- Defining Defined Value Transactions: A Closer Look at McCord and Its Progeny, Palm Beach Tax Institute, Palm Beach, FL(02.20.19)
- Mentorship Matters, University of Houston Bauer MBA Energy Club, 2019 Mentorship Conference(01.26.19)
- A Fine Tasting Opinion – The Art of Reviewing an Appraisal, Ethically Protecting Privileges, and Popping the Cork off of Kovel, Great Plains FTI, Omaha, NE(11.29.18)
- Starting off on the Right Foot While Avoiding Foot Faults – Issues at the Formation of the Family Business, Great Plains FTI, Omaha, NE(11.29.18)
- Planning for the Family Business Owner from a Tax Litigator’s Perspective, Great Plains FTI, Omaha, NE(11.29.18)
- Update on Estate and Gift Tax Litigation, Salt Lake EPC, Salt Lake City, UT(11.15.18)
- University of Texas Bernard O. Dow Leasing Institute: Insurance and Indemnity(11.09.18)
- Opportunity Zones: Maximizing Impact in Your Community, Council of Development Finance Agencies (CDFA), National Development Finance Summit, Dallas, TX(11.07.18)
- Unique Issues, Pitfalls and Potential Nightmares for Individual and Professional Fiduciaries Holding a Closely Held Business, Hawaii Tax Institute, Honolulu, HI(11.05.18)
- Practice Made Perfect: Lessons from the Tax Court Bench, Moderator, ACTEC Fall Meeting, Washington, D.C.(10.26.18)
- Partnership Creation and Defense—Avoiding Audit: Considering, Creating, and Caring for Family Limited Partnerships, as well as Defending Transfer Tax Returns with Closely Held Interests, Wilmington Trust and Estate Symposium, Palm Beach Gardens, FL(10.18.18)
- Recent and Pending Electric Utility Appeals in Texas(10.13.18)
- Can the IRS Have Their Cahill and Eat Yours Too?, 2018 Fall Tax Meeting, Atlanta, GA(10.05.18)
- A Primer on the Use of Experts in Tax Court, 2018 Fall Tax Meeting, Atlanta, GA(10.05.18)
- Retiree Medical Benefits Liabilities After the U.S. Supreme Court’s Decision in M&G Polymers USA, LLC. v. Tackett Regulations (ALI-CLE Employee Benefit Plans of Tax-Exempt and Governmental Employers - HR Issues and Welfare Benefit Plan Update)(09.24.18)
- DOL Final Disability Claim Procedure Regulations - HR Issues and Welfare Benefit Plan Update (ALI-CLE Employee Benefit Plans of Tax-Exempt and Governmental Employers)(09.24.18)
- A Whole Employer Approach to the Opioid Epidemic - HR Issues and Welfare Benefit Plan Update (ALI-CLE Employee Benefit Plans of Tax-Exempt and Governmental Employers) (09.24.18)
- Executive Compensation Limits for Tax-Exempts, Charities and Governmental Employers after the Tax Cuts and Jobs Act (ALI-CLE Employee Benefit Plans of Tax-Exempt and Governmental Employers) (09.24.18)
- Exploring the Breadth of Privileges in the Estate Planning Context, Greenville Estate Planning Council, Greenville, SC(09.20.18)
- Fiduciaries – Pitfalls for Fiduciaries Holding Closely Held Interests, Greenville Estate Planning Council, Greenville, SC(09.20.18)
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