Minneapolis, Minnesota USA · May 23-24, 2019

ARCHIVE — 2015 Speakers: Washington, D.C.

Keynote Speakers

Philip Baker

Philip Baker

QC
Field Court Tax Chambers
London, United Kingdom
Philip Baker is a barrister and QC practising from Field Court Tax Chambers in Gray’s Inn. He was called to the bar in 1979, began practising in 1987 and took silk in 2002. He is also a Senior Visiting Research Fellow at the Institute for Advanced Legal Studies, London University and was responsible for the MA in Taxation programme there. From September 2015 he is visiting professor in international taxation at Oxford University.
Nina Olson

Nina E. Olson

National Taxpayer Advocate
Internal Revenue Service
Washington, DC, United States
Nina E. Olson, National Taxpayer Advocate, leads the Taxpayer Advocate Service, an independent organization within the Internal Revenue Service. Ms. Olson is the voice of the taxpayer at the IRS and before Congress. Under her leadership, the Taxpayer Advocate Service helps taxpayers resolve problems with the IRS and addresses systemic issues affecting groups of taxpayers. Her Annual Report to Congress identifies the most serious problems facing taxpayers and recommends solutions. In 2015, Congress codified the provisions of the Taxpayer Bill of Rights for which Ms. Olson had long advocated. Ms. Olson convened the First International Conference on Taxpayer Rights in 2015 held in Washington, D.C., followed by conferences in Vienna and Amsterdam. In 2017, Ms. Olson received the American Bar Association Section of Taxation’s Distinguished Service Award and the Jules Ritholz Memorial Merit Award for outstanding dedication, achievement, and integrity in the field of civil and criminal tax controversies. Tax Analysts honored Nina Olson as one of ten outstanding women in tax from over 300 nominations in 2016. Ms. Olson is a graduate of Bryn Mawr College and North Carolina Central School of Law, and she holds a Master of Laws degree in taxation from Georgetown University Law Center.

Moderators

Jay K. Rosengard

Lecturer in Public Policy and Academic Director
Rajawali Foundation Institute for Asia, Ash Center for Democratic Governance and Innovation, Harvard Kennedy School of Government
Cambridge, MA
Jay K. Rosengard is Lecturer in Public Policy at the Harvard Kennedy School (HKS) with over 35 years of experience in the design, implementation, and evaluation of development policies and programs throughout Asia, Africa, and Latin America. Rosengard’s areas of expertise include public finance and fiscal policy, tax and budget reform, municipal finance and management, intergovernmental fiscal relations, banking and financial institutions, microfinance, and public administration. Rosengard is currently Director of the Mossavar-Rahmani Center for Business and Government's Financial Sector Program, which focuses on the development of bank and nonbank financial institutions. In addition, Rosengard is a Faculty Affiliate of both the Ash Center for Democratic Governance and Innovation and the Center for International Development. Rosengard serves as Faculty Chair of four executive education programs: Comparative Tax Policy and Administration (ComTax), which addresses key strategic and tactical issues in tax design and implementation; Financial Institutions for Private Enterprise Development (FIPED), focused on sustainable micro, small, and medium enterprise finance; ASEAN and East Asia Leaders (ALP), to help develop a senior leadership network throughout Asia; and Leadership Transformation in Indonesia (Transformasi), designed to support local government capacity building. He is also Academic Director of the HKS Rajawali Foundation Institute for Asia and Faculty Chair of the HKS Indonesia Program.
Christoher Rizek

Christopher S. Rizek

Caplin & Drysdale
Washington, DC, United States
Christopher S. Rizek is a member of the law firm of Caplin & Drysdale, Chartered, in Washington, D.C., and General Counsel of the firm.  He formerly served as Associate Tax Legislative Counsel in the U.S. Treasury Department, Office of Tax Policy, where he helped write tax procedural guidance and legislation, including particularly the Taxpayer Bill of Rights 2 (1996) and the IRS Restructuring and Reform Act of 1998.  He has also previously worked in other Washington law firms and as a Trial Attorney in the U.S. Department of Justice, Tax Division. Mr. Rizek has a bachelor’s degree in philosophy from Dartmouth College and received his J.D. and his LL.M. in Taxation from Georgetown University Law Center.  He currently is an Adjunct Professor at Georgetown University Law Center, and has chaired committees and served in other capacities in the D.C. Bar’s Taxation Section, the American Bar Association, Section of Taxation, and the American College of Tax Counsel.
Diana Bernal

