Advanced Topics in Flow-Through Taxation Conference

Tuesday, December 8, 2026
8:25 a.m. – 5:00 p.m.
Virtual
8 CPE Credits

Early Bird Cost: $405 Member | $505 Non-Member
Standard Cost: $435 Member | $535 Non-Member
Use code EARLYBIRD_ATFT by November 17 to receive the early bird rate

Stay ahead of the latest legislative, regulatory, and technical developments affecting partnerships, LLCs, and S corporations. Get practical guidance on OBBBA, self-employment tax, SALT, M&A transactions, IRS operations, Opportunity Zones, real estate taxation, AI in tax practice, and year-end planning. Sessions focus on applying these developments to client advice, tax compliance, and transaction planning.

CPAs, tax practitioners, attorneys, consultants, and finance professionals who provide tax planning, compliance, advisory services, or transaction support for partnerships, LLCs, and S corporations.

Moshe Bass, CPA, Prosperity Partners   
Elizabeth Herbst, CPA, Citrin Cooperman Advisors LLC 
Jay M. Levine, CPA, JD
Mark Mann, CPA, Mann Weitz & Associates 
Matt Vertin, CPA, MST, Henry Crown and Company 

Evgeny Magidenko

Partner, Honigman LLP

Evgeny "Gene" Magidenko is a tax attorney practicing in Michigan and is admitted to the bars of the State of Michigan, the District of Columbia, the U.S. Tax Court, and the U.S. Supreme Court. He received his undergraduate and law degrees from the University of Michigan and his tax LL.M. from New York University. Gene advises individual and corporate clients on tax planning, transactional tax matters, and tax controversies. He brings a strategic perspective to his clients’ matters, whether they involve tax counseling or disputes with the IRS, by drawing on his breadth of experience in the field. He also advises both for-profit businesses and tax-exempt organizations on a wide array of organizational and operational matters at all stages of their lifecycles. Gene clerked for the Honorable David Laro at the U.S. Tax Court in Washington, D.C.

Kate Hooker

Director, Citrin Cooperman Advisors LLC

Kate is a director in Citrin Cooperman's State and Local Tax Practice, where she specializes in helping clients navigate the complexities of state and local tax obligations. Kate brings clarity and confidence to small businesses managing multistate income tax filing requirements throughout their lifecycle including nexus, revenue sourcing, compliance and consulting, due diligence, and exposure management. Known for her detail-oriented approach and practical lens, she makes even the most intricate tax issues feel approachable. Kate has over a decade of experience in state and local tax imparting deep knowledge, with a strong focus on state income tax compliance and consulting for pass-through businesses. She works across a variety of industries, with particular emphasis on partnerships and S corporations, offering tailored guidance that blends insight with everyday application. Her ability to simplify complex tax structures and provide actionable insights sets her apart as a business insight resource. Prior to joining Citrin Cooperman, Kate served several roles at national and regional public accounting firms. Most recently she was the State Income Tax Compliance Practice co-leader for a national accounting firm.

Heather Varner

Partner, Citrin Cooperman

Heather Varner, CPA is a Partner in Citrin Cooperman's Mergers & Acquisitions Tax Practice, where she advises private equity funds, founders, corporations, and strategic buyers on the tax aspects of acquisitions, dispositions, restructurings, and other complex transactions. Her practice focuses on transaction structuring, tax due diligence, modeling, and tax planning for partnerships, corporations, and pass-through entities. Heather has extensive experience assisting clients with taxable and tax-free reorganizations, rollover equity structures, F reorganizations, earnouts, and other transaction planning matters. Prior to joining Citrin Cooperman, Heather was a Senior Manager in KPMG LLP's Mergers & Acquisitions Tax Practice. Before beginning her career in public accounting, she served in the United States Army. Heather earned a Bachelor of Business Administration in Accounting from the University of Notre Dame's Mendoza College of Business and a Master in Professional Accounting from the University of Texas at Austin's McCombs School of Business. She is a Certified Public Accountant licensed in Kentucky and Texas.

