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As co-leader of McGuireWoods Private Wealth Services practice group, Bill Sanderson represents both high-net-worth individuals and families on a variety of sensitive and complex estate and business planning matters. His practice focuses on the areas of estate planning and estate and trust administration. He is a member of the firm’s fiduciary advisory services practice.
A frequent speaker, Bill has also taught Federal Taxation Practice and Procedure at Virginia Commonwealth University School of Business.
Prior to completing his law degree at the University of Virginia School of Law, Bill completed coursework at the University of South Carolina School of Law. While attending the University of Virginia, Bill was a member of the Raven Society and the Jefferson Literary and Debating Society.
Bill is a Fellow in the American College of Trust and Estate Counsel. Since March 2022, he has served as chair of its Washington Affairs Committee.
For at least the last two decades, the federal wealth transfer tax has been in a state of continued—sometimes gradual, sometimes fast-paced—evolution. This program will review the landscape of federal legislation dealing with the estate and gift tax, and it will address trends in recent cases, regulatory guidance, and administrative updates that have an impact on estate planning and estate administration.
As co-leader of McGuireWoods Private Wealth Services practice group, Bill Sanderson represents both high-net-worth individuals and families on a variety of sensitive and complex estate and business planning matters. His practice focuses on the areas of estate planning and estate and trust administration. He is a member of the firm’s fiduciary advisory services practice.
A frequent speaker, Bill has also taught Federal Taxation Practice and Procedure at Virginia Commonwealth University School of Business.
Prior to completing his law degree at the University of Virginia School of Law, Bill completed coursework at the University of South Carolina School of Law. While attending the University of Virginia, Bill was a member of the Raven Society and the Jefferson Literary and Debating Society.
Bill is a Fellow in the American College of Trust and Estate Counsel. Since March 2022, he has served as chair of its Washington Affairs Committee.
For at least the last two decades, the federal wealth transfer tax has been in a state of continued—sometimes gradual, sometimes fast-paced—evolution. This program will review the landscape of federal legislation dealing with the estate and gift tax, and it will address trends in recent cases, regulatory guidance, and administrative updates that have an impact on estate planning and estate administration.
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Karen joined the Culverhouse School of Accountancy faculty at the University of Alabama in August 2019 and teaches undergraduate and graduate level tax courses. Karen’s areas of specialization include state and local taxation and the taxation of individuals, corporations, and consolidated groups. Prior to joining the Culverhouse School of Accountancy faculty, Karen worked for an international public accounting firm for twenty-two years, serving as a tax partner based in the firm’s Birmingham office. During her career in public accounting, Karen served clients throughout the Southeast region and specialized in tax provision, consulting, and compliance services for the financial services industry.
Karen received a Bachelor of Science in Accounting from the University of Alabama and a Master of Science in Accounting, with a tax concentration, from the University of Virginia.
Karen currently serves as a member of State Taxation and Legislation Committee for the Alabama Society of Certified Public Accountants. She is a frequent speaker at continuing education events and seminars sponsored by the society, and she has published several articles on taxation topics for the society’s quarterly publication for its members. Karen also serves on the Undergraduate Council for the University of Alabama, and she is a member of the Capital Campaign Committee and the Board of Visitors for the Culverhouse College of Business.
This session will provide an overview of the key individual and business income tax provisions enacted through federal tax legislation during 2025. Significant updates from administrative guidance issued by the IRS and the Treasury Department throughout the year will also be discussed. The outlook for legislation in 2026, including the potential impact of the upcoming midterm Congressional elections, will also be covered.
Karen joined the Culverhouse School of Accountancy faculty at the University of Alabama in August 2019 and teaches undergraduate and graduate level tax courses. Karen’s areas of specialization include state and local taxation and the taxation of individuals, corporations, and consolidated groups. Prior to joining the Culverhouse School of Accountancy faculty, Karen worked for an international public accounting firm for twenty-two years, serving as a tax partner based in the firm’s Birmingham office. During her career in public accounting, Karen served clients throughout the Southeast region and specialized in tax provision, consulting, and compliance services for the financial services industry.
