Past Events

• Dianne Mehany Addresses Latest IRS Developments Facing International Taxpayers Webinar
  June 4, 2020
  
• CANCELLED: Megan Wernke Addresses Charitable Deductions at ABA May Tax Meeting
  May 2, 2020
  
• Beth Kaufman Discusses Settlement of Estate and Gift Tax Cases at EPC of Montgomery County Event
  March 12, 2020
  
• Beth Kaufman Discusses Taxation at Harvard Kennedy School
  February 29, 2020
  
• Beth Kaufman Analyzes Estate Planning at D.C. Bar Tax Legislative and Regulatory Update Conference
  January 23, 2020
  
• Beth Kaufman Explores Capital and Wealth Taxation at National Tax Association Annual Conference
  November 21, 2019
  
• Meghan Biss Discusses Tax Exempts Developments at AICPA National Tax Conference
  November 13, 2019
  
• Beth Kaufman and Megan Wernke Explore Recent Developments in Estate Planning at Maryland Advanced Tax Institute
  November 12, 2019
  
• Dianne Mehany Explores U.S. and UK Tax Enforcement at U.S. and UK Tax Planning Conference
  November 7, 2019
  
• Beth Kaufman Explores Value Added Estate Planning at MSBA Estate & Trust Law Section Meeting
  October 17, 2019
  
• Dianne Mehany and Alison Egan Discuss Allocating Distributable Net Income on Strafford Webinar
  October 8, 2019
  
• Dianne Mehany Analyzes Reasonable Cause Defenses to 3520 Penalties at ABA Fall Tax Meeting
  October 5, 2019
  
• Beth Kaufman to Speak on Taxing Wealth Hosted by The Tax Policy Center
  September 24, 2019
  
• Dianne Mehany and Alison Egan Discuss Capital Gains on Strafford Webinar
  September 19, 2019
  
• Beth Kaufman Explores Tax Controversies at ACTEC Mid-Atlantic Regional Meeting
  September 15, 2019
  
• Anne O'Brien Presents at Inaugural Mid-Atlantic Fellows Institute
  September 12, 2019
  
• Megan Wernke Addressess Recent Supreme Court Cases at Representing Estate and Trust Beneficiaries and Fiduciaries Conference
  July 18, 2019
  
• Beth Kaufman and Megan Wernke Address Tax Reform at AiP Conference on Philanthropy
  May 23, 2019
  
• Beth Kaufman Discusses Estate Planning Reflecting the Clients' Values at Queens University of Charlotte Estate Planners Day
  May 16, 2019
  
• Alison Egan Addresses Cross-Border Estate Planning at ABA May Meeting
  May 11, 2019
  
• Dianne Mehany Discusses Foreign Trusts at ABA May Meeting
  May 11, 2019
  
• Beth Kaufman Teaches Generation-Skipping Transfer Tax at Florida Fellows Institute
  April 11, 2019
  
• Alison Egan and Dianne Mehany Examine Multistate Allocation of Trust Distributable Net Income on Strafford Webinar
  February 21, 2019
  
• Megan Wernke Explores Recent Tax Developments at D.C. Bar Series
  November 15, 2018
  
• Beth Kaufman and Megan Wernke Discuss Recent Federal Tax Developments at MACPA 2018 Advanced Tax Institute Conference
  November 13, 2018
  
• Kirsten Burmester Examines Nonresident Tax Compliance at MACPA 2018 Advanced Tax Institute Conference
  November 12, 2018
  
• Beth Kaufman Discusses Late Elections Under Section 9100 at NAEPC Advanced Estate Planning Strategies Conference
  November 8, 2018
  
• Michael Pfeifer Explores Outbound Planning for U.S. Investors at ALI CLE International Trust and Estate Planning Program
  November 2, 2018
  
• Michael Pfeifer Discusses Outbound Planning for U.S. Individuals at ALI CLE International Trust and Estate Planning Program
  November 2, 2018
  
• Dianne Mehany Discusses Avoiding Throwback Tax on Undistributed Net Income on Strafford Webinar
  October 31, 2018
  
