on taxation in the United States. He is an attorney based in San Francisco, California[1] and adjunct professor at Golden Gate University.[2]

Justin Miller
Born
Justin T. Miller

(1975-09-12) September 12, 1975 (age 49)
Los Angeles, California
NationalityAmerican
EducationB.A., J.D., LL.M. in Taxation
Alma materUniversity of California, Berkeley, New York University School of Law
OccupationAttorney
AwardsFellow of the American Bar Foundation, Fellow of the American College of Trust and Estate Counsel
Websiteevercore.com

Education

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Miller grew up in Los Angeles, California, and attended Palisades High School, where he was an all-city varsity tennis player.[3] In 1995, he received a bachelor's degree, with honors, from the University of California, Berkeley, and in 1999, a juris doctor and master of laws in taxation from New York University School of Law. In 2005, he received his Certified Financial Planner™ (CFP®) certification.[4]

Professional life

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Miller began his career as an attorney at the law firm of Sidley Austin in 1999.[5] In 2012, Miller began teaching as an adjunct professor at Golden Gate University, and in 2021, he joined Evercore Wealth Management as a partner.[6]

He is the author of numerous published and cited academic journal articles[7] as well as a frequent keynote speaker at major conferences.[8] He also is often quoted as a national tax expert in the media, including Barron’s,[9] Bloomberg News,[10] Business Insider,[11] CNBC,[12] Financial Planning,[13] Forbes,[14] Law360,[15] MarketWatch,[16] Tax Notes,[17] The New York Times,[18] ThinkAdvisor,[19] and The Wall Street Journal.[20] In addition, he has been selected on multiple occasions to comment on regulatory and legislative tax proposals in front of the United States Senate Committee on Finance, United States House Committee on Ways and Means, United States Congressional Joint Committee on Taxation, Internal Revenue Service, and United States Department of the Treasury.[21]

He was the former editor-in-chief of the California Tax Lawyer.[22]

Miller has served in leadership positions with the American Bar Association, American College of Trust and Estate Counsel, California Bar Foundation,[23] California Society of Certified Public Accountants, Constitutional Rights Foundation,[24] Los Angeles County Bar Association, San Francisco Estate Planning Council, San Francisco Tax Club,[25] and State Bar of California.[26]

Awards and distinctions

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In 2016, Miller was elected as a fellow of the American College of Trust and Estate Counsel[27][28] and as a fellow of the American Bar Foundation.[29][30]

In 2017, Miller received the V. Judson Klein Award from the State Bar of California[31] and was granted the Outstanding Conference Speaker Award from the California Society of Certified Public Accountants.[32]

In 2019, he received the Albert Nelson Marquis Lifetime Achievement Award.[30]

