Frank R. Acuña, Esq.

Acuña * Regli LLP

Frank R. Acuña is a California State Bar certified specialist in estate planning, trust, and probate law. His practice includes estate planning, business and real estate succession planning, special needs trusts, inheritance litigation, and general business and real estate advice. He is also a nationally recognized expert in real estate wealth transfers and in succession planning for farms, ranches, and vineyards. With more than 27 years of front-line legal experience in the business, insurance, and banking worlds, professionals and businesses rely on Mr. Acuña as their outside general counsel. He listens with the ear of a business owner, diagnoses business, and legal issues that arise, and creates teams of professionals to guide and protect his business clients. When otherwise unavoidable, Frank is a well-qualified trial attorney. Where other attorneys push paper through years of litigation, Frank is focused on trial tactics and formulates a strategy to produce the best outcome at settlement or trial. It is the difference between an experienced trial attorney and an ordinary “litigator.” As a professional advisor, Frank has taught tax seminars for the National Tax Practice Institute, the California Society of Enrolled Agents, the California Society of Tax Professionals, and a number of national, state and local chapters of the National Association of Enrolled Agents and the American Institute of Certified Public Accounts. He is a featured speaker for the Professional Fiduciary Association of California and the California Association of Public Administrators, Public Conservators, and Public Guardians. He advises tax, fiduciary, and real estate professionals throughout California and was honored by the California Society of Enrolled Agents as its 2010 Booster of the Year.



 

Karen Brosi, EA, CFP®

Karen Brosi, EA, CFP®, LLC.

Karen Brosi, EA, CFP®® has been practicing in Palo Alto for over 15 years. She is a Certified Financial Planner professional and is Enrolled to Practice before the Internal Revenue Service. Prior to establishing her own firm, Karen was a senior tax specialist and director of the financial planning department at a respected Palo Alto CPA firm. A native Californian, she completed her undergraduate education at Cal Poly, San Luis Obispo, with a major in Mathematics. In the community, Karen is active in her local church and the Palo Alto Rotary Club. She is the founding president of FANS of Cal Poly Theatre, an Alumni Association Support Group, and is a past-president of Golden Gate Chapter and past officer of the California Society of Enrolled Agents. Karen advises clients in individual tax and family wealth planning. A frequent lecturer, Karen has written articles on various tax and financial planning topics and has been widely quoted in the print media, particularly the San Jose Mercury News.



 

Carol A. Campbell, Director

Internal Revenue Service, Return Preparer Office

Carol A. Campbell was named director of the IRS Return Preparer Office in August 2012. As director, she is responsible for the IRS’s oversight program of the tax professional industry. She received her undergraduate degree from the University of Virginia and her law degree from the College of William and Mary. Campbell worked at the U.S. Department of Labor prior to joining the IRS in 1991. At the IRS, she served as a senior docket attorney in Chief Counsel and later as counsel to the National Taxpayer Advocate. In 2003, she became Division Counsel for Wage and Investment. In May 2010, she became Deputy Chief of Staff for the IRS Commissioner. Her office handles the preparer tax identification number (PTIN) program and registration of almost 700,000 tax return preparers and other tax professionals with the IRS, as well as oversight of the Annual Filing Season Program and all enrollment programs.



 

