Past Speaking Engagements

• April 21, 2022 – Presenter for The Midwest Implant Institute                                                      Topic: Professional Liability and Minimizing Exposure
• March 4, 2022 – Presenter for The Ohio State University College of Dentistry                          Topic: Care and Informed Consent
• January 7, 2022 – Presenter for The North American Society of Periodontists Annual Invitational Meeting
  Topic: A Systematic, Methodical, and Consistent Way to Identify, Select, and Maintain High-Quality Team Members in a Busy Dental Implant Practice
• December 15, 2021 – Presenter for the Ohio Society of CPAs, Virtual MEGA Tax Conference
  Topic: Ethics in Tax Practice
• December 14, 2021 – Presenter for the Ohio Society of CPAs, Virtual MEGA Tax Conference
  Topic: Recent Legislation Impact on IRS Examinations & Voluntary Disclosure Initiatives
• December 8, 2021 – Presenter for the Ohio Society of CPAs, Winter CPE Conference
  Topic: An Outlook on Succession Planning
• November 18, 2021 – Presenter for the Carne e Patate Organization
  Topic: Employee Culture, Engagement, and Hiring Cont.
• November 16, 2021 – Presenter for the Ohio Society of CPAs, Ohio Virtual Accounting Shows
  Topic: Navigating a Hybrid Work Environment: Post Pandemic Work Strategy
• November 12, 2021 – Presenter for the American Academy of Implant Dentistry Annual Conference (Chicago)
  Topic: A Systematic, Methodical, and Consistent Way to Identify, Select, and Maintain High Quality Team Members in a Busy Dental Implant Practice
• November 11, 2021 – Presenter for the American Academy of Implant Dentistry Annual Conference (Chicago)
  Topic: Minimizing Disruption and Risk Reduction in a Dental Implant Practice Through Proper Set-up and Implementation of Systems and Structure
• October 26, 2021 – Presenter for the Ohio Society of CPAs, Ohio Virtual Accounting Shows
  Topic: Navigating a Hybrid Work Environment: Post Pandemic Work Strategy
• October 14, 2021 – Presenter for the Midwest Implant Institute
  Topic: Professional Liability and Minimizing Exposure
• September 24, 2021 – Presenter for the National Associate of Periodontists
  Topic: Employee Engagement and On-Boarding an Associate
• September 23, 2021 – Presenter for the Carne e Patate Organization
  Topic: Employee Engagement and the Importance of Culture
• September 17, 2021 – Presenter for the Ohio Society of CPAs, Fall CPE Conference
  Topic: An Outlook on Succession Planning
• July 29, 2021 – Presenter for the Carne e Patate Organization
  Topic: Impact of COVID, PPP, and Best Practices for Dental Practices in 2021
• May 6, 2021 – Presenter for the Midwest Implant Institute’s “[605] The Digging Out of Problems Course”
  Topic: Professional Liability and Minimizing Exposure
• May 1, 2021 – Presenter for the Midwest Implant Institute’s “[801] How to Start a Successful Implant Practice”
  Topic: The Financial Dashboard
• May 1, 2021 – Presenter for the Midwest Implant Institute’s “[801] How to Start a Successful Implant Practice”
  Topic: A Systematic, Consistent, and Methodical Way to Identify, Select, and Retain Team Members
• December 15, 2020 – Presenter for The Ohio Society of CPAs, Mega Tax Conference
  Topic: Ethics in Tax Practice: Ohio
