2025 Webinar/IN-PERSON CONFERENCE
2025 Webinar/IN-PERSON CONFERENCE
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 - 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 busiensses, 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.
TYNISA (TY) GAINES, EA holds a Bachelor's degree in Industrial-Organizational Psychology from the University of Illinois and a Master's degree in Public Personnel Management from Troy University.
A highly respected figure in the tax industry, Ty was named EA of the Year by the Virginia Society of Enrolled Agents (VASEA) in 2015 and later served as the VASEA President. She also held the role of Director for the National Association of Enrolled Agents (NAEA).
Recognized for her dedication to mentorship, she received NAEA’s Mentor of the Year award in 2022. Ty is an accomplished author of multiple tax articles, two e-books, and a sought-after national speaker, known for blending her passion for yoga into her tax courses. She teaches EA exam prep online as an adjunct instructor at Molloy University and provides leadership training for NAEA. Currently, she serves as the Editor-in-Chief of NAEA’s EA Journal.
Specializing in military taxpayers and cryptocurrency, Ty operates a remote tax practice from Fort Worth, Texas, and works as a Tax Project Manager for Token Tax LLC.
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.
JOHN MITCHELL, LLB, MST, EA is a tax attorney at the J Mitchell Law Firm, PC in Houston, Texas and former IRS Appeals Officer (Exam). John began his career in tax as an unenrolled preparer in 1990 doing 1989 returns "by hand." Over the course of 30+ years, John has prepared over 10,000 tax returns. After graduating number one in his law school class in Guadalajara, Mexico John returned to the Houston area sitting for the Enrolled Agent exam, passing on the first try in 2015. John currently handles a wide variety of tax controversy matters involving serial non-filers, IRS Examinations, IRS Collections (including CNC, Installment Agreements, and Offers in Compromise), IRS Appeals and Tax Court Litigation. John has handled over $100 Million in tax controversy matters in his 10-years as an EA. Most recently, John passed the California Bar Exam and in 2024 he was one of only ten people in the United States to pass the United States Tax Court admission exam (out of 163 test takers). John is a best-selling author and has written in national tax journals as well as having been a radio and television talk show host and on-air contributor speaking on tax matters. John is also a nationally-known public speaker having spoken for the NAEA, NATP, Texas Society of Enrolled Agents, Michigan Society of Enrolled Agents, and the Internal Revenue Service. He also is the host of the Tax Pro Podcast. John speaks Spanish at a native-speaker level and in his down time he enjoys books, movies, music and spending time with family. He is a husband, father of two, stepfather of two, and grandfather of two.
CHRISTI MONDRIK, attorney, focuses her practice on 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. She also represents federal tax clients at the administrative appeals level and in proceedings before the United States Tax Court and the United States District Courts. She 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 served as the 2019-2020 Chair of the State Bar of Texas Tax Section. She has served on its governing council for two terms and has served as chair and vice-chair of its Tax Controversy, CLE and Solo and Small Firms Committee Committees. She served as the chair of the 2014 State Bar Tax Section Annual Meeting planning committee and was co-chair of its 2016-17 Leadership Academy program.
LAUREN OLSON is a partner at the law firm of Leu, Peirce & Olson, PLLC, where she practices Elder Law, focusing on all legal issues affecting seniors and long-term care planning, including public benefits (Medicaid and VA) planning, estate planning, contested guardianships, and contested probates.
Lauren graduated cum laude from SMU Dedman School of Law in 2013. She earned her Bachelor of Arts, summa cum laude, in Communications, with a minor in English, from Saint Louis University in 2009, where she also played Division I Women’s Soccer. Before pursuing her JD, Lauren was a full-time volunteer with the Marianist Volunteer Program supporting adults with developmental disabilities in St. Louis.
Lauren currently serves as the Immediate Past President of the Collin County Bar Association’s Estate Planning and Probate Section and recently served on the board of the Estate Planning Council of North Texas. Lauren is a member of the newlyformed Dallas Probate Inn of Court and frequently volunteers with Legal Aid of Northwest Texas.
Lauren can be reached at (972)996-2540 or by emailing lolson@leulawfirm.com.
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.
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.
ALEX VELAZQUEZ has joined Source Advisors as Director of Tax Controversy within the R&D Department, reporting to Rachel Bishop. An attorney with nearly a decade of experience in tax credit and incentives advocacy, he has developed strategies for defending and optimizing studies involving the R&D Credit, 179D deduction, Employee Retention Credit, and other tax incentives. With expertise in all phases of exam defense—including audit management, appeals presentations, and settlement negotiations—Alex brings a wealth of knowledge to the team. He earned his law degree from the Paul M. Hebert School of Law at LSU, graduating with Law Review honors and distinction in legal writing.