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The 2009 Tennessee Technical Corrections Bill: How will changes affect your business?

Legal Services
08.25.09

With an October 1 deadline looming, this seminar has been designed by KraftCPAs and Waller Lansden to focus on the practical realities and explain significant provisions of the 2009 Tennessee Technical Corrections Bill that affect family-owned LLCs that own rental property. This seminar will review the new law and the "good, the bad and the ugly" of the alternatives.  Other significant changes to Tennessee tax law will also be discussed:

  • If my LLC was exempt from the Tennessee franchise and excise tax in 2008, will it continue to be exempt under the new law?
  • My business rents property from me.  Do any of these changes affect that arrangement?
  • What alternatives, if any, there are to converting to Obligated Member Entity status.
  • How can I benefit from the increase in the Tennessee Jobs Tax Credit?
  • What are the significant changes in the Business Tax and how will they affect my business?"
  • What do the changes in the Tennessee Business Tax provisions mean for my business?

DATE:

Tuesday, August 25, 2009

TIME:

Registration: 3:30 p.m.
Program: 4:00 p.m. – 5:30 p.m. with Q&A to follow
Cocktails and Hors D'oeuvres: 6:00 p.m.

LOCATION:

Waller Lansden Conference Center
511 Union Street, Suite 2700
Nashville, TN  37219

PHONE-IN PROCEDURE:

In the event that you are unable to attend this event, we welcome your participation by phone. As the program commences at 4:00 p.m. we suggest that you dial in shortly before that time. The procedure for dialing in is:  

  • Call  888-827-7933
  • You will then be prompted for the password code, which is:  615-850-8898

PARKING:

Complimentary parking is available in the building. Please enter the garage from Union Street (behind the Tennessee Performing Arts Center). Alternate parking is available at the Hermitage Hotel (Sixth Avenue North between Union and Church Streets) or McKendree Parking Center (Sixth Avenue North between Church and Commerce Streets).

SPEAKERS:

Merwin Ullestad, CPA, PFS
Member in Charge - Tax Department
KraftCPAs

Merwin Ullestad, CPA, PFS, is the member in charge of tax consulting services with KraftCPAs PLLC.  Merwin has over 35 years of public accounting experience, which has concentrated on serving middle-market, closely held companies.  In addition to extensive experience in corporate and personal tax planning, Merwin consults with clients on the impact of various business transactions including, but not limited to mergers, acquisitions and divestitures.  He is a member of the The American Institute of Public Accountants and the Tennessee Society of Certified Public Accountants, a founder of the Nashville Tax Club, is past president and a director of the Nashville Estate Planning Council, and is also a trustee for the Tennessee Federal Tax Institute.

Jonathan Faught, CPA, J.D. LLM
State and Local Tax Manager
KraftCPAs

Jonathan Faught, CPA, J.D., LLM, is a tax manager with KraftCPAs where he specializes in state and local tax planning and compliance.  He has worked in the accounting field since 2003.  In addition to being a member of the Tennessee Society of Certified Public Accountants, he is a member of the Tennessee and Nashville Bar Associations.

G. Michael Yopp
Partner
Waller Lansden Dortch & Davis, LLP

Michael Yopp is a partner at Waller Lansden and practices in the areas of state and federal taxation, partnerships, limited liability companies and general business law. Mr. Yopp frequently speaks at seminars on tax issues and regularly contributes to professional journals on tax matters. He is the chief editor and author of Tennessee Limited Liability Company Forms and Practice Manual, Data Trace Publishing Company. He also has lectured on partnership tax law at Vanderbilt University School of Law and is frequently asked to testify as an expert witness in tax cases. He has been listed in The Best Lawyers in America® (Woodward White, Inc.) in every edition since 1995 and Business Tennessee's "Top 101 Lawyers in Tennessee" since 2004 and Top 100 Tennessee Lawyers in Super Lawyer for 2006 and 2007.  Mr. Yopp also has been recognized in the Nashville Business Journal’s “Best of the Bar.” Mr. Yopp is a Fellow of the American College of Trusts and Estate Counsel.  Mr. Yopp is a member of the Nashville, Tennessee (Past Chairman, Tax, Probate and Trust Section) and American Bar Associations.

Paul C. Hayes
Partner
Waller Lansden Dortch & Davis, LLP

Paul Hayes is a tax partner at Waller Lansden and concentrates his practice in the areas of estate planning, business succession planning, asset protection planning, charitable planning, estate administration and tax law.  Mr. Hayes has extensive experience providing tax planning services for trusts and estates as well as high-net-worth individuals with respect to income, estate, gift and generation-skipping transfer taxes.  In addition, Mr. Hayes’ practice includes advising closely held businesses and charities on tax matters.  Mr. Hayes is a frequent seminar and presentation leader on estate planning and administration topics for the Nashville and Tennessee Bar Associations. Paul Hayes is also a CPA and Financial Planner.

Brett R. Carter
Partner
Waller Lansden Dortch & Davis, LLP

Brett Carter is a partner with Waller Lansden Dortch & Davis and practices primarily in the area of state and local tax controversy and state tax planning.  Mr. Carter’s experience focuses on Tennessee sales and use tax, franchise and excise tax, property tax and business tax.  He has assisted corporations, limited liability companies and other business entities in challenging assessment of tax as well as in seeking tax refunds.  Mr. Carter also provides multi-state tax analysis for mergers and acquisitions, lease and financing transactions in areas such as Nexus, tax exemptions, and voluntary disclosure agreements. He has assisted computer software developers in structuring business operations to minimize Tennessee sales and use tax.  Mr. Carter also has assisted large corporations in structuring and negotiating state tax incentives and has prepared Tennessee tax opinions for asset-backed securitization transactions.  He holds a B.S. in Accounting (University of Tennessee) and a Master of Laws in Taxation (Georgetown University). He is a member of the Nashville, Tennessee and American Bar Associations

To reserve your place at this seminar, please contact Aja Hendrix before Friday, August 21, 2009 at aja.hendrix@wallerlaw.com or 615-850-8899

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