VIRTUAL ONLY: 60th Annual Arkansas Federal Tax Institute

Agenda

    Thursday, November 4, 2021

  • 8:00AM - 9:00AM / General Sessions
    SBA

    Credits

    1 Tax

    Speakers

    Edward Haddock,
    Small Business Administration

  • 9:00AM - 10:00AM / General Sessions
    Arkansas Tax Legislation Update

    Credits

    1 Tax

    Speakers

    Rodney Baker,
    Lobbyist, Capitol Concepts LLC

    Matthew Boch,
    Dover Dixon Horne PLLC

  • 10:15AM - 11:15AM / General Sessions
    Act 362 of 2021 - The Elective Pass-Through Entity Tax Act

    Richard and I will be discussing the Elective Pass-Through Entity Tax Act (Act 362 of 2021). The Arkansas General Assembly enacted Act 362 during the 2021 legislative session. Act 362 creates a voluntary tax that pass-through entities would pay if owners of at least 50% of the voting rights of a pass-through entity elect to do so. The tax would be a flat rate of 5.9% for tax years beginning on or after January 1, 2022. Income of a member that is subject to the pass-through entity tax would be excluded from Arkansas income tax.

    Credits

    1 Tax

    Speakers

    Richard Bell,
    Managing Partner, Bell & Company PA

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

  • 11:15AM - 12:15PM / General Sessions
    ASBPA Ethics: 2021 Board Update

    Credits

    1 Ethics (ASBPA)

    Speakers

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

  • 1:00PM - 2:00PM / Concurrent Sessions – Choose one
    ERC & COVID Credits

    Credits

    1 Tax

    Speakers

    Robert Smith,
    Tax Attorney, Friday Eldredge & Clark

    Opportunity Zones

    Credits

    1 Tax

    Speakers

    Michelle Perez,
    Winrock International

    Adam Reid,
    Gill Ragon Owen Attorneys

    Topic TBA

    Credits

    1 Tax

  • 2:05PM - 3:05PM / Concurrent Sessions – Choose one
    CPA Evolution

    Credits

    1 Other

    Speakers

    Joseph Maslott,
    AICPA CIMA

    HR Update for the Tax Professional & Working From Home

    This presentation will discuss Furlough and Layoff Issues, Families First Coronavirus Response Act, Paycheck Protection Program, Unemployment, Tax Issues with Remote Work, ADA Implications, State Law Implications, Policies and Staff Training.

    Credits

    1 Tax

    Speakers

    Jenny Teeter,
    Gill Ragon Owen Attorneys

    Unrelated Business Income Tax for Exempt Organizations (Form 990-T)

    Discussion of types of income considered unrelated business income for a tax exempt organization and the reporting and calculation of tax on form 990-T.  This will include a discussion about recent changes in tax law and resulting changes to form 990-T.

    Credits

    1 Tax

    Speakers

    Michelle Mann,
    Senior Tax Manager, HoganTaylor LLP

  • 3:20PM - 4:20PM / Concurrent Sessions – Choose one
    Data Analytics

    Credits

    1 Other

    Speakers

    Katie Terrell,
    University of Arkansas

    Retirement Options - 401(k), SEP, etc

    Credits

    1 Tax

    Speakers

    Noah Styles,
    Tax Senior, Frost PLLC

    Joseph Wheeler,
    Tax Manager, Thomas Speight & Noble CPAs

    Treasury Greenbook Tax Proposals

    Credits

    1 Tax

    Speakers

    Michael Watts,
    Retired

  • Friday, November 5, 2021

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

    Credits

    1 Tax

    Speakers

    Storme Sixeas,
    Deloitte Tax LLP

  • 9:00AM - 10:00AM / General Sessions
    Tax Practice Ethics

    <o:p>

    Tax Practice Ethics is a review of key ethical and practice principles applicable to tax practice.  The presentation will cover the following and a few other topics: </o:p>Discreditable Acts in Tax Practice, Conflicts of Interest in Tax Practice, Confidentiality in Tax Practice, Duty to Provide Information to IRS, When Tax Professionals Must Verify Client Information, Use of Reasonable Estimates for Return Preparation, Tax Position Standards, Rules re Errors in Previous Tax Returns, Federally Authorized Tax Practitioner Privilege, Civil Penalties and Criminal Sanctions in Tax Practice.<o:p></o:p>

