Professional Activities

Board Member and Treasurer of Rancho Bernardo Community Foundation, which is an affiliate of the San Diego Foundation.

Co-Author of “The Private Benefit Rule and Interaction of Excess Benefit Transaction Taxes with Revocation,” Journal of Taxation, May 2006.

Author of “The Internet Tax Freedom Acts,” California Tax Lawyer, Spring 1999.

Presentations to CalCPA Educational Foundation on PPA ’06 Rules for Supporting Organizations and Donor-Advised Funds, May 2007.
Presentations on Charitable Giving for Lorman Educational Systems, 2000 – 2001.
Presentations on Internet taxation to San Diego County Bar Association, and to Federalist Society, 1999 – 2000.

Member, Tax Exempt Organizations Committee of Taxation Section, California State Bar. Member, Section of Taxation, American Bar Association.  Member, National Association of College and University Attorneys.


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