Maxine Aaronson's practice is focused on providing tax advice and tax related legal services to businesses, their owners and executives. Since 1980, Ms. Aaronson has specialized in coordinating the intricacies of the Internal Revenue Code with business law and with the personal goals of her clients. Maxine is board certified by the Texas Board of Legal Specialization, having been awarded a certificate of Special Competence in Tax Law in 1986. She uses a client-centered team approach, working closely with the client’s other professional advisers to achieve an optimal result with the lowest possible tax cost to the client.
Ms. Aaronson’s skills have long been recognized by her peers. Ms. Aaronson is rated “AV” by Martindale-Hubbell, the highest rating given for legal ability and ethical standards in the peer review process. She is a Fellow of the American College of Tax Counsel, an honor given to leading members of the bar who have made a significant contribution to the understanding and improvement of our tax system, and currently serves on the governing Board of Regents of that organization. She is a member of the Wolters Kluwer Legal Tax Advisory Board, a forum created for the nation’s leading tax lawyers to discuss major tax law and regulatory trends. She has been named a “Texas SuperLawyer” by Thomson Reuters for the years 2004, 2005, 2007, 2008, 2009, 2010, and 2011.
Maxine Aaronson is a past chair of the Continuing Legal Education committee for the State Bar of Texas’ Section of Taxation and is the current chair of the Tax Committee of the American Bar Association’s Section of Dispute Resolution. She is a sought after speaker on subjects relating to business, tax and estate planning across the nation. (Contact her at 214.220.2050.)
Gary Bluestein focuses his practice exclusively on tax representation. Prior to entering private practice, Gary served as a Senior Attorney for the Internal Revenue Service and was a Special Assistant United State’s Attorney. Gary was hired by the Department of Treasury through the Government’s Honors Program. During his Government Service, Gary represented the IRS in both the United States Tax Court and the United States Bankruptcy Court. He also served on several National Task Forces addressing IRS enforcement issues and received numerous Government Merit Awards for his work related thereto.
Gary is an Adjunct Professor of Tax Practice & Procedure at the University at Buffalo School of Law and has taught in the Canisius College’s Master in Tax Program. Gary frequently lectures and writes on a variety of topics relating to tax representation for numerous local and national professional groups. He is a member of the Erie County Bar Association, the Tax Committee and the Bankruptcy Committee, and serves on the Planning Committee for the Institute on Taxation. Gary has also made appearances on local television and radio shows and was named in Business First’s “Who’s Who in the Law” and in New York State Super Lawyers for his expertise in Tax Practice.
Gary is admitted to practice in the State of New York, the United States Tax Court, the Bankruptcy Court and the Western District Court for the State of New York. He received his Juris Doctor from the State University of New York at Buffalo, School of Law in May of 1984.
Bryan Camp is a professor at the Texas Tech University School of Law since 2001. Bryan practiced law for 13 years. As an Assistant County Attorney for Arlington, Virginia, he spent two years practicing what he calls “transactional constitutional law” as well as litigating child abuse cases for the local child welfare agency. He then moved to private practice at Quinn & Racusin in Washington D.C., doing litigation, commercial law, contract law, and estate planning. Professor Camp then returned to public service at the IRS Office of Chief Counsel’s National Office in Washington, D.C. where he experienced the myriad delights and subtleties of the Tax and Bankruptcy Codes. Professor Camp was privileged to be a fly on the wall when Congress ground out the IRS Restructuring and Reform Act of 1998 (the RRA) and participated in the IRS efforts to affect that legislation. At the IRS Professor Camp received numerous awards, the last one being the 2000 Attorney of the Year for the General Litigation Division.
Professor Camp has authored over 54 published articles and treatise chapters. His scholarship on taxation of cyberspace has taken him to London and Berlin to advise government agencies. In addition, his long-standing and continuing interest in United States legal intellectual history and social history is reflected in his selection to participate in the 2003 Supreme Court Historical Society's summer seminar and in scholarly presentations before the New York Historical Society and Haverford College.
Professor Camp has received recognition for his scholarship. In 2007 and 2010 he was named the Law School’s Outstanding Researcher. In 2008, he was awarded the George H. Mahon professorship. In 2010, the Texas Bar Foundation recognized Professor Camp for Best Law Review Article published in Texas.
