Mark is Chair of the firm's Tax and Finance Practice Group. His areas of practice concentration are state, local and federal taxation, civil and criminal tax controversy/litigation and business law, economic development/incentives, governmental affairs and bankruptcy taxation.
Professional Memberships and Affiliations
Past and present service on multiple Bar, industry and practice related Advisory Boards and Organizations, including:
· Multistate Tax Report (BNA Tax Management); Journal of State Taxation (CCH, a Wolters Kluwer Business); Multi-State Corporate Tax Guide (CCH, a Wolters Kluwer Business); Multistate Tax Institute/Deloitte & Touche National Tax Conference at the University of Wisconsin-Milwaukee; Journal of Property Taxation (Panel Publishers); and Paul J. Hartman/Vanderbilt University School of Law State and Local Tax Forum.
· Chair, Industry Council, SEATA (Southeastern States Tax Administrators Association), 2010-Present
· American College of Tax Counsel (ACTC), Elected Fellow in 2008, www.actconline.org
· Executive Committee Member and past Chair and President, National Association of State Bar Tax Sections (NASBTS), 2006-Present
· Vice-Chairman and Director, Kentucky Lottery Corporation, 2006-2009, www.kylottery.com
· Kentucky Bar Association (Section of Tax, including past service as Chair and other positions, including Liaison to the Kentucky Society of CPAs)
· American Bar Association (Section on Taxation, Committee on State and Local Taxes)
· Federal Bar Association (Section of Tax)
· Louisville Bar Association (Section of Tax, including past service as Chair and other positions)
· Franklin County Bar Association
· Past service on Louisville Bar Foundation, Inc. Board of Directors as Tax Counsel, 2000-2006
· Past service on Louisville Bar Association Board of Directors as Tax Counsel, 1997-2000
· Past service on Louisville Bar Center, Inc. Board of Directors as Tax Counsel, 1997-2000
· Past service as General Counsel, Louisville Arena Authority, Inc. (Downtown Louisville Waterfront Arena Project), 2005-2009, www.arenaauthority.com
· Contributing Editor for Kentucky, Lexis/Nexis SALT Insights, 2007-Present
· Member, Governor Ernie Fletcher's Administration Transition Team, November/December 2003
· Kentucky Delegate, NAPTA (National Association of Property Tax Attorneys), www.napta.com
· Firm Representative, COST (Council on State Taxation), www.statetax.org
· Firm Representative, IPT (Institute for Professionals in Taxation), www.ipt.org
· Firm Representative, SEATA (Southeastern States Tax Administrators Association), www.seatastates.org
· Kentucky Delegate, ISA (Independent SALT Alliance), www.isa.com
· Member, Greenebaum Doll & McDonald PLLC Management (Firm-wide Management Committee: 1997-2003; 2005-2009)
· Member, Council on State Taxation (COST) COIN Network
· Past service on ABA Section on Taxation, Committee on State and Local Taxes, Administrative and Judicial Procedural Reforms Task Force
· Current and past service on Tax Committees of Greater Louisville, Inc. (f/k/a Louisville Chamber of Commerce), Kentucky Chamber of Commerce and Kentucky Association of Manufacturers (KAM) (f/k/a Associated Industries of Kentucky (AIK)) (including leadership roles)
· Past service as Tax Counsel, Governor's Mansion Preservation Foundation, Inc., 2004-2008, www.preservethemansion.org
· Past Member, Downtown Louisville Rotary Club
· Past Member, National Tax Association
Professional Leadership
· Xavier University Alumni Association
· Volunteer Lawyer Program, Legal Aid Society of Louisville
· Leadership Kentucky Graduate, Class of 2000
· Focus Louisville graduate
· Editor, Greenebaum Doll & McDonald PLLC SALT Law Letter (Tax Related Newsletter)
· Ad hoc member, KBA Task Force on Multi-Disciplinary Practice Issues (1999-2000)
· Past and present service on multiple projects and committees for Kentucky Association of Manufacturers (KAM) (f/k/a Associated Industries of Kentucky (AIK)), Greater Louisville, Inc. (f/k/a Louisville Chamber of Commerce), Kentucky Chamber of Commerce, Kentucky Coal Association (KCA), Kentucky Bar Association (KBA), Louisville Science Center, Inc., Heart of the Parks Foundation, Inc., Louisville Theatrical Association, Inc. (PNC Broadway Series), Community of St. Margaret Mary (including service as Administration Committee Chair, and Service on Finance and Budget Committees), University of Cincinnati College of Law Alumni Association Board of Trustees and United Way of Greater Louisville
