Jeff provides sophisticated state and local tax planning, strategic advice, and advocacy to numerous Fortune 100 and industry-leading companies.
His comprehensive practice includes state and local tax planning, compliance, legislation and policy, and litigation and controversy matters involving income, franchise, sales and use, and property taxes. Jeff’s clients span a variety of industries, including e-commerce, energy, technology, and telecommunications.
A recognized thought leader on state and local tax issues, Jeff works on high-profile and precedent-setting litigation and controversy matters across the country. These matters impact critical questions on nexus, apportionment, the Multistate Tax Compact and the equal protection, due process, and commerce clauses of the United States Constitution. Jeff is also a well-respected advocate on issues of tax policy, including the taxation of digital economy transactions.
Prior to joining Eversheds Sutherland (US), Jeff was a partner in KPMG’s Washington national tax practice; served as an attorney-adviser in the U.S. Department of the Treasury’s Office of Tax Policy, where he assisted with the development of the U.S. government's position on domestic and international electronic commerce tax issues; and served as vice president and counsel of the Committee (now Council) On State Taxation (COST).
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- Representing a large broadcasting and cable company before the Tennessee courts in a dispute over the proper composition of the company’s Tennessee apportionment factor.
- Prevailed at trial and on appeal in California state courts on income tax issue (unitary business) for national broadcasting and cable company.
- Prevailed at trial and on appeal on Wisconsin income tax issue for a global software company.
- Representing a large broadcasting and cable company in a significant dispute with the New York Department of Taxation and Finance regarding the availability of investment tax credits.
- Representing a large broadcasting and cable company before the Tennessee courts in a dispute over the proper composition of the company’s Tennessee apportionment factor.
- When One Size Doesn't Fit All: The Limitations of the Single Sales Factor, April 21, 2026, COST 2026 Spring Meeting and Audit Sessions
- Unitary Business Principle & Combined Reporting, April 20, 2026, TEI State and Local Tax (SALT) Essentials Course
- Constitutional Limitations on State Taxation, March 26, 2026, TEI State and Local Tax Essentials Course
- SALT Litigation Update, March 23, 2026, TEI Virginia Chapter March Meeting
- Everything Everywhere All at Once: State Taxation of Ads, Data, and Information Services, March 17, 2026, TEI 76th Midyear Conference
- Litigating the Digital Frontier: State Tax Cases Driving Change, March 3, 2026, COST SALT in a Digital World Workshop
- Sourcing Receipts with Confidence: Taxpayer Strategies in a Fragmented Landscape, February 25, 2026, TEI Seattle Tax Symposium
- What's in store: Recent marketplace developments, February 17, 2026, Eversheds Sutherland webcast
- Update on Taxation of Digital Goods/Services, December 3, 2025, COST Pacific Northwest Regional State Tax Seminar
- Tax Appeals, November 18, 2025, NCSL Fiscal Institute Symposium
- Constitutional Limitations on State Taxation, November 8, 2025, NYU School of Professional Studies SALT Institute
- Hot Constitutional Topics in SALT, October 28, 2025, Paul J. Hartman 32nd Annual State and Local Tax Forum
- Current Developments: the Good, the Bad, the Strange, October 27, 2025, WSATA Annual Meeting
- State Tax Litigation, September 29, 2025, BTI Annual Conference
