Mississippi Tax Institute

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Wednesday, December 4, 2019 @ 1:00pm Thursday, December 5, 2019 4:30pm
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Description

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.

NEW! The MSCPA Taxation Committee has added an afternoon Bonus Session on Wednesday, December 4, 2019, prior to the Conference. Select the Optional Wednesday Session below when registering for an additional 4 hours of CPE.

HOTEL ACCOMMODATIONS: Rooms are available at the Hilton-Jackson at a discounted rate of $122 per night. The special room rate will be available until November 4 or until the group block is sold-out, whichever comes first. To make your reservation, click here.

GOLD SPONSOR


SILVER SPONSORS

      

        

      

         


SPONSORS & EXHIBITORS
Pettis, Barfield & Hester P.A.
Accelerated Cost Recovery Solutions
Bedford Cost Segregation
Brown & Brown Insurance
Innovation Consultants Inc.
McGowin Tax
Mississippi Federal Credit Union
Paychex
Barnes Law Firm
McLeod & Associates, P.A.
Wells Marble & Hurst, PLLC
HORNE LLP
 

Credits

Category Amount
Taxation 8.00

Sessions

Wednesday, December 4, 2019

12:30pm - 1:00pm
$100.00

Registration 12:30pm - 1:00pm
General Sessions 1:00pm - 4:30pm
Happy Hour 4:30pm sponsored by Butler Snow LLP

Credits: Taxation 4
1:00pm - 2:10pm
$0.00
Credits: Taxation 1.40
2:25pm - 3:35pm
$0.00
Credits: Taxation 1.40
3:40pm - 4:40pm
$0.00
Credits: Taxation 1.20
4:40pm - 6:00pm
$0.00

Thursday, December 5, 2019

8:30am - 10:00am
$0.00
Credits: Taxation 1.80
10:15am - 11:15am
$0.00
Credits: Taxation 1.20
11:15am - 12:15pm
$0.00
Credits: Taxation 1.20
12:15pm - 1:30pm
$0.00
Credits: Taxation 0.60
Leaders:
Select One and Only One
1:30pm - 2:30pm
$0.00
Credits: Taxation 1.20
1:30pm - 2:30pm
$0.00
Credits: Taxation 1.20
Select One and Only One
2:35pm - 3:25pm
$0.00
Credits: Taxation 1
2:35pm - 3:25pm
$0.00
Credits: Taxation 1
3:40pm - 4:30pm
$0.00
Credits: Taxation 1

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.



Leaders

Andrew B. Adams

Andrew B. Adams

Drew Adams, Chief Executive Officer, started Addicus after a decade in financial planning firms showed him a disconnect between the products the industry was selling and the actual needs of its clients. Drew wanted to offer his clients more. He wanted to offer comprehensive, long-term strategies to grow their wealth, protect their assets, and establish a fulfilling legacy. One of the biggest fallacies he noticed in this planning was the actual execution, follow through, and administration to keep the plans synchronized with the Personal Financial Enterprise (PFE). In 2012 he founded Addicus with Stephen Miles to focus solely on long-term strategy for a select group of successful, great families.

David D. Aughtry

David D. Aughtry

David Aughtry, J.D., LL.M., 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.

