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KAREN MCAFEE​: ANALYSIS OF THE LATEST TAX LEGISLATIVE PROPOSALS

WEDNESDAY, MAY 19TH at 1:15 PM - 2:00 PM      

Karen McAfee

Staff Director

U.S. House Ways & Means

Oversight Subcommittee

Karen McAfee joined the Ways and Means Committee Democratic staff as Tax Counsel in 2007.  Since that time, she has served numerous roles, including Staff Director of the Oversight Subcommittee, General Counsel of the Oversight Subcommittee, General Counsel of the full Ways & Means Committee, and Chief Tax Counsel for the Committee.  Prior to joining the committee staff, Karen spent more than 10 years in private practice at two law firms in Washington.  She received her B.S> from the University of Maryland and her J.D. from the University of Virginia School of Law.

ADAM CARASSO​: ANALYSIS OF THE LATEST TAX LEGISLATIVE PROPOSALS

WEDNESDAY, MAY 19TH at 1:15 PM - 2:00 PM        

Adam Carasso

Senior Tax and Economic Advisor

 

U.S. Senate Finance Committee

Adam Carasso is currently the Senior Tax and  Economic Advisor for the U.S. Senate Finance Committee since December 2013.  Prior to that, he was the Chief Economist, Committee on the Budget for the U.S. House of Representatives from 2008-2013.   The Senate Finance Committee concerns itself with matters relating to taxation and other revenue measures generally.

RUSS SULLIVAN​: ANALYSIS OF THE LATEST TAX LEGISLATIVE PROPOSALS

WEDNESDAY, MAY 19TH at 1:15 PM - 2:00 PM      

Russell W. Sullivan

Shareholder

Brownstein Hyatt

Farber Schreck

Russ Sullivan chairs the firm’s National Tax Policy Group and provides unparalleled insight into the legislative and regulatory risks and opportunities related to tax policy. Russ is a Capitol Hill veteran who spent 14 years with the Senate Finance Committee, including nine as staff director. He leverages his vast network and industry expertise to devise and execute complex strategies for both nonprofit and for-profit clients on a broad range of issues, including health care, pension planning, trade, economic development and tax policy.

As Senate Finance Committee staff director,  Russ worked across the aisle to advise committee chairs from both political parties, Sen. Chuck Grassley (R-IA) and Sen. Max Baucus (D-MT). During his time there, Russ saw some of the most important issues within the business community come before the committee, and he played an integral role in drafting such sweeping legislation as the JOBS Act of 2004, the Medicare Modernization Act of 2004, the Pension Protection Act of 2006 and the Affordable Care Act of 2009. His firsthand contributions to these pieces of legislation allow him to provide contextual insight into current tax and health care policy debates. Prior to his time as staff director, Russ served as chief tax counsel on the Senate Finance Committee and as legislative director for Sen. Bob Graham (D-FL). During his career on Capitol Hill, Russ developed an extensive network, managing over 600 staff members and policy professionals – many of whom currently serve in senior government positions.

This experience has driven successful outcomes for Russ’ clients. He recently shepherded a grandfather provision into tax legislation to save a multi-billion dollar transaction and helped lead an effort to prevent tax increases proposed during tax reform from becoming law.

Russ is passionate about fostering at-risk youth, serving as the legal or designated guardian for 22 teenagers over the past two decades. He has continually fought for an increase in the adoption tax credit.

Community

Finance Chair, Board of Directors, Congressional Coalition on Adoption Institute

Finance Chair, Board of Directors, The Fourth Sector Group

Member, Board of Directors, Capital Area Reach

Member, Board of Directors, John Leland Seminary

Recognition

Chambers USA, 2019-2020

Best Lawyers in America, 2018-2021

JD Supra, Readers Choice Awards in Tax category, 2020

Membership

Member, Board of Directors, Child Development Center at the Church at Clarendon

David P. Alito: IRS Presentation

WEDNESDAY, MAY 19TH at 2:00 PM - 2:30 PM      

David P. Alito

Deputy Commissioner,

Wage and Investment Division

IRS

David Alito is the Wage and Investment Division (W&I) Deputy Commissioner. In this role, he assists the W&I Commissioner in the oversight of all W&I organizations. The W&I Division employs approximately 36,000 employees and has responsibility for delivering customer service (including telephone and face-to-face assistance) and tax return processing for all of America's taxpayers as well as pre-refund compliance activities for W&I taxpayers. In addition, the W&I Division support organizations provide oversight of modernization and management of technology, strategic planning and direction, communications, and strategic human capital management, ensuring safety and security and critical infrastructure, formulation and execution of the budget, and advancing equal opportunities for employees.

