Tennessee Federal Tax Conference

615  |  Conference  |  Update  |  Scheduled

Description

Co-sponsored by TSCPA and the Tennessee Federal Tax Institute, the Tennessee Federal Tax Conference convenes national and local tax leaders to provide you with information and analysis on the latest federal tax changes from Washington, D.C. to help ensure you're prepared for the upcoming tax season. Sessions this year will include international taxation, estate planning, real estate and partnerships, Schedules K-2/K-3, cryptocurrency, nexus and multi-state taxation, and a Q&A with National Taxpayer Advocate Erin Collins.

This year, you can select which days of the Tennessee Federal Conference you would like to attend. Pick a single day or sign up for all three days, the choice is yours!

A Live Stream version of this event is available here.

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 31.

Credits

Number of Credits Type of Credits
23.00 Taxes
1.00 Economics
20.67 CLE

Prices

Member (Early Bird)
$0.00
Non-Member (Early Bird)
$0.00
Member
$50.00
Non-Member
$50.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com

Speakers

Christopher L. Griffin, CPA, ABV, CFF, CGMA

Chris Griffin joined Blankenship in 1996 and became a partner in January 1999. He received his Bachelor of Business Administration degree in Accounting from Middle Tennessee State University and spent six years with the IRS. He is a CPA and Accredited in Business Valuation (ABV) with the AICPA. Chris currently serves as Tax Director for the firm, but also provides business valuation, tax, audit, accounting and consulting services to individuals, businesses and not-for-profit organizations, with special emphasis in corporate and partnership taxation. In the last half-decade he has become involved in overseeing the offices outside of the Brentwood office including providing management support over those team members who practice in all areas of the firm.

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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), and has served as President of the ACTEC Foundation, Regent of the College, State Chair for Kentucky, Chair of the Estate & Gift Committee, and Chair of the Charitable and Tax Exempt Committee. Currently he serves as Vice Chair of the State Laws Committee, and a member of the Long Range Planning Committee.

As a Uniform Law Commissioner, Mr. Berry currently serves as Co-Chair of the Drafting Committee on Economic Rights of Unmarried Cohabitants Act, Member of the Drafting Committee on Revised Disposition of Community Property Rights at Death Act, Vice-Chair of the Drafting Committee on Conflicts of Laws in Trusts and Estates, and Member of the Joint Editorial Board for Uniform Trust and Estate Acts. He has served as chair of the Uniform Fiduciary Income and Principal Act (UFIPA), chair of the Uniform Power of Appointment Act, Vice Chair of the Drafting Committee on Electronic Wills Act, and as a member of the drafting committees for the Directed Trust Act, the Revised Fiduciary Access to Digital Assets Act, the Trust Decanting Act, the Insurable Interests in Trusts Act, the Premarital and Marital Agreements Act, the Transfer on Death Deeds Act, and the Uniform Probate Code Artificial Reproductive Technology provisions, and an adjunct member of the Fundraising Through Public Appeals Act.

Mr. Berry is a Fellow of the American College of Tax Counsel, a member of the American Law Institute, a member of The International Academy of Estate and Trust Law, a member of the Advisory Council of the Heckerling Institute on Estate Planning, a Member of the Advisory Board of Trusts and Estates Monthly, 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 (teaching 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.

Mr. Berry is a member of the Civilian Review and Accountability Board, Chair of the Center for Interfaith Relations, and Earth School/Carbon Nation. He is a member of Louisville Downtown Rotary, and a Member of the Honorable Order of Kentucky Colonels. He is a past member of the Board of Directors for the Muhammad Ali Center, Kentucky Opera, Actors Theatre, the Filson Historical Society, the Louisville Science Center, among others, as well as past President of the Daily Bread Sunday School Class at Christ Church United Methodist. Mr. Berry is the recipient of the National Philanthropy Day Baylor Landrum Award and has been recognized as a Distinguished Citizen of Louisville.

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.

