CPA Day(s) of Service: November 7 -18 Volunteer

Livestream: Mississippi Tax Institute

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Wednesday, December 7, 2022 @ 8:30am Thursday, December 8, 2022 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. Visit the website at www.ms-cpa.org for a complete agenda.

SPONSORS:

Credits

Category Amount
Taxation 16.00

Sessions

Wednesday, December 7, 2022

8:30am - 11:25am
$0.00
Credits: Taxation 3.20
11:25am - 12:10pm
$0.00
Credits: Taxation 0.90
12:10pm - 1:10pm
$0.00
1:10pm - 2:25pm
$0.00
Credits: Taxation 1.20
2:40pm - 3:40pm
$0.00
Credits: Taxation 1.50
3:40pm - 4:40pm
$0.00
Credits: Taxation 1.20

Thursday, December 8, 2022

8:30am - 10:00am
$0.00
Credits: Taxation 1.90
10:15am - 11:25am
$0.00
Credits: Taxation 1.40
Leaders:
11:25am - 12:10pm
$0.00
Credits: Taxation 0.90
12:10pm - 1:10pm
$0.00
1:10pm - 2:25pm
$0.00
Credits: Taxation 1.50
2:40pm - 3:40pm
$0.00
Credits: Taxation 1.20
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

Stephen Akers

Stephen Akers

Stephen R. Akers Senior Fiduciary Counsel

Mr. Akers is Managing Director and Senior Fiduciary Counsel at Bessemer Trust. In this role, he serves as Chair of the firm’s Estate Planning Committee and works closely with clients in the Southwest Region regarding their estate and trust planning issues. Steve serves as Immediate Past President of the American College of Trust and Estate Counsel (ACTEC) and is a member of the Advisory Committee to the University of Miami Philip E. Heckerling Institute on Estate Planning, where he is a frequent speaker. He has previously served as Chair of the American Bar Association Section of Real Property, Trust & Estate Law and as Chair of the State Bar of Texas Real Estate, Probate & Trust Law Section. Steve earned a J.D. from the University of Texas School of Law and a B.S. in chemical engineering from Oklahoma State University.

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.

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 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.

Gray G. Edmondson

Gray G. Edmondson

Gray Edmondson, J.D., LL.M., is a partner in the firm Edmondson Sage Allen, 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").

Peyton P. Gordon

Peyton P. Gordon

Peyton is a graduate of The University of Mississippi, Oxford, with a B.Acc. degree and an Masters of Taxation degree. She is currently a Senior II tax associate with FORVIS, LLP. Peyton provides tax services for a variety of individuals and business clients including private clients, financial services, telecom, and manufacturing and distribution. She also serves on the FORVIS National Office Digital Asset Tax Team. She is a member of the American Institute of CPAs and a 2019 Leadership Madison County participant. She is currently serving as Vice President for the MSCPA Young CPA Network and millennial chair for the Mississippi Society of CPAs Tax Institute. She also serves at the treasurer for the Jackson Symphony League.

Outside of work Peyton enjoys spending time with her husband, Michael Gordon, and daughter Reese Gordon.

Delbert Hosemann

Delbert Hosemann

Charles Delbert Hosemann Jr., is the 33rd and current lieutenant governor of Mississippi, since January 2020. From 2008 to 2020, he served as the secretary of state of Mississippi. Hosemann was born in Vicksburg in western Mississippi. He received his Bachelor of Business Administration degree in 1969 from the University of Notre Dame in South Bend, Indiana. In 1972, he earned his Juris Doctor from the University of Mississippi School of Law in Oxford, Mississippi. In 1973, he obtained specialization in Taxation at New York University. Hosemann currently lives in the capital city of Jackson, where he is a partner with Phelps Dunbar LLP.