Thomas Blaze

Partner, RSM US LLP

Tom leads RSM's Chicago State and Local Tax Practice and serves in various leadership roles on RSM's National State and Local Tax Team. He provides clients with strategic state and local tax planning and serves as a consultant for various state tax matters. He has over 25 years of experience and specializes in a broad array of multistate tax services, including income, franchise, credits and incentives, sales and use and other transaction-based matters. His expertise includes multistate transaction structuring, credits and incentives, tax planning, due diligence related to acquisitions and dispositions, analysis related to tax reduction studies, compliance, and research and advocacy representation of clients during tax examination. Tom advises clients on unitary issues, state apportionment, nexus studies, unclaimed property, credits and incentives, and payroll tax matters and has lectured on a variety of these state and local tax topics. Tom served as an adjunct professor at DePaul University where he taught the state and local tax course in DePaul’s Master of Science in taxation program. Professional affiliations and credentials • Certified Public Accountant • Illinois CPA Society • Past Chair and Current Member of the lllinois CPA Society State and Local Tax Committee • Tax Advisory Group Appointed Member of the Illinois CPA Society • American Institute of Certified Public Accountants • Institute for Professionals in Taxation • Taxpayers’ Federation of Illinois Education • Bachelor of Arts, accounting, Loyola University • Master of Science, taxation, DePaul University

Alex Brosseau

Managing Director, Tax Policy, Deloitte Tax LLP

Alex Brosseau is a Managing Director in Deloitte Tax LLP’s Washington National Tax office, where he serves as a trusted advisor on U.S. tax policy developments. In this role, Alex keeps Deloitte and its clients ahead of the curve, translating enacted and potential legislative changes into actionable insights that shape business strategy and compliance. Before joining Deloitte’s tax policy team, Alex made his mark on Capitol Hill as Senior Analyst for Tax Policy with the U.S. Senate Budget Committee. As the committee’s lead tax and revenue adviser, he counseled two influential chairpersons—Senators Patty Murray and Kent Conrad—on all manner of tax policy issues. At this time, Alex also became steeped in the intricate and arcane rules of budget reconciliation – a filibuster-proof process leveraged with increasing frequency to move sweeping tax and spending bills. Alex’s career began in client service at Deloitte Tax LLP, where he focused on clients in the financial services and real estate industries. A Certified Public Accountant (CPA), Alex holds a Master of Science in Taxation from American University in Washington, DC, and Bachelor of Arts in both Accounting and Economics from the University of Saint Thomas in Saint Paul, Minnesota.

Karen M. Fleming

Director, Forvis Mazars LLP

As a Director with Forvis Mazars, Karen leads the IRS Exam division of the Tax Controversy Practice. Karen’s team manages Global High Wealth, Large Business & Individual, as well as Small Business / Self Employment IRS examinations nation-wide. She has over 15 years of experience, specializing in the taxation of Ultra High Net Worth (HNW) Individuals, Estates, Gift & Trusts, Family Offices, and closely held flow through entities and corporations. Karen engages in lectures on IRS examinations & procedures, estate administration, trust income taxation, divorce taxation, and other specialized topics speaking for state CPA societies, professional organizations, estate planning councils, financial institutions, universities, and various other organizations in addition to facilitating continuing education within Forvis Mazars. Karen is a published author and has been a guest on tax-based podcasts. She is a 2009 summa cum laude graduate of Northern Michigan University, with a B.S. degree in accountancy, and a 2018 graduate with distinction of DePaul University, with an M.S. degree in taxation. Karen is a committee member of the REG Exam committee for the American Institute of CPAs, which is charged with the review and approval of the content for the Regulation and Tax Compliance and Planning (TCP) sections of the Uniform CPA exam. Additionally, Karen is involved in her community philanthropically through service with the DuPage Foundation.

Kristin Balding Gutting

Principal, Tax Specialty, Forvis Mazars LLP

Kristin Balding Gutting is a principal in Forvis Mazars’ Federal Tax Specialty Services practice, leading the Tax Controversy and Procedure practice group. Kristin serves clients across the firm from Forvis Mazars’ Minneapolis, MN office. She has over 20 years of experience in tax planning, tax controversy, partnership taxation as well as other tax areas.

With her legal background as well as her academic background as a former associate professor of law, Kristin brings a unique skill set and perspective to Forvis Mazars clients. Kristin also works with the Forensics and Valuation practice to assist clients and counsel engaged in complex litigation and disputes focused on a variety of tax-related topics.