Achievements in Areas of Concentration
Successfully counseled and advocated in hundreds of federal, state and local tax controversy and planning matters, both administratively and in litigation, involving multiple types of businesses, trusts and individual taxpayers wherein collectively hundreds of millions of dollars were at risk. Actively involved in the following landmark Kentucky tax cases:
· Ford Motor Co. v. Jefferson County Prop. Valuation Adm'r, File Nos. K08-S-166 and K09-S-338, Order No. K-20934 (KBTA Sept. 22, 2010) (largest manufacturing plant tax valuation case tried in Kentucky)
· Bavarian Trucking Co., Inc. v. Dep't of Revenue, File No. K09-R-16, Order No. K-21008 (KBTA Dec. 9, 2010), on appeal, No. 10-CI-3173 (Boone Cir. Ct., Div. I) (first impression action involving Kentucky recycling tax credits and a methane producing landfill)
· AT&T Corp. and Subsidiaries v. Finance and Admin. Cabinet, Dep't of Revenue, No. 08-CI-01272 (Jefferson Cir. Ct., Sept. 9, 2008), on appeal, No. 2008-CA-1888 (Ky. App.) (first impression case on composition of the consolidated group for Kentucky corporation income tax purposes)
· Revenue Cabinet v. Asworth Corp., et al., Nos. 2007-CA-002549 & 2008-CA-000023 (Ky. App. Nov. 20, 2009), review denied, No. 2009-SC-000816 (Ky. Aug. 18, 2010), cert. denied, No. 10-662 (U.S. Jan. 24, 2011) (first impression case on taxation of flow-through entities for Kentucky corporation income tax)
· Freeman v. St. Andrew Orthodox Church, Inc., 294 S.W.3d 425 (Ky. May 21, 2009), rehearing denied, (Ky. Oct. 29, 2009), on appeal from, Nos. 2006-CA-000305 and 2006-CA-000458 (Ky. App. Aug. 10, 2007) (first impression issue on Kentucky constitutional exemption for property owned by churches)
· Monumental Life Ins. Co. v. Dep't of Revenue, 294 S.W.3d 10 (Ky. App. 2008), review denied, No. 2008-SC-000739 (Ky.), cert. denied, No. 09-865 (U.S. Mar. 29, 2010) (first impression action on taxation of domestic life insurance companies)
· General Electric Co. v. Jefferson County PVA, Order No. K-18745, 2002 WL 31318636 (KBTA October 8, 2002) (second largest manufacturing plant real property ad valorem tax valuation case tried in Kentucky)
· Louisville Forge & Gear Works, LLC v. Scott County, Order No. K-17821, 2000 WL 261142 (KBTA Mar. 1, 2000) (first impression real property ad valorem tax case on "value in use" standard)
· Inland Container Corporation v. Mason County Board of Education, 6 S.W.3d 374 (Ky. 1999) (lead case on ability to recover tax overpayment from local taxing authorities)
· Herschel St. Ledger, et al., v. Revenue Cabinet , 912 S.W.2d 34 (Ky. 1995) & 942 S.W.2d 893 (1997) (landmark case on constitutionality of ad valorem intangibles tax exemption on corporate stock)
· GTE and Subsidiaries v. Revenue Cabinet, 889 S.W.2d 788 (Ky. 1995) (lead case affirming use of unitary method of corporate filing)
· Joy Technologies, Inc. v. Revenue Cabinet, 838 S.W.2d 406 (Ky. App. 1992) (nationwide first impression case on application of sales tax to labor in component exchange program)
· Kentucky Correspondent for Tax Analysts Publishing Co.'s weekly taxation publication, State Tax Notes, 1992 [inception]-Present
· Chair, Louisville Bar Association Tax Section, 1995
· Chair, Kentucky Bar Association Tax Section, 1996-97; Chair-Elect, 1995-96; Vice-Chair, 1994-95
· Internship, Internal Revenue Service, Office of Regional Counsel/District Counsel, 1987-88
· American Jurisprudence Advanced Tax Award (UC College of Law)
· "Forty Under 40" Outstanding Young Businessman Award Winner, Louisville Business First, 1997
· Executive Committee Member, Committee on State and Local Taxation, ABA Section on Taxation
· Chair, Economic Incentives Subcommittee, Committee on State and Local Taxes, ABA Section on Taxation
· Past Chair, State Tax Litigation Subcommittee, Committee on State and Local Taxes, ABA Section on Taxation
· Selected by CCH Publishing to be the initial contributor to its "Practitioner Comment" program for CCH's Kentucky State Tax reporter
· Kentucky correspondent for CCH Publishing's E-Commerce Tax Alert
· Kentucky Colonel (commission awarded 2000)
· Editor, CCH Publishing's Guidebook to Kentucky Taxes, 2002 [inception] - 2008 eds.