In January 2021, David was appointed for an additional role as the Deputy Chief Taxpayer Experience Officer, where he will assist the IRS’s first Chief Taxpayer Experience Officer unify and expand efforts across the agency to serve taxpayers. This new IRS position is part of a larger effort related to the Taxpayer First Act.

 

David began his IRS Career in 1987 as a tax examiner. Throughout his career, he has held positions in a variety of Compliance and Customer Service functions. A native of Binghamton, NY, David studied at the University of Florida in Gainesville, where he earned a bachelor’s degree in political science. 

LISA B. NELSON​: LATEST HAPPENINGS POLITICALLY IN CONGRESS AND THE ADMINISTRATION

WEDNESDAY, MAY 19TH at 3:30 PM - 4:00 PM

Lisa B. Nelson

Chief Executive Officer,

 

American Legislative Exchange Council (ALEC)

Lisa B. Nelson is the CEO of the American Legislative Exchange Council, a 45-year-old nonprofit think tank dedicated to the principles of limited government, free markets and federalism. It is the largest nonpartisan, voluntary membership organization of state legislators in the United States, and it counts nearly one-quarter of all state legislators and hundreds of business leaders and entrepreneurs as members. Together, ALEC members discuss policy and develop real plans of action to protect hardworking taxpayers and create effective, efficient and accountable state governments.

Since 2014, Lisa B. Nelson has led her team to new levels of success in states across America. Supported by ALEC’s academies, forums and research, ALEC legislative members are 2.71 times more collaborative and 1.3 times as effective at introducing and passing legislation than any other section of legislators across the spectrum.

For 16 years before ALEC, Lisa led government relations departments in the private sector at such companies as Visa and AOL Time Warner. Her work covered issues ranging from technology-based data security, privacy, financial services, and intellectual property in international, federal and state-based legislatures.

 

Prior to her time in the private sector, Lisa worked on Capitol Hill, where she served as Public Affairs Liaison for the U.S. Speaker of the House Newt Gingrich from 1995 to 1998. As Executive Director of GOPAC in 1994, Lisa led the historic campaign effort that resulted in the first Republican Congressional Majority in more than 40 years.

In 2018, Lisa was asked to serve as a Commissioner for the White House Fellows Program. This preeminent program offers exemplary Americans the opportunity to work with top-ranking officials within the federal government and to participate in an education program with respected leaders of both the private and public sectors.

 

Lisa has always had a keen eye towards media and new uses for hyper-relevant data, and as technology becomes more ubiquitous, her background in communications for the National Party Conventions has allowed her to stay on the cutting edge. While at National Review magazine, Lisa founded the National Review Institute. She continues to actively participate in organizations and foundations in Washington, D.C. and serves on the board of the State Financial Officers Foundation.

 

Lisa is a political science and international relations graduate of the University of California at Berkeley. She and her husband David live in McLean, Virginia and have two children, Sam Creed and Britton Elizabeth.

STEPHEN M. RYAN: LATEST HAPPENINGS POLITICALLY IN CONGRESS AND THE ADMINISTRATION

WEDNESDAY, MAY 19TH at 3:30 PM - 4:00 PM

Steve Ryan

Partner

McDermott Will
& Emery

Stephen (Steve) M. Ryan has been a long-term legal and policy advisor to the tax industry, providing lobbying, litigation and counseling services for ACTR, Free File and others in our industry for decades. He is skilled at addressing the combined legal, political and press related challenges stemming from congressional oversight and investigation and public life. 

Steve served as general counsel to the US Senate Committee on Governmental Affairs (GAC)for his hero, Chairman John Glenn. He served President Reagan’s Administration as Deputy Counsel of the President’s Commission on Organized Crime, directing investigations against La Cosa Nostra, tongs and other criminal groups. He served as an Assistant U.S. Attorney in Washington, DC, prosecuting criminal cases. 

