2022 Federal Tax Clinic | Speakers

 

Speaker Biography
David D. Aughtry – 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.
Mike Brand headshot Mike Brand – Known as a nationally acclaimed, accounting industry expert and speaker, Michael (Mike) has been involved in all aspects of public accounting, with an emphasis in providing accounting, auditing and review services to clients in the for-profit, nonprofits and governmental sectors. He is a former member of the American Institute of CPAs (AICPA) Professional Ethics Executive Committee, is the past chair of the AICPA’s Accounting and Review Services Committee and the Alabama Society of CPA’s Peer Review Committee and is the current Chair for the ASCPA. Furthermore, Mike teaches continuing education classes across the country for state societies and individual firms and has received the AICPA’s Outstanding Discussion Leader Award multiple times along with the ASCPA’s Thomas A. Ratcliffe Outstanding Discussion Leader Award.
Winston Busby headshot Winston Busby – J. Winston Busby is a shareholder in Dentons Sirote’s Birmingham, Alabama office, where he is a member of the Trusts, Estates and Wealth Preservation practice. Winston provides counsel to individuals, families, and business owners on estate planning, trust planning, wealth preservation, probate, and tax planning, emphasizing strategies to minimize both estate and income taxes. He also works with closely held business owners on a variety of issues, including generational transfers and succession and tax planning. Additionally, he assists fiduciaries with the administration of trusts and estates.
Bruce Ely headshot Bruce P. Ely – 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.
Jordan Goodman headshot photo Jordan Goodman – Jordan is a partner in HMB’s State and Local Tax (SALT) Group and focuses his practice on resolving complex SALT controversies for Fortune 1000 corporations and wealthy families, nationwide. Jordan represents operationally complex companies in manufacturing, retail, financial services, e-commerce, broadcasting and telecommunications. As an attorney and CPA with decades of experience, Jordan has successfully resolved tax controversies in nearly every state and has counseled clients on the full range of tax issues and organizational structures affecting their businesses. He also represents numerous clients in multistate unclaimed property litigation and advises on a wide range of compliance issues.
Marc Hamilton headshot Marc Hamilton – Marc Hamilton is the Chief Financial Officer of CDG, Inc. and is responsible for overseeing the firm’s accounting and financial activities. Utilizing 35 years of corporate accounting and tax experience, Hamilton focuses his efforts on analyzing data, designing and implementing processes across the company, and incorporating emerging technology into financial activities.
Lisa McKinney headshot Lisa McKinney – Lisa McKinney 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.
Karen Miller headshot Karen Miller – Karen Miller joined the faculty of the Culverhouse School of Accountancy at the University of Alabama in 2019 and currently teaches both undergraduate and graduate tax courses. Prior to joining the faculty at the Culverhouse School of Accountancy, Karen worked for PricewaterhouseCoopers for twenty-two years, serving as a tax partner based in the firm’s Birmingham office.  During her time at PricewaterhouseCoopers, Karen specialized in providing tax consulting, compliance, and provision services to the firm’s publicly traded and privately held clients in the Southeast region.
Steve Pearson headshot Steve C. Pearson – Steve Pearson attended the University of Missouri and obtained a BS in Business Administration in 1978, majoring in Accounting. Steve was then employed by CPI Corporation and then Angelica Corporation, both located in St. Louis, as an Accountant and Internal Auditor. While attending Southern Illinois University-Edwardsville part-time, working towards his MBA, Steve decided to enter law school. Steve graduated from Cumberland School of Law at Samford University in 1986 with a J.D., and received an L.L.M. in Taxation from Emory University in 1987. He has a general business and tax practice, advising and assisting individuals with estate planning, trusts, probate administration, business planning, business transactions, real estate transactions, commercial transactions and lending.
Jim Sowell headshot Jim Sowell – 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.
Robbie Turnipseed headshot Robbie Turnipseed – Robert’s practice focuses primarily in the areas of taxation and tax planning, trusts and estates, tax controversies (state and federal), business succession planning, business transactions, mergers and acquisitions, bankruptcy, and probate. He joined the firm as a partner in 2011. He is a 1993 graduate of Auburn University, where he received a Bachelor of Arts degree in English, with a concentration in Technical and Professional Communication. Robert received his law degree in 1996 from the Cumberland School of Law at Samford University, and thereafter received an L.L.M. in Taxation from the University of Alabama School of Law, graduating with High Honors. He served as a law clerk for Justice Reneau Almon of the Alabama Supreme Court in 1996, and has been in private practice since 1997.