• Beth Kaufman Moderates Panel on Washington Insiders at ACTEC 2018 Fall Meeting
  October 26, 2018
  
• Beth Kaufman Addresses Recent Developments in Estate Planning at Duke University Estate Planning Conference
  October 11, 2018
  
• Beth Kaufman Explores Estate Planning Strategies Before 2026 at Duke University Estate Planning Conference
  October 11, 2018
  
• Michael Pfeifer Examines U.S. Tax at International Trusts & Private Client Conference
  October 5, 2018
  
• William Fournier Explores Shared Services on ACC Nonprofit Organizations Call
  September 11, 2018
  
• Kirsten Burmester Discusses Nonresident Tax Compliance on Strafford Webinar
  August 7, 2018
  
• Beth Kaufman Discusses Advising Clients After the 2017 Tax Act at ALI CLE Estate Planning in Depth 2018 Conference
  June 25, 2018
  
• William Fournier Discusses Employee Sharing at TEGE Exempt Organizations Council Program
  June 15, 2018
  
• Michael Pfeifer Co-Chairs Panel at International Academy of Estate and Trust Law Annual Meeting
  May 23, 2018
  
• Dianne Mehany Discusses Expatriation Tax at US/UK Tax Planning Conference
  May 8, 2018
  
• Beth Kaufman Explores Hot Tax Topics at Texas Bar Advanced Estate Planning Strategies Conference
  April 12, 2018
  
• Beth Kaufman Discusses 9100 Relief at Annual ACTEC Meeting
  March 9, 2018
  
• Dianne Mehany Examines Trust Distributions to Foreign Beneficiaries on Strafford Webinar
  February 27, 2018
  
• Victor Jaramillo Discusses U.S. Tax Reform at International Tax Commission of the Mexican Institute of Public Accountants
  February 14, 2018
  
• Victor Jaramillo Examines U.S. Tax Reform at COPARMEX Queretaro
  February 13, 2018
  
• Dianne Mehany Explores International Tax Reform at ABA 2018 Midyear Meeting
  February 8, 2018
  
• Beth Kaufman, Kirsten Burmester, and Megan Wernke Discuss Estate Planning Under New Tax Law on STEP Webinar
  January 31, 2018
  
• Beth Kaufman Confronts the Challenges of Tax Reform at ACTEC ALI-CLE Teleconference
  January 11, 2018
  
• Kirsten Burmester Discusses Avoiding Foreign Trust Throwback Tax at Strafford Webinar
  November 28, 2017
  
• Beth Kaufman and Megan Wernke Examine Estate Planning Issues at Advanced Tax Institute
  November 14, 2017
  
• Michael Pfeifer Explores Expatriation at ALI CLE International Trust and Estate Planning Program
  November 10, 2017
  
• Megan Wernke Explores Basics of Fiduciary Income Taxation at Montgomery County Estate Planning Council
  November 1, 2017
  
• Beth Kaufman Explores Generation-Skipping Transfer Tax at Southern Federal Tax Institute
  October 27, 2017
  
• Beth Kaufman Discusses Ethical Challenges in Trusts and Estates at Duke University Estate Planning Conference
  October 13, 2017
  
• Kirsten Burmester Explores Expatriation Planning for the Global Citizen at AICPA Webinar
  September 28, 2017
  
• Dianne Mehany Discusses U.S. Cross Border Criminal Tax Enforcement at Singapore Conference
  August 16, 2017
  
• Jonathan Brenner to Lecture at University of Melbourne on U.S. Income Taxation
  July 26, 2017
  
• Victor Jaramillo Discusses Developments in Tax Administrations and Their Approach to Tax Controversy Compliance
  June 15, 2017
  
• Mark Matthews and Dianne Mehany to Speak on U.S. Tax Compliance for Americans Living in India
  June 14, 2017
  
• Michael Pfeifer to Speak on Tax and Immigration Planning for HNW Individuals at Bloomberg BNA Conference
  June 12, 2017
  
• Kirsten Burmester to Speak on Mastering Form 5472 Webinar Panel
  May 24, 2017
  
• Dianne Mehany Discusses Pressures on Offshore Jurisdictions at TransTrusts: International Forum
  May 5, 2017
  
