• “Family Business Succession Planning”, Tax Update and Planning Seminar — Mathis, Marifian, Richter & Grandy, Ltd., September, 2007.
  • “Mergers, Dissolution and Sale of Assets,” Representing Not for Profit Entities — Illinois Institute for Continuing Education, May, 2007.
  • “Deciphering the Boilerplate for Your Clients”, 50th Estate Planning Short Course — Illinois Institute for Continuing Education, May, 2007.
  • “Tax Aspects of Litigation”, Tax Update and Planning Seminar — Mathis, Marifian, Richter & Grandy, Ltd., September, 2006.
  • “Buying & Selling Businesses, Negotiating, Structuring & Closing the Deal” — Illinois Institute for Continuing Education, May, 2006.
  • “Income Tax Update”, Tax Update and Planning Seminar — Mathis, Marifian, Richter & Grandy, Ltd., September, 2005.
  • “Addressing Issues in Shareholder Disputes”, Tax Update and Planning Seminar — Mathis, Marifian, Richter & Grandy, Ltd., September, 2004.
  • “Income Tax Update”, Tax Update and Planning Seminar — Mathis, Marifian, Richter & Grandy, Ltd., September, 2003.
  • “Estate Planning for Second Marriages”, Tax Update and Planning Seminar — Mathis, Marifian, Richter & Grandy, Ltd., September, 2002.
  • “Income Tax Update”, Tax Update and Planning Seminar — Mathis, Marifian, Richter & Grandy, Ltd., September, 2001.
  • “Due Diligence Issues In the Purchase or Sale of a Business” — Illinois Institute for Continuing Legal Education, March 2001.
  • “Estate & Gift Tax Update”, Tax Update and Planning Seminar — Mathis, Marifian, Richter & Grandy, Ltd., September, 2000.
  • “Income Tax Aspects of Divorce-Property Settlements, Alimony, Dependency Exemptions and Qualified Domestic Relations Orders”, Tax Update and Planning Seminar — Mathis, Marifian, Richter & Grandy, Ltd., September, 1999
  • “Litigation Issues Regarding Shareholder Agreements”, Illinois Institute for Continuing Legal Education, May, 1999.
  • “Basic Lifetime Gifting”, Basics of Estate Planning Seminar — Illinois Institute for Continuing Legal Education, November, 1999.
  • “Drafting Documents After the First Meeting — A Review of the Basics Related to the Case Studies”, Basics of Estate Planning Seminar — Illinois Institute for Continuing Legal Education, November, 1999.
  • “Issues In the Purchase and Sale of Business”, Tax Update and Planning Seminar — Mathis, Marifian, Richter & Grandy, Ltd., September, 1999.
  • “Estate & Gift Tax Changes”, Tax Update and Planning Seminar — Mathis, Marifian, Richter & Grandy, Ltd., September, 1997.
  • “Estate Planning, Concepts & Scenarios”, Tax Update and Planning Seminar — Mathis, Marifian, Richter & Grandy, Ltd., September, 1997.
  • “Income Tax Aspects of Divorce — Property Settlements, Alimony and Dependency Expectations” — Bar Association of Metropolitan St. Louis, November, 1996.
  • “Practical Checklists and Due Diligence in the Purchase of a Business” — Illinois Institute for Continuing Legal Education, May, 1996.
  • “Limited Liability Companies”, Tax Update and Planning Seminar — Mathis, Marifian, Richter & Grandy, Ltd., December, 1995.
  • “Estate & Gift Tax Developments”, Tax Update and Planning Seminar — Mathis, Marifian, Richter & Grandy, Ltd., December, 1994.
  • “Recent Estate & Gift Tax Developments”, Tax Update and Planning Seminar — Mathis, Marifian, Richter & Grandy, Ltd., December, 1993.
  • “Practical Checklist and Due Diligence in the Purchase of a Business” — Illinois Institute for Continuing Legal Education, Teleconference, May, 1996.
  • “Illinois Limited Liability Companies” — Adams County Bar Association, 1995.
  • “Income Tax Planning for Estates and Trusts” — Independent Accountants Association of Illinois, 1995.
  • “Selected Issues in Purchasing a Corporate Business: Income Tax Considerations and Attorney Due Diligence”, First Annual Short Course on Advising Illinois Businesses — Illinois Institute for Continuing Legal Education, 1994.