Karen received a Bachelor of Science in Accounting from the University of Alabama and a Master of Science in Accounting, with a tax concentration, from the University of Virginia.
Karen currently serves as a member of State Taxation and Legislation Committee for the Alabama Society of Certified Public Accountants. She is a frequent speaker at continuing education events and seminars sponsored by the society, and she has published several articles on taxation topics for the society’s quarterly publication for its members. Karen also serves on the Undergraduate Council for the University of Alabama, and she is a member of the Capital Campaign Committee and the Board of Visitors for the Culverhouse College of Business.
This session will provide an overview of the key individual and business income tax provisions enacted through federal tax legislation during 2025. Significant updates from administrative guidance issued by the IRS and the Treasury Department throughout the year will also be discussed. The outlook for legislation in 2026, including the potential impact of the upcoming midterm Congressional elections, will also be covered.
This panel will discuss a number of developments during the prior year impacting the taxation of partnerships and real estate. The developments will include provisions in the One, Big, Beautiful Bill, including modifications to section 199A, section 163(j), and various expensing provisions. Recent case law relating to self-employment tax and limited partners, along with other significant items, also will be discussed.
This panel will discuss a number of developments during the prior year impacting the taxation of partnerships and real estate. The developments will include provisions in the One, Big, Beautiful Bill, including modifications to section 199A, section 163(j), and various expensing provisions. Recent case law relating to self-employment tax and limited partners, along with other significant items, also will be discussed.
Bruce Ely is a partner in the Birmingham, Alabama office of the multistate law firm of Bradley Arant Boult Cummings LLP and founder of its SALT Practice Group. He represents taxpayers before various state and local government taxing authorities as well as the tax tribunals and circuit and appellate courts of Alabama and Mississippi, and before the Internal Revenue Service and U.S. Tax Court.
Mr. Ely is Past Co-Chair of the New York University (NYU) Institute on State and Local Taxation, a long-time Fellow of the American College of Tax Counsel, and has been listed in “Best Lawyers in America” and “Super Lawyers” for a number of years. Until recently, he also served as Co-Chair of the ABA Tax Section SALT Committee’s “Task Force on the State Implications of the New Federal Partnership Audit Rules” and co-authored a model conformity/RAR statute now being advocated to the states. He is also co-editor of the Bloomberg Tax “Pass-Through Entities Navigator” and serves as Alabama correspondent for both Tax Notes-State and Daily Tax Report. He is a longtime member of the State Tax Advisory Board for Bloomberg Tax and received Bloomberg’s “State Tax Author of the Year” Award in 2017 and its Franklin C. Latcham Distinguished Service Award in 2021.
Cameran Clark, Director, Tax Policy and Governmental Affairs
Cameran Clark began her career with ALDOR in 2006 in the Sales and Use Tax Division. She transitioned to Tax Policy and Governmental Affairs in 2015, where she gained a comprehensive knowledge of tax administration through her experience in drafting and analyzing tax legislation and providing fiscal analysis. Now serving as director of Tax Policy and Governmental Affairs she is responsible for the department’s administrative rule process, tax policy direction for the department’s taxing divisions, and represents the department in legislative and governmental affairs.
Mrs. Clark has earned the Certified Public Manager designation. She is also appointed as the Department Secretary.
Four panelists will survey the major Alabama tax legislative, judicial and administrative developments in the past 12 months and the likely impact of OBBBA’s key tax provisions on Alabama businesses.
Bruce Ely is a partner in the Birmingham, Alabama office of the multistate law firm of Bradley Arant Boult Cummings LLP and founder of its SALT Practice Group. He represents taxpayers before various state and local government taxing authorities as well as the tax tribunals and circuit and appellate courts of Alabama and Mississippi, and before the Internal Revenue Service and U.S. Tax Court.
