Speakers Jim Buffington CPA Advisory Services Leader Intuit Accountants Joseph Calianno CPA, J.D., MBA, LL.M. (Taxation) Managing Director Andersen Tax Tim Chan Managing Director, Passthroughs Group KPMG, Washington National Tax Amalia Colbert - Invited Commissioner, Small Business/Self-Employed (SB/SE) Internal Revenue Service Erin Collins - Invited National Taxpayer Advocate Internal Revenue Service Kenneth Corbin - Invited Commissioner, Wage and Investment Division Internal Revenue Service Jeremiah Doyle BS (Accounting), J.D.,LL.M. (Taxation), LL.M. (Banking Law) SVP/Family Wealth Strategist BNY Mellon Wealth Management Karen Field J.D. Senior Director RSM US LLP Martin Finn CPA, J.D., LL.M. Partner Lavelle and Finn, LLP Nikole Flax - Invited CPA, J.D., LL.M. (Taxation) Deputy Commissioner, Large Business and International (LB&I) Division Internal Revenue Service Fred Goldberg J.D. Former Commissioner of the Internal Revenue Service Skadden, Arps, Slate, Leagher & Flom Tom Greenaway J.D. Principal, Tax Controversy & Dispute Resolution Services KPMG Rochelle Hodes J.D., LL.M. (Taxation) Principal Crowe LLP David Holets CPA Partner Crowe LLP Ed Karl CPA, CGMA Vice President - Taxation AICPA Rob Keller CPA, J.D., LL.M. (Taxation) Partner, Washington National Tax KPMG Edward Killen - Invited J.D. Deputy Commissioner, Tax Exempt & Government Entities (TE/GE) Internal Revenue Service David Kirk J.D., LL.M. Taxation National Tax Partner Ernst & Young LLP Mark Klein Esq. Partner/Chairman Hodgson Russ LLP Megan Kueck State Regulation & Legislation AICPA Brandon Lagarde CPA, J.D., LL.M. (Taxation) Director Postlethwaite & Netterville Melanie Lauridsen Senior Manager AICPA James Lee - Invited Chief, Criminal Investigation Internal Revenue Service Jan Lewis CPA Partner Haddox Reid Eubank Betts PLLC David Lifson CPA Senior Advisor Crowe LLP Rosy Lor J.D., LL.M. Taxation Managing Director, BDO National Tax Office-Private Client Services BDO USA, LLP Jeffrey Martin CPA Partner Grant Thornton LLP Susan Massey J.D., LLM in International & Comparative Law Director, Legal Research Blue J Legal Janice Mays J.D., LL.M. Taxation Managing Director, Tax Policy Services PwC US Timothy McCormally J.D. Acting Director, IRS Office of Professional Responsibility Internal Revenue Service Justin Miller J.D., LL.M., TEP, AEP(R), CFP(R) Partner and National Director of Planning Evercore Wealth Management Daniel Moore CPA Owner D.T. Moore & Company Brian Myers CPA Partner Crowe LLP Annette Nellen CPA, CGMA, Esq Professor, MST Program Director San Jose State University Tony Nitti CPA Partner - National Tax EY Brian O'Connor J.D., LL.M. (Taxation) Partner Venable LLP Douglas O'Donnell - Invited CPA Deputy Commissioner, Services & Enforcement Internal Revenue Service Holly Paz J.D. Director, Pass Through Entities Practice Area (PTE PA, Large Business and International Division Internal Revenue Service Kirk Phillips CPA, CMA, CFE, CBP Managing Director Global Crypto Advisors Charles Rossotti Former Commissioner of the Internal Revenue Service Carlyle Theodore Sarenski CPA/PFS, CFP, AEP, CGMA Wealth Adviser Sage View Advisory Group Shaune Scutellaro CPA Partner CohnReznick, LLP Steven Siegel J.D., LL.M. (Taxation) President The Siegel Group David Sites CPA International Tax Partner Grant Thornton Mary Slonina J.D. Managing Director KPMG Sandi Thorman CPA Partner GreerWalker LLP Thomas Tillery MA Ed., MSFS, AEP® (Distinguished), CFP®, CLU®, ChFC®, LUTCF®, CRPC® Vice President/Chief Compliance Officer Paraklete Financial, Inc.® April Walker CPA, CGMA Lead Manager, Tax Practice & Ethics - Tax Section AICPA Deb Walker CPA, MBA National Director, Compensation and Benefits Cherry Bekaert LLP Melissa Wiley J.D. Member Caplin & Drysdale, Chartered Maha Williams CPA Acting SB/SE Deputy Commissioner, Examination Internal Revenue Service Samuel Williams J.D. Partner BrownRudnick Ben Willis MS U.S. Tax Director Blue J Legal Paul Wilner CPA Managing Partner Grossberg Company LLP