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2017 American Institute for Federal Taxation Speakers 

Speaker Biography

Christopher C. Adler

ADLER, CHRISTOPHER C. – Chris Adler has over 40 years of tax planning experience, specializing in efficient tax structures for businesses and transactions, new tax law changes and tax impact facing specific industries. In addition to servicing direct client needs, Mr. Adler is the Tax Quality and Risk Management (TQRM) leader for all Southeast offices of RSM US. This role brings a valuable dimension by guiding tax professionals on standards and quality processes designed to service clients appropriately. Mr. Adler is also the Southeast region lead for the RSM tax accounting methods and periods specialty area. This specialty includes his participation as TQRM and technical consultant for the RSM national team devoted to tax credits, incentives and accounting methods.

 Patricia Annino

ANNINO, PATRICIA M. - Patricia Annino is a nationally recognized authority on estate planning and taxation, with more than 25 years of experience serving the estate planning needs of families, individuals, and owners of closely held and family owned businesses. Ms. Annino is Chair of Prince Lobel’s Estate Planning and Probate Practice Group as well as a member of the firm’s Media Law Practice Group, where she represents authors, artists, and musicians in estate planning and probate matters. Ms. Annino is a frequent public speaker, traveling the country presenting to high-level donors and trustees of hospitals, museums, and other nonprofits, as well as private banking clients, owners of closely-held-businesses, alumni organizations, and more. Ms. Annino also writes a monthly column for AICPA’s CPA Insider.  

David Aughtry

AUGHTRY, DAVID D.. – David Aughtry is the managing partner in the Atlanta Office of Chamberlain, Hrdlicka, White and Aughtry. Mr. Aughtry practices in the area of civil tax controversy. Mr. Aughtry taught tax controversy as an Adjunct Professor at Emory University School of Law and served as an instructor for the National Institute for Trial Advocacy, "Litigating before the United States Tax Court" program. He is a Fellow in the International Society of Barristers and in the American College of Tax Counsel. Mr. Aughtry has served as the president and chairman of the Southern Federal Tax Institute.

Gerald August

 AUGUST, JERALD D. - Jerry August’s practice is limited to Federal and state income taxation, including the taxation of Corporations, members reporting under the consolidated group regulations, and pass-through entities, including S corporations, limited liability companies and partnerships. He frequently advises clients on structuring a desired tax-free formation of a business entity, as well as a subsequent issuance of equity to a new partner or shareholder, or a purchase, sale or exchange of ownership interests in corporations or partnerships, including a planned merger or acquisition. In addition to his work on federal income tax matters, Mr. August also has substantial experience in estate planning for high net worth residents as well as non-residents that frequently requires the assessment of the potential U.S. transfer and/or foreign gift or estate or inheritance tax impact in transferring wealth from one generation to the next generation(s).

 Barbara Coulter

COULTER, BARBARA G. - Barbara Coulter joined PricewaterhouseCoopers LLP in February of 2005 and is a State and Local Tax Partner in the Atlanta office. Ms. Coulter has over twenty years of experience in addressing state and local income and franchise tax issues. Her focus is on multi-state corporate restructuring, mergers and acquisitions, state tax controversy, state and local tax planning, income tax refund reviews, state tax compliance and tax accounting. Her experience and expertise covers a wide range of market sectors, including, but not limited to, manufacturing, consumer retail, aerospace and defense, hospitality, financial services, airlines, trucking/transportation and mining. Due to her particular background in retail, Ms. Coulter presently serves as the Firm's national state and local tax retail and consumer leader.  

Jeremiah Doyle

DOYLE IV, JEREMIAH W. -  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. He has been with the firm since 1981. Mr. Doyle provides high net worth individuals and families throughout the country with integrated wealth management advice on how to hold, manage and transfer their wealth in a tax efficient manner. He is the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns, a contributing author of Understanding and Using Trusts, a contributing author of Drafting Irrevocable Trusts in Massachusetts, all published by Massachusetts Continuing Legal Education, a reviewing editor of the 1041 Deskbook published by Practitioner’s Publishing Company and a contributing columnist for Estate Planning Review – The Journal published by Commerce Clearing House. Mr. Doyle is a lecturer in law in the Graduate Tax Program at Boston University School of Law teaching courses in Exempt Organizations, Tax Aspects of Charitable Giving, and Tax Aspects of Marital Dissolution.  

Bruce Ely

ELY, BRUCE P. – Bruce Ely is Co-Chair of the State and Local Tax Practice Group and a partner in the Birmingham office of Bradley Arant Boult Cummings LLP. The Practice Group represents taxpayers before various state and local government departments of revenue as well as the circuit and appellate courts of Alabama, Mississippi and Tennessee, and before the U.S. Supreme Court. Mr. Ely serves as Alabama Editor of State Tax Notes and is a longtime member of the Bloomberg BNA Multistate Tax Advisory Board. He is a Fellow of the American College of Tax Counsel, co-chairs New York University’s annual Institute on State and Local Taxation, and has been listed in “Best Lawyers in America” and “Super Lawyers” for many years. He was selected by State Tax Notes as one of the “Top 10 Tax Lawyers in the U.S.” He is also a member of the Alabama Law Institute and a trustee of this Institute.