- Washington Department of Revenue Interim Guidance on SB 5814, September 26, 2025, Eversheds Sutherland webcast
- Managing your State Tax Controversy, September 24, 2025, TEI Seattle SALT Day
- Washington Sales Tax on Advertising, September 24, 2025, TEI Seattle SALT Day
- Pressing SALT Issues for 2025/2026 – All in One Hour!, September 19, 2025, COST 56th Annual Meeting
- Current Developments: the Good, the Bad, the Strange, September 9, 2025, MSATA Annual Meeting
- Current Developments: the Good, the Bad, the Strange, August 26, 2025, NESTOA Annual Meeting
- Significant Litigation, Legislative Proposals and Trends, August 13, 2025, COST SALT Technology Workshop
- Not As Advertised: Washington’s Sales Tax Expansion, August 8, 2025, Eversheds Sutherland webcast
- Overview of State Corporate Income Taxation, July 22, 2025, NYU Introduction to State and Local Taxation
- US Constitutional and Other Federal Constraints on State Taxation, July 21, 2025, NYU Introduction to State and Local Taxation
- Current Developments: the Good, the Bad, the Strange, July 8, 2025, SEATA Annual Conference
- What's in store: Recent marketplace developments, June 18, 2025, Eversheds Sutherland webcast
- Current Developments: the Good, the Bad, the Strange, June 10, 2025, FTA Annual Meeting
- The One-Legged Stool: Problems with States’ Apportionment Formulas, June 5, 2025, Villanova University Graduate Tax Program Third Annual State and Local Tax Forum
- The Where and What of State Corporate Income Tax, June 3, 2025, TEI Region 9 Conference
- Apportionment Overview, May 21, 2025, TEI Region 10 Tax Conference
- What Every Executive Should Know about State and Local Tax, May 22, 2025, TEI Region 10 Tax Conference
- C-SALT: What Every Executive Should Know about State and Local Tax, May 14, 2025, TEI Denver Chapter SALT Day
- Litigation and Legislative Roundup, May 14, 2025, TEI Denver Chapter SALT Day
- Significant State Tax Litigation and Its Consequences, May 6, 2025, TEI Houston Chapter Tax School
- Constitutional Issues, May 1, 2025, COST Spring Meeting
- SALT Legislative Update: Oh, We’re Halfway There (Almost), February 26, 2025, Eversheds Sutherland Post-Election Webinar Series
- What Every Executive Should Know about SALT, February 25, 2025, TEI Seattle Tax Forum
- Overview and Preview of Federal Constitutional Issues, December 16, 2024, NYU School of Professional Studies Institute on State and Local Taxation
- SALT Litigation Update, December 11, 2024, New Mexico Tax Symposium
- Managing SALT Controversy: Managing Best Practices for In-House Folks, December 5, 2024, TEI NY Chapter 61st Annual Symposium
- Uniformly Not Uniform, December 2, 2024, TEI/IPT Silicon Valley SALT Conference
- To Pay or Not to Pay, That is the Question!, December 2, 2024, TEI/IPT Silicon Valley SALT Conference
- 2024 Litigation and Legislative Roundup, December 2, 2024, TEI/IPT Silicon Valley SALT Conference
- New Developments in the SALT Mine!, October 30, 2024, WSATA Annual Meeting
- Unlocking Potential: Tax Department Leadership in a Changing World, October 28, 2024, TEI 79th Annual Conference
- State Tax Litigation, October 21, 2024, BTI Annual Conference
- Current Developments: the Good, the Bad, the Strange, October 1, 2024, MSATA Annual Meeting
- Strategic State Tax Decisions: Pay or Don’t Pay?, September 26, 2024, TEI Monthly CTO Discussion Group Series
- The Impact of Loper Bright on State Tax Authority and Taxpayer Deference, September 25, 2024, COST 55th Annual Meeting
- Are You Gross? Net?, September 18, 2024, TEI Seattle SALT Day
- WA DOR Update, September 18, 2024, TEI Seattle SALT Day
- Uniformly Not Uniform, September 18, 2024, TEI Seattle SALT Day
