For the Press

Tax Notes Releases Its Year in Review Issue Highlighting the Best in the Federal Tax World

January 6, 2014


Names Lois Lerner Its 2013 Person of the Year


FALLS CHURCH, Va. Tax Notes, Tax Analysts’ weekly publication on federal tax laws, regulations, and policy developments issues, today released its 2013 year in review edition featuring the best in the federal tax world.

Each year, Tax Notes highlights the 10 individuals or organizations that had the most influence in the federal tax world. Lois Lerner was selected the 2013 Person of the Year for her role in the controversy involving the IRS’s handling of exempt organization applications.

“The now former exempt organizations director’s admission and subsequent refusal to testify before Congress contributed to her becoming the public face of the exempt organization scandal,” the editors write. “Although Lerner does not bear sole responsibility for the IRS’s missteps in processing conservative groups’ exemption applications, the publicity of her role in one of the year’s biggest news stories earns her the distinction of being Tax Notes’ 2013 Person of the Year.”

Other candidates include:

    • J. Russell George, Treasury inspector general for tax administration, for the agency’s relentless probing of the IRS’s systems and operations;
    • John Sweeney, chief of branch 8 in the IRS Office of Associate Chief Counsel, and Jesse Eggert, IRS associate international tax counsel, for their work drafting and explaining the 500 pages of final FATCA regulations ;
    • David Kirk, branch 2 attorney, IRS Office of Associate Chief Counsel, for coauthoring a workable set of rules for the net investment income tax under section 1411 following the release of proposed regulations in 2012;
    • Senate Finance Committee Chair Max Baucus and House Ways and Means Committee Chair Dave Camp for their attempts to advance tax reform;
    • Steven M. Rosenthal of the Urban-Brookings Tax Policy Center for his influential role in the discussion of the tax treatment of carried interest income and the tax status of private equity funds;
    • Patricia A. Cain, a professor at the Santa Clara University School of Law, for her role as a consultant on the tax challenges to the Defense of Marriage Act;
    • John L. Marien, director of litigation support at Andreozzi Bluestein Weber Brown LLP, for his part in achieving taxpayer-friendly outcomes in significant tax litigation involving the U.S. Virgin Islands economic development program;
    • Thomas F. Wessel of KPMG LLP for obtaining a private letter ruling approving the tax-free spinoff of a real estate investment trust by a C corporation;
    • Dan Alban, an attorney with the Institute for Justice, for his success in Loving v. IRS, a suit that challenged the IRS’s new rules governing paid tax return preparers; and
    • Don Williamson, a professor at American University, for helping shape the final repair regulations, which had been in the works since comments were requested on capitalization rules in 2003.


Read Tax Notes full year in review issue for 2013 at www.taxanalysts.com/tnperson.