2024 Webinar/IN-PERSON CONFERENCE
2024 Webinar/IN-PERSON CONFERENCE
While we plan for our 2024 conference, check out the quality of our speakers from last year! Each year we try to bring in some of your favorites from the past as well as new speakers.
Note: Speakers and topics are subject to change.
Dan Baucum is a lawyer who draws on his business and legal acumen to aid his clients with tax planning, business issues and federal tax disputes. With more than 30 years of legal experience, he also consults with legal and accounting professionals on federal tax matters and IRS practices. After establishing a successful law career in Dallas, Dan moved to Washington, D.C., where he was appointed Special Assistant to the IRS Assistant Chief Counsel. He assisted with rulemaking and policy decisions affecting passthrough entity tax issues and estate and gift tax issues by drafting and reviewing proposed regulations, revenue rulings, private letter rulings and IRS Chief Counsel notices. Since returning to Dallas, Dan has advised clients on a full array of tax planning and business transactions.
Recognized for his deft, comprehensive knowledge of LLCs, limited partnerships, S corporations and other business entities, Dan advises clients with federal tax issues and structuring challenges commonly faced by closely held businesses, private equity firms, investors and startups. His experience lends itself to a wide variety of businesses and industries, including technology companies, real estate developers and investors, wholesale and retail outlets, logistics companies, service providers, professionals, private equity investors and family offices to name just a few. Dan has taught classes as an Adjunct Professor at Georgetown Law’s Graduate Tax Law Program, Southern Methodist University’s Dedman School of Law and Baylor Law School. Dan is very active in the State Bar of Texas and currently serves as the 2021-22 Chair of the Tax Section.
Dan has been named as one of The Best Lawyers in America® – Tax Law (2019, 2020, 2021, 2022), Texas Super Lawyer – Tax Law (2021), Best Lawyers in Dallas (D Magazine, 2009, 2011, 2014), Five Top Notch Lawyers – Taxation (Texas Lawyer, 2012) and Power Lawyer (Fort Worth Business Press, 2014), and was named to D CEO Dallas 500 (2022, 2023).
LaTanya J. Bacon
Senior Stakeholder Liaison
IRS Stakeholder Liaison /Communications & Liaison
LaTanya is Senior Stakeholder Liaison in Cleveland, Ohio. As a Tax Specialist, she partners with tax professionals, small business organizations and community-based organizations to develop and deliver educational products and services to individual and small business taxpayers and to tax professionals in Ohio and Michigan. LaTanya has more than 35 years of IRS experience. LaTanya has a bachelor’s degree from Central State University in Business Administration.
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 Attorney’s 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.
BRIAN 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.
BRIAN CLARK - With a unique background in business law and accounting, Brian Clark guides clients through a broad range of matters that impact their businesses, including tax planning and corporate transactions. He advises clients on the federal income tax consequences of a variety of transactions, including the acquisition and disposition of businesses and assets, structuring joint ventures and partnerships, and business succession planning.
Brian has assisted in structuring numerous private equity transactions, representing both buyers and sellers across several industries, ranging from payment-processing technology and software development to refinery contracting and energy services. He also has substantial experience providing tax and transactional advice to technology companies, as well as structuring joint ventures between for-profit and non-profit organizations.
In addition to his tax planning and transactional practice, Brian advises clients on a variety of corporate and commercial law matters, including corporate governance, choice of entity and asset protection. He also frequently handles Affordable Care Act controversies, including employer shared responsibility payment and penalty assessments.
Brian is licensed to practice law in Texas and Louisiana, and he previously worked as a CPA at a Big Four accounting firm. He is a regular speaker on federal income tax issues at events throughout Texas. Brian can be reached at 469-320-6212 or firstname.lastname@example.org.
KYLE COLEMAN - 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 email@example.com or by calling him at (972)810-4380.
Erin Collins is the “voice of the taxpayer” within the IRS and before Congress. Under her leadership, the Taxpayer Advocate Service (TAS), an independent organization within the IRS, helps taxpayers resolve their IRS account issues, advocates on behalf of taxpayers, and works towards systemic change to mitigate taxpayer problems. She joined the Taxpayer Advocate Service in March 2020 to advocate for taxpayers, protect their rights, and work toward improving the quality of taxpayer service and tax administration.
