The Internal Revenue Service has selected 10 new members for its Information Reporting Program Advisory Committee and another 10 members and a chairman for its IRS Advisory Council.
Members of IRPAC provide industry perspective and recommendations that assist the IRS in making decisions about third-party information reporting, while IRSAC offers an organized public forum for IRS officials and the public to discuss key tax administration issues.
The new IRPAC appointees will join 14 returning members who are in the second or third year of their three-year terms. The new members include:
• Susan R. Boltacz, JD, CPA, a group vice president, tax counsel and director of tax information reporting at Sun Trust Bank, in Atlanta. She has been advising on tax information reporting issues and implementing tax information reporting requirements for the financial services and telecommunications industries for over 21 years. She is a member of the Tax Section of the American Bar Association.
• Duncan W. Brennan, of Washington, D.C., is manager of the legal support group at Burt, Staples & Maner LLP. He is experienced working with domestic and nonresident withholding and information reporting and holds a Master’s degree in public policy.
• Julia K. Chang, CPA, of Pacific Palisades, Calif., has worked in the accounting field for over 30 years, specializing in taxation. She is a member of the AICPA and the California Society of CPAs.
• Terrance C. Coppinger, CPA, of New York, is a director at Deloitte Tax LLP. He has been advising clients on tax information reporting for more than 15 years. He is a member of the Tax Section and the Personal Financial Specialist Section of the AICPA, and the IRS Relations Committee of the New York State Society of CPAs.
• Rebecca M. Harshberger, a Certified Payroll Professional of Burbank, Calif., is director of payroll tax administration at GEP Administrative Services Inc. She has over 10 years of experience in tax information reporting. She is on the board of directors of the Los Angeles chapter of the American Payroll Association and is a member of APA.
• Anne W. Jetmundsen, CPA, of Tampa, Fla., is a tax advisor to the University of South Florida. She advises the university on payroll, purchasing, accounts payable and information-reporting obligations. She chairs the Taxation Subcommittee of the Inter-institutional Committee on Finance and Accounting and is a member of the Tax Council of the National Association of College and University Business Officers.
• Tony Y. Lam, JD, CPA, of Owings Mills, Md., is an associate tax counsel at T. Rowe Price Associates. He addresses the legal requirements of tax information reporting and withholding for millions of investor accounts and retirement plan participant accounts both domestic and foreign. He is a member of the Investment Company Institute’s Tax Committee.
• Michael M. Lloyd, JD, CPA, of Washington, D.C., is a member, counsel and senior associate of Miller & Chevalier Chartered. He advises clients in the areas of tax and employee benefits with a focus on cross-border payment reporting and withholding, domestic information reporting, employment tax reporting, fringe benefits, executive compensation and penalty abatement. He is a member of the AICPA and the Section of Taxation of the American Bar Association.
• Jeffrey N. Mason, JD, of Salem, N.C., is a tax counsel in the corporate tax department at Wells Fargo. He has 10 years of experience ensuring compliance with information reporting requirements in the banking industry. He is a member of the SIFMA Tax Compliance Committee.
• Lonnie Young, CPA, of Lake Mary, Fla., owns Young & Co. LLC. His firm prepares corporate, partnership, trust and individual returns, as well as payroll information returns. He is a member of the AICPA and the National Society of Accountants.
The 10 new participants in IRSAC will join 19 returning members in 2011. The new members include:
• Richard G. Larsen, JD, CPA, of Fairfax, Va., a Distinguished Professor of Accounting at George Mason University’s School of Management. He is presently on the board of directors of Tax Analysts and the Bureau of National Affairs Accounting Advisory Board.
• Neil D. Traubenberg, JD, of Broomfield, Colo., recently retired as vice president of corporate tax for Sun Microsystems. He has over 35 years of experience in taxation that included an international restructuring strategy that integrates subsidiaries attained through acquisition with existing Sun subsidiaries. He is a member of the ABA-Tax Section, MAPI and was Tax Executive Institute International president from 2009-2010.
