Page * of *

LYNNE PEACE, ESQ.

United States of America

** ******

Active Secret

Open to the Public, VRA/VEOA, Schedule A

State of Maryland

Supreme Court of the United States of America

United States District Court of Maryland

Court of Appeals of Maryland

United States Court of Appeals for Veterans Claims United States Tax Court

SUMMARY OF QUALIFICATIONS

Tax Attorney with over seven years of specialized experience providing legal advice regarding tax cases involving individuals, small business, tax controversy clients,

Additional 18-month tenure as Tax Associate for IRS providing legal support in investigation, preparation, and presentation of government cases against taxpayers.

Numerous years of experience representing clients before IRS and Maryland tax court resolving tax controversy cases.

Distinguished military career as Senior Military Officer (Lieutenant Colonel) with qualifications in financial management, strategic planning, operations management, and risk/crisis management.

In addition to multiple bar admissions including the US Tax Court, holds Master of Law in Taxation and Master of Public Health Degrees.

Calm and professional demeanor with ability to communicate effectively with broad range of clients, IRS representatives, legal representatives and other stakeholders.

Strong organizational and time management skills, handling large caseloads, and implementing tracking systems to ensure clear view of issues, impending deliverables and deadline adherence. PRACTICE AREAS INCLUDE

PROFESSIONAL EXPERIENCE

WARD CHISHOLM LAW FIRM 11/2021- Present

Bethesda, MD

Tax Attorney

Represent Clients nationwide in the collection, examination, and appeals matter pending before the IRS, and other state taxing authorities. Represent client in civil matters pending in the United States District Court, the United States Tax Court and the Maryland Tax Court. Annapolis, MD 21402

301-***-****

adt9x7@r.postjobfree.com

Citizenship:

Veterans Preference:

Security Clearance:

Hiring Paths:

Bar Admissions:

Client/Witness Interviewing

Legal Tax Analysis

IRS Collection

Tax Litigation

IRS Audits and Appeals

IRS Collection Cases

Innocent Spouse Resolution

Installment Agreement

Federal/State Tax Law Collection/

Offer in Compromise Matters

Complex Tax Matters involving Levies

Federal Income Tax Consulting

LYNNE PEACE, ESQ.

301-***-****

Page 2 of 5

SELECTED ACCOMPLISHMENTS:

• Reviewed Income Tax of Examination Changes and submitted IRS appeal to contest the adjustments made on the joint income tax after the spouse had died.

• Negotiated with the Maryland tax department to remove the flag from client’s Driver’s License as a result of Client having an Outstanding tax bill. Maryland Tax Collection Officer provided the 10 precent amount required after considering the outstanding issues provided.

• Represented Client before the IRS and successfully removed the lien from his property by providing evidence that expenses incurred were in the ordinary and necessary course of his business and created an estimated payment amount that was acceptable to the client and the agency.

• Prevailed in obtaining Taxpayer relief of client’s $195,000 DC tax bill by asserting the reasonable cause explanation provided in IRM 20.1.

• Prevented client from having to pay an outstanding bill as a result of neglecting to include her real estate taxes on her tax by submitting Hud1 and closing statement and reviewing all credits to determine entitlements and eligibility.

• Resolved client’s tax liability by assisting him with an installment agreement for he was not eligible for the Offer in Compromise due to his excessive income. LAW OFFICE OF LYNNE PEACE 05/2015 – 11/2021

Towson, MD 40 hours/week

Tax Attorney

Established and manage law practice focused on Tax, Estate, Veterans Benefits and Family Law, particularly clients under audit or facing penalties from the IRS and other state/local tax agencies. Ensure profitability, cost control, and operational efficiency of law firm. Perform all business accounting, marketing, administrative management, and community outreach activities.

• Provide counseling to individual taxpayers regarding actual IRS infractions and methods for repayment. Provide technical tax law advice on newly enacted legislation, complex tax law issues, referrals, changes in regulations and policies.

• Assess individual federal and state tax returns and financial records, conducting comprehensive reviews of client accounts and financial transactions to ensure compliance with state and federal tax requirements and statutes while minimizing tax exposure.

• Litigate Family law and Tax Liability claims before United States District Court of Middle District of Pennsylvania and Maryland Tax, Circuit and District Court, appealing claims, and initiating installment agreements with Internal Revenue Officer.