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Michael S. Goode, JD, LLM

Michael S. Goode, special counsel in Lewis Thomason Nashville office, focuses his practice on the tax, business, and estate planning needs of families and businesses. On an international level, he also assists companies and individuals with their corporate and estate planning needs, including the resolution of reporting requirements. Michael serves as a trusted advisor to governmental agencies, and both small and large companies on various taxation issues.

Michael has extensive experience in preparing estate and business succession plans for a variety of clients both large and small, including those with closely held family businesses, large retirement accounts, and complex legal issues. He works directly with advisors, banks, and trust companies to provide innovative solutions to clients’ wealth preservation needs.

Michael prepares and reviews lease agreements, contracts, estoppels, and SNDAs. He has prepared corporate and tax provisions for large merger and acquisition transactions.

Michael represented a school district before the IRS under the Voluntary Correction Program and successfully resolved its pension plan’s operational failures without penalty to the school district and he wrote new pension legislation. Michael served as the business attorney for a mid-sized Asian company purchasing its first United States factory and assisted a European executive with his foreign account reporting issues and negations with the IRS.

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Jill Mastroianni, JD, LLM

Experienced in trust and estate planning matters, Jill advises high net worth individuals, owners of closely-held companies, executives and other clients in complex trust and estate planning matters. Jill is well-versed in planning for retirement benefits, as well as the intricacies of conservatorships and probate. In addition, she assists clients with family offices and the formation and operation of private family trust companies under Tennessee law. Prior to Waller, Jill gained valuable trusts and estates experience with two Tennessee law firms.

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Brad McGuire

Brad is a tax partner with Aprio in Nashville. He works with family-owned businesses and high-net-worth families. He has experience helping retail, franchise hospitality and professional services clients navigate complex tax matters.

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Jed Rogers, JD, LLM

Jed is an international tax partner at Aprio. He works with CFOs, VPs, and directors of Tax, Finance directors, controllers for multinational companies in cryptocurrency, technology, manufacturing and healthcare. He help clients navigate the tax aspects of partnership ventures, international tax planning, holding company and financial structures, foreign exchange matters, internal reorganizations, and post-acquisition integrations.

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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.

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Anne D. Waters, JD, CPA

Anne Waters is an attorney and a CPA. She joined Blankenship in September 1998. She graduated from Vanderbilt Law School in 1994. She worked with several large law firms in Nashville prior to joining the firm. For her undergraduate work, she attended the University of Notre Dame and graduated with a Bachelor of Science, majoring in Accounting. Her primary focus area is estate planning, including estate and gift tax, wills and trusts, and trust and estate income tax work.

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Bryan Howard, JD, LLM

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.

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Christopher Kuehl

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.

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Phillip S. Rowland, CPA, JD, LLM

Seth is a senior manager in KPMG’s M&A Tax practice in Memphis. Seth joined the M&A Tax practice in 2012. His responsibilities include performing tax due diligence and tax structuring services in connection with corporate acquisitions. Seth also regularly provides tax advice in connection with internal corporate restructuring transactions.

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John M. Bunge, JD, LLM

John Bunge is a Partner in the Tax Group of Waller Lansden Dortch & Davis, LLP. He helps clients navigate the confluence of tax planning, business succession planning, and estate planning, and seeks to find the most elegant solutions possible to reach their goals.

John's wealth preservation experience includes gift, estate, and generation-skipping transfer tax minimization, through the use of irrevocable trusts, sales and gifts to trusts, charitable-interest trusts, and grantor-retained annuity trusts, among other sophisticated wealth planning strategies. John also advises families on the formation of investment entities, such as family limited partnerships and family LLCs.

John helps clients reach their charitable goals, using charitable giving techniques to minimize income, estate, and gift taxes, and advising clients on the formation and operation of tax-exempt organizations, including private foundations.

John also counsels families regarding the formation, structuring, and operation of family offices and private trust companies.

Additionally, John helps clients minimize income taxes through individual, partnership, and corporate tax planning. John also has experience assisting taxpayers through IRS audits, appeals, and Tax Court litigation.