Mr. Ely is Past Co-Chair of the New York University (NYU) Institute on State and Local Taxation, a long-time Fellow of the American College of Tax Counsel, and has been listed in “Best Lawyers in America” and “Super Lawyers” for a number of years. Until recently, he also served as Co-Chair of the ABA Tax Section SALT Committee’s “Task Force on the State Implications of the New Federal Partnership Audit Rules” and co-authored a model conformity/RAR statute now being advocated to the states. He is also co-editor of the Bloomberg Tax “Pass-Through Entities Navigator” and serves as Alabama correspondent for both Tax Notes-State and Daily Tax Report. He is a longtime member of the State Tax Advisory Board for Bloomberg Tax and received Bloomberg’s “State Tax Author of the Year” Award in 2017 and its Franklin C. Latcham Distinguished Service Award in 2021.
Cameran Clark, Director, Tax Policy and Governmental Affairs
Cameran Clark began her career with ALDOR in 2006 in the Sales and Use Tax Division. She transitioned to Tax Policy and Governmental Affairs in 2015, where she gained a comprehensive knowledge of tax administration through her experience in drafting and analyzing tax legislation and providing fiscal analysis. Now serving as director of Tax Policy and Governmental Affairs she is responsible for the department’s administrative rule process, tax policy direction for the department’s taxing divisions, and represents the department in legislative and governmental affairs.
Mrs. Clark has earned the Certified Public Manager designation. She is also appointed as the Department Secretary.
Four panelists will survey the major Alabama tax legislative, judicial and administrative developments in the past 12 months and the likely impact of OBBBA’s key tax provisions on Alabama businesses.
Jay G. Maples is a shareholder in Dentons' Birmingham office, where he is a member of the Corporate practice and co-leads the Dentons US Region Aviation and Aerospace team. With his extensive corporate and tax experience, he regularly handles a wide range of complex transactions and issues spanning various industries, including aviation, manufacturing, insurance, banking and financial services, and real estate. Jay's exceptional knowledge and experience in the aviation industry enables him to provide clients with comprehensive advice on all aspects of aircraft ownership and operation, such as acquisition and disposition of all types and sizes of aircraft, tax planning, insurance analysis and claims, lending and securitization of aircraft, and the preparation and negotiation of ancillary agreements, such as pilot service agreements, hangar lease agreements, charter agreements, and maintenance agreements.
Jay's prior background as a CPA and 20-plus years of experience as a regulatory tax lawyer, a corporate deal lawyer, and general corporate counsel gives him a unique skill set that not only allows him to understand and navigate the complex FAA regulatory world governing aircraft transactions but also to be able to understand and advise clients on the related and ancillary issues and the broader corporate picture that drives aircraft transactions. Jay frequently speaks and writes on these areas as well as other corporate and tax topics.
Furthermore, Jay is a member of the Firm's Pensions, Benefits and Executive Compensation practice group. He has extensive experience in the employee benefits and executive compensation space, including proceedings before governmental agencies (IRS and DOL) concerning benefits and compensation matters.
Reed King is a Member in the Warren Averett's Tax Division. He has more than 17 years of public accounting experience, primarily serving clients in the real estate, retail and aviation industries. Reed’s practice focuses on pass-through entity taxation, entity structuring, federal and state tax planning and compliance and high-net-worth income taxation. Reed’s responsibilities include managing the tax division, serving as the firm’s Real Estate Coordinator and leading the firm’s Tax Best Practice Group.
Join Jay Maples and Reed King for an in-depth exploration of aircraft tax strategies tailored to high-net-worth clients. Learn to navigate ownership structures, IRS depreciation rules, sales and use tax exemptions, and more to optimize tax outcomes. Discover practical solutions to common pitfalls, drawing on real-world cases from their respective practices. Ideal for CPAs advising clients with private aircraft or aviation businesses, this session offers actionable insights to elevate your tax planning.
Jay G. Maples is a shareholder in Dentons' Birmingham office, where he is a member of the Corporate practice and co-leads the Dentons US Region Aviation and Aerospace team. With his extensive corporate and tax experience, he regularly handles a wide range of complex transactions and issues spanning various industries, including aviation, manufacturing, insurance, banking and financial services, and real estate. Jay's exceptional knowledge and experience in the aviation industry enables him to provide clients with comprehensive advice on all aspects of aircraft ownership and operation, such as acquisition and disposition of all types and sizes of aircraft, tax planning, insurance analysis and claims, lending and securitization of aircraft, and the preparation and negotiation of ancillary agreements, such as pilot service agreements, hangar lease agreements, charter agreements, and maintenance agreements.
