Representative Speaking Engagements

Representative Speaking Engagements

The following is a selection of prior speaking engagements I have done over the past few years, arranged by format:

National Speaking Engagements

“Important Developments in the Federal Income Taxation of S Corporations” American Bar Association Taxation Section Mid-Year Meeting (May 2019, Washington D.C.)

State and Local Speaking Engagements

  • “Capitalization and Deductibility of Costs Involved in Maintaining and Equipping Real Estate” State Bar of Wisconsin Annual Meeting and Conference (May 2019, Green Bay, WI)
  • “Tax and Estate Planning Issues for Closely-held Entities” State Bar of Wisconsin Taxation Section 69th Annual Tax School (November 2018, Milwaukee, WI)
  • “Partnership and Operating Agreements Must Change: The Impact of the New IRS Partnership Audit Rules” State Bar of Wisconsin Annual Meeting and Conference (May 2017, Wisconsin Dells, WI)
  • “The Tax Man is Coming – Audits to Partnerships Under the New Rules” State Bar of Wisconsin Taxation Section 67th Annual Tax School (December 2016, Milwaukee, WI)
  • “Properly Classifying Your Workers: Why it Matters and How to Do It” Monona East Side Business Alliance (August 2016, Madison, WI)

Classes and Workshops Taught

  • “What Am I Buying Into? Business Entity Structures and Their Impact on You” WI AIA AMP Program (November 2018, Milwaukee, WI)
  • “Impuestos para pequeñas empresas” WWBIC (February 2017, August 2016, and February 2015, Madison, WI)
  • “Basic Recordkeeping” WWBIC (April 2016, Madison, WI)
  • “Mantenimiento de Registros 101” WWBIC (January 2016 and November 2015, Madison, WI)

Webinar Presentations

  • “Bracing for Impact – Drafting for the New Partnership Audit Rules” State Bar of Wisconsin Taxation Section (originally aired in September 2017)
  • “Cracking the Codes: Basic Tax Concepts for Bankruptcy Attorneys” State Bar of Wisconsin (originally aired in June 2017)

Upcoming Speaking Engagements

  • “Making the Short List – Becoming The Go-To Referral For Contacts In Your Network” eWomen Network (September 2019, Beloit, WI)
  • “Important Developments in the Federal Income Taxation of S Corporations” American Bar Association Taxation Section Fall Meeting (October 2019, San Francisco, CA)
  • “Positioning Your Business for Long-Term Profitability” (November 2019, Madison, WI)