2024 Conference Speakers

 Judge. Born in Colorado. Bachelor of Business Administration from the University of Texas at Austin, cum laude, and Juris Doctor from the University of Texas School of Law. Certified Public Accountant (Texas, 1988); admitted to the State Bar of Texas (1992). Ernst & Whinney (1986-89); Law Clerk to Justice Cook of the Texas Supreme Court; Attorney-Adviser to Judge Mary Ann Cohen of the US Tax Court (1992-93); Adjunct Professor at Our Lady of the Lake University (1997-99); Partner with Clark Hill PLC. Recipient of the American Bar Association Section of Taxation's Janet Spragens Pro Bono Award (2009); Tax Person of the Year by Tax Analysts (2012); San Antonio Tax Lawyer of the Year (2011, 2017, 2018). Chair, State Bar of Texas Tax Section for the 2013-14 term. Appointed by President Trump as Judge of the United States Tax Court; sworn in on October 12, 2018 for a term ending October 11, 2033.

Roslyn Banks - After earning her degree in Finance from The College of William & Mary, Roslyn worked at one of the nation’s largest retail banks. Her diverse Financial Planning and Analysis work experience has been a great resource to her tax practice.  Roslyn was recognized by CPA Practice Advisor as a 2018, 2021, 2022, and 2023, top “40 Under 40” leader in the accounting profession for her exemplary leadership, innovative thinking and community outreach outside the workspace. She is also the author of two children’s books highlighting the accounting industry. 
 

Grace P Bates, EA, CAA has a small practice in Plano, TX doing Accounting, Business and Individual Taxes, and Tax Resolution for the past 8 years. Prior to that, she was a CFO for a large NGO in Dallas and a Financial Comptroller in Corporate America.

Education: Enrolled Agent with the Internal Revenue Service

Attended Utah State University, BSc, Major in Accounting and Minor in Computer Science

Board Member of North Texas EA Society and Tax Alliance Conference. 

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).

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. 

Steve Carter is a seasoned tax preparer,  with over 30 years of experience in tax preparation. He has graduated from Dallas Baptist University and has been licensed as an Enrolled agent since 2003. His passion is to assist his clients in maximizing the benefits available in the tax code, allowing them to pay the least amount of tax legally possible!

Based in Richardson, Carter Group Tax Service utilizes a team approach to offer individuals and businesses a comprehensive set of options to meet their needs. Our professionals offer not only high-quality tax preparation but add to that bookkeeping, payroll, planning, representation and consultation services, to help you navigate the realities of business.

Steve takes his membership in the tax preparation community as a serious responsibility and strives to collaborate and give back through a variety of organizations including Tax Alliance Conference, National Association of Tax Professionals, Texas Society of Enrolled Agents and others. As a recipient of strong mentorship throughout his career, he seeks to be involved in leadership, training and in promoting his profession.

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.  

 Sharyn M. Fisk was named Director of the IRS Office of Professional Responsibility (OPR) in January 2020. As Director, she is responsible for the IRS’ oversight of tax professionals who practice before the IRS as set out in Treasury Circular 230.

Sharyn’s extensive background in the tax community brings over 20 years of tax experience to the OPR position. Before coming to the IRS, Sharyn was Professor of Tax at Cal Poly Pomona and Director of the University’s VITA program. Prior to teaching, Sharyn was in private practice specializing in tax controversies. As a private practitioner, Sharyn represented hundreds of individuals, businesses, and corporate taxpayers before the IRS, the Department of Justice Tax Division, federal and state courts, and state taxing authorities. These matters involved civil examinations and appeals, criminal investigations, and tax collection issues. Before becoming a private practitioner, Sharyn clerked for the Honorable Maurice Foley, Judge, U.S. Tax Court.

Sharyn has held leadership roles in several professional organizations. She served as a former Chair of the Tax Policy, Practice and Legislation Committee for the American Bar Association (ABA). She is a past Chair of the Taxation Section of the Los Angeles County Bar Association and the Taxation Section of the Beverly Hills Bar Association. In 2019, Sharyn concluded a three-year term as a member of the IRS Advisory Council (IRSAC). She chaired a task force on unenrolled return preparers on behalf of the Standards of Tax Practice Committee for the ABA Taxation Section. She is also a Fellow of the American College of Tax Counsel. Sharyn wrote and spoke extensively before national, state, and local tax professional organizations on all aspects of civil and criminal tax controversy issues and ethics in tax practice.

Sharyn earned a B.A. in Journalism from San Diego State University, a J.D. from Rutgers University, and an LL.M in taxation from the New York University School of Law.

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 Jackson's practice focuses on all areas of federal tax controversy in both the civil and criminal divisions of the Internal Revenue Service.

He represents taxpayers in the examination, appeals, and collections divisions of the IRS, as well as litigating cases against the IRS in Federal District Court, United States Tax Court, and Bankruptcy Court. Robert’s practice also concentrates on resolving white collar criminal investigations and prosecutions.

In addition to tax controversy, Robert's practice includes asset protection, entity formation and the drafting of wills and trusts.

Robert is a frequent speaker on tax controversy, IRS procedure, and litigation matters. He serves on the North Texas Representation Counsel and the Tax Controversy section of the State Bar of Texas.

Rob can be contacted at Coleman-Jackson PC, (972)810-4380 or by emailing robert@coleman-jackson.com.

Jackie Meyer CPA  - " My passion is resourcing and coaching accounting firm owners through a proven process to build a business you finally love." 

Accountants and tax planners like us aren’t simply numbers crunchers. We’re strategic thinkers who add tremendous value to our clients. 

Yet whether you’re an army of one or lead an entire team, it seems that for every one thing you cross off your to-do list—two more take its place. The irony is growth is a byproduct of your success. Every win I experienced in the early days of my firm was exciting and left me feeling hopeful and excited for the future. But, I quickly found out that growth carried a daily grind of running my business that I wasn’t prepared for. 

Serving clients. Growing my team. Building systems. 

These are all needed things to succeed for the long haul. But let’s face it…

A degree in finance or accounting from even the best academic institution doesn't adequately prepare you to both do the work and operate a business you love at the same time. In my time running my firm, I’ve made mistakes and learned best practices along the way that completely transformed my firm (and life). Now, my focus is packaging and passing those insights on to you and other accountants so you can build a business you love.  

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.

William Roberts

Bill Roberts has over 30 years of experience with the IRS, including almost 10 as the Local Taxpayer Advocate (LTA) in the Dallas Taxpayer Advocate Service (TAS) office. He formerly worked as a Collection Manager and also served as a Collection Policy Analyst. As the Dallas LTA he leads one of the bigger TAS offices with 3 managers and about 30 Case Advocates (CA).  He served as a coordinator for the National Tax Forum and managed the Case Resolution Room. 

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.