Professor Camp is active in the American Law Institute, and the American Bar Association Section of Taxation where he was honored to have chaired the Individual and Family Taxation Committee. He currently serves on the editorial board of the Practicing Tax Lawyer. He has given over 45 CLE presentations since 2003.
Kyle Coleman's practice concentrates on federal tax related controversy matters, including litigation in Federal District Courts, the United States Tax Court, and the Court of Federal Claims. Mr. Coleman also represents taxpayers in Internal Revenue Service audits, appeals, and collection actions. Kyle has been admitted to the Fifth Circuit Court of Appeals Bar, the Northern District of Texas, the Eastern District of Texas, the District of Colorado and the United States Tax Court.
In addition to tax controversy, Mr. Coleman also represents clients in estate and business planning as well as asset protection. His practice includes entity formation, asset transfers, and wills and trusts. Kyle can be contacted at 972.810.4380.
Trenda B Hackett, CPA is a senior technical editor of PPC and Checkpoint products for the Tax & Accounting business of Thomson Reuters. Trenda has over 25 years of experience in tax and accounting including 15 years as an Internal Revenue Agent. She is a member of the TSCPA Relations with IRS Committee and the sole practitioner of her small private practice, which has a significant focus on tax preparation and IRS Representation. Trenda has tax software development experience as a business systems analyst for the GoSystem Tax partnership product of Thomson Reuters. She specializes in IRS Practice and Procedures with a significant focus on tax-related identity theft and security breach issues. She is a coauthor of PPC’s Guide to Tax-Related Identity Theft and a contributing editor of Checkpoint’s IRS Response Library.
Joy Hudman, EA - Joy graduated from Southwest Texas State University with a Bachelor of Science in Education with concentrations in Business and Economics. After moving to the Pearland area she held a variety of jobs in the public and private sectors.
She has been preparing tax returns and helping taxpayers work through issues with the Internal Revenue Service. She became an Enrolled Agent in 1994 and later became an NTPI Fellow.
She has served on the NTPI Planning Committee and the NAEA Education Committee. She served the Greater Houston Chapter of Texas Society of Enrolled Agents in the following offices: President, 1st Vice-President, Treasurer and Director; and served as Chair of the 2003 TxSEA Convention held in Galveston, Texas. She served the Texas Society of Enrolled Agents as Director, Treasurer, 1st Vice-President and President.
Jeanette (Johnson) Ingram graduated from Sam Houston State University with a Bachelors of Business Administration degree in General Business Administration in 1982. Her career with IRS began in a clerical unit in December 1983 and she was promoted to Tax Auditor in June 1984, where she eventually served as the lead Office Auditor and as On-the-Job instructor for new hire tax auditors. Jeanette worked in the Problem Resolution Office prior to it becoming known as the Taxpayer Advocate Service (TAS). She was promoted to the position of Revenue Agent in January 1991 and has worked as a revenue agent in both the Small Business Self-Employed (SBSE) and Large-Midsize Business (LMSB) work units. Jeanette left LMSB (now LB&I) to become a group manager for SBSE in 2002, training a team of new hire revenue agents. She served as Resident Lead Instructor for SBSE Learning and Education and as Section Chief of the Reporting Compliance Section of Gulf States Area PSP, determining the workload for Examiners in the 10-state area. Jeanette reported to Appeals in May 2007 and has served as Lead Appeals Team Manager since that time. Presently, Jeanette has employees in three offices – Dallas, Omaha, and Houston and she is an instructor for the Exam AJAC procedures, having taught this within Area 7 in Dallas and Oklahoma City. She has proudly served for 31 years and anticipates many more.
Larry Jones advises and represents clients in IRS tax controversies which include audits, appeals, collections, criminal tax investigations, and civil and criminal tax litigation. Larry represents tax professionals before the Office of Professional Responsibility. He advises and assists corporations and individual businesses by furnishing general legal services necessary to the proper conduct of their business operations, and represents clients in the purchase and sale of businesses. He is committed to excellence in the practice of law and offers his clients timely, effective and efficient personalized service.
