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Publications & Speaking

Former Editor-in-Chief of the EA Journal for two years, where I led national tax content strategy and editorial direction and received multiple APEX Awards for editorial excellence. Contributing author of technical tax articles for the EA Journal and drafter of federal tax updates for J.K. Lasser’s Your Income Tax 2026. Subject matter expert and curriculum updater for the Surgent EA Review and The Income Tax School.

Author of two tax education books, Tax-ish and Tax-ish 2.0. Regular instructor and national educator for tax professionals, with a focus on digital asset taxation, compliance, and emerging tax issues. Speaker for national tax organizations and guest on industry podcasts including Teaching Tax Flow and The Enrolled Agent Advocate. Presenter for Tax Talk Live’s Digital Asset session (10/21/2025).