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Publications
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- "REIT Modernization Provisions Included in Latest Tax Act," Corporate Tax and Business Planning Review, Tax Management Memorandum, January 2000
- "An Overview of the REIT Simplification Act (REITSA)," Corporate Tax and Business Planning Review, Tax Management Memorandum, March 1998
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Speaking Engagements
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2009
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- " Tax Primer on Real Estate Investment Trusts," Lorman Education Services
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2008
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- Choice of Entity," co-panelist, Troutman Sanders University
- "Industry Challenges," co-panelist and moderator, SavingForCollege.com 529 Technical Conference
- College Savings Summit, co-chair
- "529 College Savings Plans," College of Excellence, Troutman Sanders
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2007
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- "Fundamentals of Tax Rules in Real Estate Investment Trusts," Lorman Education Services
- "The Path to $200 Billion," co-panelist and moderator, SavingForCollege.com 529 Technical Conference
- "Choice of Entity," co-panelist, Troutman Sanders University
- "Federal Legislative and Regulatory Update," co-panelist, College Savings Plans Network, National Association of State Treasurers Issues Seminar
- "A Primer on Real Estate Investment Trusts," Lorman Education Services
- "Non-Corporate Practice for the Corproate Attorney," co-panelist, Troutman Sanders University
- "Bridge the Gap," co-panelist, Virginia Bar Association
- "Introduction to Qualified Tuition Programs (529 Plans)," Lorman Education Services
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2006
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- "Legislative and Regulatory Changes for Section 529 Plans," co-panelist, College Savings Plans Network, National Association of State Treasurers Treasury Management Conference
- "Choice of Entity," co-panelist, Troutman Sanders University
- "The Washington Scene," co-panelist, SavingForCollege.com 529 Technical Conference
- "The Basics of Real Estate Investment Trusts," Lorman Eduation Services
- "Challenges and Opportunities," co-panelist, College Savings Plans Network, National Association of State Treasurers Annual Conference
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2005
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- "529s After Tax Reform," co-panelist, SavingForCollege.com 529 Technical Conference and Boot Camp
- "Legal and Regulatory Issues," co-panelist, College Savings Plans Network, National Association of State Treasurers Conference
- "Reportable Transactions and Related Penalty Rules; New circular 230 Regulations," co-panelist, McGuire Woods CLE Program
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2004
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- "Federal Mandates: Legislative and Regulatory Updates," co-panelist, College Savings Plan Summit
- "Like-Kind Exchanges under Section 1031 of the Internal Revenue Code," co-panelist, McGuire Woods CLE Program
- "Update: The State of 529 Plan Regulations/Legislation," co-panelist, Maximizing Operational Efficiencies for 529 Plans Conference
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2003
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- "Income Gift and Estate Tax Smart Ways to Save for College: Section 529 Plans, ESAs and More," co-panelist, William and Mary Tax Conference
- "IRS Organization & Tax Policy," co-panelist, McGuire Woods CLE Program
- "The Brave New World of Tax Shelters and Tax Minimization Strategies: What Works, What Doesn't, and How to Tell the Difference," co-panelist, Virginia Society of CPAs Industry Conference
- "Qualified Tuition Plans," McGuire Woods CLE Program
- "An Overview of 529 Plans," Richmond Private Business Study Group
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2002
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- "Understanding the Basics of College Savings and Prepaid Tuition Plans," co-chair, College Savings Plan Summit Workshop; and "Tax Update on Section 529," College Savings Plan Summit, Financial Research Associates
- "Coordinating Qualified Tuition Plans and Education Incentives," College Savings Plan Network, Annual Conference National Association of State Treasurers
- "REIT Tax Issues Round Up," National Association of Real Estate Investment Trusts, Law & Accounting Conference
- "Hot Trends in Tax Law: What Businesses Need to Know," co-panelist, McGuire Woods CLE Program
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2001
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- "Education Tax Incentives in the Economic Growth and Tax Relief Reconciliation Act of 2001," College Savings Plan Network, Annual Conference, National Association of State Treasurers
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2000
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- "A Response to the Proposed Regulations Under Section 529," College Savings Plan Network, Annual Conference National Association of State Treasurers
- "Tax and Financing Issues Effecting REITs," Advanced Real Estate Finance Conferences, CLE International
- "REIT Tax Issues for a CFO/Controller," National Association of Real Estate Investment Trusts, Law & Accounting Conference
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1999
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- "An Overview of Federal United States Taxation of Securitization Structures," International Asset Securitization and Other Financing Tools Conference, Center for International Legal Studies in Conjunction with the ABA, Section of International Law and Practice
- "An In-Depth Analysis of the Section 529 Proposed Regulations," National Association of State Treasurers, Management Training Institute for State College Savings Plans
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1998
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- "Mortgage-Backed Securitizations: An Overview of Tax Issues Presented by Mortgage Securitization Structures," ABA 9th Annual Spring CLE Seminar, Section of Real Property, Probate & Trust Law
- "An Introduction to Asset Securitizations," CLE Seminar, Richmond Bar Assocaition, Corporate Counsel Section
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Professional and Civic Affiliations
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- National Association of State Treasurers/College Savings Plan Network
- Chair, Corporate Affiliates Advisory Board 2004-2007
- National Association of Real Estate Investment Trusts
- Member, Government Relations Committee 1994-2006
- Taxation of Mortgage-Backed Securities Industry Group 1993-Present
- Junior Achievement of Central Virginia, Inc.
- Executive Committee 2001-2003
- Board of Directors 1999-2003
- Seven Hills School
- President 2003-2005
- Executive Committee 2001-2006
- Board of Directors 2001-2006
- Orchard House School
- Executive Committee 2001-2003
- Board of Directors 2000-2003
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