Insights

Speaking Engagement | 11.20.25

"Balancing Tax Planning, Advocacy & Professional Ethics," TEI Northeast Wisconsin Chapter Meeting

Speaking Engagement | 11.20.25

"IRS Independent Office of Appeals – Trends & Mediation Focus," TEI Northeast Wisconsin Chapter Meeting

Speaking Engagement | 11.20.25

"IRS Large Business & International Division – Strategic Update," TEI Northeast Wisconsin Chapter

Speaking Engagement | 11.19.25

"Ethics," Life Insurance Council of New York (LICONY)

Speaking Engagement | 11.14.25

"Immigration and Tax: Expatriation, Denaturalization, and Enforcement Issues (TPL)," California Lawyer’s Association All-Tax Conference

Speaking Engagement | 11.06.25

"Tax Issues," Novogradac 2025 Fall Renewable Energy Tax Credits Conference

Speaking Engagement | 10.30.25

"A View from the Bench: What a Tax Court Judge Wants Taxpayers to Know," 39th Managing Tax Audits and Appeals Seminar, Washington, D.C.

Speaking Engagement | 10.30.25

"Best Practices: 20 Tips from Transaction through Litigation," 39th Managing Tax Audits and Appeals Seminar, Washington, D.C.

Speaking Engagement | 10.30.25

"IRS LB&I Enforcement Priorities and Resources," 39th Managing Tax Audits and Appeals Seminar, Washington, D.C.

Speaking Engagement | 10.30.25

"Litigation Landscape: Case Law Updates and How Changes at DOJ and IRS Counsel Have Changed the Litigation Calculus for Taxpayers," 39th Managing Tax Audits and Appeals Seminar, Washington, D.C.

Speaking Engagement | 10.30.25

"Update on Independent Office of Appeals: Paths to Resolution," 39th Managing Tax Audits and Appeals Seminar, Washington, D.C.

Speaking Engagement | 10.22.25

"Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Corporate Tax Advisor Should Know," PLI's Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2025

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 | 04.22.25

"The Evolving AI Legal and Policy Landscape: Mid-2025 Update," Crowell & Moring Webinar, 2025.

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 | 03.26.25

"Navigating the Complexities of Employment Law Impacting Geographically-Dispersed Workforces," Crowell & Moring Webinar.

Speaking Engagement | 03.24.25, 1:30 PM EDT

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

Speaking Engagement | 03.18.25, 4:15 PM EDT

"The BBA Partnership Audit Regime: Tricks, Traps, and Unintended Consequences," TEI 2025 Midyear Conference

Speaking Engagement | 03.17.25

"Credit Marketplace Update," TEI 2025 Midyear Conference