Jay's prior background as a CPA and 20-plus years of experience as a regulatory tax lawyer, a corporate deal lawyer, and general corporate counsel gives him a unique skill set that not only allows him to understand and navigate the complex FAA regulatory world governing aircraft transactions but also to be able to understand and advise clients on the related and ancillary issues and the broader corporate picture that drives aircraft transactions. Jay frequently speaks and writes on these areas as well as other corporate and tax topics.
Furthermore, Jay is a member of the Firm's Pensions, Benefits and Executive Compensation practice group. He has extensive experience in the employee benefits and executive compensation space, including proceedings before governmental agencies (IRS and DOL) concerning benefits and compensation matters.
Reed King is a Member in the Warren Averett's Tax Division. He has more than 17 years of public accounting experience, primarily serving clients in the real estate, retail and aviation industries. Reed’s practice focuses on pass-through entity taxation, entity structuring, federal and state tax planning and compliance and high-net-worth income taxation. Reed’s responsibilities include managing the tax division, serving as the firm’s Real Estate Coordinator and leading the firm’s Tax Best Practice Group.
Join Jay Maples and Reed King for an in-depth exploration of aircraft tax strategies tailored to high-net-worth clients. Learn to navigate ownership structures, IRS depreciation rules, sales and use tax exemptions, and more to optimize tax outcomes. Discover practical solutions to common pitfalls, drawing on real-world cases from their respective practices. Ideal for CPAs advising clients with private aircraft or aviation businesses, this session offers actionable insights to elevate your tax planning.
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Anoop Mishra is vice president and regional executive at the Birmingham Branch of the Federal Reserve Bank of Atlanta. He is responsible for the Atlanta Fed's Regional Economic Information Network (REIN) for the state of Alabama, where he collects and synthesizes economic intelligence from business and community leaders throughout the state to support monetary policy making. Anoop oversees the Birmingham Branch's board of directors and the District's Agriculture Advisory Council, and leads the Atlanta Fed's community and economic development outreach efforts in Alabama.
Before joining the Bank, Anoop owned a business consulting firm and before that, he was the chief executive officer of WorkforceQA, a national employment screening and compliance provider. He served as the chief operating officer for EDPM for 12 years prior to its acquisition by WorkforceQA. While there, he served on the Atlanta Fed's Human Capital Advisory Council from 2014 to 2017. Anoop also worked for Accenture in Atlanta in its strategy/financial services practice.
Anoop received a BA in political science from Birmingham—Southern College and an MBA from the University of Pennsylvania's Wharton School. He serves on the national board of the National Speech and Debate Association. He is active in the Birmingham community, serving on the boards of the Alabama Economics Club, American Cancer Society, and Opportunity Alabama.
Will provide a snapshot of key economic indicators, from labor markets and inflation to interest rates, and offer a view of where the economy may be going in 2026.
Anoop Mishra is vice president and regional executive at the Birmingham Branch of the Federal Reserve Bank of Atlanta. He is responsible for the Atlanta Fed's Regional Economic Information Network (REIN) for the state of Alabama, where he collects and synthesizes economic intelligence from business and community leaders throughout the state to support monetary policy making. Anoop oversees the Birmingham Branch's board of directors and the District's Agriculture Advisory Council, and leads the Atlanta Fed's community and economic development outreach efforts in Alabama.
Before joining the Bank, Anoop owned a business consulting firm and before that, he was the chief executive officer of WorkforceQA, a national employment screening and compliance provider. He served as the chief operating officer for EDPM for 12 years prior to its acquisition by WorkforceQA. While there, he served on the Atlanta Fed's Human Capital Advisory Council from 2014 to 2017. Anoop also worked for Accenture in Atlanta in its strategy/financial services practice.
