Stevie D. Conlon, JD, CPA, is senior director and tax counsel for Wolters Kluwer Financial Services' Securities Tax Solutions line of business, which includes GainsKeeper, BasisPro and Capital Changes, and oversees tax regulatory issues and development. She is a nationally recognized tax expert on the cost basis tax law, the taxation of financial products and derivatives, and has been quoted in various news publications, including The Wall Street Journal, Forbes, USA Today, Chicago Tribune, Barron's, Securities Technology Monitor and Investment News. Stevie is the lead author of the tax law treatise "Principles of Financial Derivatives: U.S. & International Taxation," the author or co-author of more than 40 tax-related articles, a member of the advisory boards for the Journal of Taxation of Financial Products and Derivatives Report, and an invited speaker to numerous industry events.
She is a former Chair of the American Bar Association (ABA) Tax Section Financial Transactions Committee, a former ABA Tax Section Council Director, former Chair of the Chicago Bar Association Federal Taxation Committee, a member of ABA Tax Section Financial Transactions and Investment Management Committees, a member of the New York State Bar Association Tax Section Financial Instruments Committee and a Fellow of the American College of Tax Counsel.
Previously she worked as an independent attorney advising on taxation of financial products and as a tax partner at law firms Katten Muchin Rosenman, Baker & McKenzie and Chapman and Cutler. Earlier in her career, she was as a tax accountant for Arthur Young & Co. She is a member of the New York and Illinois Bars, and is a Certified Public Accountant (CPA).