Jason K. Cordon

Jason K. Cordon

Jason Cordon, J.D., CPA graduated summa cum laude from Campbell University with a bachelor’s degree in accounting in 2000, and cum laude from the University of North Carolina at Chapel Hill School of Law in 2003. He also passed the CPA exam in 2001. Upon completion of his legal studies, he practiced tax law as an associate at Paul Hastings, LLP, a leading international law firm. In 2010, he joined the law firm Morris, Manning & Martin, LLP, an Am Law 200 firm headquartered in Atlanta. He was elected to the partnership in 2012 and was a partner in the tax, corporate, and real estate capital markets practices. In 2016, Mr. Cordon co-founded Kowan & Cordon, LLP, a boutique law firm specializing in federal, state, and international tax; private equity; and business planning. His practice involved advising both U.S. and foreign clients regarding the international, federal, and state tax aspects of a variety of corporate and partnership transactions, including mergers, stock and asset acquisitions, dispositions, spin-offs, and restructuring. He also provided counsel regarding the formation of, and investment in, a variety of private equity and other investment funds, including major corporate venture capital, tax credit, and real estate transactions. A significant portion of Mr. Cordon’s legal practice was concentrated on the representation of investors, developers, and syndicators nationwide in connection with tax-incentivized investments, including conservation-motivated real estate funds, low income housing tax credits, entertainment/film tax credits, and other state-specific credits. In addition to his legal experience, Mr. Cordon has over 10 years of real estate development experience involving subdivision development, historic rehabilitations, and commercial development. To date, Mr. Cordon has been involved in the development of over $100 million of commercial real estate.

Jan M. Craig

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.

Michael T. Dawkins

Michael T. Dawkins

Michael Dawkins, J.D. is Shareholder at Baker Donelson in Jackson. Mr. Dawkins' white collar practice involves his defense of individuals and companies investigated or charged with various white collar crimes, including financial and tax fraud, economic espionage, theft of trade secrets, crimes against the environment and charges of mail fraud and wire fraud. With regard to investigations and lawsuits under the civil Federal False Claims Act he has decades of experience defending individuals and companies, including government contractors. He has nearly 30 years of experience in the defense of clients in administrative, civil and criminal investigations and enforcement matters involving environmental permitting, regulatory and statutory noncompliance. He frequently works with consulting engineers, toxicologists and other experts, including experts in the fields of the fate and transport of hazardous and toxic substances into the environment. In the area of internal investigations, most recently, he has conducted internal investigations of allegations of financial statement misstatements and insurance fraud. He often works on investigations with forensic accountants and financial statement auditors in the testing and investigation of fraud. He has several years of experience defending criminal federal income tax and state sales tax investigations and prosecutions. Due in large part to his experience in accounting, auditing and the performance of internal investigations, Mr. Dawkins conducts systems reviews for the purpose of monitoring compliance with requirements of federal and state statutes and regulations, as well as compliance with best practices procedures implemented for the purpose of systematizing and maintaining that compliance. He advises clients on changes to practices, policies and procedures in order to improve compliance and avoid violations of statute and regulation. Mr. Dawkins worked in public accounting for four years, principally in the areas of auditing and tax, and he has maintained his license as a certified public accountant since 1984. He has represented CPAs in professional liability cases, disciplinary proceedings and in civil and criminal matters involving allegations of violations of tax law.

S. G. Edmondson

S. G. Edmondson

Gray Edmondson, J.D., LL.M., is a partner in the firm Edmondson Sage Dixon, PLLC, in Oxford, Mississippi, and practices in partnership, corporate, and individual tax planning; business transactions; tax controversy; estate and wealth transfer planning; probate; estate and trust litigation; asset protection; and charitable planning. Mr. Edmondson has conducted, authored, and directed numerous seminars for professional, academic, and civic groups on taxation, business planning, asset protection and estate planning. He is a member of the Mississippi State Bar Association, Past President of the Mississippi Bar Estates and Trusts Section, and is admitted to practice before the U.S. Tax Court, the U.S. Federal District Courts for the Northern and Southern Districts of Mississippi, and all Mississippi Courts. Mr. Edmondson earned his B.A., cum laude, and his B.P.A., cum laude, at the University of Mississippi; his J.D., cum laude, at the University of Mississippi School of Law; and his LL.M. at the New York University School of Law.

John F. Fletcher

John F. Fletcher

John Fletcher, J.D., LL.M., 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").