• Michael Pfeifer to Speak on Practical and Technical Issues for the Immigrating Client at STEP International Tax and Estate Planning Forum
  May 4, 2017
  
• Beth Kaufman to Speak at Bloomberg BNA Estates, Gifts and Trusts Luncheon
  May 3, 2017
  
• Dianne Mehany Speaks on ABA Panel: The Key to a Strong Economy
  April 27, 2017
  
• Michael Pfeifer to Discuss Wealth Management at Tax Planning Strategies Conference in Barcelona
  April 5, 2017
  
• Beth Kaufman to Speak at 46th Annual Estate Planning Seminar
  January 20, 2017
  
• Dianne Mehany Speaks on Subpart F Tax at ABA Tax Section 2017 Midyear Meeting
  January 19, 2017
  
• Arianna Caldwell to Moderate Panel on Subpart F Tax at ABA Tax Section 2017 Midyear Meeting
  January 19, 2017
  
• Dianne Mehany to Speak on Trust Distributions to Foreign Beneficiaries at Strafford Webinar
  January 5, 2017
  
• Beth Kaufman and William Fournier to Speak at MACPA 2016 Advanced Tax Institute
  November 15, 2016
  
• Michael Pfeifer to Speak on Expatriation at ALI CLE International Trust and Estate Planning Program
  October 28, 2016
  
• Michael Pfeifer to Speak on Foreign Trusts and Foreign Business Interests at ALI CLE International Trust and Estate Planning Program
  October 27, 2016
  
• Beth Kaufman to Speak at 11th Annual Delaware Trust Conference
  October 25, 2016
  
• Beth Kaufman to Speak at ACTEC 2016 Fall Meeting
  October 22, 2016
  
• Beth Kaufman to Speak on Common GST Problems at D.C. Bar Series on Estate Planning
  October 18, 2016
  
• Beth Kaufman to Speak on Charitable Giving at AJC Lunch
  October 6, 2016
  
• Beth Kaufman to Speak on Common GST Problems at Denver Estate Planning Council Breakfast
  September 29, 2016
  
• Beth Kaufman to Speak at ACTEC Mid-Atlantic Regional Meeting
  September 18, 2016
  
• William Fournier to Speak at ABA Business Law Section Annual Meeting
  September 9, 2016
  
• Dianne Mehany to Speak on IRS Form 3520 at Strafford Webinar
  July 14, 2016
  
• Dianne Mehany to Speak on FATCA at AAA-CPA Annual Meeting & Education Conference
  June 23, 2016
  
• Michael Pfeifer to Discuss Expatriation Planning for High-Net-Worth Individuals at Bloomberg BNA Event
  June 13, 2016
  
• Beth Kaufman to Speak on 100th Anniversary of the Federal Estate Tax at American Law Institute Video Webcast
  May 11, 2016
  
• Michael Pfeifer to Speak on Planning for Changes of Residence and Nationality at STEP International Tax and Estate Planning Forum
  May 5, 2016
  
• Beth Kaufman to Speak on Estate Planning at IMCA 2016 Investment Consultants Conference
  February 1, 2016
  
• Michael Pfeifer to Speak at STEP Event
  January 14, 2016
  
• Michael Pfeifer to Speak on Immigration and Tax Compliance at Bloomberg Webinar
  November 12, 2015
  
• Dianne Mehany to Speak at 2015 Aetna International Customer Forum
  November 3, 2015
  
• Beth Kaufman and Megan Wernke to Speak at the 2015 Advanced Tax Institute
  November 3, 2015
  
• Beth Kaufman to Speak on Recent Developments in Federal Case, Regulations, and Delaware Trust Law
  October 26, 2015
  
• Beth Kaufman to Speak at Annual Delaware Trust Conference
  October 26, 2015
  
• Beth Kaufman to Speak on the Future of Estate Planning at B'nai B'rith International
  October 21, 2015
  
• Dianne Mehany to Speak at ABA's 2015 Joint Fall CLE Meeting
  September 18, 2015
  
