Writing and service

Publications

Impacting Poverty with Medical Financial Partnerships Focused on Tax Incentives
NEJM Catalyst 2(4), March 17, 2021 · Co-author, with the Children’s Hospital of Philadelphia team
Innovations to Improve Access & Build a More Equitable Tax System
Tax Equity Funders Network and Prosperity Now’s Taxpayer Opportunity Network, August 2023 · Editor and publisher of six briefs by authors from CASH Campaign of Maryland, Center for Taxpayer Rights, SaverLife, United Way Worldwide, Code for America and the Foundation for American Innovation
Electronic Tax Administration Advisory Committee annual report
IRS Publication 3415, June 2026 · Committee member. June 2025 report
Earned Income Tax Credit implementation reports
City of Philadelphia, tax years 2015, 2016 and 2017 · Writer and editor

IRS Electronic Tax Administration Advisory Committee (ETAAC)
Member, State/Government Subgroup · September 2024 to present, term through September 2027 · IRS announcement
National Taxpayers Union Foundation, Taxpayers First advisory board
Member since January 2023
IRS Direct File national stakeholder committees
Subject matter experts and outreach committees, while at Prosperity Now
Taxpayer Opportunity Network Steering Committee
January 2021 to January 2022
Free Tax Preparation Roundtable
Owner and administrator of a national email list for free tax preparation practitioners, active since at least 2011
New Kensington Community Development Corporation
Volunteer board member, 2015 to 2019 · Board president from July 2017

Prosperity Now Summit, September 2022
Presentation on alternative tax-refund products, with the CASH Campaign of Maryland, the Women’s Foundation of Arkansas and Baltimore County Public Library
KYW Newsradio, July 15, 2021
Interview on the expanded Child Tax Credit
Pennsylvania Capital-Star, June 28, 2021
Quoted on Child Tax Credit town halls with Rep. Dwight Evans and Sen. Vincent Hughes
Business Wire, August 4, 2020
Quoted on stimulus payments