Meet the 2023 Taxposium speakers

Taxposium 2023 is right around the corner. Meet some of the phenomenal speakers we have lined up this year who are ready to teach you the latest information and news in the tax world at our event in San Antonio.

Randy Adams, EA, MSA

Adams owns Rotation Management Corp., a tax preparation and accounting business located in Des Moines, Iowa. He enjoys consulting with business owners on using QuickBooks for their bookkeeping and teaching tax classes. In his spare time, Adams enjoys biking, motorcycling and hiking in the national parks.

Randall Andreozzi, Esq.

Andreozzi’s legal career has focused on resolution of complex tax controversy matters. He spent 16 years at the IRS Office of Chief Counsel, where he litigated a variety of complex cases establishing important precedents in numerous areas. Now in private practice, he focuses on complex tax litigation and tax controversy resolution. He has published numerous articles on taxation, and frequently lectures on a number of current and developing tax issues. 

Jeremy Babener, JD, Tax LLM

Babener is a tax lawyer and specialist in settlement strategies for personal injury plaintiffs and lawyers. He writes on allocation and deferral strategies for Bloomberg, Forbes and the ABA, and speaks for trial lawyer associations and law schools. He has advised parties on all sides on many types of transactions, including CPA firms working to specialize in advising plaintiff firms. 

Kelly Bender, EA

Bender leads a multi-site office, which has grown both organically and through multiple successful acquisitions. She has taken the traditional sole practitioner tax office model and created a firm that allows for a broad range of services to be offered to a high number of clients, while also maintaining a work-life balance for herself and her staff. She focuses on systems and processes as well as utilizing current technology to maximize profits and create a highly focused, successful team. 

Joy Black, CPA

After spending almost 10 years as a Special Agent with Criminal Investigation Division (CID) of the IRS, Black left in 2000 and eventually opened her sole practitioner full-service CPA firm, In The Black Accounting Services, in the Nashville, Tenn, area in 2003.In addition to her vast knowledge of exactly how CID conducts its investigations, gathers evidence and against whom this evidence can be used, her close working relationship with cooperating revenue agents and revenue officers, provided unique first-hand experience of exactly how the civil divisions of IRS truly work. More importantly, this knowledge provided her with unique experience of how easily return preparers can unknowingly become entangled in a criminal investigation while simply trying to represent their clients.

Diana Crawford, CPA

Crawford is a managing partner of Crawford, Merritt & Company, a firm in the Atlanta area that serves unique businesses with unique challenges. Crawford has 30 years’ experience in bookkeeping, tax, government auditing and fraud investigations. She has authored and delivered education/certification courses on QuickBooks® and Intuit ProConnect™ ProSeries® for Intuit, the North Carolina Association of CPAs, the Georgia Society of CPAs, the U.S. Department of Health and Human Services and the U.S. Department of Labor. 

Nicole M. DeRosa, CPA, MAcc

Nicole M. DeRosa is a senior tax manager with Wiss in Florham Park, N.J., and has more than 15 years of public accounting experience, specializing in taxation for closely held businesses and individuals. In addition to working with clients in an array of industries, she was also an adjunct professor in New Jersey where she taught tax accounting for individuals for four years.

DeRosa is a member of the New Jersey Society of Certified Public Accountants and is active on the Content Advisory Board and Federal Taxation Interest Group. She is currently a member of the board of trustees. In 2019 she was awarded the “Women to Watch” Ovation Award, which applauds the growth and success of female members for their leadership, potential, contributions and commitment to fostering the success of their colleagues. In 2022 she was awarded the “Impact” Ovation Award, which recognizes those who exhibit exemplary efforts and stellar achievement in advancing the interests and needs of New Jersey’s accounting profession through active engagement, leadership and advocacy. DeRosa was also named to the 2022 edition of the NJ BIZ Power 50 List for the third year in a row. This list accounts for the most influential men and women in the accounting profession who help keep the state’s business on track. In her spare time, DeRosa enjoys staying active at the gym, volunteering at the local animal shelter and is active in various charitable organizations, such as St. Jude.

