SHERRILL L. (GREGORY) TROVATO, MBA, MST, EA, USTCP developed and began teaching Preparing to Practice before the US Tax Court after passing the Tax Court exam on her first attempt in 2000. She is proud that 79.5% of those successful over the past eight exam cycles (2002-2016), attended her full exam cycle class series, purchased her materials, or took her review session immediately before the exam.
She received her BA (Business Administration, Accounting), MBA (Finance), and MS (Taxation) degrees, all from California State University (Fullerton) between 1988 and 1993. She passed the SEE on her first attempt in 1991, became an enrolled agent in 1992, a Fellow of NTPI (National Tax Practice Institute) in 2000. and passed the 2000 Tax Court exam on her first attempt and was admitted as a nonattorney practitioner in 2001.
She has been a regular instructor for the National Association of Enrolled Agents (NAEA) at its prestigious National Tax Practice Institute (NTPI) since 2002, and also frequently speaks at various NAEA state affiliates and for other organizations. In addition to radio and TV appearances and interviews, Sherrill has written articles, including those about the Tax Court exam process for CCH’s Journal of Tax Practice and Procedure (June/July 2003) and NAEA’s EAJournal (May/June 2007, available on this web site). Articles on other topics have been published in the EAJournal, including “Introduction to Tax Court” that appears in the July/August 2013 issue.
Sherrill served on the NAEA Board of Directors from 2005-2013, and was NAEA’s president in 2011-2012. In 2004, she received the prestigious NAEA-EF Excellence in Education award and received NAEA’s Mentor of the Year award in 2011. In 2013, she was honored to receive the Founders Award, NAEA’s highest award bestowed upon a member, to recognize her significant achievement and contributions on behalf of enrolled agents and NAEA.
Her firm, located in Southern California, specializes in tax consulting, preparation, and representation for individuals and businesses, and provides complete business services, including write-up, financial projections, consulting and planning.
INSTRUCTOR FRANK ACUÑA, ESQ. teaches Evidence during the May program. His engaging speaking style will help students stay methodical and focused during this portion of the exam. The senior partner of Acuňa & Regli, LLP, Frank represents individuals and businesses throughout California. He also served as Adjunct Faculty at St. Mary’s college of California, was a Teaching Assistant in the Legal Research & Writing Program at the UCLA School of Law and is a lecturer at UC Berkeley. As a professional advisor, Frank has taught tax seminars for the National Tax Practice Institute, the California Society of Enrolled Agents, the California Society of Tax Professionals, and a number of state and local chapters of the National Association of Enrolled Agents and the American Institute of Certified Public Accounts. He is a featured speaker for the Professional Fiduciary Association of California and the California Association of Public Administrators, Public Conservators, and Public Guardians. He advises tax, fiduciary, and real estate professionals throughout California and was honored by the California Society of Enrolled Agents as its 2010 Booster of the Year. Frank is a California State Bar certified specialist in Estate Planning, Trust, and Probate Law.
INSTRUCTOR KEVIN C HUSTON, EA, USTCP is the president of Blue Ridge Tax Advisors, Inc., a tax, representation, and wealth-management firm in Asheville, NC. After studying on his own one time, Kevin was a student in Sherrill’s 2012 exam cycle class and passed the Tax Court exam on his second attempt. He became a member of the instructional team in 2014. He received his BS degree in Business Management from Oakland University in Rochester Michigan, and his MBA in International Business from Georgia State University in Atlanta. Kevin is a Fellow of the National Tax Practice Institute (NTPI). A nationally known tax instructor for many organizations, he has instructed at NAEA’s National Conference, and has authored several tax and financial articles for professional journals. Kevin will instruct during the July 2018 session on tax related topics.
INSTRUCTOR GERI BOWMAN, CPA, EA, USTCP became a CPA in 1996 after graduating from the University of Akron with a B.S. in Accounting. A former student of Sherrill’s, Geri passed both the Tax Court exam and the SEE in 2012. Geri was one of the first two people ever to be sworn in by a Tax Court judge. She was honored to become part of Sherrill’s team for the 2014 exam cycle, where she enjoys helping students achieve their goals of becoming Tax Court qualified. Geri’s tax and accounting firm in Ohio focuses on serving the small business market. She is a Fellow of NTPI (National Tax Practice Institute) and was pleased to be presented with the NAEA 2015 President’s Award and the 2016 Excellence in Education Award recognizing her efforts with the NAEA education programs. Geri will instruct throughout the full 2018 exam program.
Instructor Thomas A Gorczynski, EA, USTCP, is the Chief Executive Officer of Gorczynski & Associates, LLC, a full-service tax firm in Phoenix, AZ. Tom was a student in Sherrill’s 2014 exam cycle class, and passed the Tax Court exam on his first attempt. Tom has been an Enrolled Agent since 2009 and is a Fellow of the National Tax Practice Institute. He earned his Bachelor of Arts from the University of Delaware, a post-baccalaureate certificate in finance and accounting from the Wharton School at the University of Pennsylvania and a Master of Science in Taxation from Golden Gate University. Tom is a speaker and technical writer on various tax topics and has been published in EAJournal. A member of the instructional staff since 2016, Tom will instruct in several capacities during the 2018 program.
During the classroom sessions you’ll also have the opportunity to speak with several successful students from Sherrill’s prior exam cycles. These USTCP mentors can share their experiences and guidance on taking and passing this challenging exam.
LEAD MENTOR, LINDA BOSSARD, EA USTCP started her career in public accounting in 1980 first working for an Enrolled Agent, then moving to Grimbleby Coleman CPAs, Inc., in 1994. A student of Sherrill’s in 2010, she passed the Tax Court exam on her first attempt and was admitted as a nonattorney to practice in the US Tax Court in 2011. Her expertise is in income tax preparation, with experience in individual, corporate, partnership, estate and trust taxes, as well as IRS appeals and audit representation. A member of the mentor team since 2012, Linda became the Lead Mentor in 2016 and will be present for the 2018 Las Vegas programs.
During the May session students are greeted by Cathy Clow, EA who has been handling registration administration since 2012.
CATHY CLOW, EA
Cathy joined CAC Professional Services in Auburn, CA in 1988. The firm specializes in preparing individual tax returns, small business bookkeeping and payroll and tax controversy representation. She passed the SEE in 1998 and became a Fellow of NTPI in 2000. She teaches on the national level and in 2012 received the “Excellence in Education” award from NAEA.