· Kentucky Chapter Author, Tax Analysts' Master Guide to State Taxation (a/k/a The State Tax Baedeker), published on Tax Analysts' State Tax OneDisc, 2002
Honors and Awards
· Recognized in past and present editions of Who's Who in America-Law, National Directory of Who's Who of Executives and Professionals, Who's Who Among American Law Students, National Dean's List, Who's Who in the World, and Who's Who Registry of National Business Leaders
· Louisville Magazine, Top Dogs, Survey of Louisville's Most Powerful People Under 45, January 2003
· Louisville Magazine, Survey of Louisville's Most Powerful People Under 45, January 2005
· Louisville Magazine, Best Lawyers - The Top 200 Picked by Their Peers and cover photo, March 2006
· Selected for inclusion in multiple editions of The Best Lawyers in America® 1995-2011 (Woodward/White, Inc.) in the field of Tax Law
· Selected for inclusion in Who's Who Legal USA: Corporate Tax 2006 (Chambers)
· Louisville Magazine, 245 of Louisville's Top Attorneys, Chosen by Their Peers, March 13, 2007
· Profiles in Business First, Playing a Winning Game, Attorney Mark Sommer Guides Legal Matters for Sports Arena, August 2007
· Recognized in the 2007-2010 Kentucky Super Lawyers ® lists
· Recognized as one of the "Top 50 Attorneys in Kentucky" in the 2008 and 2009 Kentucky Super Lawyers® lists
· Featured profile in the Tax Intelligence Report, August 2008 (www.etsearch.com/Tax%20Intelligence%20Report/tiraug2008.htm)
· Multiple year recipient of Peer-Rated "AV" Rating [highest possible] from Martindale-Hubbell Legal Publishing in Taxation and in Litigation practice areas
Selected Publications and Presentations
Publications:
· Greenebaum SALT Law Letter contributor to COST publications, 2000-Present
· American Bar Association's web-based Multistate Guide to S-Corporation Taxation (Section of Taxation, Committee on S Corporations), Kentucky Chapter co-author, January 2008
· American Bar Association's Property Tax Deskbook (all editions) (Section on Taxation, Committee on State and Local Taxes), Kentucky Chapter author
· American Bar Association's web-based Guide to Environmental Taxes and Fees (Section on Taxation, Committees on State and Local Tax and Environmental Taxes), Kentucky Chapter co-author (pending)
· "Kentucky's Administrative Push Toward Value in Use," J. of Property Valuation and Taxation, Spring 2002
· "Use Tax Applies to Pre-Printed Supplements," CCH E-Commerce Tax Alert, September 2001
· "Kentucky's N&E Exemption Expanded," IPT Sales and Use Tax Report, November 2000
· "Unauthorized Practice of Law in Kentucky Property Tax Matters," J. of Property Tax Management (Vol. 12, Issue 2), Fall 2000; reprinted in State Tax Notes, 2002
· "Mentor Tribute: Lessons Learned from Two Masters of the Legal Profession," LBA Bar Briefs, October 2000
· "Multiple Kentucky Tax Advantages Arise From the Use of a Delaware Holding Company," The Delaware Advantage, PNC Bank (Vol. 20), 1999; reprinted in 18:8 State Tax Notes, February 2000
· 1994-2000 Institute for Professionals in Taxation/ABA Property Tax Conference, Kentucky developments contributor
· "Tax Court Memorandum Opinions - What Are They Worth?," Tax Notes, July 20, 1998
· "Trouble for Owner/Employees of a Closely Held Business: Unreasonable Compensation Audits are on the Rise," Louisville Business First, April 1998
· "Kentucky Sales and Use Taxation of Advertising," RIA State and Local Taxes, October 20, 1997
· "Direct Mail Advertising Not Taxable in Kentucky," COST State Tax Report, Vol. 97, Issue 3
· "Cash Reporting Law Creates an Ethical Dilemma for Attorneys," KBA Kentucky Bench and Bar, Winter 1995
· "Disclosure of Currency Transaction Violations - When, How and What If You Don't?" 47 The Tax Lawyer 139, Fall 1993
