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Haleh Naimi has lectured on tax planning and controversy matters before thousands of attorneys, certified public accountants and enrolled agents throughout the nation. She is a graduate of New York University’s prestigious masters of law program in taxation; an active member of the Bankruptcy Workouts Task Force of the American Bar Association; a former Vice Chair of the Executive Committee of the California State Bar Taxation Section; and has presented multiple tax policy proposals to decision makers at the Treasury Department, Office of Chief Counsel at the IRS, House Ways and Means Committee, Joint Committee on Taxation and Senate Finance Committee in Washington D.C. as well as decisions makers at the Franchise Tax Board in Sacramento.

If you are interested in having Haleh Naimi speak at an event, please contact us.

Eli Financial Webinar
Tax Issues for Real Estate Investors
March 31, 2017 at 10:00 a.m. (PT)

Online Compliance Panel Webinar
Cancelling Penalties & Interest
April 19, 2017 at 10:00 a.m. (PT)

Clear Law Institute
Audit & Enforcement Priorities 2017
May 16, 2017 at 12:00 p.m. (PT)

Eli Financial Webinar
Update on Section 1031 Exchanges
May 18, 2017 at 10:00 a.m. (PT)

Clear Law Institute - Webinar
Cancelling Penalties & Interst
June 19, 2017 at 10:00 a.m. (PT)

Clear Law Institute – Webinar
Update on Section 1031 Exchanges
July 21, 2017 at 10:00 a.m. (PT)


Prior Presentations

Eli Financial Webinar
Audit Priorities for the IRS – 2017
February 28, 2017 at 10:00 a.m. (PT)

Eli Financial Webinar
Form 1099 Reporting Requirements and Updates.
November 2016

Eli Financial Webinar
New Partnership Audit Rules and Its Implications.
October 2016

NBI Webinar
Estate Planning: Income vs. Transfer Taxes
October 2016

Eli Financial Webinar
Cancelling Penalties and Interest
September 2016

California State Bar Taxation Section Webinar
Moderator, IRS and FTB Priority Plan for Audits and Enforcement in 2016-2017
August 2016

CalCPA, Pasadena Discussion Group
Collection Defense Strategies For Businesses and Individuals
July 2016

Eli Financial Webinar
Collection Defense Strategies – Tax Debt Resolution
June 2016

CalCPA, LAX/South Bay Discussion Group
Collection Defense Strategies – Bankruptcy Tax Issues
April 2016

Beverly Hills Bar Association
Co-Panelist, Tax Aspects in Bankruptcy
February 2016

California State Bar Taxation Section, Webinar
What Every Real Estate Professional Should Know About the Proposed 752 Regulations
April 2015

American Bar Association, Taxation Section Midyear Meeting
Co-Panelist, The Unanswered Questions of Section 108, Taxation Section Midyear
Meeting, January 2015

Income Tax Seminar University San Diego School of Law
Bankruptcy Taxation Issues Including Discharging of Taxes
June 2015

Income Tax Seminar Whittier Law School
Bankruptcy Taxation Issues Including Discharging of Taxes
June 2015

Annual Meeting of the California State Bar
Co-Panelist, Overview of Tax Issues That Arise in Bankruptcy
October 2015

Annual Meeting and Tax Policy Conference of the California State Bar Tax Section
Co-Panelist, Choice of Venue for Tax Litigation
November 2014

Annual Meeting of the California State Bar
Co-Panelist, Innocent Spouse and Equitable Relief
September 2014

California State Bar Taxation Section, Webinar
Moderator, Discharging Taxes in Bankruptcy
August 2014

California State Bar, Corporate and Pass-Through Entities Meeting
Moderator, Codification of the Economic Substance Doctrine and California
Counterparts February 2012

California State Bar, Corporate and Pass-Through Entities Meeting
Moderator, Legislative Update From The House Ways and Means Committee
April 2012

Annual Meeting of the California State Bar
Co-Panelist, Tax Considerations for Troubled Companies
October 2012