Charles Fox

FOX IV, CHARLES D.– Skip Fox is a partner in the Charlottesville office of McGuireWoods LLP and chair of the firm’s Tax and Employee Benefits Department. Mr. Fox concentrates his practice in estate planning, estate administration, trust law, and charitable organizations. Mr. Fox has been on the faculty of the American Bankers Association’s National Trust School and National Graduate Trust School since 1987. He was an Adjunct Professor at Northwestern University School of Law where he taught from 1983 to 2005 and has been an Adjunct Professor at the University of Virginia School of Law since 2006. He speaks extensively around the country on estate planning topics and is the co-presenter of the long-running monthly teleconference series on estate planning and fiduciary law issues sponsored by the American Bankers Association. Mr. Fox has contributed articles to numerous publications and is a regular columnist for the ABA Trust Newsletter on tax matters. He is the author or co-author of seven books on estate planning topics. Mr. Fox is a Fellow and President-Elect of the American College of Trust and Estate Counsel.  

Joe Garrett

GARRETT JR., JOE W. – Joe Garrett is an attorney in the Commissioner’s Office of the Alabama Department of Revenue where he serves as Deputy Commissioner of Revenue. His primary responsibility is to help shape the Department’s business tax policy through the Department’s legislative, regulatory, audit and litigation functions. Before joining the Department, Mr. Garrett was a manager with PricewaterhouseCooper’s state and local tax group in Atlanta, Georgia where he worked as a state tax consultant after graduating from the University of Florida College of Law’s graduate tax program in 1998. He is a member of both the Georgia and Alabama Bar associations and a regular speaker at state and local tax conferences.

Brian Knudson

KNUDSON, BRIAN -  Brian Knudson is a partner in the Partnership Transactional Planning and Economics Group of Ernst and Young LLP’s National Tax Department. Based in Minneapolis, Minnesota, he has 25 years of experience in assisting clients with all matters related to the taxation of partnerships. Throughout his career, Mr. Knudson has worked extensively with some of the largest and most complicated operating partnership structures in existence, often involving the firm’s largest multi-national corporate clients. He has also worked extensively with private equity, real estate and hedge funds, as well as publicly-traded partnerships and “Up-C” structures. Mr. Knudson has been active in speaking and writing on various matters regarding the taxation of partnerships. He has presented on partnership tax topics at numerous tax conferences across the country. He has also authored articles on partnership tax matters that have been published in Tax Notes, Tax Adviser and the Journal of Business Entities.

 Paul Lee

LEE, PAUL S. - Paul Lee is a Managing Director and Senior Regional Wealth Advisor with The Northern Trust Company. Prior to joining Northern Trust, he was at Bernstein Global Wealth Management as National Managing Director, and a partner in the Atlanta-based law firm of Smith, Gambrell and Russell, LLP. A frequent lecturer and panelist on investment planning, tax and estate planning, Mr. Lee has spoken at the Heckerling Institute on Estate Planning, ACTEC National Meeting, Southern Federal Tax Institute, USC Institute on Federal Taxation, Southern California Tax and Estate Planning Forum, Notre Dame Tax and Estate Planning Institute, AICPA National Tax Conference, and the AICPA Advanced Estate Planning Conference.

Charles Redd

REDD, CHARLES A. – Clary Redd is a partner in the St. Louis, Missouri, office of the law firm of Stinson Leonard Street LLP. He has extensive experience and expertise in: the drafting of wills, trust instruments, durable powers of attorney, marital agreements and other estate planning documents; pre- and post-death tax planning for individuals, trusts and estates; preparation and filing of estate tax returns, gift tax returns and fiduciary income tax returns; representation and filing of estate tax returns, gift tax returns and fiduciary income tax returns; representation of individual and corporate fiduciaries; and litigation in the Probate Division and other equity divisions of the Circuit Court.  

Edward Schnee

SCHNEE, EDWARD  - Ed Schnee is the Hugh Culverhouse Professor of Accounting and Director of the Masters of Tax Accounting Program, Culverhouse School of Accountancy, College of Commerce and Business Administration, The University of Alabama. He has authored over fifty articles and is a co-author of a widely used textbook on taxation. Dr. Schnee is a member of the ATA and the AICPA Tax Division.

 Kelly Smith

SMITH, KELLY W. - Kelly Smith is a partner in PricewaterhouseCoopers LLP’s State and Local Tax Consulting Services Group in Atlanta, Georgia, where he specializes in corporate income and franchise tax. Mr. Smith oversees a multi-disciplinary state tax practice with expertise in corporate restructuring, transactional consulting, and Southeastern state income/franchise tax audit defense, with particular emphasis on Alabama, Georgia, and Tennessee. Prior to joining PwC, Mr. Smith served as a legal intern/assistant to the Georgia Deputy Commissioner of Revenue. He is a prior adjunct professor for the Georgia State University College of Law, where he co-organized and instructed the law school’s inaugural state and local tax course; a visiting instructor for the University of Georgia MAcc program; a member of the Advisory Committee for the Georgia State University College of Law Tax Clinic; a member of the editorial board of RIA's Business Entities Journal; a member of the Georgia Commissioner of Revenue's Advisory Council; and a frequent speaker on state and local tax issues for professional continuing education programs.

James Sowell

SOWELL, JAMES B.  – Jim Sowell is a partner with KPMG. He is a former chairman of the Real Estate Committee of the American Bar Association (Tax Section) and a former vice chairman of the Tax Policy Advisory Committee of the Real Estate Roundtable. He is a member of the National Association of Real Estate Investment Trusts, where he is an active participant on the Government Relations Committee. Mr. Sowell also is on the Board of Trustees for the Southern Federal Tax Institute, where he formerly served as President.

Curtis Stewart

STEWART, CURTIS E. – Curtis Stewart was appointed a Deputy Commissioner of the Alabama Department of Revenue in 2013.  He has twenty-four years tenure with the Department, including recently serving as the Director of Tax Policy and Research.  Mr. Stewart has also been appointed by Governor Bentley to the Board of Control of the Employees Retirement System of Alabama.  The 13-member Board of Control is responsible for overseeing the operations of the ERS and protecting the benefits provided to its members.