Speakers Benjamin Alarie LL.M. (Taxation) CEO; Professor Blue J; Osler Chair in Business Law, University of Toronto Erik Asgeirsson President & CEO CPA.com Christopher Benson CPA/PFS Principal L.K. Benson & Company Jeremy Brown J.D. Attorney, Passthroughs & Special Industries, Associate Office of Chief Counsel Internal Revenue Service Priscilla Bullock CPA Partner PwC Travis Butler CPA Director - Tax Accounting Methods CohnReznick Caroline Ciraolo LL.M. (Taxation) Partner Kostelanetz LLP Amalia Colbert - Invited Commissioner, Small Business/Self-Employed (SB/SE) Internal Revenue Service Erin Collins - Invited National Taxpayer Advocate Internal Revenue Service Maria Dolan Acting Deputy Director, Pass-Through Exam Strategy & Promoter Program, Pass-Through Entities Practice Area Internal Revenue Service/LB&I Jeremiah Doyle BS (Accounting), J.D.,LL.M. (Taxation), LL.M. (Banking Law) SVP/Family Wealth Strategist BNY Mellon Wealth Management Felicia Farrar PhD, CPA, CFE Accounting & Tax Professor Alabama A&M Lisa Featherngill CPA/PFS, CFP (R) National Director of Wealth Planning Comerica Bank Guy Ficco - Invited Deputy Chief, Criminal Investigation Internal Revenue Service Kristin Hill CPA President Kristin Hill, CPA, P.C. Rochelle Hodes J.D., LL.M. (Taxation) Principal Crowe LLP David Holets CPA Partner Crowe LLP Wade Holmes Business Broker Accounting Practice Sales Sherry James PMP Chief Experience Officer Phoenix Speaks, Inc Rob Keller CPA, J.D., LL.M. (Taxation) Partner, Washington National Tax KPMG Edward Killen - Invited J.D. Commissioner, Tax Exempt & Government Entities (TE/GE) Internal Revenue Service David Kirk CPA/PFS, J.D., LL.M., CFP National Tax Partner Ernst & Young LLP Allan Koltin CPA, CGMA CEO Koltin Consulting Group Pamela Ladd CPA, PFS Senior Manager - Public Accounting (Personal Financial Planning) AICPA & CIMA Brandon Lagarde CPA, J.D., LL.M. (Taxation) Partner EisnerAmper Alta Li Attorney, Passthroughs & Special Industries, Associate Office of Chief Counsel Internal Revenue Service David Lifson CPA Senior Advisor Crowe LLP April Little CPA Partner, Tax Accounting and Audit Quality; ESG Tax Lead Grant Thornton LLP Kelley Long CPA/PFS, CFP® Financial coach Financial Bliss with Kelley Long Eric Lopresti Senior Attorney, Tax Team Senate Finance Committee Rosy Lor J.D., LL.M. Taxation Managing Director, BDO National Tax Office-Private Client Services BDO USA, LLP Brian Lovett CPA, CGMA, JD Partner Withum Damien Martin CPA Partner EY Susan Massey J.D., LLM in International & Comparative Law Director, Legal Research Blue J Legal Timothy McCormally J.D. Special Counsel, IRS Office of Professional Responsibility Internal Revenue Service Michele McKinnon J.D., LL.M. Taxation Partner McGuireWoods LLP Daniel Moore CPA Owner D.T. Moore & Company Chandrashekar Nagarajan CPA Vice President Miles Futurense Inc Jay Nanavati J.D. Partner, Criminal Tax Attorney Kostelanetz LLP Annette Nellen CPA, CGMA, Esq Professor, MST Program Director San Jose State University Tony Nitti CPA Partner - National Tax EY Bill Odom Co-founder Orbital Data Consulting Group, Inc Kenneth Omoruyi EA, CPA Managing Partner CKO CPAs & Advisors Kristie Ondracek CPA, CGMA, CAE Chief Financial Officer/Chief Operating Officer TXCPA Houston David Padrino Chief Transformation and Strategy Officer Internal Revenue Service Holly Paz - Invited J.D. Commissioner, Large Business and International (LB&I) Division Internal Revenue Service Clifford Scherwinski - Invited Director, Pass Through Entities Practice Area (PTE PA, Large Business and International Division Internal Revenue Service Shaune Scutellaro CPA Partner CohnReznick, LLP Eileen Sherr CPA, CGMA, MT Director - AICPA Tax Policy & Advocacy AICPA & CIMA Eva Simpson CPA, CGMA VP, Tax Practice & Financial Planning Association of International Certified Professional Accountants Jason Staats Firm Runner and Content Creator Realize Elizabeth Stevens J.D., LL.M. Taxation Member Caplin & Drysdale Chtd. Sandi Thorman CPA Partner GreerWalker LLP Robert Tobey CPA Partner In Charge of Tax Services Reid Tax and Advisory Services, LLC Blake Vickers Tax Director Alamo Group Danny Werfel J.D. Commissioner Internal Revenue Service Melissa Wiley J.D. Partner Lowenstein Sandler LLP Dan Wise CPA Head of Tax Risk CohnReznick LLP Chris Wittich CPA, MBT Partner Boyum Barenscheer, PLLP Kimberly Wojcik J.D., LL.M. Taxation Attorney-Advisor, Office of Tax Policy United States Department of the Treasury Christian Wood J.D., LL.M. Taxation Principal RSM US LLP Christopher Wrobel J.D. Special Counsel to the Associate Chief Counsel (Income Tax & Accounting) IRS Office of Chief Counsel Jamie Yesnowitz J.D., LL.M. Taxation Principal, SALT Grant Thornton LLP
