Mississippi Tax Institute

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Thursday, December 6, 2018 @ 8:30am 4:30pm
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Approved for 9 CPE Credits and 7.5 CLE Credits

This event is designed to help you manage and thrive in this ever-changing tax environment. Discover how the latest changes will affect your clients or company. Learn new tax-saving strategies and enhance your skills and knowledge so you can provide outstanding results.

TAXPAYER ADVOCATE SERVICE PROBLEM SOLVING: Have a tax problem you haven't been able to resolve with the IRS? The Taxpayer Advocate Service will be on site at the Mississippi Tax Institute from 9:00am to 2:00pm to assist practioners in person. Click here for more information.

HOTEL ACCOMMODATIONS: Rooms are available at the Hilton-Jackson at a discounted rate of $120 per night. The special room rate will be available until November 5 or until the group block is sold-out, whichever comes first. To make your reservation, click here.







Accelerated Cost Recovery Solutions
Brown & Brown Insurance
Thomson Reuters
Barnes Law Firm, P.A.
Pettis, Barfield & Hester P.A.
Wells Marble & Hurst, PLLC


Category Amount
Taxation 9.00


Thursday, December 6, 2018

8:15am - 9:15am

This program will focus on practical wealth transfer tax, income tax, and non-tax considerations when representing real estate investors, such as choosing the right trustees after the Aragona case, dealing with negative capital accounts, managing capital gains and avoiding “dealer” status, valuation issues, transfers of promote interests, and much, much more!

Select One and Only One
9:20am - 10:15am
9:20am - 10:15am
10:30am - 12:00pm
12:20pm - 1:10pm
1:15pm - 2:30pm
2:45pm - 3:45pm
3:45pm - 4:45pm
4:45pm - 6:00pm

Course Materials

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.

The option to request printed materials is only available up to 5 business days prior to the course date. Walk-in registrants and those registering between 1 and 5 days before the course will be sent an electronic link to the e-materials by default. “Extra” printed course materials will not be available on site. Printed materials are not available for conferences.


Farhad Aghdami

Farhad Aghdami is the Managing Partner of the Richmond office of Williams Mullen. He focuses his practice on wealth transfer planning and preservation, business succession planning, and general tax planning. He counsels a wide variety of clients, including high net worth individuals and families, institutional fiduciaries, family offices, and charitable entities. Farhad is a 1989 graduate of the University of Virginia and a 1992 graduate of the Wake Forest University School of Law. Farhad received his LL.M. in taxation from Georgetown University Law Center in 1995. Farhad is a fellow in the American College of Trust and Estate Counsel (ACTEC) and is the Virginia State Chair of ACTEC. He is listed in The Best Lawyers In America and was named the 2015 and 2018 Tax “Lawyer of the Year” and the 2016 and 2019 Trusts and Estates “Lawyer of the Year” by Best Lawyers. Farhad was rated Band 1 in the Chambers USA High Net Worth Guide for Private Wealth Law (2017- present). Farhad previously served as an adjunct professor at the University of Richmond School of Law and at Washington & Lee’s School of Law.

David Aughtry

DAVID D. AUGHTRY (B.A., The Citadel, 1975; M., Acctcy., University of South Carolina, 1978; J.D., University of South Carolina, 1978; LL.M., Taxation, Emory University, 1982). David is the managing partner in the Atlanta Office of Chamberlain, Hrdlicka, White & Aughtry. David practices in the area of civil tax controversy. In his prior life, he served as the Trial Attorney and Tax Shelter Coordinator for the Office of Chief Counsel, Internal Revenue Service (1978-82) where he tried, among others, Brannen v. Commissioner, 78 T.C. 471 (1982), aff’d, 722 F.2d 695 (11th Cir. 1984) (motion picture partnership deductions disallowed for lack of primary profit motive) and Walker v. Commissioner, T.C. Memo. 1982-495 (determination of hypothetical development highest and best use for charitable contribution of land in Panacea, Florida) before joining Chamberlain, Hrdlicka and defending the righteous against unwarranted claims by the government – generally inflated by penalty demands.

