Speaking Engagements

Advising the Individual Taxpayer with Delinquent International Information Returns: Some Key Considerations, American Academy of Attorney-CPAs – Greater Philadelphia/Delaware Valley Chapter, Virtual Presentation, February 16, 2022

Circular 230: The Basics (and More), Society of Financial Service Professionals (Greater Philadelphia Chapter), Wayne, Pennsylvania, May 9, 2019.

Villanova University Graduate Tax Program, Adjunct Professor (live and on-line course instruction), 2016 – Present.

International Tax – Practice & Procedure Update, BDO USA, LLP Internal Webcast, February 19, 2015.

Tax Controversy Update, BDO USA, LLP 2014 Annual Financial, Accounting, Tax Review Update and Forecast Event, McClean, Virginia, December 3, 2014.

IRS Controversy and Procedure – Update, 2014 BDO USA, LLP Tax Leadership Conference, Dallas, Texas, November 17, 2014. 

Remedying Missed Tax Elections, BDO USA, LLP, Internal Webcast, April 22, 2014.

IRS Controversy and Procedure – Update, 2013 BDO USA, LLP Tax Leadership Conference, Phoenix, Arizona, November 18, 2013.

Professional Responsibility and the In-House Tax Professional, Tax Executive Institute –Harrisburg (PA) Chapter, Hershey, Pennsylvania, June 18, 2013.

2013 Tax Practice Ethics Webcast - Professional Responsibility in the Federal Tax Practice, BDO USA, LLP, Internal Webcast, April 10, 2013.

Tax Controversy Update, BDO USA, LLP’s 2013 Annual Financial, Accounting, Tax Review Update and Forecast Event, McLean, Virginia, December 5, 2012.

IRS Controversy and Procedure – Update, 2012 BDO USA, LLP Tax Leadership Conference, Grapevine, Texas, November 13, 2012.

Professional Responsibility and Ethics in the Tax Practice, BDO USA, LLP, Internal Webcast, July 18, 2012.

Professional Responsibility and the In-House Tax Professional, Tax Executive Institute Inc. – New England Chapter, Needham, Massachusetts, April 6, 2012.

IRS Controversy and Procedure – Update, 2011 BDO USA, LLP Tax Leadership Conference, Washington, D.C., November 16, 2011.

Tax Quality Control – Update, 2011 BDO USA, LLP Tax Leadership Conference, Washington, D.C., November 15, 2011.

Tax Risk & Controversy – Current Matters, 2010 Ernst & Young Foundation’s Tax Educators’ Symposium, Washington, D.C., October 22, 2010.

Reporting Uncertain Tax Positions – Schedule UTP and Related IRS Guidance, Wall Street Tax Association, New York, New York, September 30, 2010.

Publications

Co-Author, “Recent IRS Guidance on Electronic Filing of Partnership Schedule K-1,” Tax Management Insights and Commentary: Federal and Foreign Tax Edition, March 2012.

Co-Author, “Loss Transactions: Revisiting Rev. Proc. 2004-66,” Corporate Taxation, January/February 2012.