CPA Day(s) of Service: October 25 - November 5 Volunteer

Livestream: Mississippi Tax Institute

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Wednesday, December 1, 2021 @ 8:30am Thursday, December 2, 2021 4:30pm
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Description

OPTIONAL BONUS SESSION: The MSCPA Taxation Committee has put together an afternoon Bonus Session on Wednesday, December 1, 2021, prior to the Conference. To receive 12 hours of CPE you must select the Optional Wednesday Session below when registering to get the additional 4 hours of CPE.

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.

Credits

Category Amount
Taxation 12.00

Sessions

Wednesday, December 1, 2021

12:30pm - 1:00pm
$100.00
1:00pm - 3:45pm
$0.00
Credits: Taxation 3
3:55pm - 4:45pm
$0.00
Credits: Taxation 1

Thursday, December 2, 2021

8:30am - 10:00am
$0.00

Where are we? Where are we headed? Two recent Eleventh Circuit cases (governing Georgia, Alabama, and Florida) focused on the practical test of whether the conservation purposes are better protected with or without the easement. A more recent Eleventh Circuit opinion hit valuations in syndicated cases by equating the investor prices with the fair market value of the land. We will concentrate on the best way to deal with these cases and those to come.

Credits: Taxation 1.80
10:10am - 11:00am
$0.00
Credits: Taxation 1
Leaders:
  • Kim Arndt
11:05am - 12:05am
$0.00
Credits: Taxation 1.20
Leaders:
1:00pm - 1:05pm
$0.00
Credits: Taxation 1
Leaders:
1:55pm - 2:45pm
$0.00
Credits: Taxation 1
Leaders:
3:00pm - 3:40pm
$0.00
Credits: Taxation 0.80
Leaders:
  • Earline Stennis
3:40pm - 4:40pm
$0.00
Credits: Taxation 1.20

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.



Leaders

David D. Aughtry

David D. Aughtry

DAVID D. AUGHTRY (B.A., The Citadel, 1975; M., Acc., University of South Carolina, 1978; J.D., University of South Carolina, 1978; LL.M., Taxation, Emory University, 1982). David opened the Atlanta Office of Chamberlain, Hrdlicka, White, Williams & Aughtry in 1986. He practices in the area of civil tax controversy. David has tried or argued over 100 federal tax cases across the Tax Court, various District Courts, the Court of Federal Claims, eight U.S. Courts of Appeal, and the U.S. Supreme Court. David taught tax controversy as an Adjunct Professor at Emory University School of Law (1987- 93, 1997-98, 2003), and served as an instructor for the National Institute for Trial Advocacy, "Litigating before the United States Tax Court" program (1993-2000, 2018). 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). He is a Fellow in the International Society of Barristers and in the American College of Tax Counsel. David served as president (2010) and Chair (2011) of the Southern Federal Tax Institutes. Beyond recognition for his tax controversy work by Chambers U.S.A., and the Legal 500 U.S. Tax Controversy, and Best Lawyers in America, David received the Lifetime Achievement Award from the Fulton County Daily Report in 2019 and Best Lawyers named him Lawyer of the Year (Tax Litigation) in 2020.

Steve Baxley

Stephen A. Baxley, Managing Director and Director of Tax and Financial Planning

Mr. Baxley is Managing Director and Director of Tax and Financial Planning at Bessemer Trust. In this role, he is responsible for delivering strategic tax consulting and tax management services to Bessemer clients and their related entities. Prior to joining Bessemer, Steve was Assistant Director of Taxes at Rockefeller & Co., responsible for tax planning and compliance for Rockefeller family members and clients. Before that, he worked at Deloitte & Touche as Senior Tax Manager, responsible for client tax and financial planning services.

Steve earned an LL.M. in taxation from New York University School of Law, a J.D. from Buffalo Law School, and a B.S. in accounting from Binghamton University. He is a CPA and has been awarded the AICPA Personal Financial Specialist designation.

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.

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").

Chris Graham

Chris Graham

Chris Graham has a long history of serving the people of Mississippi, most recently as Senate Budget Officer for the Mississippi Legislative Budget Office (LBO). Before joining LBO, Graham played an integral role on the Mississippi Ethics Commission as Assistant Director and Counsel from 2007 to 2009 and 2012 to 2017. Graham also has 17 years of extensive experience as an attorney, handling a range of issues from investigations, to preparation of administrative decisions, to training for public servants, and more. He began his legal career in 2001 to 2002 as an Associate Attorney at Wise Carter Child & Caraway, P.A. Advancing quickly, he served as Associate/Partner at Ott & Purdy, P.A./Heilmann Kennedy Graham, P.A. from 2002 to 2007. Serving as Partner at Heilman Law Group, P.A. from 2009 to 2012, Graham acted as lead counsel in multiple complex adminstrative actions challenging audits and recoupment requests by Medicare, Medicaid, and the Mississippi State Tax Commission. A graduate of the University of Mississippi with a Bachelor of Accountancy and Millsaps College with a Master of Accountancy, as well as a Juris Doctor from the University of Mississippi, he has an impressive foundation to usher Mississippi into a more prosperous future.

