ACG University: “Venture Capital Investing in the Current Market” (moderator; January 7, 2020)
BHBM 36th Annual CPA Seminar – Mandeville and Metairie: “Federal and State Tax Update” (October 23 and November 5, 2019)
BHBM Seminar for Trustees: “Recent Developments” (July 18, 2019)
BHBM 36th Annual CPA Seminar – Lafayette: “Choice of Business Entity Including In-Depth Review of 199A” (June 13, 2019)
Strafford (live webinar): “Updating Estate Plans After Tax Reform” (May 21, 2019)
BHBM 36th Annual Estate Planning Seminar for Life Underwriters: “Tax Law Update” (May 15, 2019)
Society of Financial Service Professionals New Orleans Chapter Sections Day Seminar: “Tax Cuts and Jobs Act” (March 19, 2019)
ACG University: “Life as a Portfolio Company: What it’s like to be a portfolio company of a private equity firm” (moderator; January 10, 2019)
Strafford (live webinar): “Year-End Charitable Planning After Tax Reform” (December 11, 2018)
BHBM 35th Annual CPA Seminar: “Choice of Business Entity Including In-Depth Review of 199A Guidance” (October 17 & November 1, 2018)
National Business Institute Estate Administration Boot Camp: “Portability and Estate, Gift, GST Taxes” (September 12, 2018)
BHBM 35th Annual Estate Planning Seminar for Life Underwriters: “Tax Law Update” (May 16, 2018)
Jefferson Economic Development Commission (JEDCO) Business Workshop: “Small Business Succession Plan” (April 25, 2018)
Society of Financial Service Professionals New Orleans Chapter Sections Day Seminar: “2017 Tax Reform Act” (April 18, 2018)
Offshore Marine Service Association Louisiana Tax Conference: “Making the Changes Work for your Business / Don’t Let the ‘Pay-Fors’ be Pitfalls / Providing for the Future” (March 28, 2018)
Association of Corporate Counsel: “Planning to Take Advantage of the Trump Tax Bill” (March 21, 2018)
WorkBoat Professional Series – New Orleans: “Recent Developments in Taxation” (November 30, 2017)
BHBM 34th Annual CPA Seminar – Metairie: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” (November 8, 2017)
BHBM 34th Annual CPA Seminar – Covington: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” (October 18, 2017)
National Business Institute: “Income and Estate Tax Essentials for Wills and Trusts” (September 14, 2017)
Strafford: “Private Foundations in Estate Planning: Structuring Tax-Efficient Charitable Legacies” (September 5, 2017)
BHBM Seminar for Trustees: “Recent Developments” (July 19, 2017)
BHBM Estate Planning Seminar for Life Underwriters: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” (May 10, 2017)
Society of Financial Service Professionals Sections Day Seminar: “Passing on the Keys to the Family-Owned Business: The Dynamics” (March 22, 2017)
BHBM 33rd Annual CPA Seminar – Metairie: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” (November 16, 2016)
BHBM 33rd Annual CPA Seminar – Covington: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” (October 19, 2016)
National Business Institute (NBI): “Estate Planning from A to Z: Grantor Trusts” (September 15, 2016)
Offshore Marine Service Association (OMSA) Louisiana Tax Conference: “A Legal Perspective of the Louisiana Tax Updates” (May 20, 2016)
BHBM 33rd Annual Estate Planning Seminar for Life Underwriters: “Irrevocable Life Insurance Trusts – Fixing Broken Trusts” (May 18, 2016)
Society of Financial Service Professionals New Orleans Chapter Sections Day Seminar: “Business Succession Planning” (March 2, 2016)
WorkBoat Professional Series – New Orleans: “Planning for Acquisitions and Divestitures” (December 2, 2015)
BHBM 32nd Annual CPA Seminar – New Orleans: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” (November 17, 2015)
Association for Corporate Growth (ACG) Taste of New Orleans Panel – “Post-Closing Transaction Issues” (November 4, 2015)
BHBM 32nd Annual CPA Seminar – Covington: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” (October 28, 2015)
Offshore Marine Service Association (OMSA) 4Q Membership Meeting: “Recent Changes in Louisiana Tax and Corporate Statutes” (September 30, 2015)
WorkBoat Strategic Leadership Development Program Webinar: “Tax Issues Regarding Marine Maintenance” (July 22, 2015)
BHBM 32nd Annual Life Insurance Seminar: “Federal & State Tax Law Updates” (May 14, 2015)
WorkBoat Maintenance & Repair Conference: “Tax Issues Regarding Marine Maintenance” (April 15, 2015)
Society of Financial Service Professionals New Orleans Chapter Sections Day Seminar: “Estate Planning After ATRA and Compliance Issues” (March 11, 2015)
WorkBoat Professional Series – New Orleans: “Financing Jones Act Vessel Assets” (December 4, 2014)
BHBM 31st Annual CPA Seminar – New Orleans: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” (November 11, 2014)
BHBM 31st Annual CPA Seminar – Covington: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” (October 28, 2014)
BHBM 31st Annual Life Insurance Seminar: “Federal Tax Law Updates” (May 14, 2014)
Society of Financial Service Professionals New Orleans Chapter Sections Day Seminar: “Business Succession Planning” (March 26, 2014)