    Credits

    1 Ethics

    Speakers

  • 10:15AM - 11:15AM / General Sessions
    Estate Planning / Uniform Fiduciary Income & Principal Act

    Credits

    1 Tax

    Speakers

    Anthony Hilliard,
    Attorney, Ramsay Bridgforth Robinson & Raley LLP

  • 11:15AM - 12:00PM / General Sessions
    Multi State Tax Update

    Credits

    1 Tax

    Speakers

  • 12:45PM - 1:30PM / General Sessions
    Choice of Entity / Uniform Limited Liability Company Act

    Credits

    1 Tax

    Speakers

    Nicole Gore,
    Rose Law Firm PA

    Michael Goswami,
    Rose Law Firm PA

  • 1:30PM - 2:30PM / General Sessions
    Cyber Security

    Credits

    1 Tax

    Speakers

  • 2:45PM - 3:45PM / General Sessions
    Federal Tax Update

    Credits

    1 Tax

    Speakers

    David Herzig,
    EY LLP

    David Vaden,
    Partner, EY LLP

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Agenda

    Thursday, November 4, 2021

  • 8:00AM - 9:00AM / General Sessions
    SBA

    Credits

    1 Tax

    Speakers

    Edward Haddock,
    Small Business Administration

  • 9:00AM - 10:00AM / General Sessions
    Arkansas Tax Legislation Update

    Credits

    1 Tax

    Speakers

    Rodney Baker,
    Lobbyist, Capitol Concepts LLC

    Matthew Boch,
    Dover Dixon Horne PLLC

  • 10:15AM - 11:15AM / General Sessions
    Act 362 of 2021 - The Elective Pass-Through Entity Tax Act

    Richard and I will be discussing the Elective Pass-Through Entity Tax Act (Act 362 of 2021). The Arkansas General Assembly enacted Act 362 during the 2021 legislative session. Act 362 creates a voluntary tax that pass-through entities would pay if owners of at least 50% of the voting rights of a pass-through entity elect to do so. The tax would be a flat rate of 5.9% for tax years beginning on or after January 1, 2022. Income of a member that is subject to the pass-through entity tax would be excluded from Arkansas income tax.

    Credits

    1 Tax

    Speakers

    Richard Bell,
    Managing Partner, Bell & Company PA

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

  • 11:15AM - 12:15PM / General Sessions
    ASBPA Ethics: 2021 Board Update

    Credits

    1 Ethics (ASBPA)

    Speakers

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

  • 1:00PM - 2:00PM / Concurrent Sessions – Choose one
    ERC & COVID Credits

    Credits

    1 Tax

    Speakers

    Robert Smith,
    Tax Attorney, Friday Eldredge & Clark

    Opportunity Zones

    Credits

    1 Tax

    Speakers

    Michelle Perez,
    Winrock International

    Adam Reid,
    Gill Ragon Owen Attorneys

    Topic TBA

    Credits

    1 Tax

  • 2:05PM - 3:05PM / Concurrent Sessions – Choose one
    CPA Evolution

    Credits

    1 Other

    Speakers

    Joseph Maslott,
    AICPA CIMA

    HR Update for the Tax Professional & Working From Home

    This presentation will discuss Furlough and Layoff Issues, Families First Coronavirus Response Act, Paycheck Protection Program, Unemployment, Tax Issues with Remote Work, ADA Implications, State Law Implications, Policies and Staff Training.

