Rory Backman, CPA
Associate Manager, Income Tax Accounting – Starbucks
Affiliate Instructor
[email protected]
Expertise: ASC 740 Income Tax Accounting & US Corporate Taxation
Bio: Rory received a BA in Business Administration – Accounting as well as a Master of Professional Accounting – Taxation degree from the University of Washington. He spent about 6 years working at Ernst & Young as a tax professional, preparing tax returns and auditing financial results for a range of corporations. Rory currently works at the Starbucks corporate headquarters on the income tax accounting team, preparing the annual and interim consolidated tax expense work papers as well as leading the SOX requirements related to income taxes.
Crystal Finkelstein
Associate Teaching Professor of Accounting & MST Faculty Director
[email protected]
Expertise: Asset Management, Financial Products, Partnership Allocations, Partnership Distributions, Corporate Formations & Liquidations, Corporate Distribution
Bio: Crystal Finkelstein is a Lecturer of Accounting at the University of Washington Foster School of Business and the Co-Director of the Master of Science in Taxation program. Crystal teaches Tax Effects of Business Decisions and Business Taxation at the Undergraduate level, and Tax Issues – Property, Corporations I, Conduits and Speaker Forum in the Master of Science in Taxation program.
Prior to joining the University of Washington as a Lecturer in Accounting, Crystal was a Tax Partner at PwC in Seattle where she focused on the Asset Management practice with an emphasis on alternative investment products. As a Partner at PwC, Crystal provided tax compliance and consulting services to her clients which currently included hedge funds, hedge fund of funds, venture capital funds, and private equity funds in Seattle, Southern California, and New York.
Crystal has experience advising clients on the tax treatment and tax reporting requirements for funds and their investors with a variety of strategies, investments, and financial products including long-short equities, bonds, futures, forwards, mortgage backed securities, asset backed securities, swaps, options, repurchase agreements, rights, warrants, lending activities, Passive Foreign Investment Companies, Controlled Foreign Corporations, and Effectively Connected Income. She has in depth experience with partnership allocations, partnership contributions and distributions of property, entity restructuring, tax basis, voluntary disclosures with both federal and state jurisdictions, withholding tax issues, and IRS audit support.
Crystal holds a Bachelor of Arts in Business Administration with a Major in Accounting from the University of Washington and graduated with honors from the University of Washington with a Master of Professional Accounting. Crystal is a Certified Public Accountant licensed in Washington State.
Christina Fitzpatrick
Affiliate Instructor
Bio: Christina Fitzpatrick brings 24 years of experience working in public accounting on the Human Resources side, specifically within Talent Identification. She spent the bulk of her career at PwC in various HR and recruitment roles, including overseeing the West Region’s Talent Development Team and hiring processes. Christina’s background is in Communications, having started in public relations before moving into professional services. She’s been involved in local and national roles, many focused on how we effectively create and communicate strategy to both internal and external stakeholders. She has a passion for working with students and helping them prepare for their careers by ensuring a solid foundation in business communications and relationship development.
Tyler Henderson
Senior Manager, State and Local Tax, Amazon
Affiliate Instructor
Bio: Tyler’s first role in tax was at Ernst & Young in Seattle where he focused on general state and local tax services including income/franchise, Washington B&O, sales and use, and credits and incentives. Since moving to Amazon over ten years ago, his work has focused primarily on state income taxes, where he interacts with various teams impacted by income taxes and primarily comprises compliance and reporting, audit, provision and policy. Tyler graduated from Weber State University in 2004 with a Bachelor of Arts in Political Science and went on to law school at Seattle University where he completed their JD/MBA program concurrently with the business school in 2009.
Richard Johnson
Attorney
Affiliate Instructor
Expertise: Civil Tax Controversy (Federal & Washington State)
Bio: Rich Johnson represents businesses and individuals in disputes with the Internal Revenue Service and the Washington State Department of Revenue. Rich joined LeSourd & Patten, P.S. in 2006 after graduating cum laude from Seattle University School of Law in Seattle, Washington. While at Seattle University, he focused on tax law and interned with the IRS Office of Chief Counsel, where he assisted in a variety of civil tax controversy cases. Rich completed his LL.M. degree in taxation at the University of Washington School of Law.
On top of his practice, Rich teaches courses in federal tax procedure and federal estate & gift tax in the Master of Science in Taxation (MST) program at the University of Washington, Michael G. Foster School of Business.
His recent cases include, but are not limited to:
- protesting IRS audit determinations
- protesting Washington State Department of Revenue (DOR) audit determinations for in-state and out-of-state taxpayers (including business & occupation tax, sales tax, use tax, cigarette & tobacco taxes); including representing taxpayers accused of using sales suppression (zapper) software
- challenging federal trust fund recovery penalty assessments (unpaid federal employment taxes)
- appealing Washington DOR trust fund accountability assessments (collected and unpaid sales tax)
- representing tax return preparers in protesting return preparer penalties
- general tax collection matters such as penalty abatement, offers in compromise, installment agreements, and resolving lien, levy, and garnishment issues.
Stephen McDonald
Senior Tax Manager, Amazon
Affiliate Instructor
Bio: Stephen currently serves as a senior manager in Amazon’s state and local tax group. During his seventeen-year career in state and local tax, he has worked in public accounting for both KPMG and EY as well as for local law firms. At Amazon, Stephen works in the state indirect tax planning group, where he provides tax guidance for various business lines so they can launch new initiatives in a tax-compliant manner. For eight years he taught various tax classes in Seattle University’s Masters of Accounting program and currently serves on the Seattle University Accounting Advisory Board. Stephen graduated from the College of William and Mary School of Law and earned his LL.M. in taxation from the University of Washington.
Robert Rood
International Tax Manager, Grant Thornton Advisors LLC
Affiliate Instructor – Tax Research and Decision Making
[email protected]
Expertise: Tax Research, International Tax
Bio: Robert Rood is an International Tax Manager at Grant Thornton Advisors LLC where he specializes in providing international tax compliance and consulting services to clients in various industries, including technology, manufacturing, and private equity. Robert has previously been a guest lecturer for the Masters of Science in Taxation program at UW where he taught personal finance for upcoming graduates.
Robert has a Bachelor of Science in Accounting from Florida State University and a Masters of Science in Taxation from the University of Washington. Robert is a Certified Public Accountant licensed in Washington State.