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Speakers for the 2017 Federal Tax Clinic:

Speaker Biography
David Aughtry

David D. Aughtry, Esq. is the managing partner in the Atlanta Office of Chamberlain, Hrdlicka, White, Williams & Aughtry. Aughtry practices in the area of civil and criminal tax controversy. In his prior life, he served as the Tax Shelter Coordinator and a Trial Attorney of the Office of Chief Counsel, Internal Revenue Service (1978-82) where he tried Brannen v. Commissioner, 78 T.C. 230 (1983), aff'd., 722 F.2d 695 (11th Cir. 1984) and a number of other first generation tax shelter cases before joining Chamberlain, Hrdlicka and defending shelter cases.

 Jonathan Blattmachr Photo

 

Jonathan Blattmachr, Esq. is a Principal of Eagle River Advisors, a boutique advisory firm dedicated to developing and implementing innovative wealth and gift and estate tax planning strategies on behalf of high net worth individuals and families. Mr. Blattmachr brings over 35 years of experience in trusts and estates law. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars. Mr. Blattmachr has been recognized as one of the country’s most creative trusts and estates lawyers. He writes and lectures extensively on estate and trust taxation and charitable giving and has authored or co-authored five books and over 400 articles on estate planning topics. He has served as a lecturer-in-law of the Columbia University School of Law and is an Adjunct Professor of Law at New York University of Law School in its Masters in Tax Program (LL. M.). He is a former chairperson of the Trusts & Estates Law Section of the New York State Bar Association and the American Bar Association. Mr. Blattmachr is a Fellow and a former Regent of the American College of Trust and Estate Counsel and past chair of its Estate and Gift Tax Committee. Among professional activities, which are too numerous to list, Mr. Blattmachr has served as an Advisor on the American Law Institute, Restatement of the Law, Trusts 3rd; and as a Fellow and Director of The New York Bar Foundation and as a Fellow of the American Bar Foundation. Mr. Blattmachr graduated from Columbia University School of Law cum laude, where he was recognized as a Harlan Fiske Stone.

Joshua Bowen

Joshua Bowen received his B.S.B.A and M.B.A. from Troy University in 2004 and 2005, respectively. Since 2005, Joshua has gained his accounting experience with regional and local public accounting firms, including experience with a local technology firm where he consulted clients regarding their accounting processes and accounting technologies. He specializes in the financial institution industry where he performs internal and external audits, Bank Secrecy Act (BSA)/Anti-money Laundering (AML) audits, BSA model validations, and other various consulting engagements. Joshua also performs single and multi-employer health and welfare benefit plan audits. He has also served in other industries including insurance, construction, manufacturing, governmental, technology, and healthcare. Joshua currently serves as a faculty member for CRI’s Leadership Academy and is one of the Firm’s BSA and financial institution instructors for the Firm’s annual continuing professional education week. He also serves as a Birmingham Chapter Advisory Council Member for the Alabama Society of CPAS.

Bruce Ely 

Bruce P. Ely, Esq. is a partner in the Birmingham office of the multi-state law firm of Bradley Arant Boult Cummings LLP, where he practices primarily in the areas of state and local taxation, choice of entity planning, and federal tax disputes. He serves as State Tax Editor of the Journal of Business Entities and as Alabama Editor of State Tax Notes and CCH's Sales and Use Tax Alert. He is a Fellow of the American College of Tax Counsel, a member of the Alabama Law Institute, a member of the Bloomberg BNA/Tax Management Multistate Tax Advisory Board, and has been listed in "Best Lawyers in America" and "Super Lawyers" for many years.

 Jeff Glickman

Jeff Glickman, Esq. is a co-founder and is responsible for trading systems development and technology at J4 Capital, the company for which has has developed a form of artificial super intelligence. Mr. Glickman is a computer scientist who earned a Bachelor of Science degree in Computer Science at the University of Illinois at Urbana-Champaign, and is trained in both software and hardware engineering. While there, he participated in and directed projects in pattern recognition, image processing, and machine intelligence. Mr. Glickman studied under Dr. Wolfgang Johannes Poppelbaum, who had performed his postdoctoral studies under Dr. John Bardeen, the two-time Nobel Prize winner in Physics. While at the University of Illinois, Mr. Glickman was the Assistant Director of the Information Engineering Laboratory, and Assistant Director of the first National Science Foundation-funded computer center: The Computer Research Laboratory. Since 1982, Mr. Glickman has delivered advanced technologies to clients involving these and related technologies. Mr. Glickman’s past and current customers include The Department of Defense, Department of Justice, The United States Attorney’s Office, Ford Motor Company, General Motors, NASA, InFocus Corporation, L.R. Nelson, The Academy of Applied Science, The International Group for Historic Aircraft Recovery, the NYPD, and others. Mr. Glickman has been acknowledged and cited in several books, reports and articles.  He holds approximately 50 patents in computer science including some of the seminal patents currently used for artificial computer systems.

