Cal McCastlain is known for his work in corporate planning, transactions and tax law, with a particular niche in agriculture and agribusiness. His experience includes estate planning, corporate law, business formation, sales and acquisitions, contract negotiations, real estate, business transactions and a wide range of agriculture and agribusiness matters.
McCastlain shares his unique experience with national and industry organizations. From 2011-2016, he served as a Director of the Federal Reserve Bank of St. Louis. Additionally, Cal is a longstanding board member and past president of the Agricultural Council of Arkansas. McCastlain’s passion for agriculture has led to his experience with various links of our food production chain. One important link includes finding a more efficient way to direct surplus nutritious food to those in need.
Cal received his BSBA with a major in accounting from Henderson State University, followed by his law degree from the University of Arkansas at Little Rock Bowen School of Law. Prior to entering private practice, McCastlain served in the U.S. Army Judge Advocate General’s Corps, assigned to the Armed Services Board of Contract Appeals in Washington D.C. During his Army service, Cal completed a Master’s Degree in Tax Law at Georgetown University Law Center. McCastlain retired as a Colonel in the Arkansas Army National Guard Judge Advocate General’s Corps.
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.
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Tax accountant focused on deliverying unmatched client service. My goal is to obtain a deep understanding of my clients' business so I can provide meaningful solutions to challenges they face in today's everchanging tax landscape and business environment. Specialties: Serving clients in the manufacturing, distribution, and service industries.
Clay leads the Advisory Services practice for HoganTaylor’s Little Rock office. He has more than 15 years of experience in public accounting and has served in a variety of capacities during his career, including roles in advisory, assurance, and tax. Clay has significant experience serving clients in the banking, nonprofit, healthcare, and manufacturing sectors. Clay provides financial management services to businesses, including budgeting, cash management, financial reporting, financial due diligence and quality of earnings analysis, acquisition modeling and integration, and audit management. In addition to his financial management expertise, Clay regularly advises clients and attorneys in forensic accounting, business valuation, and litigation matters. He has testified as an expert in court on issues such as economic damages, embezzlement, business valuation, and marital property divisions.
Provides tax services to financial institutions, not-for-profit organizations, small businesses and individuals. Reviews tax returns and financial statements to assist clients in meeting governmental reporting or other regulatory financial disclosure requirements. Provides tax planning and strategies to a variety of businesses and individuals. Assists clients with federal and state tax examinations.
Anton Janik is an experienced advocate for his clients, with a specialized practice in complex litigation, tax controversies and information security and privacy. Anton advises businesses and individuals on tax controversies, investigations and corporate compliance, employee privacy, data protection and social media. He leads the Tax Controversy and Litigation practice area and co-leads the Information Security & Privacy practice area. He is also a Certified Information Privacy Professional/United States (CIPP/US) and Europe (CIPP/E). Anton’s legal career began with his appointment by U.S. Attorney General John Ashcroft as a Trial Attorney with the United States Department of Justice in Washington, D.C
Joshua Kerr is an Accounting Instructor at UA- Little Rock He was born and raised in Little Rock and has a bachelors and masters degree in Accounting from Arkansas State University. He has served as an Accounting Instructor at East Arkansas Community College and Arkansas State University. He has worked in the Tax department of Wal-Mart in Bentonville and has an active CPA license in Arkansas and Illinois. In addition to teaching, Josh owns Kerr CPA Firm PLLC.
Wade Bowen advises businesses and individual clients on a variety of tax and tax-related issues and transactional matters. His practice includes assisting business clients with business formations, business sales and acquisitions, and real estate transactions. In addition, he represents clients in administrative tax proceedings before the Internal Revenue Service and Arkansas Department of Finance and Administration. He also creates and implements estate and business succession plans on behalf of individuals and families.
Jeremiah D. Wood practices in the firm’s Employee Benefits Practice Group. His practice includes experience in the design, implementation, administration and termination of tax-qualified retirement plans (including traditional pension plans, cash balance plans, profit sharing plans, 401(k) plans, and ESOPs), 403(b) plans, nonqualified deferred compensation plans (including 457(b) and 457(f) plans and deferral compensation arrangements for executives) and health and welfare plans. He works for a variety of clients, including Fortune 500 companies, local and regional financial institutions, privately held business organizations, professional corporations, governmental organizations and non-profit organizations.
