Maury Cartine Managing Director

Prospect Capital

Maury Cartine is a Managing Director providing tax and related services for the Prospect Capital team.  Previously, Maury was the partner-in-charge of the NYC tax department and the co-partner-in-charge of the alternative investment group tax department of Marcum, LLP. He is a certified public accountant in New Jersey and New York and an attorney in New Jersey.  Maury has advised clients on tax and regulatory matters affecting hedge funds and investment advisers beginning with the start-up phase and continuing throughout the life of the fund. Maury attended Seton Hall University (SHU) in South Orange, NJ, where he earned a B.S. in accounting in 1970. Upon graduation, he accepted a full-time position with the IRS as an examining agent and later advanced to the position of reviewer and classroom instructor. During this time, Maury also attended SHU School of Law in the evening where he earned his J.D. in 1976. In addition, he worked at the School of Law’s free legal clinic for clients struggling to overcome alcohol and drug addictions. Maury also served in the New Jersey Army National Guard and completed his service as an Officer in 1976. Rothstein, Kass invited Maury to lead its newly created tax department in 1980. During a twenty-five year career at Rothstein, Kass, Maury served as the principal-in-charge of the worldwide tax practice, the firm’s vice president and a member of the board of directors. Maury was a key contributor to the firm’s fund administration business which was acquired by BISYS in 2005 and he was selected to lead the operations during the transition period following the acquisition. Following completion of the transition period, Maury joined Marcum, LLP. Maury has been a frequent speaker at financial services conferences throughout the world given by some of the biggest names in the conference industry. He has also presented seminars to various groups, including the New Jersey Society of Certified Public Accountants, the New Jersey Institute for Continuing Legal Education, the Foundation for Accounting Education, and the financial services industry. Maury served as an adjunct professor teaching estate and gift tax at the Seton Hall University Masters in Taxation Program and he continues to serve as a mentor in the Leadership Development Honors Program at Seton Hall. Maury serves on the President’s Advisory Council for Seton Hall University and is a member of the board of advisors to the Seton Hall University W. Paul Stillman School of Business and the Seton Hall University School of Law. His professional affiliations include memberships with the American Institute of Certified Public Accountants, the New Jersey Society of Certified Public Accountants, the New York State Society of Certified Public Accountants (NYSSCPA), the American Bar Association and the New Jersey Bar Association. Maury served as the chairman of the NYSSCPA Taxation of Financial Instruments & Transactions Committee and previously served as the vice-chair and chairman of the committee’s annual conference. Maury served on the search committee that selected the Dean of Seton Hall Law School. Maury has been actively involved in a number of charitable activities. He served on the grant committee for Hedge Funds Care, an alliance of hedge fund industry professionals dedicated to the prevention of child abuse and treatment of those who have been victimized. Previously, Maury served on the young leadership cabinet of the United Jewish Appeal. He has also served as the public spokesperson for the municipalization of the Montville Township Public Library and participated and contributed to the first two children’s playgrounds in Montville. Maury served as a member and the vice chair of the Montville Township Zoning Board of Adjustment for 14 years. More recently, Maury serves as a Director of the Friends of the Upper Delaware River, a nonprofit organization dedicated to the environmental protection of the upper Delaware River.

Shehan Chandrasekera Head of Tax Strategy

CoinTracker

Shehan is one of the handful of CPAs in the country who is recognized as a subject matter expert on cryptocurrency taxation. He is the Head of Tax Strategy at CoinTracker, a Forbes Crypto Tax Analyst and a CPE instructor who has won multiple awards: 2020 & 2019 CPA Practice Advisor 40 under 40 accounting professionals, Outstanding Young CPA of the year, Rising Star of Texas & Among 21 accountants mentioned on Accounting Today who will be helping shape (and reshape) accounting in 2020 and beyond by Accounting Today. Shehan is a renowned speaker who has done speaking engagements with many organizations including Google, Coinbase, Square, Consensus, Coindesk, Lyft, AICPA, American Bar Association, and a plethora of state CPA Societies.

Miri Forster Partner and National Tax Controversy Leader

Eisner Advisory Group LLC

Miri Forster is a Partner and National Leader of the Tax Controversy practice, specializing in providing tax dispute resolution services to public and private corporations, partnerships and high net worth individuals on a wide range of technical and procedural issues. She has over 20 years of IRS practice, procedure, and tax controversy experience.

Miri represents businesses and individuals before the IRS Examination and Appeals Divisions on complex domestic and international tax issues. She also obtains private letter rulings from the IRS National Office, including 9100 relief requests for missed elections. Miri assists clients with voluntary disclosures of inadvertent income, international information return, withholding, and payroll tax compliance errors, obtains penalty abatements and refunds, resolves IRS account issues, and advises on a broad range of IRS practice, procedure and dispute resolution matters.

