Assessing Whether and When to Change your ESOP Advisors, panelist, Employee Ownership Conference, 2016
Succession Planning and ESOP, Kentucky Society of CPA's, Louisville, KY, 2013
ESOP Issues, Tri-State ESOP Conference, Louisville, KY, 2012
Succession Planning and ESOP, Kentucky Society of CPA's, Louisville, KY, 2012
Obama Care Tax Issues, RMS/Clarkson Insurance Tax Conference, 2012
ESOP Planning, Retirement Management Services Seminars, Presenter, 2011
Tax Policy Presentation, Knoxville Bar Association, Knoxville, TN, 2011
LLC Tax Issues, SKO Spring Corporate Seminar, Lexington, KY, 2011
Tax Consequences of Business Failure, Louis Grief Tax Institute, University of Louisville School of Business, 2009
Legal Update, Tri-State ESOP Conference, Louisville, KY, 2009
Real Estate Issues, Like Kind Exchanges, Cincinnati, OH, 2009
Succession Planning, Louisville Tax Institute, University of Louisville School of Business, 2008
Like Kind Exchange Issues, Annual Real Estate Seminar, University of Kentucky CLE, 2008
Capital Gain Planning, Louis Grief Tax Institute, University of Louisville School of Business, 2006
ESOP Basics, Kentucky/Ohio ESOP Association, 2005
Like Kind Exchanges, Lorman Education Services, 2005
Taxation of Real Estate Transactions, Louis Grief Tax Institute, University of Louisville School of Business, 2005
IRC õ 409(p) Issues, Kentucky/Ohio ESOP Association, 2004
Like Kind Exchanges, Lorman Education Services, 2004
Limited Liability Companies, Lorman Education Services, 2004
The Elements of Estate Planning, Midwest/Midsouth Estate Planning Institute, 2003
Equity Compensation in LLCs and Unincorporated Businesses, University of Kentucky, Business Associations Law Institute, LLC, 2003
Speaker, Louis Grief Tax Institute, University of Louisville, School of Business, 2002-2003
Speaker, ESOP Committees-Kentucky/Ohio ESOP Association Annual Meeting, 2003
Sales & Use Tax in Kentucky, Lorman Education Services, 2003
Like Kind Real Estate Exchanges, Lorman Education Services, 2003
Income Tax Issues-Family Limited Partnerships, University of Kentucky, CLE, 2003
Like-Kind Exchanges in Real Estate and IRC Section 1031, Deferred Exchanges and Reverse Exchanges, Real Estate Law and Practice Institute, University of Kentucky College of Law, CLE, 2002
Sales & Use Tax in Kentucky, Lorman Education Services, 2002
Buying and Selling a Business, Lorman Education Services, 2002
Closely Held Corporations: Tax Issues & Planning,"Lorman Education Services, 2002
Property Tax Law in Kentucky, National Business Institute, 2002
Tax Issues in Real Estate Transactions, Lorman Education Services, 2002
Like Kind Real Estate Exchanges, Lorman Education Services, 2002