Jeremiah assists his clients (as plan sponsors and fiduciaries) with regulatory compliance related to the Internal Revenue Code, ERISA and HIPAA as well as with state and local tax issues (including recent legislation) affecting retirement and welfare plans. In addition, he acts as counsel for his clients with respect to ERISA controversies and litigation and he regularly handles matters that involve correcting errors using the Internal Revenue Service Employee Plans Compliance Resolution System (EPCRS) and the Department of Labor Voluntary Fiduciary Correction Program. He also assists his clients with audits of qualified plans by the Internal Revenue Service and investigations of qualified plans by the Department of Labor.
NOTEWORTHY - Arkansas Federal Tax Institute, Co-Chair, 2015 - Chair of Subcommittee on Permissible Use for the Main Street Revitalization Committee, May 2014 – May 2015 - Hat Club of Little Rock - Member of the Main Street Revitalization Committee (a collaboration between the City of Little Rock and the Downtown Little Rock Partnership) - Leadership of Greater Little Rock, Class XXX - Tax Section of the Arkansas Bar Association, Chair
EDUCATION - New York University School of Law, LL.M. in Taxation, 2008 - University of Arkansas at Little Rock School of Law, J.D., With High Honors, 2007 - Ouachita Baptist University, B.A., Political Science, 2004
MEMBERSHIPS - Arkansas Bar Association - Pulaski County Bar Association
ADMISSIONS - Arkansas, 2008
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.
Storme Sixeas delivers critical insights on federal tax policy and politics for Deloitte’s clients across a broad spectrum of industries, analyzing legislative proposals and providing 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 and an MBA in financial management from George Mason University. Storme is co-chair of the Tax Coalition, a professional organization for women in tax policy from Capitol Hill, the Administration, and the private sector; and she is an officer and executive committee member of the British-American Project, a transatlantic leadership network lovingly referred to by its members as “organized serendipity.” She is also the founder of DC’s most politically diverse co-ed book group, the Bibliophages, now in its 17th year; is an avid ocean swimmer; and can crew a sailboat in a pinch.
Matt Boch is an attorney with Dover Dixon Horne PLLC, where helps clients navigate state and local tax issues and leverage economic development incentives, both in Arkansas and on a multistate basis. Within Arkansas, Matt serves as tax counsel and an ex officio board member to the Arkansas State Chamber of Commerce. Matt authors the Arkansas Tax and Incentives Update blog published by Dover Dixon Horne and speaks regularly with various taxpayer and trade associations. Matt is an active member and former chair of the Arkansas Tax Advisory Council and of the Arkansas Bar Association Section of Taxation. At the multistate level, Matt serves on the American Bar Association (ABA) Section of Taxation State and Local Taxes Executive Committee, and he is an active member of the Council on State Taxation (COST), the Institution for Professionals in Taxation (IPT), the Independent SALT Alliance (ISA), and the Tax Counsel Network (TCN).
Prior to joining HoganTaylor in 2018, Chris was a tax partner at JPMS Cox, PLLC in Little Rock. Before coming to Little Rock, he was a tax manager with Ernst & Young in Dallas for seven years. Chris focuses his practice on working with family and closely held businesses. This includes advising clients on through out the life cycle of wealth creation and wealth transfer.
Joel DiPippa, serves as the Senior Counsel in the Office of Legal Services, Department of Finance and Administration (DFA). He joined DFA in July of 2008 and has served as a staff attorney as well as an Attorney Supervisor. In addition to his duties with DFA he serves as an Adjunct Professor with the William H. Bowen School of Law overseeing the Moot Court Competition and Cyberlaw classes. He received his undergraduate degree from Hendrix College and his law degree from the University of Arkansas at Little Rock, William H. Bowen School of Law. Joel is also a freelance writer for EAT Arkansas.
Blake D. Lewis is an association in the firm's Mergers and Acquisitions Practice Group. Blake's practice focuses on taxation, mergers and acquisitions, real estate transactions, tax controversies, entity formation and governance, and franchising.
Blake has represented clients in a variety of complex acquisition and reorganization transactions spanning multiple industries. In addition, he regularly assists parties with pass-through entity formations and governance, and has experience representing clients in connection with commercial real estate acquisitions, dispositions, and leasing. Blake has also represented clients in tax controversies, including matters with the Arkansas Department of Finance and Administration and the Internal Revenue Service.
