Tennessee Federal Tax Conference
615 | Conference | Update | Scheduled
A Live Stream version of this event is available here.
Join your peers at one of TSCPA’s most popular conferences, the Tennessee Federal Tax Conference. Co-sponsored by TSCPA and the Tennessee Federal Tax Institute, this three-day program brings together national and local tax leaders who provide participants with an update and analysis of changes and the latest from Washington, D.C. Hot topics to be covered this year include individual tax planning under the Tax Cuts and Jobs Act, estate planning, Opportunity Zones, a Wayfair update and more. Featuring a variety of sessions including separate ethics tracks for attorneys and CPAs and a panel discussion of 199A/163J, the 2019 Tennessee Federal Tax Conference will provide you with insight to help you anticipate future developments and best guide your clients.
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 $189 rate is good through October 29.
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- Member (Early Bird)
- Non-Member (Early Bird)
Hale E. Sheppard, Esq.
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 active tax writers in the country. He has published over 100 articles in some of the nation's top tax journals, including Journal of Taxation, International Tax Journal, The Tax Adviser, Journal of International Taxation, Journal of Tax Practice and Procedure, Taxes Magazine, Practical Tax Lawyer, Journal of Passthrough Entities, Tax Management International Journal, Journal of Multi-State Tax & Incentives, Tax Notes International, Practical Tax Strategies, Corporate Business Taxation, and Journal of Real Estate Taxation. He has also published major articles in more than 20 university law reviews, both in the United States and Latin America.Back to Speakers
Jennifer L. Weske, CPA, CGMA, CFE
Jennifer Weske obtained her bachelors degree in business administration (BBA) from Stephen F. Austin University with a major in accounting and a minor in computer science. During college, she worked on the Space Station OSC (Operations Support) contract at NASA. This was both a fun and exciting job! Immediately after college, Jennifer passed her CPA exam.
After graduation, Jennifer started her career in public accounting as an auditor with Arthur Anderson in the Houston office and was eventually recruited to start a computer audit group. From public accounting, Jennifer was recruited by FedEx to work in a computer audit group in Memphis. Jennifer has experience in project management, training, information systems and finance. Jennifer obtained her MBA in Finance from the University of Memphis and her Ph.D. in Accounting from Northcentral University with a specialization in forensic accounting. Jennifer is a Certified Public Accountant (Inactive), a Chartered Global Management Accountant, and a Certified Fraud Examiner. Jennifer also obtained one of the first Certified Information Systems Audit designations in 1990 but does not have an active certification. Jennifer teaches full time at Christian Brothers University as an Associate Professor of Accounting and is the Director of the Master of Accountancy program.Back to Speakers
BRYAN HOWARD is a founding member of Howard Mobley Hayes & Gontarek, PLLC. He assists high net worth families with wealth transfer planning, tax reduction planning, charitable giving and asset protection planning. He also advises the owners of closely-held businesses with respect to tax and business succession issues and represents fiduciaries and beneficiaries with regard to trust and estate administration and litigation issues. Bryan is an ACTEC Fellow, a certified Estate Planning Specialist in Tennessee, and is listed in Best Lawyers in America® (2001-2015 editions).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
Thomas J. Pauloski, JD
Pauloski is National Managing Director for Wealth Planning and Analysis, the research division of Bernstein Private Wealth Management’s Private Client Group. He works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Previously, Tom was a partner at the Chicago law firm of Winston & Strawn LLP, where he concentrated his practice in estate, tax, and business planning. Tom also has been a member of the Chicago law firm of Levin & Schreder, Ltd., a Vice President in the Private Client Group of Zurich Life in Long Grove, Illinois, and a partner at the Chicago law firm of Schiff Hardin & Waite.
Tom is a nationally known speaker on estate planning, tax, and insurance issues, and has written numerous articles and continuing legal education materials on estate planning topics. He serves on the faculty of the American Bankers Association National Trust and National Graduate Trust Schools, and has served on the adjunct faculty of the Cannon Financial Institute Schools. Tom has been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Tom also has served on the editorial board of Trusts & Estates magazine. He retired from the United States Naval Reserve in 2003, after 21 years of service.
Tom received his bachelor of science degree in environmental engineering from Northwestern University, and his juris doctor, magna cum laude, from Loyola University Chicago School of Law, where he served as editor-in-chief of the Loyola Law Journal.Back to Speakers
Brian S. Masterson, JD, LLM, CPA
Brian Masterson is a member of the accounting faculty in the College of Business at Lipscomb University and is a tax attorney in Butler Snow LLP’s Business Services practice group. Brian has significant experience in the areas of corporate and partnership taxation, mergers & acquisitions and commercial transactions.