Diana Bernal Ladrón de Guevara

Procuradora
Procuraduría de la Defensa del Contribuyente - Prodecon
Mexico City, Mexico
Diana Bernal has been appointed by Mexican Federal Congress on April 2011 as the first Procuradora de la Defensa del Contribuyente, and recently the Senators confirmed her for a second four years term. For several years Diana had also performed as a judge in different federal courts, ruling constitutional and legal tax affairs. She entered the Federal Congress as Deputy in 2003, and as a part of her duties, Diana promoted the first law specifically designed to protect taxpayers’ rights in our country. She also participated actively to pass the law which created the Procuraduría de la Defensa del Contribuyente. She is frequently invited as a speaker in different specialized topics, like tax matters and judicial interpretation.
John Hasseldine

John Hasseldine

Professor of Accounting and Taxation
Peter T. Paul College of Business and Economics, University of New Hampshire
Durham, NH
Dr. Hasseldine is a Professor of Accounting and Taxation in the Department of Accounting and Finance at the Peter T. Paul College of Business and Economics, University of New Hampshire. Prior to Fall 2011 he was Department Chair of Accounting and Finance at the University of Nottingham. John, a Kiwi, qualified as an accountant in New Zealand and is a Fellow of the Association of Chartered Certified Accountants (FCCA) based in London. He is the Editor of the international journal Advances in Taxation. John has served on three government committees in the U.K. and was a contributor to the Mirrlees Review of the U.K. tax system conducted by the London-based Institute of Fiscal Studies. He has been an external expert at the International Monetary Fund, a visiting professor at the Australian School of Business in Sydney, and a keynote speaker at their international tax administration conference. He travels widely, speaking at national and global conferences, including one on VAT organized by the OECD, World Bank and IMF, and a conference on dealing with the U.S. ‘tax gap’ held at the Library of Congress in Washington DC. Dr. Hasseldine has over 80 publications, including four books and monographs and over 900 citations. He received his Ph.D in Accounting in 1997 from the Kelley School of Business at Indiana University-Bloomington, his M.S. in Accounting and B.S. in Commerce from the University of Canterbury, Christchurch, New Zealand.

Tom Beers

Special Research Advisor to National Taxpayer Advocate
Internal Revenue Service
Washington, DC
Tom Beers started his career with the IRS in 1974, and has served in a variety of positions in collection, information systems, and research. He left the IRS in 1978 to obtain an M.B.A. and worked for Burlington Industries for two years, returning to the IRS in 1982. In 1986 he entered the IRS's program in artificial intelligence, and attended a two year graduate program at the Massachusetts Institute of Technology. After completing training, Tom worked in IRS Research until 2002, when he went to the Taxpayer Advocate Service (TAS) to serve as the Research Advisor to the National Taxpayer Advocate. Tom subsequently helped establish the TAS research organization and served as its first director from 2006 to 2011.  He then again worked as the Senior Research Advisor to the National Taxpayer Advocate until his retirement in 2014.  Although retired, Tom continues to work part-time for TAS as a special research advisor to the National Taxpayer Advocate. He holds a B.A. from Gettysburg College, an M.B.A. from Harvard Business School, and an M.S. from the Massachusetts Institute of Technology.

Erich Kirchler

Professor
University of Vienna
Vienna, Austria
Erich Kirchler graduated in 1979 with degrees in psychology and human anthropology from the University of Vienna, Austria, and received his tenure (Habilitation) in psychology in 1989 from the University of Linz, Austria. Since 1992, he has been a professor of economic psychology at the Faculty of Psychology, University of Vienna, Austria. He was invited as guest professor at various European universities and was visiting scholar at the University of Illinois, Urbana-Champaign, USA, and ANU, Canberra, Australia. He received a call for C4-professorship from the University of Erlangen-Nuremberg, Germany, and a call for C4-professorship from the University of Cologne, Germany. His research focuses on money management in the household and tax behavior. Relevant publications include “Conflict and Decision Making in Close Relationships,” published by Psychology Press, UK (2001), and “The Economic Psychology of Tax Behaviour,” published by Cambridge University Press, UK (2007).
Peter Panuthos

Peter J. Panuthos

Chief Special Trial Judge
U.S. Tax Court
Washington, DC, United States
B.S., Bryant College, Providence, RI, 1966; J.D., Suffolk University Law School, Boston, MA, 1969; LL.M., Taxation, Boston University School of Law, 1972;  Trial Attorney Boston Office of Chief Counsel, IRS, 1970-83. Appointed Special Trial Judge, United States Tax Court, on June 12, 1983.  Taught Tax Procedure and substantive tax courses as an adjunct professor, at Bentley College in Boston and the Catholic University of America, Columbus School of Law. Currently teaches at David A. Clarke School of Law, University of District of Columbia and Georgetown University Law School. Received the J. Edgar Murdock Award for distinguished service to the United States Tax Court, 2012; the American Bar Association, Section of Taxation, Janet R. Spragens Pro Bono Award in 2014. Served as Chief Special Trial Judge from June 1, 1992, to the present.

