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. 

 Donaldson, Samuel

DONALDSON, SAMUEL - Samuel Donaldson is a Professor at Georgia State University, where he teaches courses on tax, estate planning, commercial law and professional responsibility. Professor Donaldson is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Bar in Washington, Oregon and Arizona. Prior to joining GSU, Donaldson was on the faculty at the University of Washington School of Law where he was a five-time receipient of the Philip A. Trautman Professor of the Year award from the School of Law's Student Bar Association. He is a nationally recognized speaker on federal taxation and estate planning at professional conferences and continuing education seminars. Professor Donaldson has co-authored two books, one is the West casebook Federal Income Tax: A Contemporary Approach, the second the Price on Contemporary Estate Planning treatise. 

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. He 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. 

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.

Jeremiah Doyle

DOYLE, JEREMIAH - Jere Doyle is an estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon. He is admitted to practice law in the Commonwealth of Massachusetts, the United States District Court, United States Court of Appeals and the United States of Tax Court. A former member of the Massachusetts Joint Bar Committee on Judicial Appointments. Jeremiah has co-authored and contributed to several books on, income tax returns, estate planning, drafting and using trusts. He is a member of the American Bar Association, Massachusetts Bar Association, Boston Estate Planning Council and the Essex County Bar. He was named as the 2009 Estate Planner of the Year by the Boston Estate Planning Council.

Jamie Mendelsohn

MENDELSOHN, JAMIE -  Jamie is an Executive Vice President for Ashar Group, as an independent life settlement resource for financial professionals and fiduciaries. Jamie has presented nationally on the topics of life settlements, policy valuations and increased longevity among seniors. She has been published in Trust & Estates and Society of Financial Service Professionals. Prior to joining Ashar Group, Jamie was President of a healthcare staffing company that served small to medium businesses, as well as national corporations. She thrived in the highly competitive staffing industry that demanded a fast-paced environment. She is proud to be a member of Women in Insurance and Financial Services and dedicates much of her time and energy to the local and national Crohn’s and Colitis Foundation of America, where she serves on the Board of Trustees for the state of Florida. 

Aaron Nocjar

NOCJAR, AARON - Aaron Nocjar is a partner at Steptoe, his practice focuses on US federal tax issues primarily in the ultra-high-net-worth space, with an emphasis on the taxation of pass-through entities and their investors. Aaron advises multinational and family-run, closely-held businesses, high-net-worth individuals, and large pass-through entities, he advises clients in structuring transactions and planning for succession issues involving businesses and investments housed primarily in partnerships, limited liability companies, S corporations, and disregarded entities. Aaron regularly speaks on partnership and S corporation tax topics for the Tax Executives Institute, ALI-ABA, Practising Law Institute, Tax Management, Inc., Southern Federal Tax Institute, and other various bar and CPA groups.

Mark Parthemer

PARTHEMER, MARK - Mark Parthemer is a Senior Fiduciary Counsel and Managing Director of Bessemer Trust Company, he is responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans and for guiding the firm on fiduciary issues. Mark is a nationally recognized speaker and frequently published author. He is an ACTEC Fellow, and is in leadership of the Real Property Trust and Estate Section of the American Bar Association, the Florida Bankers Association (Board Member; Past Chair Legislation Committee) and the Florida and Pennsylvania Bar Associations. He is an Associate Editor and Columnist for the Journal of Financial Service Professionals, member of Synergy Summit (Past President), the Palm Beach County Estate Planning Council (Secretary; Board Member), and the Palm Beach Tax Institute. He frequently is faculty for the University of Miami’s prestigious Heckerling Institute, was an Adjunct Professor, Widener University School of Law, and guest lectures at the Dickinson School of Law and the University of Miami and University of Florida Schools of Law’s LLM programs.

Christopher Rizek

RIZEK, CHRISTOPHER - Christopher Rizek  is a Member in Caplin & Drysdale's Washington, D.C. office. He also serves as General Counsel to the firm. Since 2013, The Legal 500 has listed Mr. Rizek as an elite "Leading Lawyer" for his contributions to tax controversy law. Christopher has a unique history of government service before joining the firm. His combination of practical and policy-level experience in government has given him special insight into the application of the tax laws and IRS procedures, which has been of great value to many of the firm's clients who are faced with complex tax controversies and litigation. He is an adjunct professor at Georgetown University Law Center and in the Spring of 2012 he taught the course Tax Practice & Procedure (Administrative) to IRS personnel. 

Mary Ann Mancini

MANCINI, MARY ANN - Mary Ann Mancini is a partner with Loeb & Loeb, her practice focuses on advising high net worth families and individuals who reside in the United States and internationally. Her clients include leaders of Fortune 100 companies and their families, as well as families whose wealth is more privately held and, in many cases, based on real estate ownership. She is experienced in succession and estate planning for closely-held business owners. She is a nationally recognized expert in techniques that utilize life insurance in estate and business plans, such as insurance trusts, split dollar and deferred compensation arrangements, and life settlements. She is a member of the District of Columbia Bar Association, Washington, DC Estate Planning Council, International Women's Forum, Adjust Professor at Georgetown University Law Center and Washington  Lee University School of Law(2004-2006). 

 

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