State and Local Tax Presentations

“Appealing Commercial Property Taxes,” International Council of Shopping Centers, Novi, Michigan, 2009

Law School for Legislators, State Bar of Michigan, Lansing, Michigan, 2009

"MBT Credits: A Different Kind of Credit Application," (Co-presenter), Michigan Association of Certified Public Accountants, 2009

Panelist, "Texas Margin Tax and Michigan Business Tax: What Lessons Can We Learn?" Detroit Chapter Tax Executives, 2009

“State Real Estate Transfer Tax,” Grand Rapids Bar Association, 2009

“Taxing Michigan Businesses: Thoughts Before Filing,” Tax Executives Institute, West Michigan Chapter, Zeeland, Michigan, 2009

"A Malpractice Trap for Unwary Taxpayer Advisors," presented at 2008 State Tax Forum, 2008

"Cost of Doing Business Across State Lines," moderated at Michigan Tax Conference held by MACPA in partnership with the State Bar of Michigan Taxation Section, 2008

"Discussion of Latest & Greatest State Tax Litigation," presented at Council on State Taxation's Mid-West Regional State Tax Seminar held jointly with the Multistate Executives Tax Roundtable, October, 2008 (co-presenter)

“Keeping Up With the Many New Changes to Michigan Tax,” West Michigan Tax Symposium, Keynote Speaker, Grand Rapids, Michigan, 2008

"Lowering Commercial Real & Personal Property Taxes," presented at MACPA Summer Management Information Show, 2008

"MeadWestvaco v. Dep't of Revenue: Allied-Signal Revisited," (co-presenter) Tax Executives Institute, Detroit Chapter, 2008

"Michigan Business Tax," presented at Council on State Taxation's Mid-West Regional State Tax Seminar held jointly with the Multistate Executives Tax Roundtable, 2008

“Michigan Business Tax,” Michigan Manufacturers Association, Madonna University, 2008

“Michigan Property Tax Update,” Muskegon County and Ottawa County Assessors Association, 2008

“New Updates to Michigan Business Taxes,” Lorman Educational Services, Grand Rapids, Lansing, Southgate and Troy, Michigan. 2008

"Nonresidential Property Tax Appeals:  It's Not Too Late," presented at MACPA CPE Mega Conference, 2008

“Purchases From Other Firms Deduction,” Michigan Tax Conference, Novi, Michigan, 2008

Pending Federal Tax Legislation, "Business Purpose and Economic Substance" and "Preparer Penalty Amendment," Michigan Tax Conference, 2008

"Real vs. Personal Property," presented at Michigan Tax Conference held by MACPA in partnership with the State Bar of Michigan Taxation Section, 2008

"Residential Property Tax:  Are Your Clients Paying Too Much?" presented at MACPA Spring Management Information Show, 2008

"Evaluating Property Taxes in a Downturn Economy," presented at 26th Annual Summer Management Information Show, 2007

"Federal Income Tax Credit for Research Expenses for Automotive Suppliers," Original Equipment Suppliers Association, 2007

"Michigan Business Tax Updates," (co-presenter) Detroit, Lansing, Grand Rapids, Kalamazoo, Ann Arbor, Troy, Saginaw, 2007

“Michigan Business Tax,” Indiana Manufacturers Association and Indiana Chamber of Commerce Tax Meeting, Indianapolis, Indiana, 2007

Panel Moderator, "FIN 48, Early Resolution and Achieving Currency; Raising and Resolving Issues on a Consistent Basis; Research Credit," IRS-Tax Executives Institute Issue Discussion Forum, 2007

Panelist, "FIN 48 - Best Practices and Lessons Learned," Paul J. Hartman Forum, 2007

Panelist, "FIN 48 and Multi-State Tax Issues," Michigan Tax Conference, 2007

"Taxing Times: The New Business and Services Tax," (co-presenter) Miller Canfield's Before the Bell Breakfast Forum, 2007

"The IRS Compliance Assurance Policy," Tax Executives Institute Panel Discussion, 2007

"The New Michigan Business Tax," Oakland County Bar Association Medical Legal Committee, 2007

“Contemporary Issues at the Michigan Tax Tribunal,” Kent County Bar Association and Kent County Assessor’s Association, Grand Rapids, Michigan, 2006; and also at the Oakland University School of Business, Rochester, Michigan, 2005

“Making Winning Feel Like Losing: Remedies for Unconstitutional State Taxes,” American Bar Association, Tax Section, State and Local Tax Committee Meeting, San Antonio, Texas, 2003

“Class Action Lawsuits in State Tax,” Informational and Training Session for State Tax Attorneys, Multistate Tax Commission Spring Meeting, Tucson, Arizona, 2002

“Separate Entities and Other Nexus Issues,” Income Tax Conference, Council on State Taxation, Charleston, South Carolina, 2001

“Streamlined Sales Tax Legislation,” Midwest States Association of Tax Administrators Annual Conference, Federation of Tax Administrators, Minneapolis, Minnesota, 2001

“Streamlined Sales Tax System in Michigan,” Tax Executives Institute, Detroit Chapter, West Bloomfield, Michigan, 2001

“The Emerging Rules of Cyberspace,” Annual E-Law Conference, Information and Technology Association of Michigan, East Lansing, Michigan, 2001

Information and Technology Association of Michigan Roundtable, Novi, Michigan, 2000

“Leveraging Your Global Reach: Sales Tax Calculation Software,” Global E-Business 2000, Great Lakes Interactive Marketing Association, Novi, Michigan, 2000

Moderator, IRS-TEI Town Hall Meeting to Discuss New Large and Mid-Size Business Organization, 2000

Joint program of the Michigan Municipal League and the Michigan Association of Municipal Attorneys, "Tax Assessments and Appeals," 1994

Panel Discussion before The Downtown C.P.As, Michigan’s New Tax Legislation and Ballot Proposal on School Tax Reform Package, 1994

Moderator, "Automotive & Related Suppliers - Recent Tax Developments," Tax Executives Institute Annual and Mid-Year meetings (various)

Institute for Professionals in Taxation, The Michigan One-Day Tax Seminar, 2008, 2007, 2006, 2005, 2004, 2001, and 2000

Michigan Assessors Association presentations included: Northern Michigan Chapter of the Michigan Assessors Association Training, 2006; Annual Conferences, 2006, 2005 and 2004; Mid-Michigan Chapter of the Michigan Assessors Association Meeting, 2005; Southeast Chapter of the Michigan Assessors Association Meeting, 2004

Michigan Association of Certified Public Accountants presentations included: Michigan Tax Workshop Conference, 2005 and 2001; Association of Accounting Administrators’ Conference, August 19, 2005; Small Practitioners’ Conference, August 18, 2005; State Tax Forum, 2008, 2007, 2005, 2001 and 2000; Litigation and Business Valuation Conference, June 14, 2005; State and Local Task Force Annual Meeting, 2004 and 2001; Annual State and Local Tax Update, January 25, 2002

State Bar of Michigan presentations included:  State and Local Tax Committee Meeting, 2006, 2005, 2004, and 2001; Annual State Bar Meeting, Taxation Section, 2006, 2001, and 2000; Detroit Bar Association Lunch Series, April 19, 2000