May 9-11th: American Bar Association Tax Section, Washington, DC
June 6-7th: Connecticut High Net Worth Conference, Fairfield, CT
June 10-12th : AICPA National Conference, Las Vegas, NV
June 16-18th: Scaling New Heights, Salt Lake City, NV
June 21st: NYU Tax Controversy Forum, New York, NY
July 22-25th: NATP National Conference, Chicago, IL
November 21-22nd : New England IRS Representation Conference, Mohegan Sun, CT
December 11-13th : American Bar Association Tax Fraud Institute, Las Vegas, NV
Past Lectures
- Latino Tax Association, National Conference, July 31, 2019 – Payroll Tax Train Wreck
- National Association of Tax Professionals, National Conference, July 22, 2019 – Payroll Tax Train Wreck
- National Association of Tax Professionals, National Conference, July 22, 2019 – Circular 230 & Reverse Circular 230
- Scaling New Heights, June 16-18th, 2019 – IRS Representation Track
- AICPA National Conference, June 12, 2019 – Dealing with IRS Representation
- AICPA National Conference, June 12, 2019 – Marriage & Divorce After the 2017 Tax Act
- AICPA National Conference, June 11, 2019 – Due Diligence Requirements
- AICPA National Conference, June 10, 2019 – IRS Enforcement Workshop
- CCH, a Wolters Kluwer Business National Webinar, December 7, 2018 – Eggshell Audits: Handling an Exam When There are Firm Indications of Fraud
- New England IRS Representation Conference, November 29, 2018 – Everything You Wanted To Know About Tax Liens
- New England IRS Representation Conference, November 30, 2018 – An Interview with Director of IRS Collection: IRS Collection & Enforcement Update
- New England IRS Representation Conference, November 30, 2018 – Breaking Up is Hard to Do: Tax Issues in Divorce
- New England IRS Representation Conference, November 30, 2018 – Tax Preparer Investigations and Penalties
- CCH, a Wolters Kluwer Business National Webinar, November 7, 2018 – Audits of Cash Businesses
- CCH, a Wolters Kluwer Business National Webinar, October 26, 2018 – The Tax Man Cometh: Criminal Tax Investigations
- CCH Users Conference, October 22, 2018 – Resolving Your Client’s Tax Debt
- CCH, a Wolters Kluwer Business National Webinar, October 10, 2018 – Criminal Tax for Accountants
- CCH, a Wolters Kluwer Business National Webinar, September 21, 2018 – Advanced IRS Exams
- CCH, a Wolters Kluwer Business National Webinar, September 2, 2018 – Representing the Innocent Spouse
- National Association of Tax Professionals, National Conference, August 6, 2018 – Resolving Your Client’s Tax Debt
- National Association of Tax Professionals, August 7, 2018 – Criminal Tax Investigations
- CCH, a Wolters Kluwer Business National Webinar, August 2, 2018 – IRS Collection Enforcement: Tax Liens and Tax Levies
- CCH, a Wolters Kluwer Business National Webinar, July 25, 2018 – Resolving Your Client’s Tax Debt
- CCH, a Wolters Kluwer Business National Webinar, July 12, 2018 – Dealing with the IRS Collection Division
- NYU Tax Controversy Forum, June 21, 2018 – What’s New in IRS Collection Enforcement?
- AICPA National Conference, June 14, 2018 – IRS Enforcement Update
- AICPA National Conference, June 13, 2018 – Offers-in-Compromise: Everything You Ever Wanted To Know!
