Faculty/Staff






TEACHING FACULTY
Members of the Bar United States Tax Court


Distinguished Judicial Educator
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Professor of Law

Judicial Speaker in Residence
at the Tax Law Institute

Admitted to Practice
Supreme Court of the United States

Fmr. Special Trial Judge
U.S. Tax Court

The Distinguished and 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 Judicial Speaker in Residence for nonattorney admissions and U.S. Tax Court trial practice. Judge Dean leads the discussions in the Tax Court Bar Review for nonattorneys. He is admitted to practice in numerous jurisdictions, including the Supreme Court of the United States and the U.S. Tax Court. He has been in legal practiced since 1975. 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.




Lecturer in Residence
at the Tax Law Institute

United States Tax Court Practitioner
Admitted to the Bar U.S. Tax Court

Certified Financial Planner®

L.B. Carpenter has been in Federal Tax Practice as a CPA (Florida) for almost 30 years. He is a Certified Financial Planner. He joined the Tax Law Institute as Lecturer after he completed the nonattorney admissions and tax litigation programs. He earned the Judicial Certificate of Merit in 2017. He is admitted to practice in U.S. Tax Court as a United States Tax Court Practitioner and Tax Litigation Counsel. He is certified as a U.S. 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". L.B. Carpenter is a contributing speaker to the Tax Court Bar Review. He practices in his offices located in Coral Cables, FL. He was trained and degreed with B.S. in accounting at the University of Miami.    


Tax Litigation Counsel

IRC & Tax Evidence Scholar
_______________________________

Distinguished Author in Residence
at the Tax Law Institute

Admitted to the Bar U.S. Tax Court
Admitted to the Bar State of Indiana

Fmr. Tax Litigator
IRS Office of Chief Counsel

Fmr. Judicial Law Clerk
U.S. Tax Court 

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 present the Tax Court Bar Review where she takes questions and assists nonattorney applicants to the Tax Court Bar. Her most notable publication, 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 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.



Tax Litigation Counsel

Small-Mid-sized Business Tax
Planning Program Coordinator
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United States Tax Court Practitioner
Admitted to the Bar U.S. Tax Court

Certified Pre-trial Tax
Litigation Specialist 

Fmr. Small Business Wage & Investment
Adviser to and Member of IRS Advisory Council

Charle Read has 50 years of financial leadership experience in a broad range of industries. He is a licensed Certified Public Accountant (CPA), United States Tax Court Practitioner (USTCP). He is a Certified U.S. Tax Court Litigator approved to practice by the Tax Law Institute in U.S. Tax Court, where he is recognized as Tax Litigation Counsel. He coordinates the Small-Mid-sized Business Tax Planning Program. His background stretches across accounting, tax, manufacturing, construction, information technology, marketing, transportation, logistics, human resources, wholesale distribution, insurance, credit, and more. He has held Series 7 and 66 Securities licenses. Charles 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 the nonattorney 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 served as small business wage and investment advisor. He was the IRS Advisory Council's only sitting nonattorney 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. 


SUPPORT STAFF
IRS Office of Professional Responsibility


IRC Scholar

Forensic Accountant
_________________________________

Visiting Professor of Federal Taxation
at the Tax Law Institute

Currency & Foreign Transactions Scholar

U.S. Treasury Department
Fmr. Special Agent
Fmr. IRS Revenue Agent

    Eugene Smith is Visiting Professor of Federal Taxation at the Tax Law Institute. He joined with TLI to help administer the Tax Court Bar Exam Review for nonattorneys. 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.



    IRC Scholar

    Professional Practice
    Program Coordinator
    ________________________________

    IRS Special Enrolled Agent

    Certified Pre-trial Tax
    Litigation Specialist 

    National Tax Practice Fellow

    Mr. Chapman has been approved to practice as an IRS Special Enrolled Agent and NTPI Fellow for almost 15 years. He joined the Tax Law Institute in 2008 to participate in the nonattorney admissions program, after which he joined the Teaching Faculty as lecturer in residence (Federal Tax). He lectured in the nonattorney admissions program for 10 years. During his tenure he established the the program certification in pre-trial tax itigation. He is an expert in Federal tax accountancy. Mr. Chapman served as a TLI 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 just recently retired from tax practice. Howerver, he continues to hold his ownership of Advanced Tax Solutions Inc., a return preparation and audit practice situated in Winchester VA. He was recently designated as Tax Accountant for TLI and coordinator of the Professional Practice Program.



