Panelists

Moderator

Alan Pinck, EA
A. Pinck & Associates

Alan Pinck is an Enrolled Agent with over 25 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual, small business tax preparation and audit representation. He is currently a speaker at the NTPI events, CSEA Super Seminar as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in audit, Alan has obtained tremendous insight of the audit process as well as knowledge on a wide variety of tax issues.

IRS Panelists

Glenn J. Gizzi
Tax Specialist, Communications & Liaison,
Internal Revenue Service

Glenn has worked for the Internal Revenue Service for 31 years. He began in Taxpayer Service in 1989 as a Taxpayer Service Specialist answering account and tax law questions on the IRS's toll-free phone line until becoming a Revenue Agent in 1994. During his 11 years as an Agent, Glenn worked in the Examination Problem Resolution Unit as a caseworker, a cooperating Agent for Criminal Investigations and was a Taxpayer Advocate at the model walk-in office in Edison. Glenn is also a certified instructor for the IRS and has spent four years training the new incoming Revenue Agents from 2001 to 2005.

Additionally, Glenn worked in the former Taxpayer Education & Communication division during its stand-up in 2001 before it was eventually realigned into Communications & Liaison. His current assignments include the Annual Federal State Tax Workshops, North & South Jersey Working Together, AARP and the underserved community.

Glenn is a graduate of Rutgers College, Rutgers University with a degree in Anthropology and a secondary in Archaeology and is a volunteer Emergency Medical Technician in New Jersey for over 23 years. Glenn is currently engaged to his fiancée Darlene.

Industry Panelist

Terry Durkin, EA, MBA
Principal, Durkin Associates Tax Services

Terry Durkin, EA, MBA is the principal of Durkin Associates based in Burlington, Massachusetts. She specializes in individual, small business, and trust tax return consultation, preparation and representation. Terry is a past president of the National Association of Enrolled Agents (NAEA) and the Massachusetts Society of Enrolled Agents (MaSEA). Terry also testified before the U.S. Congressional Subcommittee on Economic Growth, Tax, and Capital Access at the hearing titled, Cash Accounting: A Simpler Method for Small Firms

Terry received her BS degree in applied mathematics with computer science from Yale University and her MBA degree with a concentration in finance from New York University. She is also a fellow of the National Tax Practice Institute (NTPI) and a member of the Boston Estate Planning Council (BEPC). In her spare time, Terry enjoys golfing.

Phyllis Jo Kubey, EA CFP, NTPI Fellow

Phyllis Jo Kubey, has prepared tax returns and offered tax planning, representation, and consultation services since 1986. 

A strong advocate for IRS/practitioner dialogue, Phyllis served on the Internal Revenue Service Advisory Council (IRSAC) from 2017-2020 (subgroup chair 2018-2020). In 2018, she testified at a U.S. Senate hearing on IRS reform.

Phyllis also serves as president of the New York State Society of Enrolled Agents (NYSSEA) and as a director/officer of Voices of Ascension.  A woman of diverse interests, Ms. Kubey holds a Master of Music (voice) from Juilliard and is a Certified Teacher of the Alexander Technique.

Content Consultant

David F. Windish, J.D., LL.M
Content Consultant

David F. Windish, J.D., LL.M. in taxation, is a tax attorney and consultant. He has served as an instructor of tax-advantaged investments at the New York Institute of Finance; an Instructor of business law at the U.S. Merchant Marine Academy, Kings Point, N.Y.; and an adjunct professor at George Mason University, Fairfax, Va. He has also served as executive editor for Tax Analysts; managing editor for Business Strategies, published by CCH; and senior editor for the Institute for Business Planning.

Mr. Windish is the author of Practical Guide to Real Estate Taxation, published by CCH and currently going into its sixth edition. Earlier works include Tax Advantaged Investments and Investor's Guide to Limited Partnerships, both published by the New York Institute of Finance. Through the Center for Video Education, he authored continuing education courses dealing with real estate and closely held corporations. Those courses included readings, case studies, and videotape segments.

Mr. Windish is a graduate of Rutgers University Law School and the New York University School of Law, Graduate Division. He has been heard as a guest speaker at professional meetings and seminars and on popular radio programs.