Select bibliography

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References

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  1. ^ "Attorney Profile". calbar.ca.gov. State Bar of California. Retrieved 20 September 2022.
  2. ^ "Justin Miller". www.ggu.edu. Retrieved 2023-01-10.
  3. ^ Waters, Sean (1992-03-26). "Is There a Changing of the Guard Among Prep Tennis Teams?". Los Angeles Times. Retrieved 2022-08-27.; "Sportscope". Los Angeles Times. 1991-07-04. Retrieved 2022-08-27.
  4. ^ "Find a CFP® Professional". cfp.net. Retrieved 2022-08-27.
  5. ^ Doctor, Vanessa. "BNY Mellon Names Senior Wealth Strategist For San Francisco". wealthbriefing.com. Wealth Briefing. Retrieved 21 September 2022.
  6. ^ Stokes, Samantha; Ramaswamy, Anita. "Must Know Promotions, Exits, and Hires". businessinsider.com. Business Insider. Retrieved 20 September 2022.; "Who's Moving Where In Wealth Management?". familywealthreport.com. Family Wealth Report. Retrieved 20 September 2022.
  7. ^ Cited in "In re the Marriage of Mark Steven Melrose and Carole Lynn Melrose". No. 18. Court of Appeals of Iowa. 6 November 2019. Retrieved 7 January 2023.; McCouch, Grayson M.P. (5 August 2020). "Adversity, Inconsistency, and the Incomplete Nongrantor Trust". Virginia Tax Review (39): 431. SSRN 3667897. Retrieved 7 January 2023.; Kan, Samuel (20 August 2020). "Divorce and the Collapse of the Three-Legged Stool: Setting Servicemembers up for Success in the Age of BRS and COVID-19" (PDF). Wayne Law Review (66): 440. Retrieved 7 January 2023.; Nenno, Richard W. (2016). "Let My Trustees Go! Planning to Minimize or Eliminate Virginia and Other State 12 Income Taxes on Trusts". College of William & Mary Law School (743): 75.; Kozaczka, Dyan; Oldham, Sarah Stark. "Alimony Retrospective: A Discussion on Case Law and Settlement Strategies since the Implementation of the Tax Cuts and Jobs Act" (PDF). ctbar.org. Connecticut Bar Association. Retrieved 7 January 2023.; Nenno, Richard W. "Minimizing or Eliminating State Income Taxes on Nongrantor Trusts" (PDF). midatlanticfellowsinstitute.org. American College of Trust and Estate Counsel. Retrieved 7 January 2023.
  8. ^ "Education Foundation Award Recipients". calcpa.org. California Society of CPAs. Retrieved 20 September 2022.; "AICPA Conferences". aicpaconferences.com. AICPA. Retrieved 7 January 2023.; "USC Gould School of Law 2018 Tax Institute". gould.usc.edu. USC Gould School of Law. Retrieved 7 January 2023.; "Annual Hawaii Tax Institute" (PDF). hawaiitaxinstitutefoundation.configio.com. Hawaii Tax Institute. Retrieved 7 January 2023.; "Santa Clara School of Law Jerry A. Kasner Estate Planning Symposium" (PDF). kasner.org. Santa Clara School of Law. Retrieved 7 January 2023.; "NAPFA Conference Speaker". napfa.org. National Association of Personal Financial Advisors. Retrieved 7 January 2023.
  9. ^ Hube, Karen. "Yes, NFTs Can Be Taxed, Too". barrons.com. Barron’s. Retrieved 19 Sep 2022.; Hube, Karen. "Filing Your Taxes Is More Complicated This Year. How to Get an Extension". barrons.com. Barron’s. Retrieved 19 Sep 2022.; Hube, Karen. "Moves to Make Now to Cut This Year's Tax Bill". barrons.com. Barron’s. Retrieved 19 Sep 2022.; Munk, Cheryl Winokur. "RMD Deferrals Aren't Retroactive". barrons.com. Barron’s. Retrieved 19 Sep 2022.
  10. ^ Jagoda, Naomi (2022-11-07). "Pascrell Welcomes IRS Estate Tax Item In Guidance Plan". news.bloombergtax.com. Bloomberg Tax. Retrieved 2022-11-07.; Erb, Kelly Phillips. "Tax Professionals to Follow on Social Media in 2022". news.bloombergtax.com. Bloomberg. Retrieved 19 September 2022.; Metcalf, Tom; Smythe, Christie (8 November 2017). "The GOP Tax Plan Could Make Your Divorce More Expensive". Bloomberg. Retrieved 19 September 2022.; Steverman, Ben (26 June 2015). "Now You Can Get Married. Gay or Not, Here's What You Gain—and Lose". Bloomberg. Retrieved 20 September 2022.
  11. ^ Kaplan, Juliana; Kay, Grace. "Patagonia founder's big donation potentially saves him over $1 billion in taxes — and experts say it shows how the wealthy are able to 'entirely opt out of taxes'". businessinsider.com. Business Insider. Retrieved 16 Sep 2022.
  12. ^ Dore, Kate (2022-11-23). "IRS warns taxpayers about new $600 threshold for third-party payment reporting". CNBC. Retrieved 7 January 2023.
  13. ^ Browning, Lynnley (2022-10-04). "The move that protects everyday millionaires from the estate tax hit in 2026". financial-planning.com. FinancialPlanning. Retrieved 2022-10-10.; Browning, Lynnley (10 May 2022). "New Treasury proposal would hammer wealthy investors using clever tax strategies". financial-planning.com. FinancialPlanning. Retrieved 19 Sep 2022.; Browning, Lynnley (3 May 2022). "Battered stocks fuel 'GRAT lifestyle' tax perks for rich investors with trusts". financial-planning.com. FinancialPlanning. Retrieved 19 Sep 2022.; Browning, Lynnley (2 November 2021). "When $200K is taxed like $10 million: Latest tax plan targets less affluent with trusts". financial-planning.com. FinancialPlanning. Retrieved 19 Sep 2022.; Browning, Lynnley (24 August 2021). "More high-income earners suffer 'marriage penalty' under Biden tax plan — but there's a potential fix". financial-planning.com. FinancialPlanning. Retrieved 19 Sep 2022.; Browning, Lynnley (17 August 2021). "Not Peter Thiel? Here's how you can build a mega Roth IRA". financial-planning.com. FinancialPlanning. Retrieved 19 Sep 2022.; Salinger, Tobias (14 November 2017). "Paradise Papers raise privacy concerns for HNW clients". financial-planning.com. FinancialPlanning. Retrieved 19 Sep 2022.; Salinger, Tobias (22 May 2017). "The 4 keys to preserving wealth through generations". financial-planning.com. FinancialPlanning. Retrieved 19 Sep 2022.
