58th Annual Arkansas Federal Tax Institute

Agenda

    Thursday, December 5, 2019

  • 8:00AM - 9:00AM / General Sessions
    Federal Tax Update

    Speakers

    Johnny Hurdle,
    EY LLP

  • 9:00AM - 10:00AM / General Sessions
    Trust & Obey

    Speakers

    Anthony Hilliard,
    Attorney, Ramsay Bridgforth Robinson & Raley LLP

  • 10:10AM - 12:10PM / General Sessions
    Qualified Business Income Deduction - What's Wrong with IRC Sec. 199A?

    Speakers

    Joseph Sanford,
    President, Sanford & Company PA

  • 1:00PM - 2:00PM / Concurrent Sessions – Choose one
    Filing Jointly/ Separately

    Speakers

    Neil Deininger,
    Attorney, Neil Deininger & Company

    Private Foundation/ Non-Profit Update

    Speakers

    Adam Crow,
    Rose Law Firm PA

    Retirement Plans

    Speakers

    Bryant Cranford,
    Rose Law Firm PA

  • 2:05PM - 3:05PM / Concurrent Sessions – Choose one
    Bankruptcy Taxes

    Speakers

    Nicolas Corry,
    Wingfield & Corry PA

    Small Business Issues Panel

    Speakers

    Paul Parnell,
    Rose Law Firm PA

    Trust Income Taxation: Common Problems & Recent Developments

    Speakers

    David Bingham,
    Mitchell Williams Selig Gates & Woodyard PLLC

    Ashley Gill,
    Mitchell Williams Selig Gates & Woodyard PLLC

  • 3:15PM - 4:15PM / Concurrent Sessions – Choose one
    ASBPA Ethics

    Speakers

    Tim Montgomery,
    Board Investigator, Arkansas State Board of Public Accountancy

    Employment & Worker Classification

    Speakers

    Abtin Mehdizadegan,
    Cross Gunter Witherspoon & Galchus PC

  • Friday, December 6, 2019

  • 8:00AM - 9:00AM / General Sessions
    Tax Policy & Politics

    Speakers

    Storme Sixeas,
    Deloitte Tax LLP

  • 9:00AM - 10:00AM / General Sessions
    Ethical Responsibilities of Tax Professionals

    Speakers

    Taylor Stockemer,
    Friday Eldredge & Clark

  • 10:10AM - 11:10AM / General Sessions
    Arkansas Sales Tax Audit Trends & Best Practices

    Speakers

    Deanna Munds-Smith,
    AR Dept of Finance & Adminstration

    Michael Parker,
    Dover Dixon Horne PLLC

  • 11:10AM - 12:10PM / General Sessions
    Arkansas Tax Update

    Speakers

    Matthew Boch,
    Dover Dixon Horne PLLC

    Paul Gehring,
    Asst Commissioner-Policy & Legal, Department of Finance & Administration

  • 1:00PM - 1:50PM / General Sessions
    Practical Post-Wayfair Multistate Tax

    Speakers

  • 2:00PM - 3:40PM / General Sessions
    IRS Audit Procedures

    Speakers


Speakers

Johnny Hurdle

Johnny is a Senior Manager in Ernst & Young’s Private Client Service Tax practice in Dallas, Texas. Johnny is also a member of EY’s Gift and Estate Tax Network.

• Johnny has over 11 years of experience advising ultra-high net worth individuals, family offices, and family business owners. He also has experience helping international families and global executives with inbound tax planning and navigating the complex foreign informational reporting rules.

• Johnny’s primary industry experience includes construction, real estate, and private equity EY

Anthony Hilliard

Practice Areas: Taxation Law; Estate Planning Law; Probate Law; Banking Law; Employee Benefits Law; Business Law. Personal Information Born Rison, Arkansas, July 4, 1956. Education: Hendrix College (B.A. 1978). University of Little Rock School of Law (J.D. 1996). Southern Methodist University School of Law (LL.M. (Taxation), 1998). Bar Information: Admitted to bar 1996, Arkansas and U.S. District Courts, Eastern and Western Districts of Arkansas, 1996. Arkansas Bar Association Board of Governors. Tenured Delegate Arkansas Bar Association House of Delegates. Past President Arkansas Bar Association Tax Section. Secretary/Treasurer Arkansas Bar PAC. Honors: Associate Editor, UALR Law Journal, 1995. Arkansas Bar Association Lawyer Legacy Award, 2006. Arkansas Society of CPAs, Mac Angel Award, 2006. Best Lawyer’s in America, Tax Law, Trusts and Estates (2006-2009) Memberships: Jefferson County and American Bar Associations (Member of Taxation and Business Section). Arkansas Society of Certified Public Accountants (CPA 1982-Inactive)

