2017 Tennessee Federal Tax Conference Bundle
OL148-17 | On Demand | Update | Self-Study
The Tennessee Federal Tax Conference is designed for experienced tax professionals and features up-to-date changes in tax law and the latest from Washington, D.C. in anticipation of future developments. This year’s conference includes new sessions on estate planning, malpractice claims, partnership audit and collection rules, and more!
Brought to you by the TSCPA and the Tennessee Federal Tax Institute.
Purchase this Bundle and save 23% off the price of purchasing the courses individually.
Total CPE Credit: 16 Total Hours (16 Hours tax)
*CPE credit will be awarded upon completion of each course included in the bundle.
Expiration Date: November 30, 2018
Courses Included in this Bundle:
- Circling the Wagons: Responding to and Defending Tax Malpractice Claims
- Legislative Update and Other Interest Items
- Planning for the Big One - Estate Planning Case Studies for a $30 Million Estate
- Recent Developments in Estate Planning
- Recent Developments in the World of Real Estate
- January 1 TEFRA is Gone; New Partnership Audit and Collection Rules are Effective - Are you Ready?
- Cracking the Retirement Nest Egg: Ensuring That Your Assets Will Last a Lifetime
- Recent Developments in Federal Income Taxation
- Creative 401(k) and Other Retirement Plan Designs for Small Business Owners
- Tennessee State & Local Tax Update
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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), 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 Facilitators
Stefan F. Tucker, Esq.
Stef Tucker represents a wide variety of clients, from the entrepreneur and the professional, on the one hand, to publicly traded enterprises, such as real estate investment trusts, on the other hand. His practice encompasses the entire range of subjects from mergers and acquisitions, to entity planning, structuring and formation, to asset protection and preservation, to business transactions, to family business planning and wealth preservation. In addition, Stef has extensive experience in Federal and state income, estate and gift taxation, including tax audits.
In many respects, Stef is a generalist, even in today's world of specialists. His clients look to him to apply his breadth of experience and general knowledge in arriving at solutions to a wide range of business-oriented problems and issues and in structuring complex business arrangements and transactions. They also seek his assistance in connection with their personal financial matters and wealth preservation planning.
Stef served as Chair of the American Bar Association Section of Taxation from 1998 to 1999, having previously served as Chair-Elect, as its Vice-Chair/Committee Operations, as a member of its Council, and as Chair of its Committees on Real Estate and Continuing Legal Education.
Stef was an Adjunct Professor at Law at Georgetown University Law Center from 1990 through 2015, teaching Federal Taxation of Real Estate Transactions. He is a Visiting Lecturer at the University of Michigan Law School, teaching Business Planning and Tax Planning for Real Estate Transactions.Back to Facilitators
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 Facilitators
Jeremiah W. Doyle, JD
Jere Doyle is an estate planning strategist for BNY Mellon's Private Wealth Management group and a Senior Vice President of Bank of New York Mellon. He has been with the firm since 1981. Jere provides high net worth individuals and families throughout the country with integrated wealth management advice on how to hold, manage and transfer their wealth in a tax efficient manner. Jere is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals (First Circuit) and the United States Tax Court. He formerly served as a member of the Massachusetts Joint Bar Committee on Judicial Appointments.
He is the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns, a contributing author of Understanding and Using Trusts, a contributing author of Drafting Irrevocable Trusts in Massachusetts all published by Massachusetts Continuing Legal Education, a reviewing editor of the 1041 Deskbook published by Practitioner’s Publishing Company and a contributing columnist for Estate Planning Review – The Journal published by Commerce Clearing House.
Jere is a lecturer in law in the Graduate Tax Program at Boston University School of Law teaching courses in Exempt Organizations, Tax Aspects of Charitable Giving and Tax Aspects of Marital Dissolution.. Jere received a LL.M. in banking law from Boston University Law School, a LL.M. in taxation from Boston University Law School, a Juris Doctor from Hamline University Law School and a BS in accounting from Providence College. He served as president of the Boston Estate Planning Council and as a member of its Executive Committee and was a 20-year member of the Executive Committee of the Essex County Bar Association. He is also a member of the steering committee for the American Institute of Certified Public Accountants Advanced Estate Planning Program.
He was named as the “Estate Planner of the Year” in 2009 by the Boston Estate Planning Council. In 2011 he was elected to the National Association of Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame as an Accredited Estate Planner® (Distinguished). He has spoken at numerous professional education programs throughout the country on various topics, been quoted in numerous business publications and has appeared on CNBC, MSNBC and CNN.Back to Facilitators
Robert C. Webb, JD, LLM
Robert has established a reputation as a litigator in civil and criminal tax litigation matters, white-collar criminal defense, and business litigation. Over the past twenty years, he has resolved thousands of civil and criminal tax matters at the federal, state and local level. Robert has worked at the Department of Justice Tax Division in Washington, D.C. while pursuing his Masters of Law (LL.M.) in Taxation from Georgetown University Law Center in Washington, D.C. Robert has taught federal taxation of entities at Bellarmine College, authored the Criminal Tax Practice Monograph for the University of Kentucky College of Law and speaks annually at the American Bar Association Criminal Tax Institute.