Carol A. Dunahoo

Partner
Baker & McKenzie
Washington, DC
Carol Dunahoo is a partner in the Washington, D.C. office of Baker & McKenzie LLP, where she specializes in dispute resolution, policy, and compliance on transfer pricing, tax treaty, and other international tax matters.   Prior to joining Baker & McKenzie, Ms. Dunahoo served as Director, International and U.S. Competent Authority at the U.S. Internal Revenue Service, where she led international tax administration efforts and was responsible for the interpretation and application of treaties.  Earlier, Ms. Dunahoo served as U.S. Treasury Department Associate International Tax Counsel, where she negotiated treaties and worked on guidance, legislation, and litigation.   She also previously advised and represented multinational clients at a Big 4 firm in Washington and at Washington and New York law firms. Ms. Dunahoo has been named a leading advisor in Chambers USA, International Tax Review’s World Tax, Tax Controversies Leaders Guide, and World’s Leading Transfer Pricing Advisors; Euromoney’s Best of the Best USA Expert Guide (Top 30 Transfer Pricing Advisors) and Guide to World’s Leading Women in Business Law; and The Best Lawyers in America.  Ms. Dunahoo holds a J.D. from Harvard Law School and a B.A. summa cum laude from Yale College.
Nina Olson

Nina E. Olson

National Taxpayer Advocate
Internal Revenue Service
Washington, DC, United States
Nina E. Olson, National Taxpayer Advocate, leads the Taxpayer Advocate Service, an independent organization within the Internal Revenue Service. Ms. Olson is the voice of the taxpayer at the IRS and before Congress. Under her leadership, the Taxpayer Advocate Service helps taxpayers resolve problems with the IRS and addresses systemic issues affecting groups of taxpayers. Her Annual Report to Congress identifies the most serious problems facing taxpayers and recommends solutions. In 2015, Congress codified the provisions of the Taxpayer Bill of Rights for which Ms. Olson had long advocated. Ms. Olson convened the First International Conference on Taxpayer Rights in 2015 held in Washington, D.C., followed by conferences in Vienna and Amsterdam. In 2017, Ms. Olson received the American Bar Association Section of Taxation’s Distinguished Service Award and the Jules Ritholz Memorial Merit Award for outstanding dedication, achievement, and integrity in the field of civil and criminal tax controversies. Tax Analysts honored Nina Olson as one of ten outstanding women in tax from over 300 nominations in 2016. Ms. Olson is a graduate of Bryn Mawr College and North Carolina Central School of Law, and she holds a Master of Laws degree in taxation from Georgetown University Law Center.
David Brunori

David Brunori

Deputy Publisher
Tax Analysts
Washington, DC
David Brunori, deputy publisher of Tax Analysts, specializes in tax and government issues. He is also a contributing editor of State Tax Notes and author of its weekly column The Politics of State Taxation. A research professor at George Washington University’s Trachtenberg School of Public Policy and Public Administration, Brunori teaches state and local public finance and fiscal federalism. He also teaches state and local tax law at the George Washington University Law School. The author of numerous books on state and local tax policy, Brunori received the 2001 Choice Award for his book State Tax Policy: A Political Perspective. Previously, Brunori served as an appellate trial attorney with the U.S. Department of Justice Tax Division. He also served as a David C. Lincoln Fellow at the Lincoln Institute of Land Policy from 2001 to 2004. Brunori holds an MA in political science from George Washington University and a law degree from the University of Pittsburgh.

Panelists

Graeme Cooper

Graeme Cooper

Professor of Taxation Law, Faculty of Law
University of Sydney
Sydney, Australia
Graeme Cooper is Professor of Taxation Law at the University of Sydney and a consultant to Greenwoods & Herbert Smith Freehills, specialist tax advisers.  He has worked as a consultant to the Australian Taxation Office, Australian Treasury, Board of Taxation, United Nations, World Bank and the International Monetary Fund, and worked for 3 years for the OECD in Paris. He was admitted to legal practice in 1980 and practised commercial law and tax in Sydney before entering teaching. He has been a Visiting Professor at Harvard, NYU, Virginia, KU Leuven (Belgium) and Tilburg University (Netherlands) and holds degrees from the University of Sydney, University of Illinois and Columbia University.
Scott Schumacher