Erin has more than 35 years of experience in tax law, spanning 15 years in the IRS Office of Chief Counsel and 20 years at the accounting firm of KPMG LLP, where she retired in 2019 as the Tax Managing Director in charge of its tax controversy practice for the Western region. As a Special Trial Attorney for the IRS, she was responsible for the development and litigation of high-profile, complex tax cases. Erin was the Industry Counsel for Savings and Loans during the time of the S&L crisis. Over a six-year period, she worked very closely with the Treasury Department, the Commissioner, the Office of Chief Counsel, the Federal Deposit Insurance Corporation and Resolution Trust Corporation. In both 1995 and 1997, she received Chief Counsel’s highest award, the National Litigation Award. In 1993, she received the Western Region’s highest Litigation Award for her outstanding achievements.
At KPMG, Erin represented thousands of individuals, partnerships, small companies, and corporate taxpayers on technical and procedural tax matters. She represented clients in federal examinations and IRS appeals on domestic and international tax issues, including transfer pricing disputes, foreign tax credits, research and experimentation credit claims, net operating loss utilization calculations, restructurings, treaty interpretations, executive compensation, and application of accounting methods. She also has represented several clients before the U.S. Tax Court.
Erin was the co-author of the Practising Law Institute’s IRS Practice and Procedure Deskbook and has spoken frequently on IRS practice, procedure, controversy, and litigation matters before many professional organizations. Before joining TAS, she represented a number of clients pro bono to help them resolve issues with the IRS. She was also a volunteer and board member of a non-profit organization, Step Up, whose mission was to help girls in under-resourced communities to fulfill their potential by empowering them to become confident, college-bound, career-focused, and ready to join the next generation of professional women.
“I am proud to advocate for taxpayers’ rights and to work toward improving the taxpayer experience to ensure a fair and just tax administration.”
RANDY CRABTREE, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession. Since 2019, he has hosted the bi-weekly "The Unique CPA," podcast, which ranks among the world's 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today's Voices column, the AICPA Tax Adviser, CPA Trendlines, Intuit Accountants TaxPro Center and he is a regular presenter at conferences and virtual training events hosted by national accounting associations, state CPA societies and other industry associations.
Randy is a 2-time finalist for Accounting Today's "Top 100 Most Influential people in Accounting".
In May 2022 Randy was appointed, for a 3-year term, to the Intuit Tax Council.
Prior to starting Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries and has worked closely with top executives to help them optimize their tax planning strategies.
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.
ROB HUGOS, Attorney and CPA, helps clients and their families with all aspects of general estate planning, including Wills and Living Trusts.
Certain clients benefit from Advanced Planning strategies designed to achieve more complex estate planning, tax, asset protection and business objectives. Advanced Planning clients may use enhanced Living Trust planning, Family Partnerships, Irrevocable Trusts and LLCs. Rob encourages working closely with the client’s CPA and other professional advisors to achieve the most from their estate, tax and business planning.
Rob is licensed by both the Supreme Court of the United States and the Supreme Court of Texas.
Rob is currently a member of the Texas Bar Association, College of the State Bar of Texas, Austin Bar Association, Austin Tax Study Group, Estate Planning Council of Central Texas, Texas Board of Public Accountancy, and American Association of Attorney-Certified Public Accountants.
THOMAS (TOM) KRAMER serves as the acting Director in the Office of Fraud Enforcement (OFE). In this position, he acts as the principal advisor and consultant to the IRS SB/SE Commissioner and Deputy Commissioners on all issues involving fraud enforcement strategic plans, programs and policy. OFE provides leadership and guidance related to the development and delivery of major activities in support of IRS efforts to detect and deter fraud.
Tom is a participant in the 2021 IRS Executive Readiness Program. He has an MBA in finance from the University of Colorado. Prior to his current assignment, Tom previously served as acting Associate Director, Diversity and Inclusion Division in Equity, Diversity, and Inclusion (EDI), and as acting Director of Innovation Lab 3.0 with Research, Applied Analytics and Statistics (RAAS). Tom started his IRS career as a Revenue Officer and has been an ATAT Revenue Officer, Supervisory Revenue Officer and most recently a Territory Manager in Oakland, California. Tom is passionate about the Fraud Program and upholding fairness for our taxpayers.