DeRosa is a graduate of Fairleigh Dickinson University, with degrees in Accountancy and a Master of Science in Accountancy.

Michael Flemming, CMI

Fleming’s state tax knowledge is well-rounded, and he has helped thousands of companies of all sizes in all industries. He is especially well-known for his work in the e-commerce industry and is the founder of Sales Tax and More. His company can assist with sales tax returns, sales tax registrations, consulting and research.

Jared Foos, EA

Foos has nine years of tax preparation experience and is a partner of Foos Garvin Accounting, LLP in Ohio. He specializes in tax planning, business consulting, representation and assisting business owners in selecting the best tax entity. He enjoys focusing on people, not just their business or return, but them as individuals.

Tai Goodwin

Tai Goodwin is an award-winning instructional designer, author, speaker and marketing strategist. CEO of That Marketing Team, she’s a former teacher turned entrepreneur with over 20+ years of experience marketing online.

 After helping hundreds of entrepreneurs leverage social media and online marketing as a coach, she stepped into the agency world to literally take marketing tasks off the plates of her clients. Tai launched That Marketing Team to support busy CEOs and business owners who are tired of trying to run their company and do all the marketing by themselves.

The author of “Girlfriend, It’s Your Time” and co-author of “The Profitable Woman’s Playbook,” her articles have been featured on The Huffington Post and Forbes.com. She’s also been highlighted by Money Magazine, Black Enterprise and The BOSS Network.

Eric Green

Green developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies. He has also convinced government agents and attorneys to forgo criminal charges and civilly resolve many cases. 

Dr. Robyne Hanley-Dafoe

Described as one of the most sought-after, engaging, thought-provoking and truly transformative international speakers and scholars in her field, Dr. Robyne Hanley-Dafoe is a multi-award-winning psychology and education instructor who specializes in resiliency, navigating stress and change and personal wellness. Her keynotes provide practical strategies, grounded in global research and case studies, that help foster resiliency within ourselves and others. 

Hanley-Dafoe’s work is inspired by personal experience. She learned resiliency from the ground up as someone who has experienced significant obstacles throughout her life. This, combined with more than 16 years of university teaching and research experience, makes Hanley-Dafoe’s work both accessible and relatable while providing realistic and sustainable strategies for understanding and practicing resiliency and wellness. 

Hanley-Dafoe is also the author of “Calm Within the Storm,” which outlines a kinder approach to taking on the challenges of life and developing authentic self-alignment and balance.

Peter Haukebo, Esq.

Haukebo is a director at Frost Law and concentrates in the areas of tax controversy, planning and business transactions. From 2013 to 2019, Haukebo served as an adjunct professor of law, instructing in the Low Income Taxpayer Clinic at the University of Maryland Francis King Carey School of Law. 

Natalie Kolodij, EA

Kolodij is an enrolled agent and real estate tax strategist who’s specialized in real estate tax matters since 2014. In 2017 she founded Kolodij Tax & Consulting to work exclusively with taxpayers who have a focus on investing in real estate through various strategies. 

Kelly Lent-Paul, EA, CFP

Lent-Paul has been preparing taxes since 1994 and has her bachelor’s degree from Cornell University and her master’s from St. Bonaventure University. She is an active member on the board of directors of several local non-profit organizations. She lives in Western New York with her husband Jim and yellow lab, Izzy.

Brad Messner, EA, MBA

Messner has over 25 years of experience specializing in corporate, farm and rental income tax. He is a third-generation owner of M&J Tax Service in Pennsylvania. After obtaining his MBA, Messner became a professor at Seton Hill University where he teaches cybersecurity, computer science and data analytics.