Scott A. Schumacher

Professor of Law and Director Graduate Tax Program in Taxation
University of Washington School of Law
Seattle, WA
Professor Schumacher is a Professor of Law at the University of Washington School of Law. He is Director of the Graduate Program in Taxation, and he also serves as the Director of the Law School’s Federal Tax Clinic. He teaches courses in taxation and White Collar Crime. Prior to joining the UW law school faculty 2001, he was an attorney with Chicoine & Hallett, P.S., in Seattle, where his practice focused on civil and criminal tax controversy and litigation. He also served as a trial attorney with the U.S. Department of Justice Tax Division and an attorney-advisor to the Hon. Arthur L. Nims, III, Chief Judge of the U.S. Tax Court.
Javier Laynez Potisek

Javier Laynez Potisek

Magistrate of Superior Chamber
Tax and Administrative Court of Mexico
Mexico City, Mexico
Mr. Laynez has dedicated his entire professional life to public service. He has drafted and negotiated the most important reforms in Mexico’s recent history, including Fiscal Reform, Energy Reform, Telecommunications Reform, Implementation of the new Adversarial Criminal System, Transparency Law, among others and has served under four administrations and has been awarded with recognitions granted by Republic of Austria and Kingdom of Spain.

Lucie Lamarre

Juge en chef adjointe/Associate Chief Justice
Cour Canadienne de l’impôt/Tax Court of Canada
Ottowa, Canada
The Honourable Lucie Lamarre: Educated at Collège Marie de France (B.Sc., 1975), Bachelor’s Degree in Law, University of Montreal (LLL., 1978) and Master’s Degree in Tax Law, University of Sherbrooke, Que., (M. Fisc., 1981). Called to the Quebec Bar, 1981. Associate lawyer, Stikeman Elliott, Montreal (1982-1983), counsel, Federal Department of Justice, Montreal (1984-1993).  Member of the Rules Committee of the Tax Court of Canada, member of the Bench and Bar Committee and member of the Judicial Council of Canada. Appointed Judge of the Tax Court of Canada on June 18, 1993. Appointed Associate Chief Justice of the Tax Court of Canada on February 5, 2015.
Judge Tamara Ashford

Honorable Tamara W. Ashford

U.S. Tax Court
Washington, DC
Judge. Born in Boston, Massachusetts. B.A., in public policy studies, Duke University (1991); J.D., Vanderbilt University Law School (1994); LL.M., Master of Laws in Taxation, with an honors certificate of specialization in international tax, University of Miami School of Law (1997). Admitted to the Bars of North Carolina; District of Columbia; United States Tax Court; United States Courts of Appeals for the District of Columbia, First, Second, Fourth, Fifth, Sixth, Ninth and Tenth Circuits; United States Supreme Court. Served as Law Clerk to the Honorable John C. Martin, North Carolina Court of Appeals (1994-1996). Practiced law as a Trial Attorney in the Appellate Section, Tax Division, United States Department of Justice (1997-2001). Practiced law as a Senior Associate, Miller & Chevalier, Chartered (2001-2004). Served as Assistant to the Commissioner (2004-2007) and U.S. Director for the Joint International Tax Shelter Information Centre/Senior Advisor to the Commissioner, Large and Mid-Size Business Division (2007-2008) in the Internal Revenue Service. Recipient of the Sheldon S. Cohen National Outstanding Support to the Office of Chief Counsel Award (2006). Practiced law as Counsel, Dewey & LeBoeuf, LLP (2008-2011). Recognized for Tax Controversy by the 2010 edition of The Legal 500. Served as Deputy Assistant Attorney General for Appellate and Review (2011-2014), Principal Deputy Assistant Attorney General and Acting Deputy Assistant Attorney General for Policy and Planning (2013-2014), and Acting Assistant Attorney General (June 2014-December 2014) in the Tax Division, United States Department of Justice. Named a 2012 Person of the Year by Tax Analysts. Appointed by President Obama as Judge, United States Tax Court, on December 19, 2014, for a term ending December 18, 2029.
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Professor Lynne Oats

Professor
University of Exeter Business School
Exeter, United Kingdom
Lynne Oats is Professor of Taxation and Accounting, University of Exeter Business School, where she teaches UK and International Tax and is also Co-Director of the Tax Administration Research Centre. She worked at the Australian Taxation Office for 10 years and has been a tax academic in Australia and the UK for nearly 30 years. Lynne plays an active role in the tax academic community and has recently been appointed as a Commissioner on the Charity Tax Commission. In addition to publishing numerous journal articles and book chapters, Lynne is Managing Editor of Journal of Tax Administration, Assistant Editor of British Tax Review, and has published widely in the accounting and taxation fields. She is co-author of Taxation Policy and Practice, Principles of International Taxation, Accounting Principles for Tax Purposes and editor of Taxation: A Fieldwork Research Handbook.

