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Professional Tax Institutes, Inc.

DEVELOPING  ACCOUNTING  PROFESSIONALS  FOR OVER  40  YEARS

RANDALL R. CARLSON, EA, ABA, ATA, ATP, ARA

President/Speaker

As president of Professional Tax Institutes, Inc., Randy has been in public practice for 39 years. He is a graduate of Kansas State University. He is also enrolled to practice before the IRS and holds all four ACAT credentials. Randy is a managing director at Sink, Gordon & Associates, LLP in Manhattan, KS, as well as the office manager of the firm’s branch in Clay Center, KS.

Randy is a past president of the Public Accountants Association of Kansas, and has served on numerous legislative and taxation committees at state and national levels – here he has provided both oral and written legislative testimony. Randy has edited educational material for four national tax seminar efforts and is a two-time recipient of the NSA National Editorial Award. He has spoken at hundreds of venues and to thousands of practitioners across the country.

For the past 25 years Randy has been part of a radio broadcast team covering local high school sports. He is an avid outdoorsman and sportsman, has been involved with youth sports for many years, serves his church and community, and treasures time at home whenever he can get it. His wife, Suzi, retired after serving 21 years as Municipal Judge and is currently serving in the House of Representatives for the State of Kansas. Randy and Suzi have a daughter, son-in-law, two sons, daughter-in-law, and two granddaughters located in three different states.

PAUL C. BUMGARNER, EA, ABA, ATA, ATP, ARA

Speaker / Shareholder

Paul is a sole practitioner in Charlotte, NC.  After opening his practice in 1974, he became an enrolled agent in 1977. Paul attended the University of North Carolina at Charlotte and is a graduate of Central Piedmont Community College with a degree in accounting. He has served as a seminar speaker for various accounting organizations for more than 35 years, 20 of which as a farm and small business tax instructor for NC State University.

Paul is a past president of the National Society of Accountants and North Carolina Society of Accountants. Active in the bowling community, he is also a former president of the Southeast Bowling Association and was elected to the SBA Hall of Fame in 2011. He served as executive director of the Charlotte Bowling Association, Inc.

Paul has been involved in the local community for many years, serving as a charter member and president of the Rotary Club of North Mecklenburg County. As well as usher co-chair at the Providence United Methodist Church for over 30 years; he has served as president of the Christian Home Class three times over the past 41 years.

Paul has been blessed with a loving wife, Marie. They celebrated their 55th wedding anniversary in April 2019, along with their two wonderful daughters, Penny and Renee and two equally great grandchildren Jasmine and Jeffrey. Jasmine blessed them with their first great grandson, Graysen, on July 5, 2015 and first great-granddaughter, McKinnley Marie, on September 19, 2018.

Ronald D. Powell, EA

Speaker

After serving in the US Air Force for 24 years, Ron retired as a Lieutenant Colonel in 2005 at Pope Air Force Base in North Carolina.  In 1996, he purchased Powell & Powell Accounting, Inc. in Asheboro, NC from his father, Wade J. Powell, who established the firm in 1980.  Ron says working with his dad for almost 10 years was one of the best times in his career.

 

Ron is a graduate of East Carolina University, BA and a graduate of Webster University, MA summa cum laude.  He has more than 22 years of experience in accounting and tax preparation. He is enrolled to practice before the IRS. His firm is well respected and in 2018 was voted “Best of the Best” in Randolph County for Accounting Services & Tax Return Preparation.

 

Ronald is a Past-President of the North Carolina Society of Accountants, a member of the National Society of Accountants (NSA), and National Association of Enrolled Agents (NAEA).  Since joining NCSA, he has been a continuing education speaker for more than 15 years in North Carolina.

 

He has been married to his wife, Latefa, since 1981. They have twins, Amanda and Robert. He is active in the local community as a member of First Baptist Church, Asheboro, the Asheboro Lions Club, and the Asheboro/Randolph Chamber of Commerce.

Frances J. Coet, CPA/CFF, CVA, CFP®, MAFF

Speaker

Fran Coet is a principal at Coet 2, CPAs, PC, in Westminster, Colorado. The firm prepares more than 1,000 returns (business and personal) each year. While specializing in small business, they prepare taxes for businesses of all sizes.

Fran worked for the IRS early in her professional career, assisting taxpayers through the then Problem Resolution Office, and was trained as an instructor. Leaving the IRS, Fran worked at a downtown Denver CPA firm, specializing in high-income and complex tax returns and, litigation support.

In 1986, Fran started her own firm. In addition to her tax knowledge and experience in estate planning, Fran has qualified as an expert witness regarding business valuations, professional ethics, and income tax issues in litigation environments. She was also an instructor and author of tax law topics for Gear-Up, owned by Thomson-Reuters.

She graduated from Regis University, magna cum laude, with a major in business administration and a minor in economics. Fran was married to John Coet, a CPA and CFP, for more than 35 years before his death March 25, 2019. Between them, they have five children  a total of eighteen grand- and step-grandchildren, and one great-grand-daughter.

STEVEN R. RATHBUN, CPA

Research Coordinator

Steve Rathbun is a tax manager with Sink, Gordon & Associates, LLP, a large accounting firm headquartered in Manhattan, Kansas. He is a 1973 graduate of Kansas State University, where he earned his BS degree in accounting and business administration.

Prior to joining Sink, Gordon & Associates, LLP in 2003, Steve worked in private accounting for six years, another six years was spent as a revenue agent with the Internal Revenue Service, and for seventeen years, he worked with various CPA firms.

Steve has served as a writer for PTI's tax manual for several years. He is a board member of the Public Accountants Association of Kansas and a member of the American Institute of Certified Public Accountants. He is a member of the Manhattan Catbackers, and has two children and one grandson. 

ANGELA R. KIDD, CPA

Kidd CPA, PLLC

Angela Kidd is the owner and principal of Kidd CPA in Naples, Florida. Her firm supports a variety of clients and offers services that are uniquely tailored to each client'd needs. She graduated from the University of St. Francis, Fort Wayne, Indiana, with a Bachelor of Science degree in accounting. She has been a licensed CPA since 2005. 

Angela opened Kidd CPA, PLLC in 2010. The firm specializes in taxation, accounting, and consulting for individuals and small businesses. Having worked in both public and private industries, Angela uses this experience to create and deliver a superior level of support to her clients based on their unique circumstances. 

Originally from Fort Wayne, Indiana, Angela is a licensed CPA in Indiana and Florida. She is member of the American Institute of CPAs, the Florida Institute of CPAs, the Florida Society of Accountants, and the National Association of Tax Professionals. Angela is a past board member of the Children’s Home Society and past president of the ABWA, Neapolitan Chapter. 

Angela lives in Naples with her husband, David, and enjoys spending time with family and friends.