- Audit Therapy: An Interactive Discussion of Industry Personnel Sharing Experiences, September 12, 2024, TEI Audits & Appeals Seminar
- Anticipating State Tax Audits and Controversy: Managing Audit Triggers and Aggressive Positions, September 11, 2024, TEI Audits & Appeals Seminar
- New Developments in the SALT Mine!, August 22, 2024, Northeastern States Tax Officials Association (NESTOA) Annual Meeting
- Top 10 Income and Transactional Tax Cases Impacting the Tech Industry, August 14, 2024, COST State and Local Tax Workshop for Technology Companies
- New Developments in the SALT Mine!, July 16, 2024, SEATA 2024 Annual Meeting
- I Want to Break Free: The Internet Tax Freedom Act 101, July 9, 2024, California Taxpayers Association (CalTax) Foundation webcast
- Current Developments: The Good, the Bad, the Strange, June 10, 2024, 2024 FTA Annual Meeting
- Understanding “It”: Tangible Personal Property, a Service, an Intangible, or Something Else?, June 6, 2024, Villanova University Second Annual SALT Forum
- Apportionment – SALT in the Wound, May 23, 2024, TEI Region 10 Annual Conference
- Income Tax is Cooler, May 8, 2024, TEI Denver Chapter SALT Day
- State Tax Bronco Rodeo, May 8, 2024, TEI Denver Chapter SALT Day
- What’s in Store – Recent Marketplace Developments, May 8, 2024, TEI Denver Chapter SALT Day
- SALT in the Wound, May 1, 2024, COST Spring Conference
- AI Can't Fix SALT, April 29, 2024, TEI – Region 9 Annual Conference
- Recent Marketplace Developments, April 22, 2024, Eversheds Sutherland
- State Tax Controversy Rodeo, February 28, 2024, TEI Seattle Tax Forum
- State tax provision chaos, January 24, 2024, TEI NY Chapter webcast
- Resisting the Siren Song of Gross Receipts Taxes: From the Middle Ages to Maryland’s Tax on Digital Advertising, January 17, 2024, UConn Panel honoring Professor Rick Pomp
- Overview and Preview of Federal Constitutional Issues, December 11, 2023, 42nd Annual Institute on State and Local Taxation
- Discussion of State Tax Cases, Issues & Policy Matters to Watch, December 6, 2023, Pacific Northwest Regional State Tax Seminar
- Transfer Pricing and Intercompany Transactions, December 6, 2023, Pacific Northwest Regional State Tax Seminar
- Transfer Pricing and Intercompnay Transactions, December 5, 2023, TEI & IPT Silicon Valley SALT Seminar
- Income Tax is Cooler, December 5, 2023, TEI & IPT Silicon Valley SALT Seminar
- 2023 Litigation and Legislative Roundup, December 5, 2023, TEI & IPT Silicon Valley SALT Seminar
- State and Local Tax Update, November 14, 2023, NJCPA Multistate Conference
- 30 Years of Supreme Court Decisions, October 25, 2023, Paul J. Hartman SALT Forum
- 86-272 Sourcing and Nexus, October 25, 2023, Paul J. Hartman SALT Forum
- State Tax Litigation, October 23, 2023, BTI Annual Conference
- 2024 and Beyond: The Acceleration of Business Tax Purposes, October 18, 2023, COST 54th Annual Conference
- Why SALT isn’t Kosher?, September 20, 2023, SALT updates
- No, Income Tax Is Cooler, September 20, 2023, SALT updates
- WA DOR update, September 20, 2023, SALT updates
- Update on States' Digital Services Tax Initiatives, August 16, 2023, COST State and Local Tax Workshop for Tech Companies
- US Constitutional Constraints and Other Federal Constraints on State Taxation, July 24, 2023, NYU Introduction to State and Local Tax Conference
- Introduction to Sales and Use Taxation, July 24, 2023, NYU Introduction to State and Local Tax Conference
- What's not Kosher about SALT?, July 13, 2023, Seattle Tax Officers Quarterly Meeting
- The SALT Litigation Landscape: Trends & Developments, June 21, 2023
- Controversy Panel, June 1, 2023, Villanova SALT Forum
- SALT Controversy Update, May 17, 2023, TEI Orange County SALT Day
