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Planning BasisTAX PLANNING · RESEARCH & INSIGHT
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Planning Basis research deskSection 06 · Page 2 of 16Last updated 3 November 2026
Potential contributor Public basis for relevance Suggested discussion Qualification before invitation
Mark Gallegos AICPA’s episode identifies him as a CPA/MST and Porte Brown partner Current-law modelling and proposal assumptions Confirm current role, availability and conflicts. Tax Section Odyssey — Tax planning unleashed, 14 November 2025
Alexis Gallati Firm biography identifies her as an EA and describes medical-professional tax work Physician-owner planning and implementation Verify current standing separately from the biography; discuss supplier commercial interest. Cerebral — Alexis Gallati professional biography
Carl Oliveri Grassi biography identifies a construction practice leader with method-analysis and financial-modelling experience Contractor cash, contract methods and bonding Confirm assigned subject expertise and any case-use permission. Grassi — Carl Oliveri professional biography
Ashley Francis and Benjamin Alarie AICPA episode identifies practitioner and tax-technology perspectives AI research verification and confidentiality Include vendor-interest disclosure and independent challenge. Tax Section Odyssey — Unlocking the future of tax research with AI, 21 August 2025
Independent plan actuary/administrator Required expertise rather than a named confirmed guest Partner/workforce funding economics Identify a suitable person and verify credentials before publication

Named people are potential interview targets, not advisers endorsed for a buyer. Do not send outreach on the basis of this document alone without an authorised outreach process.

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Mark Gallegos

Public basis for relevance

AICPA’s episode identifies him as a CPA/MST and Porte Brown partner

Suggested discussion

Current-law modelling and proposal assumptions

Qualification before invitation

Confirm current role, availability and conflicts. Tax Section Odyssey — Tax planning unleashed, 14 November 2025

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Sources cited on this page

  1. Tax Section Odyssey — Tax planning unleashed, 14 November 2025aicpa.net.libsyn.com
  2. Cerebral — Alexis Gallati professional biographywww.cerebraltaxadvisors.com
  3. Grassi — Carl Oliveri professional biographywww.grassiadvisors.com
  4. Tax Section Odyssey — Unlocking the future of tax research with AI, 21 August 2025taxodyssey.libsyn.com