David Kemps

David Kemps

David Kemps joined Morgan Stanley in May 2011 and is located in its Government Relations office in Washington, D.C. Through his position, he advocates the company's interests in tax and retirement issues before Congress and the Executive Branch. From 2004 through 2010, Mr. Kemps served as Vice President of Federal Relations for the Lincoln Financial Group. While at Lincoln, he advocated the company's interests before Congress and the Executive Branch on a wide range of issues, monitored legislative and regulatory actions with a focus on corporate and product taxation, retirement, and financial services, and directed the company's political activities over the course of several election cycles. Prior to this, Mr. Kemps served as a government affairs officer for the Investment Company Institute and was Manager of Employee Benefits Policy for the U.S. Chamber of Commerce. His policy background also includes work in the government affairs office of the JC Penney Company and on the personal staff of a United States Senator. In the early 1990's, Mr. Kemps was a practicing attorney in the Office of the General Counsel at the Pension Benefit Guaranty Corporation. Mr. Kemps has spoken frequently at various conferences around the country. In addition, he has also appeared on national television and radio broadcasts and has been quoted in numerous publications including the Wall Street Journal, Pensions and Investments, and Defined Contribution News. Mr. Kemps earned his law degree from The Catholic University of America, Washington, D.C., and his undergraduate and graduate degrees from Ball State University.

Tambra C. Kyles

Tambra C. Kyles

Tambra C. Kyles My career with the IRS began 34 years ago in the Examination Department as an Audit Clerk where I later became a Tax Examiner in Planning and Special Processing (PSP). This experience sparked my interest to pursue the next level as Tax Auditor. I enjoy assisting taxpayers, so I seized an opportunity in Taxpayer Advocate Service (TAS) to become a Case Advocate in 2002. I also served as Senior Program Analyst for the Jackson office. TAS has provided so many opportunities for my growth. I am a graduate of the Frontline Management Readiness Program (FLRP) and the Senior Management Readiness Program (SMRP). In 2016, I became Taxpayer Advocate Group Manager (TAGM) of the Jackson, MS TAS office. After serving one year as Acting Local Taxpayer Advocate for Jackson, I became LTA in August 2021. I treasure the opportunity to serve as LTA in the Jackson, MS office, which involves supporting the TAS mission, and creating an environment of excellent customer service to our staff and our taxpayers. I enjoy spending time with my family, baking, and traveling. Thanks to my husbands love of horses, I am learning about horses too.

Jan F. Lewis

Jan F. Lewis

Jan Lewis is a Tax Partner with Haddox Reid Eubank Betts PLLC in Ridgeland. Her responsibilities include income and estate tax planning, research, and compliance for individual and business clients. Her areas of practice include healthcare, oil & gas, construction, real estate, and high net worth individuals. She has taught continuing education classes throughout Mississippi and nationwide in the areas of income tax planning, business tax matters, and S Corporation tax issues, and has given presentations on financial literacy, current tax policy, and other tax issues to various groups across the state. She has also authored articles on tax matters for the Tax Adviser publication of the AICPA's Tax Division. Jan is active in the MSCPA, having served as an at-large member of the MSCPA Board of Governors, and previously served as Chairman of the Society. She has served as an officer of the Society's Central Chapter, and as a trustee of the Mississippi Tax Institute. Jan is also a member of the MSCPA's Long Range Planning Committee and the MSCPA's Young CPAs Liaison Committee. She has served as the MSCPA's elected representative to the AICPA Council, and on the AICPA Life Insurance and Disability Plans Committee. She has also served as member and past chair of the AICPA's Tax Practice and Procedures Committee and currently serves as Chairman of the AICPA's Tax Executive Committee, the senior committee overseeing the work of all Tax Division committees and technical resource panels. Jan is also an appointed member of the AICPA's G400 Practice Advisory Group. Of the more than 40,000 CPA firms across the country, the AICPA separates the top 500 firms into two groups - the 100 largest CPA firms and then the next largest 400 firms. Volunteers from those 400 firms serve on the G-400 Practice Advisory Group to provide direction for AICPA initiatives that affect the firms and their practices. Jan is a native of Jackson and a 1985 Summa Cum Laude graduate of Mississippi State University. She is a member and past chairperson of the Adkerson School of Accountancy Advisory Board at MSU, and was selected as the MSU College of Business's Alumni Fellow for 2016. She was chosen as MSU Beta Alpha Psi Alumnus of the Year in 2000. Jan is active in her community, serving as a board member and finance committee chair of the Community Foundation of Greater Jackson.