    Credits

    1 Tax

    Speakers

    Jenny Teeter,
    Gill Ragon Owen Attorneys

    Unrelated Business Income Tax for Exempt Organizations (Form 990-T)

    Discussion of types of income considered unrelated business income for a tax exempt organization and the reporting and calculation of tax on form 990-T.  This will include a discussion about recent changes in tax law and resulting changes to form 990-T.

    Credits

    1 Tax

    Speakers

    Michelle Mann,
    Senior Tax Manager, HoganTaylor LLP

  • 3:20PM - 4:20PM / Concurrent Sessions – Choose one
    Data Analytics

    Credits

    1 Other

    Speakers

    Katie Terrell,
    University of Arkansas

    Retirement Options - 401(k), SEP, etc

    Credits

    1 Tax

    Speakers

    Noah Styles,
    Tax Senior, Frost PLLC

    Joseph Wheeler,
    Tax Manager, Thomas Speight & Noble CPAs

    Treasury Greenbook Tax Proposals

    Credits

    1 Tax

    Speakers

    Michael Watts,
    Retired

  • Friday, November 5, 2021

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

    Credits

    1 Tax

    Speakers

    Storme Sixeas,
    Deloitte Tax LLP

  • 9:00AM - 10:00AM / General Sessions
    Tax Practice Ethics

    <o:p>

    Tax Practice Ethics is a review of key ethical and practice principles applicable to tax practice.  The presentation will cover the following and a few other topics: </o:p>Discreditable Acts in Tax Practice, Conflicts of Interest in Tax Practice, Confidentiality in Tax Practice, Duty to Provide Information to IRS, When Tax Professionals Must Verify Client Information, Use of Reasonable Estimates for Return Preparation, Tax Position Standards, Rules re Errors in Previous Tax Returns, Federally Authorized Tax Practitioner Privilege, Civil Penalties and Criminal Sanctions in Tax Practice.<o:p></o:p>

    Credits

    1 Ethics

    Speakers

  • 10:15AM - 11:15AM / General Sessions
    Estate Planning / Uniform Fiduciary Income & Principal Act

    Credits

    1 Tax

    Speakers

    Anthony Hilliard,
    Attorney, Ramsay Bridgforth Robinson & Raley LLP

  • 11:15AM - 12:00PM / General Sessions
    Multi State Tax Update

    Credits

    1 Tax

    Speakers

  • 12:45PM - 1:30PM / General Sessions
    Choice of Entity / Uniform Limited Liability Company Act

    Credits

    1 Tax

    Speakers

    Nicole Gore,
    Rose Law Firm PA

    Michael Goswami,
    Rose Law Firm PA

  • 1:30PM - 2:30PM / General Sessions
    Cyber Security

    Credits

    1 Tax

    Speakers

  • 2:45PM - 3:45PM / General Sessions
    Federal Tax Update

    Credits

    1 Tax

    Speakers

    David Herzig,
    EY LLP

    David Vaden,
    Partner, EY LLP


Review and choose your sessions and options above.


Speakers

Edward Haddock

Edward Haddock is the District Director for the Arkansas District Office of the U.S. Small Business Administration. As District Director, he is responsible for the delivery of all SBA programs and services as well as coordination between the SBA, the district’s Small Business Development Centers, SCORE chapters, and the Women’s Business Center throughout the state. Programs and services delivered by the SBA include the loan guaranty program, which is delivered through more than 50 eligible lenders, assistance in government contracting, export development and entrepreneurship training. He brings with him a diverse business background in both non- and for-profit businesses with a concentration in finance. Edward started his SBA career in 2011 as an Economic Development Specialist in SBA’s Newark, New Jersey Office where he led the delivery of Veteran Business Development programs throughout New Jersey. While there he created the export outreach team and instituted a multifaceted program called Grow NJ Strong, a targeted recovery effort for small businesses impact during Hurricane Sandy. Edward has led projects in roles as the Women’s Business Center grant technical representative and International Trade Representative. In 2013, he was promoted to serve as the Senior Area Manager in Fayetteville Arkansas where his efforts led SBA development with partners across the northwest Arkansas community and was appoint to serve as a regional representative to the White House Initiative Asian and Pacific Islanders. In May of 2015, Edward was appointed as the SBA’s Arkansas deputy district director. In that position he directed the agency’s operations of its programs and services through the state where he oversaw program development and rollout of programs like Boots to Business and SBA Emerging Leaders. Prior to the SBA, Edward served on active duty with the U.S. Air Force. In his last assignment, Edward was instrumental in the development and implementation of several international aircraft maintenance training programs. Edward’s 12 years of active duty service included several deployments spanning the globe supporting both humanitarian and combat operations.
Mr. Haddock holds a MBA from Rutgers University and Bachelor of Science in Organizational Management from John Brown University. He is married and lives in the Little Rock area.

