Administrator, Tax Attorney

JERROLD B. SPEERS ***** Heritage Oak Court Reston, Virginia 20194

*******@***.*** 703-***-**** (c) 703-***-**** (h)

Tax attorney, finance executive, manager

Bringing mature judgment and experience to the resolution of daily issues and achievement of long-range goals

Master of Laws in Taxation – analysis and advice concerning federal and state and local taxation; development of internet tax courses for continuing education

Director of Bureaus in two federal departments – Treasury and HHS – experience in management and budget

Treasurer, State of Maine – experience in municipal finance, cash management, and bond issuance

Career History

Tax Attorney and Consultant, 2005 – Present

Created numerous online courses for continuing tax education, including explanations of limitations on losses in corporate acquisitions, regular and Roth IRAs, corporate elections, and tax-exempt organizations

Participated in an investigation of the effects of derivatives, including credit default swaps, on the stability of financial markets

Provided an exhaustive state-by-state analysis and explanation of "add-ons" in state taxation for a national tax publication

Tax Editor, Kleinrock Publications, United Communications Group, 1997 – 2005

Researched, monitored, and explained judicial, legislative, and regulatory tax developments for a national tax publication and a national accounting and tax consulting firm

Compiled an extensive explanation of the taxation of financial products, including constructive sales, conversion transactions, securities futures contracts, commodities derivative financial instruments, original issue discounts, wash sales, options, and treatment of dealers in securities

Researched and produced a monthly publication on tax developments in the State of New York

Tax Attorney and Consultant, 1996 – 1997

Advised an international hotel chain on tax consequences of a major corporate acquisition and successfully established the tax position accepted by the IRS

Analyzed business proposals and monitored and commented on federal and state tax developments

Tax Attorney, National Tax Practice, Coopers & Lybrand, Washington, DC, 1993 – 1995

Provided continuous information and explanation of legislative, judicial, and regulatory tax developments to a nationwide service of accountants and tax practitioners

Executive Director, U.S. Savings Bonds, U.S. Department of Treasury, 1986 – 1990

Achieved annual sales records of bonds by successfully organizing and coordinating the efforts of committees of public and private members

Averted a serious rift in a critical public-private partnership by successfully arguing to the Secretary of the Treasury against lowering interest rates during a campaign to sell government bonds

Effectively addressed and defused complaints of gender discrimination in hiring by providing and requiring all supervisory personnel to undergo training

Jerrold B. Speers Page 2

Acting Director, Deputy Director, Office of Community Services, U.S. Department of

Health and Human Services, 1981 –1986

Developed, presented, defended, and administered multi-million dollar federal program budgets

Administered all aspects of a federal program, including policy development, personnel, procurement, and contract compliance

Contributed to the achievement of a major administration initiative of transforming a national program administered by a federal agency into block grants administered by the states

Achieved every management objective in directly negotiating with a major employees union, resulting in a successful defense to every challenge

Developed and implemented an innovative plan to successfully secure continued employment for over 90 percent of individuals displaced by a federal agency reduction in force

Treasurer, State of Maine, 1979 – 1981

Represented the State of Maine before the Nation's financial community, presenting and explaining its financial condition and fiscal policies to credit rating agencies in preparation for issuing bonds

Established a bidding process for the investment of state cash reserves

Created the first Official Statement for the State of Maine in connection with the issuance of state bonds, resulting in higher bond ratings and significantly lower interest rates

Developed and implemented the State of Maine's first abandoned property program

Majority Leader, State Senator, State of Maine, 1973 – 1979

One of ten legislative leaders determining items and amounts to be included in state budgets recommended for full legislative consideration

Negotiated over both broad policy issues and specific matters with the governor and members of both houses of the legislature, both within my party and with the opposition

Contributed to strengthening the developing but fragile relationship between the United States and China as one of twenty-one legislators from as many states comprising the first American delegation invited to China after the historic visit by President Nixon

Assistant Attorney General, State of Maine, 1970 – 1973

Special Assistant to Assistant Secretary, Office of Educational and Cultural Affairs,

U.S. Department of State, 1969 – 1970

Represented the United States in accompanying foreign journalists on a month-long tour of six American cities during a time of severe upheaval and protest

Secretary of the Senate, State of Maine, 1967 – 1969

Compiled and maintained the official record of Senate proceedings

Attorney, Partner in commercial practice of law, Augusta, Maine, 1966 – 1979

Education

LL.M., Taxation, Georgetown University, 1993

Emphasis on Corporate, International, State and Local, and Tax-Exempt Organizations

LL.B., Georgetown University, 1966

B.A., Government, Colby College, 1963

Phillips Exeter Academy, 1959

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