- Quinnipiac University Law Center, May 17, 2018 – Criminal Tax Investigations: When IRS Special Agents Come Knocking
- American Bar Association Tax Section, May 12, 2018 – An Update on IRS Investigations
- National Association of Tax Professionals, May 3, 2018 – Installment Agreements
- National Association of Tax Professionals, May 2, 2018 – Resolving Federal Tax Debts
- National Association of Tax Professionals, May 1, 2018 – Representing the Innocent Spouse
- New England IRS Representation Conference, November 17, 2017 – Waking Up The Dead: Opening Those Tax Assessments Your Client Thought Were Closed
- NYU Tax Controversy Forum, June 16, 2017 – Waking Up The Dead: Opening Those Tax Assessments Your Client Thought Were Closed
- AICPA National Conference, June 13, 2017 – IRS Enforcement Update
- AICPA National Conference, June 12, 2017 – Tax Procedure, Penalties & Deadlines
- Quinnipiac Law School, May 18, 2017 – The Criminal Tax Case: A Tale of Greed & Stupidity
- American Bar Association Tax Section, January 21, 2017 – IRS Civil Enforcement Update
- American Bar Association Tax Section, January 20, 2017 – Resolving an Outstanding Tax Debt
- American Bar Association Tax Section, January 20, 2017 – Buying & Selling the Tax Embroiled Business
- Quinnipiac Law School, January 13, 2017 – Audits of Cash Businesses
- American Bar Association Tax Fraud & Tax Controversy Institute, December 8, 2016 – Dealing with the IRS Collection Division
- New England IRS Representation Conference, November 18, 2016 – The Criminal Investigation and Prosecution of Tax Preparers
- New England IRS Representation Conference, November 18, 2016 – An Interview with the Principal Deputy of the Department of Justice Tax Division: DOJ Update and Enforcement Priorities
- New England IRS Representation Conference, November 18, 2016 – Dealing with Non-Filers
- New England IRS Representation Conference, November 17, 2016 – How “Innocent” Does the Innocent Spouse Have to Be?
- American Bar Association Tax Section, September 30, 2016 – Tax Liens and the Transfer of Assets: the Monkey-Wrench in Probate and the Business Succession Plan
- New York University Tax Controversy Forum, June 24, 2016 – An Interview with the Director of IRS Collection
- American Bar Association Tax Section, May 7, 2016 – Dealing with the IRS Collection Division: an Update on 2016 Enforcement Priorities
- CCH, a Wolters Kluwer Business National Webinar, December 15, 2015 – Defending Practitioners Against Preparer Penalties
- American Bar Association Tax Fraud & Tax Controversy Institute, December 10, 2015 – When the Past is not the Past: Cleaning Up Our Client’s Past Misdeeds
- CCH, a Wolters Kluwer Business National Webinar, December 3, 2015 – But He’s Not My Employee: Worker Classification Issues for Businesses
- New England IRS Representation Conference, November 20, 2015 – IRS Examinations of Cash Businesses
- CCH, a Wolters Kluwer Business National Webinar, November 12, 2015 – Circular 230 & Reverse Circular 230: Ethical Obligations of all Tax Professionals and What to do When the IRS Violates Our Client’s Rights
- CCH, a Wolters Kluwer Business National Webinar, August 13, 2015 – IRS Examinations of Cash Based Businesses
- CCH, a Wolters Kluwer Business National Webinar, July 14, 2015 – Building Your Client’s Case for Penalty Abatement from the IRS
- NYU Tax Controversy Forum, June 5, 2015 – Filing Sensitive Tax and Information Returns: Legal Issues and Strategic Considerations
- CCH, a Wolters Kluwer Business National Webinar, June 3, 2015 – Foreign Bank Account Enforcement by the IRS
- American Bar Association, May 8, 2015 – Buy-Sell Agreements for Closely Held Businesses
- American Bar Association, May 8, 2015 – Defending Clients from the Trust Fund Recovery Penalty
- CCH, a Wolters Kluwer Business National Webinar, May 4, 2015 – IRS Examinations: From Initial IRS Letter to US Tax Court Decision
- CCH, a Wolters Kluwer Business National Webinar, April 21, 2015 – Defending the Innocent Spouse & Injured Spouse
- American Bar Association, January 30, 2015 – Closely Held Businesses & Tax Debts: An Update on IRS Collection Procedures and Opportunities for Resolving Outstanding Tax Debts
