Instructor
Business Law, Estates, Trusts & Probate, Tax Law
Chair of Stein Sperling’s nationally regarded tax law group, David De Jong is a recognized and highly sought industry authority with more than 45 years of experience. Raised in Montgomery County, David always intended to practice law in his “home town”. He has been instrumental in maintaining Stein Sperling’s collegial, small-firm feel while helping its tax department grow into a regional powerhouse.
David has a gift for putting himself in his clients’ shoes to gain a deep understanding of their tax-related concerns. He works hand-in-hand with them, providing first-rate representation and solutions customized to individual circumstances. David’s confidence and experience give his clients peace of mind that their tax matters – big and small – are in the right hands. David brings a high level of expertise, creativity, sound judgment and personal attention to helping solve his clients’ tax, estate and business matters.
Coauthor for 16 years of J.K. Lasser’s book, Year-Round Tax Strategies, David has been quoted frequently in a variety of publications including the Wall Street Journal and the New York Times. He has testified as an expert witness more than 50 times in tax, estate, business valuation and income matters and is an often requested speaker before industry groups throughout the country. Trained in collaborative law and mediation, David is available to assist divorcing and other disputing parties in resolution of those differences.
David is an integral part of many professional groups including the American Academy of Attorney-CPAs, of which he served as National President and received a prominent award for lifetime service to the organization. The Bar Association of Montgomery County recognized David as an Honorary Life Bar Leader for his many years of committed service. He is an adjunct professor at Washington & Lee University where he teaches an annual two-week intensive course in business transactions.
Instructor
Robert W. Carter, MS, CPA/CFF/ABV, CVA, CFE, CEPA
Managing Member
Rob is a Managing Member and one of the founders of Paradigm Forensics, LLC. During his many years of experience, he has employed his technical skills for creative problem solving in business valuation consulting, forensic accounting, fraud investigations and disputes. Furthermore, Rob has provided expert witness services in federal and state courts. He is an adjunct faculty member teaching graduate courses at universities in the Baltimore Metropolitan area and is also a faculty member for the National Association of Certified Valuators and Analysts where he teaches the CVA Credentialing Course.
Rob’s vast experience includes litigation consulting and expert witness services in arbitration, mediation, collaborative and other litigation contexts. He also has expertise in business valuation consulting for a diverse clientele in numerous industries for divorce, stockholder actions, economic damages, buy‐sell agreements, and other purposes. Additionally, he performs exit/transition planning services for business owners looking to sell or transition their company. Finally, Rob provides reliable forensic accounting/fraud investigation services to his clients.
Instructor
Kelley C. Long, CPA/PFS, CFP® Unbiased Financial Wellness Coach and Consultant, Speaker, Podcaster and Personal Finance writer Greater Tucson Area Summary I help smart, responsible women and couples optimize their finances through unbiased financial coaching on a fee-only basis - no investment management, no products to sell. I am 100% independent and thrive on helping "everyday people" make the most of their hard-earned money. Book a session with me to get started! I am passionate about educating Americans about money and providing independent, unbiased financial coaching to enable people to become more financially secure. I do this through one-on-one coaching and facilitating online courses as well as through freelance writing, blogging, volunteering, speaking engagements and regular media appearances. Much of my media exposure comes from my involvement with the National CPA Financial Education Advocacy Group. I have been published in the Wall Street Journal and I wrote the Weekly Savings Tip for feedthepig.org, an award-winning former collaboration between the AICPA and the AdCouncil. As part of this, I have hosted two national satellite media tours and have been interviewed on NBC National, Fox Business and WGN Chicago about financial topics including couples and money, tax tips and saving for the costs of summer. One of my strengths is the ability to simplify complex ideas and I use this skill throughout my professional and volunteer roles. I have held positions in several areas of the financial services industry, marketing, communications, financial planning and public accounting while remaining active in the financial literacy community and in leadership positions with the Professional Women’s Club of Chicago. Page 1 of 5 I'm a Midwestern native with Midwestern values, thriving in the Sonoran desert outside Tucson, Arizona. My husband and I spend our time hiking, playing pickleball, laughing at our 2 cats and marveling at the fulfilling social life we created after moving across the country in our mid-40's to a place where we knew no one. Here to testify that it's possible to make friends in your 40's, even if you don't have kids and even if you work from home. My life motto is: It doesn't have to suck to count. In other words, you can achieve great things especially when you enjoy the process. Let's find your financial bliss! Experience Financial Bliss with Kelley Long Financial Wellness Coach and Founder July 2020 - Present (4 years 4 months) Oro Valley, Arizona, United States
Instructor
Mr. Schabes is an experienced tax and corporate attorney. He has extensive dealings on an array of tax controversy matters with the IRS on a national and international level, as well as with various state tax authorities. Most recently, he has been assisting clients on an array of tax matters under the CARES Act, including matters related to the Employee Retention Credit.
His vision and deep understanding of how clients can benefit from cutting-edge tax planning and structures for domestic and in-bound transactional matters is opening new doors for clients seeking innovative tax counsel and new business opportunities.
Mr. Schabes represents clients in complex business matters. His many successes include negotiation of countless mergers, acquisitions, management buyouts and sales to – and from – private equity and other joint venture-related entities.
