2022 AIFT PROGRAM SPEAKERS

 

Speaker

Biography

AUGHTRY, DAVID D. – David Aughtry is a Shareholder in the Atlanta Office of Chamberlain, Hrdlicka, White, Williams & Aughtry. David practices in the area of civil tax controversy. In his prior life, he served as the Trial Attorney and Tax Shelter Coordinator for the Office of Chief Counsel, Internal Revenue Service (1978-82) where he tried, among others, Walker v. Commissioner, T.C. Memo. 1982-495 (determination of hypothetical development highest and best use for a charitable contribution of land) before joining Chamberlain, Hrdlicka and defending various estate, gift, and valuation charitable cases of significance. They include Commissioner v. Estate of Hubert, 520 U.S. 93 (1997) (no reduction of marital or charitable estate tax deduction for Form 1041 administrative expenses); Caracci v. Commissioner, 456 F.3d 444 (5th Cir. 2000) (shifting burden of proof to IRS on valuation); Estate of Lassiter v. Commissioner, T.C. Memo. 2000-324 (disclaim 50 percent marital deduction into full); Estate of Rogers v. Commissioner, T.C. Memo. 2000-133 (special use valuation for timberland); Barnes v. Commissioner, T.C. Memo. 1998-413 (enterprise and discount value of closely-held stock based on pattern of actual dividends). David taught tax controversy as an Adjunct Professor at Emory University School of Law (1987-93, 1997-98, 2003), and served as an instructor for the National Institute for Trial Advocacy, “Litigating before the United States Tax Court” program (1993-2000). He is a Fellow in the International Society of Barristers and in the American College of Tax Counsel. David served as president of the 2010 Southern Federal Tax Institute.
Photo of Bruce Ely 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 represent 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 the 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.

SANDERSON, WILLIAM I. -Bill Sanderson is the co-chair of McGuireWoods’ private wealth services group and a member of the firm’s fiduciary advisory services practice. He represents high-net-worth individuals and families on a variety of sensitive and complex estate and business planning matters. His practice focuses on the areas of estate planning and estate and trust administration. A frequent speaker, Bill has also taught Federal Taxation Practice and Procedure at Virginia Commonwealth University School of Business. Prior to completing his law degree at the University of Virginia School of Law, Bill completed coursework at the University of South Carolina School of Law. While attending the University of Virginia, Bill was a member of the Raven Society and the Jefferson Literary and Debating Society. Bill is a Fellow in the American College of Trust and Estate Counsel. Since March 2021, he has served as vice-chair of its Washington Affairs Committee.