Wesley P. Hudson

Wesley P. Hudson

An experienced commercial real estate advisor for over 25 years, Wesley is the Founder and Managing Member of Otemanu Group, LLC and Otemanu Capital. LLC. Otemanu works with clients on various deal structuring and equity raising for tax mitigation, tax credit syndication and tax incentivized real estate including preservation projects and Opportunity Zones. Serving the needs of high net worth/high income taxpayers, family office equity and institutional capital, Otemanu helps investors find asset allocations that fit their investment criteria mostly focused in real estate and real estate related investments. Based in the Atlanta office, Otemanu provides guidance to investors and developer on real estate transactions, pre-acquisition/development due diligence and structuring, tax mitigation strategies, tax and financial modeling and introductions to equity and strategic partners. Prior to founding Otemanu Group, Wesley was the National Opportunity Zone leader for Cherry Bekaert and was also previously the Southeast Commercial Real Estate Lead and Atlanta Office Managing partner for CohnReznick.

R. D. Marchetti

R. D. Marchetti

David Marchetti, J.D., LL.M., is a Member at Wells Marble in Ridgeland. He practices primarily in the areas of wills, trusts, and estates, including planning, administration, litigation, and mediation. He also practices in the areas of taxation and closely-held businesses. He has been a frequent lecturer on estate planning and probate issues for a number of organizations and institutions, including the Mississippi Bar Association, the Mississippi Bankers Association Trust Conference, Mississippi State University, the Estate Planning Counsel, and the University of Mississippi. David has served on the Trust Law Task Force Steering Committee organized by Mississippi Secretary of State, Delbert Hoseman, which worked to pass the Uniform Trust Code, the Qualified Dispositions in Trust Act, and other important legislation in the field of Trust Law, which David also helped draft. David is currently serving on a task force organized by the Secretary to pass revisions to the Mississippi Probate Code. He also serves on the Mississippi Commission on Guardianships and Conservatorships organized by the Mississippi Supreme Court to study and recommend necessary changes to Mississippi’s laws on guardianship and conservatorship. David received a Bachelor of Accountancy Degree from Mississippi State University and his J.D. from the University of Mississippi School of Law, where he served as Associate Editor of the Mississippi Law Journal. He earned his LL.M. in estate planning from the University of Miami School of Law.

Damien Martin

Damien Martin

Damien serves as a National Tax Director in the National Office of BKD CPAs & Advisors in Chicago, Illinois. 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.

Ashley May

Ashley May

Ashley May, J.D. is Chief Legal Counsel for the Mississippi Department of Revenue. Ashley took on the role of Chief Legal Counsel in 2014. During her seventeen years with the Department of Revenue, Ashley has also served as Chairman of the Board of Review, Director of Tax Policy and Economic Development, as a Tax Policy Analyst, and as a Staff Attorney. Currently the Legal Division, Bankruptcy Unit, Board of Review, and Office of Tax Policy and Economic Development are all under her direction. Ashley is a graduate of The University of Mississippi School of Law.

Chris Pace

Chris Pace

Chris Pace, J.D. is a partner in the Corporate Practice Group at Jones Walker in Jackson. He advises on project finance and economic development law, state and local government law, economic development incentives, and gaming law. Chris’ clients include county and municipal governmental bodies as well as new and expanding business concerns, examples of which include a large steel company investing over $1 billion in a new facility, and a regional beverage supplier investing millions of dollars to expand its existing operations. Chris has negotiated and documented a range of economic incentives, including property, sales, use, income, and franchise tax incentives, and other incentives related to tax exempt and taxable bond financing. He has assisted clients in negotiating and implementing incentives with the Mississippi Development Authority, the Mississippi Department of Revenue, and other state and local governmental entities. Chris also has negotiated and implemented economic incentives with numerous county and city governments, including the implementation of complex fee-in-lieu of property tax agreements, which are available only for projects involving investments of $100 million or more. In connection with the firm's gaming practice, Chris represents domestic and international clients such as casino owners and operators, gaming equipment manufacturers and distributors, and investors, investment banks, and other financial institutions. For these clients, he has provided counsel in a broad range of gaming matters, including new casino developments, licensing, financing, registration, findings of suitability, transfers of ownership, operations, training, compliance, investigations, disciplinary proceedings, and other regulatory and transactional matters.

Mark Parthemer

Mark Parthemer

Mark Parthemer, J.D. 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.

