Kentucky Tax Conference - Speakers

Miranda Aavatsmark, CPA, Tax Manager, Blue & Co., LLC
Miranda L. Aavatsmark has nearly 15 years of public accounting experience and has served a variety of industries.  She has significant experience working with the Internal Revenue Service and other government agencies to resolve complex taxpayer issues. Mrs. Aavatsmark provides consulting and compliance services to corporations, pass-through entities, estates, trusts, and individuals.   Mrs. Aavatsmark serves as a board member of the Kentucky Commission on Women, and also sits on the executive committee.  She enjoys writing and contributes articles to the Kentucky CPA Journal on federal tax topics several times a year.  She is also an Editorial Board Member with the Kentucky Society of CPAs.    Mrs. Aavatsmark is a graduate of the University of Kentucky with Bachelor of Science degrees in Accounting and Finance, Magna Cum Laude.

Dan Bork, Commissioner, Kentucky Department of Revenue
Dan Bork was appointed as Commissioner of Revenue for the State of Kentucky in December 2015 by Governor Matthew G. Bevin. Prior to his appointment, Dan was Vice President of Tax of Lexmark International, Inc., a $3.7B global technology company providing printing and imaging products, software and solutions that help customers save time and money. He was responsible for worldwide tax matters, including compliance, planning and strategy to ensure favorable tax rates and improved cash flow. He joined Lexmark in 1996 as Director of Tax after nearly 20 years of experience in U.S. and international tax matters. Bork holds a Bachelor’s Degree in Accounting from Winona State University in Winona, Minn., and a Master’s in Business Taxation from the University of Minnesota.

Chris Coffman, Member, Frost Brown Todd LLC
Chris is a member in the Louisville office of Frost Brown Todd LLC. His practice concentrates on tax planning and civil tax audits and controversies. Chris has represented clients in administrative proceedings before local and state taxing authorities and the Internal Revenue Service. In addition, he has represented clients before the United States Tax Court. Chris also helps lead Frost Brown Todd’s multi-disciplinary Opportunity Zone Service team. He has been recognized as a thought leader in this developing area of law, counseling business, community, and state leaders across the firm’s multi-state footprint. Chris has advised business owners, developers, fund managers, and governmental entities in all stages of an Opportunity Zone investment.

Richard Dobson, Executive Director, Office of Sales and Excise Tax, Kentucky Department of Revenue
Richard Dobson is the Executive Director of the Office of Sales & Excise Taxes in the Kentucky Department of Revenue, a position he has held since September 2004. He is also very involved with maintaining multi-state Streamlined Sales Tax efforts; serving in many capacities.  He is a Past President and former Secretary/Treasurer of the Streamlined Sales Tax Governing Board and is currently the Chair of the State and Local Advisory Council. Mr. Dobson has been with the Department for over 30 years.  He has previously served as Supervisor of the Sales & Use Tax Section in the Division of Compliance & Taxpayer Assistance, and as a Tax Consultant in the Division of Tax Policy, Department of Law. His areas of expertise include sales and use tax, telecommunications taxes and other transactional excise taxes. Mr. Dobson serves as a Department of Revenue representative before the Kentucky Claims Commission; he provides drafting and analysis of tax legislation; he delivers presentations to tax practitioners and various professional and interest groups for the Department regarding tax trends, issues and administrative practices; and directs his Office to ensure proper implementation of legislative mandates. He resides in Frankfort with his wife, Barbara.  They have 2 daughters and 3 grandsons.  He is also Associate Pastor at Free Grace Bible Church on Bridge Street.

Lucas Hankins, CPA, Senior Manager, Crowe LLP
Mr. Hankins has spent the majority of his career in state and local taxation assisting a diversified mix of middle market, large corporate, and partnership clients with compliance projects, financial accounting, audit defense, and credits and incentives maximization.  He currently acts as Crowe’s Georgia SALT Resource as he did for ten years with his previous firm.

Melissa Hicks, CPA, Director of Tax Services, Dean Dorton
Melissa obtained her BBA with an emphasis in Accounting from Morehead State University in 2002.  Since that time, she has provided tax planning, compliance and accounting services to a broad range of clients across a variety of industries.  Melissa is actively involved in the equine industry, serves as an executive member of the firm’s equine industry team, and works with many Thoroughbred operations in central Kentucky and across the United States.  She has become a go-to technical advisor, specifically specializing in partnership taxation. She leads Dean Dorton’s tax training team and spear-headed the training of her firm on the Tax Cuts and Jobs Act of 2017.

