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Partnership Audits & Litigation (TEFRA), State Bar of Texas Advanced Tax Law Course, October 2015  (see also this article/outline for further information)  [Note:  this material has not been updated for the prospective changes enacted as part of the Bipartisan Budget Act of 2015, signed into law on November 2, 2015, and effective for partnership tax returns starting in 2018]

Don't Leave Money on the Table!  IRS [Mis]Computation of Interest​, University of Texas School of Law 62nd Annual Taxation Conference, December 2014  (see also this article/outline for further information)

Transferee Liability Update, ABA Section of Taxation (“ABA”), Administrative Practice Committee, July 2013

Ethics and Expected Changes to Circular 230 (panelist), Federal Bar Association 25th Annual Insurance Tax Seminar, May 2013

Transferee Liability, Dallas Bar Association Tax Section (“DBA”), March 2013

Circular 230 and Rules of Professional Conduct in Giving Tax Advice, State Bar of Texas Section of Taxation, Leadership Academy, January 2013

Transferee Liability, ABA, Administrative Practice Committee (panelist), September 2012

The New Application of Transferee Liability, University of Texas School of Law 59th Annual Taxation Conference, December 2011 (plus written materials

TEFRA Audits and Refund Claims, Accounting Continuing Professional Education Network (ACPEN), Partnerships and LLCs Update, October 2011

The New Application of Transferee Liability, ABA, Court Procedure & Practice Committee (panelist), January 2011

What Tax Lawyers Need to Know Before Choosing a Forum for Their Next Federal Civil Tax Litigation Dispute, Webinar, ExecSense, November 2010

Federal Tax Update, State Bar of Texas Annual Meeting, June 2010

Living With Transparency, Tax Executives Institute Dallas Chapter (“TEI”), November 2008

Retention Requirements for Tax Records, TEI, January 2008

Ethics and Standards of Tax Practice in the New Age of Transparency: From Self-Assessment to Self-Audit (with Emily Parker), American Petroleum Institute Federal Tax Forum, April 2007

IRS Audits and Appeals, DBA, March 2006

IRS Audits and Appeals (with Emily Parker), TEI, March 2006

Taxation of Attorney Fees: Recent Developments (with Marc Grossberg), Houston Tax Forum, March 2005

The Deliberative Process Privilege, ABA, Court Procedure and Practice Committee (moderator), October 2004