- Use Tax Considerations for Purchase of Software and Digital Products/Services, May 17, 2023, TEI Orange County SALT Day
- Important State Tax Legislation in 2023, May 17, 2023, TEI Orange County SALT Day
- State and Local Tax Update, May 10, 2023, TEI Denver SALT Day
- Why State and Local Tax is Awesome!, May 10, 2023, TEI Denver SALT Day
- What's Happening with Digital Service Taxes (DST), April 11, 2023, COST 2023 Sales Tax Conference
- SALT Legislative Update, March 30, 2023, TEI Virginia
- Use Tax Considerations for Purchases of Software and Digital Products/Services, March 30, 2023, TEI Virginia
- What’s Happening with Digital Service Taxes (DST) and Taxes on Digital Products? – The New Frontier, February 22, 2023, COST Sales Tax Conference & Audit Session
- SALT Controversy Update, February 15, 2023, TEI Seattle
- Federal and State/Local Impact of the Pandemic; Tax Practice in a Post-COVID World, December 14, 2022, TEI NY 2022 Symposium
- Preview: Federal Constitutional Issues, December 12, 2022, NYU SALT Conference
- SALT Litigation and Legislation update, November 16, 2022, NJCPA
- Marketplace Implementation Issues, November 15, 2022, MTC Fall Committee Meeting
- Litigation Trends in State Taxation, October 31, 2022, BTI Annual Conference
- A Tax Family Feud: An Interactive Discussion of Tax Department Challenges and Opportunities, October 25, 2022, 77th TEI Annual Conference
- Extreme Apportionment - Bad facts make bad factors, October 20, 2022, Paul J. Hartman Annual Meeting
- SALT Update, September 28, 2022, TEI Seattle Chapter
- Digital Goods and Services - Where We Have Been and Where We Are Going, September 28, 2022, TEI Seattle Chapter
- Why SALT is Awesome, September 28, 2022, TEI Seattle Chapter
- Anticipating State Tax Audits and Controversy: Managing Audit Triggers and Aggressive Positions, September 22, 2022, TEI Audits and Appeals
- Writing Persuasive and Effective Audit Protests, September 22, 2022, TEI Audits and Appeals
- Audit Therapy: An Interactive Discussion of Industry Personnel Sharing Experiences, September 22, 2022, TEI Audits and Appeals
- Marketplace Implementation Issues, August 2, 2022, 55th Annual Meeting Seminar MTC Conference
- Discussion of State Tax Cases, Issues & Policy Matters to Watch, July 14, 2022, COST Mid-Atlantic Regional State Tax Seminar
- Maryland's Digital Tax: A Case Study in Taxing Digital Items, June 22, 2022, FTA Annual Meeting
- SALT Update: Trends & Developments, June 16, 2022, TEI NY Chapter
- 2022 Litigation Roundup, May 19, 2022, TEI LA Chapter - SALT
- Combined Reporting - 80/20's and Other Issues, May 19, 2022, TEI LA Chapter - SALT
- Taxation on Digital Goods and Services, May 19, 2022, TEI LA Chapter - SALT
- Audit Panel - Best Practices, Tips, etc., May 17, 2022, TEI Region 10 Annual Conference
- State Tax Update, May 10, 2022, BTI Spring Board Meeting
- Combined Reporting – 80/20’s and Other Issues, April 26, 2022, COST Income Tax Conference
- 2022 Litigation Roundup, April 22, 2022, TEI Portland SALT Day
- Tax Implications and Considerations of Cryptocurrency, April 22, 2022, TEI Portland SALT Day
- Litigation and Legislative Round Up, April 21, 2022, TEI Silicon Valley SALT Day
- Market Sourcing – Not So Fair Apportionment, April 21, 2022, TEI Silicon Valley SALT Day
- Tax Implications and Considerations for Cryptocurrency, April 21, 2022, TEI Silicon Valley SALT Day
- The SALT Litigation Landscape: Trends & Developments, April 6, 2022, TEI Denver Virtual SALT Day
- All Things Digital – The Global Taxation of Digital Goods and Services, March 22, 2022, TEI’s 72nd Midyear Conference
- Year End Round Up and 2022 Predictions, March 7, 2022, TEI & Thompson Reuters Corporate Tax webinar
