BALTIMORE, MD– Zarren Law Group, LLC (ZLG), a boutique business transactional law firm, is thrilled to announce that David Rosen of RS&F was recognized on January 9, 2023 at the Heckerling conference in Orlando, Florida as the 2023 Tax Author of the Year by Bloomberg Tax for his Bloomberg Tax Family Offices Portfolio (T.M. 880-1st, Family Offices). ZLG Partner, Jason Harmon, authored the securities chapter of the Portfolio.

Bloomberg announced at the reception that the Portfolio is the most comprehensive work on family offices in the United States.

“We are honored to have been asked to contribute to this important work and are excited for David and the others recognized at last night’s dinner. The Portfolio provides a wealth of information that will be invaluable to family office advisors and executives. We are excited that it has already become the go-to resource for anyone seeking to understand the complex legal and tax issues facing family offices. I am proud to have been a part of this project and thank David once again for selecting me to partner with him,” said Jason Harmon.

“It is a tremendous honor to be recognized as Bloomberg Tax’s Estates, Gifts and Trusts Tax Portfolio Author of the Year,” said David Rosen. “This award is regularly given to the true titans in the tax world, and it is a true compliment to be considered the peer of those that I have long admired. This recognition motivates me to continue sharing my knowledge and expertise with other industry leaders to help them navigate complex topics and maximize impact for their clients. Thank you, Jason, for your very valuable contributions!”

The Portfolio addresses the full range of tax, securities, estate planning, and other issues affecting family offices, the investments held by them, and the family members behind family offices. It is a must-have for any family office or advisor who wants to stay up to date on the latest developments in this rapidly evolving field.

“I was thrilled for David and his well-deserved recognition. The Award is a major accomplishment for David and RS&F, ZLG, and others involved. We are grateful to David for his vision and leadership in bringing this project to fruition and inviting Jason and ZLG to bring our knowledge to be a part of it. It’s even more exciting to bring the advice to life with our family office clients,” said Adam Zarren, Managing Partner of ZLG.

About Zarren Law Group, LLC (ZLG): ZLG is a boutique business transactional law firm primarily comprising former “big firm” attorneys who are dedicated to delivering exceptional results by employing a results-oriented, value-driven approach to resolve clients’ intricate legal and business challenges. ZLG is known for its innovative legal solutions and a pragmatic approach, earning accolades from clients and strategic partners who appreciate ZLG’s ability to address the legal, technical, financial, and market intricacies of complex transactions.ZLG’s core areas of focus encompass corporate law, business law, mergers and acquisitions, private placements, financings/loan transactions, intellectual property, tax, real estate, and various other business transactional matters. For more details, please visit www.zarrenlawgroup.com.