Date and Time
Wednesday, February 15, 2012 from 4 p.m. to 6 p.m.
Panel- WH 3B, Reception- Faculty Reading Room
San Diego, CA 92110
Five dynamic tax practitioners will speak about the nature of their jobs, what they do, and how students might best prepare for and pursue a career in tax law.
Panel 4:00pm- 5:00pm
Reception 5:00pm- 6:00pm
Moderator & Panelists Bios
John I. Forry oversees the LLM in Taxation program as director of tax programs, and leads efforts to expand the reach and reputation of other tax programs at USD School of Law, including continuing education programs and established events. Forry also teaches graduate-level courses in international finance and taxation. Forry currently divides his academic efforts among five US and European law and business schools, as well as counseling private clients on international activities. He has been, inter alia, founding partner of Forry Golbert Singer & Gelles, a California boutique law firm focused on foreign investments in the US; senior partner with law firm Morgan, Lewis & Bockius LLP variously in charge of the firm's California offices and of its international section's Pacific Rim and Latin American practices, and a member of its firmwide Governing Board; partner with Ernst & Young LLP based in New York as initiator and first global leader of its Project Finance group and as director of the firm's Foreign Legal Services Alliances; and international counsel to international law firms dedicated to the business and personal interests of private clients. Forry has authored or co-authored five books and over 40 articles on international taxation, finance and investment. He is a graduate of Amherst College and Harvard Law School.
Catherine Gonzaga practices Tax Controversy at the Law Offices of Richard Carpenter. She received her J.D. from the University of Washington in 2010, where she served as the Vice President of the International Law Society and as Student Lead for the Social Enterprise Section of the UW Entrepreneurial Law Clinic. She received her LL.M. in Taxation from the University of San Diego in 2011 and received recognition for her work in USD's Federal Tax Clinic. She currently serves as the Co-Chair of the State Bar of California's Young Tax Lawyers, San Diego Chapter, as Treasurer of the Filipino American Lawyers of San Diego, and as a volunteer for ACCION San Diego.
Louis A. Mezzullo is a partner in Luce, Forward, Hamilton & Scripps LLP, practicing principally out of its Rancho Santa Fe, CA office. His principal areas of practice are taxation, estate and business planning, and employee benefits. He was an Adjunct Professor of Law at the University of Richmond Law School from 1978 to 2006, where he taught courses in those subjects, was on the faculty of the University of Miami School of Law Graduate Program in Estate Planning from 2004 until 2007, and was on the faculty of the University of San Diego School of Law in 2009. He has spoken at numerous tax and estate planning conferences, including the Heckerling Institute on Estate Planning, the University of Southern California Institute on Federal Taxation, the Notre Dame Estate Planning Conference, the Mid-America Tax Conference, the Heart of America Tax Conference, the William and Mary Tax Conference, and the Virginia Federal Tax Conference. Mezzullo received his J.D. from the University of Richmond Law School, and a B.A. and M.A. from the University of Maryland. He is a member of the Virginia State Bar; California State Bar, and American Bar Association, a former Vice-chair of the ABA Section of Taxation, Chair of the Chapter 14 Subcommittee of the Estate and Gift Tax Committee of the ABA Section of Taxation, and past Chair of the ABA Section of Real Property, Trust and Estate Law.
Matthew R. Sontag is a Manager in the International Corporate Services practice of KPMG’s Washington National Tax office. Prior to joining KPMG, he was employed as a land negotiator and legal consultant for private oil and gas companies in Texas. Matt has substantial experience providing advice on the impact of the U.S. federal income tax rules relating to international operations to both foreign and domestic clients, with a focus on the oil and gas and oilfield services industries. Matt is an active member of the American Bar Association Section of Taxation, and has appeared as a speaker on panels for the U.S. Activities of Foreigners and Tax Treaties committee on several occasions. He also serves as the USAFTT representative to the Professional Services committee of the ABA Tax Section, and also serves on the Publications committee. Matt is also a member of the New York University Institute on Federal Taxation Advisory Board and the American Institute of Certified Public Accountants. Matt earned his B.A. in English and Philosophy from Rice University, his J.D. and LL.M. from the University of Houston Law Center, is licensed to practice law in the State of Texas, and is a Certified Public Accountant in both Texas and the District of Columbia.
Brian Yacker has over 19 years of tax, legal, and accounting experience in the exempt organizations area. Brian focuses exclusively in working with exempt organizations. In this regard, Brian possesses a vast amount of experience and expertise in preparing and reviewing Forms 990, 990-T, 990-PF and state tax-exempt forms. Brian also has extensive experience in the preparation and filing of both federal and state tax exemption applications for public charities, private foundations, and other exempt organizations. Brian is a member of the American Bar Association (and a participant on their Exempt Organizations Committee) and the California Bar Association's Tax Section. Brian earned his Bachelors degree in Finance/Marketing from the University of Virginia and his Juris Doctor from the Indiana University School of Law (Bloomington).