· "Pay Attention to Cash Transaction Ruling," Louisville Business First, October 18, 1993
· "Taxpayers Should Be Aware Of Changes In Appeal Process," Louisville Business First, May 10, 1993
· Co-Author of Treatise on Kentucky Taxation, Kentucky Taxation (1st & 2d eds. UK-CLE 1990, 1995
· "Kentucky's Distinction Between Multi-State Income from Partnerships and Joint Ventures," 11:3 J. State Taxation 26, Winter 1992
· "The Tax Court's Expanded Jurisdiction over Interest," 57:3 Tax Notes 385, October 19, 1992
· "An Overview of Kentucky's Ad Valorem Tax Structure," 4:3 J. of Property Tax Management, Winter 1992
· "Self? Mined Coal Used As Fuel and The Black Lung Excise Tax," 7:1 J.Min. L. & Policy 13, Fall 1991
· "The Unitary Filing Method in Kentucky: Dead or Alive?," 10:2 J. State Taxation 59, Fall 1991
· "Does The Unitary Filing Method Still Exist In Kentucky?," LBA Bar Briefs, January 1990
· "Personal Injury Actions Offer Opportunity for Tax Planning," LBA Bar Briefs, October 1989
Presentations:
· Presenter, "Southeast Roundtable - Kentucky Update," 17th Annual Paul J. Hartman Vanderbilt University State and Local Tax Forum, Nashville, Tennessee, November 2010
· Presenter, "Kentucky Litigation and Tax Case Update," KSCPA Kentucky State Tax Conference, Louisville, Kentucky, January 2010
· Presenter, "Best Practices for Creating, Maintaining and Protecting State Income Tax Audit Files and Handling Opinion Letters After Taxation," COST 41st Annual Meeting, Phoenix, Arizona, October 2010
· Presenter, "Ethical Challenges Facing State Tax Professionals Dealing with States in Budget Crisis," COST 40th Annual Meeting, Las Vegas, Nevada, October 2009
· Presenter, "Southeast Roundtable - Kentucky Update," 16th Annual Paul J. Hartman Vanderbilt University State and Local Tax Forum, Nashville, Tennessee, September 2009
· Presenter, "Promises Made/Promises Broken - Planning for State and Local Tax Incentives in Recessionary Time - Say No to Clawbacks,"16th Annual Paul J. Hartman Vanderbilt University State and Local Tax Forum, Nashville, Tennessee, September 2009
· Presenter, "Business Incentives: Cash, Credits & Clawbacks," KPMG TaxWatch Webcast, June 2009
· Contributor, "Kentucky State Developments," COST 2009 Annual Spring Audit Session & Income Tax Conference, Cambridge, Massachusetts, May 2009
· Presenter, "Kentucky Litigation and Tax Case Update," KSCPA Kentucky State Tax Conference, Louisville, Kentucky, January 2009
· Presenter, "SALT Incentives in a Down Economy - Say No to Clawback," ABA Section on Taxation 2009 Mid-Year Meeting, New Orleans, Louisiana, January 2009
· Panel Moderator, "Gone Green Yet?: Incentives and Credits for Sustainability Initiatives," 15th Annual Paul J. Hartman Vanderbilt University State and Local Tax Forum, Nashville, Tennessee, October 2008
· Contributor, "Kentucky State Developments," COST 2008 Annual Fall Audit Session & Income Tax Conference, Orlando, Florida, October 2008
· Presenter, "Southeast Roundtable - Kentucky Update," 15th Annual Paul J. Hartman Vanderbilt University State and Local Tax Forum, Nashville, Tennessee, October 2008
· Presenter, "Ethics Session - Correction of Errors, Treas. Reg. § 9100 Relief," NASBTS 29th Annual Meeting, San Francisco, California, October 2008
· Presenter, "Kentucky Litigation and Tax Case Update," Tax Executives Institute (TEI) Kentucky Conference, Frankfort, Kentucky, April 2008
· Presenter, "Kentucky Litigation and Tax Case Update," KSCPA Kentucky State Tax Conference, Louisville, Kentucky, January 2008
· Presenter, "Regional Update Roundtable - Kentucky Update," 50th Annual Kentucky Institute on Federal Taxation and Regional State Update, Louisville, Kentucky, November 2007