 

Steve is one of the few lawyers who can both effectively lobby or litigate. For clients in this industry, he has won a number of noted US District Court and Court of Appeals cases that created important legal precedents regarding tax day bank products and tax companies. Steve has won significant policy and legal cases regarding internet governance and cyber security issues. Steve has defended nationally prominent clients who are ‘misunderstood’ by their government in white collar matters. He has often been called upon to help conduct internal investigations to assist management and corporate boards. He now serves on the board of a publicly traded defense contractor.  

As part of his deep commitment to pro bono activity, Steve has represented Operation HOPE, a financial literacy group, for the last decade.  He is also a Board member of the most important regional theatre company in America, the Shakespeare Theatre Company in Washington DC.  Previously, Steve was an adjunct professor at Georgetown University Law Center. He is co-author of a book on procurement ethics and has published numerous professional articles on congressional policy-making and on the interface of criminal and government procurement law. He is frequently quoted in leading newspapers and appears on television. He was honored to serve as the law clerk for a US District Court Judge at the inception of his 41 year legal career. 

THE HONORABLE CHARLES P. RETTIG

THURSDAY, MAY 20TH at 1:00 PM - 1:30 PM      

The Honorable
Charles P. Rettig​

Commissioner​

 

IRS

Charles P. Rettig is the 49th Commissioner of the IRS. As Commissioner, Mr. Rettig presides over the nation’s tax system, which collects approximately $3.4 trillion in tax revenue each year. This revenue funds most government operations and public services. Mr. Rettig manages an agency of about 80,000 employees and a budget of approximately $11 billion.

In leading the IRS, Mr. Rettig is focused on improving service to the nation’s taxpayers, balancing appropriate enforcement of the nation’s tax laws while respecting taxpayer rights.

Previously, Mr. Rettig was with the law firm of Hochman, Salkin, Rettig, Toscher & Perez, P.C., for more than 36 years. In his practice, Mr. Rettig represented thousands of individuals, businesses and corporate taxpayers before the IRS, the Department of Justice Tax Division, federal and state courts and state taxing authorities. These cases involved civil examinations and appeals, criminal investigations and tax collection matters.

Mr. Rettig has held leadership roles in a number of professional organizations, most recently serving as Vice Chair-Administration, for the American Bar Association’s Section of Taxation, and President of the American College of Tax Counsel. He was a member of the IRS Advisory Council (IRSAC) for three years beginning in 2008, and served as IRSAC’s chair from 2010 to 2011. He also served as Chair of the Taxation Section of the State Bar of California and has served on the advisory boards of both the Franchise Tax Board and the Board of Equalization in his home state of California.

Mr. Rettig has received numerous professional honors during his career from organizations across the country. He has been a featured speaker and panelist at hundreds of tax conferences throughout the U.S., Europe and Central America. And he has authored numerous tax-related articles.

He received a B.A. in Economics from the University of California at Los Angeles, as well as a J.D. with honors from Pepperdine University and an LL.M. in taxation from New York University.

Mr. Rettig, who is married to Tam Rettig, is also active in numerous civic and philanthropic activities. He’s the founder of the UCLA Extension VETS COUNT Scholarship Fund and active in the Wounded Warrior Project, Advance Guard.

DIETRA GRANT: "Alphabet Soup of 2021"

THURSDAY, MAY 20TH at 1:40 PM - 2:10 PM      

Dietra Grant

Director of the Customer Account Services (CAS)

 

IRS

Dietra Grant is the Director of the Customer Account Services (CAS) organization. W&I CAS is the largest single entity in IRS and serves as the cornerstone of IRS filing season operations, employing nearly 35,000 individuals in
25 locations nationwide during the peak filing season. CAS accomplishes its mission through four key operations — Submission Processing, Accounts Management, the Joint Operations Center, and Electronic Products and
Services Support.

