Professional Activities
Philadelphia Bar Association, Tax Section, Former Chair and Secretary of State and Local Tax Committee
Publications
Co-author, "Stimulus Bill Resolves PPP Loan Deductibilty, Enhances Employee Retention Credits, Provides Other Tax Relief," Ballard Spahr alert, December 22, 2020
Co-author, "IRS Confirms Taxpayers Cannot Deduct Expenses Paid With PPP Loans If Forgiveness Is Reasonably Expected," Ballard Spahr alert, November 23, 2020
Co-author, "Treasury Issues Guidance Implementing Memorandum on Social Security Tax Deferral," Ballard Spahr alert, August 31, 2020
Co-author, "Court Reverses Philadelphia's 2018 Assessment of Many Commercial Real Properties," Ballard Spahr alert, July 23, 2019
Co-author, "Pennsylvania 2019 Tax Bill Adds Opportunity Zone Conformity for Personal Income Tax, Adopts New Sales Tax Provisions, and Amends Other Tax and Credit Provisions," Ballard Spahr alert, July 16, 2019
Course Planner, "Hot Topics in Pennsylvania and Philadelphia Tax Law," Philadelphia Bar Association CLE Program, June 2016
Co-author, "Seven Tax Aspects of Tenant Improvements," Legal-Ease column for BOMA Magazine, May/June 2014
"Court Limits Ability to Tax 'Out of State' Trusts," Philadelphia Bar Association, Probate and Trust Law Section Newsletter, November 2013
Co-author, "Disregarded Entities Are Now Responsible for Their Own Employment Taxes," Practical U.S./Domestic Tax Strategies, WorldTrade Executive, Inc., July 2009
Speaking Engagements
Speaker, "Hospitals and Health Systems - Update on Recent Regulatory Guidance," Ballard Spahr webinar, April 16, 2015
Panelist, "Update on Recent Changes to PA and Philadelphia Tax Law," Pennsylvania Bar Institute program, October 2013
Planner and panelist, "Representing Non-Profit Organizations," In-House CLE program, January 2013
Course planner, "Nexus for State and Local Taxes," Pennsylvania Bar Institute program, October 2012
Planner and panelist, "Employment Tax Issues for Non-Profit Organizations," In-House CLE program, February 2012
Panelist, "Tax Credit and Grant Opportunities for Small Biotech and Life Sciences Companies: An Overview of New IRS Qualifying Therapeutic Discovery Project Program," University City Science Center program, July 2010