Speaking Engagements

• VSCPA, Tidewater Chapter Specialized Tax Knowledge, Dealing With a Decedent’s Tax Issues and IRS Collections of Tax Liabilities From the Estate, Virginia Beach, VA, November 2025
• VSCPA, Tidewater Chapter Specialized Tax Knowledge, How to Change Your Virginia Domicile; Appealing Negative Residency Determinations, Virginia Beach, VA, November 2025
• ALI CLE, Understanding Financial Statements: Accounting Essentials for Lawyers, Webcast, December 2024
• In-House Continuing Legal Education: Accounting Issues In the Law, Virginia Beach VA, September 2023
• In-House Continuing Legal Education: Understanding Financial Statements and Financial Statement Analysis, Virginia Beach, VA, August 2023
• Virginia Law Foundation, Accounting for Lawyers: Understanding Financial Statements, a six-hour continuing education course composed of three two-hour sessions, Part I, Introduction to the Financial Statements; Part II, Financial Statement Analysis; Part III, Financial Statement Manipulation; Virginia Beach, VA, January 2022, July 2022 
•  Surgent CPE Lecturer in areas of taxation, business law and estate planning, 2021 
• VITA Individual Tax Law, ABA Military Adopt A Base Program

                              Marine Corps Logistics Base, Albany, GA, January 2021   

                              Fort Stewart-Hunter Army Airfield, Savannah, GA, January 2021 

                              Robins Air Force Base, Houston County, GA January 2020   

• Georgia Society of Certified Public Accountants 2020 Southeastern Accounting Show, Business Law Update, Atlanta, GA, September 2020 
• BOMI International, Budgeting and Accounting, 40 hour Continuing Education Course, Albany, NY, May 2018 

• The Judge Advocate General’s Legal Center and School, Federal Individual Income Tax Law Course, Charlottesville, VA, December 2016, December 2015 and December 2014 
• The Business Council of New York State Annual Conference on State Taxation,    Circular 230 Update, Albany, NY June 2015  
• The Business Council of New York State Annual Conference on State Taxation, Current Legislative Initiatives In Flow-Through Taxation, Albany, NY June 2014 
• New York State Bar Association, Tax Aspects of Real Property Transactions, Latham, NY, November 2011