Tresa B. Patterson

Tresa B. Patterson

Tresa Patterson, J.D. is an attorney at Watson Heidelberg PLLC in Flowood. She handles a wide range of litigated cases, including family law matters, commercial litigation, and medical malpractice defense, throughout Mississippi, in both state and federal courts. In her 11 years of practice, she has tried cases in more than twelve different Mississippi counties. Tresa’s practice covers all aspects of divorce, custody, marital and pre-marital contracts, commercial transactions, risk management, and claims litigation. Born in Jackson, Mississippi, Tresa graduated with honors from the University of Virginia, where she served as a Cavalier Daily news reporter, and graduated, cum laude, from the University of Mississippi School of Law, where she served as executive editor of the Mississippi Law Journal. Tresa joined the Mississippi Bar in 2007 and is admitted to practice in all state and federal courts in Mississippi and in the United States Court of Appeals for the Fifth Circuit. Tresa is a member of the American Bar Association, the Capital Area Bar Association, the Rankin County Bar Association, and the University of Mississippi Bessie Young Council. Tresa was recognized in 2012 by Mid-South Super Lawyers as a “Rising Star” in the area of family law, and she has been a frequent speaker at legal education events on state evidentiary rules, escalation clauses, and domestic relations/mediation issues.

Charles P. Rafferty

Charles P. Rafferty

Charles Rafferty is a Member at GranthamPoole in Ridgeland.

David W. Stevens

David W. Stevens

David has over 30 years of tax experience providing state and local consulting to clients, CPA firms and Law firms. He practices exclusively in state and local tax matters. His focus is in income and franchise tax, sales and use tax, business incentives and state credits and advocacy/controversy matters. David has served a broad range of industries including manufacturing and distribution, telecommunications, healthcare, construction, energy and technology industries. David has worked for two international firms, regional firms and currently manages a private multi-state tax consulting practice in Mississippi. He is a former director of the Mississippi State Tax Commission's Sales Tax Division.

J. Paul Varner

J. Paul Varner

Paul Varner, J.D., LL.M., has extensive experience managing tax issues for clients and is well versed in tax controversy matters and tax planning. He is also a Certified Public Accountant. Paul’s work has been recognized by Best Lawyers in America® and Mid-South Super Lawyers®. He is AV-rated by Martindale-Hubbell®, a Fellow of the American College of Tax Counsel and has been ranked in Chambers High Net Worth for Private Wealth Law in Mississippi. Paul obtained his Juris Doctor and bachelor’s degree from the University of Mississippi and earned his LL.M. in Taxation from New York University. He is admitted to The Mississippi Bar.

Brian Yacker

Brian Yacker

Brian Yacker, CPA/JD is Managing Partner at YH Advisors in Huntington Beach, CA. Brian has over 22 years of tax, legal, and accounting experience in the exempt organizations area. Areas of exempt organization consultation which Brian possesses expertise include public support test calculations and planning, preparation of reasonable compensation rebuttable presumption binders and Reasonable Compensation Studies, governance best practices consultation, recommendations regarding effective Bylaws, conducting of EO Governance Check-Ups, compliance with the §501(h) lobbying safe harbor, proper functional expense allocations, maximizing charity watchdog ratings, preparation of federal and state Tax Exemption Applications, conducting of unrelated business income revenue stream studies, preparing state charitable solicitation registrations and the proper internal and external reporting of special event fundraisers. Brian is currently an adjunct professor for the University of California Irvine, teaching the Nonprofit Accounting course in the Master of Professional Accountancy program. Additionally, Brian serves on the Board of Directors for the Long Beach Nonprofit Partnership (for which he is the Treasurer). Finally, Brian serves on the AICPA EO Tax Technical Resource Panel and the AICPA Nonprofit Advisory Committee. Brian earned his Bachelors degree in Finance/Marketing from the University of Virginia and his Juris Doctor from the Indiana University School of Law (Bloomington). Personal interests include hiking and camping, sports memorabilia collecting, playing fantasy sports, Asian cooking, and spending time with his wife, two daughters and son.