· Presenter, "Southeast Roundtable - Kentucky Update," 14th Annual Paul J. Hartman Vanderbilt University State and Local Tax Forum, Nashville, Tennessee, October 2007
· Contributor, "Kentucky State Developments," COST 2007 Annual Spring Audit Session & Income Tax Conference, New Orleans, Louisiana, May 2007
· Presenter, 11th University of Kentucky College of Law Biennial Business Associations Law Institute, "Kentucky Income Taxation of Federal 'Pass-Through Entities'," Louisville, Kentucky, February 2007
· Presenter, "Kentucky Litigation and Tax Case Update - Dispatched From the Front Line," KSCPA Kentucky State Tax Conference, Louisville, Kentucky, January 2007
· Presenter, 16th Annual Southwestern Ohio Tax Institute, "Kentucky Tax Modernization - Act One and Act Two," Cincinnati, Ohio, December 2006
· Panelist Presenter, 27th Annual NASBTS Meeting, "Cuno Update," San Francisco, California, October 2006
· Panel Moderator, IPT 2006 Income Tax Symposium, "Credits/Incentives," San Diego, California, October 2006
· Panelist, "Southeast Roundtable - Kentucky Update," 13th Annual Paul J. Hartman Vanderbilt University State and Local Tax Forum, Nashville, Tennessee, October 2006
· Panel Moderator, "Alternative Tax Systems - Ohio, Kentucky and New Jersey," 13th Annual Paul J. Hartman Vanderbilt University State and Local Tax Forum, Nashville, Tennessee, October 2006
· Contributor, "Kentucky State Developments," COST 37th Annual Meeting, San Francisco, California, October, 2006
· Presenter, "Kentucky Tax Cases and Regulations Update," Kentucky Bar Association, 2006 KBA Annual Convention, Covington, Kentucky, June 2006
· Presenter, "Hopes and Fears in Kentucky," 2006 COST Advanced Income Tax Conference, Philadelphia, Pennsylvania, May 2006
· Contributor, "Kentucky SALT Developments," COST 2006 Income Tax Conference Audit Session, Philadelphia, Pennsylvania, May 2006
· Presenter, "States Near Ohio... Tax Advice for Companies - Kentucky and Tennessee Update," 15th Annual Ohio Tax Conference, Columbus, Ohio, January 2006
· Presenter, "Kentucky Tax Cases of Interest," KSCPA Kentucky State Tax Conference, Louisville, Kentucky, January 2006
· Presenter, "Kentucky Tax Modernization," Kentucky Tax Institute, Louisville, Kentucky, November 2005
· Presenter, "Understanding How the Kentucky Tax Modernization Act Impacts Business," Morgan Keegan & Company, Churchill Downs, Louisville, Kentucky, November 2005
· Presenter, "Tax Modernization," Morgan Keegan & Company, Lexington, Kentucky, October 2005
· Presenter, "Understanding How the Kentucky Tax Modernization Act Impacts Business, Louisville Bar Association, Louisville, Kentucky, October 2005
· Panelist Presenter, "Cuno and its Impact," 26th Annual NASBTS Meeting, Washington, D.C., October 2005
· Panelist, "Southeast Roundtable - Kentucky Update," 12th Annual Paul J. Hartman Vanderbilt University State and Local Tax Forum, Nashville, Tennessee, October 2005
· Presenter, "Understanding How the Kentucky Tax Modernization Act Impacts Your Business," Greater Louisville, Inc., Louisville, Kentucky, August 2005
· Presenter, "The New Business Tax Code, 2005 Kentucky Tax Modernization, H.B. 272," Business First Law Talk Seminar, Louisville, Kentucky, June 2005
· Presenter, "Understanding the New Business Tax Code, 2005 Kentucky Tax Modernization, H.B. 272," Corporate and Commercial Practice Group Presentation, Louisville, Kentucky, June 2005
· Presenter, "Understanding the New Business Tax Code," Kentucky Chamber of Commerce 2005 Tax Modernization Seminar, Louisville and Lexington, Kentucky, May - June 2005
· Presenter, "Kentucky Tax Cases of Interest," Tax Executives Institute (TEI), Kentucky Chapter, Frankfort, Kentucky, April 2005
