- “States Taxes – Handling Disputes” Council on State Taxation (“COST”) Forum on U.S. State & Local Taxes for Canadian Companies (Toronto ON, June 2018)
- “Tax Ethics” Tax Executive’s Institute (“TEI”) Annual Westchester-Fairfield Tax Day Meeting (Stamford CT, May 2017)
- “The Leading Edge of State Tax Controversy: Dominant Cases and Issues from Around the Country” TEI New Jersey Chapter (Randolph NJ, February 2016)
- “The State of Privilege” TEI Annual Conference (Philadelphia PA, October 2016)
- “The Leading Edge of State Tax Controversy” Stamford Tax Association (Stamford CT, May 2016)
- “State Tax Audit Issues” COST & Canada CPA Society, Forum on U.S. State & Local Taxes for Canadian Companies (Toronto ON, June 2015)
- “Sales Tax Treatment of Cloud Computing, Digital Products and Related Services” North Eastern State Tax Officials Organization (“NESTOA”) (Mystic CT, September 2015)
- “How Wynne Affects Personal Income Tax Filings” New York City Bar Association (New York NY, September 2015)
- “The Leading Edge of State Tax Controversy: Apportionment and Due Process” TEI NJ Chapter (Randolph NJ, November 2014)
- “The Devil’s in the Details: Calculating Apportionment Factors” TEI Annual Conference (Houston TX, November 2014)
- “NYS Residency Audits” NESTOA (New Brunswick NJ, September 2014)
- “Ethics” TEI Annual Westchester-Fairfield Tax Day Meeting (Stamford CT, May 2014)
- “Nexus: The Current Landscape from a Personal Jurisdiction Perspective” TEI New York Chapter 50th Annual Tax Symposium (New York NY, December 2013)
- “Tax Practitioner’s Discussion Forum” NESTOA (Philadelphia PA, September 2013)
- “‘Slicing a Shadow’ New Developments in Apportionment of Interstate Income” Institute for Professionals in Taxation (“IPT”) Annual Conference (Orlando FL, June 2013)
- “Great Issues in State Taxation . . . From Amazon into ‘the Cloud’ – Cutting Edge State Tax Issues Impacting Taxpayers Around The Country . . .” TEI NJ Chapter (Randolph NJ, November 2011)
- “Great Issues in State Taxation” Dentons General Counsel Forum (Washington DC, September 2011)
- “The Art of Privilege: The Harmonic Co-existence of Financial and Tax Reporting Transparency and Privilege” District of Columbia Bar Tax Section (Washington DC, September 2010)
- “Great Issues in State Taxation . . . View from the Front” NJ Chapter (Randolph NJ, May 2010)
- “Jurisdictional Disconnect – International Tax Issues & their Impact on State Taxation” NESTOA (Newport RI, September 2008)
- “Taxation & Regulatory Issues in Communications” TeleSpan Annual Conference (Las Vegas NV, April 2008)
- “The Application of Privilege” Tax Executives Institute, 2007 Annual Conference (Appleton WI, November 2007)
- “Protecting Confidentiality of Attorney Work Product and Attorney/ Client Communications” COST (Phoenix AZ, October 2007)
- “The Art of Privilege” Georgetown University Law Center: State and Local Tax Institute (Washington DC, May 2007)
- “Tax Roundtable” Bureau of National Affairs (Washington DC, April 2007)
- “State Tax Update” New York State and City Tax Institute (New York NY, March 2007)
- “Taxation & Regulatory Issues in Communications” TeleSpan Annual Conference (Las Vegas NV, March 2007)
- “Federal Excise Tax: The Debate Over Time and Distance” Tax Executives Institute NY Chapter (New York NY, January 2007
- “Taxation & Regulatory Issues in Communications” TeleSpan Annual Conference (Las Vegas NV, March 2006)
- “Panelist: State Taxes” National Tax Association Annual Meeting (Miami FL, November 2005)
- “New Focus on Transaction Taxes and Property Tax” Broadband Tax Institute (Sarasota FL, November 2005)
- “Ethics in Auditing” NESTOA (New York NY, September 2005)
- “State Litigation Roundup” United States Communications’ Association (Denver CO, May 2005)
- “Federal Excise Tax: The Debate over Time & Distance” Telestrategies (Washington DC, June 2005)
- “Sarbanes Impacts Conflicts and Disclosures” TEI Annual Conference (New Orleans LA, October 2004)
- “Sarbanes Impacts” Broadband Tax Institute (Kohler WI, September 2004)
- “The Meaning of Nexus” Multistate Tax Commission Annual Meeting (Mystic CT, July 2004)
- “Tax, Financial and Regulatory Issues Around New Technologies” The Conference Board Council of Tax Executives (Chicago IL, June 2004)
- “The Significant Risks and Opportunities of Sarbanes-Oxley” Tax Connect Network (Washington DC, May 2004)
- “Sarbanes-Oxley Implications for SALT” DC Bar State & Local Tax Committee (Washington DC, April 2004)
- “The Significant Risks and Opportunities of Sarbanes Oxley” Stamford Tax Association (Stamford CT, October 2003)
- “Sarbanes-Oxley and What the CFO Must Know About Corporate Taxation” Financial Executives’ Summit (Orlando, FL, May 2003)
- “The Challenge of Partnering With Government” IPT Annual Meeting State Finance & Budget Issues (Fort Lauderdale FL, September 2003)
- “The Significant Risks & Opportunities of Sarbanes -Oxley” Corporate Counsel Association Westchester/Fairfield Chapter Chief Legal Officers Conference (Greenwich CT, April 2003)
