- Panelist, Unplugged: Defending Exams, AICPA Not-for-Profit Industry Conference, June 9, 2020
- Panelist, View From the IRS and Treasury & What it Means to Your Nonprofit, AICPA Not-for-Profit Industry Conference, June 8, 2020
- Speaker, Legal and Tax Issues when Employees Work Remotely, Georgetown Law, 2020 Nonprofit Governance and Representing and Managing Tax-Exempt Organizations Conference, April 22, 2020
- Speaker, Demystifying the IRS - Where to Go and Who Does What?, Washington Non-Profit Legal and Tax Conference, March 19, 2020
- Speaker, Ethical Challenges for the Nonprofit Organizations Advisor, University of Texas School of Law 37th Annual Nonprofit Organizations Institute, January 24, 2020
- Tax Exempts: What's New?, AICPA National Tax Conference, November 13, 2019
- Speaker, Ethical Issues in Practicing Before the IRS, The University of Texas School of Law CLE, Higher Education Taxation Institute, June 4, 2019
- Speaker, Legal Ethics for EO Counsel, 36th Annual Representing and Managing Tax-Exempt Organizations Conference, Georgetown Law, April 25, 2019
- Speaker, Exempt Organizations Tax Lunch Series: Legislative and Regulatory Update for Tax-Exempt Organizations, D.C. Bar, April 3, 2019
- Speaker, UBIT Issues & Tax Reform, Washington Non-Profit Legal & Tax Conference, March 29, 2019
- Speaker, View of Sector: Government Shutdown and Practical Guidance for EOs Navigating the Post TCJA World, TEGE Exempt Organizations Council, 2019 Exempt Organizations Update, February 22, 2019
- Moderator, Remarks from the Director of Exempt Organizations, TEGE Exempt Organizations Council, 2019 Exempt Organizations Update, February 22, 2019
- Moderator, Update on Developments Under the Tax Cuts and Jobs Act, ABA Section of Taxation, 2019 ABA Midyear Meeting, January 18, 2019
- Panelist, A View of the Sector One Year Later: Revisiting Tax Reform and Other Legislative Developments for Tax-Exempt Organizations, The University of Texas School of Law CLE, Nonprofit Organizations Institute, January 17, 2019
- Speaker, Transaction, Accounting, Payment and Contribution Landmines, National Business Institute, Top Mistakes Nonprofits Make Seminar, October 29, 2018
- Moderator, Straight from the Horse's Mouth: IRS TE/GE Update, AICPA Governmental and Not-for-Profit Training Program Conference, October 16, 2018
- Panelist, IRS/State AG Audit Survival Stories, AICPA Governmental and Not-for-Profit Training Program Conference, October 16, 2018
- Speaker, UBTI Tax Reform, TEGE Exempt Organizations Council Program: TEGE Exempt Organizations Update, June 15, 2018
- Speaker, M&A Issues for Nonprofit Organizations, 501 Forum, May 15, 2018
- Panelist, New Section 512(a)(6): Unrelated Business Taxable Income Silos – Separating the Corn from the Wheat, 2018 ABA Section of Taxation May Meeting, May 11, 2018
- Panelist, Nonprofit M&A: Advanced Issues, ABA Business Law Section Spring Meeting, April 13, 2018
- Speaker, Employment Tax Issues for EOs, 2018 Joint TE/GE Council Meeting - Exempt Organizations (EO) Update, February 23, 2018
Click here for a full list of speaking engagements.
- "Update on Nonprofit Donor Disclosure Requirements: IRS Tries Again,"
with William D. Fournier, Sharon P. Want, Douglas N. Varley, and William M. Klimon, Caplin & Drysdale Client Alert, September 10, 2019
- "Update on Nonprofit Donor Disclosure Requirements,"
with William D. Fournier, Sharon P. Want, Douglas N. Varley, and William M. Klimon, Caplin & Drysdale Client Alert, August 1, 2019
- "Tax Problems Loom in the College Admissions Scandal,"
with Victor A. Jaramillo, Alison F. Egan, and Moshe A. Dlott , Caplin & Drysdale Client Alert, March 18, 2019
- "What You Need to Know About the New Tax on "Excess" Nonprofit Compensation,"
with Sharon P. Want, Caplin & Drysdale Client Alert, January 11, 2019
- "IRS Issues Guidance on Calculating Unrelated Business Income Tax,"
with William D. Fournier, Sharon P. Want, and Douglas N. Varley, Caplin & Drysdale Client Alert, August 23, 2018
- "Mergers, Acquisitions, and Conversions in the Context of Nonprofit Organizations,"
with Sharon P. Want, ABA Business Law Today, August 14, 2018
- "IRS Donor Disclosure Requirements Eliminated for Most Nonprofit Organizations,"
with William D. Fournier, Sharon P. Want, Douglas N. Varley, and William M. Klimon, Caplin & Drysdale Client Alert, July 17, 2018
- "IRS Guidance Removes Obstacle to Restructuring Tax-Exempt Organizations,"
with William M. Klimon, Sharon P. Want, and Douglas N. Varley, Caplin & Drysdale Client Alert, March 8, 2018
- "New IRS Procedures Will Impact Nonprofits,"
with Douglas N. Varley, Sharon P. Want, and William D. Fournier, Caplin & Drysdale Client Alert, January 25, 2018
Click here for a full list of publications.