Tonia Pediaditaki

Lawyer (LLM, DEA), Regulatory Authority for Energy
Visiting lecturer, Panteion University of Political and Social Sciences
Athens, Greece
Tonia Pediaditaki has been legal counsel at the Regulatory Authority for Energy (RAE, Greece) since October 2013. Previously, she worked for the IBFD (2011-2013), practised law in Athens (2009-2011), served as legal counsel to the Greek Minister of Economy and Finance (2006-2009) and has also worked for the European Commission’s DG Taxation and Customs Union (2004-2006) and the College of Europe (2003-2004). She has studied Law in Athens and holds postgraduate degrees from the University of Paris I, Panthéon-Sorbonne (DEA de Droit Fiscal) and the Universities of Athens (LLM Public Law, Athens Law School; Diploma of Specialization in Tax Law, Athens University of Economy and Business). Most recently, she attended the Harvard Kennedy School Executive Education program on “Comparative Tax Policy and Administration”. She teaches EU Tax Law and EU Public Finance Law as Visiting Lecturer at Panteion University of Political and Social Sciences since 2004. She has also taught in France (EDHEC, 2003-2006, and Université Paris I, Panthéon-Sorbonne, 2010-2012) and on an ad hoc basis as guest lecturer at other European Universities.

Hanyana Eric Mkhawane

CEO of the Office of the Tax Ombud (Deputy Tax Ombud)
Office of the Tax Ombud
Pretoria, South Africa
Advocate Hanyana Eric Mkhawane practised as an Attorney until 1998 when he joined the South African Revenue Service (SARS) as a Manager in the legal division. He was later appointed as a Regional Manager for Enforcement from 2005 until 2010 when he was admitted as an advocate of the High Court (Johannesburg Bar).  He practised as an advocate until end of 2013 and that is when he was appointed by the Office of the Tax Ombud. His academic background includes the following: B.Proc (WITS); LLB (WITS); LLM Tax Law (WITS); HDip Company Law (WITS); HDip Labour Law (WITS). Adv Mkhawane’s areas of expertise include tax, contracts, company law, commercial law, insolvency, personal injury, insurance, labour and administrative law.    
Diana Bernal

Diana Bernal Ladrón de Guevara

Procuradora
Procuraduría de la Defensa del Contribuyente - Prodecon
Mexico City, Mexico
Diana Bernal has been appointed by Mexican Federal Congress on April 2011 as the first Procuradora de la Defensa del Contribuyente, and recently the Senators confirmed her for a second four years term. For several years Diana had also performed as a judge in different federal courts, ruling constitutional and legal tax affairs. She entered the Federal Congress as Deputy in 2003, and as a part of her duties, Diana promoted the first law specifically designed to protect taxpayers’ rights in our country. She also participated actively to pass the law which created the Procuraduría de la Defensa del Contribuyente. She is frequently invited as a speaker in different specialized topics, like tax matters and judicial interpretation.

Steve Vesperman

Deputy Commissioner, Small Business and Individuals
Australian Tax Office
Canberra, Australia
Steve Vesperman is a Deputy Commissioner in the Australian Taxation Office (ATO) with responsibility for the Small Business and Individual Taxpayers population. This leadership role covers the administration of the tax system for three key market segments; small business, individuals and employers. This role involves significant interaction across a number of government agencies; industry associations and the ATO to assist small business, individuals and employers meet their tax and superannuation obligations. He has also holds a key leadership role in developing the ‘Reinventing the ATO blueprint’, the key transformational program for the ATO. Prior to his appointment to this role, Steve was the Deputy Commissioner with responsibility for the ATO’s debt collection area.. In 2009 he was the Program Leader for the delivery of the Household Tax Bonus payments that was a key component of the Australian Government’s Household Stimulus Package. His other ATO roles include a leadership role in the Goods and Services Tax design and implementation project team, designing and deploying the first phase of the income tax return pre-filling initiative and as the General Manager for the Australian Valuation Office. He has over 40 years of public service (32 years in the ATO) and holds a Bachelor of Business (Accountancy) degree.  

