Presentations

• "Pointers for Gift Acceptance Policies and Donor Gift Agreements," Presenter, Southwest Nonprofit Conference (January 2018)
• "Unrelated Business Income and the Impact on Fundraising," Presenter, Southwest Nonprofit Conference (October 2016)
• "Advancing Your Mission: Legal, Ethical, and Public Policy Factors," Presenter, ASU Lodestar Center for Philanthropy & Nonprofit Innovation (April 2015)
• "Public Trust and Influence: Ethical, Legal and Public Policy Issues," Presenter, ASU Lodestar Center for Philanthropy & Nonprofit Innovation (January 2015)
• "Considerations when Navigating the Offshore Voluntary Disclosure Maze," Presenter, 30th Annual AZ Federal Tax Institute Conference (November 2014)
• "Current IRS Disclosure Programs: Voluntary Classification Settlement and 2012 Offshore Voluntary Disclosure Programs," Presenter, State Bar of Arizona, Section of Taxation (August 2012)
• "Revenue Ruling 99-6, a Trap for the Unwary," Presenter, American Bar Association, Tax Section, Partnerships & LLCs Committee (October 2011)
• "Planning Potpourri Mini-Panels: Tax Consequences of Partnership Capital Call Defaults," "Abandonment and Worthlessness of a Partnership Interest," "Structuring and Drafting Tax Distribution Provisions," Presenter, New York University School of Continuing and Professional Studies 68th Institute on Federal Taxation (November 2009)
• "Tax Consequences of the Abandonment/Worthlessness of a Partnership Interest," Presenter, American Bar Association, Tax Section, Real Estate Committee (May 2009)
• "Forfeiture by a Defaulting Partner-Tax Considerations for the Partnership and Performing Partners," Presenter, American Bar Association, Tax Section, Real Estate Committee (May 2009)
• "Hot Topics," Presenter, American Bar Association, Tax Section, Partnerships and LLCs Committee (May 2008)
• "Getting Down to Brass Tax," Presenter, State Bar of Arizona Convention, Tax Section (June 2007)
• "Limited Liability Companies," Presenter, National Business Institute (September 2006)
• "Getting the Benefit of Your Preference," Presenter, American Bar Association, Tax Section, Partnerships and LLCs Committee (February 2006)

Publications

• "Joint ventures with charitable hospitals: 3 considerations for hospital leaders," Quoted, Becker's Hospital Review (October 14, 2015)
• "Joint Ventures with Charitable Hospitals," Quoted, Healthcare Transaction Advisors (October 14, 2015)
• "New Requirement to File BE-10: Benchmark Survey of U.S. Direct Investment Abroad," Co-Author, Snell & Wilmer Legal Alert (June 2, 2015)
• "IRS Announces Offshore Voluntary Disclosure Modifications and Revised Streamlined Procedures," Co-Author, Snell & Wilmer Legal Alert (June 24, 2014)
• "Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances," Co-Author, Course Handbook for Practicing Law Institute (2006-2015)
• "Chew On This - Does it Matter How Long a Capital Asset is Held As a Capital Asset?" Co-Author, Real Estate Taxation, WG&L (4th Quarter 2011)
• "Economic, Tax, and Drafting Considerations for Preferred Partnerships," Co-Author, Real Estate Taxation, Volume 34/Issue 1 (2006)
• "Partner Deductions Against Qualified Production Activities Income Earned by the Partnership," Author, Tax News, a publication of the Tax Section of the State Bar of Arizona (Vol. 10, #2, May 2005)