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Lynn Burns

Belinda A. (Lynn) Burns, CPA, JD, CFP, is the owner of Burns Tax Consulting, LLC. She has more than 35 years of experience advising individuals and closely-held businesses on tax matters. Prior to opening her own business, Lynn was a member of the private client advisor team with Deloitte. Lynn serves as Treasurer of both the Family Service Association and SICSA. She is a member of The Dayton Foundation’s Development Committee and chairs Dayton Children’s Planned Giving Advisory Committee.

Karen Crim

Karen Crim CPA, is the Senior Manager Tax Services for Nonprofits at RSM US LLP.

Karen specializes in tax services to not-for-profit organizations and private foundations. Among the clients she serves are community foundations, long-term care facilities, social services organizations, private foundations, and charitable trusts. During her more than 30 years in public accounting, she has assisted not-for-profit organizations and foundations with a variety of issues such as unrelated business income, structure planning, obtaining recognition of tax exemption, ASC 740, and alternative investments. She has experience assisting private foundations with the self-dealing and program-related investment rules.

Karen served for twelve years on the Ohio Society of CPAs Not-For-Profit Conference Advisory Committee to plan continuing education for CPAs in Ohio. She is a frequent speaker on not-for-profit and private foundation topics and has made numerous presentations for organizations including the Ohio Society of CPAs, the Ohio Association of Nonprofit Organizations, the Greater Dayton Planned Giving Council, the National Committee on Planned Giving, and other professional organizations.

Dan Johnson

Daniel A. Johnson is the Vice President, Wealth Management Advisor of The RDMJB Group, Merrill Lynch. He joined the financial services industry in 2007 and provides a wide array of services for clients including retirement planning and portfolio development.

Originally from Florida, Dan is a Business Finance graduate of the University of Florida and holds the CERTIFIED FINANCIAL PLANNER™ certification. Committed to giving back to his community, Dan is a director on the board of Habitat for Humanity of Greater Dayton and an active member of the Centerville Rotary Club. He resides in Centerville, Ohio with his wife, Katie, and their two daughters, Kasey and Julia. They enjoy the outdoors, traveling, and community service activities.

Mike Parks

Michael M. Parks became the third full-time President of The Dayton Foundation in March 2002. Mr. Parks currently serves with other regional leaders on numerous area projects and initiatives. These presently include The Community Asset Board - Greater Dayton Conference on Youth, Dayton Business Journal’s Nonprofit Industry Advisory Board, Dayton Mayor’s City of Learners Committee, Greater Dayton Commission on Minority Inclusion, Learn to Earn Dayton Board of Directors, Minority Business Partnership, Montgomery County Preschool Promise Advisory Board, the Dayton VA Fisher House Steering Committee and Up Dayton Community Advisory Council. He serves as the chair for The Dayton Region New Market Fund Board. He was, also, recognized as the 2015 Outstanding Fundraising Executive by the Association of Fundraising Professionals, Greater Dayton.

Sam Warwar

Sam Warwar is a shareholder for the Coolidge Wall Tax Department. He has over 30 years' experience assisting clients with IRS controversies (examinations, appeals, litigation, and criminal tax matters) as well as advising and representing buyers, sellers and investors with business transactions and acting as general counsel to businesses, nonprofit organizations and families.

Sam represents public and privately-held businesses, partnerships, nonprofit organizations, hospitals and other health care organizations on issues related to corporate organization, corporate structure, corporate governance and contract negotiations. Sam's accomplishments include recognition in Best Lawyers in America® (1993-2017), and receiving the honors of Ohio Super Lawyer (2004-2016), Best of the Dayton Bar, Top 50 Dayton/Cincinnati Lawyer and Top 100 Ohio Lawyer. Sam also received the special recognitions of Best Lawyers® 2011 Dayton Tax "Lawyer of the Year" and Best Lawyers® 2014 Dayton Litigation & Controversy - Tax "Lawyer of the Year."