Prior to this assignment, Dietra was the Director of the Customer Assistance, Relationships and Education organization. In this role, she had oversight of the Stakeholder Partnerships, Education and Communication, Media and Publications, and Field Assistance functions of IRS’s W&I Division. She was responsible for critical pre-filing services, including the development of forms, publications and notices that communicate tax requirements. Dietra oversaw the IRS’s volunteer efforts, providing assistance and support to approximately 90,000 volunteers in nearly 12,000 volunteer sites to educate and assist taxpayers with tax return filing. She was also responsible for providing face-to-face taxpayer assistance in 376 sites nationwide. Dietra met those obligations with the support of a workforce of 12 executives and over 2,600 employees. 

Dietra was also the Director, Field Assistance in the W&I Division, where she was responsible for approximately 400 physical and virtual Taxpayer Assistance Centers (TACs) nationwide. TACs are the taxpayers’ source for personal tax help when they want face-to-face assistance. The Field Assistance organization is comprised of more than 1,600 employees and managers who balance service and compliance responsibilities, primarily helping customers resolve tax account issues.  

Dietra also served as the Director, Stakeholder Partnerships, Education & Communication in W&I, where she was responsible for the delivery of tax education, free return preparation services, and financial education to our nation’s low-income, elderly, disabled, Native American, non-English speaking, and rural taxpayers. Dietra has also served as the Director, Field Assistance, Area 1.

Dietra was a participant in the 2009 Executive Readiness Program. She joined the IRS in 1985 as a taxpayer service representative.

NANCY A. SIEGER: THE IRS MOD PLAN

THURSDAY, MAY 20TH at 2:10 PM - 2:40 PM

Nancy A. Sieger

Chief Information Officer

 

IRS

Nancy Sieger is currently serving as the Chief Information Officer (CIO). In this role, she  will be responsible for all aspects of Information Technology (IT) at the IRS. She will  oversee the 7,000-person IT organization that operates and maintains the nation's tax  infrastructure and provides the tools and systems that IRS employees use every day,  with a special emphasis on driving the IRS Integrated Modernization Business Plan.  

When serving as the Acting CIO, Nancy fundamentally changed the way IT works. She  accelerated numerous digital options for both taxpayers and employees during the  COVID-19 crisis and ensured IRS employees' safety by driving improvements to  support remote access to critical systems. 

 

Prior to this, Nancy served as the Deputy CIO for Filing Season and Tax Reform. In this  role, she was responsible for ensuring the readiness of IT systems to implement the  most significant tax reform legislation in more than 30 years, the Tax Cuts and Jobs Act.  She served as Acting Deputy CIO for Operations and Associate CIO for Applications  Development in IT.  

 

Nancy has an extensive IRS career, both in Headquarters and in the Field, in both W&I  and SB/SE. A native of Washington, D.C., she began her career in Headquarters, in  what is Wage & Investment today. Nancy and her family relocated to Ogden, UT where  she gained field experience in the Ogden Campus. 

Nancy is the recipient of numerous awards including the Meritorious Presidential Rank  Award in 2018 and the Fed Scoop 50 award for exemplary federal leadership.

MARY PETERSON: 2021~STATES’ RETROACTIVITY ODYSSEY

THURSDAY, MAY 20TH at 2:55 PM - 3:35 PM      

Mary Peterson

Executive Director

Federation of Tax Administrators

Mary Peterson is the Executive Director of the Federation of Tax Administrators, the organization dedicated to improving tax administration by providing training, information sharing and interagency coordination for its member state revenue agencies. Mary formerly served as Vermont’s Tax Commissioner, as a member of the Vermont House Representative on the Ways & Means Committee, and as a local official on the Board of the Vermont League of  Cities and Towns. Mary also has worked as a tax attorney with a Northeast regional firm, and consulted with non-profits on finance matters.

SHARONNE BONARDI: 2021~STATES’ RETROACTIVITY ODYSSEY

THURSDAY, MAY 20TH at 2:55 PM - 3:35 PM      

Sharonne Bonardi

Deputy Comptroller of Maryland

Federation of Tax Administrators

Past President

On October 1, 2015, Comptroller Peter Franchot appointed Sharonne R. Bonardi as the first African American  Deputy Comptroller of Maryland. Prior to that appointment, Ms. Bonardi served in numerous roles within the Compliance Division, including Director, Deputy Director, Assistant Director, Manager of the Hearings and Appeals Section, and Attorney Hearings Officer. In each of those positions, she was the first person of color and the second female to be appointed to those roles. She has also served as an Administrative Law Judge with the  

Office of Administrative Hearings.  

