Dan Baucum, J.D., LL.M (in Taxation)  represents clients in tax and business planning and federal tax controversies.  After graduating from N.Y.U.’s graduate tax law program he practiced law in Dallas until he was offered the position of Special Assistant to the IRS Assistant Chief Counsel (Passthroughs & Special Industries) in Washington, D.C. He spent the next decade of his career in Washington working at the IRS and then as Director of IRS Practice in the National Tax Office of a “Big Six” accounting firm while teaching in Georgetown’s graduate tax 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 

Marc Enzi is a Certified Financial Planner™, U.S. Treasury licensed Enrolled Agent, and a Certifying Acceptance Agent in practice for over 15 years.  He has an MSBA from Boston University, his primary focus is on clients with foreign attributes such as Foreign Investment Real Property Tax Act (FIRPTA), international tax consulting, FATCA compliance, and Expatriate and Rotator population tax compliance and tax controversy matters. He regularly represents clients in federal examinations and offshore tax compliance matters. 

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 has represented tax professionals before the Office of Professional Responsibility.  He is committed to excellence in the practice of law and offers his clients timely, effective and efficient personalized service. 

investigations, and representing individuals and entities in criminal tax investigations and prosecutions. 

Josh Ungerman is a Partner at Meadows. Collier, Reed, Cousins, Crouch & Ungerman, LLP.  He is also involved in defending Taxpayers and issues against IRS inquiries and actions.  The IRS      defense practice covers Civil and Criminal Exams, Investigations and Trials.  Many of Josh's Tax  Controversy matters include an offshore component. 

 Mr. Ungerman is often selected to many "Best of" attorney lists by his peers including:  Best           Lawyers, D Magazine and Texas Monthly.  He was selected to the Texas Super Lawyers Top

program. Today, Dan combines the perspective he gained in Washington with almost four decades of experience representing clients in tax and business planning and controversies before the IRS and in court.

Rhonda Kirby serves as the Taxpayer Advocate Service Executive Director for Case Advocacy and is  responsible for all Case Advocacy Operations in the United States, Puerto Rico, and Guam, including hiring and training over 1200 highly capable advocates, assisting the NTA with the Annual Report to  Congress, and facilitating taxpayer outreach for over 70 Local Taxpayer Advocates.  Rhonda previously served as the Deputy Executive Director for Case Advocacy in the Western United States and Guam, and as the Area Director for the Pacific Northwest where she was responsible for Case Advocacy operations in a nine-state area.

Elizabeth Ann Copeland - Judge Copeland was born in Colorado Springs, CO.  She received a Bachelor of Business Administration degree, cum laude, in 1986 from the University of Texas at Austin.  Prior to attending law school, she worked at Ernst & Whinney (now EY), from 1986 to 1989.  She became a Certified Public Accountant in 1988.  Judge Copeland received a Juris Doctor degree in 1992 from the University of Texas School of Law.  Where she received the Fubright and Jaworsky 

Kathy Mannering became an Enrolled Agent in 2012, but her tax preparation and bookkeeping career began in 2001 when she founded In The Black Bookkeeping and Tax Services, Inc.   She places great value in providing personal and professional service for all her clients and because of this, she has seen her practice continue to grow and enjoy the loyalty and trust of over 150 families each tax season. 

Caroline Ciraola, former Acting Assistant Attorney General of the U.S. Department of Justice’s Tax Division, is a partner with Kostelanetz & Fink and a founder of its Washington, D.C. office. Her practice focuses on federal and state civil tax controversies, including representation in sensitive audits, administrative appeals, and litigation,  providing related tax advice, conducting internal 

Jason Freeman is the founding and managing member of Freeman Law, PLLC. He is a dual-            credentialed attorney-CPA, author, law professor, and trial attorney. Mr. Freeman has been recognized multiple times by D Magazine as one of the Best Lawyers in Dallas, and by Super Lawyers and Texas Monthly magazine as a Rising Star in tax law.  He was recently honored by the American Bar  Association, receiving it’s “On the Rise – Top 40 Young Lawyers” in America award.

