Frank R. Acuña, Esq.Acuna Regli LLPFrank 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 29 years of front-line legal experience, Frank has taught tax seminars for the National Tax Practice Institute, the California Society of Enrolled Agents, the California Society of Tax Consultants, and a number of national, state and local chapters of the National Association of Enrolled Agents and the American Institute of Certified Public Accountants. He advises tax, fiduciary, and financial professionals throughout California and was honored by the California Society of Enrolled Agents as its 2010-2011 Booster of the Year.Visit Website →
Karen Brosi, EA, CFP®Karen Brosi, EA, CFP®, LLC.Karen Brosi, EA, CFP® has an extensive California tax practice, advising clients in individual tax and family wealth planning, specializing in complex individual income tax matters and all types of securities transactions. Her background as a CFP and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen teaches tax professionals how to avoid tax minefields with her extensive planning checklists and practical tips. Besides being one of the most prominent California tax update instructors, she’s a favorite interviewee on radio, television, and in print media, such as Bloomberg Businessweek. Karen’s powerful real-life presentations pinpoint critical federal and state tax areas, teaching tax professionals what they need to know to optimally assist their clients. Karen was the recipient of the California CPA Education Foundation 2012-2013 Outstanding Webcast Instructor award.Visit Website →
Marc J. Dombrowski, EATax Help Associates, Inc.Marc J. Dombrowski, EA, specializes in IRS/state tax 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 tax collections-related webinars and podcasts that qualify for continuing education on IRS and state collection topics. Mr. Dombrowski is also a FINRA arbitrator.Visit Website →
Thomas A. Gorczynski, EA, USTCPThe Gorczynski Group, LLCThomas A. Gorczynski, EA, USTCP is a nationally recognized speaker and educator on federal tax law matters. He is the 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, 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.Visit Website →
Shannon A. Hall, EAShannon Hall Tax ServiceShannon Hall, EA, is a tax professional based in Long Beach, CA. Her diverse client base keeps her on the cutting edge of new tax developments. Shannon is a featured speaker for tax societies nationwide and a writer and presenter for Brass Tax Presentations. She holds degrees in both Accounting and Theatre Arts, which aids her in creating captivating and informative tax presentations.Visit Website →
Claudia Hill, EA, MBATax 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 was named as a Top Ten Nominee by Tax Analysts as 2011 Person of the Year. She is a National Tax Practice Institute™ (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. She continues to prepare and advise on preparation of Individual and Estate and Trust tax returns.Visit Website →
David Hilliard, EAChatterton and AssociatesDavid Hilliard, EA graduated from Cal Poly Pomona in 2001 with a degree in Animal Health Science. After 20 years as a knight at Medieval Times, he entered the tax industry in 2009, where he now defends taxpayer rights with over 25 years of management and customer service experience. He represents clients before the IRS and other government agencies while also teaching continuing education and sharing practice improvement strategies with fellow tax professionals. David has served in numerous leadership roles within the California Society of Enrolled Agents at both state and local levels. At Chatterton and Associates, Inc., he organizes and mentors a team of EAs, CPAs, and CTEC registered tax preparers. When not riding to the rescue of clients in distress, David enjoys time with his wife Patricia, their three children - Ella, Melody, and Wyatt - and their golden retriever, Montana.Visit Website →
Brad D. Messner, MBA, EA, PhD, CBSAMessner & Fox, LLCBrad Messner is a third-generation owner of Messner & Fox, LLC located near Pittsburgh, PA. His robust experience includes 25 years of specializing in research, farming, commercial beverage (wineries and distilleries), tech/startups, and corporate tax preparation, plus an in-depth understanding of data security, due diligence, and entity selection. He holds bachelor’s degrees in information systems and business management with a concentration in accounting from the University of Pittsburgh, plus an MBA with focus in information systems from the Indiana University of Pennsylvania. Brad also has over 20 years of experience developing security solutions for small and large global organizations and was recently awarded one of only five NSA NCAE-C scholarships for his PhD dissertation work on the security of blockchain, cryptocurrency, and financial systems. He is a national speaker on tax topics, blockchain, ethics, cybersecurity, and information integrity. His extensive work in data breach mitigation and recovery made him an expert in the security of accounting finance systems. Brad was recently awarded the 2023 Tax Professional of the Year by the National Association of Tax Professionals.Visit Website →
Alan L. Pinck, EAA. Pinck & AssociatesPreparing 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.. Alan is a nationally recognized presenter on various tax topics ranging from preparation to representation, and besides being a speaker at Super Seminar he also speaks for Spidell Publishing and NTPI. You also recognize him as the moderator for Tax Talk Today, an online series of programs designed to educate all tax practitioners.Visit Website →
Jane Ryder, EA, CPABrass Tax Ryder Professional Group, IncJane Ryder, EA, CPA writes and speaks nationwide on many tax, compliance, representation and accounting topics. She runs her full-service CPA firm in San Diego, California and has been providing tax, accounting, representation and tax collection services since 1980.
