Real Experts. Real Guidance. Real Tax Education.

Alan Pinck is an Enrolled Agent with over 35 years of tax preparation experience in the Silicon Valley. Alan has built a practice specializing in individual, small business tax preparation and audit representation. Alan, a nationally recognized presenter you have seen him as, the moderator of Tax Talk Today, NAEA events, The IRS Nationwide Tax Forums, Spidell as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in examination, Alan has obtained tremendous insight of the exam process as well as knowledge on a wide variety of tax issues. His real-world approach and stories bring his sessions to life!

www.APinck.tax

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A.J. is an enrolled agent (EA) with over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. specializes in IRS Audits, Appeals, Collections, Innocent Spouse, Independent Contractor vs. Employee Issues, and Civil Tax Fraud Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives.Based in Sioux City, Iowa, A.J. nevertheless brings his everyday “in the trenches” experience to seminars nationally and internationally to assist attendees with real issues affecting tax professionals. A.J. has spoken Basics + Beyond Income Tax Seminars and Webinars, NATP National Conference and Webinars, NAEA Webinars, NTI Resort Conferences, and Iowa State University Webinars and Annual Tax Seminars.A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving for five years in the United States Navy onboard the Guided Missile Destroyer USS Callaghan. During his time on the destroyer, A.J. and crew members were awarded the Navy Expeditionary Medal for their work in the Straits of Hormuz off the coast of Iran.Outside of his tax practice, he is a member of the Diocese of Sioux City Priests’ Pension & Welfare Board and the Investment Advisory Board for the Diocese. When not working, his time is spent in various activities, including traveling with his wife and their two children.

Amy M. Wall, EA, MBA, is retired from her private tax practice in Tucson, Arizona, where she worked with individuals, small businesses and S Corporations. Amy now spends her time teaching and writing on taxation. She teaches for several continuing education providers and has been published in a number of tax journals, including NATP’s Tax Pro Journal and Wolters Kluwer Journal of Tax Practice & Procedure. She is the author of Virtual Tax: the taxation of Cryptocurrency; Income Taxes for Real Estate Agents; Divorce and Taxes, and The Parish, a work of fiction about a tax preparer whose nighttime clients aren’t quite what they seem.

Andrea MacDonald, CPA is a currently practicing accountant with over 20 years of experience. Her firm, Steadfast Accounting, provides accounting, tax, and advisory services to small and medium sized businesses in the home services, professional services, and creatives industries.

In 2013, Andrea founded Pro Tax & Accounting. Ten years later, in May 2023, she acquired Steadfast Bookkeeping and merged the two firms into one. In February 2024, a third firm merged into the mix. As Steadfast’s CEO, Andrea is responsible for the firm’s vision, mission, and strategic direction.

Andrea has led sessions at several conferences, with topics ranging from changing your pricing model, to firm acquisition, to providing niche specific services. She leads a weekly training session that covers varying topics related to the intersection of accounting and taxes, and she offers a mentorship for "newbie" bookkeepers, teaching technical accounting skills.

You can connect with Andrea on LinkedIn, where she regularly posts insights and updates. To work with Steadfast Accounting, head over to the firm’s website.

Andrea Valois has spent more than 18 years navigating the thrilling world of international tax — because apparently ordinary complexity just wasn’t enough. As Vice President of Operations at American Expat Tax Services since its inception in 2013, Andrea leads a team of highly skilled practitioners specializing in U.S. and Canadian cross-border taxation, international reporting compliance, and multi-jurisdiction tax planning.

Known for translating “IRS panic” into practical solutions, Andrea works closely with both clients and fellow tax professionals to identify international reporting issues, restore compliance, and develop sustainable long-term tax strategies. She is equally passionate about education, regularly helping practitioners worldwide better understand the ever-evolving landscape of international tax law — preferably before the letters from tax authorities arrive.

Before helping build American Expat Tax Services, Andrea led a team of 286 cross-border tax practitioners for one of Canada’s largest retail tax organizations, proving early on that managing complex tax matters and large teams pair surprisingly well with caffeine and color-coded spreadsheets.

On the rare occasion Andrea steps away from her office, she can usually be found fishing, camping in the foothills of the Rocky Mountains, or making memories with her large family — all places where the only “filings” involve tackle boxes and campfire stories.

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Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.

In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.

Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

19 + years as an Enrolled Agent; 30+ Years as a tax Professional GAEA President & GAEA Education Chair Elected member of NAEA Affiliate Council2018 Recipient of the Lee T. Byrd Outstanding Volunteer Award2022 Recipient of the NAEA Founders Award

Appeared multiple times on Tax Talk Today as a panelist. Former Prometric Contractor for 3 years (RTRP test development; SEE Level 3 test development)Taught SEE 3 online for 3 years for Gleim Member of the IRS SE Liaison Group since 2010Former member of the GA DOR Practitioner Group. Former Chair & current member of the NAEA Tax Track Committee NTPI Fellow – Former NTPI Discussion Leader and NTPI Instructor Have had multiple articles published in the EA Journal NAEA Education Foundation ChairBachelor’s degree in Automotive Engineering - Kettering Institute – (formerly General Motors Institute)Master’s degrees (MIT) in Mechanical Engineering MBA in Marketing (Wayne State University)Have presented in-person & on-line webinars for the following organizations: GAEA, NAEA, ASTPS, NCPE Fellowship, Auburn University, CPA Academy, Latino Tax Pros; Following State Societies: Oklahoma; Alabama; New Mexico, Iowa, New York, NC, NNE. Present Annual Tax Updates to CDC ORISE Fellowship Awardees. Present Annual Tax Updates to Emory Scholarship Awardees.I currently work with troubled taxpayers (lots of audits, representation, serial Non-Filers, assist taxpayers who have petitioned US Tax Court Pro Se).

Brad is the third-generation owner of M & J Tax Service and an Enrolled Agent with over 25 years of experience in income tax preparation and information security management. In today’s virtual environment, he ensures that every tax engagement is completed with precision and that all taxpayer and client information remains secure.A national speaker on both tax topics and cybersecurity, Brad also serves as a professor at a local university. He is currently pursuing a doctoral degree, with a dissertation titled “A Critical Analysis on the Impact of Blockchain to the Security of Financial Technology Systems.”In his taxpayer representation work, Brad emphasizes clear communication and full compliance. Since becoming an Enrolled Agent, he has successfully represented clients in tax matters, saving them tens of thousands of dollars.

Catherine G. White is a Massachusetts native whose father was a tax accountant. She does not remember not knowing how to keep a double-entry ledger. Her first paid job was swapping out the CCH Master Tax Guide update pages for her father’s company. The practical experience from home allowed her to put herself through college working as a bookkeeper in a plethora of industries, from TV to medical services to construction to retail and more. She is a graduate of the Massachusetts Institute of Technology. After a number of years as an engineer, she went back to keeping books and has had her own accounting and tax business since 1997. In 2003 she took the then 4-part Special Enrollment Exam and passed all sections that year. Her experience has led colleagues from several states to consult with her regularly on challenging tax issues including multi-year situations. She taught for the Massachusetts Society of Enrolled Agents over a number of years, both at monthly meetings and at their two-day annual update courses in January of each year, as well as for other groups. Her goal is to help fellow tax professionals acquire the tools and approaches to tackle the real-life problems that walk through our office doors and can leave us flummoxed, flustered, and floundering.

Charles K. Montecino, is a Certified Public Accountant and Certified Tax Resolution Specialist. He has

extensive experience in helping clients solve their IRS problems, and clients say he does it with

patience and, as one client put it, “without making me feel dumb.”

Charles has spent his 50 plus year career in public accounting, and 43 of those years running his own firm. He is a licensed CPA in New Jersey, a Certified Tax Resolution Specialist and a CGMA, Chartered Global Management Accountant. He serves on the Cooperation with IRS Committee and is a member of the Cannabis Interest Group with the New Jersey Society of CPAs. He is a member of the American Institute of CPAs, New Jersey Society of CPAs, and The Tax Resolution Academy.

He regularly consults with other practitioners in the Tax Resolution area in addition to being a referral source for clients of practitioners that are in over their head.

He also develops and presents CPE courses for other tax practitioners to improve their skills. He presently has twenty such courses. He enjoys passing on the skills he has learned to other

practitioners.

Charles earned his accounting degree from Rutgers University. When he is not working, he enjoys baseball, watching the Phillies and football, following both the Philadelphia Eagles and the Rutgers

team. He also enjoys fishing, traveling, golf, reading, his vacation home at the New Jersey shore and spending time with his family. He’s been married for 53 years to the best wife in the world and has

two daughters, a son-in-law and two grandsons.

He and his wife relocated to Lakeland, Florida in 2022. He enjoys playing golf with his friends and

especially the Tuesday night get togethers where they sit around the fire pit and smoke good cigars,

drink good whiskey and tell lots of lies!

Ms. Kosnik has worked in public accounting since 1996. She opened her Metro Detroit firm, BBTA Tax Advisors, Inc. in 2001. She has taught continuing education with the National Tax Practice Institute (NTPI) and has completed a rigorous three year fellowship run by the National Association of Enrolled Agents at their annual conference in Las Vegas. She is a past director on the board of the Michigan Chapter of the NAEA and has been involved with the national level of the NAEA. She has participated in Fly In Day, joining other Enrolled Agents in Washington DC to walk the halls of Congress and meet with Congressional members and their staff in an attempt to educate them on various areas of the Tax Code and its impact on taxpayers. She recently co-authored a chapter on taxation of trusts in the book: Administering the California Special Needs Trust, by Kevin Urbatsch, and Administering the Michigan Special Needs Trust, by Michelle Fuller. Ms. Kosnik taught for two years at the Special Needs Planning Symposium in Napa, California. In 2021, Ms. Kosnik opened her second tax practice in Ann Arbor Michigan.