Prior to entering private practice, Larry was a Trial Attorney with the Tax Division of the U.S. Department of Justice. During his time there, he received substantial trial experience in tax cases. Larry represents taxpayers before all levels of the IRS, and in litigation against the IRS. Larry has successfully represented tax professionals facing proposed sanctions by the Office of Professional Responsibility. He is a partner in the law firm of Townsend & Jones, LLP, which has offices in Dallas and Houston. Larry is the past chairperson of the IRS North Texas District Director's Practitioner Liaison Committee, Larry is director of the Federal Taxpayers clinic at SMU Dedman School of Law and teaches Federal Tax Procedure at the Law School. Larry and his partner, Jack Townsend, are in Chambers USA: American's Leading Lawyers for business and were chosen as Texas Super Lawyers by Texas Monthly.
Larry is a teacher, author, recognized public speaker and authority on tax controversy matters, and how to effectively deal with the IRS. He has taught Criminal Tax Fraud and Taxation of Property Dispositions at the SMU Dedman School of Law. Larry has developed, written and taught courses for various professional organizations involving all aspects of the IRS including but not limited to audits, appeals, collections, and negotiating with the IRS. In the past Larry has co-sponsored the Forum on Doing Business with the IRS and the Texas Society of CPAs.
Larry is a member of the Advisory Board of the Journal of Tax Practice and Procedure published by CCH and he writes a column on examination issues for this publication. Larry has published various articles on dealing with the IRS. He is co-author of Guide to Dealing With the IRS published by Practitioners Publishing Co. Larry may be reached at 214.696.2661.
Evelyn Dyson Lee is a Sr. Stakeholder Liaison with the Internal Revenue Service. As a Sr. Stakeholder Liaison she focuses on the local engagement of the payroll, practitioner, and industry stakeholder organizations to provide information about the policies, practices, and procedures the IRS uses to ensure compliance with the tax laws.
Evelyn started her career with IRS in 1987 as a Tax Auditor examining individual and small business tax returns. She moved on to become a Revenue Agent and started examining High Income, Business, Corporate, and Partnership tax returns. She has served as an Excise Tax Agent, On-the-Job Instructor, and Technical Quality Review Specialist. Evelyn has also served as Acting Area Manager of the Southeast, Western, and New York Area Stakeholder Liaison groups. Evelyn has served as a VITA volunteer and conducted Small Business tax workshops. Evelyn feels that if we provide the taxpaying public with the information, education, and tools needed to understand taxes then tax compliance will increase. Evelyn enjoys reading and traveling in her spare time.
Patti Logan became an enrolled agent after working for the Internal Revenue Service as an Insolvency Technician, Revenue Officer and Offer Specialist. She left the Service in 1993 and formed The Tax Group specializing in representation. She has been an expert witness on several cases. Patti is a frequent speaker to various tax related organizations throughout the nation. Patti's articles have been featured in several national and local journals. She has been a columnist for CCH's Journal of Tax Practice and Procedures and is a contributing author of PPC's Dealing With the IRS. She is a proud recipient of the Texas Society of Enrolled Agent's Founder's Award, The Charles Goodnight Award for Enrolled Agent of the Year and the 2006 Extra Mile Award from the Tax Alliance Conference. In 2005, she was awarded the prestigious Excellence in Education Award in recognition of her leadership and promoting quality continuing education on behalf of the National Association of Enrolled Agents - Education Foundation. Patti is a past president of the Texas Society of Enrolled Agents and the Plano Area Enrolled Agents. She is a Fellow of the National Tax Practice Institute and former dean of the organization.
She currently serves on the board of directors of the Tax Alliance Conference, Inc.
Karyna Lopez is the Managing Attorney and Clinic Director of the Low Income Taxpayer Clinic at Lone Star Legal Aid in Houston, Texas. Karyna represents taxpayers in all IRS controversies, including innocent spouse relief, trust fund penalty cases, offers in compromise and litigation in U.S. Tax Court. Karyna’s practice spans Lone Star Legal Aid’s service area, which includes 72 counties in East and Gulf Coast Texas and 4 in Arkansas. As clinic director, Karyna advises over 80 LSLA attorneys when their cases intersect federal tax law. She has been with LSLA’s Low Income Taxpayer Clinic since its inception in May 2011.
She has a passion for serving underrepresented clients and has worked at LSLA since becoming licensed, starting her career assisting clients with Social Security, unemployment, and other government benefits issues.
Karyna has presented at the State Bar of Texas Poverty Law Conference on drafting settlement agreements with tax issues in mind and tax preparer fraud issues, Houston Volunteer Lawyer’s Tax Seminars on innocent spouse, and on audit red-flags for low income taxpayers.
