Justin Miller (attorney) explained

Justin Miller
Birth Name:Justin T. Miller
Birth Date:12 September 1975
Birth Place:Los Angeles, California
Alma Mater:University of California, Berkeley, New York University School of Law
Occupation:Attorney
Nationality:American
Education:B.A., J.D., LL.M. in Taxation
Awards:Fellow of the American Bar Foundation, Fellow of the American College of Trust and Estate Counsel
Website:evercore.com

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]

Education

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

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

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]

In 2017, Miller received the V. Judson Klein Award from the State Bar of California[30] and was granted the Outstanding Conference Speaker Award from the California Society of Certified Public Accountants.[31]

In 2019, he received the Albert Nelson Marquis Lifetime Achievement Award.[32]

Select bibliography

Notes and References

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

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