• Dianne Mehany to Speak at IFA Basel 2015
  September 2, 2015
  
• Michael Pfeifer to Speak on Expatriation
  August 14, 2015
  
• Michael Pfeifer to Speak at ALI CLE International Trust and Estate Planning
  August 13, 2015
  
• Michael Pfeifer to Speak on FATCA and Compliance Issues
  August 13, 2015
  
• Kirsten Burmester to Speak on Mastering Form 3520 Webinar Panel
  July 16, 2015
  
• Beth Kaufman to Speak at Baker Tilly Trust and Estate Conference
  June 24, 2015
  
• Michael Pfeifer to Speak on Pre-Immigration Planning, Expatriation, and Immigration
  June 4, 2015
  
• Michael Pfeifer to Speak at The Inaugural STEP USA Conference
  June 4, 2015
  
• Michael Pfeifer to Speak on Ethics and Tax Compliance Panel
  May 17, 2015
  
• Arielle Borsos to Speak on Taxation of Foreign Athletes
  April 16, 2015
  
• Megan Wernke to Speak on The Changing Landscape of Estate Planning
  April 16, 2015
  
• Michael Pfeifer to Speak on 15th Annual Tax Planning Strategies Panel
  April 15, 2015
  
• Dianne Mehany and Zhanna Ziering to Speak at U.S. Tax Requirements and Compliance Seminar
  March 11, 2015
  
• Beth Kaufman to Speak at ACTEC's 2015 Annual Meeting
  March 8, 2015
  
• Michael Pfeifer to Speak at STEP Mid-Atlantic Branch Lunch
  February 3, 2015
  
• David Rosenbloom and Victor Jaramillo to Speak at the University of Geneva
  February 2, 2015
  
• Dianne Mehany to Speak on Tax Treaties Panel
  January 31, 2015
  
• Beth Kaufman to Present Keynote Speech at 21st Annual Estate Law Institute
  November 20, 2014
  
• Michael Pfeifer to Speak at STEP Global Conference
  November 7, 2014
  
• Beth Kaufman to Present Creative Strategies for Using Lifetime QTIPS
  October 22, 2014
  
• Michael Pfeifer to Speak on Expatriation Provisions
  October 21, 2014
  
• Beth Kaufman to Speak at Estate Planning Council Breafast
  October 21, 2014
  
• Michael Pfeifer to Serve as Planning Chair for International Trust and Estate Planning CLE
  October 20, 2014
  
• Michael Pfeifer to Speak on FATCA and Compliance Issues Panel
  October 20, 2014
  
• William Fournier to Speak on Form 990 and Other IRS Reporting Issues
  October 1, 2014
  
• Beth Kaufman to Speak at ACTEC Mid-Atlantic Meeting
  September 14, 2014
  
• Dianne Mehany to Speak at ABA May Meeting on Inbound Controversies
  May 9, 2014
  
• Dianne Mehany Moderates Panel of Tax Court Judges
  May 9, 2014
  
• Dianne Mehany to Speak on International Tax Enforcement Panel at ABA May Meeting
  May 8, 2014
  
• Michael Pfeifer to Speak at ALI-CLE Seminar
  April 17, 2014
  
• Beth Kaufman to Speak at San Francisco Estate Planning Council
  March 19, 2014
  
• Michael Pfeifer to Speak at Legal Week's Private Client Forum Americas 2014
  February 5, 2014
  
• Dianne Mehany to Speak at ABA Joint Committee on Employee Benefits Webinar
  December 17, 2013
  
• Dianne Mehany to Speak at ALI CLE Program
  December 16, 2013
  
• Beth Kaufman to Speak on ABA Estate and Gift Tax Committee Conference Call
  November 21, 2013
  
• Beth Kaufman to Speak at the Advanced Tax Institute
  November 19, 2013
  
• Michael Pfeifer to Speak at the 22nd International Tax and Trust Summit
  November 19, 2013
  
• Stafford Smiley to Speak at Moscow State Law Academy
  October 25, 2013
  
• Michael Pfeifer to Speak on Record Renunciation of U.S. Citizenships
  October 24, 2013
  
