
Internal Revenue Service, 1111 Constitution Avenue, N.W., Washington D.C.“Advanced Topics in International Tax,” Masters of Taxation Program, University of Akron School of Business, June-August 2016.
- “Advanced Topics in International Tax,” Masters of Taxation Program, University of Akron School of Business, June-August 2016.
- “U.S. Offshore Tax Enforcement and the Foreign Account Tax Compliance Act (“FATCA”),” Cleveland Metropolitan Bar Association, March 22, 2016.
- Professor, “Income Tax Treaties and FATCA,” International Taxation Academy, Taipei, Taiwan, Sept. 7-11, 2015 and June 30 – July 4, 2014. Invited by Ministry of Finance of Taiwan.
- Instructor, “Selected Recent Developments in Inversions and Tax Treaties,” presented to PrimeGlobal on behalf of University of Akron Masters of Taxation Program, August 19, 2015.
- Instructor/Panelist: “Overview of Section 482,” Tax Executives Institute International Tax Course, Atlanta, GA, Summer, 2009-2013.
- Panelist, “Hot Topics in Regulation and Compliance: U.S. Perspectives: FATCA,” Latin America/U.S. M&A Regulation Forum 2013, American University, June 20-21, 2013.
- Panelist, “Foreign Account Tax Compliance Act Workshop,” Legal Ethics Compliance, Sao Paulo, Brazil, Feb. 28, 2013 (filmed on Youtube at http://www.youtube.com/watch?v=GYdcAniz8SE).
- Sole Presenter, “The Fiscal Cliff and Its Tax Implications,” Thompson Reuters Webinar, Feb. 13, 2013.
- Interviewee, “FATCA,” Legal Ethics Compliance, Sao Paulo, Brazil, Aug. 2012 (filmed on Youtube at http://www.youtube.com/watch?v=sO3WFPE0DIk).
- Sole Presenter, “A Guide to the U.S. FATCA Rules,” West-Thompson Reuters Webinar, June 12, 2012.
- Panelist, “International Tax Administrative and Legislative Outlook,” Federal Bar Association Section of Taxation 35th and 36th Annual Tax Law Conference, Feb. 25, 2011 and March 2, 2012.
- Panelist (with Robert Stack), “Resolved: That § 956 Should Be Repealed,” BNA Tax Management International Luncheon, May 18, 2011.
- Sole Presenter, “New Developments in Corporate and International Tax,” Rossdale Group Webinar, March 2, 2011.
- Sole Presenter, “The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010,” ExecSense Webinars, February 15, 2011.
- Panelist, “Anti-Section 956 Hopscotch Rules and Select International Tax Provisions, Strafford Webinars, Oct. 7, 2010.
- Panelist, “Mr. Obama’s Tax Plan: A Washington Briefing,” Tax Club of Cleveland, January 12, 2009.
- Panelist, “The Recently Enacted Expatriation Tax Provision and the International Tax Legislative Outlook,” BNA Tax Management International Luncheon, Washington, D.C. (July 22, 2008).
- “Telecom Taxation: View from Capitol Hill,” Telecom Taxation 2005, Telestrategies, Tysons Corner, VA (June 15, 2005).
- Presenter, “Latin America Tax Issues: A U.S. International Tax Director’s Perspective,” Taxation Issues Affecting Business in Latin America, Council of the Americas, New York, N.Y. (Apr. 24, 2002).
- Panelist, “Classifications of Intangibles and Contractual Ventures,” Structuring Intellectual Property Rights in International Transactions, 30th Annual Conference of the USA Branch of the International Fiscal Association, Washington, DC (Mar. 7-8, 2002).
- Moderator, “Taxation of E-Commerce in Latin America,” and Presenter, “Latin America Tax Issues: A U.S. International Tax Director’s Perspective,” 2001 Latin American Tax Summit, Washington, D.C. (Nov. 7-9, 2001).
- Presenter, “International Joint Ventures — Organization, Operation and Disposition,” Second Annual Institute on International Taxation, Georgetown University Law Center, Washington, D.C. (Apr. 19-20, 2001).
- Panelist, “eCommerce Implications for Subpart F, Income Sourcing Rules and Transfer Pricing,” IRS-GWU Thirteenth Institute on International Taxation, Washington, D.C. (Dec. 7-8, 2000).
- Moderator, “Taxation of Electronic Commerce Transactions in Latin America: Permanent Establishment and Consumption Tax Issues,” Fourth Annual Latin America Tax Forum, Insight Information, Washington, D.C. (Oct. 30-Nov. 1, 2000).
- Program Co-Chair, “Taxation of Electronic Commerce — Tax Efficient Strategies for E-Commerce,” Insight Information, Chicago, IL (June 27-28, 2000).
- Presenter, “Taxation of Electronic Commerce in Latin America,” Third Annual Forum on Tax Aspects of Structuring Business Operations in Latin America, Insight Information, Washington, D.C. (Nov. 17-19, 1999).
- Presenter, “Re-Engineering Transfer Prices Following a Change in Organizational Control,” Transfer Pricing for Telecoms, Vision in Business, Amsterdam (Apr. 26-27, 1999).
- Presenter, “Structuring and Operating Latin American Joint Ventures,” Tax Aspects of Doing Business in Latin America, Insight Information, New York, NY (Dec. 2-4, 1998).
- Presenter, “Tax Issues for Structuring Joint Ventures,” Tax Strategies for Telecom Operators, Vision in Business, London (Sept. 28-29, 1998).