• December 14, 2020 – Presenter for The Ohio Society of CPAs, Mega Tax Conference
  Topic: Choice of Entity: Reality vs Fantasy
• October 17, 2020 – Presenter for the Midwest Implant Institute’s “[605] The Digging Out of Problems Course”
  Topic: Professional Liability and Minimizing Exposure
• May 29, 2020 – Presenter for the Ohio State College of Dentistry
  Topic: Embezzlement in a Dental Practice
• April 23, 2020 – Presenter for Rider + Reinke Financial Group Financial Lightning Round for Graduate Student
  Topic: Associate Contracts
• April 22, 2020 – Presenter for Rider + Reinke Financial Group Financial Lightning Round for Graduate Students
  Topic: Associate Contracts
• February 28, 2020 – Presenter for the Ohio State University College of Dentistry
  Topic: Standard of Care and Informed Consent
• February 27, 2020 – Presenter for Rider + Reinke Financial Group Financial Lightning Round for D4 Students
  Topic: Associate Contracts
• December 10, 2019 – Presenter for the Ohio Society of CPAs, Mega Tax Conference
  Topic: Ethical Compliance for Tax Return Preparers and Impact of Circular 230
• December 10, 2019 – Presenter for the Ohio Society of CPAs, Mega Tax Conference
  Topic: Panel Discussion with Jonathan Olszowy, CPA on Ohio Tax Liabilities
• November 14, 2019 – Presenter for the Ohio Society of CPAs, Dayton CPE Day
  Topic: Estate Planning and Asset Protection Planning
• November 11, 2019 – Presenter for the Tax Executives Institute
  Topic: Ethical Compliance for Tax Return Preparers and Impact of Circular 230
• October 24, 2019 – Presenter for the Ohio State University College of Dentistry, Psi Omega Dental Fraternity
  Topic: Choice of Entity and Proper Structure of Dental Practice Asset Sale
• August 3, 2019 – Presenter for the Midwest Implant Institute, Fellows Symposium
  Topic: Operating a Data-Driven and Systems Driven Dental Practice
• May 31, 2019 – Presenter for the Ohio State College of Dentistry
  Topic: Embezzlement in a Dental Practice
• April 29, 2019 – Presenter for Rider + Reinke Financial Group Financial Lightning Round for Graduate Students
  Topic: Associate Contracts
• March 1, 2019 – Presenter for the Ohio State University College of Dentistry, Psi Omega Dental Fraternity, alongside Jim Boltz
  Topic: Practice and Associate Transitions: Your Next Steps After Graduation
• February 28, 2019 – Presenter for Rider + Reinke Financial Group Financial Lightning Round for D4 Students
  Topic: Associate Contracts
• December 11, 2018 – Presenter for the Ohio Society of CPAs, Mega Tax Conference
  Topic: Tax Ethics
• December 10, 2018 – Presenter for the Ohio Society of CPAs, Mega Tax Conference
  Topic: Voluntary Disclosure and Tax Amnesty Programs
• November 9, 2018 – Presenter for the Ohio Society of CPAs, Columbus Accounting Show
  Topic: When Tragedy Strikes: How to Navigate Client Issues
• November 8, 2018 – Presenter for the Ohio State University College of Dentistry, Dental Entrepreneur Society
  Topic: Associate Contracts
• October 24, 2018 – Presenter for the Ohio State University College of Dentistry, Psi Omega Dental Fraternity
  Topic: Practice and Associate Transitions: Your Next Steps After Graduation
• October 18, 2018 – Presenter for the Ohio Society of CPAs, Cleveland Accounting Show