John has a B.S., summa cum laude, from the University of Kentucky, a J.D., magna cum laude, from the University of Alabama, and an LL.M. in Taxation from the University of Florida, where he received the Richard B. Stephens Award for outstanding student.

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Margaret J. Smith

Margaret is an "almost native" of Tennessee having moved to Nashville in 1974 when her father (Dr. John S. Johnson) came to take over her grandfather's private practice (Dr. Hollis E. Johnson) and practice medicine alongside his identical twin brother (Dr. Robert M. Johnson). Margaret obtained her undergraduate degree from Southern Methodist University (1984) and a graduate degree from Vanderbilt University (1989). Her love of medicine from growing up a doctor's daughter coupled with the task of creating an insurance program for older adults at St Thomas Hospital led to the creation of her health care benefits management and consulting company, Medical Accounts Management, in 1990.

The genesis of her business was helping individual clients navigate the confusing territory of health insurance benefits, health insurance carriers, healthcare providers, and Medicare. With the enactment of the Health Insurance Portability and Accountability Act (HIPAA) in 1996, Margaret saw an opportunity to assist employers in the management of their healthcare benefits and expanded her business model to include employer contracts. Some of her employer clients include LBMC, Athens Distributing, Health Services Management, and CoreCivic. Margaret is married to Doug Smith, CEO of Hutson-Wood, and has three grown children, two daughters-in-law, three grand dogs, one amazing grandson and another grandchild on the way.

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Scott Smith, JD, LLM

Scott is BDO's Technical Practice Leader - State and Local Taxes in BDO's National Tax Office and is based in Nashville, Tennessee. Scott helps set BDO's policies and positions on technical SALT issues, as well as thought leadership, brand visibility, training and risk management. With over 30 years of experience, Scott's SALT practice is national in scope and focused on multistate tax consulting, representation of clients in SALT controversies, and multistate tax planning.

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Russell J. Cornell, JD, LLM

RJ is a managing director in KPMG’s Mergers & Acquisitions Tax practice in Knoxville. RJ originally joined KPMG as part of its International Tax practice in 2011 and joined the Mergers and Acquisition Tax practice in 2014. RJ regularly advises clients regarding the tax aspects of business acquisitions, combinations, divestitures, and restructurings, including complex cross-border transactions.

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Richard J. Nickels, JD

Rick is a partner with Bradley in Nashville. He is a member of the firm’s Tax and Trusts and Estates practice groups. Rick practices at the intersection of business, tax and estate planning.

A significant portion of his practice involves advising private companies and their owners, directors and executives on an array of state and federal tax, governance and corporate matters. Rick regularly assists with matters ranging from early-stage structure and funding to mid-stage buyouts and divorces to late-stage exits. He has substantial experience in handling all phases of closely held business acquisitions, sales, mergers, restructures and divorces, with an emphasis on Tennessee and federal tax planning in connection with such transactions. Rick advises family-owned companies with succession and exit planning matters, including preparing buy-sell agreements, stock restriction agreements and other internal governance documents.

Rick also devotes a substantial portion of his practice to estate planning. This dovetails well with his private company representation. Rick assists high net worth individuals and families with wealth preservation and transfer matters. He has significant experience helping clients tailor their estate plans to meet familial goals in a tax efficient manner. Rick advises on federal transfer and income taxes, and drafts wills, revocable and irrevocable trusts, intentionally defective grantor trusts, asset protection trusts, charitable trusts, family limited partnerships and other estate planning documents. Within this framework, Rick also represents fiduciaries and beneficiaries with trust and estate dispute and administration matters.

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J. R. Key, JD

Riley is a Partner with Bradley in Birmingham. His practice focuses on counseling clients facing regulatory, compliance, and enforcement challenges. Riley is a member of Bradley’s Banking and Financial Services Practice Group and is also a member of the firm’s Blockchain and Digital Assets industry team. Through his broad range of experience, he assists clients in ensuring that their operations are in compliance with federal and state laws and that they are able to successfully demonstrate their compliance to federal and state regulators.