Rodney Baker

A native of Brookland (Craighead County), Baker holds a bachelor's degree from the University of Arkansas, where he also earned a master's degree in agricultural economics. He joined Arkansas Farm Bureau in 1977, working in the commodity division. He later worked as director of governmental affairs, where he provided oversight and strategy for all lobbying, policy development, agency monitoring and political education efforts.

In 2013, he was named executive vice president of Arkansas Farm Bureau. He retired from the organization in 2015. He is a member of the Arkansas Society of Association Executives, the Arkansas Society of Professional Lobbyists, a member of Blue Rock Sportsman’s Club and the Arkansas Alumni Chapter of Alpha Gamma Rho fraternity.

Baker founded Capitol Concepts, LLC, in 2016 to provide executive leadership, lobbying and management services to achieve clients' public policy and organizational goals. Since August of 2016, His clients include the Arkansas Society of CPAs, the Arkansas Independent Producers and Royalty Owners, Arkansas Society of Association Executives, and Arkansas Veterinary Medical Association.

Matthew Boch

Matthew C. Boch is a tax attorney who helps businesses manage their tax liabilities by resolving their Arkansas and multistate tax problems and by leveraging economic development incentives. His clients range from small businesses to Fortune 500 companies, and engagements range from audits to appellate litigation.

Within Arkansas, Matt is a leading tax advisor and advocate and has been recognized by Best Lawyers, Super Lawyers, and Chambers. In addition to his work for specific taxpayers, Matt helps all Arkansas taxpayers through his policy work as Tax Counsel for the State Chamber of Commerce. He is a former chair of the Arkansas Bar Association Section of Taxation and the Arkansas Tax Advisory Council. Matt also authors the Dover Dixon Horne Arkansas Tax and Incentives Update blog.

Nationally, Matt serves of the board of the National Association of State Bar Tax Sections (NASBTS) and the American Bar Association (ABA) Section of Taxation State and Local Taxes Executive Committee, and he is a member of the Council on State Taxation (COST), the Institution for Professionals in Taxation (IPT), and the Independent SALT Alliance (ISA).

Richard Bell

Richard L. Bell, JD, CPA, CVA, is the founder and CEO of Bell & Company, P.A., which is headquartered in North Little Rock, Arkansas. The firm was founded on Richard’s guiding principles of helping others achieve their financial goals. Founded in 1982, with his wife, Lee, the firm provides professional accounting and financial services delivered with competency, proficiency, timeliness, and reasonable fees. Currently, the firm has a staff of 40 professionals, with locations in North Little Rock and Conway. Richard’s areas of concentration are tax and financial consulting, as well as support litigation work.

Richard received his Juris Doctor from the University of Arkansas Little Rock Law School and his Bachelor of Science degree in Accounting from the University of Arkansas Little Rock in 1976. Richard currently serves as an adjunct professor at the University of Central Arkansas in Conway Arkansas, where he teaches Business Law for Entrepreneurs during the Fall Semester. .