John Lessel

No Biography Available

Joseph Sanford

Joseph Sanford is President and CEO of Sanford & Company, P.A. located in Fort Smith, Arkansas. While involved in all aspects of the firm, he focuses his efforts in estate planning, litigation support, management consulting, and technology consulting. He also frequently serves as a moderator for various tax, accounting, technology, and ethics continuing education seminars for CPAs. Sanford received his BSBA from the University of Arkansas with a major in accounting and a minor in computer sciences in 1977. Sanford has been a practicing accountant since 1977. Prior to establishing his own firm, he worked as a manager at a large local CPA firm, which was merged with a much larger regional firm. This provided the catalyst for him to establish his own firm, Sanford & Company, P.A., in 1988. He is a member of the AICPA and the Arkansas Society of CPAs (ASCPA), the chair of the ASCPA Continuing Education Committee, past chair of the ASCPA Ethics Committee, and past chair of the ASCPA Quality Review Committee. He is also a member and past president of the Western Arkansas Estate Planning Council, past vice president of ASCPA, and past president of the Western Chapter of the ASCPA. Sanford is a frequent speaker at CPE seminars and conferences and received the ASCPA Discussion Leader of the Year Award for 2012 and 2017.

Neil Deininger

Neil Deininger began representing clients before the IRS in 1979 as a Certified Public Accountant. Neil has been practicing tax law in Central Arkansas since his graduation from the UALR William H. Bowen School of Law in 1983.

In 1987, Neil started a solo practice emphasizing tax disputes and collection matters. Neil has handled IRS problems for over thirtyeitht years.

Neil has taught numerous courses on tax collection matters to attorneys, accountants, law students, realtors, title companies, and other professionals who could benefit from his areas of expertise both in Arkansas and nationally. In addition, Neil has authored numerous articles in his areas of expertise, including the preeminent authority on IRS Collection Due Process rights.

Adam Crow

Adam has a broad practice in the areas of private wealth planning, business succession planning, mergers and acquisitions, real estate, and taxation. He represents high net worth individuals in connection with trust and estate matters and develops plans to preserve and protect family wealth and minimize tax burdens. Adam also represents closely held businesses and investors in a wide range of matters, including the formation, acquisition and disposition of business entities and properties. In addition, he counsels clients regarding existing operations, complex federal and state tax planning, and controversies.

Adam has been recognized in the Best Lawyers in America, Chambers and Partners High Net Worth, and Mid-South Super Lawyers. Chambers and Partners recognized his skill in tax, estate planning, and fiduciary matters, and his commitment to his clients, noting “He is very, very responsive” and “He stays on task until the job is done.”

Bryant Cranford

No Biography Available

Nicolas Corry

No Biography Available

Paul Parnell

Paul focuses his practice in the areas of corporate and individual taxation, private wealth management and tax controversies.

He has a broad commercial practice with an emphasis on federal and state income tax matters, mergers and acquisitions, estate and business succession planning, and representing lenders, community development entities (“CDEs”), and borrowers in syndicated financing transactions involving traditional bank financing, USDA and SBA guaranteed loans, and federal and state new markets tax credits.

In addition, Paul represents businesses in state tax controversies before the Arkansas Department of Finance and Administration in matters involving claims for exemptions or credits from state and local taxes, and assessments of taxes generally. At the federal level, Mr. Parnell represents businesses and their owners in all stages of an IRS examination, from the initial audit through the United States Tax Court and subsequent appeals if necessary.

Through his commercial practice, Paul also represents and advises fiduciaries of trusts and estates holding closely held business interests through the probate and trust administration process, including obtaining valuations of the business interest, advising with the implementation of the business succession plan to ensure the continued efficient operation of the business, and preparing and filing of the federal estate tax return when necessary.