• Stafford Smiley Speaks On Tax Reform at the Russian IFA
  October 23, 2013
  
• Stafford Smiley to Speak at the 2nd Annual Conference of the Moscow State Institute for Law
  October 17, 2013
  
• Michael Pfeifer to Speak at Annual Advanced ALI-CLE Course: International Trust and Estate Planning
  October 11, 2013
  
• Beth Kaufman to Speak at ACTEC Mid-Atlantic Meeting
  October 4, 2013
  
• Michael Pfeifer to Speak at ABA Section of Taxation and Section of Real Property, Trust & Estate Division's 2013 Joint Fall Meeting
  September 20, 2013
  
• Dianne Mehany to Speak at ABA Section of Taxation and Section of Real Property, Trust & Estate Division's 2013 Joint Fall Meeting
  September 20, 2013
  
• Stafford Smiley to Speak at American Chamber of Commerce in Poland
  September 20, 2013
  
• Dianne Mehany to Speak at the 2013 ABA May Meeting
  May 10, 2013
  
• Michael Pfeifer Speaks at TTN Conference New York 2013
  May 6, 2013
  
• Beth Kaufman Speaks at ABA 24th Annual Spring CLE Symposia
  May 3, 2013
  
• Beth Kaufman to Present Webinar on Estate Planning After the American Taxpayer Relief Act
  April 11, 2013
  
• Beth Kaufman to Speak at Webcast for ALAS Members
  April 4, 2013
  
• Beth Kaufman to Speak at Family Office Exchange Program
  January 30, 2013
  
• Beth Kaufman to Speak at ACTEC Seminar
  January 25, 2013
  
• Beth Kaufman to Participate in Q&A Panel at Heckerling Institute
  January 16, 2013
  
• Beth Kaufman to Speak at the 47th Annual Heckerling Institute on Estate Planning
  January 14, 2013
  
• Beth Kaufman to Speak at ACTEC Program
  December 13, 2012
  
• Beth Kaufman to Discuss Estate Planning at Planned Giving Roundtable
  December 12, 2012
  
• Niles Elber, Matthew Hicks, and Michael Pfeifer to Present Program to Mid-Atlantic STEP Members
  December 3, 2012
  
• Beth Kaufman to Speak at D.C. Bar Event on Estate Tax
  November 20, 2012
  
• Michael Pfeifer to Speak at ACTEC's 2012 Fall Meeting Professional Program
  October 20, 2012
  
• Beth Kaufman to Speak at ACTEC's 2012 Fall Meeting Professional Program
  October 19, 2012
  
• Beth Kaufman to Speak at 2012 Delaware Trust Conference
  October 2, 2012
  
• Beth Kaufman to Speak at STEP's Estate & Gift Taxes: Planning for Uncertainty in the Year of the Dragon
  September 27, 2012
  
• Beth Kaufman to Speak at Solomon and Sylvia Bronstein Seminar for Professionals 2012
  September 6, 2012
  
• Michael Pfeifer to Speak at ALI-ABA International Trust and Estate Planning Conference
  August 24, 2012
  
• Mortimer Caplin, Dianne Mehany, Scott Michel, and Cono Namaroto to Speak at the 64th Annual Virginia Conference on Federal Taxation
  June 7, 2012
  
• Michael Pfeifer to Speak at STEP Pacific Rim Conference
  May 3, 2012
  
• Dianne Mehany to Speak on Niche Tax Practices
  May 1, 2012
  
• Michael Pfeifer to Speak at Practising Law Institute's 2012 International Estate & Tax Planning Conference
  April 23, 2012
  
• Michael Pfeifer to Speak at 17th Annual International Wealth Transfer Practice Conference
  March 5, 2012
  
• Estate and Tax Planning for Wealthy Widows and Widowers
  January 27, 2012
  
• The U.S. Expatriation Tax
  January 25, 2012
  
• Michael Pfeifer to Speak at Florida Bar's 30th Annual International Tax Conference
  January 19, 2012
  