Mrs. Bonardi received her B.A. cum laude in English from Trinity University. She received her J.D. from the University of Maryland School of Law, and her M.B.A.  from The Johns Hopkins University’s Carey School of Business. She was admitted to the Maryland Bar in 1993. Sharonne was named one of Maryland’s Top 100 Women by The Daily Record in 2016 and 2019. Deputy Comptroller Bonardi is also a 2018 Maryland Center Club Women in Business Financial Services  Trailblazer honoree, 2019 Maryland Leadership in Law honoree, and recipient of the 2019 Maryland State Bar Association’s Tax Excellence Award.  

Mrs. Bonardi is the immediate vice chair of SECU MD and past president of both  Federation of Tax Administrators and the Northeastern State Tax Officials  Association. She is also active in numerous civic organizations: Alpha Kappa  Alpha Sorority, Incorporated, The Links, Incorporated, and the MACPA  Foundation. 

JOHN VALENTINE: 2021~STATES’ RETROACTIVITY ODYSSEY

THURSDAY, MAY 20TH at 2:55 PM - 3:35 PM      

John Valentine

Chair for the Utah Office of the Commission

Federation of Tax Administrators

Current President

John Valentine was reappointed by Governor Spencer W. Cox as Commissioner of  Revenue and Chairman in 2021. He was first appointed by Governor Gary R. Herbert to serve as  Commissioner and Chairman of the Utah State Tax Commission in 2014. The Tax Commission  is comprised of four commissioners who have the constitutional duty to administer and supervise  all of the tax laws of the state, including property tax, income tax, franchise tax, sales tax,  gasoline and all miscellaneous taxes. The Commissioners promulgate rules, advise the legislature  and governor on tax issues, and adjudicates tax disputes. 

Prior to his appointment, John served in the Utah Legislature from 1988 to 2014, first in  the House of Representatives from 1988 to 1998 and then in the Senate from 1998 to 2014. He  served two terms as Senate President from 2005 to 2008. 

 

Commissioner Valentine was born in Fullerton, California and obtained a bachelor’s of  science degree in accounting and economics from Brigham Young University in 1973 and a juris  doctorate from BYU’s J. Reuben Clark School of Law in 1976. He was a managing partner in  the law firm of Howard, Lewis and Petersen based in Provo, where he specialized in federal and  state taxation, estate planning, contracts and business law. A Fellow in both the American  College of Trusts and Estate Counsel and in the American College of Tax Counsel, he was  awarded the Tax Practitioner of the Year by the Utah State Bar in 2008. 

 

He has been an adjunct professor of law at BYU, a certified mediator with Utah Dispute  Resolution, a Utah State Bar Examiner and a member of the Tax Section and Tax Specialization  Committee of the American Bar Association. He is the President of the Federation of Tax  Administrators and the immediate past Chairman of the Multistate Tax Commission.  

 

An avid emergency responder, Commissioner Valentine is a lieutenant with the Utah  County Search and Rescue Team, an advanced emergency medical technician (AEMT) and  National Association of Search and Rescue instructor. 

KIMBERLY J. LEWIS: 2021~STATES’ RETROACTIVITY ODYSSEY

THURSDAY, MAY 20TH at 2:55 PM - 3:35 PM      

Kimberly J. Lewis

Secretary, Louisiana Dept. of Revenue

Federation of Tax Administrators

Incoming President

Secretary Lewis is a 1998 graduate of the LSU Law Center. She attended LSU where she  received her B.A. in Political Science in 1993 and a M.A. in Public Administration in 1995. 

Before becoming Secretary of Revenue, Ms. Lewis was a partner in the Tax & Estates  Practice Group at Jones Walker, LLP focusing primarily on state and local tax matters,  economic development financing, incentives and government relations. 

