Jeffrey D. Sharp
Jeffrey D. Sharp
SilverStone Group
Omaha, NE
Jeff Sharp provides comprehensive wealth management and retirement planning solutions to clients. He helps individuals position their assets to accomplish unique wealth accumulation, conservation and distribution goals. He also works with companies to offer comprehensive qualified and non-qualified retirement plan solutions for employees, including an investment process that helps employers manage fiduciary liabilities.
Mark Schneider
Mark Schneider
Deloitte Tax, LLP
Washington, DC
Mark Schneider is a principal with the Washington National Tax office of Deloitte Tax, LLP. He is a nationally recognized specialist in corporate tax matters -- with a focus on bankruptcy restructurings, limitations on loss utilization, the consolidated return regulations mergers and acquisitions, and acquisitive and divisive tax-free reorganizations,. He joined the firm in April 2008.
Bryan P. Robertson
Bryan P. Robertson
Juris Valuation Advisors, LLC
Lincoln, NE
Bryan P. Robertson, JD, MPA, CPA, CVA, is the Managing Director of his firm. Juris Valuation Advisors, LLC is an independent firm offering a wide range of business valuation and related consulting services for a variety of applications including wealth transfer, charitable contribution, retirement plan, transactional support, marital dissolution, litigation support, and financial presentation purposes.
Professor Thomas J. Purcell III
Professor Thomas J. Purcell III
Creighton University School of Law
Omaha, NE
Thomas J. Purcell, III, J.D., CPA, is a Professor of Accounting, Professor of Law, and the Assistant to the President for University Planning at Creighton University where he has been on the faculty since 1979. Prior to joining the University, he was a tax consultant with the Omaha office of Touche Ross & Co.
Daniel C. Pape
Daniel C. Pape
McGrath North Mullin & Kratz, PC LLO
Omaha, NE
Daniel Pape’s practice focuses on the representation of business entities and individuals in a wide range of corporate, contract and tax-related matters. His work spans entity formation issues, business and succession planning, as well as the negotiation and drafting of distribution, supply and other commercial contracts.
Nicholas K. Niemann
Nicholas K. Niemann
McGrath North Mullin & Kratz, PC LLO
Omaha, NE
Nicholas Niemann is a shareholder with the Omaha, Nebraska, law firm of McGrath North Mullin & Kratz, PC LLO. His practice areas include Business Owner Exit Planning, Taxation, Business Site Selection and Expansion, Corporate and Business Law, Estate Planning, and Tax Exempt Organizations.
Professor Edward A. Morse
Professor Edward A. Morse
Creighton University School of Law
Omaha, NE
Professor Morse is the inaugural holder of the McGrath, North, Mullin & Kratz endowed chair in Business Law. He received his J.D. from the University of Michigan Law School in 1988 and holds a CPA certificate in Iowa. Prior to joining the Creighton faculty, he was law clerk for the Honorable Deanell R. Tacha of the United States Court of Appeals for the Tenth Circuit and he was also in private practice.
Timothy L. Moll
Timothy L. Moll
Rembolt Ludtke, LLP
Lincoln, NE
Timothy Moll is a partner with the Lincoln, Nebraska firm of Rembolt Ludtke LLP. He is a frequent presenter at legal seminars in Nebraska, author of the "Tax Appeals" Chapter of The Eighth Circuit Appellate Practice Manual, and an adjunct professor for various federal income tax courses at the University of Nebraska College of Law.
Professor Roger A. McEowen
Professor Roger A. McEowen
Iowa State University
Ames, Iowa
Professor McEowen is the Leonard Dolezal Professor in Agricultural Law at Iowa State University (ISU) and is the Director of the ISU Center for Agricultural Law and Taxation. He has published scholarly articles in numerous legal and tax journals, is the lead author of a 1,300-page textbook/casebook on agricultural law. He is an author and co-author for the Bureau of National Affairs.
Douglas L. Klein
Douglas L. Klein
SS&G Financial Services, Inc.
Akron, OH
Douglas Klein is Tax Manager with SS&G Financial Services, Inc., Ohio’s largest independent CPA firm. He was formerly in the IRS Taxpayer Advocate Program (previously known as Problem Resolution Program) in Cincinnati with supervisory responsibility for 14 agents and auditors doing problem resolution type of casework.
Donald O. Jansen
Donald O. Jansen
The University of Texas System
Austin, TX
Donald Jansen is the Senior Tax Counsel, Office of General Counsel, University of Texas System. He has been in this position since 2007. He retired as Senior Partner from Fulbright & Jaworski L.L.P., Houston, Texas, in 2005. He has extensive experience in estate planning and probate practice as well as being a legal specialist in the area of employee benefits.
Elias B. Hinckley
Elias B. Hinckley
Venable LLP
Washington, DC
Elias Hinckley focuses on advising clients in the clean and renewable energy industries on tax, business, policy and regulatory issues. He was formerly the National Practice Leader for Alternative and Renewable Energy Tax Strategies with Deloitte & Touche LLP. Throughout his career, he has advised clients from the full spectrum of alternative energy companies, including solar, wind, geo-thermal, biomass and advanced coal.
Jonathan L. Grob
Jonathan L. Grob
McGrath North Mullin & Kratz, PC, LLO
Omaha, NE
Jonathan Grob’s practice focuses on all aspects of federal and state taxation, estate and gift planning, estate and trust administration, and the formation and reorganization of corporations, partnerships, and limited liability companies. He works with all sizes and types of clients from individuals and small business owners to large publicly held corporations. He handles state tax disputes and appeals as well as federal tax matters.
David M. Dvorak
David M. Dvorak
Koley Jessen, P.C., L.L.O.
Omaha, NE
David Dvorak is a Shareholder of Koley Jessen and a member of the Firm’s Executive Committee. He focuses his law practice on the areas of estate and business succession planning and tax law. He counsels clients on their personal estate planning objectives and business succession planning objectives. Additionally, he advises his clients on business, personal and estate tax matters.
Phil Crowther
Phil Crowther
Jackson & Wade, L.L.C.
Shawnee, KS
Phil Crowther is an attorney whose focus is limited to aviation business and tax matters. He assists clients in buying and selling aircraft, in structuring their aviation operations to comply with FAA requirements and minimize tax costs, and in handling aviation tax issues arising in IRS and state tax audits. He utilizes over 20 years of aviation business and tax experience to address the complex FAA and tax issues facing business operators.
Katherine Breaks
Katherine Breaks
KPMG LLP
Washington, DC
Katherine Breaks is a Director in the KPMG’s Washington National Tax practice. She works in the Legislative and Regulatory Services practice where she provides advice to clients on federal tax policy developments and represents taxpayers before the National Office of the Internal Revenue Service, the U.S. Treasury Department, and the U.S. Congress. She is a frequent speaker on federal tax legislative and regulatory matters.