Tax Alliance Conference

Frank Agostino is the president of Agostino & Associates, P.C., a law firm in Hackensack,  New Jersey specializing in civil and white collar criminal litigation, tax controversies and tax planning.

 Prior to entering private practice, Mr. Agostino was an attorney with the Internal Revenue Service’s  District Counsel in Springfield, Illinois and Newark, New Jersey. He also served as a Special Assistant United States Attorney, where he prosecuted primarily criminal tax cases.

Speakers:  Please note that speakers and topics are subject to change.


As an adjunct professor, Mr. Agostino taught tax controversy at Rutgers School of Law and served as the co-director of the Rutgers Federal Tax Law Clinic.

Mr. Agostino is a frequent speaker and author on tax controversy and litigation matters. He serves on the Advisory Board of the Journal of Tax Practice and Procedure. Mr. Agostino is actively involved with the American Bar Association and the New York County Lawyers’ Association.

Mr. Agostino is also the President of the Taxpayers Assistance Corp., which provides tax and legal advice to low income taxpayers in the NY/NJ area.



Dan was born and educated in Dallas, where he practices law today representing clients throughout Texas and the U.S. For over a decade Dan has taught as an Adjunct Professor of Law at his alma mater, SMU. He also serves as counsel to Freeman Law PLLC.  Dan may be contacted at dbaucum@baucumlaw.com or 214.984.3658.

​Bill Beckham has been employed with the Internal Revenue Service for 32 years.  He began his career as a Revenue Officer in Alexandria Louisiana in 1986 before moving to Fort Worth, TX in 1991.  In 2000 he became a Special Agent with Internal Revenue Service – Criminal Investigation.  Between 2011 and 2015, he was the Identity Theft Coordinator for the Dallas Field Office.  He has worked several types of investigations while employed with the IRS including tax evasion and money laundering and identity theft.  He became a Supervisory Special Agent in 2016  He is a 1986 graduate from the University of Oklahoma with a bachelor’s degree in Business Administration.  

John M. Bovard, CPA, has practiced public accounting since 1985, where he served with both the tax and audit departments of three local CPA firms in Dallas. He is a director of the tax department Smith, Jackson, Boyer & Bovard, PLLC in Dallas TX. 

His expertise includes tax planning and tax return preparation for individuals and businesses, IRS audits and appeals, small business consulting, and estate tax planning. He is a member of both the American Institute of Certified Public Accountants and the Texas Society of CPA’s. 

He is a graduate of Southern Methodist University with a BBA in accounting. He is a Certified Public Accountant in the state of Texas and is a member of the AICPA, the Texas Society of CPAs and the Dallas Chapter of the Texas Society of CPAs.

Steve Carter - Steve has more than 30 years of experience in tax and bookkeeping services.  Steve is a graduate of Dallas Baptist University. Steve became an Enrolled Agent in 2003 being federally licensed by the US Department of the Treasury. Steve completed the three-year fellowship to the National Tax Practice Institute™ in 2009. Steve serves on the boards of Texas Society of Enrolled Agents and Tax Alliance Conference. He is currently the President of North Texas Enrolled Agents.

As a Certified Tax Coach™, Steve enables taxpayers to be proactive in managing their taxes by using court-tested, IRS-approved strategies, including entity selection, minimizing Alternative Minimum Tax, maximizing deductions from real estate and other passive sources and maximizing retirement savings. 

Prior to Steve joining his father’s tax firm (Otis Carter, Inc.) in 1999, Steve was Director of Data Operations for Utility General, Inc. in Dallas, a third-party insurance administrator for specific utility products, and prior was Controller Systems Director for Tropicalanta, Inc. an Atlanta restaurant chain. 

Richard Christian was a Collection Group Manager for the Internal Revenue Service, with over 45 years of collection experience.  His group handled the most egregious cases in the north half of Texas and all of Oklahoma.  His group worked closely with the Southwestern Civil Trial Section of the Department of Justice Tax Division on a variety of suit recommendations as well as the largest income tax case in IRS history.   He also worked closely with Criminal Investigation (CI) in referring violations of IRC 7202, his group being a national leader in CI referrals.   Outside of the IRS, Richard serves on the board of Amberton University.  Richard may be contacted at ChristianTax ConsultingExpert@gmail.com or 214-288-2357.