- Recent Marketplace Developments, February 24, 2022, Eversheds Sutherland
- Recent Marketplace Developments, February 22, 2022, Eversheds Sutherland
- Domestic M&A Considerations, February 17, 2022, UW TEI
- 2021 Review and What to look Forward to in 2022, January 12, 2022, Eversheds Sutherland Marketplace Webcast
- Multistate Update, November 19, 2021, NJCPA Multistate Tax Conference
- Ongoing Teleworking and Multiple Workplace Issues Like Nexus for Employers, Convenience of the Employer Rules, etc., November 10, 2021, Advanced Tax Institute of the Maryland Bar and Maryland CPAs
- Taxation of Digital Goods & Services, October 27, 2021, Hartman SALT Forum
- Litigation Trends, October 25, 2021, BTI Annual Conference
- State Tax Update, September 29, 2021, TEI Seattle SALT webcast series
- State Tax Update, September 28, 2021, TEI Seattle SALT webcast series
- Marketplace Insights from Bloomberg Tax's 2021 Survey of the States, September 9, 2021, Eversheds Sutherland
- Conversation on Major Current State Tax Issues, August 4, 2021, Washington State University Tax Conference
- 2021 Bloomberg Tax Survey, July 27, 2021, Bloomberg
- Income Tax Implications of Being a Marketplace Facilitator, June 15, 2021
- State of the States, June 9, 2021, TEI Region 8 Conference
- Marketplace 101, May 27, 2021, Eversheds Sutherland
- Recent Nationwide SALT Developments, May 26, 2021, North Carolina Bar Association Tax Section
- State Tax Information Reporting and Disclosure Requirements, May 18, 2021, TEI Denver SALT webcast
- SALT Litigation Update, May 18, 2021, TEI Denver SALT webcast
- State Tax Information Reporting and Disclosure Requirements, April 20, 2021, TEI Seattle webcast series
- California Update for Non-California-based Businesses, April 13, 2021, TEI Seattle webcast series
- Legislation Can Be Taxing, April 13, 2021, TEI Seattle webcast series
- 2021 Marketplace Legislation Update, April 8, 2021, Eversheds Sutherland
- SALT Update and Combined Reporting, April 6, 2021, TEI Seattle webcast series
- No-FAIR: Tax Injunction Act Reform, April 6, 2021, TEI Seattle webcast series
- Lessons From Your COVID-19 Playbook – Preparing for Future Disruptions, March 24, 2021, TEI Midyear Conference
- TEI’s 71st Midyear Conference, March 22-25, 2021
- TEI Richmond Chapter – SALT Session (webcast), March 18, 2021
- SALT Update and Combined Reporting, March 18, 2021, TEI Richmond
- Digital Advertising Tax Initiatives & the Continued Interest in Gross Receipts Taxes, February 24, 2021, COST 2021 Sales & Transaction Tax Webinar
- Managing Growing Multistate Tax Talent in Work-From-Home Environments, February 4, 2021, National Multistate Tax Symposium
- 2021 Marketplace Legislation Update, January 28, 2021, Eversheds Sutherland
- Eversheds Sutherland presents at the TEI New York Chapter’s 57th Annual Tax Symposium, December 9, 2020, Tax Executives Institute New York Chapter
- TEI’s 75th Annual Conference, October 26-28, 2020
- SALT issues related to worker classification and telework, September 10, 2020, Eversheds Sutherland
- Cloudy Taxation: If taxable, where and how?, September 1, 2020, TEI
- E-Commerce Sales Tax Considerations, August 24, 2020, TEI
- Walmart Wins – Discussion of the Louisiana Supreme Court’s decision and other marketplace updates, June 29, 2020, IBM
- What’s Next? Sales & Use Tax Update, June 17, 2020, TEI
- In Other News... Non-COVID-19-Related Direct Tax Updates, June 16, 2020, TEI
- SALT Litigation Update, June 11, 2020, TEI
- E-Commerce Sales Tax Considerations, May 12, 2020, TEI
- International, Federal and State Approaches to the Challenges of the Digital Economy and Taxing Global Income, April 29, 2020, COST