Anoop received a BA in political science from Birmingham—Southern College and an MBA from the University of Pennsylvania's Wharton School. He serves on the national board of the National Speech and Debate Association. He is active in the Birmingham community, serving on the boards of the Alabama Economics Club, American Cancer Society, and Opportunity Alabama.
Will provide a snapshot of key economic indicators, from labor markets and inflation to interest rates, and offer a view of where the economy may be going in 2026.
Jordan Goodman is co-leader of the Kilpatrick Townsend & Stockton's Tax Practice Group. He focuses his practice on resolving complex state and local tax controversies for Fortune 1000 corporations and wealthy families, nationwide. Jordan represents operationally complex companies in manufacturing, retail, financial services, e-commerce, broadcasting, and telecommunications. As an attorney and CPA with decades of experience, he has successfully resolved tax controversies in nearly every state and has counseled clients on the full range of tax issues and organizational structures affecting their businesses. Jordan also represents numerous clients in multistate unclaimed property litigation and advises on a wide range of compliance issues.
Clients seek Jordan’s help on a full range of tax issues including corporate income, sales and use, franchise, local licenses, gross receipts, business and occupation, single business, capital stock, and unclaimed property matters. He regularly advises on nexus, apportionment, business income, unitary business groups and residency, credits, losses, exemptions, and the tax base. He represents clients in all facets of unclaimed property issues—from audit notifications and audit defense to protecting sensitive information and resolving legal challenges. Further, Jordan regularly partners with businesses to establish compliance through the voluntary disclosure process and strategic planning.
Prior to joining the firm, Jordan was a partner in the Local Tax (SALT) Group at HMB Legal Counsel, a well-established, tax-focused law firm based in Chicago, Illinois.
A sought-after lecturer and author on multi state tax issues, controversies, and planning, Jordan is very active in the SALT community as a frequent staple to many major SALT institutions’ conferences and publications.
Jordan is listed in the 2022, 2023, 2024 and 2025 editions of Chambers USA: America’s Leading Lawyers for Business as a leading lawyer in Tax Controversy. He was recognized in The Best Lawyers in America® in 2023, 2024 and 2025. Jordan was recognized as an Illinois “Super Lawyer” for Tax Law by Super Lawyers magazine. He was named a “Leading Lawyer” in 2024 for Business Tax Law by Leading Lawyers magazine.
This session will look at the latest and greatest SALT cases around the country and delve into how they impact your clients. . This session will dig into cases involving income tax to sales tax and everything in between. We will cover everything from being subject to tax; to how much can a state tax; to the new types of taxes states are trying to impose. We will analyze why a litigant won, lost or tied and offer ways to successfully challenge state positions.
At the end of this session, the learner will be able to:
Jordan Goodman is co-leader of the Kilpatrick Townsend & Stockton's Tax Practice Group. He focuses his practice on resolving complex state and local tax controversies for Fortune 1000 corporations and wealthy families, nationwide. Jordan represents operationally complex companies in manufacturing, retail, financial services, e-commerce, broadcasting, and telecommunications. As an attorney and CPA with decades of experience, he has successfully resolved tax controversies in nearly every state and has counseled clients on the full range of tax issues and organizational structures affecting their businesses. Jordan also represents numerous clients in multistate unclaimed property litigation and advises on a wide range of compliance issues.
Clients seek Jordan’s help on a full range of tax issues including corporate income, sales and use, franchise, local licenses, gross receipts, business and occupation, single business, capital stock, and unclaimed property matters. He regularly advises on nexus, apportionment, business income, unitary business groups and residency, credits, losses, exemptions, and the tax base. He represents clients in all facets of unclaimed property issues—from audit notifications and audit defense to protecting sensitive information and resolving legal challenges. Further, Jordan regularly partners with businesses to establish compliance through the voluntary disclosure process and strategic planning.
Prior to joining the firm, Jordan was a partner in the Local Tax (SALT) Group at HMB Legal Counsel, a well-established, tax-focused law firm based in Chicago, Illinois.
A sought-after lecturer and author on multi state tax issues, controversies, and planning, Jordan is very active in the SALT community as a frequent staple to many major SALT institutions’ conferences and publications.
