Stevie D. Conlon
Stevie D. Conlon, JD, CPA, is Vice President, Tax and Regulatory Counsel for Wolters Kluwer Financial Services. She is a leader in the Investment Compliance Solutions line of business, leads the firm’s U.S. Advisory Services business, 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 top-tier news publications. Stevie is the lead author of the tax law treatise “Principles of Financial Derivatives: U.S. & International Taxation,” and the author or co-author of more than 60 tax-related articles. She is also a member of the advisory boards for the Journal of Taxation of Financial Products and Derivatives Report. Stevie is a member of the New York and Illinois Bars and is also a Certified Public Accountant (CPA).