PRESENTERS FOR SACRAMENTO CA FEB. 23 2008

FACULTY FOR PRIOR ACADEMIES

MORGAN D. KING

THE EAGLES' NEST

CHARLES F. ROSEN
ERIC M. CASPER
BOBBY COVIC
JERRY H. SATTERBERG
ROBERT N. KOLB
MICHAEL GENDELMAN
NEIL D. DEININGER
REBA M. WINGFIELD

MARGUERITE KIRK
MARILYN GARNER
DAVID A. TILEM
JERRY SATTERBERG

Morgan King, an attorney in private practice, is the lead lecturer at the Academy for 2004. An expert in the subject of discharging taxes in bankruptcy, Mr. King has also authored practice deskbooks on Chapter 7 and Chapter 13 law and practice, and attorneys' fees and ethics in consumer bankruptcy cases.

Mr. King was the recipient of the Distinguished Service Award by the National Association of Consumer Bankruptcy Attorneys in 2003.

Mr. King speaks and lectures frequently on the specialized subject of discharging taxes in bankruptcy, and has appeared before the National Association of Consumer Bankruptcy Attorneys at their conventions annually for the last ten years, the California State Bar Educational Institute in Palm Springs, the Central District of California Bankruptcy Forum, and numerous states' bar associations (see list of speaking engagements below). In addition, he has been featured at meetings and seminars of enrolled agents, accountants and other professionals across the country. See list of speaking engagements, below. His book on this subject is used by Federal District Courts and bankruptcy judges, IRS special procedures offices, bankruptcy trustees, bankruptcy lawyers and enrolled agents.

His articles have appeared in the American Bar Journal, The San Francisco Recorder, the Journal of the National Association of Enrolled Agents, the Journal of the National Association of Chapter 13 Trustees, Norton's Annual Survey of Bankruptcy Law, Norton's Bankruptcy Law Advisor, CCH Journal of Tax Practice & Procedure, and various law reviews and other publications.

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Mr. Rosen started his distinguished 26-year career with the IRS in 1970 as a revenue officer and shortly after, in 1973, became the Chief of the Procedures & Insolvency Unit, Special Procedures Staff in Los Angeles. Thereafter, he was a Bankruptcy Advisor in Los Angeles and Laguna Niguel working on all chapters of bankruptcy; he also worked on all other non-bankruptcy aspects of tax collection including, but not limited to, lien discharge and subordination applications, review of Trust Fund Recovery Penalties for responsible persons who are in bankruptcy, civil suits by and against the government, claims for refund and for wrongful levy, resolution of open seizures and levies, etc.

Mr. Rosen is a frequent speaker before professional organizations around the country on topics related to IRS collection and taxpayers' remedies.

Rosen currently practices law with law offices of A. Lavar Taylor in Santa Ana, California.

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Formerly Senior Trial Attorney, Tax Division, U.S. Department of Justice - Washington, D.C., Mr. Casper is a founding partner of the law firm of Walker Silver, PLC, in Phoenix, Arizona. The firm specializes in all aspects of tax controversy and tax litigation matters.

Mr. Casper participated in the 2001 Bankruptcy Academy course on discharging taxes in Las Vegas and returns this year as a faculty member.

MORE ABOUT ERIC CASPER

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ROBERT N. KOLB, Esq.
Antioch, California

Robert Kolb is the prevailing attorney on appeal, representing the debtor/taxpayer in two important Ninth Circuit cases, In re Ellett* (held, in a case of violation of the discharge of state taxes, the debtor has standing under the Ex Parte Young doctrine to sue the director of the Franchise Tax Board, personally, for injunctive relief), and In re Snyder** (held, for purposes of Chapter 13, an IRS lien attaching to the debtor's ERISA retirement plan is treated as unsecured).

Bob Kolb has been practicing law since 1970. Mr. Kolb dedicated the early part of his career to the IRS and served at varying times as Chief, Office Audit Dispute Section, and Acting Chief, District Director's Conference Staff.

His private practice has emphasized litigation of civil and criminal tax disputes and controversies in the U.S. Tax Court, U.S. District Courts and Bankruptcy Courts, including discharge of tax obligations in Chapter 7 and Chapter 13.

* In re Ellett, 254 F.3d 1135 (9th Cir. 2001)
** In re Snyder, __ F.3d __ (9th Cir. 2003)

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Bobby Covic is a popular nationally recognized speaker on remedies for delinquent taxes. He has been an instructor for NATP since 1992 and was an instructor for National Tax Practice Institute (NTPI) 1998 ‚ 2003. His instructor goal is to educate tax and legal professionals in advanced techniques for representing clients before IRS. Bobby is a faculty member of the King Bankruptcy Academy. He co-authored NAEA-EF‚ Introduction to Representation and is a contributor to the 2004 editions of Nolo Press‚ Stand up to the IRS and Tax Savvy by his associate, tax attorney Fred Daily. Bobby was formerly a columnist for Deal Magazine and presently pens the popular syndicated newspaper column, EVERYTHING'S NEGOTIABLE.

Bobby Covic is the author of EVERYTHING'S NEGOTIABLE!  How to Bargain Better to Get What You Want. A FREE preview of his book is available at www.bobbycovic.com. You may also easily order this popular book from that site, or from any of the contact information below.

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Satterberg spent 26 years as a Collection Revenue Officer and Collection Group Manager with the IRS. In addition Satterberg gained valuable knowledge and experience in managing and directing the Offer in Compromise program, Employment Tax Examination Program, Field and Office audit staff examinations.