Robert is a member of the firm's white collar group and tax controversy and litigation practice group. He has represented taxpayers in tax controversy matters from Connecticut to California. Robert has handled civil and criminal tax cases throughout the United States. He regularly represents clients in civil and criminal tax controversies before the IRS and in the United States Tax Court, United States District Court and the Kentucky Board of Tax Appeals. He has led the defense of federal and state criminal offenses at the investigatory, grand jury, and trial levels in such areas as criminal tax fraud, mail and wire fraud, interstate transportation of stolen goods, criminal and civil RICO, health care fraud, criminal antitrust, money laundering, gambling, and environmental matters. Robert regularly conducts internal investigations for public companies involving computer fraud and document destruction issues, and designs and implements records management systems.Back to Facilitators
J. C. Coffman, JD
Christopher is a member in the Louisville office of Frost Brown Todd LLC. His practice concentrates on civil and criminal tax controversies. Christopher has represented clients in administrative proceedings before local and state taxing authorities and the Internal Revenue Service. In addition, he has represented clients before the United States Tax Court. He also has significant experience in representing clients in criminal matters at both the state and federal level.
Christopher has represented clients through federal investigations and at trial on criminal issues such as tax fraud and evasion, bank fraud, Medicare/Medicaid fraud, mortgage fraud, securities fraud, RICO conspiracies, mislabeling of food products, violations of the Foreign Corrupt Practices Act, voting fraud, money laundering, and state consumer protection act violations. Christopher earned his B.A. from Lipscomb University, cum laude (1998), and his J.D. from Vanderbilt University Law School (2001).Back to Facilitators
Cassady V. Brewer, JD, LLM
Cassady V. “Cass” Brewer, associate professor of law, teaches Basic Federal Income Taxation, Nonprofit Organizations, Taxation of Business Organizations, Corporate Taxation, Partnership Taxation, and the Law of Social Enterprise. His research primarily focuses upon the legal and tax aspects of the intersection of tax-exempt, nonprofit organizations with for-profit enterprises and commercial activity. In particular, Brewer writes and speaks extensively on recent federal income tax developments and the legal and tax aspects of the emerging “hybrid” business forms such as the benefit corporation and the low-profit limited liability company.
Brewer received his LL.M. (Taxation) from New York University, where he served as graduate editor of the Tax Law Review. He is a graduate of the University of Arkansas School of Law, where he was editor-in-chief of the Arkansas Law Review. He received his undergraduate degree from Vanderbilt University.
He co-founded the Nonprofit Law Section of the State Bar of Georgia, and he is a past co-chair of the Section. Brewer also has participated in drafting and amending the Georgia Limited Liability Company and Limited Liability Partnership Acts and continues to serve as a member of the Partnerships and LLCs Subcommittee of the Business Law Section of the State Bar of Georgia.
Brewer previously was a partner in the Tax Group of Morris, Manning & Martin, LLP and remains Of Counsel with the firm.Back to Facilitators
Salvatore Geraci, CPA, CFP, JD
Salvatore (Sal) Geraci is one of the founding principles of HHM Wealth Advisors LLC (and its predecessors), an independent financial planning firm in Chattanooga, Tennessee. Mr. Geraci’s expertise in conceptual financial planning is reflected in his educational and business background. He graduated from the University of New Orleans with a Bachelor of Science in Accounting in 1968. After serving his country for two years in the U.S. Army during the Vietnam conflict, he returned to UNO where he was awarded an MBA in 1971. He was then employed with a Big 4 accounting firm specializing in tax and retirement planning while attending Loyola University School of Law and was awarded a Juris Doctor in 1976. Mr. Geraci is both a Certified Public Accountant and Certified Financial Planner®.
Sal is called upon often to speak to various professional and business groups on a myriad of financial topics. He has authored several financial articles for local and national publications and has been quoted in the Practical Accountant journal and daily newspapers. Active in both professional and community organizations, Sal believes in giving back to the community that has given him so much. Mr. Geraci served for over seven years on the Board of Trustees of one of the Southeast’s largest community hospitals being elected Chairman for two terms by his fellow trustees. He is a previous president of the Chattanooga Chapter of the Tennessee Society of CPA’s and previous chairperson for the Tennessee Society of CPA’s Personal Financial Planning Committee.
Originally from New Orleans, Sal enjoys cooking and traveling. He and his wife donate and host gourmet dinners to raise funds for Chattanooga charities raising over $35,000 over the last 15 years. They also enjoy family activities with their four children and twelve grandchildren.