 

Before joining Jones Walker, Ms. Lewis served as Special Counsel for the Office of the  Governor of the State of Louisiana, where she provided legal counsel to Governor Kathleen  Babineaux Blanco and served as Senior Policy Advisor on Revenue, Economic  Development and Insurance Policy. She also worked for six years at the Louisiana  Department of Revenue, serving as Assistant Secretary for the Office of Legal Affairs and  Confidential Assistant to the Secretary. From 1998–2000, she served as a judicial clerk to  the Honorable Justice Bernette J. Johnson of the Louisiana Supreme Court. 

 

Secretary Lewis currently serves as an ex-officio member of the Resilient Louisiana  Commission, which is charged with helping chart the state’s path from COVID-19 to a  stronger and healthier economy that is more resistant to future disruptions. She is a board  member of the Federation of Tax Administrators Board of Trustees and the Louisiana Sales  and Use Tax Commission for Remote Sellers. She was the 2016-2017 President of the  Southeastern Association of Tax Administrators (SEATA), and is a highly sought-after  speaker on matters involving income, franchise, sales/use, severance, ad valorem property,  and other tax issues. Since 2016, she has been a member of the Sales Tax Streamlining  and Modernization Commission, the Task Force on Ad Valorem Tax Structure, and the  Transportation Infrastructure Funding Task Force. She co-chaired the Task Force on  Structural Changes in Budget and Tax Policy and chaired the Louisiana Retail Food and  Beverage E-Commerce Task Force. 

 

Ms. Lewis was listed in The Best Lawyers in America© in 2015 in the area of Tax Law, and  in the 2014 edition of Louisiana Super Lawyers in the area of Tax. She has chaired the  Section of Taxation for the Louisiana State Bar Association. In 2015, she received the  Distinguished Achievement award from LSU Law Center and the Diversity Journal  recognized her as one of the “Women Worth Watching.” In 2016, The LSU E.J. Ourso  College of Business Public Administration Institute honored Ms. Robinson as the  Distinguished MPA Alumnus.  

 

Prior honors and awards: Leadership Greater Baton Rouge Class of 2003, Leadership  Louisiana Class of 2003, Baton Rouge Business Report Forty Under 40 Honoree 2006,  Louis A. Martinet Legal Society Trailblazer Award 2013, Baton Rouge Business Report  Influential Women in Business Honoree 2014, Law360 Minority Powerbrokers Q&A  Series 2015, and State Tax Notes Notable Person of 2017. 

JAROD KOOPMAN: Tales from the Crypto - The New Wave of Illicit Finance

THURSDAY, MAY 20TH at 3:35 PM - 4:00 PM      

Jarod Koopman

Director

Cyber Crime

IRS Criminal Investigation

Jarod Koopman was named the Cyber Crime Director for the Department of the Treasury, IRS-Criminal Investigation in June 2016. In this capacity, Jarod established a new investigative section within CI and continues to focus priority on this emerging trend. His primary function is the oversight and management of all cyber-related activities at a national level. This consists of close interaction with public/private sector, industry and other law enforcement partners both domestic and international.

 

Jarod began his IRS career in 2001 as a Special Agent in Rochester, New York before taking over as the Supervisor there in 2010. He was selected for the Accelerated Senior Leadership Program (ASLP) the following year.  In 2012, he went to Washington DC as a Senior Analyst in Refund Crimes where he focused on Virtual Currency and Identity Theft before being selected as the Assistant Special Agent in Charge for the Chicago Field Office in 2013. From June 2014 until his current role, Jarod served as the Special Agent in Charge of the Detroit Field Office. As such, he oversaw and directed all CI investigative activities in the state of Michigan.  Under his leadership, the Detroit FO successfully produced outstanding results and efforts that garnered recognition at both the regional and national levels.

 

In the past three plus years as the Director, IRS-Criminal Investigation has continued to expand their capabilities and solidified its role as the prominent force in cryptocurrency tracing and dark web activities. Notable investigations include Liberty Reserve, Silk Road I and II, Alphabay, Btc-e, Mt Gox, Welcome2Video, OneCoin, Helix, xDedic and Backpage.

ERIN COLLINS: The National Taxpayer Advocate

THURSDAY, MAY 20TH at 4:00 PM - 4:30 PM      

Erin M. Collins

 

National Tax Payer Advocate

 

IRS

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.

Learn more about Erin’s career on TAS’s website – Our Leadership page.

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