The “Clean Car Tax Credit”: Advising Your Client

Kathy Ploch, CPA Related Seminars and Products

Tax Manager

Durio & Company, P.C.

Kathy Ploch, CPA, currently serves as a Tax Manager at Durio & Company, P.C., in the Houston, Texas area.  She prepares individual, corporate, partnership, estate, trust, and non-profit federal and state tax returns.  She also assists with IRS and collection issues.  She has been with this firm since 2019.  Previous to this position, Kathy worked for Harper & Pearson Company, P.C. where she served as Entrepreneurial Services Department Manager from 2012-1019.  From 1997-2012 she worked as a Tax Manager for Zientek & Company, P.C.  

Kathy received her Master of Business Administration, Accounting degree from the University of Houston in May, 1994 and became a Texas Certified Public Accountant in April, 1999.

Kathy served as President of the Houston CPA Society in 2009-2010 and was the Past Burden Reduction Sub-Group Chair of the Internal Revenue Service from 2009-2011.  From 2006 to the present, she has been on the Board of Directors for the Texas Society of CPAs, serves on the TXCPA Federal Tax Policy Committee, and was a Past-President and volunteer for the Texas Accountants & Lawyers for the Arts.  From 2014-2016, Kathy was a member of the AICPA Advocacy & Relations Committee, and from 2014-2019, she was an online reviewer of IRS Nationwide Tax Forum presentations.  She was a member of the AICPA Tax Executive Committee from 2016-2020.  Since 2020, Kathy has been serving as the Chair of the TXCPA Relations with IRS Committee and as an Associate Member of the AICPA Tax-Exempt Technical Resource Panel.

David R. Stubblefield, EA Related Seminars and Products

David R. Stubblefield, EA, is the Tax Manager at the Dallas, Texas firm, Smith, Jackson, Boyer & Bovard, PLLC. He brings to the firm’s taxation department 38 years of diverse domestic and international federal taxation experience within the Internal Revenue Service. In addition to senior technical work, other positions held during his career with the IRS include; Chief, Examination Branch, Large Case Manager and Senior Regional Analyst. As a regional analyst he provided oversight and direction throughout an eight-state region over key programs that included; Coordinated Large Case Examinations, International, Insurance and the Industry Specialization Program. Dave served on two IRS Commissioner’s National Redesign Teams involved in the reorganization and modernization of the IRS. He was project manager on two national IRS initiatives relating to foreign owned businesses, the Maquiladora Industry Specialization Program and training for Large Case examination personnel. As the Dean of the IRS School of Taxation he led a group to modernize and upgrade the curriculum and methods of teaching and developing IRS Compliance personnel. Working with IRS Counsel and Examination personnel, Dave organized and directed a multitude of litigation strategies and initiatives involving various industries. These efforts resulted in key court decisions and identification of coordinated issues, having nationwide impact. Dave was active in the Service’s Taxpayer Education and outreach activities throughout his career. He developed new IRS training programs and made tax-related presentations to IRS personnel, major universities, foreign trade zones, State of Texas Department of Insurance and tax administrators from foreign countries. Dave joined the private CPA firm sector in December 2000 and is an Enrolled Agent certified to practice before the IRS in tax matters. He is active in tax planning and tax return preparation for individuals, corporations, partnerships and trusts that involve domestic and international clients. In addition he coordinates a substantial volume of IRS Issue Resolution cases, representing clients before the IRS involving audits, collection issues, offers-in-compromise and installment agreements. Since joining the private sector Dave has made presentations to various accounting and professional groups around the country and colleges and universities in the Dallas-Ft. Worth area. He has written published articles for the Journal of Accounting, Journal of Taxation, Tax Practice and The Tax Lawyer. Dave is a graduate of The University of Texas at Austin with a Bachelor of Business Administration in Accounting.