Mr. Lar maintains a taxation and corporate governance practice. He advises clients in reorganizations as well as equity and asset acquisitions, federal and state tax audits, and like-kind exchange and qualified opportunity zone transactions. Mr. Lar also represents clients in federal and state administrative tax proceedings and before the United States Tax Court in a variety of disputes.
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.
• David Herzig is a Tax Principal with Ernst & Young LLP’s Private Client Services Tax practice, who currently serves the Southwest Region.
• For more than 20 years, David has advised individuals and families in their domestic and international estate and charitable planning helping to resolve the challenges faced by family businesses during business succession and tax planning.
• His primary focus is to advise family businesses, their owners and family members on how to grow and preserve their wealth, while, in turn dealing with the complex issues of business succession, governance, income tax and transfer tax. David also has extensive experience advising families on the set– up and structure of their private foundations. • Prior to joining the firm, he was a professor of law with tenure teaching tax and trusts and estates at Valparaiso School of Law. David has also worked for large national law firms. In private practice, he represented families on the Forbes 500 wealthiest list. He has published numerous articles in the field in academic journals and is a regular presenter at prestigious national estate planning conferences, such as the Heckerling Institute on Estate Planning, the Notre Dame Tax and Estate Planning Institute, and the New York University Tax Institute.
• David is interviewed regularly for news periodicals, including The Wall Street Journal , The New York Times , The Washington Post and Forbes , as well as by CNN and MSNBC. He was on the Associated Press (AP) Panel of Tax Experts for the 2016 Presidential Election
David Biscoe Bingham is a native of Central Arkansas and focuses his practice on tax, business tax, trusts and estate planning. He represents individuals and couples in estate planning, from a straightforward will to a complex generation-skipping trust, and transmits his clients’ assets in the most tax-efficient manner. In addition, David has experience representing business entities, entrepreneurs and ownership groups in structuring their business matters in the most tax-efficient manner, as well as assisting non-profits in qualifying for tax-exempt status.
Ashley Gill focuses her practice primarily on estate planning and administration, taxation, commercial transactions and corporate law. She regularly counsels clients on various wealth transfer strategies, including income, estate, gift and generation-skipping transfer tax, asset protection, business succession, and charitable planning to structure plans that both minimize estate shrinkage and maximize the achievement of non-tax goals. Ashley also provides general business and tax advice to both publicly-held and privately-held companies in connection with mergers and acquisitions, corporation reorganizations, stock restructurings, company dispositions, and employee compensation plans designed to promote efficiency and employee productivity.
Will is an associate attorney at the business transactional and private wealth planning law firm, SMITH HURST, PLC. He also serves as an adjunct professor at the University of Arkansas School of Law where he currently teaches a course on private equity.
Will obtained his Masters of Law in Taxation degree (LL.M.) from New York University School of Law where he served as an editor of the Tax Law Review. He graduated summa cum laude from the University of Arkansas School of Law where he was a member of the Arkansas Law Review. He also attended Arkansas Tech University where he graduated with a degree in accounting. In 2014 Will successfully passed all four parts of the certified public accountant examination on the first attempt.
Will was recently recognized as One to Watch by Best Lawyers in the fields of corporate, mergers and acquisitions and tax. In 2020, Will was recognized by the Northwest Arkansas Business Journal as a member of its Fast 15, a list of business leaders and successful individuals under the age of thirty. Will currently serves on the Alumni Board of Arkansas Tech University and is also a member of the American Bar Association and Arkansas Bar Association.
Karen is a partner in EY’s Indirect / State and Local Tax Practice where she leads the National State Income Tax and Transactions practices. Her responsibilities include the coordination and delivery of state and local tax projects and services for clients throughout the United States. Karen has significant experience in the state income, franchise and sales and use tax areas and regularly advises clients on a variety of multistate issues including nexus, combined reporting, tax base and apportionment issues. In addition, she has extensive experience with audit defense, negotiated settlements and other controversy and compliance matters, and has had considerable success securing refunds and obtaining key rulings for her clients. Karen also provides sophisticated tax planning and strategic advice on taxability, structuring and related issues. She frequently works with businesses to determine the most tax efficient manner to operate or organize business activities and advises clients on the tax implications of mergers, acquisitions and dispositions of businesses. Karen’s clients have included numerous Fortune 100 and industry-leading companies spanning a wide range of industries including retail, e-commerce, distribution, logistics, energy, healthcare, real estate, manufacturing, telecommunications and technology. Karen serves as a member of the Board of Directors of the Texas Taxpayer and Research Association and regularly writes and speaks at seminars and conferences on state tax topics. She serves as a guest lecturer on state and local tax policy at Southern Methodist University Dedman School of Law and is a co-chair for the IPT Advanced Income Tax School. She is also a contributing author and member of the editorial board for The Journal of Multistate Taxation and Incentives. Karen received a B.S., cum laude, in Finance and Public Policy from Syracuse University and a J.D. from Emory University School of Law. She is a member of the State Bar of Texas, the State Bar of Georgia and the Dallas Bar Association.