Lennart Wittberg

Strategist
Swedish Tax Agency
Stockholm, Sweden
Lennart Wittberg has worked for the Swedish Tax Agency since 1988. The last ten years he has been working as a strategist at the head office with responsibility for the strategic development of the tax agency in general and compliance strategies in particular. In his work he uses findings from research and experiences from other countries. Wittberg works a lot with Organisation for Economic Co-operation and Development (OECD) and other international organizations and is co-author to several OECD reports on tax compliance. He has also supports tax administrations in developing countries. Wittberg frequently gives presentations to other government organizations on the development of the Swedish Tax Agency and how it has developed into a modern and popular agency.
Robert Goulder

Robert Goulder

Special Counsel
Tax Analysts
Arlington, Virginia, United States
Robert Goulder is tax policy counsel with Tax Analysts, serving the office of the President and Publisher. He previously served as Editor-in-Chief of Tax Analysts’ international division. He coordinated all news and commentary for their publications: Tax Notes International and Worldwide Tax Daily. Additionally, he managed their unique databases of tax treaties, transfer pricing, and FATCA content. Goulder practiced law in the Commonwealth of Virginia and the District of Columbia before joining Tax Analysts in 1999. During that time he worked at the law firms: Jones Day; Bayh Connaughton & Malone; and Campbell & Associates. He also clerked at the United States Tax Court. He holds a business degree from the University of Michigan, a law degree from George Washington University, and completed post-graduate coursework in the LL.M. tax program at Georgetown University. His comments today represent his own views, and not necessarily those of Tax Analysts.
Manuel L. Hallivis-Pelayo

Manuel L. Hallivis-Pelayo

President
Federal Tax and Administrative Court of Mexico
Peter Panuthos

Peter J. Panuthos

Chief Special Trial Judge
U.S. Tax Court
Washington, DC, United States
B.S., Bryant College, Providence, RI, 1966; J.D., Suffolk University Law School, Boston, MA, 1969; LL.M., Taxation, Boston University School of Law, 1972;  Trial Attorney Boston Office of Chief Counsel, IRS, 1970-83. Appointed Special Trial Judge, United States Tax Court, on June 12, 1983.  Taught Tax Procedure and substantive tax courses as an adjunct professor, at Bentley College in Boston and the Catholic University of America, Columbus School of Law. Currently teaches at David A. Clarke School of Law, University of District of Columbia and Georgetown University Law School. Received the J. Edgar Murdock Award for distinguished service to the United States Tax Court, 2012; the American Bar Association, Section of Taxation, Janet R. Spragens Pro Bono Award in 2014. Served as Chief Special Trial Judge from June 1, 1992, to the present.
Joakim Nergelius

Joakim Nergelius

Professor, School of Law, Psychology and Social Work
Örebro University
Örebro, Sweden
Joakim Nergelius is Professor of Law at the University of Örebro, Sweden, and Associate Professor in European and Comparative law at Abo Academy (Turku, Finland) since 2003. He took his LL.D. and was appointed Associate Professor in Constitutional Law at the University of Lund, Sweden in 1996 and has also worked as an EU civil servant at the European Court of Justice in Luxemburg and the EU Committee of Regions in Brussels. He has published extensively in Swedish and comparative constitutional law, as well as in EU law. In 2012-13, he took part in a Swedish-Austrian Project of comparative tax law, focusing on transparency within tax administrations worldwide.
Philip Baker

Philip Baker

QC
Field Court Tax Chambers
London, United Kingdom
Philip Baker is a barrister and QC practising from Field Court Tax Chambers in Gray’s Inn. He was called to the bar in 1979, began practising in 1987 and took silk in 2002. He is also a Senior Visiting Research Fellow at the Institute for Advanced Legal Studies, London University and was responsible for the MA in Taxation programme there. From September 2015 he is visiting professor in international taxation at Oxford University.

Amanda Bartmann

Attorney Advisor to the National Taxpayer Advocate
Internal Revenue Service
Washington, DC
Amanda Bartmann is an Attorney Advisor to the National Taxpayer Advocate, where she provides legal analysis and advice to the National Taxpayer Advocate and other offices within the Taxpayer Advocate Service (TAS). As the lead attorney advisor on taxpayer rights issues, she has been involved in all aspects of TAS’s work related to creating and implementing the Taxpayer Bill of Rights, including providing training and guidance for all TAS employees and drafting legislative recommendations to Congress. She has drafted numerous other articles for the National Taxpayer Advocate’s Annual Reports to Congress and was the lead on the National Taxpayer Advocate’s report to the Acting Commissioner regarding the need for the Taxpayer Bill of Rights. Ms. Bartmann also focuses on tax issues related to immigration and has spoken at multiple conferences on these topics. She has also worked extensively on issues related to Collection Due Process Hearings and the Earned Income Tax Credit. During 2012, Ms. Bartmann was detailed to the Senate Finance Committee staff where she worked on hearings and legislation covering many different tax policy and tax administration issues. Ms. Bartmann received a B.A. in English from the University of Maryland and a J.D. from the Washington College of Law, American University. While in law school, Ms. Bartmann worked as a student attorney in the Janet R. Spragens Federal Tax Law Clinic.  