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Mr. Gendelman's  practice extends to federal, state and local taxation, with an emphasis on federal, state and local tax controversies and tax collection matters for individuals, partnerships, and corporations.  Mr. Gendelman represents taxpayers before the IRS, the California Franchise Tax Board, the California State Board of Equalization and local California taxing agencies in audit, collection, appeals and Tax Court litigation matters.

Mr. Gendelman began his career with the IRS Office of District Counsel, San Francisco, in 1978.  He soon achieved the rank of Senior Trial Attorney and was then promoted to Assistant to the Deputies Regional Counsel, Tax Litigation and General Litigation for the IRS Western Region.  Mr. Gendelman left the IRS after 6 years and spent 3 years in private practice handling tax controversy and real estate matters.  

In 1988, Mr. Gendelman joined Pacific Bell/Pacific Telesis Group to establish and lead the company's Tax Controversy Group.  Mr. Gendelman spent 13 years as Pacific Bell's Senior Tax Counsel, where he was responsible for the company's federal, state, and local legal-tax controversy cases and matters.

After the SBC/Pacific Telesis Group merger and the relocation of Pacific Bell's tax controversy work to San Antonio Texas, Mr. Gendelman headed up SBC's West Coast legal-real estate group until that function was also relocated out of California in late 2002.

Mr. Gendelman also lectures on Attorney-Client Privilege matters and issues and has presented the “The Attorney Client Privilege in Today's Corporate Tax Department Setting” before at the Tax Executives Institute Midyear Meeting in Washington D. C.

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Born in Maryland, March 6, 1956; admitted to Bar,1983, Arkansas; U.S. District Court, Eastern and Western Districts of Arkansas; 1997, U.S. Court of Appeals, 8th Circuit; U.S. Tax Court; State Supreme Court.

Education: University of Delaware (B.S., accounting, 1978); University of Arkansas at Little Rock (J.D., 1983); Certified Public Accountant, Arkansas, 1981. Member: Pulaski, Arkansas (Member, Taxation Section) Bar Association; Arkansas Society of CPAs; American Institute of Certified Public Accountants; named one of Arkansas' best tax attorneys, Arkansas Times, July 26, 2002.

Practice Areas: Tax Disputes; Tax Collection Matters; Installment Agreements; Penalty Abatement Requests; Offers in Compromise; Tax Litigation; Tax Bankruptcy.

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Born in Arkansas, December 8, 1954; admitted to Bar,1994, Arkansas and U.S. District Court, Eastern and Western Districts of Arkansas; U.S. Court of Appeals, 8th Circuit, U.S. Court of Appeals, Federal Circuit; U.S. Tax Court.

Education: University of Arkansas at Little Rock (B.B.A., 1991; J.D., 1994). Member: Pulaski County, Arkansas (Member, Section on Debtor-Creditor) and American (Member, Taxation Section) Bar Associations.

Practice Areas: Tax Collection Matters (Installment Agreements, Penalty Abatement Requests, Offers in Compromise); Tax Bankruptcy; Corporate and Business Planning; Corporate Reorganizations; Contracts; Probate

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Marguerite is an experienced attorney with more than 25 years of practice in the Fort Worth metropolitan area. Her practice is limited to the areas of small business reorganization, small business bankruptcy and tax matters. She is the author of two books, Holding on to the American Dream and 10 commandments of Small Business Success.

Ms. Kirk frequently lectures on bankruptcy law and procedure.

Board Certified in Business Bankruptcy by the American Board of Certification
Board Certified in Consumer Bankruptcy by the Texas Board of Legal Specialization
Admitted to practice before United States Tax Court.

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Marilyn is an experienced Bankruptcy professional who specializes in consumer bankruptcy, business bankruptcy, creditor's rights, workouts and business reorganization.  As founder of her own Metroplex bankruptcy law firm, Marilyn provides professional services to individuals, families, small business owners and corporations.

Marilyn draws upon a broad spectrum of financial service experience with diverse client profiles. Marilyn began her Bankruptcy career in 1987 with the Dallas law firm of Moore and Peterson, P.C. In a 1989 merger, Marilyn joined the Dallas office of Weil, Gotshal and Manges, a major national Bankruptcy law firm. In 1993 Marilyn joined the Office of the United States Bankruptcy Trustee as Senior Attorney Advisor.

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Contributing author to "Personal and Small Business Bankruptcy Practice in California" published by CEB. He is certified as a Business Bankruptcy Specialist by the American Board of Certification. He serves as Chairman, Bankruptcy Law Advisory Commission for California State Bar and helped write the examination given to attorneys seeking bankruptcy certification with the State Bar (he also grades the exams!). Mr. Tilem serves on the Board of Directors for the National Association of Consumer Bankruptcy Attorneys ("NACBA"), and is the Regional Chairman for the California Central Region of the National Association of Consumer Bankruptcy Attorneys.

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Chuck Rosen, Esq.
Eric Casper, Esq.
Bob Kolb, Esq.
Mark Segal, Esq. Las Vegas Nev.
Mac MacPherson, Esq.
Ed Perry, E.A.
Robert McKenzie, Esq. Chicago Il
Claudia Hill, E.A.
Bernie Gartland, Esq
David Tilem, Esq.
Marguerite Kirk, Esq.
Marilyn Garner, Esq.