Speakers

CHRISTOPHER J ALTEMUS JR was selected as the Special Agent in Charge (SAC) for the Criminal Investigation (CI) Dallas Field Office in August 2021. He is responsible for planning, directing, and evaluating activities of CI employees in the states of Arkansas, Oklahoma, and North Texas and reports directly to the Director, Field Operations for the Southern area.

Prior to his selection as the Dallas Field Office SAC, Christopher served as the Director of the National Criminal Investigation Training Academy (NCITA) for IRS Criminal Investigation.

Criminal Investigation's top law enforcement priorities are designed to promote tax compliance, address emerging areas of fraud, and meet the needs of the law enforcement community by supporting national crime initiatives. The Criminal Investigation Program Strategy is comprised of three interdependent programs: Legal Source Tax Crimes; Illegal Source Financial Crimes; and Narcotics Related Financial Crimes/Counterterrorism. These three areas are mutually supportive, and they encourage utilization of all statutes within CI’s jurisdiction, the grand jury process, and enforcement techniques to combat tax, money laundering, and currency crime violations.

Christopher began his law enforcement career as a special agent assigned to the Philadelphia Field Office in July 2002. He has since served in numerous leadership positions, Including Supervisory Special Agent in the Raleigh Post of Duty, Senior Analyst Operations Policy & Support, Assistant Special Agent in Charge of the Charlotte Field Office, Acting Special Agent in Charge of the Nashville Field Office.

He holds a Bachelor of Science degree in Accounting from Saint Joseph’s University.

ROSLYN BANKS is a financial professional with more than 20 years of experience in financial analysis, tax strategy, and business advisory services across multiple industries. Raised on a family farm in Virginia’s Northern Neck, she developed an entrepreneurial mindset early in life that continues to shape her practical, solutions-focused approach to working with businesses and individuals.

After earning her Finance degree from William & Mary, Roslyn began her career in an early talent leadership program with one of the nation’s largest retail banks. She later earned her Master of Accountancy degree, where she developed a strong interest in tax research and strategic tax planning. While managing a successful retail tax office, she exceeded revenue and customer service goals and passed all three parts of the Enrolled Agent exam on her first attempt.

Roslyn’s background in Financial Planning and Analysis allows her to provide clients with more than tax preparation alone. She offers strategic guidance to business owners, entrepreneurs, and tax-exempt organizations in areas including financial operations, business growth, cash flow, and long-term planning. Her ability to combine technical tax knowledge with practical business insight has made her a trusted advisor to a wide range of clients.

Her leadership and innovation within the accounting profession have earned her repeated recognition by CPA Practice Advisor as a “40 Under 40” leader in 2018, 2021, 2022, 2023, 2024, and 2025. In addition to her advisory work, Roslyn is also an author and speaker focused on financial literacy, entrepreneurship, and building sustainable generational wealth.

ANTHONY "TONY" BOX represents businesses and high-net-worth individuals in all types of civil and criminal tax controversies, white-collar defense cases, regulatory investigations and enforcement actions, and compliance matters focused on preventing government inquiries and minimizing business disruptions. He protects U.S. and international clients spanning several industries, including healthcare, technology, energy, real estate, construction, manufacturing and many more.

Before joining Gray Reed, Tony developed a diverse skill set while serving in a number of public and private sector positions. Most recently, he served as a government trial lawyer and tax coordinator responsible for leading federal tax investigations and prosecutions in the Eastern District of Missouri, as well as other high-profile cases involving white-collar crime, identity theft, illegal guns, drugs and violent crimes.

In addition, Tony previously served as an investigator and prosecutor in the St. Louis Circuit Attorneys Office where he led the conviction integrity unit and handled many types of investigations involving violent crime, police misconduct and civil rights matters. Tony is also a licensed CPA and spent three years at a Big Four accounting firm overseeing multi-million-dollar financial audits and investigations in the U.S. and abroad.

Tony has an extensive background in federal law enforcement as well. He served as an FBI special agent for nearly a decade, initially as a financial crime investigator handling a broad range of white-collar criminal investigations, and later as a computer forensics examiner directing all FBI media examinations in the Eastern District of Missouri.

Tony's leadership skills and appreciation for collaboration were honed while serving on active duty in the Army as a tank commander and later as a JAG officer in Iraq. He also served as a senior civilian advisor in Afghanistan. Tony is a graduate of Army Airborne, Air Assault, Armor & JAG basic courses, as well as the JAG advanced course.