Riley focuses a substantial portion of his practice on assisting clients as they prepare for and work through federal and state-specific examinations. This work has included conducting risk assessments, responding to requests for additional information, self-disclosing issues, working with examiners during on-site reviews, challenging examination findings, responding to supervisory letters, and, where appropriate, resolving issues through settlement.

As part of his blockchain practice, Riley has helped a broad range of clients navigate the complex, dynamic and rapidly evolving legal issues facing cryptocurrencies and blockchain technology, including non-fungible tokens (NFTs) and other digital assets. He has worked with all types of clients -- from start-up companies to national banks -- and has handled a broad array of issues, including issues related to federal securities laws and Bank Secrecy Act/Anti-Money Laundering (BSA/AML) and Office of Foreign Assets Control (OFAC) compliance.

Riley also frequently represents clients in regulatory compliance matters where he works closely with business, legal, and compliance leaders to identify compliance issues and develop workable solutions. By combining his compliance background and experience with examinations and regulatory enforcement matters, he is able to provide unique, practical insights regarding regulatory expectations and industry practices. As part of his compliance practice, Riley also provides general and targeted compliance training for various industry personnel, including boards of directors, legal and compliance personnel, and line-level employees.

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Carol R. Van Cleef, JD

Carol Van Cleef is an internationally recognized authority and pioneer in legal issues involving cryptocurrencies and blockchain technology. As chair of Bradley’s Blockchain and Digital Assets practice, Carol leads the firm’s virtual currencies and blockchain work to help clients navigate the complex, dynamic and rapidly evolving issues in these areas.

With a focus on regulatory, compliance, and enforcement matters, Carol has built a global reputation as a leading attorney, counselor and problem solver working with fintech companies, blockchain developers, virtual currency exchanges and wallets, payment processors, prepaid access programs, and other business ventures. Her clients also include banks, securities firms, insurance companies, and money services businesses.

As a certified anti-money laundering (AML) specialist, Carol created a series of AML compliance training programs in partnership with the Conference of State Bank Supervisors and attended by state regulators, executives from domestic and foreign banks, securities firms, money services businesses, and other entities.

Carol also developed an AML Compliance Bootcamp for virtual currency and blockchain businesses. She participated in the Uniform Law Commission's efforts to draft a model legal code for virtual currencies.

Carol is a founding member of Collective Future, which fosters global diversity in blockchain and cryptoassets, and is a frequent speaker on cryptocurrencies, blockchain technology, virtual currencies, payment systems, and business ventures.

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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.

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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.

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Brian S. Masterson, JD, LLM, CPA

Brian is a member of Butler Snow's Business Services Group where he concentrates his practice on tax planning and tax controversies, mergers and acquisitions, and joint ventures. In addition, Brian has recently focused a significant amount of his practice on advising clients with respect to establishing Opportunity Zone Funds and Qualified Opportunity Zone Businesses.

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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.

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Christopher A. Wilson, JD, LLM

Nonprofit organizations and companies in a wide range of industries such as manufacturing, retail, cable television, real estate, professional services, waste management, and software, rely on Chris Wilson for assistance with a range of state tax planning and state tax litigation matters.

With litigation experience covering a broad range of trust, probate and estate administration matters as well as conservatorship proceedings, Chris has represented financial institutions, particularly their trust and wealth management officers, in matters involving allegations of breach of trust and breach of fiduciary duty. He has also represented trust and estate beneficiaries in matters involving will contests, breach claims, and other claims involving fraud and undue influence. Clients count on Chris to develop strategies to resolve disputes within the applicable terms of trust instruments or estate planning documents while also seeking to minimize the impact upon client and family relationships.

Additionally, Chris represents both petitioners and respondents in conservatorship actions, and understands the legal complexities, family dynamics, and individual desires for autonomy involved in conservatorship proceedings. Clients rely on him to navigate these complexities while also focusing on reasonable solutions to preserve individual autonomy, ensure the receipt of necessary care and management for disabled individuals, and to maintain family harmony.