Richard is also a member of numerous professional organizations including the Dean’s Advisory Council – University of Arkansas at Little Rock William H. Bowen School of Law , the American Institute of Certified Public Accountants, the Arkansas Society of CPAs, the Arkansas Bar Association, and the Pulaski Bar Association. Richard was recently appointed to serve as a member on the State Board of Public Accountancy.
Richard and his company are active in giving back to the community through firm donations and staff time commitments in serving the underserved and the homeless in the community. Bell & Company was recognized nationally as the AICPA Public Service Firm for the year 2011.
Bell and Company sponsors an AMBCS mountain bike team. The team consisting of 100+ members and is recognized in the state for its bike trail maintenance and advocacy volunteer work. Richard is recognized as the “slowest” over age-60 competitors in state competition; however, that does not stop him from competing in races and enjoying a more leisure bike rides with his friends Virgil and Jack. Richard attributes his success to his childhood encouragement and support of his parents; his wife, Lee (who has been his wife and partner for the past 40 years); the Bell firm team members; and highly-respected mentors.
Richard and Lee have two adult children, Clayton and Jennifer, who are already making their footprint for the betterment of society. Jennifer is an attorney and CPA who is one of the firm shareholders and manages the Conway office location. Jennifer serves on the Governor’s Transformation Advisory Board, the Community Foundation for Faulkner County, and other local community organizations. Clayton is a M.D. who is on the medical staff at the University of Tennessee, with practice emphasis on integrative medicine. Clayton is also nationally recognized for his volunteer work in Haiti and other majority world countries, through Humanity First and Where the Stars Still Shine.

Paul Gehring

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.

Brian Aumuller

No Biography Available

Rick Lazio

No Biography Available

Robert Smith

Robert Smith is a partner in the firm’s Mergers and Acquisitions Practice Group. His diverse corporate practice focuses on representing individuals, companies, and financial institutions in general business, transactional, securities and regulatory matters. He has handled transactions in a variety of industries including the banking, healthcare, real estate and technology industries. In the banking area, Robert advises clients on merger and acquisition transactions, lending, regulatory compliance and capital raising activities. He assists companies in corporate finance matters, the offering of debt and equity securities, and counseling directors and executive officers regarding fiduciary duties and corporate governance issues. Robert also regularly represents professionals and professional firms in the formation, expansion, merger, and division of professional practices.

Michelle Perez

Michelle Perez is a Program Officer in Winrock’s U.S. Programs. Michelle is responsible for managing a portfolio of community and economic development projects and providing technical assistance to municipal leaders in Arkansas to help them improve their rural communities. Prior to Winrock, Michelle worked in international development and with intergovernmental organizations, including Vital Voices Global Partnership, Fundación Paraguaya, and the Organization of American States. Michelle holds a Master in Public Service (M.P.S.) from the University of Arkansas Clinton School of Public Service and a B.A. in Political Sciences and Business Administration - Finance (Summa Cum Laude) from Ouachita Baptist University. She completed the Community Development Institute in 2019 and speaks Spanish, English, and Italian.

Adam Reid

No Biography Available

Joseph Maslott

No Biography Available

Jenny Teeter

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.

Michelle Mann

Michelle C. Mann, CPA, is a Tax Senior Manager with HoganTaylor in Little Rock and has over 40 years of experience in all areas of taxation. She is a specialist for the firm in nonprofit organization taxation and state taxation. As a leading expert in the field, Michelle frequently writes articles and delivers presentations on nonprofit taxation issues. She was previously director of state and local taxation for Alltel, a communication company acquired by Verizon Wireless in 2009, and held various tax positions in the Alltel organization for over 25 years. She began her career with Price Waterhouse. Michelle completed a Master of Science in Taxation with a Graduate Certificate in Accounting from the University of Arkansas at Little Rock (and was named Outstanding Graduate from the UALR College of Business) and has a BBA in Accounting from Texas Christian University. She is a member of the American Institute of Certified Public Accountants and the Arkansas Society of Certified Public Accountants and an associate member of the Arkansas Society of Association Executives.