• Communicate regularly with clients, resolving all accounting issues quickly and effectively either orally or in writing to ensure complete satisfaction and accuracy of financial data. Advise clients on IRS collection tools including Levy, Notice of Federal Tax lien, seizure, and suits.

• Carefully explain filing and payment compliance requirements to diverse range of clients. including Failure to File, Failure to Pay, and Failure to Make Required Estimated Tax Payment Penalties Explain relevance of practices to federal and state tax regulations and detailed possible penalties for non- compliance.

• Provide client education regarding tax delinquency mitigation including adjusting Federal Income Tax Withholding for wage earners, making Estimated Tax Payments for Self Employed individuals, and Monthly, Semi-weekly, or Next day deposit requirements for Business taxpayers. LYNNE PEACE, ESQ.

301-***-****

Page 3 of 5

• Interpret and apply Collection Appeals Program and Collection Due Process to ensure client rights protected. Evaluate client viable Offer in Compromise packages as well as Doubt as to Liability versus Doubt as to Collectability.

• Maintain and update complex case files. Track all case activities and developments; research delays and addressed emergency legal situations. Facilitate flow of information between stakeholders, assessing issues, and referring administrative or legal topics appropriately.

• Continually update knowledge of emerging tax laws, regulations and court decisions through professional development courses, workshops and seminars, and independent study. SELECTED ACCOMPLISHMENTS:

• Personally argued and obtained multiple victories of difficult, complex, and important tax cases via summary judgment, negotiated numerous five- and six-figure settlements, and managed several appeals.

• Replaced Personal Representative who was 20-year experienced Attorney with Resident Agent and out of state relative resulting in motion for removal of PR granted and proper PR appointed.

• Fostered and maintained collaborative relationships with government agency representatives and prosecuting attorneys, providing them with subject-matter expertise regarding Tax law matters.

• Furnished legal advice and opinions to clients on wide variety of legal problems varying in degree of difficulty from routine with analogous precedents to exceptionally complex with no precedent.

• Developed highly sophisticated and refined knowledge of analytical techniques to resolve numerous complex cases requiring an in-depth knowledge of applicable portions of Internal Revenue Code, and IRS collection and enforcement procedures.

INTERNAL REVENUE SERVICE (IRS) 01/2014 – 08/2015

Office of Chief Council, Louisville, KY 40 hours/week Legal Associate (Paid Internship)

Conducted extensive legal research on issues related to federal income taxes, estate and gift taxes, and partnership taxes, as well as administrative matters. Provided research support to litigation teams in United States Tax Court. Wrote Legal Memoranda and other documents, including pretrial motions, memoranda, and motions for summary judgment, ensuring written products conform with court rules.

• Examined individual federal income tax documents to determine correct tax liability based on Internal Revenue Code and regulations. Analyzed issues producing significant tax or compliance effect and the potential for collection when determining scope and depth of examination.

• Reviewed financial documents to ascertain sources and amounts of income, reporting requirements, pensions, amount and whether deductions are allowed, gains and losses from sale or exchange of personal property or income-producing assets, and credits.

• Identified appropriate tax laws and facts needed to resolve the issues, prepare audit plan and schedule for conducting examination, identify sources of information, and determine any need for functional area specialists.

• Secured, analyzed, and interpreted taxpayer records. Used appropriate resources to ascertain facts of issues. Reviewed financial documents to ascertain sources and amounts of income, reporting requirements, pensions, amount and whether deductions allowed, gains and losses from sale or exchange of personal property or income-producing trusts, assets, and credits.

• Identified areas of error or abuse, including isolating instances of non-filers and possible fraud. Interpret and applied trends in tax evasion methods and techniques and recognize indicators of fraudulent activities, such as understatement of income and improper deductions. SELECTED ACCOMPLISHMENTS:

LYNNE PEACE, ESQ.

301-***-****

Page 4 of 5

• Independently drafted motion for Summary Judgment in collection due process case. Drafted pleadings for Small Case Procedures “S cases” where amount of deficiency less than $50,000.

• Prepared numerous informal discovery letters requesting the taxpayer exchange information and documents with the IRS in advance of formal discovery.

• Wrote Stipulations of fact in compliance with Tax Court rules, based on evidence exchanged prior to trial, including child tax credit, earned income credit, filing status, innocent spouse, dependency exemptions, and educational credit.