Nick graduated from the Walton School of Business at the University of Arkansas in May of 2012. During his time at the U of A, Nick worked as an intern for Regions Insurance Upon graduation, Nick went to work for Regions full time. Nick spent the next 7 years with Regions before joining Cross Pointe in October of 2019. Nick holds his Life & Health License, but specializes in Property & Casualty Insurance. He takes pride in promoting a Total Risk Management Program Approach and helping his clients drive down their Total Cost of Risk.
Garet Philbrook is a broker that specializes in management and professional liability at AmWINS, the largest specialty distributor of insurance products. Cyber liability and professional liability insurance are two areas of expertise for his practice. Previously, he helped start and grow a property and casualty practice group at an employee benefits retail agency that was later sold to a national brokerage firm. He also has worked for a large regional agency in both insurance marketing and account executive capacities, gaining vital experience in multiple industry groups and coverage lines in addition to professional liability. Garet has obtained both the Chartered Property and Casualty Underwriter and the Registered Professional Liability Underwriter professional designations. He is a graduate of the University of Central Arkansas, and earned a Master of Jurisprudence in Risk Management degree from Texas A&M University School of Law.
David Kopittke grew up in Florida but has now been living in Arkansas just under twelve years. After marrying his wife Lisa (in 2002), the birth of his first child Isabella and finishing his MBA at the University of Miami, he and his family moved to Little Rock to be closer to relatives. He and his family celebrated the birth of his first son, Noah in May of 2007 and the birth of his second son, Lane, in 2012.
David lives in Maumelle, Arkansas with his family and enjoys spending time with them and their two dogs (Chloe and Brady) as much as possible. His hobbies include basketball, soccer, and golf.
David Kopittke graduated from Penn state university in December of 1999. In January, 2000, he started a career in financial services with a small company in Lakeland, Florida. While holding the positions of both Compliance Officer and the Director of Operations, David managed to obtain his MBA from the University of Miami (FL).
David and his family moved to Little Rock, Arkansas in 2005 where he started a mortgage company and then later sold the business to a national bank in 2009. He continued to work with the bank through its sale in December of 2013.
He has earned the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (CHFC®) professional designations.
For more than 15 years, David's clients have relied on him to provide them with access to a wide variety of products and services to work toward financial security. He brings a wealth of diverse experience to his practice.
David Kopittke takes pride in knowing that he’s not only helped other financial representatives with their careers, but also provided a solid foundation to help their clients pursue secure financial futures.
Before beginning his career in financial services, Connor graduated from Harding University in May of 2018. Connor grew up in Decatur, Indiana and spent a large portion of his time investing directly in his community. He participated in many non-profit events and local fundraisers as a volunteer. As a strong-willed individual who intently puts the needs of others before his own, Connor takes pride in the self-awareness he can provide as he comes in contact with the people around him.
Connor is a life-long Indiana Hoosiers, Indiana Pacers, and Boston Red Sox fan. He loves to spend time outside playing golf or organizing a pickup game of soccer. Connor and his wife, Audra, moved to West Little Rock after getting married in June of 2018. They enjoy arranging trips with their friends and hitting the ski slopes of Colorado.
Connor believes in what he can offer and knows the importance of making a healthy financial decision. His excitement stems directly from the positive influence he can have on others as he leads them through tough financial decisions.
Ms. Teeter is a Shareholder and Director with Gill Ragon Owen, P.A. Ms. Teeter is a Bryant native, who joined the Arkansas Bar in 2007. She received her undergraduate degree from Hendrix College in Conway, Arkansas where she graduated cum laude, with Distinction, and her law degree from University of Arkansas at Little Rock School of Law. Ms. Teeter joined Gill Ragon Owen, P.A. first as a law clerk in 2006 and now serves as a Director and Shareholder. Her practice focuses on matters involving general employment law, as well as health regulatory compliance, privacy law and corporate law. Ms. Teeter’s hourly rate is $235.00.