Katie Terrell

Katie L. Terrell is an instructor in the Sam M. Walton College of Business at the University of Arkansas. In addition to teaching at the University of Arkansas, Terrell has taught students around the world, including at Soochow University in China, University College Dublin in Ireland, and Duoc UC, a branch of the Catholic University of Chile. Katie been recognized for her innovative teaching by receiving the Mark Chain/FSA Teaching Award for innovative graduate-level accounting teaching practices in 2016. Prior to starting her career in academia, she worked with Tyson Foods, where she held various information system roles, focusing on business analysis, project management for ERP implementations and upgrades, and organizational change management. She is a co-author of the college-level textbook Data Analytics for Accounting as well as a new college-level textbook titled Introduction to Data Analytics for Accounting, both published by McGraw Hill. Terrell is passionate about covering data analytics across the accounting curriculum.

Noah Styles

Noah Styles has lived most of his life in either Saline or Pulaski County Arkansas except for a stint in Massachusetts. He graduated from Harding University with a Bachelor’s degree in Accounting, and a Master’s degree in Business Administration in 2017 and 2018 respectively. Soon after graduation, he started working for Frost, PLLC in its Little Rock office. He became a licensed CPA in the Great State of Arkansas in 2019. In the Tax Department at Frost, he enjoys working with high net wealth clients on tax planning, as well as DFA and IRS correspondence. Outside of work, he thoroughly enjoys the outdoors, and helping people with their personal finances. He is an active member of his local Church, and enjoys volunteering. Alzheimer’s associations are close to his heart. He is a certified storm spotter and enjoys working on committees with the Arkansas Society of CPAs. He is an avid reader, with an emphasis in personal finance, economics, and networking. He firmly believes that almost everyone is just one or two connections away from a friend.

Joseph Wheeler

No Biography Available

Michael Watts

No Biography Available

Storme Sixeas

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.

Beth Stetson

Beth Stetson teaches Accounting Ethics, Entity Taxation, and Tax Research & Practice at the University of Oklahoma. Beth obtained a BBA (Accounting) and JD from the University of Oklahoma. During law school, she served as a Legal Intern for Justice Marian P. Opala of the Supreme Court of Oklahoma. She then moved to Southern California, where she worked for Deloitte & Touche, the Internal Revenue Service, and PricewaterhouseCoopers. In 2000 she returned to Oklahoma and academia, earning a PhD from the University of Oklahoma and teaching at Oklahoma City University and Cameron University before returning to teach at the University of Oklahoma in 2016. She served in the U.S. Army Reserve Judge Advocate General Corps for twelve years. She is a member of the State Bars of California (inactive) and Oklahoma and has a CPA license from Oklahoma.

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)

Nicole Brown

No Biography Available

Dan Thompson

No Biography Available

Nicole Gore

No Biography Available

Michael Goswami

Michael focuses his practice on producing creative and effective solutions for his business-oriented clients. His experience includes counseling on a wide range of matters.

Since the passage of the Arkansas Medical Marijuana Amendment of 2016, he has become one of the state’s top attorneys to advise participants in the state’s medical marijuana industry.

Prior to law school, Michael interned with the San Francisco District Attorney’s Office in the Gang Task Force Unit. During law school, he worked with various prominent firms in Arkansas as a law clerk. He served as a judicial extern for the Honorable Ben T. Barry in the U.S. Bankruptcy Court for the Western District of Arkansas and as a legislative extern for Congressman Steve Womack (AR-3). He was also a mentor to younger students and served on the Editorial Board of the Arkansas Law Review.

After law school, Michael continued his education by becoming a Master in Business Administration. While at the Sam M. Walton Graduate School of Business, Michael was appointed as a member of the MBA Curriculum Redesign Committee.

Michael has shown a clear dedication to ethics, serving as an elected representative to the Student Conduct Council at the University of Arkansas School of Law, an appointed member of the Arkansas Law Review Disciplinary Committee, and as an appointed member of the University of Arkansas All-University Academic Integrity Board.

Mike Shepard

No Biography Available

David Herzig

• 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 Vaden

No Biography Available