- Say WAt? The Latest from the Evergreen State’s DOR, February 21, 2020, UW-TEI Tax Seminar
- Feelin Salty? State and Local Tax Controversy Update, February 21, 2020, UW-TEI Tax Seminar
- Trends in the Corporate Tax Function: Looking Ahead, January 30, 2020, Florida Bar 16th Annual National Multistate Tax Symposium
- Review and Preview of Federal Constitutional Issues, December 16, 2019, NYU State and Local Taxation
- Impact and Interaction: Federal Tax Issues and the Evolution of the Impact on State and Local Tax, December 12, 2019, TEI Symposium – NY Chapter
- Multistate Tax Update, December 10, 2019, TEI Richmond Chapter training
- Discussion of National State Tax Cases, Issues and Policy Matters, December 4, 2019, COST Pacific Northwest Regional State Tax Seminar
- Special Report: Federal Tax Reform – State Conformity or Not?, December 4, 2019, COST Pacific Northwest Regional State Tax Seminar
- Multistate Tax Update, November 19, 2019, Multistate Conference
- Intersection of US & International Rules, November 12, 2019, Marketplace Luncheon
- Certiorari Granted: Essential SALT Litigation in 2019, November 8, 2019, California Tax Policy Conference
- Mandatory Combined Reporting in New Jersey, Kentucky and New Mexico, October 30, 2019, TEI 74th Annual Conference
- Interest Expense Limitations, October 29, 2019, 26th Annual Paul J. Hartman SALT Forum
- COST 50th – Where Are We Headed? What Will We See in the Next 50 Years?!, October 25, 2019, COST 50th Annual Meeting
- Litigation Trends in State Taxation, September 23, 2019, BTI Annual Conference
- 2019 Legislative Roundup: What Are the States Doing + Recent Developments, September 18, 2019, TEI Seattle Chapter Meeting
- Compliance Pains: Taxpayer and Tax Administrator Relations, September 18, 2019, TEI Seattle Chapter Meeting
- Compliance Pains: Taxpayer and Tax Administrator Relations, August 7, 2019, Multistate Tax Commission 52nd Annual Meeting Week
- Ask the Experts, July 24, 2019, COST State and Local Tax Workshop for Technology Companies
- What Gigs?: SALT Issues for the Gig Economy, July 24, 2019, COST State and Local Tax Workshop for Technology Companies
- Point-Counterpoint on Sales Tax, July 15, 2019, Washington State Tax Conference
- Point-Counterpoint on State Tax, July 15, 2019, Washington State Tax Conference
- The Next Chapter in Transfer Pricing, June 25, 2019, TEI Silicon Valley Federal Tax Day
- 2019 Litigation and Legislative Roundup, June 25, 2019, TEI Silicon Valley Federal Tax Day
- The Next Chapter in Transfer Pricing, June 4, 2019, TEI SALT Day
- 2019 Litigation and Legislative Roundup, June 4, 2019, TEI SALT Day
- Positioning Your Company for Success After Wayfair and Tax Reform (or Nuts and Bolts of Litigating a State Tax Case), May 23, 2019, 2019 Audit and Appeals Conference
- In-House Perspectives on Managing Audits and Litigation – Panel, May 22, 2019, 2019 Audit and Appeals Conference
- Strategic Considerations for Managing Your Audit and Litigation Portfolio, May 22, 2019, 2019 TEI Audit and Appeals Conference
- Litigation Roundup: Litigation Trends in State Taxation, May 15, 2019, TEI Denver SALT Day
- Indirect Tax Compliance in the Global Digital Economy, May 15, 2019, TEI Denver SALT Day
- Litigation Roundup: Litigation Trends in State Taxation, May 15, 2019, TEI Denver SALT Day
- State Indirect Tax: Wayfair & Other Notable Cases, May 6, 2019, TEI Region 9 & 10 Conference
- E-commerce Tax Updates and Digital Tax, April 30, 2019, HOTEC Conference
- Federal and State Controversy Update, April 17, 2019, TEI Seattle Chapter Meeting
- Panel on Living in the Digital World – Taxing the Digital Economy, April 3, 2019, 2019 TEI Mid-Year