- American Bar Association, January 30, 2015 – Payroll Taxes: The Good, The Bad and the Criminal
- The New England IRS Representation Conference, Foxwoods Hotel & Casino, November 21, 2014: Handling an IRS exam When There are Indications of Fraud
- CCH 2014 Users Conference, October 26-29, 2013 – Offers-in-Compromise: From Initial Call to Offer Acceptance
- American Society of Tax Problem Solvers, October 25, 2014 – IRS Bank Secrecy Act Enforcement
- American Society of Tax Problem Solvers, October 25, 2014 – Payroll Tax Train Wreck: A Case Study
- NBI, October 20, 2014, Estate Planning for Same-Sex Couples
- National Association of Tax Professionals Webinar, October 8/9, 2014 – Making Your Client More Appealing: Preparing Your Taxpayer’s Case for Appeals
- CCH, a Wolters Kluwer Business National Webinar, September 11, 2014 – IRS Tax Liens & Levies
- CCH, a Wolters Kluwer Business National Webinar, May 13, 2014– Dealing with the IRS Collection Division
- American Bar Association, May 9, 2014, Implementing a Bank Secrecy Act Program
- American Bar Association National Webinar, April 23, 2014, Civil & Criminal Tax Aspects of the Bank Secrecy Act
- American Bar Association, January 24, 2014 – Collection issues Surrounding the Bank Secrecy Act Under Title 26 and Title 31
- American Bar Association, January 24, 2014 – The Civil Aspects of the Bank Secrecy Act and its Impact on Closely Held Businesses
- American Society of Tax Problem Solvers, Scheduled for December 4, 2013 – It Aint Over ‘Til It’s Over – Challenging an Assessed Tax
- CCH, a Wolters Kluwer Business National Webinar, November 6, 2013 – Representing Taxpayers in IRS Exams and at Appeals
- CCH, a Wolters Kluwer Business National Webinar, September 17, 2013 – Resolving Outstanding Tax Debts
- National Association of Enrolled Agents, National Tax Practice Institute, August 6, 2013 – Advanced Criminal Tax Issues
- American Society of Tax Problem Solvers, May 17, 2013 – Hobby Losses: Exam through Litigation
- CCH, a Wolters Kluwer Business National Webinar, March 6, 2013 – COD & Bankruptcy Tax Issues
- American Bar Association, January 25, 2013 – Tales From the Crypt: Dealing with a Decedent’s Tax Fraud
- American Bar Association, January 25, 2013 – IRS Collection & Bankruptcy Alternatives
- CCH 2012 Users Conference, November 4-7th, 2012, Dealing with the IRS Collection Division
- Connecticut Society of CPAs, August 24, 2012 and September 19, 2012 – Eggshell Audits: Handling IRS Examinations of Closely Held Businesses When There are Criminal Tax Issues
- National Association of Enrolled Agents, National Tax Practice Institute, August 6, 2012 – Civil & Criminal Tax Representation: Everything You’ve Missed in the Last 12 Months!
- Connecticut Bar Association, June 11, 2012 – Tax 101 for the General Practitioner: A Tax Guide to Everyday Transactions
- American Bar Association,February 17, 2012 – When Estate Planning Goes Awry
- American Bar Association, October 21, 2011 – Use of Additional Federal Gift & Estate Tax Exemption in Business Succession Planning
- American Bar Association, May 7, 2011 – Payroll Taxes and the Trust Fund Recovery Penalty: From Assessment Through Litigation
- Connecticut Bar Association, March 30, 2011 – Tax Issues in a Declining Economy
- American Bar Association, January 21, 2011 – IRS Lien Basics: A review of the Federal Tax Lien and its Impact on IRS Collection
- American Bar Association, January 21, 2011 – Giving Away the Store: A Primer on Business Succession Planning and Post-Mortem Financing of Tax Liabilities of Estates Holding Closely Held Business Interests.
- Connecticut State Society of Certified Fraud Examiners, January 11, 2011 – Federal and Connecticut Criminal Tax Update
- Connecticut Society of Certified Public Accountants, November 2010 – Resolution of Sales Tax Issues in Connecticut
- American Bar Association, September, 2010 – Practical Issues in Shutting Down a Closely Held Business
- Connecticut Bar Association, June, 2010 – Tax Considerations in the Purchase & Sale of a Business
- Connecticut Bar Association, December 2009 – Tax Considerations in Choice of Entity
- American Bar Association Tax Section Conference in San Francisco, CA, September 2005 – The Gift and Estate Tax Implications in the Breakup of a Family Business