SOWELL, JAMES B. – Jim Sowell is a Principal at KPMG LLP and leads the Real Estate Practice in KPMG’s National Tax Office.  Jim’s practice is focused primarily on tax issues relating to partnerships, REITs, and debt workouts with respect to such entities.  Jim previously 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.  Jim is a former Chairman of the Real Estate Committee of the American Bar Association (Tax Section) and a former Vice Chairman of the Real Estate Roundtable’s Tax Policy Advisory Committee. Jim is a member and former President of the Board of Trustees for the Southern Federal Tax Institute and is an active participant on NAREIT’s Government Relations Committee. Jim has written numerous articles and speaks extensively on partnerships and REITs.Jim has his undergraduate and law degrees (both with high honors) from the University of Florida and has an LL.M. in taxation from New York University, where he served as an editor on the Tax Law Review.  Jim currently serves on the Board of Trustees for the University of Florida Law Center Association.
BERRY, TURNEY- Turney Berry concentrates his practice in the areas of estate planning, fiduciary matters, and charitable planning.  Mr. Berry is Chair of Wyatt, Tarrant & Combs’ Trusts, Estates & Personal Planning Service Team, and a past member of the firm’s Executive Committee. Mr. Berry is active in the American College of Trust and Estate Counsel (ACTEC) and has served as President of the ACTEC Foundation, Regent of the College, State Chair for Kentucky, Chair of the Estate & Gift Committee, and Chair of the Charitable and Tax Exempt Committee.  Currently, he serves as Vice-Chair of the State Laws Committee, and a member of the Long Range Planning Committee. As a Uniform Law Commissioner, Mr. Berry currently serves as Chair of the  Study Committee on Transfers to Minors Act, Vice-Chair of the Drafting Committee on Conflicts of Laws in Trusts and Estates, Member of the Electronic Estate Planning Documents Committee, Member of the Joint Editorial Board for Uniform Trust and Estate Acts, and Member of the Drafting Committee on Uniform Determination of Death Act. Mr. Berry has been certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils and is a member of its Estate Planning Hall of Fame [Kentucky does not recognize legal specialties].  He is listed in Woodward/White’s The Best Lawyers in America® and in the Kentucky Super Lawyer Magazine in the area of Trusts and Estates.
MISHRA, ANOOP- Anoop Mishra is vice president and regional executive at the Birmingham Branch of the Federal Reserve Bank of Atlanta. He is responsible for the Atlanta Fed’s Regional Economic Information Network (REIN) for the state of Alabama, in which he collects and synthesizes economic intelligence from business and community leaders throughout the state to support monetary policymaking. Anoop oversees the Birmingham Branch’s board of directors, the District’s Agriculture Advisory Council, and leads the Atlanta Fed’s community and economic development outreach efforts in Alabama. Before joining the Bank, Anoop owned a business consulting firm and was previously the chief executive officer of WorkforceQA, a national employment screening, and compliance provider. He served as the chief operating officer for EDPM for 12 years prior to its acquisition by WorkforceQA. While there, he served on the Atlanta Fed’s Human Capital Advisory Council. Anoop also worked for Accenture in Atlanta in its Financial Services / Strategy practice. Anoop received a BA in political science from Birmingham-Southern College and an MBA from the University of Pennsylvania’s Wharton School.
NOCJAR, AARON- Aaron Nocjar’s 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. In that space, he 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. He has practice experience in the energy (including alternative energy), private equity/venture capital/hedge fund, financial services, real estate, gemological, and consumer products sectors. Aaron also assists these clients throughout the Internal Revenue Service administrative process, including navigating the old (TEFRA) and new (BBA) partnership controversy regimes. He also helps clients address tax policy and implementation issues before Congress and the Treasury Department, including various issues related to pass-throughs and high net worth individuals arising from recent tax reform efforts.
BARR, KATHERINE- Katherine N. Barr is a shareholder in Dentons Sirote’s Birmingham, Alabama office, where she is a member of the Trusts, Estates & Wealth Preservation practice and leads the Dentons Sirote Special Needs Planning team. Katherine advises clients in planning their estates to accomplish their goals for asset distribution to beneficiaries while minimizing their estate and income tax liabilities. She handles all aspects of estate planning and administration for her clients and assists families of the deceased in probate administration. However, her passion and the focus of much of her practice involve special needs planning. Katherine routinely assists families with developing trusts to provide for a child or family member with special needs in a way that does not jeopardize government benefits. In addition, she works with other attorneys to set up trusts for individuals on Medicaid or SSI to plan for the distribution of settlement proceeds in a manner that protects government benefits. Katherine is a frequent speaker at national, state, and local professional education seminars presenting on topics related to special needs trusts, planning for a person with a disability, estate planning, and estate administration. She is a Fellow of the American College of Trust and Estate Counsel and is past president of the Special Needs Alliance.
KLEIN, SHARON- Sharon Klein is President of Family Wealth, Eastern U.S. Region, for Wilmington Trust, N.A. She is responsible for overseeing the delivery of all Wealth Management services by teams of professionals, including planning, trust, investment management, family governance and education, family office, and private banking services, to ultra-high-net-worth clients in the U.S. and internationally. Sharon also heads Wilmington Trust’s National Divorce Advisory Practice. Sharon has over 25 years of experience in the wealth advisory arena and is a nationally recognized speaker and author, frequently featured or quoted in publications like the Wall Street Journal and The New York Times. Global media company Forbesfeatures Sharon as a top Advisor in 2021 in two separate categories: One of the Top 100 Women Wealth Advisors in America, and a Best-In-New York Wealth Advisor. Leading business publication Crain’snamed Sharon to its 2020 inaugural list of the Most Notable Women in Financial Advice, an honor that recognizes leading women executives in New York City for their dedication to excellence in the financial industry and significant professional, civic, and philanthropic contributions. In 2018, she was honored by the UJA-Federation of New York Lawyers Division for her contributions to the trusts & estates community and the community at large. Sharon is a Fellow of the American College of Trust and Estate Counsel, a highly selective professional organization of preeminent estate planning attorneys in the U.S. and internationally who are chosen based on outstanding reputation and exceptional skill. Sharon was inducted into the Estate Planning Hall of Fame in 2021, a designation that recognizes individuals who have made outstanding lifetime achievements and contributions to the practice and profession of estate planning. This award is considered the pinnacle of accomplishment in this field. Only 125 people across the U.S. have received the award since its inception in 2004.
REDD, CHARLES- Charles A. Redd is a partner in St. Louis, Missouri, office of the law firm of Stinson LLP.  Mr. Redd concentrates his practice in estate planning, estate and trust administration, and estate and trust-related litigation.  Prior to joining Stinson, Mr. Redd was a partner in and Vice Chairman of the Trusts & Estates Practice Group at the law firm of SNR Denton US LLP (now Dentons US LLP).  Mr. Redd was also previously a partner in the law firm of Armstrong, Teasdale, Schlafly & Davis (now Armstrong Teasdale LLP) and was Chairman of that firm’s Trusts & Estates Department.  He was previously employed as a Trust Administrator by First Wisconsin Trust Company (now U.S. Bank, N.A.), Milwaukee, Wisconsin, and as an Assistant Counsel by Centerre Trust Company of St. Louis (now Bank of America Private Bank). Mr. Redd is a member of the State Bar of Wisconsin, The Missouri Bar, the Illinois State Bar Association, The Bar Association of Metropolitan St. Louis, and the Estate Planning Council of St. Louis. Mr. Redd is listed in The Best Lawyers in America and is “Band 1” ranked by Chambers and Partners in their High Net Worth guide.  He frequently writes and lectures nationally on topics in the trusts and estates field.
DE JONG, DAVID S.- David S. De Jong, LLM, CPA, practices law with the Rockville, Maryland, firm of Stein Sperling Bennett De Jong Driscoll PC, concentrating his practice in tax planning and controversy, estate planning, business transactions, and valuations.  The firm is nationally ranked in Tax Litigation (Tier One), Tax Law, and Trusts & Estates by US News & World Report.  An adjunct professor for over 35 years at five universities, Mr. De Jong 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.  Mr. De Jong 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, Mr. De Jong is a Past President of the Academy 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, Bethesda Magazine, Washington Smart CEO, Best Lawyers in America, Super Lawyers, and CPA Magazine.  Mr. De Jong received his BA from the University of Maryland, his JD from Washington and Lee University, and his LLM in Taxation from Georgetown University.
BANKS, CRAIG- Craig Banks is the Chief Counsel for the State of Alabama Department of Revenue.  He joined the Alabama Department of Revenue in 2012 as an Assistant Counsel and has served as the Chief Counsel for the Department beginning in 2019.  During his tenure with the Department, Craig has represented the Department in litigation concerning all aspects of the state’s tax laws.  Prior to joining the Department of Revenue, Craig worked as a Staff Attorney on the Court of Civil Appeals and clerked for Justice Harold F. See.  Craig also spent over a decade working in the plastics industry in chemical process engineering and environmental engineering roles.
SABATES, MARIO- Mario Sabates is an International Tax Associate at RSM US LLP providing tax compliance and consulting services to multinational clients on the tax implications of their international operations. Additionally, he is a member of RSM’s Blockchain and Digital Asset team, which provides industry-leading guidance on cryptocurrency taxation, structuring, valuation, accounting practices, regulation, custody, operational risks, vendor selection, and anti-money laundering. Lastly, he holds a Tax LLM from Boston University, a JD/MBA from Florida International University in Miami, FL, and is a member of The Florida Bar.
SANDLER STEINERT, KAREN- Karen Sandler Steinert is a shareholder in the Trusts & Estates Group at Fredrikson & Byron, P.A. in Minneapolis, Minnesota. She provides sophisticated estate, gift, tax, and business planning advice to individuals, families, and business owners, with additional expertise in planning for non-traditional families, same-sex couples, and international clients. She is a frequent speaker on a variety of topics locally and nationally. Karen received her J.D. and LL.M from the New York University School of Law. She is a fellow of the American College of Trust and Estate Counsel and is actively involved in the American Bar Association’s Real Property, Trust & Estate Law Section.