- Slicing and Serving the Pie: State Filing and Apportionment Methods – No Seconds, February 22, 2019, UW-TEI Tax Forum
- National Multistate Tax Symposium, February 8, 2019
- Review and Preview of Federal Constitutional Issues: The most significant constitutional cases in state taxation over the past year, both in the US Supreme Court and in the state courts, are surveyed, December 17, 2018, 37th Annual Institute on State and Local Taxation
- Federal Tax Reform Update, December 6, 2018, Council on State Taxation (COST)
- Marketplace Collection - The Ins, Outs, and Next Chapter, December 6, 2018, Council on State Taxation (COST)
- 73rd Annual Conference, October 29-31, 2018, Tax Executives Institute (TEI)
- 49th Annual Meeting, October 23-26, 2018, Council on State Taxation (COST)
- State and Local Tax Forum, October 17-19, 2018, Paul J. Hartman
- State Tax Developments related to the Federal Tax Reform, September 20, 2018, Tax Executives Institute (TEI)
- Mid-Atlantic Regional State Tax Seminar, August 29, 2018, Council on State Taxation (COST)
- A Risky Business: Managing State and Local Taxes, June 11-13, 2018, Tax Executives Institute (TEI)
- State Tax Reform Roundtables, Summer 2018, Tax Executives Institute (TEI)
- Unitary – Who’s In / Who’s Out and Other Hot Topics, May 21-23, 2018, STARTUP
- State Income Tax: Controversy and Legislation Update, April 30 - May 2, 2018, HOTEC
- Audits & Appeals Seminar: State and Local Tax Controversy, May 2-3, 2018, Tax Executives Institute (TEI)
- The State Tax Implications of the International Tax Provisions of Federal Tax Reform, April 17-20, 2018, Council on State Taxation (COST)
- Webcast: South Dakota v. Wayfair - Insights on the Oral Argument, April 18, 2018, Tax Executives Institute (TEI), Thomson Reuters
- The State Tax Implications of the International Tax Provisions of Federal Tax Reform, April 17-20, 2018, Council On State Taxation (COST)
- Tax Executives Institute (TEI) 68th Midyear Conference, March 25-28, 2018
- TEI Richmond Chapter Meeting, March 19, 2018, Tax Executives Institute (TEI)
- Recognized by Chambers USA: Guide to Leading Business Lawyers in the area of tax (2012-2025) and tax controversy (2025)
- Recipient, NYU School of Professional Studies Paul H. Frankel Award for Outstanding Achievement in State and Local Taxation (2024)
- Recognized by The Legal 500 United States as a “Leading Lawyer” in Tax – US Taxes: Contentious (2020-2024) and as a “Leading Partner” in Tax – US Taxes: Contentious (2025)
- Recognized by The Legal 500 United States in the areas of US taxes: contentious (2011-2012, 2015, 2018-2025); US taxes: non-contentious (2016, 2018-2025); and international tax (2017-2021)
- Named to Best Lawyers in the area of tax law (2023-2026)
- Recognized by Law360 as "Tax MVP of the Year" (2014, 2022)
- Selected for inclusion in Washington, DC, Super Lawyers® (2014-2020)
- Named among the elite “Leading Lawyers” list by Legal 500 United States in the area of U.S. taxes: non-contentious (2018-2019)
- Recommended by PLC Which Lawyer? in the area of tax (2008-2012)
- Tax Notes State “Tax Lawyer of the Year” (2011)
- Tax Notes State “People to Watch” (January 2010)
- Fellow, American College of Tax Counsel
- Adjunct Professor, New York University School of Law
- Faculty Member, Council On State Taxation Income Tax School
- Faculty Member, Tax Executives Institute’s State and Local Tax School
- Member, Tax Notes State Advisory Board (2022, 2023, 2024)
- California
- District of Columbia
- Maryland
- LL.M., with distinction, Georgetown University Law Center
- J.D., with high honors, University of Maryland School of Law,
Managing Editor, The Business Lawyer
- B.S., University of Maryland