During his legal career, he has served a wide variety of clients with respect to state and federal tax planning, tax controversy matters, mergers and acquisitions, and structuring strategic business relationships, such as joint ventures and partnerships, and represented public, closely-held and venture-financed companies, REITs, REMICs, partnerships, limited liability companies and sole proprietors.
In addition to Brian’s teaching responsibilities at Lipscomb and legal practice at Butler Snow LLP, he is an adjunct professor at the Georgetown University Law Center in Washington, where he co-teaches with Stef Tucker a course entitled “Tax Planning for Real Estate Transactions” each fall in the LL.M. program.Back to Speakers
Cindy T. Anderson, CPA/PFS
Cindy Anderson is a Senior Manager in the LBMC Tax practice. She has extensive tax experience in individual, business, estate, trust, and inheritance returns.
Cindy is a member of the Wealth Management team at LBMC, where she works with closely-held businesses and their owners on a wide range of tax issues, as well as high wealth individuals and families to maximize their wealth building and protection strategies.
Cindy has been involved in tax, accounting and consulting engagements in various industries including real estate and construction, restaurant, wholesale distribution, service organizations, healthcare, retail businesses, and not-for profits. She enjoys working closely with clients and their staff to take care of their needs, answer questions or provide software assistance.Back to Speakers
Blake E. Harrison, CPA/PFS
Blake Harrison is a Senior Manager with LBMC Tax Services. He has gained expansive experience in tax planning and compliance working with clients in Northeast Ohio, Washington, DC and New York City before settling in Nashville.
Blake practices in the LBMC Wealth Management Services team where he serves the needs high net worth clients and their families. He specializes in investment entity taxation as well as individual, trust, and estate tax planning and compliance. He has worked with clients in various industries including investment managers, entrepreneurs, manufacturers, real estate professionals and university professors.Back to Speakers
Dr. Chris Kuehl is a Managing Director of Armada Corporate Intelligence. He provides forecasts and strategic guidance for a wide variety of corporate clients around the world. He is the chief economist for several national and international organizations – Fabricators and Manufacturers Association, National Association of Credit Management, Finance, Credit and International Business and the Business Information Industry Association. He is also the economic analyst for several state accounting societies – Missouri, Kentucky, Tennessee and Kansas.
Prior to starting Armada in 1999 he was a professor of economics and finance for 15 years – teaching in the US, Hungary, Russia, Estonia, Singapore and Taiwan. He holds advanced degrees in economics, Soviet studies and East Asian studies.
Chris is the author of Business Intelligence Briefs and Executive Intelligence Briefs - both publications from Armada. He is also responsible for the Credit Manager’s Index from NACM and Fabrinomics from the FMA.Back to Speakers
Mark C. Patterson, CPA
Mark Patterson, a member (owner) with KraftCPAs and co- practice leader of the KraftCPAs manufacturing, wholesale, distribution (MWD) industry team, has been working in public accounting since 1985. Prior to joining KraftCPAs, he worked with local and national public accounting firms. Mark's responsibilities include tax research and planning, reviewing income tax returns and supervising tax professionals. He provides tax compliance and planning for middle- market companies and their owners.
Mark has experience with the manufacturing, transportation and service industries including tax consulting and compliance for American subsidiaries of foreign owned companies. His expertise has helped numerous clients reduce their tax burden through the identification of various state and federal tax credits, deductions and other incentives, including but not limited to the Tennessee Jobs Tax Credit, the federal research and development (R&D) credit, IC-DISC for exporters, the domestic manufacturing deduction and cost segregation studies.Back to Speakers
Claude E. Blankenship, CPA, CGMA
CJ Blankenship is the Managing Partner at the firm and consults with clients and the BCPAG team on the most challenging tax, accounting, management and financial matters. He is a National Merit Scholar and received his Bachelor of Business Administration with honors in Accounting from Belmont University.
He has over twenty years of management experience in a variety of industries and service sectors and had worked at Crowe Chizek (currently Crowe Horwath, LLP) and RSM McGladrey, Inc. prior to joining the firm in 2007. CJ was admitted as a partner in the firm in February of 2009 and has served as the managing partner since.