Sal also co-hosted a daily financial talk show, “Let’s Talk Money!” on 102.3 FM Chattanooga for over 13 years. Sal now limits his participation on the show to that of a periodic guest host.Back to Facilitators
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 Facilitators
G. M. Yopp, JD
Companies and individuals rely upon Mike Yopp to guide them through the ever-changing landscape of state and federal taxation, partnerships, limited liability companies and general business law. Mike advises clients on both strategy and implementation regarding a broad variety of tax issues.
Mike's clients can depend on him to provide practical solutions to seemingly intractable issues. Clients appreciate his depth of knowledge and involvement with precedent-setting work.
Mike was one of only two attorneys in Tennessee to receive to receive a top ranking (Band 1) in the 2017 edition of the Chambers High Net Worth guide. Mike is a member of the American College of Trust and Estate Counsel, and he was recently elected as a Fellow of the American College of Tax Counsel and a Fellow of the American Bar Foundation, which is limited to one percent of the lawyers in America. Mike serves on the Family Office Exchange's Thought Leaders Council. Mike is a former chairman of the American Bar Association's Professional Services Committee. Additionally, he is a trustee and past president of the Tennessee Federal Tax Institute, Inc. and the former chairman of the Tennessee Bar Association's Tax, Probate and Trust Section.
Since 1995, Best Lawyers in America has recognized Mike in the categories of Litigation & Controversy-Tax and Tax Law, and in 2013 Best Lawyers named him Nashville's Lawyer of the Year Litigation & Controversy-Tax. In 2015, Mike was honored with the Nashville Business Journal's Veterans Award, and he is also recognized as a "Mid-South Super Lawyer."Back to Facilitators
Albert W. Secor
Albert Secor joined Thomas & Thomas with over 50 years of practicing law with local law firms and private practice, including Trust Department management within local banking systems. He graduated Emory University with a B.A. Degree in Accounting; graduated Emory University with a Juris Doctor Degree with concentration in Taxes and Corporations; and graduated New York University with a LLM in Taxation. His focus has been estate planning, administration of trust accounts, promoting estate and trust services to clients, lawyers, accountants, life underwriters, and Courts.
His extensive career experience includes authoring ‘Tennessee Probate’, a guide for lawyers and legal assistants in the administering of probate estates and Tennessee Elder Law a guide for lawyers and legal assistants in assisting clients with preparations for their elder years. An active teacher, Albert served as an adjunct professor in the Cleveland State Community College legal assistant program, and adjunct professor at UTC. He authored seminar materials used throughout the United States on the preparation of US Estate Tax and US Fiduciary Income Tax returns and on estate planning and the drafting of various types of will and trusts, and taught the seminars. He is a frequent speaker throughout Tennessee at estate planning councils and bar association programs as well as occasional presentations at the Duke Estate Planning Conference. He and a group of similarly qualified lawyers from across Tennessee have been instrumental in enacting legislation to modernize Tennessee’s laws in the areas of wills, trusts, probate, guardianship and conservatorship and taxes resulting in Tennessee being a leading jurisdiction for these matters in the country.
Albert holds various memberships: American, Tennessee and Chattanooga Bar Associations; ACTEC (elected in 1981); Tennessee Probate Study Committee; and Estate Planning Council of Chattanooga. He has received various honors including being named as a Trust and Estate Lawyer in Chattanooga, as noted in ‘The Best Lawyers in America’ originally published in 1983; and founding member and Chair of Tennessee Probate Study Committee.
Personally, he supports several charity groups and publicly funded organizations. He is married, has one step-son and resides in the Hixson area.Back to Facilitators
Mike E. Wesson, CPC, QPA, QKA, TGPC, CEBS, APA
Michael E. Wesson leads the marketing, consulting, and business development efforts for Acuff & Associates. Mike has over 30 years’ experience in the design, communication, marketing, and administration of qualified retirement plans. He has become a prominent and trusted resource in the retirement plan and financial advisor community and is a Principal, Shareholder, and Director of Acuff & Associates. Mike is also a frequent speaker at financial services events and CPE presentations, such as the Financial Planning Association, the National Association of Insurance and Financial Advisors, the National Institute of Pension Administrators, and the Tennessee Federal Tax Institute.
Mike holds a B. S. in History from Middle Tennessee State University and an M.B.A. in Economics from Plymouth State University. He has earned the Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), Qualified 40l(k) Administrator (QKA), and Tax-Exempt and Government Plan Consultant (TGPC) designations from the American Society of Pension Professionals and Actuaries; the Accredited Pension Administrator (APA) designation from the National Institute of Pension Administrators; and the Certified Employee Benefit Specialist (CEBS) designation from the Wharton School of the University of Pennsylvania.Back to Facilitators