Tennessee Federal Tax Conference WED ONLY
615WED | Update | Scheduled
Tennessee Federal Tax Conference: Wednesday Only Option!
Brought to you by the TSCPA and the Tennessee Federal Tax Institute, this Wednesday only option allows you to complete your ethics requirements with a single day registration.
Don’t miss the latest on everything you need to know, including estate planning and partnerships, from expert facilitators like Jere Doyle, in one day: Wednesday, Nov. 15. The conference will be held at the Cool Springs Marriott in Franklin, Tenn.
Need a hotel room over the course of the conference? Please visit our dedicated Marriott booking website. If you would like to call in your reservation, please call 615-261-6100 and mention TSCPA Federal Tax Conference Rate. This special $191 rate is good through October 24th.
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Download course material prior to event.
Robert C. Webb, JD, LLM
Robert has established a reputation as a litigator in civil and criminal tax litigation matters, white-collar criminal defense, and business litigation. Over the past twenty years, he has resolved thousands of civil and criminal tax matters at the federal, state and local level. Robert has worked at the Department of Justice Tax Division in Washington, D.C. while pursuing his Masters of Law (LL.M.) in Taxation from Georgetown University Law Center in Washington, D.C. Robert has taught federal taxation of entities at Bellarmine College, authored the Criminal Tax Practice Monograph for the University of Kentucky College of Law and speaks annually at the American Bar Association Criminal Tax Institute.
Robert is a member of the firm's white collar group and tax controversy and litigation practice group. He has represented taxpayers in tax controversy matters from Connecticut to California. Robert has handled civil and criminal tax cases throughout the United States. He regularly represents clients in civil and criminal tax controversies before the IRS and in the United States Tax Court, United States District Court and the Kentucky Board of Tax Appeals. He has led the defense of federal and state criminal offenses at the investigatory, grand jury, and trial levels in such areas as criminal tax fraud, mail and wire fraud, interstate transportation of stolen goods, criminal and civil RICO, health care fraud, criminal antitrust, money laundering, gambling, and environmental matters. Robert regularly conducts internal investigations for public companies involving computer fraud and document destruction issues, and designs and implements records management systems.Back to Speakers
J. C. Coffman, JD
Christopher is a member in the Louisville office of Frost Brown Todd LLC. His practice concentrates on civil and criminal tax controversies. Christopher has represented clients in administrative proceedings before local and state taxing authorities and the Internal Revenue Service. In addition, he has represented clients before the United States Tax Court. He also has significant experience in representing clients in criminal matters at both the state and federal level.
Christopher has represented clients through federal investigations and at trial on criminal issues such as tax fraud and evasion, bank fraud, Medicare/Medicaid fraud, mortgage fraud, securities fraud, RICO conspiracies, mislabeling of food products, violations of the Foreign Corrupt Practices Act, voting fraud, money laundering, and state consumer protection act violations. Christopher earned his B.A. from Lipscomb University, cum laude (1998), and his J.D. from Vanderbilt University Law School (2001).Back to Speakers
Mark Rooks, JD
Mark is an Illinois licensed attorney residing in Knoxville, Tennessee and has been in the accounting liability field since 1993. His roles have included Risk Control Consulting Director and Claim Consulting Director; and he has supervised claims and litigation against accountants in high-exposure cases.
Mark holds a Bachelor of Arts from the University of Illinois and earned a Juris Doctor from Ohio State University School of Law.
Retiring at the rank of Commander, Mark served in the US Navy Judge Advocate General’s Corps. He defended Naval and Marine Corps Courts Martial and administrative boards and represented the Department of the Navy in claims related to Naval and Marine Corps operations.Back to Speakers
Katherine G. Watts, CPA, CHC
Katherine is the partner in charge of healthcare services for HORNE LLP. She leads a team of Certified Public Accountants and healthcare consultants providing services to physicians, medical groups, hospital systems, ambulatory surgery centers and other healthcare organizations as they develop strategies to meet today’s market demands. Kathy provides healthcare, consulting and taxation services. Her primary concentration is in both the financial and operational aspects of medical practices including startups, mergers and dissolutions, outsourced accounting, physician compensation modeling, practice and clinic transfers of ownership, benchmarking and fee schedules, and tax planning and consulting.
Kathy currently serves as the chair of the Belonging at HORNE steering committee and on the technology steering committee. She made firm history in 2016 when she was elected and served as the first female chair of HORNE’s Board of Directors.
Kathy joined HORNE in 2004. She has more than 30 years of experience providing assurance, tax and consulting services to physician practices and related entities.
Kathy earned a Bachelor of Business Administration from the University of Alabama. Kathy is licensed to practice public accounting in Tennessee and Mississippi. She is certified in Healthcare Compliance by the Health Care Compliance Association.Back to Speakers
Douglas E. Warren, CPA, CFF, CFE
Douglas E. Warren, is managing partner of Warren & Tallent CPAs, PLLC, holds designations as a CPA, Certified in Financial Forensics and Certified Fraud Examiner. He received his BS in accounting from Tennessee Wesleyan College.
Warren is a frequent speaker at conferences and seminars across the country. He was named the 2016 AICPA Speaker of the Year. His primary concentration is in the area of taxation, fraud examinations and litigation support. He has provided expert testimony in over 35 cases and oversees the firm’s litigation consulting practice.
Warren serves on several boards and is currently the Chair of the Tennessee Society of CPAs.Back to Speakers
Turney P. Berry, JD
Turney P. 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), currently serving as Chair of the Estate & Gift Committee and State Chair for Kentucky, and is a past Regent of the College, former President of the ACTEC Foundation, and previous chair of the Charitable and Tax Exempt Committee.