    Teaching Assistant
    ______________________________


    Certified State of Hawaii Tax Strategist

    Certified Master Tax Tutor

    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 U.S. 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 serves as Master Tutor in nonattorney admissions where she provides 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.



    Interim Director of Tutorial Services
    2021 Tax Court Bar Review
    _______________________________

    IRS Special Enrolled Agent

    Adjunct Professor of Accounting

    Rod Monger has been named as interim director of tutorial services at TLI and e-program development coordinator. He is presently preparing himself to sit for the 2021 U.S. Tax Court nonattorney examination. He is a tax professional and IRS Special Enrolled Agent licensed to represent clients before the Internal Revenue Service. He is also adjunct professor of accounting at St. Mary’s University in San Antonio, Texas. He has taught accounting, taxation, and finance at universities in New York, Boston, and Texas, and overseas in China, United Arab Emirates, Iraq, and Afghanistan, where he chaired the business department. He has published two books. He also has industry experience as Vice President of Consulting for a New York-based think tank and with Exxon Corporation, and entrepreneurial experience in consulting, education, financial services, and real estate. He has served on several boards including chair of Afghanistan International School, which he founded, and a regulated financial investment firm formerly based in Dubai. His doctorate in accounting, MBA, and B.S. economics degrees are from the University of Houston.


    INTERNATIONAL PRECEPTOR


    Intl. Mergers, Acquisitions
    & Joint Ventures Specialist
    _______________________________

    Fmr. Real Estate Investment Fund Mgr.

    Daniel Ng was named the 2020 International Perceptor and Lecturer in International Business Law and Finance at the Tax Law Institute. He is a specialist in global investments and finance. He recently joined in the research to study the impact of the U.S. internal revenue code upon investment and financing decisions among taxpayers entered into or divesting a merger, acquisition or joint venture. He is an honor's graduate of the Wharton School of Finance of the University of Pennsylvania. He entered the British-American Law School program in English Common Law in partnership with the University of Cambridge. He earned the Doctor of Law (J.D.) with honors. He holds an LL.M. from the Golden Gate University School of Law with a certification in trial advocacy. Daniel will help moderate the "Practice Area" courses in, "Real Estate Taxation", "Taxation of International Transactions" and "U.S. Taxation of Mergers, Acquisitions & Joint Ventures".


    PROGRAM DIRECTOR


    of Continuing Professional Education
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    Teaching Specialist in U.S. Tax Court Litigation

    Michael Stuart coordinates IRS approved training programs for FATPs who require judicial approval to engage in U.S. Tax Court trial practice and litigation. He is a former adviser to the White House on tax policy, past visiting scholar of public policy (taxation) appointee at Yale Law School, and former special consultant to Harvard University. His most recent writing is the soon-to-publish pocketbook entitled, Nonattorney's Guide to Admission and Practice in U.S. Tax Court. From 2014 to 2018 he chaired the teaching faculty and coordinated the educational collaborative of the Tax Law Institute and University of Alabama School of Law Graduate Tax Program. His public service endeavor with the Consumer Bankruptcy Unit of the Legal Aid Society included negotiated workouts with the IRS for indigent clients. He earned his Doctor of Law (J.D.), cum laude in the British-American Law program in English Common Law in partnership with the University of Cambridge and was appointed professor of law and academic dean of the Anglo-American program. He received an appointment as visiting lecturer at the Southern New England School of Law rechartered University of Massachusetts Law School. He was trained in international business relations at the Fletcher School of Law and Diplomacy and earned a master's in international relations from Harvard and a B.A. magna cum laude from Fordham. He is an alumnus of the Yale School of Architecture.

    Extended Office Hours
    Mon - Sat: 09:00 AM - 07:00 PM