 

STEWART, CURTIS- Curtis Stewart began his career with the Atlanta office of Peat, Marwick, Mitchell, and Co. (now KPMG). Later he worked as a sole practitioner in public accounting in the Atlanta, Georgia area. Since 1991, he has worked with the Alabama Department of Revenue in tax areas including business privilege, income, severance, tobacco, fuel, sales, and use taxes, along with business and regulatory licenses.  He served as director of the department’s Tax Policy and Research Division from 2008 to 2012. Since 2013, he has served as deputy commissioner.  He currently oversees the Income Tax Auditing & Appeals, Business & License, Economic Development, and Criminal Investigations tax divisions; along with the Financial Operations functions, including state tax/revenue accounting and budgeting/disbursements.
MARTIN, JIM- Jim Martin is a true “general practitioner” who, for 36 years, has specialized in both income tax and accounting and audit areas.  In addition to serving the accounting and tax needs of 150 clients, Jim performs 75-80 continuing education seminars per year for CPAs and attorneys throughout the United States.  To date, he has prepared and presented over 2400 full and half-day seminars on accounting and taxation topics.  Jim’s philosophy of CPE is simple: spend the class time on topics of applicability and relevance to all and present the topics in an entertaining and fast-moving manner. Jim also regularly consults with CPA firms throughout the United States on a variety of accounting and auditing technical issues and serves as expert counsel in litigation manners.

For more information, contact Jessica Lewis, Program Coordinator, at conferenceservices@ua.edu or 205-348-6956.