  Topic: When Tragedy Strikes: How to Navigate Client Issues
• September 27, 2018 – Presenter for the Ohio Society of CPAs, Cincinnati Accounting Show
  Topic: When Tragedy Strikes: How to Navigate Client Issues
• June 18, 2018 – Presenter for the Ohio State College of Dentistry
  Topic: Embezzlement in a Dental Practice
• May 17, 2018 – Presenter for the Ohio Society of CPAs, Dayton Accounting Show
  Topic: When Tragedy Strikes: How to Navigate Client Issues
• April 30, 2018 – Presenter for Rider + Reinke Financial Group Financial Lightning Round for Graduate Students
  Topic: Associate Contracts
• April 5, 2018 – Presenter for Rider + Reinke Financial Group Financial Lightning Round for D4 Students
  Topic: Associate Contracts
• December 11, 2017 – Presenter for the Ohio Society of CPAs, Cincinnati Accounting Show
  Topic: The Countdown Begins to Effective Date of Drastic Changes to IRS Partnership & LLC Audit Rules
• November 10, 2017 – Presenter for the Ohio Society of CPAs, Columbus Accounting Show
  Topic: The Countdown Begins to Effective Date of Drastic Changes to IRS Partnership & LLC Audit Rules
• September 27, 2017 – Presenter for the Ohio Society of CPAs, Cincinnati Accounting Show
  Topic: The Countdown Begins to Effective Date of Drastic Changes to IRS Partnership & LLC Audit Rules
• June 9, 2017 – Presenter for the Ohio State College of Dentistry
  Topic: Embezzlement in a Dental Practice
• April 21, 2017 – Presenter for the Ohio State University College of Dentistry
  Topic: Standard of Care and Informed Consent
• February 23, 2017 – Presenter for Transitions Advisory Group
  Topic: The Business of Dentistry: An Interactive Panel Discussion
• January 20, 2017 – Presenter for the North American Society of Periodontists, 2017 Annual Invitational Meeting
  Topic: Factors Impacting Dental Practice Employers from a Labor and Employment Perspective, Including Embezzlement in a Dental Practice and Overall Management of Staff
• January 19, 2017 – Presenter for the Ohio Society of CPAs, 2017 Southwest Ohio Tax Update
  Topic: IRS Enforcement Activities
• December 13, 2016 – Presenter for the Ohio Society of CPAs, 2016 Mega Tax Day
  Topic: IRS Enforcement Activities
• December 8, 2016 – Presenter for the Ohio Society of CPAs, 2016 Northeast Ohio CPE Day
  Topic: IRS Enforcement Activities
• December 8, 2016 – Presenter for the Paragon Management Associates, Inc., Year-End Event
  Topic: CPA’s and Attorneys: Business Interview
• November 9, 2016 – Presenter for the Ohio State University College of Dentistry, Dental Entrepreneurial Society
  Topic: Employment Agreements from an Associate’s Perspective
• September 27, 2016 – Presenter for the Bank of America Practice Solutions Event
  Topic: Legal & Tax Aspects of Practice Transitions
• September 7, 2016 – Presenter for the Columbus Bar Association, Labor & Employment Committee
  Topic: IRS Employment Tax Enforcement, and the Impact on Employees
• July 8, 2016 – Presenter for the Ohio State University College of Dentistry
  Topic: Embezzlement in a Dental Practice
• June 20, 2016 – Presenter for the Ohio Society of CPAs, 2016 Akron CPE Day
  Topic: IRS Enforcement Initiatives: Where have they been, where are they, and where will they go?