· Panelist Presenter, IPT/ABA Section on Taxation 14th Annual Advanced Property Tax Conference, New Orleans, Louisiana, March 2005
· Presenter, "Litigating a State Tax Case," 2005 COST Beginning Income Tax School, Georgia Tech University, Atlanta, Georgia, January 2005
· Presenter, "How To Present a SALT Case in Our Electronic Age," ABA Section on Taxation 2005 Mid-Year Meeting, San Diego, California, January 2005
· Presenter, "Kentucky Tax Cases of Interest," KSCPA Kentucky State Tax Conference, Louisville, Kentucky, January 2005
· Presenter, IPT, Louisville Chapter Update, Louisville, Kentucky, December 2004
· Presenter, "What's Hot in the Commonwealth," and "A Kentucky Overview of Tax Modernization," 2004 WVSCPA Regional Multi-State Tax Seminar, White Sulphur Springs, West Virginia, December 2004
· Panelist, "Southeast Roundtable - Kentucky Update," 11th Annual Paul J. Hartman Vanderbilt University State and Local Tax Forum, Nashville, Tennessee, October 2004
· Presenter, "Streamlined Sales and Use Tax Project (SSTP)," IPT, Louisville Chapter, Louisville, Kentucky, September 2004
· Presenter, "Litigating a State Tax Case," 2004 COST Beginning Income Tax School, American Airlines Conference & Training Center, Dallas/Ft. Worth, Texas, January 2004
· Presenter, "Kentucky Tax Cases of Interest," KSCPA Kentucky State Tax Conference, Louisville, Kentucky, January 2004
· Presenter, "Hot Topics - Kentucky" and "Kentucky Overview," 2003 WVSCPA Regional Multi-State Tax Conference, Charleston, West Virginia, November 2003
· Panelist Presenter, "Kentucky Tax and Spending Reform," GLI's 2003 GLIDE Conference, Louisville, Kentucky, Fall 2003
· Panelist, "Southeast Roundtable - Kentucky Update," 10th Annual Paul J. Hartman Vanderbilt University State and Local Tax Forum, Nashville, Tennessee, October 2003
· Presenter, "Criminal Penalties in State and Local Tax Matters - A Sampling of the Issues," 2003 IPT Annual Property Tax Symposium, Ft. Lauderdale, Florida, September 2003
· Presenter, "Establishing and Maintaining Your Company's Relationship with the IRS," 9th Annual Reengineering Tax Summit, Chicago, Illinois, May 30, 2003
· Presenter, "After the Audit: Successfully Managing State Tax Disputes," Tennessee Chapter Tax Executives Institute (TEI), Nashville, Tennessee, April 23, 2003
· Presenter, "Recent Kentucky Tax Cases of Interest," Kentucky Chapter Tax Executives Institute (TEI), Frankfort, Kentucky, April 16, 2003
· Panelist Presenter, "SALT Matters in a Bankruptcy/Workout Situation: Tread Lightly," ABA Section on Taxation Mid-Year Meeting, San Antonio, Texas, January 27, 2003
· Presenter, "Kentucky Tax Cases of Interest," KSCPA Kentucky State Tax Conference, Louisville, Kentucky, January 6, 2003
· Presenter, "Kentucky Overview," 2002 WVCPA Regional Multi-State Tax Seminar, Glade Springs Resort, Daniels, West Virginia, October 24-25, 2002
· Presenter, "Hot Topics - - Kentucky," 2002 WVCPA Regional Multi-State Tax Seminar, Glade Springs Resort, Daniels, West Virginia, October 24-25, 2002
· Panelist Presenter, "Criminal Penalties in State and Local Tax Matters - a Sampling of the Issues," COST 2002 Fall Audit Session, Denver, Colorado, October 23, 2002
· Panelist, "Southeast Roundtable - Kentucky Update", 9th Annual Paul J. Hartman Vanderbilt University State and Local Tax Forum, Nashville, Tennessee, October 17-18, 2002
· Panelist Presenter, "One State's Perspective, Unauthorized Practice of Law and Kentucky Administrative Hearings," 2002 IPT Annual Property Tax Symposium, Monterey, California, September 24-27, 2002
· Presenter, "Kentucky Sales/Use Tax Update," KSCPA Summer CPE Session, San Destin, Florida, July 2002
· Presenter, "Defining Sales and Use Tax Audits in Kentucky," KSCPA Summer CPE Session, San Destin, Florida, July 2002