Karyna earned her B.A. in Comparative Religion and Political Science from Miami University of Ohio in 2006, her J.D. from Loyola University New Orleans College of Law in 2009, and her LL.M in Taxation from the University of Houston Law Center in 2010. She is admitted to the State Bar of Texas and the United States Tax Court.
Mandi L. Matlock is the founder and former director of the Texas Taxpayer Assistance Project at Texas RioGrande Legal Aid, Inc. (TRLA). Before joining TRLA as a managing attorney, she was an Equal Justice Works fellow specializing in tax and consumer litigation. She co-authors Effectively Representing Your Clients Before the IRS and has worked on numerous comment projects for proposed Treasury regulations, including testifying before the Department of the Treasury on behalf of the State Bar of Texas Tax Section. She represents individual and business taxpayers at all administrative levels of the IRS, in U.S. Tax Court, and in federal district court. Ms. Matlock is a graduate of the University of Texas School Of Law.
Bruce McGovern is a tenured member of the faculty and an Associate Dean at South Texas College of Law Houston, where he also serves as Director of the school’s Low Income Taxpayer Clinic. He received his undergraduate degree from Columbia University and his law degree from Fordham University School of Law. After law school, he served as a judicial clerk for Judge Thomas Meskill on the U.S. Court of Appeals for the Second Circuit in New York. He then practiced law with the law firm of Covington & Burling in Washington, D.C. He subsequently earned an LL.M. in Taxation from the University of Florida Levin College of Law, where he taught as a visiting faculty member before joining the faculty at South Texas College of Law Houston.
Professor McGovern teaches and writes in the areas of business organizations and taxation. His courses include Federal Income Taxation, U.S. Taxation of International Transactions, Partnership and Subchapter S Taxation, and Federal Tax Procedure. He frequently speaks on recent developments in federal income taxation. Professor McGovern is a member of the Council of the State Bar of Texas Tax Section, a former Chair of the Houston Bar Association Section of Taxation, and a Fellow of the American College of Tax Counsel.
Lynne Morrison, Refundable Credits Administration, Internal Revenue Service - Lynne is the Technical Advisor in the Refundable Credits Administration Office. In that role she helps direct and support the collaborative efforts with other functions within IRS to deliver compliance and outreach programs for individual refundable credits for both the taxpayer and preparer community. Additionally, her office partners with outside stakeholders such as software developers, large tax preparation firms, and advocacy organizations to improve delivery of the office's programs.
During her 41-year career at the IRS, Lynne has held a wide variety of technical and leadership positions. Lynne worked in field examination as a revenue agent and manager. After spending ten years in Appeals, Lynne has worked as a headquarters program analyst, first for the innocent spouse program and then for the EITC and other refundable credit programs, supporting IRS’s efforts to develop and enhance policy, practice and procedure. Lynne served as a senior manager for several years leading the refundable credit programs.
Lynne is a CPA in Florida and holds a bachelor’s degree with a major in accounting from University of Florida and a master’s degree from Florida International University.
Eddie Price, CCSP - Eddie is a Director with KBKG and oversees the technical operations of its Cost Segregation practice. He is a Certified Cost Segregation Professional (CCSP) with the American Society of Cost Segregation Professionals (www.ASCSP.org). With over 30 years of cost segregation experience dating back to the Investment Tax Credit period, Eddie is one of the most experienced experts in the industry.
Eddie currently serves on the Executive Committee of the ASCSP and is former Chair of the Education Committee. In that position, he led the effort to develop educational courses and exam prep material that ASCSP members utilize before taking industry accreditation exams. He was also instrumental in getting ASCSP qualified by NASBA to provide Continuing Professional Education (CPE) to the CPA community.
Before joining KBKG, Eddie founded Fortress Analytics Inc., a firm specializing in cost segregation services. Prior to that, he spent 20 years with Deloitte where he led a regional cost segregation practice and established his reputation in the marketplace as a cost segregation expert. While at Deloitte, Eddie led a team of 16 professionals to develop 36 course hours of cost segregation training. His client service experience includes delivering cost segregation services to some of the largest corporations in the world. He also has significant experience successfully dealing with IRS audits in this area.
Eddie graduated from Texas A&M University with a degree in Environmental Design and Masters in Construction Management.