Kristin has authored the Bloomberg BNA’s Tax Management Portfolio “Principles of Income Tax Deductions” (Gutting, 503 T.M., Principles of Income Tax Deductions) and “Gross Income: Overview and Conceptual Aspects” (Gutting & Gutting, 501 T.M., Gross Income: Overview and Conceptual Aspects). Formerly, Kristin was an Associate Professor of Law where she taught courses on Federal Income Taxation, Partnership Taxation, Advanced Federal Income Taxation, Civil Tax Procedure and Litigation Strategy Seminar, Tax and the Law, and Professional Responsibility.

Prior to joining Forvis Mazars, Kristin served as Of Counsel at a national law firm and focused on tax controversy and tax planning.

John Hoffman

Founder & President, Bracket Partners, LLC

As the President and Founder of Bracket Partners, LLC (www.bracketpartners.com), my mission is working with clients to maximize tax incentives related to real estate, renewable energy, and other fixed assets. In an advisory role, I help clients identify, implement, and monetize federal, state, and local incentives when clients are buying, building, expanding, renovating, relocating, and/or selling property. I focus on tax credit and incentive areas such as historic redevelopment, renewable energy, affordable housing, new markets, and opportunity zones. I also work with clients to maximize cost recovery through tax deferral and savings strategies such as cost segregation, repairs and maintenance (tangible property) tax regulations, and energy incentives including 179D & 45L. I work directly with property owners, developers, tenants, business owners, investors, not for profits, and government entities. I also provide my services indirectly through CPA firms as a trusted partner in various arrangements. My diverse work history includes over 20 years working at a variety of professional service firms, small to large, private and public. I also spent several years as a real estate development manager where I focused on senior and multifamily housing, retail, hotels and indoor waterparks. I am an active public speaker on topics related to real estate including tax incentive and cost recovery issues as well as energy and sustainability opportunities. I am an active Certified Member and served as President of the ASCSP ("American Society of Cost Segregation Professionals"). I am a member of Landmarks Illinois and serve on the Real Estate and Building Industries Council. I am a Board of Advisor member for the James A. Graaskamp Center for Real Estate affiliated with the University of Wisconsin – Madison. I am also a licensed CPA in Illinois.

Moshe Bass

Tax Partner, Prosperity Partners

With over 15 years of experience in tax consulting and income tax compliance, Moshe is a tax adviser with a broad range of knowledge of tax issues at the federal, state, and local levels, including expertise in high-net-worth tax planning, executive compensation, mergers & acquisitions, and partnership taxation. Moshe graduated from Yeshiva University with a bachelor’s degree in accounting in 2008 and began his career in New York City. He later moved to Chicago, where he has worked at both small and large public accounting firms, as well as for an ultra-high-net-worth private family office. Since joining Prosperity Partners Chicago office in 2019, Moshe has advanced to tax Partner by 2023, recognized for his knowledge and dedication to providing the best service to clients. As a tax adviser, Moshe focuses on tax consulting and income tax compliance for family offices, executives, privately held businesses, and private equity and venture capital groups. He has a deep understanding of the unique tax needs of his clients and helps them develop personalized strategies to achieve their goals. As the leader of Prosperity Partners’ mergers & acquisitions team, Moshe manages a range of tax services related to buying and selling businesses. He specializes in optimizing deal structures, guiding tax due diligence, and providing thorough post-transaction support to ensure the best outcomes for clients and their stakeholders. Moshe is also actively involved in the Illinois CPA Society and is a member of American Institute of Certified Public Accountants. He is committed to staying up-to-date with the latest tax developments and trends and using that knowledge to help his clients succeed. Outside of work, Moshe is a proud husband and father of four children and enjoys spending time with his family.

Matt Vertin

Tax Manager, Henry Crown & Company

Matt Vertin, CPA MST is a Tax Manager at Henry Crown and Company (HCC). He is responsible for advising the executives and family on complex tax issues regarding transaction activity, regulatory complexity and proactive planning opportunities. Matt translates complex tax issues into practical solutions that help executives make better decisions. Prior to joining HCC, Matt was a Tax Partner at Baker Tilly, where he led the multi-million-dollar Chicago Real Estate Tax Practice. His leadership roles within the Illinois CPA Society further demonstrate his commitment to advancing the profession and building strong relationships. Matt has more than seventeen years of experience advising executives on complex tax and business matters.

