Discovery Call

ERC Support

Juris Doctor, University of Oklahoma (May 2007)
Bachelor of Arts in Letters, University of Oklahoma (May 2004)
Oklahoma Bar Member (#21743)
United States Federal District Court, Western District of Oklahoma Bar Member
United States Tax Court Bar Member
Certified Tax Coach, American Institute of Certified Tax Planners (https://certifiedtaxcoach.org/)
South Carolina Bar Inactive Member (2008, #77677)
Accredited to practice before the Board of Veterans Appeals and Department of Veterans Affairs (2009-2015)

President of the Board, Twisted Oak Foundation, Inc., a 501(c)3
Elected Member, Tulsa Ballet Board of Directors (May 2021-November 2023)
Tulsa Ballet Board Facilities Committee Member (2021-2022)
Deloitte Oklahoma Inclusion Council Women & Allies Committee Chair (2021-2022)
Deloitte Oklahoma Managers Council
Section Chair, Tulsa County Bar Tax Section (2018-2022)
Member, Tulsa Tax Club (2021-present)
Treasurer, Tulsa Accounting & Financial Women’s Alliance Board of Directors (2019-2020)
Presenter – ERC: Prepare Your Clients for Audit (various, 2023-2024)
Presenter – ERC VDP or Withdrawal: Which Option is Best (various, 2024)
Presenter – IRS Voluntary Disclosure Program (various, 2024)
Presenter – COVID-19 Employee Retention Credit Update, Tulsa County Bar Association 2022
Presenter – COVID-19 Employee Retention Credit Overview & Legislative History, Tulsa Tax Club, June 15, 2021
Presenter – COVID-19 Employee Retention Credit: Private Equity Considerations, August 24, 2020 (Seattle, virtual)

Presenter – Qualified Opportunity Zones: Guide to the Final Regulations, Tulsa Estate Planning Forum, Mar 9, 2020
Presenter – Qualified Opportunity Zones, Adams Jones Law Firm, P.A., Wichita, July 18, 2019
Presenter – Tax Strategies for Business Owners, Trust Company of Oklahoma, July 11, 2019
Presenter – Cannabis Case Law Update, Oklahoma Society of CPA’s Tulsa Chapter, June 20, 2019
Presenter – QBI Deduction 199A, Wichita Bar Association Business Law CLE, May 10, 2019
Presenter – “Into the Weeds: Cannabis Case Law,” Cannabis Business Expo, Tulsa, OK, April 4, 2019
Presenter – “Skip Your Next Tax Payment,” Tulsa County Bar Association, February 26, 2019
Presenter – Tax Cuts and Jobs Act Update, Inspire Financial Group, February 11, 2019
Presenter – QBI Deduction 199A, Financial Planners Association of Tulsa, February 6, 2019
Presenter – “Unique Cases Before the IRS,” Okla. Society of CPA’s Tulsa Chapter Annual Meeting, April 20, 2017
Presenter – “Tax Tips for Attorneys,” Oklahoma Bar Association Annual Meeting, November 5, 2015
Presenter – “Tips and Trends to Keep You on Top” (Unique Cases Before the IRS; How to Resolve Any IRS Case), OSU Tulsa, May 1, 2015
Presenter – “How to Resolve Any IRS Case” Oklahoma City, August 2014