Experience

Talks

  • 'Fundamentals of Public Charity Taxation and Form 990 (F994),' Surgent CPE Webinar - June 18, 2024, presenter

  • 'Complex Assets in Estate Planning,' National Business Institute (NBI) CLE Webinar - May 2024, presenter

  • 'Estate Planning and Probate Administration,' Connecticut Veterans Legal Center - January 17, 2024, co-presenter

  • 'Advanced Estate Planning in 2023,' National Business Institute (NBI) CLE Webinar - January 2023, presenter

  • 'Looking Ahead: The long-term benefits of Charitable Lead Annuity Trusts (CLATs),' Withersworldwide webinar - July 13, 2020, co-presenter

  • ‘Establishing a 501c3 Organization,' National Business Institute (NBI) CLE Webinar - April 22, 2020, co-presenter

  • 'Transfer of Assets to a Public Charity: Private Foundation Termination,' Lorman Education Services - January 14, 2020, co-presenter

  • 'Tax Exempt Organizations: New Rules and Updates,' National Business Institute - October 15, 2019, co-presenter

  • 'International Philanthropy: Overcoming Tax and Legal Obstacles,' Lorman Education Services - May 29, 2019, co-presenter

  • 'Nonprofit Bylaws: Drafting Mistakes Attorneys Can't Afford to Make,' National Business Institute - May 23, 2019, co-presenter

  • 'Nonprofit Board Governance Liability,' National Business Institute - October 29, 2018, co-presenter