Nashville Chapter March Meeting
0603 | TSCPA In Person Events | Update | Scheduled
Please join the Nashville Chapter for our March meeting at TSCPA.
Register by Thursday, March 15. A late registration fee of $30 will be added to all registrations beginning Friday, March 16.
|Number of Credits||Type of Credits|
- Member (Early Bird)
- Non-Member (Early Bird)
Martin J. Satinsky, JD LLM AEP
Marty Satinsky, CPA/PFS, JD, LLM, has been providing tax and financial planning services to individuals and businesses for over thirty years. He has worked with regional and international accounting firms, including seven years as a tax partner with Coopers & Lybrand. Mr. Satinsky currently practices in his own accounting firm in Nashville, Tennessee.
As a partner in the accounting firm of Smart and Associates, LLP, Mr. Satinsky specialized in tax consulting for high net worth individuals and closely-held businesses. As Director of Professional Development, he was also responsible for the Firm's training and Continuing Professional Education (CPE) program through Smart University.
An accomplished author on personal financial matters, he has co-authored seven books on income and estate taxes and personal financial planning, including the popular "Tools and Techniques of Financial Planning" and "Tools and Techniques of Income Tax Planning." A frequent lecturer, Mr. Satinsky has also been an instructor at the American College, Temple University Law School, Georgetown University Law School, Syracuse University Law School and the University of Pennsylvania, and Philadelphia University. Mr. Satinsky is a graduate of the Pennsylvania State University and the Law School of the University of Pennsylvania.
He received his Master of Law degree in Taxation from Temple University Law School. Mr. Satinsky is a Certified Public Accountant in Pennsylvania and has been admitted to the Pennsylvania Bar. He is a member of the American Institute of Certified Public Accountants, and the Pennsylvania Institute of Certified Public Accountants, as well as the American Bar Association, the Philadelphia Bar Association, and the Pennsylvania Bar Association.
He has served as an officer of the Philadelphia Estate Planning Council and as a member of the AICPA Personal Financial Planning Executive Committee and the PICPA Personal Financial Planning Committee. Mr. Satinsky has conducted numerous seminars on tax, estate planning and financial planning topics, including many presentations on life insurance issues, for such organizations, as the Pennsylvania Bar Institute, the AICPA, PICPA, FPA NAPFA, and several Estate Planning Councils. He has also been a principal in Second Opinion Financial Systems, Inc., a company dedicated to improved understanding of how life insurance works. In 2000, he was honored with the Distinguished Estate Planner Award by the Philadelphia Estate Planning Council.Back to Facilitators
Rachel K. Lloyd
Rachel K. Lloyd holds a bachelor’s and a master’s degree, both from Middle Tennessee State University. She has been a practicing CPA since 2009 and has worked in both public accounting and private industry. She currently works for Tenet Healthcare Corporation as a Tax Manager and serves on the Nashville Chapter Board of Directors for the TSCPA.Back to Facilitators
David A. Lister
David Lister, a member (owner) in the tax department with KraftCPAs, joined Kraft in 2006. He has approximately 10 years of extensive experience in taxation of corporations, passthrough entities and high-net-worth individuals. His experience includes serving clients in a variety of industries including construction, manufacturing, wholesale, and distribution (MWD), financial institutions, franchisers and service providers.
In addition to his industry expertise, he also has significant experience assisting clients with mergers, acquisitions and dispositions. David has managed many complex federal and multistate tax planning, research & compliance engagements, including nexus studies, tax examinations and client representations for individuals and large to midsize companies.Back to Facilitators
Erica D. Saeger, MBA
Erica received both her bachelor’s and master’s degree from Middle Tennessee State University. Erica is a CPA licensed in Tennessee and is a member of both the Tennessee Society of Certified Public Accountants and the American Institute of Public Accountant’s. Erica has been with Crosslin for over 12 years. During that, she has participated in the audits of a variety of industries including manufacturing, distribution, not-for-profit entities, foundations, religious organizations, governments, higher education, and privately owned companies.
Erica is the chair of Crosslin’s Fun Committee, which is responsible for various outing for team members and their families as well as luncheons and other firm celebrations. She is also an avid supporter of the Susan G. Komen Race for the Cure. In 2014, Erica participated in the Nashville Young Leaders Council program and became an intern on the Susan G. Komen – Central Tennessee Affiliate Board of Directors. By 2015, she became the Treasurer of the Susan G. Komen – Central Tennessee Affiliate and serves on the Finance Committee, Executive Committee, and Community Development Committee. In 2017, Erica was named “Employee of the Year” by the Nashville Business Journal.Back to Facilitators
Rowan Leathers, JD
H. Rowan Leathers III is a member of the Labor and Employment and Commercial Litigation Groups at Butler Snow. He concentrates his practice on the areas of employment law including litigation, compliance, counseling and training; non-compete and trade secret litigation; class and collective action litigation; financial institution related litigation; and accounting malpractice consultation, regulatory representation and litigation.
Leathers is AV-rated by Martindale-Hubbell and is a CPA. He has served in leadership roles for the American Bar Association, Defense Research Institute, Tennessee Society of Certified Public Accountants and the Nashville Bar Association.
He obtained his J.D. from Emory University and is admitted to the Tennessee State Bar, the U.S. District Courts for the Eastern, Middle and Western Districts of Tennessee, the U.S. Court of Appeals for the Sixth Circuit, the U.S. Supreme Court and U.S. Tax Court.