Allison Christians

Associate Professor
McGill University
Montreal, Canada
Allison Christians is the H. Heward Stikeman Chair in the Law of Taxation at the McGill University Faculty of Law where she teaches and writes on national, comparative, and international tax law and policy. She focuses especially on the relationship between taxation and economic development; the role of government and non-government institutions and actors in the creation of tax policy norms; and the intersection of taxation and human rights. She has written numerous scholarly articles, essays, and book chapters, as well as editorials, columns, and articles in professional journals, addressing a broad array of topics. Recent research focuses on the role of activists in reforming disclosure rules for multinational companies; evolving international norms of tax cooperation and competition; the relationship between tax and trade; and the evolution of taxpayer rights. Professor Christians also engages on topics of tax law and policy via social media with her Tax, Society, and Culture blog and on twitter @taxpolblog.

Ali Noroozi

Inspector-General for Taxation
Australian Government
Sydney, Australia
Mr Noroozi has been the IGT since November 2008. He holds degrees in Engineering and Law, including a Masters of Law specialising in taxation. Mr Noroozi  has 25 years of experience working in taxation, including working at leading international accounting and law firms in Australia and the United Kingdom.

Les Book

Professor of Law
Villanova University School of Law
Villanova, PA, United States
Les Book is a member of the faculty at Villanova Law School, where he is a Professor of Law. In addition to his faculty appointment, Professor Book has held administrative positions as Director of Villanova's Graduate Tax Program and Director of the Law School's Low Income Taxpayer Clinic. Before he joined Villanova, he was an associate at Davis Polk & Wardwell and at Baker & McKenzie in New York and London, and he was an Assistant Clinical Professor at Quinnipiac University School of Law in Hamden, CT. A co-founder of the blog Procedurally Taxing, he is a national authority on tax procedure, tax administration and issues affecting the low income taxpayer community. Procedurally Taxing was recently identified as one of the ABA’s 100 top legal blogs.  He is the principal successor author of the treatise IRS Practice and Procedure, originally authored by his former colleague, the late Michael Saltzman. In law review articles and in other research, Book has written extensively on tax procedure, the relationship of IRS agency actions and broader principles of administrative law, the intersection of tax and poverty law, and tax compliance. Book is a past Chair of the ABA Tax Section Low Income Taxpayer Committee, recipient of the 2007 ABA Tax Section Spragens Pro Bono Award for his outstanding and sustained commitment to pro bono, and is a fellow of the American College of Tax Counsel. Professor Book received his B.A. from Franklin & Marshall College (magna cum laude), his J.D. from Stanford University School of Law, and his LL.M (Taxation) from New York University School of Law. At Stanford Law School, he was a founding editor of the Stanford Law & Policy Review, and at New York University School of Law he was a student-editor at the Tax Law Review.
T. Keith Fogg

Keith Fogg

Visiting Professor of Law and Director of Federal Tax Clinic
Legal Services Center at Harvard Law School
Boston, MA
T. Keith Fogg is a Professor of Law at Villanova Law School.  During the 2015-16 academic year, he is visiting at Harvard Law School to start and direct the tax clinic there.  He joined the Villanova Law School faculty in 2007 after working for over 30 years with the Office of Chief Counsel, IRS.   While working for the Office of Chief Counsel, IRS, he served as the District Counsel in Richmond and a Branch Chief in the National Office.  His practice with the Government focused on bankruptcy and collection issues, but he also handled numerous Tax Court cases. Professor Fogg is a past chair of the ABA Tax Section’s Pro Bono and Tax Clinic Committee and a current member of the Tax Section Council.  He edited the 5th and 6th Editions of the ABA Tax Section publication, “Effectively Representing Your Client Before the IRS” and wrote the chapters on liens and levies.  In 2007 he received the attorney of the year award from the Office of Chief Counsel, IRS and in 2015 he received the ABA Tax Section Janet Spragens Pro Bono Award.
Nina Olson

Nina E. Olson

National Taxpayer Advocate
Internal Revenue Service
Washington, DC, United States
Nina E. Olson, National Taxpayer Advocate, leads the Taxpayer Advocate Service, an independent organization within the Internal Revenue Service. Ms. Olson is the voice of the taxpayer at the IRS and before Congress. Under her leadership, the Taxpayer Advocate Service helps taxpayers resolve problems with the IRS and addresses systemic issues affecting groups of taxpayers. Her Annual Report to Congress identifies the most serious problems facing taxpayers and recommends solutions. In 2015, Congress codified the provisions of the Taxpayer Bill of Rights for which Ms. Olson had long advocated. Ms. Olson convened the First International Conference on Taxpayer Rights in 2015 held in Washington, D.C., followed by conferences in Vienna and Amsterdam. In 2017, Ms. Olson received the American Bar Association Section of Taxation’s Distinguished Service Award and the Jules Ritholz Memorial Merit Award for outstanding dedication, achievement, and integrity in the field of civil and criminal tax controversies. Tax Analysts honored Nina Olson as one of ten outstanding women in tax from over 300 nominations in 2016. Ms. Olson is a graduate of Bryn Mawr College and North Carolina Central School of Law, and she holds a Master of Laws degree in taxation from Georgetown University Law Center.

