Insights

Speaking Engagement | 06.30.25

"Asserting, Maintaining and Defending Privileges," NYU Tax Controversy Forum

Speaking Engagement | 06.26.25

"Substantiating And Defending Audits Of IRA Clean Energy Credits," NYU Tax Controversy Forum

Speaking Engagement | 03.27.25

"Not as Easy as it Looks - Choosing the Ethical Path in Tax Matters," IFA USA 53rd Annual Conference

Speaking Engagement | 03.24.25, 1:30 PM EDT

"IRS Enforcement Priorities," PLI Tax Controversy 2025: Navigating the New Enforcement

Speaking Engagement | 03.17.25

"Credit Marketplace Update," TEI 2025 Midyear Conference

Speaking Engagement | 02.19.25

"R&D Credit," 2025 Midyear Tax Meeting, American Bar Association

Speaking Engagement | 11.07.24

“Hot Topics and Technical Tax Issues,” Novogradac 2024 Fall Renewable Energy Tax Credit Conference

Speaking Engagement | 11.01.24

“Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Corporate Tax Advisor Should Know,” Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2024

Speaking Engagement | 10.29.24

“Current Developments in Privilege Claims," TEI 79th Annual Conference

Speaking Engagement | 09.10.24 - 09.12.24

2024 TEI Audits and Appeals Seminar

Speaking Engagement | 05.02.24

"More Data, More Problems? Information Overload for Legal and Tax Practitioners," ABA 2024 May Tax Meeting

Speaking Engagement | 02.13.24

TEI Cincinnati / Columbus Chapter - TEI's IRS Administrative Affairs Meeting

Speaking Engagement | 08.29.23

"COVID-19 Relief Fraud & Enforcement," FBA Summer Tax Summit, St. Louis, MO

Speaking Engagement | 06.09.23

IRA Clean Energy Credits and Anticipated Enforcement," NYU Tax Controversy Forum, New York, NY

Speaking Engagement | 05.05.23

"Will Robots Replace Lawyers? The Ethics of Lawyers Using ChatGPT," American Bar Association, May Meeting, Washington, DC

Speaking Engagement | 02.21.23

"Managing Tax Controversies," Tax Executives Institute Detroit Chapter, Detroit, MI

Speaking Engagement | 03.20.22

"72nd Midyear Conference"

Speaking Engagement | 09.13.19

"Specific Audit Issues: Privileges," Crowell & Moring's Managing Tax Audits and Appeals Seminar 2019, Washington, D.C.

Speaking Engagement | 10.11.18

"Managing Tax Controversies," Tax Executives Institute Philadelphia Chapter, Malvern, PA

Speaking Engagement | 11.06.14

"Avoiding Tax Appeal Blunders," Crowell & Moring's 2014 National SALT Summit, Washington, D.C.