2021 Federal Tax Clinic | Speakers

 

Speaker Biography
David D. Aughtry 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 P. 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 A. 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 J. 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 E. 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 B. 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.
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.
Dale Stone Dale Stone is a shareholder with Dominick Feld Hyde, P.C. in Birmingham, Alabama. He received his LL.M in Taxation from New York University and his undergraduate and law degrees from the University of Alabama. For over forty years, Mr. Stone has practiced in the areas of estate planning, business succession planning, probate, trust and estate administration, and tax law. Designated as an Accredited Estate Planner by the National Association of Estate Planners & Councils, Mr. Stone is listed in The Best Lawyers in America and Mid-South SuperLawyers in the area of Trusts and Estates. Mr. Stone is a Fellow and member of the Board of Regents of the American College of Trust and Estate Counsel and, for fifteen years, was an Adjunct Professor at the University of Alabama School of Law teaching Estate Planning in both the undergraduate and the LLM programs. A past president of the Birmingham Estate Planning Council, Mr. Stone is also a frequent speaker at professional education seminars, where he presents topics related to income, estate, gift, and generation-skipping transfer taxes.
Johnny Lyle John (“Johnny”) F. Lyle, III is an attorney with the law firm of Lyle Johnson LLC in Fairhope Alabama. Johnny practices law in the areas of corporate, partnership and limited liability company planning, estate planning, probate, trust and estates, domestic and international tax planning, tax controversies, transactions, mergers and acquisitions, timber, public finance, economic development and tax credits, and franchise law representing businesses, individuals and families. Johnny is a member of the Board of Directors of the Federal Tax Clinic (current President), the American Institute on Federal Taxation, the American Forest Landowners, Inc. and the Estate Planning Council of Mobile (past President). He is also a member of the Tax Section of the Alabama Bar Association (past Chairman).