Income Tax Seminar Presenters

Our income tax seminar presenters are accounting and tax experts with practical tax experience. Each seminar presenter maintains high level current tax development knowledge and uses it to help participants prepare for tax return season. Attendees will usually see two seminar presenters per day.

“Wonderful seminar. You make taxes understandable and deliver them with a sense of humor.”
(Tax Preparer – Chicago, Illinois)

 

 

Larry Johnson, CPA

Larry, former tax manager in a “Top 100” CPA firm, currently provides professional services for a non-profit organization. His extensive experience includes tax preparation, tax planning, IRS representation, and estate planning for clients who range from the modest to the very wealthy and who have been involved in all sorts of businesses including manufacturing, farming, and services. Larry, who holds a Master of Science in Taxation, speaks regularly about taxes to a variety of audiences. His relaxed, “let’s talk about it” approach is perfect for presenting the tax topics and updates we cover at our Basics & Beyond, Inc. income tax seminars.

Sheldon Clark, CPA, CIA

Sheldon Clark is a certified public accountant and certified internal auditor. He began his career with one of the large international CPA firms and then moved on to a regional CPA firm. Following that, Sheldon worked in industry for a few years prior to starting his own CPA firm in 1975. Sheldon’s experience also includes many years of collegiate teaching. A frequent national and local speaker on taxation, accounting, auditing, practice management, and various other topics, Sheldon brings attendees his warm sense of humor and a special love for helping tax professionals navigate through the maze of law, cases, and regulations we face every day.

Paul F. Schafer, CPA, CFP

Paul, a CPA with the Springfield, Illinois certified public accounting firm of Eck, Schafer & Punke, LLP, works with clients of all sizes. Paul’s practice includes tax planning and consulting services for closely held corporations and their shareholders, estate planning, divorce litigation support, and client representation before the Internal Revenue Service. A seminar presenter at numerous continuing education programs, he is known for his ability to convert highly technical material into easily understood concepts. Paul believes the enthusiastic response he gets from audiences is because he is the father of four children, including two teenagers, and “as a result I thoroughly enjoy the novelty of speaking to someone actually willing to listen.”

Jack I. Young, EA

Jack is an enrolled agent with nearly 35 years of tax experience, including nine years as an income tax auditor with the Iowa Department of Revenue. He is currently the owner of a tax and small business consulting firm in Iowa City, Iowa. Jack deals with hundreds of income tax returns annually, serving a broad range of clients. His depth of experience and interactive approach to teaching makes even the most complicated tax matters understandable and enjoyable.

 

Kristy Maitre, EA

Currently a tax specialist at Iowa State University ‘s Center for Agricultural Law and Taxation, Kristy brings a unique combination of experience and perspective to our speaker corps. Her twenty-seven years of experience at the IRS, including twelve years as the IRS’s Iowa tax practitioner “go to” person and seven years as an IRS Revenue Agent, give us an experienced speaker who really knows how to handle the IRS bureaucracy. During Kristy’s many presentations to tax practitioners, she regularly demonstrates her special ability to show practitioners how to minimize client tax liability and avoid practitioner compliance problems with the IRS. You’ll enjoy Kristy’s seminar presentation style, she really knows how to explain tax law.

Allan J. “A.J.” Reynolds, EA

A.J. is an enrolled agent (EA). He has immense experience in various areas of taxation, which encompasses over 28 years.  His practice centers on Individual, Business and Estate Tax preparation. In addition, A.J. specializes in IRS Audits, Appeals, Collections, Innocent Spouse, Independent Contractor vs. Employee Issues and Civil Tax Fraud Representations.  His clientele ranges from the average worker to fortune 500 executives. A.J. brings his everyday “in the trenches” experience to the seminars to assist attendees with real issues facing tax professionals.  A.J. also speaks for Iowa State’s Center for Agricultural Law & Taxation Annual Federal Income Tax Schools. He is a member of the National Association and Iowa Society of Enrolled Agents and a member of the National Association of Tax Professionals.  A.J. started his tax career with a National CPA firm in San Diego, CA after proudly serving five years in the United States Navy. Outside his tax practice, he is a member of the Diocese of Sioux City Priests’ Pension & Welfare Board and the Investment Advisory Board for the Diocese. When not working, his time is spent in various activities with his wife and their two children.


The seminar presenters on this page are currently expected to lead our income tax seminars this year. Each year we provide our presenters with special Basics & Beyond training so that all attendees will have a positive experience. To keep this promise, Basics & Beyond, Inc. reserves the right to reassign presenters or use qualified and trained seminar presenters not presently listed on this page should the need arise.

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