Matt Metras, EA

Metras is the owner of MDM Financial Services in Irondequoit, N.Y. He has been practicing since 2003 and specializes in bookkeeping and taxation for cryptocurrency clients. He is a frequent guest on the Bitcoin Taxes podcast, is a passionate community advocate and serves on his local board of education. 

Dominique Molina, CPA, MST, CTS

Molina is the president and founder of the American Institute of Certified Tax Coaches. With over 20 years of experience as a certified public accountant (CPA) and certified tax strategist, Molina has worked with many top business owners and investors using proactive tax planning to help them keep more of what they earn. Molina is a public speaker, teacher, best-selling author and mentor to tax professionals across the U.S. She is best known as the co-author of nine best-selling books.

Jennie Moore

Jennie Moore, partnerships manager at Ignition, has 20+ years of accounting experience. She helps accounting professionals with financial technology, delivers expert content to professional associations, and is a global FinTech expert. Moore founded her own practice, Moore Details Inc., and enjoys figure skating and skiing with her family when she’s not working.

Kathryn Morgan, EA, USTCP

Morgan recently retired after 25 years with H&R Block and started her own practice, Puzzled By Taxes, LLC. Her prior careers as a USAF military police officer and as a police communications officer for the Bossier City Police give her a wide variety of experience that translates into tax issues. 

Eli Noff, Esq., CPA

Noff uses his background as a CPA and attorney to defend clients before the IRS and state tax authorities. He is also the firm’s lead on international tax matters, representing clients in a significant number of tax collection matters, federal and state examinations and appeals, IRS criminal investigations and more.

Erik Oliver

Oliver holds a Bachelor of Applied Science in Accounting from Westminster College. Prior to joining Cost Segregation Authority, Erik was an operations manager for a multi-million-dollar landscaping and design firm in Long Island, NY. Since heading west and joining Cost Segregation Authority, Erik has been speaking at local, regional, and national events. He brings with him a passion for identifying cost savings and educating CPA’s and commercial real estate owners on the benefits of cost segregation.

Troy Patton

As a partner of Patton and Associates, LLC, Patton serves as partner in charge of the firm’s Valuation and Litigation practice. In addition to his CPA certification, he has obtained his Accredited Business Valuation certification from the AICPA. Patton has been designated an expert in state and local courts, and has testified in courts, arbitrations and depositions in matters involving valuation and financial issues. Patton is often seen as an outsourcing arm for many CPAs across the country and currently prepares 8-14 valuations per month for closely held and publicly traded businesses across many different types of companies and professional practices. He is also a resource to nearly a half-dozen banks for valuation issues involving SBA lending.

Christopher Picciurro, CPA, MBA, PFS, ARA

Picciurro is a highly respected expert in U.S.-based tax planning and strategy for real estate investors, with international recognition as a presenter on the subject. He is based in Franklin, Tenn., where he currently resides with his family. Chris holds several accreditations, including a CPA, MBA, PFS and ARA. He is an accomplished public speaker, recognized for delivering informative and engaging presentations. Picciurro is a co-founder and executive officer of the Integrated CPA Group (ICPA), the founder of Teaching Tax Flow (TTF) and the Monthly Recurring Revenue (MRR) Institute. Picciurro’s passion for tax planning and strategy led him to start his private CPA practice in Algonac, Mich., in August 2002. Picciurro co-hosts the Teaching Tax Flow podcast and believes in empowering taxpayers with the knowledge to make informed decisions and reduce their tax liabilities.

Lawrence Pon, CPA, PFS, CFP, EA

Pon is a certified public accountant, personal financial specialist, certified financial planner, enrolled agent, U.S. Tax Court practitioner and accredited estate planner in Redwood Shores, Calif.

Pon speaks regularly to tax professionals and financial advisors on the latest tax planning and preparation topics nationally and teaches income tax courses at the College of San Mateo.