Prior to joining the firm, Miri was a Tax Controversy Principal at a Big 4 firm. Miri also previously served as an Attorney-Advisor at the United States Tax Court in Washington, D.C., and is an attorney licensed in the states of New York and New Jersey as well as Washington, D.C.
Miri is a frequent speaker on IRS enforcement trends, the centralized partnership audit regime and its impact on pass-through entities and investors, voluntary disclosures of inadvertent tax compliance matters and related penalties, and other IRS practice, procedure and dispute resolution topics.

Miri was named a 2022 honoree of the Executive Women of New Jersey’s Policy Makers. She also serves as Co-chair of Women of EisnerAmper, New Jersey Chapter.

Mark Leeds Partner

Mayer Brown

Sulolit “Raj” Mukherjee Executive Director, Compliance & Implementation, Office of Digital Asset Initiative

IRS

Timothy Noonan State Tax Lawyer

Hodgson Russ, LLP

Tim focuses his practice in the state and local tax area. His work primarily involves New York State and New York City tax litigation and controversy. Over the past 23 years, he has handled more than 2,000 personal income tax, sales tax, corporate tax, or other New York tax audits. Tim also has handled about 100 cases in New York’s Division of Tax Appeals.

Tim leads the firm’s Tax Residency Practice and he is one of the leading practitioners in this area of the law. He has handled some of the most high-profile residency cases in New York over the past decade, including a 2014 win in the Gaied case, one of the first New York residency cases to ever reach New York’s highest court. He is often quoted by media outlets, including The Wall Street Journal The New York Times and Forbes, on residency and other state tax issues. And under his direction, the Tax Residency Practice authored What to Expect in a Residency Audit, a detailed guide to residency rules and audits in New York and other states.

As the “Noonan” in “Noonan's Notes,” a monthly column in Tax Notes State, Tim is a nationally recognized author and speaker on state tax issues. He co-authored the 2018 edition of the CCH Residency and Allocation Audit Handbook and Contesting New York State Tax Assessment- Fourth Edition, published by the New York State Bar Association. In addition, Tim has served as a contributing author or editor for several other tax publications and treatises, including the American Bar Association's Sales and Use Tax Deskbook, the "New York Sales Tax Guide" published by practicallaw.com, the corporate apportionment chapter in Thomson Reuters’ Checkpoint Analyst, the New York chapter of LexisNexis’s Practice Insights, and the New York Tax Litigation chapter in Thomson Reuters’ Commercial Litigation in New York State Courts treatise. He has also written more than 250 articles in state and local tax publications around the country over the past several years, and he runs the award-winning Noonan's Notes Blog, where he and his colleagues offer regular commentary on developments in the world of New York and multistate tax law. Tim also speaks on state tax issues for audiences around the country on an average of 20 times a year, including a regular stint on the CCH webinar circuit.

Tim also has handled a significant number of residency and sales tax issues in other states, including work with many national and international clients on multistate compliance or voluntary disclosures. He has also appeared before the Connecticut Supreme Court and the Michigan Court of Appeals in litigated matters and is admitted to practice law in Connecticut.

Lee Sheppard Tax Commentator

Tax Analysts

Lee Sheppard, is a contributing editor of Tax Analysts' Tax Notes. Sheppard is one of the most widely read and respected tax commentators in the world. She has been a mainstay of Tax Analysts’ publications for 30 years. Trained as a lawyer, Sheppard specializes in cutting-edge financial issues, such as derivatives and hedge  funds, and taxation of multinational corporations. She is frequently asked to speak on tax subjects. She has appeared on television shows such as 60 Minutes and Frontline, as well as in the documentary We’re Not Broke. She also writes a blog for Forbes.

Tax Analysts, the publisher of Tax Notes and related publications, is a nonprofit publisher that provides the latest and most in-depth tax information worldwide. www.taxanalysts.com.

George Texieira Partner

Anchin

George Teixeira, CPA, is a tax partner at Anchin. He is a Co-Practice Leader of the Firm’s Private Equity Group, Tax Leader of the Firm’s Financial Services Practice and a member of its Private Client Group. George is experienced in servicing the alternative investment, private equity and financial services industries. His expertise includes tax planning for high net worth individuals, investment partnerships, investment advisors, broker-dealers, venture capital companies, hedge funds (and their investors), investment partnership management companies and general partner entities. He specializes in the taxation of securities transactions and financial services companies, in addition to offering tax compliance and consulting services for a diversity of entities and individuals.

Seth Wilks Executive Director, Strategy & Development, Office of Digital Asset Initiative

IRS