Giovanna Tieghi

Constitutional Law Young Scholar, Ph.D.
University of Padua Law School
Padova, Italy
Giovanna Tieghi is a Constitutional Law Ph.D. Scholar at the University of Padua School of Law, writing her thesis on Taxpayers’ Rights and the Constitutional Principle of Responsibility: the Roots of the Form of State in Contemporary Democratic Systems. She has previously been Researcher in Constitutional Law on the project Fiscal Policy and Rights of Freedom: the Taxpayer Bill of Rights in the USA and in Italy. Author of a research monograph Fiscalità e diritti nello stato costituzionale contemporaneo. Il contribuente partner, Jovene, Napoli, 2012, and other publications in the constitutional and administrative law field. She has been engaged in studies activities and research as Visiting Reasearcher in the United States and Visiting Auditor at the US Internal Revenue Service- Taxpayer Advocate Office (Washington DC, USA), and has been a lecturer at national and international meetings. Giovanna is currently a lawyer at Prof. Avv. M. Bertolissi Law Firm, Padua, Italy in constitutional and administrative law field.

Joseph J. Thorndike

Contributing Editor, Tax Analysts
Adjunct Professor, Northwestern School of Law
Chicago, IL
Joseph J. Thorndike is director of the Tax History Project at Tax Analysts. He is a regular columnist for Tax Notes magazine and a contributor to Forbes.com. He has also written for The New York Times, The Washington Post, The Wall Street Journal, Barron’s, Bloomberg, Time, The Huffington Post, and numerous academic journals and law reviews. Dr. Thorndike is a frequent radio and television guest, appearing on shows for Fox, CBS, NPR, and other broadcasters. Dr. Thorndike’s research explores the political economy of American taxation, with a special focus on the 20th century. He is the author of Their Fair Share: Taxing the Rich in the Age of FDR and War and Taxes (with Steven A. Bank and Kirk J. Stark). He is also the editor (with Dennis J. Ventry, Jr.) of Tax Justice: The Ongoing Debate. His current book project is Paying the Price: America’s Uneasy Tradition of Progressive Taxation. Dr. Thorndike holds a Ph.D. and M.A. from the University of Virginia, and a B.A. from Williams College.  
Duncan Bentley

Duncan Bentley

Emeritus Professor Victoria University
Melbourne, Australia
Professor Duncan Bentley is the author of Taxpayers’ Rights: Theory, Origin and Implementation, Editor and major contributor to Taxpayers’ Rights: An International Perspective and author of numerous articles on taxpayer rights and tax administration. Professor Bentley is an Emeritus Professor at Victoria University, Melbourne, Australia and Adjunct Professor at Bond University, Gold Coast, Australia. He consults to the specialist tax firm Cleary Bentley. He has previously been in senior executive roles in several Australian universities since 2000. Professor Bentley is a Fellow of the Australian Academy of Law, an Honorary Fellow of the South African Institute of Tax Practitioners and a Fellow of the Institutes of Chartered of Accountants in Australia and England and Wales. An active member of several professional bodies, including the Taxation Committee of the Law Council of Australia, he presents regularly at national and international conferences.

Alice G. Abreu

Professor of Law
Temple University Law School
Philadelphia, PA, United States
Alice G. Abreu is a Professor of Law at Temple University’s Beasley School of Law, where she teaches courses in Taxation, Corporate Taxation, Low Income Taxpayer Policy and Practice and, occasionally, International Taxation.  She is a magna cum laude graduate of both Cornell University and its Law School, where she served as an editor of the CORNELL LAW REVIEW. Before joining the Temple faculty in 1985, she clerked for Judge Edward N. Cahn (EDPA) and practiced tax law with Dechert, LLP in Philadelphia. Professor Abreu has won the Lindback Award for Distinguished Teaching, as well as the Murray Shusterman Faculty award, and has visited at a number of law schools, including Harvard, Penn, and Yale.  She has served as Vice-Chair, Publications, of the Tax Section of the ABA, as Editor-in-Chief of THE TAX LAWYER, and has been a member of its leadership Council.  She has also published numerous articles in scholarly and professional journals and is a frequent speaker at national conferences.  

Presenters

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