BRANDON D. LEWIS is a licensed CPA and CFE. He has conducted complex white-collar fraud and tax evasion investigations for over 20 years with Federal and State government agencies, a Big Four accounting firm, a Fortune 500 company and as an independent advisor. He has conducted many of these investigations as a special agent and forensic accountant, giving him the unique ability to conduct witness and suspect interview, gather digital and documentary evidence, and thoroughly analyze large data sets of accounting, financial and other data sets. Mr. Lewis has been recognized as a fraud expert by state courts in Arizona and Texas. He has testified as an expert witness in State court and as an investigator and special agent in both State and Federal courts and has been retained as an expert by both plaintiff and defense counsel in civil litigation matters. Mr. Lewis is passionate about fraud prevention and detection and enjoys helping businesses find solutions to their various fraud issues or assisting attorneys with their complex fraud cases and proving or disproving allegations of fraud.
TIMOTHY J. MCCORMALLY is Special Counsel to the IRS Office of Professional Responsibility. He joined OPR in February after seven years as a director in KPMG’s National Tax Practice, thirty years with Tax Executives Institute (both as general counsel and executive director), and six years with the predecessor of Eversheds Sutherland. Timothy received his bachelor’s degree from the University of Iowa and his law degree from Georgetown University Law Center. He is a frequent speaker and author on topics of tax ethics and professionalism, has published a book of poetry, and served four years on the Internal Revenue Service Advisory Counsel, including one as Chair of the group.
CHRISTI MONDRIK, attorney, dedicates her practice to resolving state and federal tax controversies and litigation. She is board certified in Tax Law by the Texas Board of Legal Specialization. Ms. Mondrik has handled IRS cases involving substantial corporate, individual and estate taxes. Her state tax experience includes disputes arising under Texas franchise tax, sales and use tax, fuel taxes, severance taxes, motor vehicle sales tax, and other state taxes. Ms. Mondrik is also a CPA.
Ms. Mondrik and her associates represent the firm’s state tax clients in administrative and legal proceedings before the Comptroller’s office, the State Office of Administrative Hearings and the Texas state courts. They also represent federal tax clients in audits, at the administrative appeals level and in proceedings before the United States Tax Court and the United States District Courts. Ms. Mondrik is licensed to practice in the United States Tax Court, the United States District Court, Western District of Texas, and all of the Texas state courts.
Ms. Mondrik and members of her firm are frequent authors and lecturers on federal tax controversies and state taxation. Ms. Mondrik was the 2019-20 Chair of the State Bar of Texas Tax Section. She has served twice on its governing council and has served as chair and vice-chair of its Tax Controversy, CLE and Solo and Small Firms Committee Committees. After completing her 2010-13 SBOT Tax Section council member term, Ms. Mondrik served as annual meeting committee chair for 2013-14. She was also State Bar Tax Section Leadership Academy co-chair for 2016 -17.
The Texas Society of Certified Public Accountants (TXCPA) awarded Ms. Mondrik the Young CPA of the Year Award for 2009-10 and the 2012 Rising Star Award. She was awarded the 2016-17 Special Recognition Award from the TXCPA Chairman for her work on the Federal Tax Policy Committee and Bylaws Tax Force and the 2017-18 Outstanding Committee Chair Award for chairing the Federal Tax Policy Committee. The Austin Chapter of CPAs awarded Ms. Mondrik the 2015 Distinguished Service Award.
Ms. Mondrik served as chair of the TXCPA Federal Tax Policy Committee from 2016-2018. She also serves on the State Bar of Texas and TXCPA State Taxation Committees, She also served a three-year term on the TXCPA Executive Board. Ms. Mondrik was the 2009-10 President, and has served as manager of education and leadership and chair of the Oversight Council of the Austin Chapter of CPAs (now TXCPA Austin). Ms. Mondrik has also served as chair of the TXCPA Texas State Tax Conference Committee and its State Taxation Committee. As chair of the State Taxation Committee, she was a principal drafter of comments submitted by the TXCPA in response to state tax legislation and various administrative rules.