Erica Horn, CPA, JD, Associate Director of Tax Services, Dean Dorton
Horn has over 30 years of professional experience. She has spent the majority of her career advising clients on state and local tax issues. She has represented Kentucky and multi-national companies in tax controversies before the Kentucky Department of Revenue, Kentucky Claims Commission (formerly Kentucky Board of Tax Appeals) and the state and federal courts of the Commonwealth. Through her advice and advocacy, Erica has saved her clients millions of dollars in Kentucky taxes. Erica has experience in a wide-range of industries including construction, equine, manufacturing, and warehousing and distribution, and is a prolific speaker and author on state and local tax topics.

Chaz Lavelle, Partner, Bingham Greenebaum Doll LLP
Chaz has a Masters in Law in Taxation and concentrates his practice in tax law.  He has been named to Best Lawyers in America for over 20 consecutive years, and has been named either Louisville "Lawyer of the Year" in Tax Law or in Litigation and Controversy - Tax several times.  He was Tax Counsel in two US Court of Appeals (the level just below the US Supreme Court) taxpayer victories involving captive insurance taxation.  He has represented taxpayers before the IRS on a wide variety of taxes, including income, estate and gift, black lung, insurance and airplane excise taxes, penalties and interest.  He represented the Sixth Circuit for six years on the American College of Tax Counsel Board of Regents.  He lectures around the nation on captive insurance taxation.  Chaz is a past Chair of the Kentucky Chamber of Commerce.

Mark A. Loyd, Esq., Partner, Bingham Greenebaum Doll LLP
Mark A. Loyd, Esq., is a Partner and Chair of the Tax and Employee Benefits Department of Bingham Greenebaum Doll LLP. He is licensed to practice law in Kentucky, Indiana, Ohio, Tennessee, U.S. Tax Court, federal courts, and the U.S. Supreme Court. Prior to joining BGD, Mark managed the state and local tax function for the U.S. subsidiary of British American Tobacco. Mark is also a Certified Public Accountant and has an MBA. Mark is Martindale-Hubbell AV® Preeminent™ Rated, the highest rating available, and is a fellow of the American College of Tax Counsel. He has presented for national tax organizations, including COST, IPT, TEI, and ABA, and written extensively for publications including The Kentucky CPA Journal, The Tax Lawyer, and State Tax Notes.

Angie Monahan, JD, Senior Manager, Crowe LLP
Angie has over fourteen years of public accounting experience and has been with Crowe since 2013, serving in the State and Local Tax Practice. Angie focuses on the multistate taxation of complex business structures and transactions. She also frequently represents clients in tax controversies, including presenting written and oral arguments to administrative appeals boards and counseling during state and local audits.

Daniel Mudd, Member, Frost Brown Todd LLC
Daniel G. Mudd, Esq., is a Member at Frost Brown Todd and part of its Regional State Tax and Incentives Team. Daniel’s practice focuses on state and local tax planning, controversy and incentives matters. Daniel is also a leader of the Firm's Manufacturing Industry Team, and heads up its Consumable Goods Subteam which oversees all hemp, alcohol, tobacco, food and beverage clients.  He currently serves on and is involved with multiple professional, industry and community organizations, including the Independent SALT Alliance (ISA), Greater Louisville Inc.’s (GLI) Business Competitiveness Committee, and its Tax Reform Task Force, to name a few.  For these efforts, Daniel has been selected for Louisville Business First’s Forty Under 40 Award, and as a Kentucky Rising Star® for Tax.

Amy Sandlin, CPA, Tax Manager, Blue & Co., LLC
Amy Sandlin has served a variety of industries during her time in public accounting. She has significant experience with closely held businesses and multi-state and international entities. Ms. Sandlin provides consulting and compliance services to corporations, pass-through entities, individuals, and tax-exempt organizations.   Ms. Sandlin is an active member of the community as a board member of Junior Achievement of the Bluegrass and the Bluegrass Area Chapter of the American Red Cross. She is an officer of the Rotaract Club of Lexington and a member of the Lexington Forum and the Girl Scouts of Kentucky’s Wilderness Road Council Audit Committee. She is also a member of the 2019-2020 Leadership Lexington class, the AICPA, and the Kentucky Society of CPAs.    Ms. Sandlin graduated from Miami University. Prior to joining Blue & Co., Ms. Sandlin worked at Deloitte Tax and MCM CPAs & Advisors.