  • “Planning for Your Estate and Planning for Your Practice” — Southern Illinois Optometrists Society, 1994.
  • “Handling Closely Held Businesses in Estates”, Illinois Estate Administration Course — Illinois Institute for Continuing Legal Education, 1993.
  • “Income Tax Planning for Estates and Trusts”, 8th Semi-Annual Spring Seminar — Association of Business Accountants, 1991.
  • “Recent Income Tax Developments”, Annual Federal Tax Course — Illinois Institute for Continuing Legal Education, 1990.
  • “Income Tax Aspects of Divorce” — Bar Association of Metropolitan St. Louis, 1990.
  • “Recent Income Tax Developments”, Federal Taxation Course — Illinois State Bar Association, 1990.
  • “Recent Income Tax Developments”, Annual Federal Tax Course — Illinois Institute for Continuing Legal Education, 1989.
  • “Statutory Safe Harbors Under Internal Revenue Code 2036(c)” — Illinois Institute for Continuing Legal Education, 1989.
  • “Representing Clients in Criminal Tax Investigations” — American Bar Association, Annual Meeting, 1989.
  • “The “100% Penalty’ Under Internal Revenue Code 6672” — Professional Tax Seminars, Inc., 1989.
  • “Selected Tax Penalty and Defenses” — Professional Tax Seminars, Inc., 1989.
  • “Strategies for Dealing with the Internal Revenue Service” — Professional Tax Seminars, Inc., 1989.
  • “Employee Versus Independent Contractor” — Professional Tax Seminars, Inc., 1989.
  • “Recent income Tax Developments”, Annual Federal Tax Course — Illinois Institute for Continuing Legal Education, 1988.
  • “Liability of Responsible Corporate Officers for Unpaid Federal Employment Taxes”, Annual Meeting — American Bar Association, 1988.
  • “Federal Tax Penalties and Administrative Procedures”, Annual Federal Tax Course — Illinois Institute for Continuing Legal Education, 1987.
  • “Provisions of the Tax Reform Act of 1986 Affecting Individuals”, Annual Federal Tax Course — Illinois Institute for Continuing Legal Education, 1986.
  • “Selected Aspects of Income Taxation of estates and Trusts”, Annual Federal Tax Course — Illinois Institute for Continuing Legal Education, 1985.
  • “Federal Tax Liability and Liens”, Annual Farm Estate Planning and Business Short Course, Illinois Institute for Continuing Legal Education, 1985.
  • “Operating Problems in Professional Corporations” Partnership Course — Illinois Institute for Continuing Legal Education, 1985.
  • “Domestic Relations Tax Provisions in the Tax Reform Act and Retirement Equity act of 1984” — Bar Association of Metropolitan St. Louis, 1984.
  • “Representing clients in Criminal Tax Investigations” — Independent Accountants Association of Illinois.
  • “Illinois Criminal Tax Provisions” Illinois Tax course — Independent Accountants Association of Illinois.
  • “Income Taxation of Estates and Trusts” — Independent Accountants Association of Illinois and The Estate Planning Council, Quincy, Illinois, 1984.
  • “Preparation of Fiduciary Income Tax Returns” — Independent Accountants Association of Illinois, 1982.
  • Preparation for and Dealing with an I.R.S. Audit Examination” — International Association of Financial Planners, St. Louis, Missouri, 1982.
  • “Tax Aspects of Bankruptcy” Independent accountants Association of Illinois, 1981.
  • “Estate Planning” — Various groups.

Legal Services

Education

  • Washington University in St. Louis
    LL.M. Taxation 1979
    JD 1978
    MBA 1978
  • Saint Louis University
    BA in Chemistry 1973

Bar Associations

  • Illinois
  • Missouri

Court Admissions

  • United States Supreme Court
  • Seventh Circuit Court of Appeals
  • United States District Court for the Southern District of Illinois
  • United States District Court for the Eastern District of Missouri
  • United States Tax Court
#