Meg Bartlett

Meg Bartlett serves as the Associate Commissioner for Business Taxes and ABC at the Mississippi Department of Revenue in Jackson. She has served in this position since January 1, 2011. As the Associate Commissioner, Ms. Bartlett oversees Sales and Use Taxes, Motor Fuel Taxes, Commercial Vehicle Services, Business Tax Audit and the Alcoholic Beverage Control Warehouse. Ms. Bartlett has been with the Department of Revenue for 29 years and has served in numerous capacities including Auditor, Electronic Filing Coordinator, Director of the Sales and Use Tax Bureau and Senior Tax Policy Analyst. Ms. Bartlett is a member of the Department of Revenue Board of Review and of the Southeastern Association of Tax Administrators Executive Committee. She also serves as the states delegate to the Streamlined Sales Tax Project and as the Mississippi Commissioner to the International Fuel Tax Agreement and the International Registration Plan. Ms. Bartlett holds an MBA from Mississippi College and a bachelor’s degree from Mississippi College where she studied accounting.

Jan M. Craig

Jan Craig serves as the Associate Commissioner for Income and Property Taxes for the Mississippi Department of Revenue in Jackson. She has held this position since 2011. As the Associate Commissioner, Ms. Craig oversees the Income Taxes which include Individual Income Tax, Corporate Income and Franchise Tax, Withholding, Miscellaneous Taxes, the Customer Service area for the Department, and the Property Tax area which includes the Motor Vehicle Registration and Title. Ms. Craig has been with the Department for 22 years and has served in the Income Tax Bureau and Miscellaneous Tax Bureau. Ms. Craig holds an MBA from Delta State University and a Bachelor of Accountancy from the University of Mississippi. She is also a CPA.

John F. Fletcher

John Fletcher is a partner with Jones Walker, LLP, in the Tax & Estates Practice Group and practices from the Jackson, Mississippi office. With more than twenty years' experience in the legal, corporate, and accounting arenas, his practice focuses primarily on state tax matters, encompassing Mississippi, Louisiana and multi-state income, franchise, sales, use and local ad valorem taxes. Mr. Fletcher earned his Bachelor of Business Administration in Accounting from Delta State University, where he currently serves on the Alumni Association Board of Directors, and his Juris Doctor at The University of Mississippi School of Law. He is also a Certified Public Accountant (inactive) in Tennessee, is active with the Mississippi Economic Council and Mississippi Manufacturer's Association. He is also a member of the American Bar Association's State and Local Tax Subcommittee, the Institute for Professionals in Taxation ("IPT"), and the Council on State Taxation ("COST").

Jetson G. Hollingsworth

Jet is an attorney at Butler Snow in Jackson. He has served as investor counsel, counsel to community development entities, leverage lender counsel, and QALICB or Developer counsel in over $800 million in Historic Tax Credits, New Markets Tax Credits and Renewable Energy Tax Credit transactions, including numerous twinned tax credit transactions combining a variety of leverage sources.

Rhonda Kirby

Rhonda serves as the Taxpayer Advocate Service Executive Director for Case Advocacy and is responsible for all Case Advocacy Operations in the United States, Puerto Rico, and Guam, including hiring and training over 1200 highly capable advocates, assisting the NTA with the Annual Report to Congress, and facilitating taxpayer outreach for over 70 Local Taxpayer Advocates. Rhonda previously served as the Deputy Executive Director for Case Advocacy in the Western United States and Guam, and as the Area Director for the Pacific Northwest where she was responsible for Case Advocacy operations in a nine-state area. Rhonda is a graduate of the 2017 Senior Executive Service Candidate Development Program (CDP). Over her 20-year career with IRS, Rhonda held several positions and assumed increasingly challenging leadership roles and responsibilities. She was a Revenue Agent for 11 years, both in the Small Business/Self-Employed Division and the Large Business & International Division. She was subsequently selected as an Appeals Officer, then Appeals Team Manager, where she and her team were responsible for settling tax disputes in Washington and Alaska. Rhonda also served a detail as an Appeals Area Director where she led 9 Appeals Managers and directed Appeals operations in the Pacific Northwest.

