Joshua Wu, a former Deputy Assistant Attorney General (DAAG) for Appellate and Review in the Tax Division of the US Department of Justice (DOJ), counsels and advocates for companies and high-net-worth individuals on all aspects of tax controversies and litigation. Mr. Wu advises on tax accounting disputes, corporate and partnership transactional issues, international questions, employee benefits matters, and tax-exempt controversies. He brings a unique knowledge base and skill set to his clients, drawing on his experience both in senior leadership roles in the DOJ’s Tax Division and private practice.
 
Most recently, when Mr. Wu served as DAAG, he oversaw virtually all appeals in civil federal tax cases throughout the country and managed a 40-lawyer team. He also represented the United States in oral appellate arguments, evaluated and approved significant civil settlement offers, and furnished advice to the Tax Division’s trial sections in complex tax cases.
 
Mr. Wu previously served as DAAG for Policy and Planning, where he led the Office of Management and Administration (OMA) at DOJ. In that role, he led the operational functions of the Tax Division and led the Office of Legislation and Policy, which works with the Department of Treasury, the IRS, and other agencies on legislative, regulatory, and policy initiatives. Before his government service, Mr. Wu was a partner at a large international law firm. 

Bob Bennett began his tax career in 1986 preparing returns by hand for H&R Block. Over the past 30 years he has worked in a variety of positions including, Tax Manager at several large and mid-sized CPA firms, Revenue Agent for the IRS, and in management at several tax software companies. Bob is a CPA, Enrolled Agent, and has his MBA. Currently, Bob is Product Manager for Bloomberg Tax of several of their software offerings, including Income Tax Planner™, Estate & Gift Tax Planner™, along with their tax preparer products. Bob has seen the power of tax planning first-hand and how, when done properly, it can benefit firms, clients, and staff.