• May 19, 2016 – Presenter for the Ohio Society of CPAs, 2016 Dayton Accounting Show
  Topic: IRS Collection Alternatives
• March 10, 2016 – Presenter for the Ohio State University College of Dentistry, Dental Entrepreneurial Society, alongside Jim Boltz
  Topic: Employment Contracts from an Associate’s Perspective
• December 7, 2015 – Presenter for the Ohio Society of CPAs, Mega Tax Conference
  Topic: Representation of Financially Distressed Businesses & Individuals in front of the IRS
• November 3, 2015 – Presenter for Transitions Advisory Group
  Topic: Employment Contracts from an Associate’s Perspective
• May 21, 2015 – Presenter for the Columbus Dental Society
  Topic: Embezzlement in a Dental Practice
• April 23, 2015 – Presenter for Transitions Advisory Group
  Topic: Employment Contracts from an Associate’s Perspective
• April 8, 2015 – Presenter for the Ohio State University College of Dentistry, Delta Sigma Dental Fraternity
  Topic: Employment Contracts from an Associate’s Perspective
• January 15, 2015 – Presenter for the Ohio Society of CPAs, 2015 Southwest Ohio Tax Update
  Topic: IRS Audit and Representation
• December 19, 2014 – Presenter for the Ohio Society of CPAs, 2014 Columbus Mega Tax Conference
  Topic: Due Diligence Requirements of a Tax Return Preparer
• December 10, 2014 – Presenter for GBQ Partners, In-Office Training
  Topic: Due Diligence Requirements of a Tax Return Preparer, including Circular 230
• November 19, 2014 – Presenter for Ohio Society of CPAs, 2014 Dayton Fall CPE Day Conference
  Topic: Circular 230
• November 14, 2014 – Presenter for Ohio Society of CPAs, 2014 Columbus Accounting Show
  Topic: Representation of Financially Distressed Businesses and Individuals in Front of the IRS
• September 30, 2014 – Presenter for Ohio Society of CPAs, September 2014 Lima CPE Day Conference
  Topic: Representation of Financially Distressed Businesses and Individuals in Front of the IRS
• August 22, 2014 – Presenter for Paragon Management Associates, Inc., Ohio Excelleration Seminar
  Topic: Avoiding Common Legal Mistakes Made by Dental Practices
• July 25, 2014 – Presenter for Ohio Society of CPAs, 2014 Summer CPE Conference
  Topic: Discharge of Indebtedness Income and IRS Audit Representation
• May 22, 2014 – Presenter for Ohio Society of CPAs, 2014 Dayton Accounting Show
  Topic: Discharge of Indebtedness Income and IRS Audit Representation
• April 25, 2014 – Presenter for Tumbleweed, National Periodontal Study Club
  Topic: Factors Impacting Dental Practice Employers from a Labor and Employment Perspective
• April 16, 2014 – Presenter for the Ohio State University College of Dentistry, Delta Sigma Fraternity
  Topic: Employment Contracts from an Associate’s Perspective
• December 17, 2013 – Presenter for Ohio Society of CPAs, 2013 Spring CLE Conference
  Topic: Defending the Trust Fund Investigations and IRS Audit Representation
• December 10, 2013 – Presenter for Lorman Education Services, Columbus IRS Form 1099 Reporting
  Topic: Discharge of Indebtedness Income and Worker Classification Issues
• August 9, 2013 – Presenter for Ohio Society of CPAs, 2013 Summer CPE Conference
  Topic: IRS Collection Alternatives
• May 8, 2013 – Presenter for Ohio Society of CPAs, May 2013 Spring CLE Conference
  Topic: Discharge of Indebtedness Income and IRS Audit Representation
• December 13, 2012 – Presenter for Paragon Management Associates, Inc., Year-End Review Event
  Topic: Estate Planning, Wills, Trusts, and Taxes
• November 30, 2012 – Zimmerman, Boltz & Company Conference Call Seminar
  Topic: Preparing for 2013: Tax Planning
• October 30, 2012 – Presenter for Lorman Education Services, Lorman Seminar: IRS Form 1099 Reporting: What You Need to Know
  Topic: Worker Classification Issues (Independent Contractor vs. Employee) and Discharge of Indebtedness Income
• September 28, 2012 – Presenter for Ohio Society of CPAs, Columbus Accounting Show
  Topic: IRS Audit Representation and Appeals
