Location: Room 216, Hart Senate Office BuildingOpen in New Window
The Permanent Subcommittee on Investigations’ held two days of hearings, November 18 and 20, 2003, examining the role of professional organizations like accounting firms, law firms, and financial institutions in developing, marketing and implementing tax shelters. The Subcommittee heard from tax experts, as well as representatives from accounting firms, law firms, financial institutions, and a panel of government regulators.
In conjunction with these hearings, the Subcommittee Minority Staff issued a report entitled "U.S. Tax Shelter Industry: The Role of Accountants, Lawyers, and Financial Professionals." The Report is available via the link located at the top left corner of this webpage.
Debra S. PetersenDownload Testimony (55k)Tax Counsel IVCalifornia Franchise Tax BoardRancho Cordova, CA
Calvin H. JohnsonDownload Testimony (41k)Andrews & Kurth Centennial ProfessorThe University of Texas at AustinAustin, Texas
Mark WatsonDownload Testimony (62k)Former PartnerWashington National Tax, KPMG LLPWashington, D.C.
Philip WeisnerDownload Testimony (16k)Partner in ChargeWashington National Tax, Client Services, KPMG LLPWashington, D.C.
Jeffrey EischeidPartnerPersonal Financial Planning, KPMG LLPAtlanta, Georgia
Lawrence DeLapRetired National Partner in ChargeDept. of Professional Practice - Tax, KPMG LLPSan Francisco, California
Larry ManthFormer West Area Partner in ChargeStratecon, KPMG LLPLos Angeles, California