Joyce E Cheng, EA

Law Offices of A. Lavar Taylor

Joyce E. Cheng has been employed by Law Offices of A. Lavar Taylor LLP for over 25 years as a paralegal and Enrolled Agent. The firm specializes in tax controversies at the federal and state levels. Ms. Cheng became an enrolled agent in 1999 after recognizing the credential would enhance her ability to assist clients with tax problems. She works on a broad range of matters including, but not limited to, income tax audits for individuals, self-employed, and businesses; sales tax audits; collection matters for federal and state agencies – IRS, EDD, CDTFA and FTB; collection due process hearings; appeals matters; FBAR filings, and bankruptcy discharge analysis. Ms. Cheng also writes blogs for the firm website bi-annually. Ms. Cheng previously enjoyed a rewarding 13-year career as a speech pathologist before changing career paths. Ms. Cheng began her legal career working for the senior partner of a Dallas law firm where she handled estate planning, probate and civil litigation matters, implemented a pre-paid legal services program, and organized and managed paraprofessional staff. Following her move to California, Ms. Cheng worked as a Paralegal Specialist at the Office of District Counsel for the IRS where she handled Tax Court cases involving tax fraud, tax shelters, and unreported income issues; she reviewed offers in compromise for legal sufficiency; she assisted attorneys at trial, and also facilitated settlements with appeals pre-trial. In addition to her paralegal responsibilities, Ms. Cheng was also a contract officer technical representative, and she was the leader of a district Quality Assurance Management Team. Ms. Cheng’s career has always involved leadership and training as a constant. Ms. Cheng has participated in CSEA and OCCSEA for over 15 years and has held all officer positions at both the state and chapter level. Ms. Cheng’s other passion is Legislative Affairs. She is the current Chair of CSEA’s Legislative Affairs Committee, has served as Vice-Chair and COG, and has been a member of the committee since 2011. Her favorite activities are advocacy including CSEA’s STALM, Stern/Mulak Legislative Day, and NAEA’s Fly-in Day. Ms. Cheng has also had the privilege of testifying before state Senate committees to support legislation relevant to California taxpayers and the tax practitioner community. Ms. Cheng has also participated as a co-author and presenter at the California State Bar’s Sacramento Delegation in 2019.



 

Erin M. Collins, Taxpayer Advocate

Internal Revenue Service, Taxpayer Advocate Service

Erin has more than 35 years of experience in tax law. She began her career as an attorney in the IRS Office of Chief Counsel, where she worked for nearly 15 years in the Los Angeles District Counsel office. She then spent 20 years at KPMG, where she was managing director of the firm’s tax controversy practice for the Western region. Erin understands the critical work that TAS performs daily and that this is an ever-changing, turbulent, and unsettling time to assume leadership of the TAS organization. She recognizes the COVID-19 pandemic has turned lives and communities upside down and is having a devastating impact on the U.S. economy and the ability of U.S. taxpayers to comply with their tax obligations. More recently, Erin represented several taxpayers on a pro bono basis in resolving disputes with the IRS. Throughout her career, she has been fortunate to work with many professional and hardworking IRS and TAS employees across the country. As a tax practitioner, she had enormous respect for TAS’s role as the “voice of the taxpayer.” She believes TAS’s role is more important today than ever and therefore, assumed her role ahead of schedule. She stated, “I want to assure you it will always be my first and foremost priority to protect the health and safety of taxpayers and employees as we continue to address the challenges presented by this National Emergency.



 

Marc J. Dombrowski, EA

Tax Help Associates, Inc.

Marc J. Dombrowski, EA, specializes in IRS/state collections cases, settlements with the IRS, tax lien releases, and corporate officer assessments. He has lectured since 1994 on advanced collection topics. As an enrolled agent, he is licensed to practice before the IRS in all 50 states. He received the 2020 NAEA President’s Award for his contributions to the practitioner community. He is a former contributor to CNBC, the NAEA’s EA Journal and the Wall Street Journal online. He is a Level 1, Level 2, Level 3, and Graduate Level instructor with the National Tax Practice Institute™ (NTPI®). He has had speaking engagements at many of NAEA’s state affiliates, at enrolled agent the National Association of Tax Professionals, and at the Ohio Society of Enrolled Agents’ Annual Conventions. He has collaborated with Tax Practice Pro to provide several collections webinars and podcasts that qualify for continuing education on IRS and state collection topics. Mr. Dombrowski is also a FINRA arbitrator.



 

Thomas A. Gorczynski, EA, USTCP

Gorczynski and Associates, LLC

Thomas A. Gorczynski, EA, USTCP is a nationally recognized speaker and educator on federal tax law matters. He is editor-in-chief of EA Journal, author of the Tom Talks Taxes online newsletter, the co-author of the PassKey Learning Systems EA Review Series, and co-owner of Compass Tax Educators. He is an Enrolled Agent, a Certified Tax Planner, a National Tax Practice InstituteTM Fellow, a Certified Tax Resolution Specialist, and admitted to the bar of the United States Tax Court as a non-attorney. Tom earned a Master of Science in Taxation from Golden Gate University and a Certificate in Finance and Accounting from the Wharton School at the University of Pennsylvania. He received the 2019 Excellence in Education Award from the National Association of Enrolled Agents and the 2018 Member of the Year Award from the American Institute of Certified Tax Planners. Tom’s tax practice in Phoenix, Arizona focuses on implementing advanced tax reduction strategies and representing taxpayers with complex tax problems before the IRS and in the United States Tax Court.