• September 19, 2012 – Presenter for Ohio Society of CPAs, Cincinnati Accounting Show
  Topic: IRS Audit Representation and Appeals and Discharge of Indebtedness Income
• August 30, 2012 – Presenter for Transitions Advisory Group
  Topic: Practice Transitions from both the Buyer’s and Seller’s Perspective
• May 3, 2012 – Presenter for Lorman Education Services, Sales and Use Tax in Ohio
  Topic: Administrative Procedures, Audits, Collection, and Enforcement
• December 6, 2011 – Presenter for Ohio Society of CPAs, 2011 Mega Tax Conference
  Topic: IRS Audit Representation
• November 2, 2011 – Webinar Presenter for the Ohio Society of CPAs
  Topic: Federal and State Tax Appeals
• October 20, 2011 – Presenter for Lorman Education Services, CPA Continuing Education Seminar
  Topic: IRS Form 1099 Reporting: What You Need to Know
• October 14, 2011 – Presenter and host of Seminar for Dentists
  Topic: The Legal and Tax Aspects of a Practice Transition
• September 22, 2011 – Presenter for Ohio Society of CPAs, Columbus Accounting Show
  Topic: Establishing a Client as a Real Estate Professional for Purposes of Avoiding Passive Active Loss Limitations
• July 20, 2011 – Presenter for the Worthington Estate Planning Counsel
  Topic: IRS Collection Alternatives
• May 11, 2011 – Presenter for the Ohio Society of CPAs, Columbus CPE Day for CPAs
  Topic: Minimizing the IRS’s Impact by Knowing Your Collection Alternatives
• February 10, 2011 – Presenter for Ohio State University School of Dentistry PSI Omega Dental Fraternity
  Topic: Working with the Ohio State Dental Board
• November 2010 – Presenter for the Ohio Society of CPAs
  Topic: Practicing Before the IRS
  Comment: Date of presentation unclear
• 2009 – Presenter for the Ohio Society of CPAs
  Topic: Criminal Tax Fraud and Investigations
  Comment: Date of presentation unclear
• 2008 – Presenter for the Ohio Society of CPAs
  Topic: Federal State Tax Appeals
  Comment: Date of presentation unclear
• December 9, 2007 – Presenter for the Ohio Society of CPAs, 2007 Mega Tax Conference
  Topic: Criminal Tax Fraud and Investigations
• November 21, 2007 – Presenter for the Ohio Society of CPAs, Sole Practitioner and Small Practice Roundtable
  Topic: Update on IRS Tax Enforcement Matters
• July 13, 2007 – Speaker at the 2007 Ohio Municipal League
  Topic: Ohio Municipal Tax Appeals – Successfully Navigating the Municipal Boards of Review’s and Ohio Board of Tax Appeals’ Procedures
• July 12, 2007 – Ohio State Low-Income Taxpayer Clinic Seminar
  Topic: Internal Revenue Service Collection Alternatives
• January 31, 2007 – Speaker for the 2007 Ohio Tax Conference – Ohio Municipal Tax Appeals
  Topic: Successfully Working with the Municipal Boars and the Board of Tax Appeals
• January 8, 2007 – Speaker for the January 2007 Columbus Bar Association Domestic Relations Committee
  Topic:  Federal Taxation of Alimony, Child Support, and Property Settlements
• January 27, 2006 – Speaker for the Ohio Society of CPAs, 2006 Ohio Tax Conference
  Topic: Municipal Tax Update and Ohio Board of Tax Appeals
• December 15, 2005 – Speaker for the Ohio Society of CPAs, 2005 Federal and State Tax Conference
  Topic: Utilizing the Federal Bankruptcy Laws to Effectively Minimize Your Client’s Tax Debts
• March 9, 2005 – Speaker at the Columbus Bar Association Business Tax Group
  Topic:  Avoiding or Minimizing IRS Civil Penalties for closely-held businesses
• January 28, 2005 – Speaker at the 14th Annual Ohio Tax Conference
  Topic: Ohio Tax Audits, Assessments, and Appeals
• November 19, 2004 – Quoted in Business First Article
  Topic: 2004 Tax Act Impact on Charitable Contributions
• October 2004 – Speaker for the Columbus Bar Association
  Topic: Domestic Relations Group on Innocent Spouse
• May 2003 – Speaker for the Columbus Bar Association Business Tax Group
  Topic: Tax-Shelter Regulations
• January 2002 – Speaker for the Ohio State Bar Association
  Topic: Accounting for Lawyers