The Speakers
16
FEATURED INDUSTRY EXPERTS
Karen Miller, CPA
Culverhouse School of Accountancy
Karen currently serves as a member of State Taxation and Legislation Committee for the Alabama Society of Certified Public Accountants. She is a frequent speaker at continuing education events and seminars sponsored by the society, and she has published several articles on taxation topics for the society’s quarterly publication for its members. Karen also serves on the Undergraduate Council for the University of Alabama, and she is a member of the Capital Campaign Committee and the Board of Visitors for the Culverhouse College of Business.
01
Federal Tax
02
Corporate Transparency Act
Ronald Levitt
Dentons Sirote
Ronald Levitt is a shareholder in Dentons Sirote’s Birmingham, Alabama office, where he is a member of the Tax practice group and leads the Dentons Sirote Conservation Easement team. His practice focuses on federal and state controversy matters, including planning and defending conservation easements. Additionally, his practice focuses on business and tax planning, particularly for closely-held and family-owned businesses.
Jordan Goodman
HMB Legal Counsel
Jordan is a partner in HMB’s State and Local Tax (SALT) Group and focuses his practice on resolving complex SALT controversies for Fortune 1000 corporations and wealthy families, nationwide.
03
Multi-State Taxation
04
Partnership Debt
James B. Sowell
KPMG
Sowell is a Principal at KPMG LLP and leads the Real Estate Practice in KPMG’s National Tax Office. Jim’s practice is focused primarily on tax issues relating to partnerships, REITs, and debt workouts with respect to such entities. Jim previously was an Associate Tax Legislative Counsel in the Office of Tax Policy at the U.S. Treasury Department where he was responsible for legislation and guidance relating to partnerships, REITs, and like-kind exchanges.
Bruce Ely
Bradley Arant
Bruce Ely is a partner in the Birmingham, Alabama office of the multistate law firm of Bradley Arant Boult Cummings LLP and founder of its SALT Practice Group. He represents taxpayers before various state and local government taxing authorities as well as the tax tribunals and circuit and appellate courts of Alabama and Mississippi, and before the Internal Revenue Service and U.S. Tax Court.
07
Tax
06
State Tax Developments
Craig Banks
Alabama Department of Revenue
Craig Banks is the Chief Counsel for the State of Alabama Department of Revenue, leading the Legal Division of the Department and supervising Department-involved litigation. He joined the Alabama Department of Revenue in 2012 as an Assistant Counsel and began serving as the Chief Counsel for the Department in 2019.
Lisa McKinney
Culverhouse School of Accountancy
Lisa is a Senior Instructor of Accounting and the Director of Culverhouse LIFT at the University of Alabama's Culverhouse College of Business. Her research interests include financial accounting and tax accounting.
05
Tax
08
State Tax Developments
Mary Martin Mitchell
Alabama Department of Revenue
Mary Martin Mitchell currently serves as Executive Counsel of the Alabama Department of Revenue. Mary Martin received her bachelor’s degree in finance, magna cum laude, from the University of Georgia. She received her juris doctor degree from the University of Alabama School of Law in 2010. As Executive Counsel, Mary Martin is responsible for serving as a liaison between the department and the Alabama Legislature, advising on tax administration procedures, and providing tax policy analysis.
Farhan N. Zarou
McGuireWoods LLP
Farhan is an associate in McGuireWoods' private wealth services group. He works with high net worth individuals and business clients on a variety of areas, assisting them as a trusted advisor and dealing with issues such as estate and wealth transfer planning and family business succession. He has experience in the areas of tax and estate planning. Farhan has an extensive tax background.
09
Estate and Gift Taxes
10
Gifts and Bequests
Cynthia G. Lamar-Hart
Maynard Nexsen PC
Cynthia is a Shareholder and serves as Chair of the Estate Planning, Fiduciary Advisory Services, and Fiduciary Litigation practice groups at Maynard Nexsen, in which she has practiced since 1989. She also has served two terms on the Firm’s Executive Committee.
Jennifer Justice McEwen
Maynard Nexsen PC
Jennifer is a corporate lawyer who focuses her practice on business planning, estate & trust planning, general counsel services, and tax planning. Her clients include closely-held businesses and their owners, as well as high-net-worth individuals and families. Jennifer facilitates planning strategies with her clients by counseling them on risk management and asset protection, succession and exit planning, and wealth preservation.
11
Gifts and Bequests
12
Conservation Easement
Hale E. Sheppard
Chamberlain Hrdlicka Attorneys at Law
Hale E. Sheppard is a Shareholder in the Tax Controversy Section of Chamberlain Hrdlicka in Atlanta. Hale defends individuals and businesses during tax audits, tax appeals, and tax litigation.
Howard Neiswender
Dentons Sirote
Howard Neiswender is a shareholder in Dentons Sirote’s Birmingham, Alabama office, where he is a member of the Trusts, Estates and Wealth Preservation practice group and leads the Dentons Sirote Family Business team. Howard provides comprehensive wealth planning for individuals and business owners.
13
Estate & Succession Planning
14
Tax Planning
Jere Doyle
BNY Melon
Jere Doyle is an estate planning strategist for BNY Mellon's Private Wealth Management group and a Senior Vice President of Bank of New York Mellon. Jere is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals (First Circuit) and the United States Tax Court.
Anoop K. Mishra
Federal Reserve Bank of Atlanta
Anoop Mishra is vice president and regional executive at the Birmingham Branch of the Federal Reserve Bank of Atlanta. He is responsible for the Atlanta Fed’s Regional Economic Information Network (REIN) for the state of Alabama, in which he collects and synthesizes economic intelligence from business and community leaders throughout the state to support monetary policymaking.
15
Federal Reserve Bank
16
Family Business
David Aughtry
Chamberlain Hrdlicka Attorneys at Law
David Aughtry's practice focuses on civil and criminal tax litigation. He is recognized as a national authority in tax litigation in Chambers USA and the US Legal 500 Litigation Guide. He is a nationally recognized speaker, including presentations for TEI, Mississippi Tax Institute, American Tax Institute, Georgia Tax Conference, Tennessee Tax Institute, Kentucky Tax Institute, AICPA Valuation Conferences, and various other tax programs.
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