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2017 Federal Tax Clinic Tentative Program Schedule

Thursday, November 16  

7 - 8:15 a.m.

Registration and Hot Breakfast

8:15 - 8:30 a.m.


Lyvonnia Poppell, CPA

Clinic President

8:30 - 10 a.m.

Federal Income Tax Update

Edward J. Schnee, PhD, CPA, Director

Master of Tax Accounting, The University of Alabama

Presider: Lyvonnia Poppell

10 - 10:15 a.m.

Break and Exhibits

10:15 a.m. - 11:45 p.m.


James B. Sowell, Esq.


Presider: Lyvonnia Poppell

11:45 - 12:45 p.m.

Awards Luncheon - Hotel Capstone Ballroom

1 - 2:30 p.m

Keys to Building Wealth: High Tax Free Compound Returns and How to Achieve Them

Jonathan Blattmachr, Esq.

Pioneer Wealth Partners

Jeff Glickman

J4 Capital

Presider: Tony Willboughby

2:30 - 2:45 p.m.

Break and Exhibits

2:45 - 3:45 p.m

Ethical Challenges in Recognizing and Representing Clients With Diminishing Capacity

Mary F. Radford, J.D.

Georgia State University School of Law

Presider: Thomas Mahoney

3:45 - 5:15 p.m.

Appy Hour

Josh Bowen, CPA, CGMA, CAMS

Carr, Riggs, and Ingram

Jessica Roberts

Alabama Society of CPA’s

Laura A. Calloway

Alabama State Bar

Presider: Meegan Colclough

5:30 p.m.


6 p.m.

BBQ Dinner - Bryant Conference Center Patio

Friday, November 17


7 - 7:45 a.m.

Ignite Breakfast

Exhibitor Presentations

8 - 9:30 a.m.

Recent Alabama Tax Developments: Legislative, Judicial and Administrative

Bruce Ely, Esq.

Bradley Arant Boult Cummings, LLP

Presider: Steven Smith

9:30 - 10:30 a.m.

Dealing with Atypical Assets in IRAS and Qualified Plans

Pam Perdue, Esq

Pamela Perdue, Attorney at Law

Presider: Meegan Colclough

10:30 - 10:45 a.m.

Break and Exhibits

10:45 - 12:15 p.m.

Choice of Entity Revisited

Ronald Levitt, Esq.

Sirote & Permutt, PC

Stephen Looney

Dean Mead, LLP

Presider: Donald Johnson

12:15 - 12:45 p.m.

Pick up Box Lunch

12:45 - 2:15 p.m.

Should the US Tax System be Overhauled?

Lisa McKinney, CPA

The University of Alabama           

Presider: John Shields

2:15 - 2:30 p.m.

Break and Exhibits

2:30 - 4 p.m.

Top Ten Tax Traps and How to Deal with Them

David Aughtry, Esq.      

Chamberlain, Hrdlicka, White, Williams & Aughtry

Presider: Scott Browning