Stevie D. Conlon

Vice President, Tax and Regulatory Counsel, Wolters Kluwer Financial Services

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).