Ronald Levitt 

Ronald A. Levitt, Esq. is a shareholder with the Birmingham law firm of Sirote & Permutt PC in the Corporate and Tax Department. His practice focuses on business and tax planning issues, particularly for closely held and family-owned businesses. Specifically, he counsels clients in the areas of business planning, succession planning, entity formation, representation of S Corporations, Limited Liability Companies (LLCs) and other flow-through entities, mergers and acquisitions, purchases and sales of businesses, healthcare law (focusing on the representation of physician practices), federal and state controversy matters, estate planning and charitable deduction planning, and planning for and defending conservation easements.

 Stephen Looney

Stephen Looney, Esq., CPA is the Chair of the firm’s Tax Department. He represents clients in a variety of business and tax matters including entity formation (S and C corporations, partnerships, and LLCs), acquisitions, dispositions, redemptions, liquidations, reorganizations, tax-free exchanges of real estate and tax controversies. His clients include closely held businesses, with an emphasis on medical and other professional practices. He is a former Chair of the S Corporations Committee of the American Bar Association’s Tax Section. He is Board Certified in Tax Law by the Florida Bar, as well as being a Certified Public Accountant (CPA).

 Lisa McKinney

Lisa McKinney, CPA joined The University of Alabama after practicing for eight years in public accounting. Ms. McKinney is a Certified Public Accountant (CPA) and is a member of the Alabama Society of CPAs, the American Institute of Certified Public Accountants, and the American Society of Women Accountants 

 Pamela Perdue Photo

 

Pamela D. Perdue is the Counsel to the St. Louis, Missouri law firm of Summers Compton & Wells, P.C. where she practices in the area of Employee Benefits. She is the author of the book Qualified Pension and Profit Sharing Plans published by Thomson Rueters as well as of the semi-monthly Employee Benefits Newsletter published by RIA entitled "Pamela D. Perdue's Pension & Benefits Update." She is a Fellow of the American College of Employee Benefits Counsel and previously served on its Board of Governors and is listed in the Best Lawyers in America under the Employee Benefits Section (1995-2013). Ms. Perdue is a frequent writer and national speaker on the topic of employee benefits having made presentations for such organizations as the American Law Institute-American Bar Association; the Employee Benefits Institute; the Southern Federal Tax Institute; the Alabama Federal Tax Institute; the Tennessee Federal Tax Institute and numerous other organizations.

Mary Radford

Mary F. Radford, J.D. is the Marjorie Fine Knowles Professor of Law at the Georgia State University College of Law in Atlanta, Georgia. Her teaching areas include Wills, Trusts, & Estates and Elder Law. Professor Radford is an Academic Fellow of the American College of Trust & Estate Counsel (ACTEC) and, in 2001-12, she served as that organization's President. Professor Radford served as the Reporter and principal drafter for the State Bar of Georgia Committees and Conservatorship Code, and the 2010 Revised Georgia Trust Code. Professor Radford is the author of Redfearn: Wills & Administration in Georgia (Thomson Reuters, 2008); Trusts & Trustees in Georgia (Thomson Reuters, 2015-16 ed.); and Georgia Guardianship and Conservatorship (Thomson Reuters, 2015-16 ed.), as well as numerous law review articles and other scholarly publications.

Jessica Roberts 

Jessica A. Roberts, CPA is the Vice President of Education for the Alabama Society of CPAs.  She has been with the ASCPA for two years, and is responsible for the scheduling and oversight of the Society’s educational programs. Roberts is a graduate of Troy University, where she received both her Bachelor’s and Master’s degrees. She spent four years in public accounting following graduation, and worked as the financial officer of a local nonprofit prior to joining the staff of the ASCPA. Ms. Roberts resides in Pike Road, Alabama with her husband Matt, daughter Addie Grace, and son Marshall.

Edward Schnee

Edward J. Schnee, Ph.D., CPA, is the Hugh Culverhouse Professor of Accounting and Director of the MTA Program, Culverhouse School of Accountancy, College of Commerce and Business Administration, The University of Alabama. He is the Director of the Masters of Tax Accounting program, has authored over fifty articles and is a co-author of a widely used textbook on taxation. Schnee is a member of the ATA and the AICPA Tax Division.

James Sowell

James B. Sowell, Esq. is a former chairman of the Real Estate Committee of the American Bar Association (Tax Section) and is 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. Sowell also is the current Chairman of the Board of Trustees for the Southern Federal Tax Institute.