Speaking Engagements

Coming Soon!

Presentation: “Fundamentals of Fundraising for Georgia Nonprofit 501(c)(3)s“
Event/Sponsor:  Atlanta Bar Association’s Pro Bono Frenzy
Date: March 2024
Location:  Virtual

Presentation: 2023 Georgia Department of Revenue/Tax Bar Liaison Meeting
Event/Sponsor:  State Bar of Georgia Tax Section and Atlanta Bar Association Tax Section
Date: December 5, 2023
Location:  Georgia Department of Revenue, Atlanta, GA

Presentation: “State and Local Tax Update”
Event/Sponsor:  Georgia Tax Forum (sponsored by Georgia Society of CPAs)
Date: November 1, 2023
Location:  Atlanta, GA

Presentation: “Wayfair Five Years Out: Legal and Practical Issues” (Co-Moderator)
Event/Sponsor:  National Association of State Bar Tax Sections (NASBTS) 44th Annual Conference
Date: September 30, 2023
Location:  Washington, D.C.

Presentation: “Changing Legal Residency and Georgia Income Tax Obligations of Nonresidents”
Event/Sponsor:  Southeastern Accounting Show (sponsored by Georgia Society of CPAs)
Date: August 23, 2023
Location:  Atlanta, GA

Presentation: “Sales and Use Tax Update”
Event/Sponsor: Georgia Society of CPAs (GSCPAs) Decision Makers Conference
Date: April 20, 2023
Location:  Atlanta, GA

Presentation: “An Attorney and a CPA Walk into a PTE (Pass Through Entity) Conversation”
Event/Sponsor:  Georgia Society of CPAs (presented with Art Auerbach, CPA)
Date: January 13, 2023
Location:  Atlanta, GA

Presentation: “State and Local Tax Developments”
Event/Sponsor: Georgia Tax Forum (sponsored by Georgia Society of CPAs)
Date: November 2, 2022
Location: Atlanta, GA

Presentation: “State and Local Tax Developments”
Event/Sponsor: Southeastern Accounting Show (sponsored by Georgia Society of CPAs)
Date: September 22, 2022
Location: Atlanta, GA

Presentation: “State and Local Tax Considerations in Implementing Remote Worker Policies”
Event: Georgia Federal Tax Conference
Date: June 16, 2022
Location: Atlanta, GA

Presentation: “Hot Topics in Georgia and Multistate Taxation”
Event: Atlanta Tax Forum
Date: May 2, 2022
Location: Webcast

Presentation: “Providing Pro Bono Services to Nonprofits 201: Learn from the Experts” (Panelist)
Event: Atlanta Bar Association’s Annual Pro Bono March Madness
Date: March 17, 2022

Presentation: “Sales Tax Obligations Tied to Nonprofit Organization Fundraising Activities”
Event: Nonprofit Law Section of the State Bar of Georgia – Continuing Legal Education
Date: March 10, 2022
Location: Webcast

Event: Georgia Department of Revenue/Tax Bar Liaison Meeting
Date: December 7, 2021
Location: Webcast

Presentation: “Conservation Easements – Navigating the Landscape in 2021” (Moderator)
Event: National Association of State Bar Tax Sections (NASBTS) 42nd Annual Meeting
Date: October 21, 2021
Location: Nashville, TN

Presentation: “Galas & Tournaments & Festivals, Oh My! Part III: Festivals, Carnivals and ‘Taste Of’ Events”
Event: Pro Bono Partnership of Atlanta Webcast
Date: January 7, 2021
Location: Webcast at PBPA Offices, Atlanta, GA

Presentation: “Georgia Department of Revenue/Tax Bar Liaison Committee Meeting”
Event: Georgia Department of Revenue/Tax Bar Liaison Committee Meeting
Date: December 15, 2020
Location: Webcast

Presentation: “What is the Latest on Nonprofit Fundraising and Sales Tax?”
Event: Pro Bono Partnership of Atlanta Webcast
Date: November 18, 2020
Location: Webcast at PBPA Offices, Atlanta, GA
Link to Event

Presentation: “State and Local Tax Law Developments”
Event: Georgia Tax Forum
Date: November 5, 2020
Location:  Live Stream, Georgia Society of CPAs