BRYAN CAMP - Professor Camp earned his BA from Haverford College, his JD from the University of Virginia, his MA from the University of Virginia and his LL.M. from Columbia University. He practice law for 13 years, the last 8 of which he was a senior docket attorney in the IRS Office of Chief Counsel’s Procedure and Administration division right on Constitution Ave. in Washington, D.C. At the IRS Professor Camp received numerous awards, the last one being the 2000 Attorney of the Year for the General Litigation Division. So he wasn’t a slouch. Professor Camp joined the faculty of Texas Tech University School of Law in 2001. Twenty years later Professor Camp has authored over 71 published articles and treatise chapters. He has also written more than 225 substantive blog posts, including his widely-read “Lesson From The Tax Court” series, published weekly on TaxProf blog. Professor Camp's scholarship on taxation of cyberspace has taken him to London and Berlin to advise government agencies.

Professor Camp has received recognition for his scholarship. In 2007 and 2010 he was named the Law School's Outstanding Researcher. In 2008, he was awarded the George H. Mahon professorship. In 2010, the Texas Bar Foundation recognized Professor Camp for Best Law Review Article published in Texas. Professor Camp is active in the American Law Institute, and the American Bar Association Section of Taxation where he was honored to have chaired the Individual and Family Taxation Committee. He currently serves on the editorial board of the Practicing Tax Lawyer. He has given over 54 CLE presentations since 2003.

KYLE COLEMAN is a shareholder in Coleman & Jackson, P.C. in Dallas, Texas. Mr. Coleman's practice concentrates on federal tax related controversy matters, including litigation in Federal District Court, the United States Tax Court, and the Court of Federal Claims. Mr. Coleman also represents taxpayers in Internal Revenue Service audits, appeals, and collection actions. Mr.

Coleman has been admitted to the United States Court of Appeals for the District of Columbia Circuit, Fifth Circuit Court of Appeals Bar, the Northern District of Texas, the Eastern District of Texas, the District of Colorado, and the United States Tax Court. In addition to tax controversy, Mr. Coleman also represents clients in estate and business planning as well as asset protection. His practice includes entity formation, asset transfers, and wills and trusts.

Kyle received a BA in Finance from the University of Central Oklahoma. He earned his J. D. from the Oklahoma city University School of Law and went on to receive his L. L. M. from the Dedman School of Law at Southern Methodist University.

He can be reached at kyle@coleman-jackson.com or by calling him at (972)810-4380.

JOEL CROUCH counsels and advises businesses, wealthy individuals and families about their most demanding tax planning, estate planning and IRS controversies. He often works with tax professionals and financial specialists to help develop solutions for their clients. Joel is a Partner in the firm of Meadows Collier, Reed, Cousins, Crouch & Ungerman, LLP. He is Board Certified in Tax Law by the Texas Board of Legal Specialization.

Joel has been recognized as one of the best in his field by Texas Monthly and Law and Politics magazines by being named a Texas Super Lawyer from 2003 through 2022. He has also been named one of the Dallas by D Magazine for the years 2012 - 2023. Mr. Crouch has been recognized by IBest Lawyers in America in Tax Law for the years 2015-2024. Mr. Crouch was named the Best Lawyers 2022 Tax Law "Lawyer of the Year" in Dallas/Ft. Worth.

Joel is a frequent speaker on procedural and substantive tax issues for legal and accounting professionals. He has also problished various articles regarding the IRS and tax procedures. Joel can be reached at (214) 749-2456 or jcrouch@meadowscollier.com.

CLINT DAVIS is with the law firm of Krage & Janvey, LLP in downtown Dallas. He graduated cum laude from the SMU Dedman School of Law in 1980. [Yes, that was before some of you were born.] He was first licensed in Florida as an attorney in 1980 and then in Texas in 1982. He has been a licensed CPA in Texas since 1980. He has been Board Certified in Tax Law by the Texas Board of Legal Specialization since 1988, and he steadfastly refuses to take any more exams. He has been named as a Super Lawyer, a Top Attorney in Texas by Texas Monthly, one of the Best Lawyers in Dallas by D Magazine and a Top Rated Lawyer by the Dallas Morning News, all in the tax area. Clint was an author and discussion leader for 8-hour CPE courses for the Texas Society of CPAs since 1991. [Some of his peers believe that the length of these courses make him certifiable as well as board certified.] Clint also speaks before various bar associations and is a frequent presenter and moderator on the Accountants’ Continuing Professional Education Network. Clint primarily represents high net worth individuals and closely held businesses with much of his time devoted to tax planning in mergers and acquisitions and charitable organizations.