· Presenter, "Kentucky Tax Cases of Interest," Kentucky Chapter Tax Executives Institute (TEI), Frankfort, Kentucky, April 25, 2002
· Panelist Presenter, "Current Events in Property Tax Exemption for Nonprofits," 11th Annual IPT/ABA Section on Taxation Advanced Property Tax Conference - - Tax Exempt Property Session, New Orleans, Louisiana, March 7-8, 2002
· Moderator and Presenter, "The Do's and Don'ts of Practice Before State Tax Agencies," ABA Section on Taxation Mid-Year Meeting, New Orleans, Louisiana, January 18, 2002
· Presenter, "Kentucky Tax Cases of Interest," KSCPA Kentucky State Tax Conference, Louisville, Kentucky, January 4, 2002
· Panelist, "Southeast Region Update - Kentucky", 8th Annual Paul J. Hartman Vanderbilt University State and Local Tax Forum, Nashville, Tennessee, October 2001
· Presenter, "Regional Update," 5th Annual D&T Multistate Tax Institute, The National Tax Conference, Milwaukee, Wisconsin, June 28, 2001
· Presenter, "Kentucky Tax Case Update," Louisville Bar Association, Louisville, Kentucky, June 6, 2001
· Presenter, "Kentucky SALT Developments," COST 2001 Spring Audit Session, San Diego, California, April 30, 2001
· Presenter, "Kentucky Update," Kentucky Chapter Tax Executives Institute (TEI), Lexington, Kentucky, April 19, 2001
· Panelist Presenter, "Current Developments and Update: Legislation, Cases and Regulations," 10th Annual IPT/ABA Section on Taxation Advanced Sales & Use Tax Seminar, New Orleans, Louisiana, March 21, 2001
· Panelist, "Show Me The Money - What State Tax Means To The Financial Statement," COST 2001 Income Tax Conference, Charleston, South Carolina, February 22, 2001
· Panelist, "Statistical Sampling and Expert Witnesses in State Tax Litigation," ABA Section on Taxation Mid-Year Meeting, Scottsdale, Arizona, January 12, 2001
· Presenter, "Update on Kentucky Tax Cases," KSCPA Kentucky State Tax Conference, Louisville, Kentucky, January 5, 2001
· Presenter, "Tax Issues for High-Tech Companies," Lorman Education Services Seminar, Nashville, Tennessee, December 12, 2000
· Presenter, "Can SALT Matters Make You Money? You Bet They Can," Kentucky Chamber of Commerce Kentucky Tax Forum, Louisville, Kentucky, December 6, 2000
· Panelist, "Non-Tax Issues in Reorganizations," 7th Annual Paul J. Hartman Vanderbilt University State and Local Tax Forum, Nashville, Tennessee, October 19, 2000
· Presenter, "Financial Statement Implications of State Tax Issues," 2000 COST Great Issues Income Tax Conference, Blayne, Washington, August 2000
· Presenter, "Kentucky Cases Update," Kentucky Chapter Tax Executives Institute (TEI), Lexington, Kentucky, April 20, 2000
· Panelist, "Sales and Use Tax Audit Issues - Statistical Sampling: An Overview of One State's Case Law," Ninth Annual IPT/ABA Section on Taxation Advanced Sales/Use Tax Seminar, New Orleans, Louisiana, March 22, 2000
· Presenter, "Update on Recent Kentucky Cases," KSCPA Kentucky State Tax Conference, Louisville, Kentucky, January 2000
· Panel Moderator, "No Taxation Without Factor Representation," ABA Section on Taxation Mid-Year Meeting, San Diego, California, January 2000
· Presenter, "Recent and Pending Cases and Judicial Decisions," KSCPA Kentucky State Tax Conference, Louisville, Kentucky, January 7, 2000
· Presenter, "Legislative/Judicial Update: East -- Southeast Region Update," 1999 IPT Annual Property Tax Symposium, Indian Wells, California, November 14, 1999
· Panelist Presenter, "Financial Statement Implications in State and Local Taxes," 6th Annual Paul J. Hartman Vanderbilt University State and Local Tax Forum, Nashville, Tennessee, October 1999
· Panelist, "Current Sales and Use Tax Issues - What's Hot and What's Not," 8th Annual IPT/ABA Section on Taxation Advanced Sales/Use Tax Seminar, New Orleans, Louisiana, March, 1999