Mark F. Seid, EA, CPA, USTCPMark 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 CSEA, chaired the CSEA Finance and Budget committee, and is the treasurer for the Virginia Society of Enrolled Agents. Mark has focused his tax practice on small businesses and tax controversy. He regularly presents courses to tax professionals on issues impacting small businesses. Currently, Mark is an editor of a national federal tax update manual and stays busy presenting federal and state tax update courses throughout the United States and internationally.
John Sheeley, EATax Practice Pro IncJohn has over 30 years of experience in the industry. His diverse background includes owning multi-unit franchises of a national tax firm for 13 years and working as a tax manager at a regional CPA firm for 5 years. In 2013, John co-founded Tax Practice Pro, Inc., a leading provider of IRS and NASBA approved continuing education for tax professionals through an innovative subscription-based model. Tax Practice Pro also offers tax practitioner programs including Enrolled Agent test preparation, practitioner mentoring and practitioner coaching programs. John’s current speaking interests include leveraging artificial intelligence for tax preparation, tax practice management, unraveling complexities of S corps, and taxation for non-resident aliens and expatriates. John is a National Tax Practice Institute fellow and earned his undergraduate degree from the State University of New York at Oswego. His firm is located in Chester, NY. He can be reached at john@taxpracticepro.comVisit Website →
Laura A. Strombom, EA, MBA, USTCPAll About NumbersLaura Strombom, EA, MBA, NTPI Fellow, USTCP, has been preparing taxes since 1995. After completing her MBA degree she began teaching Business and Accounting courses at the collegiate level, undergrad and grad. As her practice grew, she had to give up teaching. She continued to present tax topics to local groups. In 2014 she began teaching CPE nationally. This enabled her to accomplish a life goal: to see all 50 States! Laura loves learning, thinking and strategizing through complex situations. She is the President/CEO of Adding Sense to Your Dollars, Inc. dba All About Numbers with two locations: Stockton and Valley Springs. When not working, Laura's favorite pastime is riding her horses.Visit Website →
Ruben D. Valdes, EA, USTCPNational Tax Problem SolutionsRuben D. Valdes, founder and national speaker of Latin Tax Academy, founder of National Tax Problem Solutions, specializes in representing clients before examinations, collections, and appeals before the Internal Revenue Service. In addition, Ruben is also admitted to practice before the United States Tax Court; a privilege earned by less than 250 non-attorneys in the United States. Ruben continues to instruct nationally; he understands the importance of high-level education in the profession. Ruben has instructed and written courses that cover the fundamentals of taxation but has also taken part in high-level complex topics, such as international taxation, tax controversy, and high-level tax planning. One of his missions is to teach taxpayers and other professionals the “Taxpayer Bill of Rights”; so, every taxpayer gets fair and just treatment, as the tax law intends. Ruben is a strong believer in high-level tax education, this will lead to high levels of voluntary compliance across our nation.Visit Website →
David M. Woods, EA, USTCPTaxReview2Do LLC, Woods Financial ServicesDavid M. Woods, EA, USTCP has been in the field of taxation and financial planning for over twenty-five years and is the owner of Woods Financial Services in San Diego, California. He specializes in individual, partnership, corporate, and fiduciary taxation, as well as tax controversy. Additional specialties include foreign reporting for US taxpayers, as well as determining income and sales tax nexus for individual and business taxpayers. David received his master’s degree in taxation from Northeastern University, Boston, MA and is recognized by the Internal Revenue Service as an Enrolled Agent (EA), he’s named a Fellow of the National Tax Practice Institute (NTPI) by the National Association of Enrolled Agents. In his spare time, David enjoys competing in track and field.Visit Website →