As a Uniform Law Commissioner, Mr. Berry currently serves as Chair of the drafting committee for the Uniform Fiduciary Income and Principal Act (a revision of the principal and income acts), Vice-Chair of the drafting committee for the Uniform Directed Trust Act, Vice-Chair of the Drafting Committee on Electronic Wills Act, and Vice-Chair of the Study Committee on Trust Management of Funds Raised through Public Fundraising. He has served as chair of the Uniform Power of Appointment Act and as a member of the drafting committee for Uniform Acts on the Fiduciary Access to Digital Assets (revised act), Decanting, Insurable Interests, Premarital and Marital Agreements, Transfer on Death Deeds, and the Uniform Probate Code Artificial Reproductive Technology provisions.
For the American Bar Association, Mr. Berry serves as Co-Chair of the Charitable Planning Committee for the Section of Real Property, Trust and Estate Law and on the Conservation Easement Task Force.
Mr. Berry is a Fellow of the American College of Tax Counsel, a member of the American Law Institute, a member of the Advisory Council of the Heckerling Institute on Estate Planning, a Member of the Advisory Board of Trusts and Estates Monthly, a member of the Joint Editorial Board for Uniform Trust and Estates Act, and a member of the Bloomberg BNA Tax Advisory Board (Estates, Gifts, and Trusts). He serves as Adjunct Professor at the University of Miami Estate Planning LLM Program (Business Succession Planning), and has served as Adjunct Professor at Vanderbilt University, the University of Missouri, and the University of Louisville, and regularly speaks at the nation's leading estate planning conferences. Since 1996, Mr Berry has served as Co-Chair of the Midwest/Midsouth Estate Planning Institute at the University of Kentucky (the longest continuously run CLE event in Kentucky).
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.
Mr. Berry is the author or co-author of three Tax Management Portfolios: Estate Tax Deductions - Sections 2053 and 2054; Private Foundations - Self Dealing - Section 4941; and Taxable Expenditures - Section 4945. In addition he is co-author of Trust Law in Kentucky (in progress) and his frequent articles have appeared in numerous journals and magazines. Mr. Berry received the Texas Bar Foundation Outstanding Law Review Article award for an article he co-authored with Paul Lee titled “Retaining, Sustaining and Obtaining Basis” which was published by the Texas Tech Estate Planning and Community Property Law Journal in January 2015
Mr. Berry has been an Articles Editor of The Tax Lawyer and a past chair of the Louisville Bar Association Probate and Estate Planning Section (1989 Section of the Year). He is a member of the Louisville Estate Planning Council, Kentuckiana Planned Giving Council, and an adjunct member of the American Association of Life Underwriters.
A native of Tennessee, Mr. Berry received his B.A. and B.L.S. in 1983 from the University of Memphis and his J.D. in 1986 from Vanderbilt University.Back to Speakers
Jeremiah W. Doyle, JD
Jere Doyle is an estate planning strategist for BNY Mellon's Private Wealth Management group and a Senior Vice President of Bank of New York Mellon. He has been with the firm since 1981. Jere provides high net worth individuals and families throughout the country with integrated wealth management advice on how to hold, manage and transfer their wealth in a tax efficient manner. Jere is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals (First Circuit) and the United States Tax Court. He formerly served as a member of the Massachusetts Joint Bar Committee on Judicial Appointments.
He is the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns, a contributing author of Understanding and Using Trusts, a contributing author of Drafting Irrevocable Trusts in Massachusetts all published by Massachusetts Continuing Legal Education, a reviewing editor of the 1041 Deskbook published by Practitioner’s Publishing Company and a contributing columnist for Estate Planning Review – The Journal published by Commerce Clearing House.
Jere is a lecturer in law in the Graduate Tax Program at Boston University School of Law teaching courses in Exempt Organizations, Tax Aspects of Charitable Giving and Tax Aspects of Marital Dissolution.. Jere received a LL.M. in banking law from Boston University Law School, a LL.M. in taxation from Boston University Law School, a Juris Doctor from Hamline University Law School and a BS in accounting from Providence College. He served as president of the Boston Estate Planning Council and as a member of its Executive Committee and was a 20-year member of the Executive Committee of the Essex County Bar Association. He is also a member of the steering committee for the American Institute of Certified Public Accountants Advanced Estate Planning Program.
He was named as the “Estate Planner of the Year” in 2009 by the Boston Estate Planning Council. In 2011 he was elected to the National Association of Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame as an Accredited Estate Planner® (Distinguished). He has spoken at numerous professional education programs throughout the country on various topics, been quoted in numerous business publications and has appeared on CNBC, MSNBC and CNN.Back to Speakers
Albert W. Secor
Al joined Southeastern Trust Company, a division of Atlantic Capital Bank, N.A. in November 2014 as a Trust Officer. Al has over 40 years of experience in both private practice and banking, specializing in tax and estate planning and administration. In addition to serving individual clients, Al and a group of similarly qualified lawyers from across Tennessee have been instrumental in updating Tennessee’s will, estate administration, trust, guardian and conservator laws enabling Tennessee to be one of the leading jurisdictions in the US in these areas. He is the author of Tennessee Probate, a handbook for lawyers and paralegals in the proper management of estates, and Tennessee Elder Law, a handbook for lawyers and paralegals to help their clients plan for aging and the challenge of managing their affairs. Al received both his Bachelor of Business Administration in accounting and Doctor of Law degrees from Emory University, and earned a Master of Law in Taxation from New York University. He is a Fellow in the American College of Trust and Estate Counsel.Back to Speakers