• Kevin D. Anderson, JD, CPA, of Bethesda, Md., is a partner with the accounting firm of BDO Seidman LLP. He is a member of the ABA-Section of Taxation and the section’s liaison to the Wage and Investment Division of the IRS. He also served as vice chair of the Pro Bono Committee, where his principal role was to develop and manage the section’s commitment to the Volunteer Income Tax Assistance Program.
• Donna K. Baker, CPA, of Adrian, Mich., owns Donna K. Baker & Associates and Tax Pro Filers. She is also an associate professor of accounting with Siena Heights University. She is a member of the AICPA, the NATP, the Michigan Association of CPAs and the Lenawee County VITA Coalition.
• William E. Philbrick, CPA/ABV, CVA, CFF, of Worcester, Mass., serves as a senior vice president with Greenberg, Rosenblatt, Kull & Britsoli PC. He is a frequent lecturer and speaker before professional organizations on several tax areas. He is also a member of the AICPA, the Massachusetts Society of CPAs, the National Association of Certified Valuation Analysts, and the National Society of Accountants.
• Sanford D. Kelsey III, JD, CPA, of Memphis, is a senior tax attorney for FedEx, where he advises stakeholders of FedEx’s various subsidiaries on tax matters dealing with state, federal and international tax matters. Kelsey currently serves as an articles editor on the Editorial Board and Publication Committee of The Tax Lawyer – SALTE, an American Bar Association publication. He is also a member of ABA, the Florida Bar Association and the Tennessee Society of CPAs.
• Cecily V. Welch, CPA, PFS, CPF, of Alpharetta, Ga., is a senior tax manager with S.J. Gorowitz Accounting and Tax Services Inc. She has lectured frequently to professional organizations and has experience in domestic and international financial audits. Welch is a member of the AICPA and is active in the Georgia Society of CPAs Tax Section and Estate Planning Section.
• David F. Golden, LL.M., JD, CPA, of Atlanta, is a partner with the law firm of Troutman Sanders LLP. He prepared comments on behalf of the American Association of Attorney-CPAs on proposed regulations to the Section 6694 Tax Return Preparer Penalty Rules, and has spoken extensively regarding Circular 230 and its impact on tax lawyers and CPAs. He is a member of the American Bar Association and a member of AAA-CPA.
• Peter S. Wilson, JD, CPA, of Raleigh, N.C., is a managing director with RSM McGladrey’s national tax practice and a partner in McGladrey & Pullen LLP. He chaired the task force that developed the ABA Tax Section comments on Circular 230 Section 10.34(a) (2009). He is a member of the ABA’s Tax Section and Standards of Tax Practice Committee, and the AICPA Tax Division.
• Charles J. Muller III, LL.M., JD, of San Antonio, is an attorney and partner with the law firm of Strasburger & Price, and specializes in civil, criminal, malpractice, tax, commercial and financial matters. He has chaired the American Bar Association Committee on Civil and Criminal Penalties and the Penalties Tax Force, and he is a recipient of the Attorney General’s Marshall Award for Outstanding Legal Achievement in the Trial of Complex Litigation. He is a member of both the American College of Tax Lawyers and the American Bar Association Tax Section, in addition to being listed in the Best Lawyers in America.
The 2011 IRSAC chairman is Charles P. Rettig, JD, LL.M., of Beverly Hills. Rettig served as the vice-chair of IRSAC for 2010. He is an attorney with Hochman, Salkin, Rettig, Toscher & Perez PC, and specializes in tax controversies, as well as tax, business, charitable and estate planning, and family wealth transfers. He is on the National Board of Advisors for the Graduate Tax Program at New York University School of Law; a member of the advisory board of the California Franchise Tax Board; an elected regent and fellow of the American College of Tax Counsel; a member of the board of trustees for the California CPA Education Foundation; and a member of the board of advisors for the CCH Journal of Tax Practice and Procedure.