OUR INSTRUCTORS

  • Dr. Bart Basi

     
    Dr. Basi is a specialist in the areas of business succession, business valuation, mergers and acquisitions, retirement and estate planning, strategic planning, and tax aspects of business decisions for closely held and family businesses. He speaks nationwide, writes, and researches on all of these areas. He has written five books, over 300 articles, and has worked with hundreds of businesses and associations. Journals that have published Dr. Basi’s work include Money Matters, The American Journal of Small Business, the Journal of Family Law, The Journal of Estate Planning, The Tax Lawyer, Small Business Taxation, Taxation for Individuals, Taxation for Accountants, Taxation for Lawyers, The CPA Journal and The Tax Executive. Bart instructs our six hour AFTR program our four hour 1040 and Critical Forms and Schedule as well as our 2 hour Ethics program.
  • Roman Basi

     
    Roman practices in the areas of business succession, mergers and acquisitions, retirement and estate planning, real estate, corporation structures. As well tax aspects of business decisions for closely held and family business, trademark applications, trademark oppositions, patent applications. He has also written a workbook on Secured Transactions and Series Limited Liability Companies, in addition to many articles, and has worked with numerous businesses and associations. Roman has been published in the following publications: Illinois State Bar Association Section on Federal Taxation, Productivity, Agency Sales, Industrial Distribution, Supply House Times, Distributor Link and the I.D.A. Management Journal. Roman instructs our six hour AFTR program our four hour 1040 and Critical Forms and Schedule.
  • Mark J. Kohler

     
    Mark is a bestselling author; national speaker; radio show host; writer and video personality for Entrepreneur.com. As well as a real estate investor; senior partner in the law firm, Kyler, Kohler, Ostermiller & Soensen, and the accounting firm of Kohler & Eyre, CPAs. Mark is a personal and small business tax and legal expert, who helps clients build and protect wealth through wealth management strategies, and business and tax remedies often overlook in this challenging, ever-changing economic climate. His seminars have helped tens of thousands of individuals and small business owners navigate the maze of legal, regulatory and financial laws to greater success and wealth. Mark instructs our six hour Client Consult, How to Strategize, Plus Real Estate Tax Strategies, Healthcare and More program.
  • Tanya R. Baber

     
    Tanya is a nationally recognized tax professional and frequent speaker on a variety of tax topics and representation. She has been an Enrolled Agent with the IRS since 2006 and received her Bachelor’s degree in Public Accounting and Business Administration from Colorado Mesa University. Tanya founded Tax Edge, an accounting, tax, and representation firm in her hometown of Grand Junction, CO and has been practicing over 27 years now, giving her a wide range of knowledge and experience to draw from. She helps guide clients across the US and even a few internationally in the areas of accounting and payroll, personal, business, and non-profit tax preparation, planning, consulting and representation as well as solving their complex tax problems. Tanya is a CTRS – Certified Tax Resolution Specialist, a NTPI Fellow, and is a member in good standing of the National Association of Enrolled Agents (NAEA), National Society of Accountants (NSA), The American Society of Tax Problem Solvers (ASTPS), the National Society of Tax Professionals (NSTP), and the National Association of Tax Professionals (NATP). She also serves on the board of directors for a variety of local and national non-profits and volunteers with Search and Rescue in Mesa County to give back to her community. Ms. Baber enjoys teaching advanced level classes to CPA’s, Enrolled Agents, Accountants, and other individuals seeking continuing education credits. She also consults with many accountants on their own resolution cases and provides solutions for their client’s tax and representation difficulties.
  • Ron Trucks