David Bingham

No Biography Available

Ashley Gill

No Biography Available

Tim Montgomery

Tim Montgomery, CPA, CISA, is an investigator with the Arkansas State Board of Public Accountancy. He graduated from the University of Houston – Downtown with a BBA in Accounting in 1992 and passed the CPA exam in 1993. Throughout his career, Tim has been the Internal Auditor for USAble Life in Little Rock, Accounting Manager for Airborne Nacelle Services in Hot Springs and Comptroller for a supply company in Pencil Bluff. He has also spent time as an Internal Audit and SOX Compliance Consultant. Before moving back to Arkansas in 2013, Tim was the Internal Audit Director for Dyersburg State Community College in Dyersburg, Tennessee. He lives in Cabot, AR with his wife Charlotte and they have four children, ages 24, 22, 18, and 8.

Abtin Mehdizadegan

Admitted to Practice

  • Arkansas, 2013
  • United States District Courts for the Eastern and Western Districts of Arkansas Experience Abtin’s practice focuses on traditional management-side labor and employment defense, general litigation, and appellate advocacy. In addition to his active litigation practice, Abtin advises clients in compliance matters relating to, among others: -The Arkansas Civil Rights Act; -The Arkansas Minimum Wage Act;
  • The Arkansas Trade Secrets Act;
  • The Fair Labor Standards Act;
  • Title VII of the Civil Rights Act of 1964;
  • The Family Medical Leave Act;
  • The Americans with Disabilities Act;
  • The National Labor Relations Act;
  • Regulations enforced by the Office of Federal Contract Compliance Programs (OFCCP) with respect to affirmative action obligations of federal contractors;
  • Garnishment compliance; and
  • Non-competes, non-solicitations, and anti-employee poaching strategies. Abtin also serves on the Firm’s business immigration team, and handles specialty visas reserved for “individuals of extraordinary ability” under the O-1 and EB-1 nonimmigrant and immigrant categories. Prior to joining the Firm, Abtin studied law at the University of Arkansas at Little Rock William H. Bowen School of Law, where he served as Editor-in-Chief of the Law Review. Abtin graduated from the University of Maine (Orono, Maine) in 2010 with his B.A. in political science and communications. Professional Activities -Executive Board, Judge William R. Overton American Inn of Court
  • Executive Board, Pulaski County Bar Association
  • Arkansas Bar Association, District 2 Representative and Former Annual Meeting Co-Chair
  • Governor’s Commission on People with Disabilities, Appointed 2013 – 2016
  • Human Resources Management Association, Member 2013 – 2016 Community Involvement
  • The Arkansas Repertory Theatre, Secretary, Board of Directors
  • VOCALS – Volunteer Organization, Center for Arkansas Legal Services
  • UALR Bowen School of Law Alumni Board, Member 2013 – 2017 Publications
  • Just What the Doctor Ordered: Have you Scheduled your HR “Check-up” for 2015?, HR Professionals Magazine (Feb. 2015)
  • The Best Laid Plans of Mice & Men: Employee Wellness Programs Can Often Go Awry, HR Professionals Magazine (June 2014)
  • Bringing Home the Bacon: What the Davis-Bacon Act Means for your Business, HR Professionals Magazine (Nov. 2013)
  • Proactive Cell Phone Security Policies in the Workplace: Avoid Liability as Hi-Tech Devices HACK the Fourth Amendment, 35 Ark. Little Rock L. Rev. 1 (2013) (online)
  • Annual Arkansas Case Law Surveys, 2011-2012 Education
  • University of Arkansas at Little Rock, J.D., Honors (2013); UALR Law Review Editor-in-Chief; Trial Team Member, National Trial Competition; Vice President, Phi Alpha Delta; Top Paper Award, Appellate Brief
  • University of Maine, Magna Cum Laude (2010); Political Science, Honor’s College; VP Student Entertainment, Student Government; Senior Skull Honor Society Noteworthy
  • 20 In Their 20s – 2017, Arkansas Business
  • Pro Bono Attorney of the Year – 2017, VOCALS
  • Rising Star in Employment Law – 2017, HR Professionals Magazine
  • Top Attorney in Employment Law – 2017, Arkansas Life Magazine

Storme Sixeas

Storme Sixeas is a member of the Tax Policy Group within the Washington National Tax practice of Deloitte Tax LLP, delivering critical insights on federal tax policy and politics for clients across a broad spectrum of industries. Storme analyzes legislative proposals and provides political intelligence based on ongoing interaction with Congressional members and staff.

Prior to joining Deloitte in 2015, Storme served as a House of Representatives leadership aide on Capitol Hill, and then spent a dozen years as a corporate policy lobbyist, covering issues including tax, trade, federal contracting, and technology policy. During much of that time, she was the chief policy lobbyist for defense company BAE Systems, Inc., and for the Electronic Industries Alliance (EIA), a high-tech trade association. Before entering the government relations and policy arenas, Storme spent several years in financial and technology journalism, working in various reporting and editing capacities, including at the Financial Times Group in London.