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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.

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Steven Wlodychak, JD, LLM

Steve retired as a principal with Ernst & Young, LLP in July 2020 and served as a client serving contractor to EY until June 30, 2022.

He served as the State and Local Tax Leader for EY's Americas Tax Policy in Washington, DC. He previously worked in the EY Los Angeles and New York offices, was a state and local tax attorney for an international insurance company 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 is currently a columnist for Tax Analysts, writing a periodic column on state tax matters. He has written extensively on the state and local tax treatment of pass-through entities (e.g., partnerships, limited liability companies and S corporations). He recently published a series of comprehensive articles summarizing the enactment by the states of entity-level "pass-through entity" taxes in response to the federal state and local tax deduction limitation imposed by the federal Tax Cuts and Jobs Act of 2017.

He focused his practice on the state and local tax aspects of mergers and acquisitions and was involved in over 900 transactions affected by the tax laws in all 50 states.

A frequent speaker and writer on state and local tax developments, Bruce Ely of the multistate law firm of Bradley Arant Boult Cummings LLP and Steve received the Bloomberg Tax & Accounting State Tax Co-Authors of the Year award in December 2017 for their work on Bloomberg Tax's Pass-through Entity Navigator (PTEN). EY also awarded Steve its first ever lifetime achievement award as tax educator of the year in 2017 and lifetime achievement award from its Indirect (State and Local) Tax practice.

He also is a guest lecturer on state and local tax matters for the LL.M. in taxation program at the Georgetown University School of Law.

Steve holds degrees from Georgetown University's School of Foreign Service, Seton Hall University School of Law and a master's degree in tax law from New York University School of Law. He is a member of the New York and District of Columbia Bar Associations and is admitted to practice in New Jersey as well.

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Eileen Sherr, CPA, CGMA, MST

Eileen Sherr is a Director – Tax Policy & Advocacy of the Association of International Certified Professional Accountants (the Association, also includes and referred to as AICPA) in Washington, DC.

She assists in the development and implementation of the Association's tax policy and advocacy, including the formulation, review, and submission to Congress, Treasury, and the IRS of tax technical and policy recommendations. She also plays a key role in the development of the Association's testimony for tax-related Congressional hearings. She also represents the Association with various tax related organizations, including the American College of Trust and Estate Council (ACTEC), American Bankers Association Trust Tax Committee, and Tax Executives Institute.

Ms. Sherr staffs the Association's Tax Executive Committee and Trust, Estate, and Gift Tax Technical Resource Panel and its Foreign Trust Task Force; writes and presents on emerging tax legislative and regulatory issues; and interacts with government officials, other organizations, and the media.

Ms. Sherr obtained her Master of Taxation degree and Bachelors of Accountancy degree from The George Washington University. She is a Certified Public Accountant (CPA) and has earned her Chartered Global Management Accountant (CGMA) designation.

Ms. Sherr is a frequent speaker at national and state CPA society tax conferences and webcasts. Ms. Sherr has authored articles in The Tax Adviser, Journal of Accountancy, Journal of Accountancy Online, CPA Letter Daily, Practicing CPA, and Practical Accountant; has written blogs for AICPA Insights; has recorded podcasts, webcasts, and videos for the AICPA website; has been interviewed on CNN, Fox Business News, and Scripps; and has been quoted in many publications, including the Wall Street Journal, New York Times, Washington Post, Forbes, Reuters, CBS News, CNBC.com, San Francisco Chronicle, Chicago Tribune, Detroit Free Press, The Hill, Politico, Law360, Business Insider, CFODive.com, Checkpoint Newstand, Tax Notes Today, Bloomberg BNA, BNA Daily Tax Reports, CCH Tax Day, CCH Federal Tax Weekly, Accounting Today, WEBCPA, Marketwatch, NerdWallet, NYSSCPA Trusted Professional, and the Rockville Gazette.

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