Speakers

Bill Abel

Experienced Senior Tax Associate at Sensiba San Filippo LLP

With several years of accounting experience, Experienced Senior Tax Associate, Bill Abel, has immense experience in tax preparation and planning for both individuals and corporations. Bill works extensively with a wide variety of clients, specializing in working with technology companies, closely-held businesses, and individuals. Additionally, ...
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Vivienne Antal

Senior Stakeholder Liaison at Internal Revenue Service


Roger Burggrabe

Senior Manager at Moss Adams

Roger has practiced public accounting since 2004. He specializes in tax solutions with cost segregation studies, repair and maintenance cost reviews, and tangible property regulations consulting. He also provides assistance with accounting method changes, energy credits and incentives, fixed asset management, and tax depreciation research. ...
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Joel Busch

Assistant Professor at San Jose State University

Joel Busch, CPA, Esq., is an assistant professor at San Jose State University where he teaches tax courses focusing on business entities at the graduate and undergraduate levels. Joel currently serves on the Committee on Taxation for the California Society of Certified Public Accountants and ...
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Rico J. Delodovici

Owner at Tax and Business Consulting

Rico has been practicing as an Enrolled Agent for more than 20 years. He is a Past President of the Golden Gate Society of Enrolled Agents, and was elected to the Golden Gate Society’s Hall of Fame in 2016. Rico has sat on the Board ...
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Claudia Hill

CEO, EA at Tax Mam, Inc.

Claudia Hill, EA, MBA, President, Tax Mam, Inc., Cupertino, CA Claudia Hill is an Enrolled Agent, nationally recognized tax professional and frequent lecturer on taxation of individuals, tax planning and representation before IRS. She is Editor in Chief of the WoltersKluwer (CCH) Journal of Tax ...
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Gerry Kelly-Brenner

Senior Stakeholder Liaison at IRS

Gerry Kelly-Brenner represents the IRS at educational and taxpayer outreach events working with tax professionals, payroll providers, industry and trade associations, small business owners, as well as in conjunction with other Federal, State and local government agencies. Kelly-Brenner has been employed with the IRS since ...
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Gary McBride

Professor Emeritus at California State University, East Bay

Gary R. McBride C.P.A., J.D., LL.M. Professor emeritus at California State University, East Bay. A principal in Summit Accountancy Group, Inc. Licensed attorney and certified public accountant. Formerly worked for IRS Criminal Investigation as a special agent and National Office technical advisor. Author and presenter ...
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Annette Nellen

Professor at SJSU

Annette Nellen, CPA, CGMA, Esq., is a professor in and director of San José State University's graduate tax program (MST), teaching courses in tax research, accounting methods, property transactions, employment tax, ethics, leadership, and tax policy. Annette chairs the AICPA Tax Executive Committee and serves ...
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Mark O'Connell

Managing Director at KPMG


P. Evan Stephens

Senior Tax Manager at Sensiba San Filippo LLP

With a decade of tax experience, Senior Tax Manager, Evan Stephens, specializes in tax planning, compliance, and tax consulting. He works extensively with clients in software, high-tech, retail, and real estate. He is an expert in tax planning for high-net worth individuals, and C corp ...
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Steven L. Walker

Tax Lawyer at Law Offices of Steven L. Walker, PLC

Steven L. Walker advises clients on tax controversies and litigation with the Internal Revenue Service (IRS), Franchise Tax Board (FTB), and state and local taxing agencies. He also handles business tax issues. Steven is an adjunct professor at the University of San Francisco School of ...
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