  14. ^ Reilly, Peter. "Denial Of $33M Deduction That Yielded $2M To University Of Michigan Upheld On Appeal". Forbes. Retrieved 19 Sep 2022.
  15. ^ Lucero, Kat (29 September 2022). "Wyden Probe Shines Light On Private Placement Insurance". Law360. Retrieved 30 September 2022.; Koklanaris, Maria. "Calif. Gig Worker Law Comes With Tax And Compliance Costs". law360.com. Law360. Retrieved 19 Sep 2022.; Koklanaris, Maria. "Top 5 State & Local Tax Cases Of 2019: Midyear Report". law360.com. Law360. Retrieved 19 Sep 2022.
  16. ^ Herman, Tom. "Being charitable? Be tax-smart, too". marketwatch.com. MarketWatch. Retrieved 19 Sep 2022.
  17. ^ Curry, Jonathan (2022-11-08). "Grantor Trust Guidance Has Only One Likely Outcome, Observers Say". taxnotes.com. Tax Notes. Retrieved 2022-11-08.; Curry, Jonathan. "A Look Ahead: Estate Planners' Victory Dance Could Be Short-Lived". taxnotes.com. Tax Notes. Retrieved 20 September 2022.; Curry, Jonathan. "Democrats' Plans Would Trigger Fundamental Tax Planning Pivot". taxnotes.com. Tax Notes. Retrieved 20 September 2022.; Curry, Jonathan. "W&M Bill 'Strikes at the Heart' of Estate Tax Planning". taxnotes.com. Tax Notes. Retrieved 20 September 2022.; Curry, Jonathan. "Incomplete Gift Trusts Hit IRS's No-Rule List in Foreboding Move". taxnotes.com. Tax Notes. Retrieved 20 September 2022.; Yauch, Eric. "Questions Loom Over Repeal of Alimony Tax Provisions". taxnotes.com. Tax Notes. Retrieved 20 September 2022.
  18. ^ Sullivan, Paul (17 September 2021). "Proposed Tax Changes Focus on the Wealthy". The New York Times. Retrieved 20 Sep 2022.; Sullivan, Paul (10 May 2019). "How Loopholes Help Trump and Other Real Estate Moguls Avoid Taxes". The New York Times. Retrieved 20 Sep 2022.
  19. ^ Manganaro, John (2022-10-10). "IRS' New RMD Guidance Brings Relief to IRA Beneficiaries — for Now". thinkadvisor.com. ThinkAdvisor. Retrieved 2022-10-10.; Berman, Jeff. "Biden's Capital Gains Tax Hike Wouldn't Just Hit the Wealthy, Advisors Say". thinkadvisor.com. ThinkAdvisor. Retrieved 19 Sep 2022.
  20. ^ Herman, Tom (15 December 2013). "Giving to Charity? Watch Out for These Tax Traps". Wall Street Journal. The Wall Street Journal. Retrieved 20 September 2022.; Dale, Arden (2013-09-18). "Make Sure You Know Who Will Inherit Your Twitter Account". wsj.com. The Wall Street Journal. Retrieved 2022-09-20.; Dale, Arden (2013-06-13). "More Estate Plans Account for 'Digital Assets'". wsj.com. The Wall Street Journal. Retrieved 2022-09-20.; Jones, Ashby (2010-07-19). "Why 'Associate' Doesn't Just Mean One Thing Anymore". wsj.com. The Wall Street Journal. Retrieved 2022-09-20.
  21. ^ "Washington, D.C. Delegation". California Lawyers Association. Retrieved 2022-09-19.
  22. ^ "California Tax Lawyer". calawyers.org. California Lawyers Association. Retrieved 7 January 2023.
  23. ^ "California Bar Foundation Building a Better Justice System 2010 Annual Report". changelawyers.org. California Bar Foundation. Retrieved 7 January 2023.
  24. ^ "Constitutional Rights Foundation Annual Report 2008" (PDF). crf-usa.org. Constitutional Rights Foundation. Retrieved 7 January 2023.
  25. ^ "Past Officers". San Francisco Tax Club. sftaxclub.org. 20 March 2022. Retrieved 7 January 2023.
  26. ^ "Evercore Wealth Management Appoints Justin Miller as Partner and National Director of Wealth Planning". Bloomberg. 8 July 2021. Retrieved 20 September 2022.
  27. ^ "Directory Profile". actec.org. Retrieved 2022-08-27.
  28. ^ "Two BNY Mellon Wealth Management Strategists Earn Prestigious Industry Recognition". fundssociety.com. Retrieved 2022-08-27.
  29. ^ "Fellows Directory". americanbarfoundation.org. Retrieved 2022-08-27.
  30. ^ a b "Justin T. Miller, California Fellow, Awarded Albert Nelson Marquis "Lifetime Achievement Award"". americanbarfoundation.org. American Bar Foundation. Retrieved 20 September 2022.
  31. ^ "Justin T. Miller Honored with the 2017 V. Judson Klein Award". calawyers.org. California Lawyers Association. Retrieved 20 September 2022.; "Justin T. Miller, California Fellow, Named 2017 recipient of the V. Judson Klein Award from the State Bar of California Taxation Section". americanbarfoundation.org. American Bar Foundation. Retrieved 20 September 2022.
  32. ^ "Education Foundation Award Recipients". calcpa.org. California Society of CPAs. Retrieved 20 September 2022.
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