The Advanced Tax Institute exists to help high-performing lawyers and CPAs bring the best advice to their clients and their firms. Access in-depth updates on NEW tax laws and regulations across a variety of focus areas.
Kick off your Tax Week strong with a comprehensive session designed for high-performing CPAs, tax attorneys, and advisory professionals aiming to sharpen their edge.
There will be a $25 fee for changing from IN PERSON format to Virtual after October 31, 2026.
Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than on-site.
Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.
Eli Noff, JD, CPA, is a skilled tax attorney and CPA who focuses his practice on defending clients before the IRS and state taxing authorities. With extensive experience in international tax matters, Eli focuses on issues including compliance, voluntary disclosures, streamlined filing procedures, and penalty abatements.
His practice spans a wide array of services, from assisting clients with IRS examinations and appeals to handling international tax consulting, tax debt resolution, and matters before the United States Tax Court.
Throughout his career, Eli has helped clients manage complex tax debt situations, utilizing solutions such as offers in compromise, installment agreements, and collection alternatives. His goal is to provide personalized solutions based on each client’s unique circumstances, using his deep understanding of tax law to secure the best possible outcomes.
Eli serves clients in Maryland, the District of Columbia, and federal tax clients nationwide.
Eric J. Rollinger Principal
Tax law attorney and Certified Public Accountant Eric Rollinger is a multifaceted member of Stein Sperling’s nationally recognized tax litigation and controversy team. He takes great pride in having successfully settled hundreds of disputes with the IRS and state taxing authorities. Eric brings a wealth of knowledge and experience to his clients’ cases. Detail-oriented and practical, Eric provides each client with an informed course of action structured around the unique aspects of the case. He recognizes that financial concerns often keep clients up at night and, maintaining open lines of communication at all times, he works hard to resolve their cases efficiently and optimally.
As a Certified Valuation Analyst (CVA), Master Analyst in Financial Forensics (MAFF) and Master of Professional Accountancy (MPA), tax controversy and litigation support cases especially appeal to Eric, and he frequently provides relevant support in the areas of income analysis, tracing, tax consequences of marital awards, corporate structures, business valuation and financial forensics. Eric is actively involved in many professional organizations both on national and state levels, staying current with evolving tax laws and regulations. He has co-authored articles on maximizing deductible expenses and implications of tax incentive challenges in the Journal of State Taxation and MACPA Statement magazines.
Stay current on the latest developments in federal tax procedure and IRS administration that impact tax practitioners and their clients.
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.
Stay up to date on the latest federal tax developments affecting individual taxpayers. This session will review recent legislation, IRS guidance, court cases, and regulatory changes impacting tax planning, compliance, and return preparation.
Brian O'Connor is co-chair of Venable's Transactional Tax Group.
Brian provides sophisticated tax and business advice to publicly traded and closely held businesses and their owners. His practice focuses on foreign and domestic tax matters for partnerships, limited liability companies, joint ventures, both C and S corporations, real estate investment trusts (REITs), and regulated investment companies (RICs). He is also regularly consulted by wealthy individuals and entrepreneurs on federal and state income tax matters and federal estate and gift tax issues.
As a transactional tax attorney, Brian works on transactions ranging from small sales transactions to merger or acquisition transactions in the billions of dollars. Similarly, as a tax controversy attorney, he has represented both individual clients in small audit matters and publicly traded corporate clients in tax disputes with amounts at issue in excess of $1 billion.
Before joining Venable, Brian was an attorney-advisor for the Office of Chief Counsel at the IRS, where he worked on high-profile legislative projects, regulations, and other published guidance related to partnerships, S corporations, trusts, common trust funds, and cooperatives.
His valuable experience and continuing connections with the government, when combined with his significant private practice experience, permit Brian to provide unique insights to his clients, both large and small, on important tax and business issues.
Liz Stieff focuses her practice on tax advisory and planning matters for domestic entities and individuals. Liz regularly provides transactional tax advice on a range of matters, including mergers, acquisitions, dispositions, joint ventures, private equity transactions, and fund formation. She also works with clients on business formation and operational issues, including choice of entity, capital raises, equity incentive planning, and the like. In addition, she has experience working with clients to structure investments and transactions involving real estate investment trusts and qualified opportunity zone funds.