Jordan is listed in the 2022, 2023, 2024 and 2025 editions of Chambers USA: America’s Leading Lawyers for Business as a leading lawyer in Tax Controversy. He was recognized in The Best Lawyers in America® in 2023, 2024 and 2025. Jordan was recognized as an Illinois “Super Lawyer” for Tax Law by Super Lawyers magazine. He was named a “Leading Lawyer” in 2024 for Business Tax Law by Leading Lawyers magazine.
This session will look at the latest and greatest SALT cases around the country and delve into how they impact your clients. . This session will dig into cases involving income tax to sales tax and everything in between. We will cover everything from being subject to tax; to how much can a state tax; to the new types of taxes states are trying to impose. We will analyze why a litigant won, lost or tied and offer ways to successfully challenge state positions.
At the end of this session, the learner will be able to:
This session covers changes in the utility of S corporations over the years, including innovative uses in tax planning. The discussion will also include potential changes to S corporations in the near future. Are they outdated dinosaurs, simple creatures, or a potential new species?
This session covers changes in the utility of S corporations over the years, including innovative uses in tax planning. The discussion will also include potential changes to S corporations in the near future. Are they outdated dinosaurs, simple creatures, or a potential new species?
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At the heart of McGowin Tax is Alex McGowin, whose career began at PwC in Houston, TX, focusing on the intricate tax issues faced by US expatriates and nonresidents. Alex's journey in international taxation deepened with his role at Grant Thornton, where he led a team dedicated to resolving complex tax matters for multinational corporations. He further honed his expertise in the corporate tax department of an international steel manufacturing corporation, tackling diverse corporate international tax challenges. These rich experiences culminated in the founding of McGowin Tax, LLC, where Alex's deep knowledge now fuels our commitment to personalized service.
Alex holds a bachelor’s degree in finance from the University of Mississippi and a master’s degree in tax accounting from the University of Alabama. Beyond his professional pursuits, Alex is passionate about sharing his knowledge as a professor, teaching Taxation of Individuals and Business Entities to both undergraduate and graduate students at the University of Mobile. This role in academia underscores his dedication to the field and enriches the custom guidance he provides at McGowin Tax.
You don’t need to be a multi-millionaire or global executive to have foreign reporting obligations on a U.S. tax return. As the workforce becomes more international and mobile, many taxpayers face these requirements without even realizing it. This presentation will cover the key U.S. tax reporting rules for individuals with ownership in foreign business entities, with a focus on Forms 5471, 8865, and 8858. Attendees will gain practical guidance on identifying filing requirements and avoiding costly penalties through better compliance.
At the heart of McGowin Tax is Alex McGowin, whose career began at PwC in Houston, TX, focusing on the intricate tax issues faced by US expatriates and nonresidents. Alex's journey in international taxation deepened with his role at Grant Thornton, where he led a team dedicated to resolving complex tax matters for multinational corporations. He further honed his expertise in the corporate tax department of an international steel manufacturing corporation, tackling diverse corporate international tax challenges. These rich experiences culminated in the founding of McGowin Tax, LLC, where Alex's deep knowledge now fuels our commitment to personalized service.
Alex holds a bachelor’s degree in finance from the University of Mississippi and a master’s degree in tax accounting from the University of Alabama. Beyond his professional pursuits, Alex is passionate about sharing his knowledge as a professor, teaching Taxation of Individuals and Business Entities to both undergraduate and graduate students at the University of Mobile. This role in academia underscores his dedication to the field and enriches the custom guidance he provides at McGowin Tax.
You don’t need to be a multi-millionaire or global executive to have foreign reporting obligations on a U.S. tax return. As the workforce becomes more international and mobile, many taxpayers face these requirements without even realizing it. This presentation will cover the key U.S. tax reporting rules for individuals with ownership in foreign business entities, with a focus on Forms 5471, 8865, and 8858. Attendees will gain practical guidance on identifying filing requirements and avoiding costly penalties through better compliance.