Over his career CJ has performed a variety of consulting services for hundreds of clients, including serving in an outsourced CFO capacity for an international manufacturing and distribution company with operations and customers around the globe.
CJ spends his workdays on mergers and acquisitions, not-for-profit consulting and compliance matters, planning (particularly with tax favored investment strategy), management consulting, tax compliance, accounting systems and matters for businesses, not-for-profits and individuals, and manages the day to day processes and strategic direction of the firm.
CJ has a heart for Christian ministries and is the Founder and President of Christian Recovery Houses, Inc., and consults with several not for profit boards. He has also served the TSCPA Nashville Board and Federal Tax Committee, and has served as the Treasurer at the Tennessee Christian Chamber of Commerce. He used to spend a lot of hours with the guitar and Christian song-writing, playing golf, camping, hunting, fishing, writing and exercising. Now, he is blessed to have married up to his lovely wife Amanda, and spends most of his free time as a father of two wonderful sons and a sweet little girl to round out the brood.Back to Speakers
Stephen A. Turner, CPA
Stephen Turner is a Shareholder in the LBMC Tax practice.
He primarily focuses on the issues facing partnerships and joint ventures.
Stephen has extensive experience serving venture capital, mezzanine debt, and private equity clients as well as clients in the healthcare, pharmaceutical, technology and real estate industries. He has served clients in all aspects of partnership and joint venture formations, operations, acquisitions, monetizations, compensation matters, use of Up-C structures and other exit strategies. He has significant experience in partnership structuring, partnership diligence and partnership tax compliance.
Stephen has also assisted many clients with the review of term sheets and letters of intent for acquisitions and joint ventures, the review of operating agreements and partnership agreements, and the review of private placement memorandums.Back to Speakers
Robert V. Whisenant, CPA, CVA
Bob has more than 35 years of experience helping clients with complex tax matters, financial statement reporting, business planning and litigation support work. He has assisted many business owners in transitioning their ownership interests to external purchasers and successive generations for both family and employees. Bob also leads the firm’s assurance practice and oversees all audit engagements, agreed upon procedures and attestation services.
Bob has comprehensive experience in tax matters related to corporations, partnerships, individuals, estates and trusts. He also offers management advisory services and consulting in the areas of business valuation issues in connection with estate and gift taxation and succession planning. The diversity of his client experience positions Bob to handle the development of key tax strategies for improving cash flow, minimizing tax exposure, or transferring assets in estate planning.
Bob’s litigation work includes business valuation, forecast modeling, lost profit analysis and damage calculation. These engagements have been in the areas of divorce, breach of contract, lost earnings and dissenting shareholder actions. Bob’s level of accounting experience and business judgment is often sought in litigation engagements. He has testified as an expert witness in these engagements in both federal and state courts. Few accountants in public practice hold the breadth of exposure to complex issues as Bob.Back to Speakers
J. Leigh Griffith, JD, LLM, CPA
In his more than 35 years of practicing tax and business law, Leigh Griffith has helped clients grow their businesses from the start-up stage to billion-dollar corporations. Transaction-oriented businesses, healthcare companies, private equity firms, Limited Liability Companies (LLCs), and partnerships rely on Leigh's experience and counsel to structure their tax matters, which can range from a few million dollars to over $1 billion.
Colleagues and clients regularly turn to him for his deep knowledge of tax at the state, national and global levels as well as the intersection of non-profit tax law, for-profit tax law and healthcare regulatory law.
Leigh’s background as a certified public accountant has contributed to groundbreaking legal work, including: creation of the first LLC in Tennessee; development of the Double Holdco LLC structure for the home healthcare industry; being named principal draftsman of the Tennessee LLC Act; participating in the first life insurance/annuity combination securitization, recognized by the rating agencies as a new security and a new asset class; American Bar Association Tax Section Advisor to National Conference of Commissioners on Uniform State Laws - Series of Unincorporated Business Entities Drafting Committee. One of approximately 650 Fellows of the American College of Tax Counsel, Leigh is also a sought-after seminar leader for continuing professional education programs. Leigh contributes a bimonthly column, "The Pass Through Partner," in Taxes Magazine, published by CCH Tax and Accounting.