DEREK GANTER currently leads the outreach and education programs within the Communications & Liaison (C&L) division of the Internal Revenue Service. His oversight includes the National Public Liaison (NPL), Tax Outreach Partnership & Education (TOPE) and Stakeholder Liaison (SL) programs. In this role, he leads engagement with payroll professionals, tax practitioners, industry representatives, and other key stakeholders at the local, state, regional and national levels. His responsibilities include overseeing outreach and educational initiatives that communicate IRS policies, practices, and procedures—supporting voluntary compliance with tax laws and reinforcing enforcement efforts where necessary.

Prior to his current assignment, Derek held a variety of positions of increasing responsibility and

scope primarily in the IRS. Recent assignments include:

serving as a Bank Secrecy Act/Title 31 Specialist in the designated High Intensity Financial Crimes Area of Miami, Florida,
holding various management and non-management compliance positions in the IRS’s Examination function in the Small Business/Self-Employed (SBSE) and Large Business & International (LB&I) divisions,
working with the Federal Emergency Management Assistance agency to provide support to victims of disasters, as well as
leading several task forces, special projects and teams

Derek has been recognized by former IRS Commissioners Rossotti and Rettig, the American Institute of CPAs (AICPA), the National Association of Enrolled Agents (NAEA), members of the U.S. Congress, and other distinguished institutions for his expertise in tax law, strong communication skills, and ability to resolve complex and sensitive issues.

A native of southern California, Derek attended the University of California, Santa Barbara and began his IRS career in 1989 after being recruited by the agency. Outside of his professional role, Derek serves on the leadership teams of several nonprofit organizations and enjoys mentoring student-athletes, fishing, and playing board games.

GLENN GIZZI has worked for the Internal Revenue Service for 33 years. He began in Taxpayer Service in 1989 as a Taxpayer Service Specialist answering account and tax law questions on the IRS’s toll-free phone line until becoming a Revenue Agent in 1994. During his 11 years as an Agent, Glenn worked in the Examination Problem Resolution Unit as a caseworker, a cooperating Agent for Criminal Investigations and was a Taxpayer Advocate at the model walk-in office in Edison. Glenn is also a certified instructor for the IRS and has spent four years training the new incoming Revenue Agents from 2001 to 2005.

Additionally, Glenn worked in the former Taxpayer Education & Communication division during its stand-up in 2001 before it was eventually realigned into Communications & Liaison. His current assignments include the Annual Federal State Tax Workshops, North & South Jersey Working Together, AARP, multilingual associations, school districts and the underserved community.

ANTONIO GLENN is an experienced attorney with over 15 years of advising clients at the intersection of business growth, strategic planning, contract negotiation, and risk mitigation. He has worked across a wide range of industries, including nonprofit, financial services, trade associations, and technology.

As Principal of AMG Counsel, Antonio provides guidance in estate and probate planning, succession strategy, and business growth. He also advises clients on risk management, operational efficiency, and profit optimization—helping individuals and organizations make confident, well-informed decisions.

Prior to founding his firm, Antonio spent eight years with the National Association of Home Builders in Washington, DC, where he served as a senior advisor on financial and legal matters, contract negotiations, and legislative impacts affecting members and their businesses. His background also includes roles with the U.S. Small Business Administration, CSRA, and the American Heart Association.

Antonio holds a Juris Doctor from the University of Dayton School of Law and a degree from the University of Maryland. He is licensed to practice law in Texas and Maryland, as well as before the United States Supreme Court.

FERNANDO JUAREZ is a tax attorney with JH Law PLLC. He advises on complex U.S. and international tax planning. His tax practice focuses on cross-border transactions, Beyond planning, his experience includes voluntary disclosures, FBARs and international compliance.

Fernando's expertise in tax planning extends to Fortune 500 companies, family offices, medium & small businesses, and individuals with foreign holdings. His primary areas of expertise include inbound structures for international investors, and outbound tax planning for U.S. based companies.