Ms. Teeter is the Chair of the Health Law Group and a member of the Employment Practices Group and Privacy Law Group at Gill Ragon Owen, P.A. Ms. Teeter enjoys working with nonprofit and educational organizations in her free time. She served as Chair of the UAMS College of Health Professions Advisory Board and currently serves on the Board of Trustees for The Anthony School.
Ms. Teeter represents a variety of corporate entities in all aspects of employment law throughout Arkansas and beyond. She works daily with executives and human resources professionals on compliance and policy issues including Title VII of the Civil Rights Act of 1964, the Americans with Disabilities Act, the Family and Medical Leave Act, the Age Discrimination in Employment Act, and the Fair Labor Standards Act. Ms. Teeter has represented public and private employers in the EEOC charge process including mediation, on-site investigations, and conciliation and has defended many companies facing Department of Labor charges for both Family Medical Leave Act violations and Fair Labor Standards Act violations. She enjoys assisting employers with the drafting of employment contracts, employee handbooks, review of job descriptions and classifications and updating of applicable policies and procedures. Ms. Teeter spends a significant portion of her practice working with executives and human resources professionals on day-to-day compliance matters and troubleshooting human resources issues. However, when necessary, she utilizes her good working relationships with the state and federal regulators when assisting clients with audits and investigations. Ms. Teeter has represented employer clients before the Department of Workforce Services, the Appeals Tribunal, the Board of Review, the EEOC, the Arkansas Department of Labor, and the U.S. Department of Labor. Ms. Teeter has significant experience in negotiating and enforcing Employment Agreements, Severance Agreements and Covenants Not to Compete and has overseen the successful severance of executives in both national for profit companies and international and local nonprofit organizations.
Ms. Teeter takes an innovative and comprehensive approach to data security. She consults with clients to determine their data security deficiencies; prioritizing the process of correcting those deficiencies; initiates personalized preventative data security practices, responds effectively to data breach issues, and advises on drafting and adopting policies and practices to achieve and maintain strong operational data security. Ms. Teeter is experienced in helping companies protect themselves from internal threats such as employee theft or sabotage in addition to external threats such as exfiltration of proprietary secrets and intellectual property. From many different regulatory environments, including highly regulated sectors such as banking and healthcare to less-information-regulated businesses such as restaurants, manufacturing, and professional services, Ms. Teeter puts business managers and executives at ease regarding the security of their computer network and compliance with all laws and industry standards.
Ms. Teeter provides Gill Ragon Owen, P.A. clients electronic newsletters that provide updates on applicable state and federal employment laws affecting their businesses. Jenny regularly conducts employee and supervisor trainings for her clients on general and specialized employment matters. Some of these trainings include reviews of sexual harassment prevention, ADA and FMLA compliance, FLSA compliance, workplace violence prevention, safety compliance, and new supervisor training.
Janel is a member of Ernst & Young LLP’s National Tax practice and is based in Wichita, Kansas. Janel practices in the area of indirect tax services specializing in employment tax advisory and information reporting issues.
Janel has over 25 years’ experience in federal and multistate indirect taxes. Prior to joining EY in June 2015, Janel oversaw the employment tax advisory and information reporting group for one of the largest privately held companies in the United States with operations in over 40 US states. She provided these services for over 15 business groups within the consolidated group. Such services included consulting on proper reporting and taxation of employment issues, fringe benefits, executive compensation, global mobility/relocation matters, employment tax audits and appeal processes and voluntary disclosures with federal and state taxing authorities.
Prior to her employment tax work, Janel worked in both public accounting and industry for 20 years specializing in US multistate sales, use and excise taxes. She has experience within the following industries: Retail, hotel/lodging, manufacturing, personal services, consumer goods, construction, home building, oil and gas refining, convenience stores and electric manufacturing and distribution.
In her spare time, Janel likes to travel, read, and shop and is involved in the arts community. She previously served on the Ulrich Art Museum Alliance Board for six (6) years, with two (2) years as President and Ulrich Board of Trustee Member and recently served on the Cultural Funding Committee, a committee of the Wichita Arts Council, by appointment of Mayor Jeff Longwell and as a Board of Trustee for Mark Arts – Mary R Koch Arts Center.