• Researched Tax law issues in Westlaw, LexisNexis, IRS Code, Manual, Integrated Automation Technologies (IAT)Tool and Interactive Tax Law Assistant (ITLA) that include child tax credit, earned income credit, filing status, offers in compromise, installment agreements, and other tax law issues identified in Petitions.

US ARMY 06/1991 – 09/2014

Last duty station: Ft. Knox, KY 40 hours/week

Branch Chief, Lieutenant Colonel, 01/2010 – 09/2014 As Chief, Support Branch, Casualty and Mortuary Affairs Operation Center (CMAOC), recruited Reserve Component Soldiers and maintained Operational Requirements Strengths for 9 branches within CMAOC directorate. Trained, supervised and evaluated team of 26 military officers, supervisors and enlisted personnel. Forecast and administered $3.5M annual operating budget.

• Planned and coordinated workloads, assigned and adjusted priorities, and provided technical guidance. Performed one-on-one counseling to improve personnel performance through focused assessment of problem areas and positive re-enforcement of abilities to attain excellence.

• Facilitated collection and maintaining of all applicable documentation and processed personnel actions including appointments, promotions, reassignments, status changes, insurance changes, benefits changes, separation, training, pay adjustments, reenlistments, travel, awards, performance evaluations, and advancements.

• Prepared official written correspondence for military families; Led critical communications, coordination, accountability, and execution of high-volume critical tasks as the Message Center Manager. Conducted oral briefings to key Army National Guard Directors and VIPs. SELECTED ACCOMPLISHMENTS:

• Provided tax guidance and tax preparation services for military service members by ensuring appropriate credits and deductions were applied to service members’ tax returns.

• Advised personnel located in hazardous duty-zone assignments about retirement contributions, moving expenses, travel, transportation, and education expenses in relation to tax filing.

• Addressed combat zone exclusion, retirement contributions, sale of a home, reasonable unreimbursed moving, travel, transportation, educational expenses, and moving expenses.

• Supported the Internal Revenue Service Volunteer Assistance Program and assisted military personnel resulting in over $1.3M in savings on taxes due.

Assistant Branch Chief, 01/2009 – 01/2010

Developed, supervised and evaluated 35 military personnel in support of US Army Long Term Family Case Management call center providing provides one-stop resolution assistance for soldiers’ survivors, helping with questions regarding benefits, outreach, advocacy and support. Provided Long-Term support to survivors of members who passed away while on active duty since 2001.

• Served as technical advisor and consultant for the command on all aspects of center operations and requirements for equipment maintenance and capability.

• Provided analysis of Congressional Reporting requirements, the Defense Military Construction bill, and the Authorization and Appropriating Bill as they progressed through their final stages. LYNNE PEACE, ESQ.

301-***-****

Page 5 of 5

• Researched and evaluated the impact of Congress's legislative proposals related to Budget, Contract, Administrative law issues, legal policy, and Base Realignment and Closure. SELECTED ACCOMPLISHMENTS:

• Prepared and delivered sensitive oral and written communications in response to operational inquiries from Congress, the White House, Department of Defense (DoD), Secretary of the Army, and general Congressional Liaison.

• Directed entire project lifecycle of successful relocation of 200+ personnel from Virginia to Kentucky via the Base Realignment.

• Facilitated efficient and effective implementation of vital Army-wide policies relating to Long-Term Family Case Management and Survivor Outreach Services.

Served in increasingly responsible logistics and health services roles from 06/1993 to 01/2009 EDUCATION

Certificate in Family Law, University of Baltimore School of Law, Baltimore, MD, 2019 Master of Law in Taxation, Thomas Jefferson School of Law, San Diego, CA, 2013 Juris Doctor, Thomas M. Cooley Law School, Lansing, MI, 2003 Master of Public Health, Meharry Medical College, Nashville, TN, 1993 Bachelor of Science in Health Administration, Norfolk State University, Norfolk, VA, 1991 VOLUNTEER ACTIVITIES/AFFILIATIONS

Pro bono Attorney: Maryland Volunteer Lawyer’s Association Board Member: Baltimore City Board of Trustees, Baltimore County Bar Association Member: Judicial Selection Committee for Maryland Court of Appeals Member: American Bar Association, Maryland State Bar Association-Taxation Section Member: Alliance of Black Women Attorneys

Mentor: Alpha Kappa Alpha Sorority Inc Silver Life Member AWARDS

Meritorious Service Medal (3) Army Commendation Medal (3) Army Achievement Medal National Defense Service Medal

Contact this candidate