Tennessee Federal Tax Conference - Wednesday Only

615WED  |  Conference  |  Update  |  Scheduled


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.

Also hear sessions on reportable transactions, recent developments in estate planning and estate taxes.

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.


Number of Credits Type of Credits
2.00 Regulatory Ethics
2.00 State Ethics
4.00 Taxes


Member (Early Bird)
Non-Member (Early Bird)
Your Price: $355.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. Early Bird rates will be applied to all registrations made prior to November 7, 2019.

November 20, 2019

8:35am - 9:35am (Central Time)

The U.S. government is attacking partnerships that make easement donations to charitable organizations by (i) identifying them as “listed transactions” in Notice 2017-10, (ii) mandating the filing of Forms 8886 (Reportable Transaction Disclosure Statement) and Forms 8918 (Material Advisor Disclosure Statement) by various parties, (iii) launching a “compliance campaign” consisting of dozens of specialized Revenue Agents, (iv) filing a Complaint in District Court in Georgia seeking a permanent injunction of certain appraisers and organizers, (v) including easement transactions on the IRS’s “dirty dozen” list, and (vi) having the Senate Finance Committee conduct an inquiry of potential abuses. This presentation explores attacks raised by the IRS, defenses presented by taxpayers, and recent Tax Court decisions.

Select One and Only One
9:50am - 11:50am (Central Time)

The attorney ethics track features two individual sessions within the two hour track.

9:50am - 11:50am (Central Time)

This course is designed to meet the specific ethics requirements for the state of Tennessee. It covers information concerning individual and firm licensee requirements, new developments for licensees, professional conduct, complaints and disciplinary actions as they relate to Tennessee CPA licensees.

11:50am - 12:40pm (Central Time)

Sponsored by CPACharge

12:40pm - 1:40pm (Central Time)
1:45pm - 3:25pm (Central Time)

We will discuss Treasury and IRS rulings that are of interest to those engaged in estate planning, as well as recent Federal and state cases that suggest opportunities and highlight pitfalls for the estate planning practice. We will also spend some time reviewing planning ideas and interesting, effective strategies in view of the current planning environment.

3:40pm - 4:40pm (Central Time)

The 2017 Tax Cuts and Jobs Act changed the face of estate planning by doubling the transfer tax exclusion, which now stands at $11.4 million and growing. As a result, many clients now believe that they have too much life insurance. Should they cash in those policies? Tom Pauloski, National Managing Director of Bernstein’s Wealth Planning and Analysis Group, and a former insurance executive and estate planning attorney, will discuss why, in many cases, existing life insurance should be retained or repurposed, rather than cashed in. 

In addition, Tom will discuss how the income tax deferral feature of life insurance can be used to produce better returns in what is expected to be a very challenging investment environment. Tom will use sophisticated wealth forecasting software and the case study method to illustrate key takeaways.


In order to select CLE credits, please login to your account or register with your applicable BPR number.


Hale E. Sheppard, JD, LLM

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

Bryan Howard

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

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

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