After growing up around the globe as an Air Force brat, Storme earned a Bachelor of Journalism from the University of Missouri-Columbia. She also holds an MBA in financial management from George Mason University.

Storme is the founder of DC’s most exclusive and politically diverse co-ed book group, the Bibliophages, now in its 15th year; and she is a Fellow in the BritishAmerican Project, a transatlantic leadership network lovingly referred to by its members as “organized serendipity.” She is also an avid ocean swimmer and can crew a sailboat in a pinch.

Phone +1 202-220-2078 Email ssixeas@deloitte.com

Taylor Stockemer

No Biography Available

Deanna Munds-Smith

No Biography Available

Michael Parker

Michael advises clients on a broad range of tax issues, includingstateandlocaltaxtrapsand planningopportunities that have potential to significantly impact their day-to-day operations as well as the long-term success of their businesses. Areas of concentration include audit and refund controversies and litigation, incentive planning, legislative initiatives, regulatory issues, and creativity within the bounds of the highest ethical standards, relying on experience gained over more than 40 years of law practice. Professional time dedicated to the interests of the business community includes 30+ years of service as pro bono tax counsel for the Arkansas State Chamber of Commerce and AssociatedIndustriesofArkansas.

Matthew Boch

Matthew Boch is a Member at Dover Dixon Horne PLLC, based in Little Rock, Arkansas. He advises clients on navigating state and local tax issues and leveraging economic development incentives to further their business goals. Clients rely on Matt for his multistate tax experience as well as his deep understanding of the Arkansas tax world. He guides clients through all the stages of tax controversies, from the point of an initial audit, through administrative appeals, and on to litigation when necessary. He advises companies on tax planning and compliance as well. As a leading Arkansas tax lawyer, Matt chairs the Arkansas Tax Advisory Council, serves as Secretary of the Arkansas Bar Association Section of Taxation, authors the Arkansas Tax and Incentives Update blog published by Dover Dixon Horne, and also coauthors both the Bloomberg BNA Arkansas Corporate Income Tax Navigator and Arkansas Pass-Through Entity Navigator. At the multistate level, Matt serves as an assistant editor of the Journal of Multistate Taxation and Incentives and as editor-in-chief of ConNexus, the newsletter of the American Bar Association State and Local Taxes Committee. Matt is also active in the Council on State Taxation (COST), the Institute for Professionals in Taxation (IPT), and the Independent SALT Alliance.

Paul Gehring

No Biography Available

Brian Greer

A graduate of Purdue University, Brian has a rich background in serving the Technology and Accounting industries, while leading successful sales and marketing teams. Brian began his career as an Account Manager for Firstwave Technologies, selling customer relationship management solutions to large, nationwide businesses. Later he joined JD Edwards (subsequently acquired by Oracle) where he used his technology experience to successfully sell enterprise solutions to Fortune 500 tax and accounting departments. Brian leveraged his technology and accounting backgrounds in 2001 by joining Tax Partners as an Executive Account Manager, initially developing sales, transaction, and telecommunications tax solutions through the professional accounting channel...primarily through partnerships with the Big 4 accounting firms. He later led the sales and use tax sales team after the Thomson Reuters acquisition, growing the revenues to multi-million dollar levels. Brian joined TaxConnex as a partner in 2010, guiding the sales and marketing activity and giving TaxConnex a uniquely talented technology and sales tax professional.

L.G. Brooks

LG Brooks is an Enrolled Agent and is the former Senior Consultant of The Tax Practice, Inc., located in Dallas Texas. However, LG is now the Senior Tax Resolution Consultant with Lawler & Witkowski, CPAs & EAs which is headquartered in Buffalo, NY. LG has been in the field of taxation for more than 25 years and has been in practice full time since 1990. LG’s areas of practice include Tax Representation and Pre-Tax Court Litigation Support Services. LG continues to provide tax presentations for numerous tax & accounting societies and has made presentations at several Internal Revenue Service (IRS) Annual Tax Forums.

LG received a Bachelor of Arts degree from Bishop College at Dallas, Texas in 1977 and is a Fellow of the National Tax Practice Institute (NTPI) and is currently a faculty member of the National Tax Practice Institute (NTPI) and, he is extremely proud and honored to be an Enrolled Agent.