Caroline is a Fellow and Regent of the American College of Tax Counsel, a recipient of the IRS Chief Counsel Award and the ABA Tax Section’s Janet Spragens Pro Bono Award, and an instructor with the IRS Military Volunteer Income Tax Assistance program at Ft. George G. Meade in Maryland. She also serves as an Adjunct Professor at the Georgetown University Law Center (International Tax Controversies) and University of Baltimore School of Law (Investigation, Prosecution and Defense of Tax Crimes). Caroline has been recognized by Chambers, International Tax Review, Best Lawyers in America, Super Lawyers, and The Daily Record’s Top 100 Women Circle of Excellence. 

Outstanding Second Year Law Student award in 1991.  While attending law school, she served as a law clerk to Justice Cook of the Texas Supreme Court.  She began her legal career and Tax Court career as an attorney advisor to Judge Mary Ann Cohen from 1992 to 1993.  She was admitted to the Texas Bar in 1992.  From 1993 to 2012, she practiced law with the firm of Oppenheimer, Blend, Harrison & Tate, Inc. (OBHT), becoming a shareholder in 2000.  While at OBHT, she served as an adjunct professor at Our Lady of the Lake University from 1997 - 1999.  In 2012, the shareholders of OBHT joined forces with Strasburger & Price, LLP (later becoming known as Clark Hill) which firm she practiced with from 2012 to 2018.  Judge Copeland has been Board Certified in Tax Law by the Texas Board of Legal Specialization since 2002.  Tax Analysts named her a 2012 Tax Person of the Year in its national edition of Tax Notes.   She served as chair of the Texas State Bar Association Tax Section for the 2013/2014 term.  She was a recipient of the Janet Spragens Pro Bono Award in 2009 given by the American Bar Association Section of Taxation.  She was named San Antonio Tax Lawyer of the Year in 2011, 2017 and 2018 by Best Lawyers; recognized by Thompson Reuters  as a San Antonio Super Lawyer, 2003 - 2018; recognized by S. A. Scene Magazine as one of San Antonio's Best Tax Law Attorneys, 2004 - 2018; received the 2010 Belva Lockwood Outstanding Lawyer award from the Bexar County Women's Bar Association (she was also awarded the 1998 Belva Lockwood Outstanding Young Lawyer Award.)  Appointed by both President Obama and President Trump, she became a Judge for the United States Tax Court on October 12, 2018 for a term ending October 11, 2033.  

Clint Davis is with the law firm of Krage & Janvey, LLP in downtown Dallas.  He graduated cum laude from the SMU Dedman School of Law in 1980.  [Yes, that was before some of you were born.] He was first licensed in Florida as an attorney in 1980 and then in Texas in 1982.  He has been a licensed CPA in Texas since 1980.  He has been Board Certified in Tax Law by the Texas Board of Legal Specialization since 1988, and he steadfastly refuses to take any more exams.  He has been named as a Super Lawyer, a Top Attorney in Texas by Texas Monthly, one of the Best Lawyers in Dallas by D Magazine and a Top Rated Lawyer by the Dallas Morning News, all in the tax area. 

Clint has been an author and discussion leader for 8-hour CPE courses for the Texas Society of CPAs since 1991.  [Some of his peers believe that the length of these courses make him certifiable as well as board certified.]  Clint also speaks before various bar associations and is a frequent presenter and moderator on the Accountants’ Continuing Professional Education Network.

Clint primarily represents high net worth individuals and closely held businesses with much of his time devoted to tax planning in mergers and acquisitions and charitable organizations. ​​


Prior to forming his own practice in 2009, he worked for PricewaterhouseCoopers as an International Tax Manager in the International Advisory Service department in Houston, TX. 