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 FORVIS' 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 FORVIS' 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.

Matthew McLaughlin

Matthew McLaughlin

Matthew McLaughlin focuses his practice on corporate and business transactions, including advising companies on corporate and commercial finance matters, federal, state and local economic development incentives, and nontraditional sources of capital. His industry experience includes manufacturing, food and beverage, energy, and technology sectors. He has worked with clients on every aspect of the expansion and relocation process, including business organization, real property due diligence, acquisition and development, land use and zoning, financing, tax matters, and other state and local regulatory issues. Matthew represents parties in historic preservation and community development projects leveraging federal grants, new market tax credits, low-income housing tax credits, and historic tax credits. In addition, he focuses a portion of his practice on representing startups, emerging companies, and investors on a wide variety of organizational issues, corporate transactions, corporate financings, securities laws, and corporate-compliance matters. As an extension of Matthew’s experience in the food and beverage industry, a significant portion of his practice is focused on the alcohol beverage industry, drawing on extensive expertise working with regional craft breweries and craft distilleries in all aspects of their operations. Matthew advises industry participants throughout the southern United States and beyond on business-entity formation; ownership structure; startup and expansion financing; the filing and registration of trademarks; and protection of all forms of intellectual property. He oversees the land-use approval process for the construction and operation of craft breweries and craft distilleries, and drafts and reviews distribution, licensing, and employment-related agreements. Matthew also advises clients on Alcohol and Beverage Control (ABC) and Alcohol and Tobacco Tax and Trade Bureau (TTB) license applications and the filing of other necessary federal and state permits. He also regularly consults craft breweries, craft distilleries, and brewpubs on alcohol and beverage laws. He works with trade associations and guilds on legislative and policy matters that impact the alcohol industry.

William M. Walker

William M. Walker

As a Business Development Manager for Capital Strategies, Will specializes in working with the firm’s Estate Planning clients.

He is dedicated to exploring and implementing the most sophisticated strategies in case design, tax strategy, and case implementation for each client. A licensed CPA, he currently holds his Life and Health Insurance, Series 7, and Series 63 licenses.

Prior to joining Capital Strategies, Will was employed with Ernst & Young LLP in the Memphis, Washington, D.C., and Birmingham offices performing audit and advisory services for public and private company clients.

Will earned a Bachelor and a Master of Accountancy from the University of Mississippi. While at Ole Miss, Will served as Treasurer of the Associated Student Body. At graduation, he was elected to the Ole Miss Hall of Fame, an honor bestowed on 10 graduating seniors each year.

Will serves on the executive committee as treasurer of the board of directors for the Boys and Girls Clubs of Central Alabama. Will is a member of the Founders Society of the Phoenix Club of Birmingham, having also served as a board member and past president. A father of three young children, in addition to spending time with his family Will enjoys outdoor sports and traveling with his wife, Caroline. Will and Caroline are members of Covenant Presbyterian Church.

Hudson Williams

Hudson Williams

T. Hudson Williams, J.D., LL.M. Tax Counsel Professional History & Education As Tax Counsel for Capital Strategies, Hudson focuses on tax related issues surrounding the use of life insurance in estate planning. Prior to joining Capital Strategies in 2014, Hudson practiced business and commercial real estate law in Columbia, South Carolina. Hudson earned a Bachelor of Arts from Wake Forest University in 2006, and a Juris Doctor, cum laude, from the University of South Carolina School of Law in 2009. He was graduated from the University of Florida School of Law (LL.M. in Taxation, 2015), where he served as graduate assistant to Professor Martin J. McMahon, Jr., James L. Freeland Eminent Scholar in Taxation.