Carlos Quintana, EA, CRTP

Quintana is a senior tax manager and head tax strategist with over a decade of tax experience. Carlos is also a real estate investor as well as a crypto investor who has helped thousands of people understand the complexities of the cryptocurrency market and the tax regulations that apply to it.

Allan “A.J.” Reynolds, EA

Reynolds has over 30 years of experience in various areas of taxation. He brings his every day “in the trenches” experience when assisting attendees with real issues affecting tax professionals. Reynolds started his tax career in San Diego after proudly serving in the U.S. Navy onboard the Guided Missile Destroyer USS Callaghan.

Jane Ryder, EA, CPA

Ryder has been providing tax, accounting 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 income tax and accounting. Ryder specializes in tax agency collections, audits, audit appeals, offers in compromise and other compliance-related issues.

Cherronda Richie-Rogers, MBA

Richie-Rogers has been a licensed insurance specialist, trainer and analyst for the past 15 years. Her analytical skills have brought her a variety of recognition such as:

• MBA from Cardinal Stritch University
• Bachelor of Science from Grambling State University
• Certificate in Project Management
• Advance Property & Casualty Trainer
• Certificate in Beyond Train-the-Trainer
• Langevin Advance Trainer Certificate
• ATD Consulting Skills Certificate
• All 4 One Championship Performer in 2021

John Sapp, CPA

Sapp has served in a key role at Drake Software since 1995, including chief financial officer and vice president of the sales, marketing, and education divisions. Today, he is the chief revenue officer, helping shape the future and growth of one of the largest professional tax software companies in the nation. Sapp has been a certified public accountant since 1987 with considerable experience in public and private accounting for the technology industry.

Jessica Smith, EA

Smith is a speaker and educator with more than a decade of experience helping small business owners overcome their tax problems and leveraging the federal tax code to save thousands in income taxes. As an enrolled agent, she has earned the privilege of representing taxpayers before the IRS. She is a candidate for admission to practice before the U.S. Tax Court as a non-attorney. Smith earned a Bachelor of Science in accounting, summa cum laude from California College. She is a member of the National Association of Enrolled Agents, NATP and the Idaho Association of Tax Consultants. Smith’s practice focuses on implementing tax reduction strategies and representing taxpayers before the IRS. In 2021, she co-founded Workflows for Tax Pros with Jamie Gruol. Together with their team, Workflows for Tax Pros offers tax practitioners expert guidance and support for automating their practices using TaxDome. In 2022, she founded the 100K EA where she guides enrolled tax practitioners through the ins and outs of resolving complex tax problems.

Jaye Tritz, EA, CFP®

Tritz holds a bachelor’s degree from Northwestern University and is currently a multi-unit franchise owner with H&R Block in southeast Wisconsin. She is registered with the NASD, holding Series 6, 7 and 63 securities licenses. Her practice provides tax preparation, representation, business services and financial planning for approximately 3,700 clients.

Laura Strombom, EA, MBA, NTPI Fellow

Strombom graduated from college with a degree in animal science and had no idea that one day she’d end up in the accounting field. While taking courses to make her a better business owner, Strombom discovered a passion for numbers. She enjoys riding her horses on the local trails and spending down-time with her dogs.

Carla Vaughn, MBA, EA

Vaughn has over 20 years of experience and skills as a professional speaker, trainer, accountant and tax consultant. She has an MBA from Jones International (summa cum laude), and a degree from Wayne State University, and is well-versed on business acumen. Passionate to lead to economic empowerment, she strives to help small businesses be competent, strong and sustainable. As the owner of Business & Financial Management Services, she is dedicated to the upliftment of entrepreneurs.

Amy Wall, EA, MBA

Amy Wall is part tax geek, part money geek and part science geek. With a bachelor’s degree in chemistry and a second major in economics, as well as an MBA, she spent a good part of her life in the defense industry before electing to stop building bombs and make the move into tax world.

To learn more about our speakers and the sessions they’ll be teaching, visit taxposium.com/speakers.