Damien Martin

Damien serves as a national tax assistant director in the National Office of BKD CPAs & Advisors in Springfield, Mo. He performs tax consultations and quality control reviews with the firm’s offices and trains personnel on common firm approaches, including standardized tax workpapers, technology tools and new regulatory procedures. He is the host of Simply Tax, a podcast dedicated to delivering practical and timely content to simplify tax challenges. Damien also serves on the development teams of BKD Family Office, a fully integrated suite of services designed to assist affluent clients manage & transfer multigenerational wealth, and BKDnext, an intentional & thoughtful process designed to create financial security for a client's family, business and future. Damien is a graduate of the University of California, Berkeley, with a B.A. degree, and a graduate of Golden Gate University, San Francisco, California, with an M.S. degree in taxation.

Mark Parthemer

Mr. Parthemer is a Managing Director and Senior Fiduciary Counsel for Bessemer Trust, responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans and for guiding the firm on fiduciary issues. He joined Bessemer, an exclusive wealth management firm, in 2004 after private law practice in Pennsylvania and Florida, most recently as a Trust and Estate partner with Duane Morris LLP. He also spent several years at PricewaterhouseCoopers and was involved in private businesses. Mr. Parthemer is a nationally recognized speaker and frequently published author. He is an ACTEC Fellow, and is in leadership of the Real Property Trust and Estate Section of the American Bar Association, the Florida Bankers Association (Board Member; Past Chair Legislation Committee) and the Florida and Pennsylvania Bar Associations. He is an Associate Editor and Columnist for the Journal of Financial Service Professionals, member of Synergy Summit (Past President), the Palm Beach County Estate Planning Council (Board Member), and the Palm Beach Tax Institute. He was awarded the 2014 Article of the Year from the American Bar Association’s Probate & Property magazine and named the Florida Bankers Association 2015-2016 Banker of the Year. He frequently is faculty for the University of Miami’s prestigious Heckerling Institute, was an Adjunct Professor, Widener University School of Law, and guest lectures at the Dickinson School of Law and the University of Miami School of Law’s LLM program. He has been quoted in the Wall Street Journal, Barron’s, NY Times and MONEY Magazine, and has been honored by Best Lawyers in America with their Lifetime Achievement Award. He earned a J.D. from The Dickinson School of Law, B.A. and B.S. degrees in philosophy and government from Franklin and Marshall College, conferred status of an Accredited Estate Planner, and completed MBA Phase I curriculum.

Beth W. Sims

Beth is an attorney at Butler Snow in Nashville in their Business Services Group. She regularly counsels companies on a variety of corporate and securities issues. She focuses her practice on Financial Services, Securities Law and Corporate Finance. Beth's practice areas are; Mergers and Acquisitions, Corporate Finance & Securities Banking and Bank Regulatory Broker-Dealer and Investment Advisers. Beth routinely counsels public and private companies on a variety of corporate and securities issues, including corporate governance, public company disclosure, and Section 16 reporting. She serves as corporate and securities counsel to broker-dealers and registered investment advisers, and assists financial institutions with investment and securities activities. Beth has represented multiple financial institutions with initial public offerings and going private transactions and has assisted numerous companies with public and private stock offerings. She also serves as corporate and securities counsel for public reporting companies, including banks and bank holding companies.

Aileen Thomas

Aileen Thomas is a partner in Jones Walker's Business & Commercial Transactions Practice Group in the Jackson office and a member of the firm's board of directors. As a bond attorney, Ms. Thomas regularly serves as bond, underwriter, and trustee counsel for a myriad of clients, including non-profit and public hospitals, institutions of higher learning, local school districts, and national and regional investment banking firms. In addition to her public finance practice, Ms. Thomas assists clients with large economic development and expansion projects, and is actively involved in state and federal New Markets Tax Credit transactions through-out the Gulf South region and on a national basis. Ms. Thomas is the past Chairman of the Business Law Section of The Mississippi Bar, and past President of the Mississippi Women Lawyers Association. Ms. Thomas served for many years as an adjunct professor at Mississippi College School of Law teaching Secured Transactions and Contract Drafting to second and third year law school students.