Marc Enzi is the Enrolled Agent representative to the Houston Texas IRS/Tax Practitioner Study Group, teaches classes on tax compliance for foreign individuals doing business in the US. He is an NTPI fellow, a member of the National Association of Enrolled Agents.  


He serves on the law school faculty at SMU’s Dedman School of Law, where he teaches a course in the law of federal income taxation, and he is a frequent public speaker across the country, presenting and educating on various legal topics. He is the President of the North Texas chapter of the American Academy of Attorney-CPAs, an executive board member of the Texas Society of CPAs, and member of the Board of Directors for the Dallas Society of CPAs. He is also a
council member for the Tax Section of the Texas State Bar.

Mr. Freeman represents clients in litigation and disputes, with a particular focus on federal and state tax controversies, as well as white-collar and financial disputes, both civil and criminal. He handles IRS audits and other investigations and represents clients facing tax and white-collar or financial-related charges. He also advises and assists clients with tax and regulatory compliance, including domestic and international tax planning and regulatory reporting requirements,
as well as cryptocurrency and Blockchain implementations. 

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.  Jeanette served on a brief detail in 2016 to Appeals’ Knowledge Management team before returning as the manager for the local Appeals team.  Presently, all of Jeanette’s employees are located with her in the Alpha Road office.  She has proudly served for 35 years.   


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. He was a partner in the law firm of Townsend & Jones, LLP.  Larry is Director of the Federal Taxpayers Clinic at SMU Dedman School of Law and has taught Federal Tax Procedure at the Law School.   Larry is in Chambers USA: American's Leading Lawyers for business and was 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 may be reached at 214.696.2661. 


Rhonda is a graduate of the 2017 Senior Executive Service Candidate Development Program (CDP). Over her 20-year career with IRS, Rhonda held several positions and assumed increasingly challenging leadership roles and responsibilities. She was a Revenue Agent for 11 years, both in the Small Business/Self-Employed Division and the Large Business & International Division. She was subsequently selected as an Appeals Officerthen Appeals Team Manager, where she and her team were responsible for settling tax disputes in Washington and Alaska.  Rhonda also served a detail as an Appeals Area Director where she led 9 Appeals Managers and directed Appeals operations in the Pacific Northwest. 

Rhonda resides with her family in Seattle. She enjoys hiking, alpine climbing, reading,
and traveling with her family.

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 in 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.  Patti can be contacted at 719.783.3312 or patti@thetaxgroup.com.



​​Although her client base includes many small businesses of all types as well as individuals and families, she specializes in providing tax and bookkeeping services to pastors, churches, and ministries.  Kathy’s background is in ministry where she served alongside her husband, Ed Mannering, in founding and pastoring churches in Texas, Michigan, and New Jersey.  This unique background and over 35 years of experience in church and ministry bookkeeping allow her to advise her clergy clientele a wide range of bookkeeping and tax matters.

Currently, Kathy and her husband live and work out of their home office in North Fort Worth. They have 3 children and 2 grandchildren.



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.

Audrey Morris, Area Counsel, I.R.S. Office of Chief Counsel (SB/SE Dallas).  Ms. Morris graduated from the University of West Florida in 1984 with a B.A. in Accounting and she received her J.D. from the University of Miami School of Law in 1990.  She has been with the Internal Revenue Service Office of Chief Counsel in Dallas, Texas since 1991; prior to that time, she spent five years as a Revenue Agent in Miami and Dallas.  Ms. Morris currently supervises 7 managers and 60 attorneys and paralegals working in the Small Business/Self-Employed Division and located throughout Texas and Louisiana.  

Ms. Morris’ areas of expertise include civil tax litigation, primarily focusing on the areas of Civil Fraud, Abusive Trusts, Offshore Evidence and Holdings, FBARs, Innocent Spouse, Summonses, Third Party Contacts, and Offers In Compromise.  

Ms. Morris is a frequent speaker at national Counsel and I.R.S. Training Sessions, seminars conducted by the outside bar across the country, and Colleges and Universities throughout Texas.  Ms. Morris has been repeatedly recognized for her outstanding work with the Office of Chief Counsel, including being named SB/SE Attorney of the Year for 2001, receiving a 2005 Chief Counsel Instructor Excellence Award, being named Counsel’s 2009 National Instructor of the Year, named SB/SE Manager of the Year for 2015, and receiving a Treasury Leadership Legacy Award for 2018. 

