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2007 Instructors

University of Michigan Instructors

James R. Sullivan, CPA
University of Notre Dame, Accountancy
Member AICPA and MACPA

President, Accounting and Tax Solutions, Inc.
ATS is a full service tax and CPA firm providing consulting, training, accounting and tax services to over 600 individual and 50 small and medium-sized business clients in Michigan.
Jim is an expert in the areas of individual, corporate, payroll, partnership and small business taxation. He is also experienced in the field of mergers and acquisitions for medium and small private corporations and partnerships.
Jim has an energetic and interactive style of teaching, and receives excellent evaluations from UM Tax participants. Jim returns as the lead instructor for the UMtax for 2007.

Byron Otto Kuxhaus
Central Michigan University, BA
Wayne State University, JD
IRS Enrolled Agent
Member of NATP, NAEA, and the State Bar of Michigan
Associate, Accounting and Tax Solutions, Inc.

Byron will return to the instruction team in 2007. He is an expert in creditor-debtor proceedings, probate, insurance litigation and a broad range of taxation issues. Byron has special expertise in tax research. With over 15 years of experience in the fields of law and taxation, Byron has taught successfully with professional firms and the University in tax preparation, and has a participative teaching style.

IRS Instructors

Lisa Martin
Stakeholder Liaison, Great Lakes
Small Business/Self – Employed Division, Internal Revenue Service>

Lisa is a Specialist with the Stakeholder Liaison Field Operations of the Small Business / Self Employed Division of Internal Revenue Service. As a stakeholder liaison specialist her primary focus is on local engagement of payroll and practitioner community and stakeholder organizations to provide information about IRS policies, practices and procedures to ensure compliance with the tax laws.
Lisa joined the IRS in 1988 as a Research / Contact representative in the Automated Collection Branch. She has held several positions with the service including in 1998 securing a position as Revenue Officer in Detroit, where she was responsible for collecting delinquent accounts and securing delinquent tax returns. She provided instruction, and analyzed issues presented by taxpayers, practitioners and IRS employees, promoting voluntary compliance in accordance with the tax laws and regulations. Lisa possesses a vast amount of experience and knowledge in the area of collections.
Lisa Martin is a graduate of the University of Detroit. She holds a Bachelor of Science degree in Business Administration with major emphasis in the area of finance.

Kristy Washington
Senior Stakeholder Liaison Specialist
Small Business/Self-Employed Division, Internal Revenue Service

Kristy Washington works with the tax professional community interfacing between them and the Internal Revenue Service. Washington also has an on-going relationship with the small business community educating them on products and services the IRS has available.
Washington joined the IRS in 1987 as a Taxpayer Service Representative in Oakland, California. In 1989 she was promoted to a Taxpayer Service Specialist and relocated to Detroit, MI. In 1991, she joined the staff in the Office of Public Affairs, as a Public Affairs Specialist, and then later was promoted to the position of Electronic Filing Coordinator.
Washington holds a bachelor’s degree in Criminal Justice from Western Michigan University.

*One or more of these instructors will teach in an individual session of the UMTax Institutes. Session assignments are subject to change at any time.

State of Michigan Instructors

State Instructors*

Jane Delaney
Auditor>

Sara Clark Pierson C.P.A., J.D.
Audit Manager

Daulton Tansil
Auditing Specialist, Technical Services Division

University of Michigan Division of Student Affairs