William Roberts is an IRS Local Taxpayer Advocate in Dallas. Bill has 23 years of IRS experience and earned an MBA from Augusta State University. Much of his IRS career has been spent working in the Small Business/Self‐ Employed division of the IRS but he recently moved to the Taxpayer Advocacy Service.
Jackie Rollins retired from the Internal Revenue Service in January 2002 after 33 years. She began her career in 1969 as a tax examiner in the Austin Service Center. She went on to hold a variety of positions including: tax auditor, taxpayer contact representative, taxpayer service specialist at the Dallas call site, regional resident lead instructor for taxpayer service and collection, revenue officer and regional program analyst for electronic filing and taxpayer education. In addition, she held the position of adjunct faculty member for 15 years in the Dallas and Collin County Community College Districts where she taught small business classes.
From 2010 through 2012, she served on the Treasury Department’s Taxpayer Advocacy Panel (TAP) and was elected national vice chair in her final year. Panel members listen to taxpayers, identify issues and make suggestions for improving IRS service and customer satisfaction.
Jackie is an enrolled agent and member of Capital of Texas Enrolled Agents (www.captxea.org), currently serving as president on CTEA’s Board of Directors. She was elected to the Tax Alliance Conference Board of Directors in summer 2016. Jackie offers both return preparation – current and prior years - and client representation, emphasizing collection and exam issues in her business. She is a volunteer for Texas RioGrande Legal Aid’s Low Income Tax Clinic and on the board of directors for her homeowners’ association, serving as secretary.
Gina Smith serves as a Appeals Team Manager since 2005, now for Collection matters in North Texas, Oklahoma and Arkansas. She has served in various frontline manager positions and as a senior manager at the Internal Revenue Service. She has years of experience in the various areas of the Collection program; general program, Offers in Compromise, Collection Due Process and Trust Fund Recovery. She is a frequent speaker on these topics at numerous events throughout the area. Gina holds undergraduate and graduate business degrees as well as mediation certification.
Josh Ungerman's practice includes estate planning and family wealth transfers along with IRS controversy matters at all levels. The tax and estate matters in which Mr. Ungerman is involved are typically very complex from both a factual and legal perspective. These matters often require legal and accounting skills. Mr. Ungerman is also a Certified Public Accountant.
Mr. Ungerman works with the families on wealth preservation and transfer strategies. A major focus is on accomplishing family wealth preservation goals with an emphasis on the efficient transfer of family wealth to the next generation from a business and tax perspective.
Mr. Ungerman is also involved in defending Taxpayers & issues against IRS inquiries and actions. The IRS defense practice covers Civil and Criminal Exams, Investigations and Trials. Many of Mr. Ungerman’s Tax Controversy matters include an offshore component.
Prior to joining the firm in 1994, he was a civil prosecutor for the Internal Revenue Service, Dallas District Counsel office. He was also a Special Assistant United States Attorney for the Department of Justice in Dallas during his time as a civil prosecutor. Prior to becoming an IRS attorney of a special assistant U.S. attorney, he served as a law clerk to the Honorable Carolyn M. Parr at the United States Tax Court in Washington, D.C.
Mr. Ungerman is a frequent speaker on tax topics including exams, IRS estate tax strategies, tax shelter defense, recent tax legislation, IRS criminal tax investigation techniques, and state tax controversy issues. He has many published articles i
Mr. Ungerman was admitted to practice in Texas in 1990
Scott Walker specializes in estate planning, probate, estate administration, charitable planning, guardianship and general business matters. He has received the Martindale AV® Preeminent™ 5.0 out of 5 peer review rating.
After graduating from law school, Mr. Walker accepted a position with the Dallas law firm of Thompson & Knight, P.C., before joining Retirement Advisors of America, Inc. three years later as its in-house legal counsel. He returned to private practice in 1994.
University of Virginia School of Law, J.D., 1989
Southern Methodist University, B.B.A. Finance, cum laude, 1986
Claude Watkins - Claude Watkins, Internal Revenue Service, Small Business/Self Employed Division, Territory Manager
Claude Watkins is the Territory Manager for the Dallas/Tulsa, Oklahoma Office. He started his career with the IRS as a Revenue officer in 1986 in Odessa, TX. Claude was promoted to Senior Revenue Officer in 1990. He went into management in 2001 and was promoted to his current Senior Management position in 2009. His office is located in Dallas, TX.
Claude received his BSBA degree in Business Administration in 1985 from Henderson State University, Arkadelphia, AR.