Ms. Morris is a member of the State Bar of Texas and is admitted to practice before the United States Tax Court, the United States District Court for the Northern District of Texas, the Fifth Circuit Court of Appeals and the United States Supreme Court. 

Michelle May O'Neil has 25 years' experience representing small business owners, professionals, and individuals in litigation related to family law matters such as divorce, child custody, and complex property division.  Described by one lawyer as "a lethal combination of sweet-and-salty", Ms. O'Neil exudes genuine compassion for her client's difficulties, yet she can be relentless when in pursuit of a client's goals.  One judge said of Ms. O'Neil, "She cannot be out-gunned, out-briefed, or out-lawyered!"

Ms. O'Neil became a board-certified family law specialist by the Texas Board of Legal Specialization in 1997 and has maintained her certification for 20 years since that time.  While representing clients in litigation before the trial court is an important part of her practice, Ms. O'Neil also handles appellate matters in the trial court, courts of appeals and Texas Supreme Court.  Lawyers frequently consult with Ms. O'Neil on their litigation cases about specialized legal issues requiring particularized attention both at the trial court and appellate levels.  This gives her a unique perspective and depth of perception that benefits both her litigation and appellate clients.

Tom Rhodus combines his early experience as a government trial lawyer with over 30 years of private practice to help clients navigate the complex landscape of federal regulation and law enforcement.  With diverse clients ranging from healthcare groups and publicly-traded companies to non-profits and wealthy entrepreneurs, Tom focuses primarily on resolving tax and other regulatory controversies involving civil and criminal liability.  He has tried numerous cases to successful verdicts in federal and state courtrooms across the country and has also guided clients through investigations conducted by the IRS, the Department of Health and Human Services and other government agencies.  

During his seven-year tenure as a trial lawyer for the Tax Division of the U.S. Department of Justice, Tom prosecuted countless civil and criminal tax cases and gained an insider perspective that most private-practice lawyers can’t bring to the table. With his first-hand knowledge of how government lawyers think and what they need to get settlements  approved, Tom can work more efficiently and focus on creative, realistic solutions, instead of wasting his clients’ time and
money chasing impossible outcomes.

Clients rely on Tom’s skillful guidance outside the courtroom as well.  He provides ongoing strategic counsel to some of the largest physician groups in Texas and a variety of other businesses that need proactive business planning and efficient structures to minimize tax liability and avoid government intervention. He also advises clients on the tax and regulatory consequences of various strategic transactions and guides them through a broad range of day-to-day business decisions and corporate governance issues.  To contact Tom:  trhodus@grayreed.com or 469.320.6090

Pat Sykes is a “Who Dat” sojourner from New Orleans who now calls Texas home.  Her 36-year career with H&R Block/Block Advisors includes positions as Certified Master Instructor, Office Manager, Director of Acquisitions, but her favorite remains Tax Professional. Pat’s expertise covers both individual and business taxation as well as audit and collection activity. As she tells her clients, “I represent you on everything tax related.” 

Pat holds a degree in Management from Dallas Baptist University, and a Doctorate in “Grandmothering and World Traveling.” She gained her Enrolled Agent status in 1993 – and plans never to let it lapse! She is a proud former member of the Tax Alliance Conference and still believes it is the best source of quality education for the investment. 

A self-proclaimed history buff, Pat enjoys visiting sites both in the U.S. and abroad. The decision-making process of leaders – especially U.S. presidents continues to intrigue her. We can all learn from both wise and unwise decisions. Let history be the judge!  Pat may be contacted at pat.sykes@blockadvisors.com.


 100 Lawyer Lawyers in Texas list.

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.

Josh 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.

Mr. Ungerman was admitted to practice in Texas in 1990.  He may be contacted at jungerman@meadowscollier.com or (214)744-3700.