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2018 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.

 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 

Kelly Myers Headshot

Kelly H. Myers, MBA is the Sr. Consultant with Myers Consulting Group, LLC. with over 37 years of tax experience. Kelly spent over 30 years with the IRS with the last 20 as a Sr. Technical Advisor for Washington DC. Areas of expertise revolve around IRC 469 and Real Estate related issues.

 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.

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.

Lesley Searcy Headshot

For over 20 years, Lesley Searcy has provided leadership to Alabama nonprofits. Eight of those years were spent helping parents find educational opportunities for their children as Executive Director of both the Children’s Scholarship Fund of Alabama and Cornerstone Schools of Alabama. Most recently, Lesley served as the Senior Director of Stewardship at The Foundry Rescue Mission and Recovery Center. Lesley earned a Bachelor of Arts in Communications from the University of Alabama and a Master of Arts in Public and Private Management from Birmingham Southern College. She and her husband, Jim live in Prattville and their son, Sam is a sophomore at Auburn University.

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.