· Panelist Presenter, "Nationwide Overview of Sales & Use Tax on Direct Mail and Advertising Inserts," 8th Annual IPT/ABA Section on Taxation Advanced Sales/Use Tax Seminar, New Orleans, Louisiana, March 1999
· Presenter, "Recent and Pending Cases and Judicial Decisions," KSCPA Kentucky State Tax Conference, Louisville, Kentucky, January 1999
· Presenter, "Sales and Use Tax Update," KSCPA Louisville Chapter, Louisville, Kentucky, November 1998
· Presenter, "Kentucky's Financial Institutions Tax," KSCPA's Financial Institutions Conference, Louisville, Kentucky, October 1998
· Presenter, "IRS Tax Audit/Examination and Appeal Procedures," KSCPA 16th Annual Conference for CPAs in Industry, Louisville, Kentucky, September 1998
· Panelist Presenter, "Assuming Geoffrey is Correct, What Does it Mean?" ABA Annual Meeting, Section on Taxation, Toronto, Ontario, August 1998
· Presenter, "Kentucky's Recycling Tax Credit," Kentucky Chamber of Commerce Environmental Seminar, Lexington, Kentucky, July 1998
· Panelist Presenter, "Internal Revenue Service Audit/Tax Controversies and Audit Issues Common to Equine Operations," 1998 National Conference on Equine Law, University of Kentucky, Lexington, Kentucky, April 1998
· Presenter, "Tax and Benefits Hot Buttons for 1998," Louisville Bar Association, Louisville, Kentucky, February 1998
· Presenter, "Update on Recent Kentucky Cases and Judicial Decisions," KSCPA Kentucky State Tax Conference, Louisville, Kentucky, January 1998
· Presenter, "Kentucky Tax Update," Kentucky Chapter Tax Executives Institute (TEI), Louisville, Kentucky, November 1997
· Presenter, "Kentucky State Tax Issues Update," PESI Seminar, Louisville, Kentucky, July 1997
· Presenter, "Kentucky Sales and Use Tax Update," NBI Seminar, Louisville, Kentucky, May 1997
· Presenter, "Update on Sales and Use Tax," KSCPA Kentucky State Tax Conference, Louisville, Kentucky, January 1997
· Presenter, "Kentucky Tax Update," KSCPA Louisville Chapter, Louisville, Kentucky, December 1996
· Presenter, "Property Tax Law," NBI Seminar, September 1996
· Presenter, "Kentucky State Tax Issues Update," PESI Seminar, Louisville, Kentucky, June 1996
· Presenter, "Kentucky Tax Update," Federal Bar Association, Louisville Chapter, Louisville, Kentucky, March 1996
· Presenter, "Sales and Use Tax of Contractors," KSCPA Kentucky State Tax Conference, Louisville, Kentucky, January 1996
· Presenter, "Kentucky Sales and Use Tax and Successor Liability Update," KSCPA Louisville Chapter, November 1995
· Presenter, "Kentucky Tax Update," Kentucky Chapter, Tax Executives Institute (TEI), Louisville, Kentucky, October 1995
· Program Chair, "An Overview of Kentucky's Healthcare Provider Tax: From the Basics to the Policies Driving It," Louisville Bar Association, Louisville, Kentucky, June 1995
· Program Chair and panelist, "Attorneys, Taxes & Ethics," 1995 Kentucky Bar Association Annual Convention, Louisville, Kentucky, June 1995
· Program Chair, "Annual Tax Law Update," Louisville Bar Association, Louisville, Kentucky, April 1995
· Presenter, "Bank Shares Tax Update" 15th Annual Legal Issues for Financial Institutions Conference, University of Kentucky, Lexington, Kentucky, March 1995
· Presenter, "Effective Representation before the IRS Collection Division," National Business Institute, Louisville, Kentucky, January 1995
· Presenter, "State Tax Litigation Update," KCA Coal Industry Tax Seminar, Lexington, Kentucky, December 1994
· Panelist presenter, "Tax Planning in Divorce," 1994 Kentucky Bar Association Annual Convention, Lexington, Kentucky, June 1994
· Panelist presenter, "Ethics in Taxation," Louisville Bar Association, Louisville, Kentucky, September 1992