Ms. Mondrik earned her B.B.A. in Accounting and her J.D., with honors, both from the University of Texas at Austin. She has been licensed by the State of Texas since 2001.
TIFFANY MORICE- First and foremost, I’m a USAF Veteran who has served three tours overseas. I hold an MBA from Washington State University in Finance. I have been with the service since 2010. I started my career in Field Collection as an RO where I became a Front Line Manager & Territory Manager over HI and LA. I came over to ACS in 2020 as the Senior Manager over the Oakland Call site. I now am the Planning and Analysis Chief for Campus Collection Fresno overseeing four call sites, two paper Operations and a Support Operation.
HALE E. SHEPPARDis a Shareholder in the Tax Controversy Section of Chamberlain Hrdlicka in Atlanta. He defends individuals and businesses during tax audits, administrative appeals, and Tax Court litigation. Hale has participated in over 150 cases in the Tax Court, District Court, and Court of Appeals. In addition, he has obtained dozens of favorable Private Letter Rulings for clients from the IRS National Office on procedural, tax, and international issues. Hale obtained five college degrees, including an LL.M. in international law from the Universidad de Chile and an LL.M. in taxation from the University of Florida, earning various scholarships and academic distinctions along the way. Hale ranks among the most active tax writers in the country, having published over 200 articles in top law reviews and tax journals. Hale has been widely cited as a tax/legal authority in many domestic and foreign journals, inducted into the American College of Tax Counsel, invited to present at major tax conferences, and recognized as a leader in tax disputes for many years by Chambers USA and other respected organizations.
JOSHUA SMELTZER- Board Certified in Tax Law by the Texas Board of Legal Specialization, Joshua Smeltzer is a tax litigator defending clients in tax audits, tax appeals, and litigation in Federal District Court, U.S. Tax Court, the U.S. Court of Federal Claims, and tax issues in U.S. Bankruptcy Court. Joshua’s previous work as a litigator for the U.S. Department of Justice provides him with first-hand knowledge of how government lawyers build and litigate tax cases. Based on his impressive track record at the Department of Justice, Joshua received the agency’s Outstanding Trial Attorney Award seven times. He also has deep tax litigation experience in federal court, both as a private and government lawyer.
Joshua represents individuals, corporations, partnerships, and estates in a variety of tax issues involving tax reporting for cryptocurrency and foreign bank accounts, captive insurance arrangements, investments in conservation easements, charitable donations, a variety of tax deduction and tax credit disputes, as well as various transactions involving cryptocurrency and blockchain technology. He is often consulted on tax issues arising from significant financial events, such as large financial transactions, litigation settlements, transfers of assets to family limited partnerships or other entities, and tax issues surrounding the sale of business assets or stock.
During his 18-year practice as a tax litigator, his cases have ranged from smaller cases involving six-figure dollar amounts to high-stakes disputes where the amount in controversy totaled hundreds of millions of dollars and, in one case, over a billion dollars. As a respected thought leader in the tax field, Joshua is a regular author and presenter on numerous tax topics and has been called on to provide expert testimony on tax issues in administrative disputes and in court proceedings.
DAVID STUBBLEFIELD - While at the IRS, David served in several positions including Internal Revenue Agent, IRS Training Course Developer and Instructor, Team Member and Team Coordinator involved in Large Case Examinations, Regional Analyst responsibilities over International and Insurance Tax Law Compliance and various IRS National Office assignments.
Managerial positions included IRA Group Manager, Appeals Officer, Large Case Group Manager, Examination Branch Chief and Acting Chief, Examination.
After leaving IRS, David received his Enrolled Agent Certification to practice before the I.R.S. He has served as Tax Manager with two CPA firms from December 2000 to the present, being involved in tax preparation, tax planning, IRS controversy cases, auditing, presentations to various tax professional groups and local universities and provided written published articles in various publications.
Education: The University of Texas at Austin, BBA, Major in Accounting
Dave graduated from the University of Texas at Austin with a BBA with a major in Accounting.
Dave has made presentations to various accounting and tax professional groups and has written articles for the Journal of Accounting, Journal of Taxations, Tax Practice and The Tax Lawyer. You may contact David at 214-276-5031 or firstname.lastname@example.org