• Beth Kaufman to Discuss GST Tax at Heckerling Conference
  January 12, 2012
  
• Beth Kaufman Speaks at the Heckerling Institute on Estate Planning
  January 11, 2012
  
• Beth Kaufman to Discuss Estate Planning Basics at AICPA National Tax Conference
  November 7, 2011
  
• International Bar Association Annual Conference
  October 30, 2011
  
• The Nuts and Bolts of Expatriation – What Is the Process?
  October 18, 2011
  
• Beth Kaufman to Speak on Tax Reporting for 2010 Decedents
  September 21, 2011
  
• Beth Kaufman to Discuss Exemptions at Estate Planning Council Program
  September 20, 2011
  
• Michael Pfeifer to Chair ALI-CLE and ABA Course
  August 19, 2011
  
• Michael Pfeifer to Speak on Expatriation
  August 19, 2011
  
• Michael Pfeifer to Present Opening Remarks for ALI-CLE and ABA Course
  August 18, 2011
  
• Beth Kaufman to Speak at New York Philanthropic Planning Symposium 2011
  May 26, 2011
  
• Beth Kaufman to Discuss Estate Planning at National Tax Association Spring Symposium
  May 19, 2011
  
• Michael Pfeifer to Speak on Income and Transfer Planning Group Panel
  April 29, 2011
  
• Beth Kaufman to Speak at 2011 Spring Symposia
  April 28, 2011
  
• Michael Pfeifer to Speak on International Trust Taxation
  March 25, 2011
  
• Michael Pfeifer to Speak at the 7th Annual International Estate Planning Institute
  March 24, 2011
  
• Beth Kaufman to Discuss Impact of 2010 Tax Act
  January 28, 2011
  
• Dianne Mehany to Moderate Transferee Liability Panel
  January 21, 2011
  
• Beth Kaufman to Participate in Estate Tax Panel
  December 22, 2010
  
• Beth Kaufman to Discuss Estate Planning Hot Topics
  October 15, 2010
  
• Beth Kaufman to Discuss 2010 Estate Planning Opportunities
  September 29, 2010
  
• Dianne Mehany to Moderate Tax Aspects of Disasters
  September 24, 2010
  
• Michael Pfeifer to Speak on Expatriation
  August 20, 2010
  
• Michael Pfeifer to Serve as Planning Chair for ALI-ABA Advanced Course
  August 20, 2010
  
• Michael Pfeifer to Present Opening Remarks and Course Overview for ALI-ABA Advanced Course
  August 19, 2010
  
• 13th Annual Advanced ALI-ABA Course of Study for Counselors to Foreign and U.S. Clients
  August 19, 2010
  
• Beth Kaufman to Discuss Estate Tax Legislative Update
  May 6, 2010
  
• Beth Kaufman to Discuss Upcoming Estate Tax Legislation
  February 22, 2010
  
• Beth Kaufman to Discuss Tax Planning Proposals for a New Era
  January 14, 2010
  
• Beth Kaufman to Participate in Planned Giving Roundtable
  December 8, 2009
  
• School of Law 2009 Procopio International Tax Institute
  October 19, 2009
  
• Beth Kaufman to Discuss Failure to Allocate GST at Duke Conference
  October 15, 2009
  
• Michael Pfeifer to Chair ALI-ABA Course
  October 1, 2009
  
• Dianne Mehany to Speak at ABA's 2009 Fall Joint Meeting
  September 24, 2009
  
• Latest International Tax Developments and News from Washington, D.C.
  September 23, 2009
  
• 21st Annual International Trust & Tax Planning Summit
  September 23, 2009
  
• Dianne Mehany to Speak Chamberlain Hrdlicka 2008 Annual Tax Forum
  December 17, 2008
  
• Dianne Mehany to Speak at ABA's 2008 Joint Fall Meeting
  September 22, 2008
  
• The Current State of Expatriation
  June 3, 2008
  
• Michael Pfeifer to Speak at 19th Annual Spring Symposia
  May 1, 2008
  
• Taxation of Artists and Sportsmen
  October 11, 2007
  
• Michael Pfeifer to Discuss International Trust and Estate Planning
  August 25, 2005