User:Frank Wolpe/sandbox

FRANK Wolpe, ESQ, CPA, EA - Professor Emeritus Frank Wolpe, Bentley University

RECENT PUBLICATION: "A WHITE PAPER ON EXECUTIVE ACTION TO RESTORE TRUST IN THE INTERNAL REVENUE SERVICE BY REBUILDING FIELD OPERATIONS" (Subtitle: If you see something, say something; and make no mistake, restoring trust in the IRS is a national security need.) By Professor Emeritus Frank Wolpe, Bentley University:

APPOINTMENTS: Former Member, IRS Commissioner’s Advisory Group (CAG); former Special Consultant on IRS Matters, President’s White House Grace Commission; Past-President, Federal Bar Association, Boston; Professor Emeritus and Founding Director, The Graduate Tax Program, Bentley University; Contact - fwolpe@bentley.edu.

PRACTICICNG TAX ATTORNEY,with a Tax Controversy Practice: As an advocate, in the discharge of his duty, Frank Wolpe knows but one person in the world, and that is his client. He has practiced extensively as a tax attorney representing clients in civil and criminal tax controversies. He is a member of the Bar for the Commonwealth of Massachusetts, the United States Tax Court, and the Federal District Court at Boston. As a practicing tax attorney, his “tax controversy practice” has provided him with significant experience in representing clients before the Internal Revenue Service. Interestingly, most work comes by referral mid-way in the process, which means he is frequently invited to help someone else's very important client. He respects that relationship, so he prides himself on his responsiveness to the needs of referring professionals. The advocacy work usually involves complex IRS field examinations, appeals and/or high-risk IRS criminal investigation (known as Eggshell Audits).

NATIONAL RECOGNIZED: Frank became a nationally recognized tax attorney, consultant and teacher of tax law as Founding Executive Director of the Center for Tax Studies (and the Graduate Tax Program) at Bentley University, where he now serves as Professor Emeritus. A graduate of the Boston University School of Management, where he majored in accounting, he went on to law school and an L.L.M. in Taxation degree.

PROFESSIONAL LEADERSHIP: Prior to his innovative successes in tax education and personal financial planning at Bentley University, Wolpe served as both an attorney-appeals officer and Chief, Quality Review Staff with the Internal Revenue Service in Boston. Before that, he practiced with international accounting firms (first, as an auditor and then later, as a tax manager). While he served as an active member of the American Bar Association (ABA) and American Institute of CPA’s (AICPA), he is also a past President of the Boston Chapter of the Federal Bar Association, a former member of the Board of Delegates of the Massachusetts Bar Association, and an Honorary Lifetime Member of the Massachusetts Association of Accountants.

BOARDS, COMMISSIONS AND CONFERENCE CHAIR:: Over the years, Frank has found time for positions of leadership in civic associations, which has included work as a trustee of a community hospital (Chair, Audit Committee), trustee of a billion dollar bank (Audit Committee) and member of the Newton, MA (his home city) Crime Prevention Commission (Chairman) and Human Rights Commission (Advisory Council). In addition, he has served as a Director of the Park Street Corporation, a public service “think-tank” in Boston. He has been appointed as a member of the IRS Commissioner’s Advisory Group in Washington, D.C., as a consultant to the U.S. Treasury during the administration of President Carter, and as Special Consultant on IRS matters to President Reagan’s Private Sector Survey (The Grace Commission). Since the time when he was the first Chairman of the Massachusetts-IRS Practitioner’s Liaison Committee, he continues to be active in efforts to improve Federal and state tax administration. He founded a National Institute on Federal Taxation, first at Boston University School of Law, and then again, at the Center for Tax Studies - Bentley University and the Massachusetts Association of Accountants (where he is a Lifetime Honorary Member).

MILTARY SERVICE: Earlier, he served as an active and reserve military officer, attaining the rank of Major, in the United States Army Reserve (USAR). Most recently, he was elected to membership in the Ancient and Honorable Artillery Company of Massachusetts.

PUBLICATIONS: Wolpe has published and spoken throughout the nation. His most recent publication is “A White Paper on Executive Action to Restore Trust in the Internal Revenue Service by Rebuilding Field Operations,” ABA Section of Taxation NewsQuarterly (cover story), Winter Issue 2014. He is also the recipient of numerous awards and citations for distinguished public service. In addition to the Bentley University Award for Teaching Excellence; and he is a member of Beta Gamma Sigma.

PRIVATE LIFE: He is married to Abby Morales and has two sons. He serves as Honorary Chairman of “The Wolpe Fund” established to provide scholarships (called Wolpe Scholars) at the graduate level.