Leigh has been recognized for his vast tax law experience in The Best Lawyers in America since 1995. A partner in the Nashville office of Waller Lansden Dortch & Davis, LLP, Leigh earned his J.D. from Vanderbilt University Law School. He holds an LL.M. in Taxation from New York University and earned his B.A., magna cum laude, from the University of Virginia.Back to Speakers
Bruce A. McGovern, JD, LLM
Bruce McGovern is a tenured member of the faculty at South Texas College of Law Houston, where he also serves as Director of the school’s Low Income Taxpayer Clinic. Previously, he served for many years as the school’s Vice President and Associate Dean for Academic Administration. He received his undergraduate degree from Columbia University and his law degree from Fordham University School of Law. After law school, he served as a judicial clerk for Judge Thomas Meskill on the U.S. Court of Appeals for the Second Circuit in New York. He then practiced law with the law firm of Covington & Burling in Washington, D.C. He subsequently earned an LL.M. in Taxation from the University of Florida Levin College of Law, where he taught as a visiting faculty member before joining the faculty at South Texas College of Law Houston.
Professor McGovern teaches and writes in the areas of business organizations and taxation. His courses include Federal Income Taxation, U.S. Taxation of International Transactions, Partnership and Subchapter S Taxation, and Federal Tax Procedure. He frequently speaks on recent developments in federal income taxation. Professor McGovern is a member of the Council of the State Bar of Texas Tax Section, a former Chair of the Houston Bar Association Section of Taxation, and a Fellow of the American College of Tax Counsel.Back to Speakers
Steven Wlodychak, JD, LLM
Steve is a principal in Ernst & Young LLP’s National Tax Department in Washington, DC and the state and local leader of its Center for Tax Policy where he monitors state and local tax developments throughout the US. In addition, Steve is a leading principal in its state and local transactions tax practice, focusing on assisting private equity and strategic investors in the structuring and due diligence investigations of numerous transactions. He has addressed state and local tax considerations of transactions in all 50 states and on more than 900 different transactions.
Steve previously served in Ernst & Young LLP’s Los Angeles and New York offices, was a state and local tax attorney for one of America’s largest insurance companies, and an associate attorney with a major regional law firm. He previously worked in state government in New Jersey, including for the governor of the state.
Steve has published extensively on various aspects of state and local taxation, most recently as the co-author of Bloomberg BNA’s Pass-through Entity Tax Navigator, an electronically based resource that provides coverage of the state taxation of partnerships, S corporations and other pass-through entities. A frequent speaker, Steve hosts the EY’s popular quarterly State and Local Tax webcasts and has led seminars on state and local tax matters throughout the US on a wide range of state and local tax topics. Steve was recently honored as the first recipient of the EY Tax Educator of the Year Lifetime Achievement Award.
Steve is a graduate of Georgetown University’s School of Foreign Service, received his law degree from Seton Hall University’s School of Law (where he also served as an Associate Editor of the Law Review) and received his LL.M. in Taxation from New York University.
Steve is a guest lecturer on state and local taxation at Georgetown University’s School of Law and a member of the bar associations of the District of Columbia, New Jersey and New York.Back to Speakers
David Gerregano, Commissioner
David Gerregano has served as the Tennessee Department of Revenue’s commissioner since December 2016. Governor Bill Lee reappointed Gerregano as Revenue commissioner in January 2019. Gerregano, a native of Gainesboro, has worked for the Department for more than 20 years. Since starting with Revenue in 1997 as tax counsel, he has held multiple legal and administrative positions such as hearing officer, general counsel, assistant commissioner and deputy commissioner. Gerregano currently serves on the Federation of Tax Administrators Board of Trustees and previously served as president of the Southeastern Association of Tax Administrators.
Gerregano received his J.D. from Vanderbilt University Law School in 1995, and he clerked for the Chancery Court of Rutherford County until 1997 before joining the Department. In his spare time, Gerregano enjoys woodworking and spending time with his wife and two children.Back to Speakers
Stephen J. Jasper, JD
As businesses encounter disputes or potential disputes with the state of Tennessee and other taxing authorities, Steve Jasper makes sure those businesses receive fair tax treatment and the full tax savings they are entitled to receive. Steve represents his clients in negotiations with taxing authorities and, as necessary, guides businesses through administrative proceedings or trials. Steve provides counsel with special attention to clients' business objectives, and in the past five years alone has successfully received over $200 million in tax savings on behalf of his clients. As a reflection of his specialized experience in state tax matters, on multiple occasions Steve has been selected by the Tennessee Department of Revenue to help draft major rewrites to significant portions of Tennessee's tax statutes.
Steve's clients include multi-national Fortune 500 companies with locations and business operations across the globe, as well as Tennessee-based companies with a single business location.Back to Speakers