     
    Over 25 years ago, after building his experience in the hospitality industry and working with many business start-ups, Ron Trucks founded his privately owned firm guiding and coaching small businesses and non-profit organizations in a wide variety of fields and industries both in his home town of St. Louis, MO and across the country. In addition to his professional work in small-business support, Ron has also been an Business Management adjunct instructor at Jefferson College in Hillsboro, MO for over 10 years. Over those two decades of both teaching and coaching small businesses and non-profit organizations, Ron has served on various boards and in many volunteer positions including the Board of Directors of a $300 million dollar credit union, developing leadership skills with members of national fraternities and sororities, and working with troubled youth dealing with identity and self-confidence issues.
  • Dave Hall

     
    Dave Hall graduated from Southern Utah University in 1994 with his Master’s in Accounting. Over the last 25 years, Dave has helped thousands of Americans limit their exposure to federal, state and local taxes. He has done this by using little known tax and investment strategies many other advisors overlook.
  • Loren Fogelman

     
    Loren Fogelman is a keynote speaker and one of America’s top-ranked business coaches. From 2018 to 2020, she continues to be recognized by HubSpot in its annual list of the world’s top 22 business coaches. She delivers talks and workshops across the United States at major conferences such as Inbound, one of the world’s most esteemed content marketing events for entrepreneurs, as well as many niche accounting conferences. Loren is an expert in pricing strategy and sales for accounting professionals.
  • Alan Gassman

     
    Mr. Gassman speaks at many tax conferences, national programs, and national and local webinars, including Bloomberg BNA Tax and Accounting, the Notre Dame Tax and Estate Planning Institute, and at many other conferences and webinars.
  • Harry Gutman

     
    As Joint Committee Chief of Staff from 1991 through 1993, Hank was the nonpartisan primary adviser to the House Ways and Means and Senate Finance Committees concerning the technical, economic, and revenue aspects of tax legislation. Hank also served as Deputy Tax Legislative Counsel in the Treasury Department Office of Tax Policy, where he received the Treasury Exceptional Service Award. He was a Professor of Law at the University of Pennsylvania Law School and Associate Professor of Law at the University of Virginia Law School (1980-1989). He was the Principal in Charge of KPMG’s Tax Legislative and Regulatory Service Group from 1999 to 2015 and has been a partner in several law firms.
  • Joe Woodard

     
    As an author, consultant, business coach, and national speaker, Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. Joe is the host of Woodard Institute, Woodard Alliance and one of the world's leading training conferences for small business advisors called Scaling New Heights(R). In 2012 and 2014-2020 Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession. Joe regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the CEO of Woodard Events, LLC which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry.
  • Monica Haven

     
    Monica Haven is an enrolled agent with J.D. and LL.M. degrees in law and taxation. She is a nationally recognized speaker and a sought-after guest lecturer on college campuses and at community organizations. She loves to teach and welcomes every opportunity to share her experience and expertise in the classroom, even as she maintains her Southern California tax practice which serves clients throughout the world. Monica’s students have said she’s a “fantastic speaker” who can take “hard subjects and put them into concepts that are easy to understand.” She is “clear, articulate and expressive” and “has energy down to the last minute of the last class of the last day.” For additional information and published articles, head for Monica’s website at www.mhaven.net.
  • Douglas Stives

     
    Douglas received a Bachelor's Degree in Accounting and an MBA from Lehigh University. He started his accounting career with Price Waterhouse and joined Curchin & Company in 1970. Stives is currently head of the Tax Department at Curchin & Company, one of the largest CPA firms in Central Jersey with a 27 member staff.
    Stives is currently Chairman of the Tax Publications Task Force and a member of the Small Business Taxation Committee of the American Institute of CPAs. He is a frequent lecturer for several New Jersey organizations and serves as an instructor for various courses offered by the New Jersey Society of CPAs and the American Institute of CPAs. He has appeared on national and local television, including CNN, CNBC, PBS and all three major networks. Stives is quoted frequently in national publications, including The New York Times, The Wall Street Journal, Forbes, Fortune and USA Today. In 1989-90 he was President of the 13,000 member New Jersey Society of CPAs. In 1993 Stives was a member of Governor Whitman's Transition Team.