Experienced in virtually all aspects of tax litigation at both the federal and state level, Mr. Schabes has taken the lead in many tax controversy cases involving the IRS and various state taxing authorities. These include IRS examinations and appellate matters involving income tax, excise tax and employment tax, as well as worker classification issues. His clients operate in widely diverse industries, including aviation, credit card, trucking and transportation, logistics, health care, real estate, hospitality, entertainment and the not-for–profit/exempt sectors.
Mr. Schabes has a successful track record of resolving disputes at all levels of the IRS. With many years of experience dealing with the IRS Collection Division on a national level, he is known for his determination in negotiating and resolving IRS tax assessments for both domestic and international based corporations, including Fortune 100 entities, limited liability companies, trusts and estates, entrepreneurs, sole proprietors, and individuals. Once a tax liability is imposed, Mr. Schabes helps clients navigate numerous payment and priority issues. Such issues include the erroneous issuance of IRS tax liens and levies, and their subsequent release and withdrawal.
Recent economic conditions are prompting many clients to seek Mr. Schabes' counsel to handle tax workout situations involving large tax liabilities and abatement of various penalty and interest-related matters. He represents corporate and business directors, officers and employees who are confronting Trust Fund Recovery Penalty matters and similar issues at the state and local level. He provides legal counsel to both domestic and non-U.S.-based clients on participation in various voluntary compliance and amnesty-based programs, including the FBAR filing rules.
Mr. Schabes continues to serve as special tax counsel to several global companies, assisting them with numerous IRS and other regulatory and compliance-related issues, including those uniquely applicable under the federal excise tax provisions. He helps secure significant tax refunds for business clients and is often involved in groundbreaking federal excise tax matters such as those affecting various airlines and charter companies.
In addition to his involvement in various legal and aviation industry associations, Mr. Schabes is active in an array of charitable and community activities. He currently serves as a board member of THE ASSOCIATED: Jewish Community Federation of Baltimore.
Instructor
Simay Sinem Onder
B2B Saas | Partnerships | Jack of all trades
Greater Toronto Area, Canada
Top Skills
Languages
Experience
Blue J, Manager, Partnerships
April 2025 - Present (3 months)
Rose Rocket
5 years 9 months
Engagement Manager, Professional Services & Partnerships
February 2025 - May 2025 (4 months)
Partnerships Manager, Enterprise
January 2024 - February 2025 (1 year 2 months)
Pre-Sales Solutions and Customer Success Manager
February 2022 - January 2024 (2 years)
Partnerships Manager
April 2021 - February 2022 (11 months)
Account Executive
April 2020 - April 2021 (1 year 1 month)
Toronto, Ontario, Canada
Business Development and Growth
September 2019 - March 2020 (7 months)
Toronto, Canada Area
H&M
11 months
Sales Coach
February 2019 - August 2019 (7 months)
Toronto, Ontario, Canada
Sales Advisor
October 2018 - February 2019 (5 months)
Toronto, Ontario, Canada
WUF
Product Manager
March 2018 - November 2018 (9 months)
Toronto, Ontario, Canada
University of Toronto
Marketing and Promotions
August 2013 - November 2016 (3 years 4 months)
Toronto, Canada Area
Worked for the Varsity Blues Marketing and Promotional team at UofT.
Deployed targeted promotional strategies to drive fan engagement and increase attendance.
Education
Instructor
Matt Edwards focuses on high-stakes matrimonial cases involving complex financial arrangements, family-owned or closely held businesses, and complex custody matters. Matt also helps clients negotiate and enforce prenuptial agreements. In addition to legal analysis, Matt routinely works with forensic accountants, valuation experts, certified financial planners, and professional therapists to provide a clear path to a quick and favorable resolution of his clients’ divorce and custody matters. Matt also advises as general and civil litigation counsel to high-net-worth clients and their businesses. When necessary, Matt is a tenacious courtroom advocate at the trial court and appellate levels.
Matt volunteers as a family law mentor for the D.C. Bar Advice & Referral Clinic, where he advises pro se litigants on family law and domestic violence matters. Over the course of his career, Matt has devoted thousands of hours to pro bono work. He also serves on the Board of Trustees of the Greater Washington Community Foundation.
Matt was recognized by Best Lawyers in 2020. He currently serves as a member of the D.C. Bar Rules of Professional Conduct Review Committee and formerly served as Chair of the Litigation Community of the D.C. Bar. He is also a member of the Virginia Trial Lawyers Association.
Prior to joining Ain & Bank, Matt was a commercial litigator in the Washington, D.C. offices of Willkie, Farr & Gallagher LLP. While there, he focused on complex commercial and securities litigation on behalf of clients such as the General Electric Company, Facebook, Inc., and Big 4 accounting firms.
Where tradition meets transformation.
For more than 50 years, the Chesapeake Tax Conference has been the trusted source for tax professionals preparing for year-end. Now, that legacy evolves into Chesapeake Insights — a dynamic new virtual experience built to keep you ahead of the curve.
Join us for an in-depth, forward-thinking session that delivers timely tax intelligence and emerging insights you can use right away. With expert-led sessions and actionable takeaways, you'll gain the clarity and confidence to navigate today’s ever-shifting tax landscape.
Whether you’re a long-time attendee or new to the MACPA community, Chesapeake Insights is your essential tax update to close out the year informed, connected, and ready for 2025.
You can register for any or all of the sessions!