 

Monica Haven, EA, JD, LLM

Monica Haven is an enrolled agent with J.D. and LL.M. degrees in law and taxation. She is a nationally recognized speaker and a sought-after guest lecturer on college campuses and at community organizations. She loves to teach and welcomes every opportunity to share her experience and expertise in the classroom, even as she maintains her Southern California tax practice which serves clients throughout the world. Monica’s students have said she’s a “fantastic speaker” who can take “hard subjects and put them into concepts that are easy to understand.” She is “clear, articulate and expressive” and “has energy down to the last minute of the last class of the last day.” For additional information and published articles, head for Monica’s website at www.mhaven.net.



 

Claudia A. Hill, EA

Tax Mam, Inc.

Claudia Hill, EA, is a nationally recognized tax professional and frequent lecturer on taxation of individuals and representation before the IRS. She is the editor-in-chief of the Wolters Kluwer, (formerly CCH) Journal of Tax Practice & Procedure, co-author of CCH Expert Treatise Tax Practice & Procedure, and a frequent presenter for both audio and in-person CPE seminars nationwide. Claudia coordinates a “dream team of tax controversy advisors” for the IRS Watch blog on Forbes.com. Claudia was named as a Top Ten Nominee by Tax Analysts as 2011 Person of the Year.  She is a National Tax Practice Institute™ (NTPI®) instructor, NTPI Fellow®, and former Dean of the National Tax Practice Institute. She is owner and principal of Tax Mam, Inc. and TMI Tax Services Group, Inc. in Cupertino, California.



 

Clarice Landreth, EA

Omni Financial

Clarice Landreth, EA is a Fellow of NTPI, class of 2013. Clarice is the Quality Assurance Analyst at Omni Financial in Broomfield, Colorado. Clarice has over 18 years of experience representing taxpayers before the IRS and State taxing authorities. Offers in Compromise and Trust Fund Recovery Penalty Representation are among her areas of expertise.



 

Robert E. McKenzie, EA, Esq

Saul Ewing Arnstein & Lehr LLP

Robert E. McKenzie is a partner of the law firm of Saul Ewing Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representation before the Internal Revenue Service and state agencies. He has lectured extensively on the subject of taxation. He has presented courses before thousands of CPA’s, attorneys and enrolled agents nationwide. He has made numerous media appearances including Dateline NBC and The ABC Nightly News. He dedicates a major portion of his time to representation before the IRS. In 2017 Mr. McKenzie received the American Bar Association Civil and Criminal Tax Penalties Committee’s Jules Ritholz Award. The award recognized McKenzie’s dedication and achievement in the field of tax controversy. From 2009 to 2011, Mr. McKenzie was a member of the IRS Advisory Council, which advises IRS management. He has been selected as a Fellow of the American College of Tax Counsel and served as its President from 2017 to 2018. He was a vice chair of the ABA Tax Section (2003-2005). Mr. McKenzie is past chairman of the Employment Tax Committee, past co-chair of the Task Force for Bankruptcy Legislation of the ABA Section on Taxation and past chairman of the Chicago Bar Association Federal Tax Committee. He was Dean of the National Tax Practice Institute (1998-2002). Additional information can be found on Mr. McKenzie’s website, mckenzielaw.com, where he also keeps an active tax blog. Mr. McKenzie received his J.D. with High Honors from the Illinois Institute of Technology, Chicago Kent College of Law.



