Staff




din
/din/
verb
gerund or present participle: dinning
1. make (someone) learn or remember something by constant repetition.

U.S. TAX COURT JUDICIAL ADVISOR

The Distinguished and Honorable John F. Dean
Professor of Law
Former Special Trial Judge U.S. Tax Court
Distinguished Speaker-in-Residence Tax Law Institute

The Honorable John F. Dean sat on the bench for 20 years as Special Trial Judge (STJ) in the U.S. Tax Court. He joined the Tax Law Institute upon his retirement. He serves as Distinguished Speaker-in-Residence for non-attorney admissions and U.S. Tax Court trial practice. Judge Dean will be the Judicial Speaker at the live Judicial Bar Review for non-attorneys in Fall 2020 at the Georgetown University Hotel & Conference Center. He is admitted to practice in numerous jurisdictions, including the Supreme Court of the United States and the U.S. Tax Court. Judge Dean received his graduate legal education at Georgetown Law Center, where he earned the M. Law Taxation. He earned his J.D. at Catholic University Law School. He currently serves as Professor of Law in Washington DC.

CERTIFIED U.S. TAX COURT LITIGATOR

L.B. Carpenter
United States Tax Court Practitioner
CPA Member of the Bar U.S. Tax Court
CPA Federal Tax Practice
Practitioner Lecturer-in-Residence at the Tax Law Institute

L.B. Carpenter has been in Federal Tax Practice as CPA (Florida) for over 20 years. He is a Certified Financial Planner. He joined the Tax Law Institute after he completed non-attorney admissions and apprenticeship programs. He earned the Judicial Certificate of Merit in 2017. He is admitted to practice in U.S. Tax Court, and is certified as US Tax Court Litigator by the Tax Law Institute. He lectured in non-attorney admissions in 2017 and 2018. Aside from his work in accountancy, he provides federal tax litigation support to attorneys and is often called upon to express his knowledge of the IRC and U.S. Tax Court published opinions. Consequently, numerous attorneys rely upon him to serve as "expert witness." Counsel Carpenter will be contributing speaker to the Judicial Bar Review during Fall 2020. He practices in his offices located in Coral Cables, FL. He was trained and degreed in accounting at the University of Miami.    

NAEA NATIONAL TAX PRACTICE FELLOW

James H. Chapman
IRS Special Enrolled Agent
National Tax Practice Fellow at the National Tax Practice Institute
Practitioner Lecturer Emeritus at the Tax Law Institute

Mr. Chapman has been approved to practice as an IRS Special Enrolled Agent for almost 15 years. He joined the Tax Law Institute in 2008 to participate in the non-attorney admissions program, after which he joined the Teaching Faculty as lecturer-in-residence (Federal Tax). He remained with TLI for 10 years and retired from lecturing in 2018. He is an expert in Federal tax accountancy. Mr. Chapman served as TLI Federal Tax Representative to the 2014 Judicial Conference of the U.S. Tax Court held at Duke University Law School. He holds the MPA and MA degree from Webster College. Mr. Chapman is presently preparing to retire from tax practice. He is the owner-manager of Advanced Tax Solutions, Inc., situated in Winchester VA.

U.S. TAX COURT TRIAL ATTORNEY

Richard C. Cunha
Attorney Member of the Bar U.S. Tax Court
Admitted to the Bar in Commonwealth of Massachusetts
General Counsel to the Tax Law Institute

Richard C. Cunha has been in practice as an attorney for over 25 years. He joined the Tax Law Institute in 2012 to study U.S. Tax Court trial practice and procedure. Afterwards, he contributed to legal ethics tutorials as a guest speaker in 2014. He became an admissions' sponsor of non-attorney bar applicants in 2014. Mr. Cunha specializes in representing employees who disclose [whistle blowing] underpayments and fraud of funds in violation of the internal revenue laws. He relies upon TLI to get comprehensive answers to tough tax questions. He also assist in litigation matters during complex cases. Mr. Cunha received his legal education at the New England School of Law. He is an alumnus of Amherst. He practices in his offices in Swansea, MA.

FEDERAL TAX SCHOLAR

Joni Larson
Visiting Professor of Law in Tax Evidence at the Tax Law Institute
Attorney Member of the Bar U.S. Tax Court
Admitted to the Bar State of Indiana
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Professor Larson taught the Partnership Taxation, Income Taxation, and Tax Research and Argument courses in the graduate Tax (LL.M.) program at Cooley Law School. She also taught the Taxation, Wills, Estates and Trusts, and Business Organizations courses in the J.D. program. She holds numerous publishing credits in these fields. Professor Larson joined with the Tax Law Institute to serve as panelist (Judicial Bar Review) and will discuss her works, take questions and hold discussions helpful to 2020 non-attorney applicants to the Tax Court Bar. Her most notable writing, A Practitioner's Guide to Tax Evidence: A Primer on the Federal Rules of Evidence As Applied by the Tax Court, is a must-read for anyone preparing for trial before the U.S. Tax Court.Professor Joni Larson earned a J.D. from the University of Montana and an LL.M. in Taxation from the University of Florida. She clerked for the Honorable Judge Irene Scott of the United States Tax Court, and then joined the Office of Chief Counsel as a tax litigator in the Austin, Texas, District Counsel Office. She left government service to enter private practice, but eventually returned to government work. She spent several years with the Passthroughs and Special Industries Branch of the Field Service Division of the National Office and, after the reorganization, worked in the Small Business/Self-Employed Division.