Elizabeth Herbst

Partner, Tax Practice, Citrin Cooperman

Liz is a partner in Citrin Cooperman’s Tax Practice and regional Tax Practice leader for the Midwest. Liz is a skilled professional with over 20 years of experience in tax, accounting, and advisory for middle-market clients. Liz is a CPA, providing a wide variety of accounting, tax, and advisory services to clients in a number of specialized industries, including real estate, construction, restaurants, and professional services. Liz specializes in tax planning and compliance for closely held businesses and their owners. Liz is the current chair of the Taxation Flow-Through Entities Committee at the Illinois CPA Society and has served as the conference chair for the annual Advanced Topics in Flow-Through Taxation Conference. Prior to Citrin Cooperman, Liz worked at a regional CPA firm as a principal.

Mark Mann

Founding Member and Managing Partner, Mann Weitz & Associates L.L.C.

Mark Mann, CPA, Founding Member of Mann Weitz & Associates L.L.C., has more than 35 years of experience in public accounting and specializes in helping small to mid-size companies and high net worth individuals minimize their income taxes. He also has extensive experience working with privately held companies and family businesses. As the firm’s founding member, Mark also provides tax and advisory services to a wide range of clients including architectural firms, medical practices, law firms, privately held businesses in other industries and individuals. In this capacity, he works actively with his client’s other advisors to ensure clients benefit from a well-rounded and integrated approach to achieving their financial goals. In addition, Mark has particular expertise in entity structuring, the purchase and sale of professional practices, succession planning, majority shareholder tax strategies and nonprofit tax concerns. Prior to co-founding Mann Weitz in 1994, Mark worked at Arthur Andersen LLP and Laventhol & Horwath, where he was a tax partner. He also served as director of tax for a large, local CPA firm. While earning his Master of Science in Accountancy, Mark taught accounting at the University of Illinois in Urbana-Champaign. He has also served as an adjunct lecturer at DePaul University and the Illinois Institute of Technology in Chicago. Mark has also spoken before the U.S. House of Representatives’ Ways and Means Committee about tax policies impacting small businesses.

Mark Mirsky

Partner, Tax - Midwest Regional Tax Leader, Aprio

Mark “Coach” Mirsky joined Aprio when his firm, KRD, merged with Aprio in 2025. Mark focuses on partnership, S-corporation, and multi-state taxation as well as counseling start-ups, mergers and acquisition of businesses, and international taxation. While Mark works with manufacturing/distribution, technology, and related industries, he also represents a variety of clients including, healthcare, virtual currency web-based businesses, real estate, construction, retail, and individuals. His background includes working in the international tax group at one of the largest accounting firms in the world and two middle market firms located in the Chicago suburbs, focusing on closely held businesses serving as a firm wide resource for partnership taxation, international taxation, and multi-state taxation. Mark is an Illinois licensed CPA. He also has a master’s in taxation from University of Illinois, Urbana-Champaign. He's a member of the AICPA and ILCPAS. Mark is an instructor for both the AICPA and ICPAS and was recently an instructor for many years with TaxSpeaker teaching CPAs and EAs around the country. He was formerly an instructor for the AICPA National Tax Education Program, Western CPE and Vern Hoven Tax Seminars. He teaches partnership, S corporation, C corporation, individual taxation, and tax law updates. He also was a panelist for the first local Public Forum for the National Taxpayer Advocate office. Mark is a community leader and served as Chairman of the Board for Bartlett Area Chamber of Commerce and sat on the committee to create a Transit Oriented Development Plan for Village of Bartlett. He's also a soccer enthusiast having been to one UEFA Euro Cup and five (including 2026) FIFA World Cups. Currently, Mark is assistant varsity boys’ soccer coach at Bartlett High School. Previously, he was assistant varsity boys’ and girls’ soccer coach for Bartlett High School and assistant women’s soccer coach at Aurora University.