 

Alice Orzechowski, CPA, CMA, EA

Alice Orzechowski CPA LLC

Alice Orzechowski, CPA, CMA, EA, was born and raised in Washington, DC. She holds BS degrees in Economics and Accounting from the University of Maryland, and an MS in Administration and Management from Hood College. She is licensed as a Certified Public Accountant, Certified Management Accountant, and Enrolled Agent. Alice has provided advice on tax-related matters in The Washington Post, The Frederick News Post, in various AARP publications, and on Wall Street Journal Radio, CNN, and Today’s Woman Television and is a national speaker on tax topics. Alice earned the CPA accreditation in 1976, and over the course of her 40-year career has developed a wealth of tax-related knowledge. She is published on the topic of tax planning for college expenses, and is a recognized expert on intergenerational wealth transfer. She is also the author of numerous articles and textbooks for tax professionals including “101 Tips for Maximizing College Financial Aid” and “Success Strategies for Understanding and Avoiding AMT.” Alice is the owner of her own CPA practice, Alice Orzechowski CPA, LLC. She is also well-versed in federal and local corporate tax laws, and advises hundreds of clients on corporate tax strategy. In addition, Alice specializes in taxes for individuals, small businesses, and estates and trusts. Alice and her husband Scott live in the mountains on Caprikorn Farm, where they raise award-winning Saanen dairy goats and make cheese that is distributed to various high-end food stores such as Whole Foods. They currently have over 100 goats, each of which they have named!



 

Alan L. Pinck, EA

A. Pinck & Associates

Preparing tax returns since 1989, Mr. Pinck passed the Department of Treasury’s Special Enrollment Exam in 1992 and became an Enrolled Agent in 1993. His areas of expertise lie in audit representation before federal and state taxing authorities, personal and business income tax returns, and small business tax and consulting. Operating in California’s Silicon Valley has given Mr. Pinck a unique experience in a variety of industries including high tech, construction, and hospitality to name a few. Volunteering as a regular speaker for Silicon Valley S.C.O.R.E. since 1990, Alan has been working with some of these companies from an early stage in their business. Alan is a nationally recognized presenter on various tax topics ranging from preparation to representation, and besides being a regular speaker at Super Seminar he has also spoken for Spidell Publishing Inc. and NTPI. He has also moderated Tax Talk Today, an online series of programs designed to educate all tax practitioners.



 

Lawrence K. Pon, EA, CPA, USTCP, CFP®, PFS, AEP

Pon & Associates

Mr. Pon has been in practice since 1986 and enjoys speaking to tax professionals on tax planning and tax preparation topics. Mr. Pon is an EA, CPA, USTCP, CFP®, PFS, and AEP in Redwood Shores, CA. He has been speaking nationally for NAEA and Surgent CPE and locally through out California. Mr. Pon received his Masters in Taxation from Golden Gate University and BS in Accounting & Finance from UC Berkeley.



 

Jane Ryder, EA, CPA

Brass Tax Ryder Professional Group. Inc

Jane Ryder, EA, CPA has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm, Brass Tax Ryder Professional Group, Inc., and writes and speaks on many income tax, business compliance and accounting topics. She received a BS in Business Administration (Accounting) from SDSU and is currently licensed with the California State Board of Accountancy and with the Internal Revenue Service as an Enrolled Agent.



 

Mark F. Seid, EA, CPA

Seid and Company, CPAs

Mark F. Seid is an enrolled agent, certified public accountant and is admitted to practice before the U.S. Tax Court. He was an Internal Revenue Agent with the IRS in San Jose and San Luis Obispo, California. Mark is an NTPI graduate. He has served as a state director for the California Society of Enrolled Agents (CSEA) and chaired the CSEA Finance and Budget committee. Mark has an active tax practice in Paso Robles, California specializing in small businesses and tax controversy. He regularly presents courses to tax professionals on issues impacting small businesses. For the last several years Mark has been presenting federal and state tax update courses throughout the United States and internationally.



 

John C. Sheeley, EA

Tax Practice Pro Inc

Chester, New York based John Sheeley, EA began his career in the tax industry in 1987, passing the IRS special enrollment exam in 1995. His career includes 13 years as a multi-unit franchisee of a national tax firm and 5 years as a tax manager at a regional CPA firm in New York. A National Tax Practice Institute fellow, John completed his undergraduate education at the State University of New York at Oswego. John formed his current tax services firm in 2008, with a focus on the tax and representation needs of U.S. citizens living abroad, and non‐resident alien entrepreneurs and entertainers living and working in the United States. The Firm prepares the occasional cannabis industry and crypto currency tax return. John is also the founder of Tax Practice Pro, Inc, a national continuing education provider. His current teaching focus centers on taxation of legal marijuana businesses, problems of S corps, and taxation of non-resident aliens and those living abroad.