CERTIFIED U.S. TAX COURT LITIGATOR

Charles Read
United States Tax Court Practitioner
CPA Member of the Bar U.S. Tax Court
Member of the IRS Advisory Council
CPA Federal Tax Practice
Practitioner Guest Lecturer at the Tax Law Institute

Charles Read has been in Federal Tax Practice as a CPA (Texas) for over 20 years. He joined the Tax Law Institute as a contributing lecturer in 2015, after he completed non-attorney admissions and apprenticeship programs. He received the Judicial Certificate of Merit in 2015. Counsel Read guest lectured in non-attorney admissions in 2016 and 2018. He was appointed to the IRS Advisory Council in 2018, where he presently serves as small business wage and investment advisor. He is the IRS Advisory Council's only sitting non-attorney admitted to practice in the U.S. Tax Court. He holds an MBA degree and is an accounting author with publishing credits. He maintains a day-job as President and CEO of a self-owned custom payroll company in Texas, with customers throughout the United States.  Mr. Read was educated and twice degreed in accounting and finance (MBA/BBA) at the University of Northern Texas.

FEDERAL TAX SCHOLAR

Eugene Smith Ph.D
Visiting Professor of Federal Taxation at the Tax Law Institute
Certified Public Accountant
Former U.S. Treasury Department Special Agent (Anti-Money Laundering)
Former IRS Revenue Agent

Eugene Smith is Visiting Professor of Federal Taxation at the Tax Law Institute. He joined with TLI to help administer the Judicial Bar Review for non-attorneys at the Georgetown University Hotel & Conference Center, during Fall 2020. He will also advise the TLI affiliate, US Tax Court Litigators.org, in matters related to IRS controversies and U.S. Tax Court litigation and settlement. He served as Adjunct Professor of Federal Taxation at St. John's University in New York and Assistant Professor of Federal Taxation at Fairleigh Dickinson University in New Jersey. Professor Smith served previously as both an U.S. Treasury Department Special Agent (Anti-Money Laundering) and IRS Revenue Agent. He is a specialist (Ph.D) in regards to matters pertaining to the Bank Secrecy Act. The Bank Secrecy Act (BSA), also known as the Currency and Foreign Transactions Reporting Act, is legislation passed by the United States Congress in 1970 that requires U.S. financial institutions to collaborate with the U.S. government in cases of suspected money laundering and fraud. He practices in his offices, Eugene Smith Associates, Inc., situated on Long Island, New York.

MASTER TUTOR

Janean Kong
IRS Special Enrolled Agent
State of Hawaii Certified Tax Master
Practitioner Teaching Assistant at the Tax Law Institute

Janean Kong has been approved to practice as IRS Special Enrolled Agent for 10 years. Ms. Kong is certified in pretrial tax litigation by the Tax Law Institute. She joined the US Tax Court Litigators.org, the TLI affiliate, as Research Associate in 2018 to support practitioners who handle small and regular cases in U.S. Tax Court. In addition to those responsibilities, she will serve as teaching assistant in non-attorney admissions where she'll provide tutorial services to bar applicants. She holds State of Hawaii certifications as Tax Strategist and Tax Coach. She earned a Graduate Professional Accounting Certificate from the University of Hawaii. Ms. Kong is the Founder and CEO of her own tax preparation and coaching firm, Smart Tax & Business Solutions, situated in Honolulu, Hawaii. 

ADMINISTRATOR

Michael Stuart
Professor Emeritus Law
Dean Emeritus Academia
Lecturer-in-Residence at the Tax Law Institute
IRS Approved CE Provider
  • Federal Tax Law
  • U.S. Tax Court Admissions & Trial Practice
Author: Non-attorney's Guide to Admission and Practice in U.S. Tax Court

Michael Stuart organized the Judicial Bar Review for non-attorneys. His background is in international relations, and in American and Islamic law (Shari'ah). He holds a master's degree in international relations, awarded by the Kennedy School at Harvard. His attendance was certified in Mandarin Chinese (Level 1), the "life-long learning program" organized by the East Asian Language Programs at Harvard. His work history includes 20 years on Wall Street, while active as an owner-member of the Real Estate Board of the City of New York. He assisted the Trilateral Commission and worked at the HIFIP, Center for Middle Eastern Studies at Harvard. He was appointed visiting lecturer in Islamic banking at Southern New England School of Law [now University of Massachusetts School of Law Dartmouth]. He held a full professorship and taught Islamic banking and finance laws at the Islamic Law Institute of The British American School of Law [in partnership with University of Cambridge Summer Programme in Tort and English Common Law]. He received his law degrees from there as well. He holds the D. Law, cum laude, and B.Sc. Law, cum laude. He is an alumnus of Yale. As law professor, and sometimes litigant, he argued successfully at trial, pro se, and in other proceedings in United States District Courts for the Second Circuit. He sat with a domestic policy advisory committee in the Eisenhower Executive Office Building, and wrote a tax policy position paper for the president. After which he was appointed as visiting scholar (public policy) at Yale Law School. He volunteered as Federal tax workout liaison between the IRS and the Bankruptcy Unit of the Consumer Division at the Legal Aid Society. He volunteers presently, through American Corporate Partners, as a continuing education and career adviser to U.S. Army returning veterans.


GUARANTEE

"If you prepare with us and do not pass the 2020 Non-attorney Exam then you may repeat the Program, at no charge, during the 2022 Testing Cycle; however, you must pay for your own meals and accommodations where applicable."

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