2020 American Institute for Federal Taxation Speakers 

Speaker Biography

David Aughtry headshot

AUGHTRY, DAVID D. – David Aughtry is the managing partner in the Atlanta Office of Chamberlain, Hrdlicka, White and Aughtry. David practices in the area of civil tax controversy, and he 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.

David DeJong headshot

DEJONG, DAVID – David DeJong is a principal of the Rockville, Maryland law firm of Stein Sperling Bennett De Jong Driscoll PC, and he concentrates his practice in tax planning and controversy, estate planning, business transactions and valuations. An adjunct professor for over 30 years at five universities, he currently teaches part-time at the Washington and Lee University School of Law. For 16 years he coauthored J. K. Lasser’s annual tax planning book. David has litigated cases in each federal tax forum and has testified as an expert witness over 50 times in court, arbitrations and before disciplinary panels. Active in many professional groups, David is a Past President of the American Academy of Attorney-Certified Public Accountants. In 2006, he was listed as one of the Top 100 Attorneys in the United States by Worth magazine; he has received additional accolades from Washingtonian Magazine, Washington Smart CEO, Best Lawyers in America, Super Lawyers and CPA Magazine. 

Bruce Ely headshot

ELY, BRUCE P. – Bruce Ely is a partner in the Birmingham office of Bradley, Arant, Boult, and Cummings, LLP.  His more than 30 years of experience have allowed him to handle projects as diverse as serving on the recruiting teams that successfully induced both Mercedes-Benz and Hyundai to locate their first U.S. manufacturing plants in Alabama to representing taxpayers before the Internal Revenue Service, the Alabama Department of Revenue and local taxing authorities. His practice focuses on three concentric areas: representing taxpayers in federal, state and local administrative and judicial forums; advising companies on choosing the proper form of entity through which to conduct business in the southeast and potential tax incentives; and advising companies and various trade and professional organizations regarding state and local tax legislative matters. 

Charles Fox headshot

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. Skip concentrates his practice in estate planning, estate administration, trust law, and charitable organizations, and he has been on the faculty of the American Bankers Association’s National Trust School and National Graduate Trust School since 1987. Skip was an Adjunct Professor at Northwestern University School of Law where he taught from 1983 to 2005, and he 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 he is the co-presenter of the long-running monthly teleconference series on estate planning and fiduciary law issues sponsored by the American Bankers Association. Skip 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, and he is a Fellow and President-Elect of the American College of Trust and Estate Counsel.  

Joe Garrett headshot

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, Joe 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. Joe is a member of both the Georgia and Alabama Bar associations, and he is a regular speaker at state and local tax conferences.

  
Sasha Klein

KLEIN, SASHA – Sasha Klein is Special Trusts and Estates Counsel for Proskauer, an international law firm. Sasha counsels affluent individuals and families in personal tax and estate planning, and she guides clients on structuring wealth to achieve their goals, including protecting against risk and minimizing income and transfer taxes over multiple generations. She also has extensive experience in advising on trustee and family governance structures to preserve business enterprises and manage potentially sensitive family dynamics. She also advises the Firm's litigators on tax, trust and estate matters. Sasha holds both a post doctorate degree in tax law and an Accredited Estate Planner® designation. She was recently awarded “2018 Trust Member of the Year” by the Florida Bankers Association.  Kelly has been a visiting professor at The University of Florida Levin College of Law on post mortem tax planning and holds numerous leadership roles in professional organizations, including in the trust and estate sections of the American Bar Association and Florida Bankers Association. 

 Lamar-Hart

LAMAR-HART, CYNTHIA G. - Cynthia Lamar-Hart is the Chair of Maynard Cooper’s Estate Planning, Fiduciary Advisory Services and Fiduciary Litigation practice groups. She provides comprehensive representation for her clients, including serving as legal counsel, strategic advisor and fiduciary litigator. Her Estate Planning practice is focused on counseling individuals and families with regard to estate and gift tax planning, charitable planning and a variety of wealth transfer techniques. In her Fiduciary Advisory practice, she serves as the primary outside counsel to corporate fiduciaries, advising on all matters of policy and procedure, trust and estate administration, business acceptance, fiduciary risk, pre-litigation and fiduciary litigation matters. She also regularly advises large public universities as well as large and small public charities/private foundations. In her Fiduciary Litigation practice, Cynthia regularly advises trustees and executors in pre-litigation, mediation, trial and appellate proceedings, and she frequently serves as a mediator in trust and estate disputes.  Cynthia holds a Band 1 ranking by Chambers and Partners in the area of “Private Wealth Law,” and she is consistently recognized as a leader in her field by The Best Lawyers in America© and Super Lawyers. A Fellow of the American College of Trust & Estate Counsel since 2002, Cynthia serves on the ACTEC Nominating Committee, Fiduciary Litigation Committee and Diversity Committee, and is a past Director of the ACTEC Foundation. She is a member of the Estate Planning Council of Birmingham and a former Chair of the Probate Section of the Birmingham Bar Association. Cynthia serves on the Board of Directors of the YWCA of Central Alabama.

Charles Redd headshot

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.  

James Sowell headshot

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. Jim also is on the Board of Trustees for the Southern Federal Tax Institute, where he formerly served as President.

Curtis Stewart headshot

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.  Curtis 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.

 

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For more information, contact Keslie Fendley, Program Coordinator, at kcfendley@ccs.ua.edu or 205-348-2325.