2019 Federal Tax Clinic | Speakers

Speaker Biography
David Aughtry headshot

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.

 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.

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.

 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 

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.

Hale Sheppard

Hale E. Sheppard is a Shareholder with Chamberlain Hrdlicka, Chair of the International Tax Group, and Member of the Executive Committee. He defends individual and businesses with IRS problems, particularly those involving international issues. Hale holds five college degrees. At the University of Kansas, he earned a B.S., with distinction, M.A., with honors, and J.D. He later received an LL.M. degree in international law, with highest distinction, from the University of Chile. Finally, he obtained an LL.M. degree in tax from the University of Florida, where he was a graduate tax scholar. During his studies, Hale served as a graduate editor of the Florida Tax Review and member of the Kansas Journal of Law & Public Policy. Hale ranks among the most prolific tax writers in the country, publishing over 100 major articles in some of the nation's top law reviews and tax journals.

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.