Tax Publications

Tax Comments on Proposed Fractions Rule Regulations, American Bar Association (co-authored), March 2018.
Section 336(e) Regulations, PLI Corporate Tax Outlines, (with Donald Bakke) 2014.

IRS rules consent fee paid on contingent payment debt instrument may result in a taxable exchange, EY Global Tax Alert (co-authored), August 2014.

A Whole New Carve-Out World: Section 336(e) Regulations, Tax Management Memorandum (BNA) (with Donald Bakke), April 2014.

Someone Made Off With My Money, Now What?  Tax Issues Affecting Ponzi Scheme Victims, Journal of Taxation of Investments (with David Shechtman and Mark Wilensky), Summer 2009.

Speaking Engagements

Panelist, Where Do we Stand on Qualified Opportunity Funds, ABA Tax Section Fall Meeting, October 2019.

Panelist, Qualified Opportunity Zone Investments After the April 2019 Proposed Regulations, PBI, June 2019.

Panelist, Montgomery County Development Corp. Seminar Series: Qualified Opportunity Zone, March 2019.

Panelist, Qualified Opportunity Zones: What You Need to Know About Investing in the Zone, February 2019.

Panelist, Qualified Opportunity Zones – Reboot, ABA Tax Section Mid-Year Meeting, January 2019.

Panelist, Qualified Opportunity Zones - What Are the Rules?, Pennsylvania Bar Institute, January 2019.

Panelist, Opportunity Zones – What’s All the Buzz About?, 10th Annual High Net Worth and Family Wealth Conference, December 2018.

Presenter, Qualified Opportunity Zones Webinar, Philly Living/Keller Williams, November 14, 2018.

Co-Presenter, What the New Tax Law Means for Lawyers and Law Firms, Philadelphia Bar Association, March 2018.

Panelist, Tax and Accounting Update, Private Equity CFO Association, January 2018

Presenter, Primer on Tax Reform, December 2017.

Co-Presenter, Proposed Section 385 Regulations, August 2016.

Panelist, Volunteering on Nonprofit Board - "Need to Know" before Saying Yes!, Pennsylvania Institute of Certified Public Accountants, January 2016.

Presenter, Section 336(e) Regulations, June 2013.