Stay current on the latest federal and state business tax developments impacting your clients and organizations. This session will cover recent legislative, regulatory, and case law updates, as well as practical guidance for navigating compliance challenges and planning opportunities. Participants will leave with actionable insights to help them prepare for year-end and beyond.
Greg is a Director in SC&H’s Technology Advisory practice, where he helps clients to develop clear IT strategies that reduce risk and improve outcomes.
With over 14 years of experience, Greg identifies opportunities to reduce cost, increase IT customer service abilities, and create operational efficiencies. In addition, he conducts due diligence IT reviews for business acquisitions and serves as a consulting expert in legal matters ranging from technology patent litigation to business disputes.
While serving as an outsourced Chief Information Officer to a well-known nonprofit, Greg optimized IT spend, developed a multi-year technology roadmap, decreased the organization’s risks, and enabled the organization to more effectively achieve its mission.
He also oversaw a board’s successful effort to implement over $1 million in technology investments, thereby increasing customer satisfaction scores while maintaining the same resource levels.
In addition, Greg worked with a large regional bank to develop a plan that addressed deficiencies in several IT audit areas while adhering to budget constraints. Throughout the project, he worked with regulators to demonstrate improvements and achieve compliance.
When Greg is not working, he enjoys hiking, the outdoors and cooking.
He holds a B.S. degree in Network Security from Capitol Technology University.
Susan Massey has worked in multiple roles in the IRS Office of Chief Counsel (Corporate), most recently serving as the Branch Chief of Branch 3. Prior to joining the Corporate division, she worked as an attorney in the International division of the Office of Chief Counsel. She was the author on multiple guidance projects, including regulations, revenue rulings, and notices. She also served on a detail as Senior Attorney-Advisor to the Commissioner's Chief of Staff for part of 2016. She holds a JD/LLM in International & Comparative Law from Duke University School of Law.
Devin Gaither
Product Designer
Professional Background
Devin has a Bachelor’s Degree in Studio Art and a MFA in creative writing. She began her career in Software Development writing Technical and User Facing Documentation for a small, local government-contractor. Over the 5 years spent working with DoD Intelligence clients, she developed a passion for making technology products and services accessible to differently-abled users.
Personal Interests
Causes She Is Passionate About
Devin volunteers for an organization that provides childhood experiences and opportunities for play to kids that are struggling with their health and have to spend a lot of time in and out of hospitals.
Eli Noff, JD, CPA, is a skilled tax attorney and CPA who focuses his practice on defending clients before the IRS and state taxing authorities. With extensive experience in international tax matters, Eli focuses on issues including compliance, voluntary disclosures, streamlined filing procedures, and penalty abatements.
His practice spans a wide array of services, from assisting clients with IRS examinations and appeals to handling international tax consulting, tax debt resolution, and matters before the United States Tax Court.
Throughout his career, Eli has helped clients manage complex tax debt situations, utilizing solutions such as offers in compromise, installment agreements, and collection alternatives. His goal is to provide personalized solutions based on each client’s unique circumstances, using his deep understanding of tax law to secure the best possible outcomes.
Eli serves clients in Maryland, the District of Columbia, and federal tax clients nationwide.
Tax professionals face increasing complexity and scrutiny, making proactive risk management more important than ever. This session will examine common errors that can result in penalties, additional tax, or unnecessary controversy with the IRS.
Justin Hughes, JD, CPA, LLM resolves tax issues for individuals and businesses. He has extensive experience as a CPA and also as a tax attorney. His experience allows him to efficiently and effectively assist clients in a variety of settings, including federal and state examinations, appeals, Tax Court, and all aspects of tax collections.
Over his career, he has helped individuals and businesses reduce their proposed income tax adjustments by millions of dollars in IRS examinations, Appeals, and Tax Court. He has helped a number of taxpayers reduce or eliminate their existing tax debts through offers in compromise and other post-assessment procedures. In addition, he has helped taxpayers with significant tax debts enter into collection alternatives.
His goal is always first to understand a client’s situation and then determine the best solution for the client based upon their specific facts and circumstances. He always seeks to find an efficient way to help his clients minimize their current tax burden and manage their future tax risk.
Justin serves clients in Maryland and federal tax clients worldwide.
Tax, Tax Controversy, Tax Planning
*Please note that each case is different and my past record is no assurance that I will be successful in reaching a favorable result in any future case.