Knoxville Chapter December Meeting
0412 | Course | Scheduled
Join the Knoxville Chapter for a chapter meeting on December 19 at Rothchild Catering.
Lunch and CPE: Professional Issues Update With TSCPA Chair
Speaker: Jonathan Bailey, CPA, CGMA
Time: 12 - 1 p.m.
CPE Credit: 1 Accounting
Fees: Free for members; $20 for non-members
Mini-Seminar 1: What CPAs Need To Know About Name, Image and Likeness and IRC Section 183 - Hobby Loss Rules
Speakers: Kevin Perkey and Paul Schuman
Time: 1:30 - 3:30 p.m.
CPE Credit: 2 Taxes
Fees: $10 for members; $20 for non-members
Mini-Seminar 2: Understanding the Corporate Transparency Act and Capital Gain Transactions: Deferrals and Exclusions
Speakers: Grace Ewell and Richard Matlock
Time: 3:30 - 5:30 p.m.
CPE Credit: 2 Taxes
Fees: $10 for members, $20 for non-members
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Jonathan C. Bailey, MAcc, CGMA
Jonathan Bailey is chair of the Tennessee Society of Certified Public Accountants (TSCPA). He is responsible for leading the board of directors and council, working in partnership with the TSCPA President/CEO and staff to develop and support the societyâ€™s strategic vision, always working to promote, protect and support the CPA profession in Tennessee.
A professional with over 34 years of experience, Jonathanâ€™s accounting career began with Ernst & Young in their Chattanooga office before he returned to northeast Tennessee and southwest Virginia as a leader in corporate tax and treasury functions for Fortune 500 entities in diverse industries, including chemicals, coal, building materials and software. For over 10 years, Jonathan was a regular speaker to East Tennessee State Universityâ€™s accounting professionalism class.
Jonathan is a licensed CPA in the state of Tennessee and holds the credential of Chartered Global Management Accountant (CGMA). Jonathan is a member of TSCPA, the American Institute of Certified Public Accountants and the Tax Executives Institute. Jonathan currently serves on the board of directors of the United Way of Greater Kingsport and chairs the audit committee. Jonathan is an alumnus of the University of Tennessee Haslam College of Business, holding a degree in accounting and a Master of Accountancy in Tax. Jonathan is an active supporter of the Haslam College as well as the UTK Alumni Association.Back to Instructors
Kevin Perkey is a member of Woolf McClane Bright Allen Carpenter who has practiced with the firm for 23 years. Kevin graduated from Carson-Newman with a B.S. in Accounting. He obtained his law degree at the University of Tennessee and his Masters of Tax Law at the University of Florida. Kevin represents clients in a wide variety of matters including mergers and other acquisitions and dispositions, tax planning, contract negotiation, business succession planning, general corporate and transactional law, and estate planning.Back to Instructors
Paul C. Shuman
Paul Shuman is an associate at Woolf McClane whose practice is primarily in the areas of federal, state and local tax planning and controversies, including federal income, estate and gift tax controversies, as well as state and local tax matters. In addition, Mr. Shuman advises clients on the federal and state tax consequences of business formations and choice of entity, mergers, acquisitions, and business succession planning. Mr. Shuman also drafts wills, trusts and other documents to assist clients in their estate planning and asset protection. Mr. Shuman, a native of Amarillo, Texas, graduated cum laude from the University of Texas at Austin, in 1987. After a successful career in business, Mr. Shuman returned to law school at Georgia State University where he received his law degree in 2014. In 2015, Mr. Shuman obtained his LL.M. degree in Taxation at the University of Florida.Back to Instructors
Grace Ewell, J.D.
Grace Ewell is an associate at Woolf McClane whose primary areas of practice include corporations, partnerships, & limited liability companies, contracts, business litigation, and health care. She regularly represents a wide range of business entities and individuals, including health care providers and physician groups, in business related matters. She graduated from the University of Tennessee in 2019 with a B.S. in Public Administration with a collateral in International Business and minors in Public Policy Analytics and Hispanic Studies (Spanish). She obtained her J.D. in 2022 from the University of Tennessee College of Law. She also holds a Graduate Certificate in Health Policy from the University of Tennessee College of Nursing.Back to Instructors
Richard S. Matlock
Richard S. Matlock is the Managing Partner of Woolf, McClane, Bright, Allen & Carpenter, PLLC. Mr. Matlock has practiced law with Woolf McClane since its inception over twenty-five years ago.
Mr. Matlock attended The University of Tennessee for undergraduate and law school. Mr. Matlock earned an LL.M. in tax from the University of Miami.
Mr. Matlock's practice focuses primarily on the areas of federal, state and local tax planning; mergers and acquisitions; real estate; business succession planning; and estate planning.Back to Instructors