Sidney W. Jackson IV is a senior managing associate in Dentons Sirote’s Birmingham, Alabama office. He is a member of the Tax Controversy practice group, where his practice focuses on all phases of federal and state tax controversies, including IRS audit, administrative appeals, and court proceedings in the U.S. Tax Court, federal district court, and state tax tribunals.
Sidney received an LLM in Taxation from NYU School of Law. He earned his JD cum laude from Samford University’s Cumberland School of Law, where he was in the top 15% of his class, a Scholar of Merit, and the online managing editor for the Cumberland Law Review, among other activities. Sidney graduated with a BS in accounting from the University of South Alabama with a merit-based scholarship. During his undergrad years, he served as president of Tau Kappa Epsilon, treasurer of the Student Government Association, and a volunteer for VITA, a free service that prepares federal and state taxes.
Gregory Rhodes is a shareholder in Dentons Sirote’s Birmingham, Alabama office, where he is a member of the Tax practice group and leads the Dentons Sirote Tax Controversy team.
In his practice, Greg focuses on complex tax controversy and tax litigation work. He has successfully represented professional athletes, partnerships, corporations, and individuals as a first-chair trial attorney in high-stakes federal and local tax litigation throughout the country. Greg has also successfully handled complex tax cases in various United States Circuit Courts of Appeals.
Greg is a former law school professor and remains a frequent lecturer and author on tax topics and is often interviewed and quoted by national publications.
Think you’d know if your partnership was under audit? Think again. Under the Bipartisan Budget Act of 2015 (BBA), the IRS now audits partnerships at the entity level—with virtually no statutory notice requirements to inform individual members. This presentation will demystify the centralized partnership audit regime (CPAR), walking through the lifecycle of a BBA audit from selection to resolution. We’ll highlight key strategic points for partnerships and their advisors, including the real-world impact of push-out elections, modification requests, and post-litigation statements. Whether you’re a tax practitioner, advisor, or just an unwitting partner, this session will ensure you understand how the BBA regime might affect you—even if no one told you it’s happening.
Sidney W. Jackson IV is a senior managing associate in Dentons Sirote’s Birmingham, Alabama office. He is a member of the Tax Controversy practice group, where his practice focuses on all phases of federal and state tax controversies, including IRS audit, administrative appeals, and court proceedings in the U.S. Tax Court, federal district court, and state tax tribunals.
Sidney received an LLM in Taxation from NYU School of Law. He earned his JD cum laude from Samford University’s Cumberland School of Law, where he was in the top 15% of his class, a Scholar of Merit, and the online managing editor for the Cumberland Law Review, among other activities. Sidney graduated with a BS in accounting from the University of South Alabama with a merit-based scholarship. During his undergrad years, he served as president of Tau Kappa Epsilon, treasurer of the Student Government Association, and a volunteer for VITA, a free service that prepares federal and state taxes.
Gregory Rhodes is a shareholder in Dentons Sirote’s Birmingham, Alabama office, where he is a member of the Tax practice group and leads the Dentons Sirote Tax Controversy team.
In his practice, Greg focuses on complex tax controversy and tax litigation work. He has successfully represented professional athletes, partnerships, corporations, and individuals as a first-chair trial attorney in high-stakes federal and local tax litigation throughout the country. Greg has also successfully handled complex tax cases in various United States Circuit Courts of Appeals.
Greg is a former law school professor and remains a frequent lecturer and author on tax topics and is often interviewed and quoted by national publications.
Think you’d know if your partnership was under audit? Think again. Under the Bipartisan Budget Act of 2015 (BBA), the IRS now audits partnerships at the entity level—with virtually no statutory notice requirements to inform individual members. This presentation will demystify the centralized partnership audit regime (CPAR), walking through the lifecycle of a BBA audit from selection to resolution. We’ll highlight key strategic points for partnerships and their advisors, including the real-world impact of push-out elections, modification requests, and post-litigation statements. Whether you’re a tax practitioner, advisor, or just an unwitting partner, this session will ensure you understand how the BBA regime might affect you—even if no one told you it’s happening.
Price includes $50.00 early registration discount(s) - expires 10/22
Price includes $50.00 early registration discount(s) - expires 10/22
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