Changes to Form 1099 in 2009: Best Practices for Finance & Accounting Executives
LIVE webcast

Andrew Elvester
Senior Product Marketing Manager
Convey

Andrew Elvester is the Senior Product Marketing Manager for Convey, where he is responsible for all aspects of product marketing and product management for small to medium filer solutions, including product training, product launches and industry monitoring. Andrew focuses on guiding the Convey product development to best suit client requirements and helps to build new products or product enhancements that exceed end-user needs.

Andrew has held various marketing roles within the technology industry and brings extensive product marketing and client support experience to Convey. Prior to joining Convey, he was Product Marketing Manager for Xiotech Corporation, a leading data storage manufacturer, where he managed the company’s alliance products and programs. Andrew earned his B.A. in marketing and management from the University of Alaska, where he was on the Dean’s List for academic excellence.

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Terrence Coppinger
Senior Manager
Deloitte Tax LLP

Terence Coppinger is a Tax Director in the Tax Controversy Services practice with Deloitte Tax LLP, in their New York City office. He has over 19 years of experience and is an expert on information reporting and IRS practice and procedure. Prior to joining Deloitte, Mr. Coppinger worked for the Internal Revenue Service as a Revenue Officer and Revenue Agent. He is a CPA and has earned a B.S. and. M.B.A. from St. John's University and an M.S. from Pace University. He is a frequent speaker to professional and industry groups and has authored numerous articles that have appeared in The Journal of Bank Taxation, Practical Tax Strategies, The Tax Adviser and other professional and trade publications. He is also an Adjunct Associate Professor of Accounting & Taxation at St. John’s University where he teaches graduate courses in Federal Tax Practice & Procedure, Tax Research and Tax Research & Writing.

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Sara Turner, JD, CPA, EA
Tax Research Specialist
National Association of Tax Professionals

Sara Turner, JD, CPA, is a Tax Research Specialist for the National Association of Tax Professionals.Turner serves members through contributing to the NATP educational offerings and publications, as well as responding to research inquiries.She also is an association resource for media interviews.

Prior to joining NATP,Turner was employed as Counsel at Thrivent Financial for Lutherans, Appleton,WI, and she also worked as a tax consultant for PricewaterhouseCoopers LLP, Milwaukee,WI.

Turner earned a Bachelor’s degree in Business Administration from the University of Wisconsin, Madison,WI, majoring in accounting.Additionally, she received her Juris Doctor from the University of Wisconsin-Madison Law School.Turner is a member of the Wisconsin State Bar.

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Judith Akin, EA
Manager
Judith A. Akin, EA Tax & Financial Services

I am the owner/manager of Judith A. Akin, EA, Tax and Financial Services. In 1976, I became an Enrolled Agent.

Some specialties of my practice include but are not limited to bookkeeping and tax preparation for individuals, small business, partnerships, corporations, estates, trusts, as well as tax planning, business and financial planning. I also specialize in taxpayer representation before the Internal Revenue Service and other taxing authorities.

I presently hold membership in the National Association of Enrolled Agents, the Oklahoma Society of Enrolled Agents. In addition, I am a Registered Representative offering securities through United Planners Financial Services of America, Member FINRA & SIPC.

I am past President for the National Association of Enrolled Agents (NAEA). I have also served as Vice President and as Secretary of the National Association of Enrolled Agents, chair of the Electronic Commerce Center, chair of Ethics and Professional Conduct Committee and have chaired the Affiliate-IRS Liaison Subcommittee of Government Relations. I represented NAEA as the 1998-1999 Chair on the IRS Information Reporting Program Advisory Committee (IRPAC). I have been the Subcommittee Chair for Communication and Compliance on IRPAC. I am past member of Internal Revenue Service Advisory Committee (IRSAC). I am a current member of the Government Relations committee

It has been my privilege to have the opportunity to testify before the IRS Oversight Board, House Ways and Means Oversight Committee, and the Senate Finance Committee on issues that relate to the enrolled agent, individual taxpayers and small business.

I participated in the IRS Modernization Conference, and was moderator for Wage and Investment breakout session. As a member of IRPAC I participated in the IRS Executive Development classes informing IRS personnel about issues that face small business and taxpayers.

I am Past President of the Oklahoma Society of Enrolled Agents and Chair the Government Relations Committee. Prior to being president for three years, I served for two years as Vice-President.

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Changes to Form 1099 in 2009: Best Practices for Finance & Accounting Executives LIVE Webcast
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Judith A. Akin, EA Tax & Financial Services