Presentation: “Georgia Department of Revenue/ Tax Bar Liasion Committee Meeting“
Event: Georgia Department of Revenue/Tax Bar Liasion Committee Meeting
Date: December 11, 2019
Location: Atlanta, Georgia

Presentation: “State and Local Tax Law Developments“
Event: Georgia Society of CPAs Georgia Tax Forum
Date: November 7, 2019 (Atlanta, GA); December 5, 2019 (Savannah, GA)
Location: Atlanta, Georgia; Savannah, GA

Presentation: “State and Local Tax Trending Topics“
Event: Georgia Society of CPAs Southerneastern Accounting Show
Date: August 29, 2019
Location: Atlanta, Georgia

Presentation: Webcast: “Fundraising and Sales Tax – What Every Nonprofit Needs to Know“
Event: Pro Bono Partnership of Atlanta
Date: May 15, 2019
Location: Webcast

Presentation: “State Withholdings on Distributions to Nonresident Partners/Members-Georgia Form NRW-Exemption does not Shield Entity or Partners/Members from Personal Liability“
Event: Joint Tax Law Section and Real Estate Section and CLE Program
Date: April 25, 2019
Location: Arnall Golden Gregory LLP, Atlanta, GA

Presentation: “Fundraising and Sales Tax: What Every Nonprofit Needs to Know“
Event: GRANTSPACE by Candid
Date: April 10, 2019
Location: Foundation Center South, Atlanta, GA

Presentation: “Fundamentals of Fundraising for Georgia Nonprofit 501(c)(3)s“
Event: Atlanta Bar Association’s Pro Bono March Madness
Date: March 11, 2019
Location: State Bar of Georgia, Atlanta, GA

Presentation: “Tax-Exempt May Not Mean Exempt from Sales Tax: Sales and Use Tax Obligations of 501(c)(3) Organizations “
Event: 2019 Institute of Continuing Legal Education Nonprofit Law Seminar
Date: March 7, 2019
Location: State Bar of Georgia, Atlanta, GA

Presentation: “State and Local Tax Update“
Event: North Atlanta Tax Council
Date: February 15, 2019
Location: Buckhead Club, Atlanta, GA

Event: “Georgia Department of Revenue/Tax Bar Liaison Meeting“
Date: December 6, 2018
Location: Atlanta, GA

Presentation: “What Practitioners Should Know about Residency and State Income Taxes”
Event: Georgia Society of CPAs, North Atlanta Chapter
Date: November 15, 2018
Location: Atlanta, GA

Presentation: “What Every CPA Should Know about Residency and State Income Taxes”
Event: Georgia Society of CPAs, Northeast Georgia Chapter
Date: November 14, 2018
Location: Gainesville, GA

Presentation: “Tax Fraud in the Context of State Taxation”
Event: Georgia Society of CPAs Fraud Conference
Date: September 27, 2018
Location: Atlanta, GA

Presentation: “Residency for State Income Tax Purposes”
Event: Georgia Society of  CPAs Southeastern Accounting Show
Date: August 30, 2018
Location: Atlanta, GA

Presentation: “So Your Client Wants to Move to Florida – Strategies for Changing Legal Residency For State Income Tax Purposes”
Event: 17th Annual NC/SC/GA Tax Section Workshops
Date: May 25, 2018
Location: Kiawah Island, South Carolina

Presentation: “Sales and Use Tax Issues for Nonprofit Organizations and Educational Institutions”
Event: 2018 Accounting Forum for Educational Institutions and Other Nonprofit Organizations
Date: April 25, 2018
Location: Atlanta, GA

Presentation: “Georgia Sales Tax and § 501(C)(3) Organizations”
Event: Pro Bono Partnership of Atlanta’s Fundamentals of Fundraising
Date: March 13, 2018
Location: Atlanta, GA

Presentation: “Hot Topics in State Taxation”
Event: North Atlanta Tax Council
Date: January 19, 2018
Location: Atlanta, GA

Presentation: “Georgia Department of Revenue/Tax Bar Liaison Meeting”
Event: Georgia Department of Revenue/Tax Bar Liaison Committee Meeting
Date: December 7, 2017
Location: Atlanta, GA

Presentation: “State Tax Update”
Event: Georgia Society of CPAs Savannah Tax Forum
Date: December 1, 2017 (Savannah, GA); November 3, 2017 (Atlanta,GA)
Location: Savannah, GA; Atlanta, GA