Philip Gunn

Philip Gunn began serving in the Mississippi House of Representatives in 2004. On January 3, 2012, he became the 61st Speaker of the House of Representatives in Mississippi. This is the first time in 136 years a Republican has held this title in the Mississippi House of Representatives. Speaker Gunn credits his ability to reach across the aisle to his time spent at Baylor. While earning his B.B.A., Gunn met students from every state in the nation and from countries around the world. Being exposed to this diversity set the foundation for Gunn’s career. His time in the legislature has proven he is a leader not only in the House of Representatives, but also throughout the entire state. As a result through the years, he has served on the Executive Committee of the Mississippi Republican Party and has served as Chairman of the Republican House Conference since it was formed in 2006. Gunn was instrumental in organizing the Republicans in the House of Representatives for the first time in modern history.

After graduating from Baylor, Gunn earned a J.D. from The University of Mississippi Law School, where he was elected Student Body President. He is an attorney at Wells, Marble, Hurst PLLC in Ridgeland, Miss. In 2010, Gunn was named “One of Mississippi’s Top 50 Leading Attorneys” in the Mississippi Business Journal’s Leadership in Law Class of 2010. In 2012, Gunn received the State Legislative Achievement Award from the U.S. Chamber Institute for Legal Reform as a result of the Attorney General “Sunshine” Act being passed during the 2012 Legislative Session.

Ed Karl

Edward S. Karl, CPA, CGMA is Vice President - Taxation of the American Institute of Certified Public Accountants (AICPA). In this position, he is responsible for the review, formulation, and submission to Congress, the Treasury Department, and the Internal Revenue Service of technical and policy recommendations for improvement of the federal tax process. Mr. Karl’s staff serves as the principal liaison for the AICPA with the Internal Revenue Service. He is also significantly involved in tax ethical issues including management of the AICPA’s tax standards, the Statements on Standards for Tax Services.

Mr. Karl was previously employed in the tax department of a large, national CPA firm as well as a smaller, local one where he established their tax department. He was a frequent contributor to The Certificate, a publication of the Greater Washington Society of CPAs, of which he was an editor for fifteen years. He has also spoken at numerous tax institutes, state CPA society meetings and IRS programs.

Mr. Karl is a member of the AICPA, the Global Accounting Alliance tax directors’ group, the Maryland Association of CPAs, and the Greater Washington Society of CPAs where he has also served on their Federal Tax Committee and Board of Governors.

Paul Lee

Paul is the Chief Tax Strategist for Northern Trust Wealth Management. In this role, he leads research and strategy development as it relates to tax issues and wealth planning. Paul specializes in advising and consulting with ultra-high-net-worth families and their businesses, with a focus on complex income, transfer, and international tax issues.

Prior to joining Northern Trust in 2015, Paul served as National Managing Director of Bernstein Global Wealth Management in New York. He began his career practicing law and became a partner in the Tax, Estate Planning and Wealth Protection Group at Smith, Gambrell & Russell, LLP in Atlanta.

He received his J.D. and LLM (Taxation) degrees, with honors, from Emory University School of Law, and B.A. degrees, cum laude, in English and Chemistry from Cornell University.

Paul is a Fellow of The American College of Trust and Estate Counsel and has been inducted into the NAEPC Estate Planning Hall of Fame® and designated an Accredited Estate Planner® (Distinguished). He served as the American Bar Association Advisor to the Uniform Law Commission Uniform Fiduciary Income and Principal Act. He has spoken at the Heckerling Institute on Estate Planning, ACTEC National Meeting, Southern Federal Tax Institute, USC Institute on Federal Taxation, Notre Dame Tax and Estate Planning Institute, AICPA National Tax Conference, and the AICPA Advanced Estate Planning Conference. His articles have been published by The ACTEC Law Journal, Tax Notes Federal, Tax Notes International, BNA Tax Management Estates, Gifts & Trusts Journal, BNA Tax Management Memorandum, Estate Planning Journal, Trusts & Estates, Estate Planning & Community Property Law Journal, The Practical Tax Lawyer, Major Tax Planning, and the Emory Law Journal. Paul co-authored the law review article, "Retaining, Sustaining and Obtaining Basis," which was awarded Outstanding Law Review Article in 2016 by the Texas Bar Foundation.

He is a member of the Advisory Committee for the Heckerling Institute on Estate Planning, Bloomberg BNA Estates, Gifts and Trusts Advisory Board, and the University of Florida Tax Institute Advisory Board.

Damien Martin

Damien Martin

Damien provides tax compliance, consulting and planning services to individuals, families and fiduciaries and provides proactive succession planning for high-net-worth individuals and their family-owned businesses as the east region leader of BKD National Private Client Services (PCS) group. As a PCS advisor, he also focuses on helping affluent clients build and preserve their family’s legacy through an integrated suite of services designed to assist families manage and transfer multigenerational wealth. He is the host of “Simply Tax,” a podcast dedicated to delivering practical and timely content to simplify tax challenges. He spent more than three years serving in BKD's National Office where his major focus was the 2017 tax overhaul and continues to be involved in firm tax growth initiatives. Damien is a member of the American Institute of CPAs, where he currently serves on the Tax Profession Strategic Advisory Group, and Illinois CPA Society, where he has served on the Estate, Gift and Trusts Committee.