Maddie Schueler, JD, LLM, Senior Tax Consultant, Dean Dorton
Maddie is a senior tax consultant at Dean Dorton, a leading Kentucky-based regional accounting firm. She received her Juris Doctor from the University of Louisville Brandeis School of Law and her Master of Laws in Taxation from Georgetown University in Washington, D.C. While in D.C., Maddie served as a fellow for the Council On State Taxation and completed an externship with the Tax Division of the Department of Justice. Maddie has authored numerous publications in the field of tax law and is a frequent speaker on state and local and federal tax topics. She is a member of the Kentucky Bar Association and the American Bar Association Section of Taxation.

Eric D. Scott, CPA, Senior Manager, Ernst & Young
Eric is a senior manager in Ernst and Young’s Central Region Tax Practice with an emphasis on a wide variety of technical topics including accounting for income taxes, federal income taxes, state and local income taxes, and issues unique to C corporations and partnerships.  He has been with the firm for 13 years.  He has served as a lecturer on multi-state tax issues for seminars sponsored by the Kentucky Chapter of TEI, the Kentucky Society of CPAs and other educational organizations.

Jim Seiffert, Member, Stites & Harbison
Jim Seiffert is a Member (Partner) of Stites & Harbison based in its Louisville office, where he is a member of the Business & Corporate Services and Tax Service Groups.  He has been with the firm since 1986 and his practice focuses on venture capital financing, closely held business, taxation, mergers and acquisitions, and general business law.  Jim is a frequent author and speaker concerning Kentucky Opportunity Zones and New Markets Tax Credits.  His accolades include: Martindale-Hubbell® (AV-Preeminent® Rating), Best Lawyers in America, Kentucky Super Lawyers®, and Chambers USA.

Kate Shanks, Vice President of Policy Development, Kentucky Chamber of Commerce
Kate Shanks is Vice President of Policy Development for the Kentucky Chamber.  She has been with the Chamber for more than three years and focuses her work on energy, environment, small business and competitiveness issues.  She is a lifelong resident of Kentucky and earned both a Bachelor of Science in Natural Resource Conservation and Management and a Master of Public Administration from the University of Kentucky.   Prior to joining the Chamber, Kate spent nearly 12 years working for state agencies focused on energy and environmental policy and regulation and has held multiple positions relating to communications, outreach and policy analysis and design.

Katie Smith, Commissioner, Department for Financial Services, Kentucky Cabinet for Economic Development
Katie Smith serves as the commissioner for the Department for Financial Services within the Kentucky Cabinet for Economic Development. Within this role, Smith provides Cabinet-wide services in the areas of accounting, budgetary and fiscal affairs, incentive program administration, compliance, personnel and administrative functions. The office also serves as staff to the Kentucky Economic Development Finance Authority (KEDFA). Smith began her work with the Cabinet in 2004, serving in a number of roles within financial services before being named commissioner in November 2017. Prior to joining state government, she spent time as an auditor with a national accounting firm and as an internal auditor and financial analyst for a manufacturing company based in Louisville. She is a graduate of Western Kentucky University with a bachelor’s degree in accounting. She and her husband, Jeff, reside in Frankfort and have a daughter, Lakyn, and son, Keegan.

Mark Sommer, Member, Frost Brown Todd LLC
Mark F. Sommer, Esq., is a Partner of the Firm and tax attorney resident in the Louisville office of the law firm of Frost Brown Todd LLC, where he serves as Practice Group Chair of the Tax, Employee Benefits & Estates Practice Group and leads the Firm’s Tax and Incentives Teams. Now in his 32nd year of private practice, Mark’s comprehensive practice focuses on controversy, litigation and planning relating to tax matters, primarily state and local tax matters and incentives. Mark is a long-time Fellow in the American College of Tax Counsel and is recognized as a “Super Lawyer” in Kentucky. Mark has also been recognized as one of the Best Lawyers in America for twenty five years and recently doubly recognized as 2018 “Lawyer of the Year” for in Tax Law and also in Litigation & Controversy – Tax. Mark was honored by State Tax Notes as one of its two “Practitioners of the Year” in 2015 and one of its “Persons of the Year” in 2013 making him the first person so recognized two times. Mark has written extensively in the area of state and local taxation and is a frequent speaker and lecturer on state and local tax matters. Mark obtained his JD from the University of Cincinnati College of Law and his BSBA from Xavier University.

 

 

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