Ten Takeaways From The New Partnership Audit Rules, November 2015.
Rethinking the Tax Treatment of Government Assistance to Financial Institutions in Light of Treasury’s 2008 Capital Purchase Program, Journal of Taxation and Regulation of Financial Institution, January 2012. (with Jonathan Prokup)
Transfer Pricing Dispute Resolution, United States, BNA Transfer Pricing Forum Vol 2, No 4, September 2011. (with Jonathan Prokup)
Panelist, Doing Business In a Global Economy, October 2016.
Panelist, Basics of Entity Selection, Tax and IP for Small Businesses, The Welcoming Center for New Pennsylvanians, November 2014.
Panelist, Exit Planning for Growth Companies, The Synergy of Legal and Accounting Strategies, December 2013.
Presenter, What's Next For Offshore Bank Account Holders?, Hot Topics in Federal, State, and Local Taxation, May 2012.
Panelist, Financial Statements 101, An Accounting Primer for Tax Attorneys, ABA Tax Section 2011 Joint Fall CLE Meeting, October 2011.
Panelist, Find a Career in Tax, ABA Tax Section 2010 May Meeting, May 2010.
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.
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?, Philadelphia 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.
Presenter, Section 336(e) Regulations, June 2013.