Fernando received his law degree from the Escuela Libre de Derecho in Mexico City and holds a Master's in Laws from Stanford Law School, where he served as the first Hispanic Chair of the Stanford Tax Club.

ROBERT NORDLANDER, CPA is the sole shareholder of Nordlander CPA, PLLC, a boutique firm specializing in forensic accounting and tax resolution. With a distinguished career spanning over 20 years as a former special agent, he brings deep expertise in fraud investigations, cryptocurrency, financial crimes under the Internal Revenue Code, and money laundering.

Throughout his career, Robert has testified in federal court on complex financial matters and has successfully traced and seized millions of dollars in assets, including real estate, bank accounts, and investment holdings tied to criminal activity.

In addition to his practice, Robert is a respected educator, teaching forensic accounting, investigative techniques, and tax resolution. He is also a published author of several industry-recognized books, including Criminal Tax Secrets: What Every Defense Attorney Should Know, Unpaid Payroll Taxes: A Time Bomb You Can Defuse, and Amazon bestsellers Erase the Penalty: A Tax Professional’s Guide to Abatement and From Expert to Author: Turning Insight into Influence.

Robert also hosts the Fraud Fighter Podcast, where [he/she] shares insights, strategies, and practical guidance on fraud detection, forensic accounting, and professional development.

LYNNSEE STARR partners with businesses and individuals to execute real estate transactions, both big and small, across multiple industry types. Lynnsee also works with clients of all sizes on a wide range of business transactional matters, including entity formation, entity structure, corporate governance, and business employment matters.

In addition to her transactional practice, Lynnsee’s innovative thinking and quick responsiveness have led clients to seek her representation in numerous litigation matters, including disputes pertaining to breach of contract, property ownership, foreclosures, and deceptive trade practices. Lynnsee also has an active eviction practice, assisting both landlords and tenants in the eviction process.

Lynnsee received her law degree from SMU Dedman School of Law. While in law school, she was an active moot court competitor and served on the International Law Review Association. Before attending law school, she worked in non-profit development for St. Mark’s School of Texas.

ANGIE TONEY, CPA, is a nationally recognized tax advisor who specializes in tax planning/strategy and IRS tax representation for commission-based earners, business owners, and investors facing five- and six-figure tax exposure.

Her work as the Founder & CEO of Oasis Tax Advisory Services has been recognized by Forbes as the Best-in-State CPA in Washington, D.C. (2026 & 2025) and Top 200 CPAs in the United States (2024).

What sets Angie apart is her ability to combine deep technical expertise with exceptional client and stakeholder communication. She leads a multidisciplinary team and collaborates with a national network of tax specialists, allowing her to stay at the forefront of evolving tax strategy while delivering clear, actionable guidance to high-income clients.

TIM TURNER's primary passion is helping closely & privately held business owners formalize a plan for a successful exit and transition from their business…to the successors of their choice and on the most favorable financial terms (including understanding the complex tax aspects). Passion for planning was started during 22-year career with the U.S. Marine Corps. Subsequently got involved in personal financial planning for individuals and families then with business entities and their owners. Helped several major financial services firm conglomerates develop internal succession/exit processes for their representatives. Also help start/stand-up/merge and wind-down several financial and other service businesses.

Obtained BSBA in Business Management while on active duty in the Marine Corps. Certified Exit Planner (CExP™) and held the FINRA Series 4, 7, 24, 27, 53, 63 66 licenses as well as life/health licenses. Tim is also an enrolled agent (EA). An enrolled agent is a federally licensed tax practitioner who has proven technical expertise in the field of taxation. Enrolled agents are empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service (IRS) for audits, collections, and appeals. Only EAs, attorneys, and certified public accountants (CPAs) may represent taxpayers before IRS. Tim is also a Certified Quickbooks Online Pro Advisor (Advanced) and certified on Xero.

Member of the National Association of Enrolled Agents; National Association of Tax Professionals; Financial Planning Association; Texas Association of Business Brokers and active member of The BEI Network of Exit Planning Professionals™—the most widely respected and successful Exit Planning network in North America—his firm uses The BEI Seven Step Exit Planning Process™, a systematic process that is universal in its practice but unique in its outcomes. The Process works because it centers on your goals, your situation, and your needs. BEI members have used this Process for businesses of various sizes, scopes, and industries across North America, allowing owners who implement the Process to exit their businesses on their terms.

2026 Conference Speakers

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