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Members $310.00 - Non Members $360.00

Designed for 16 hours (Includes 2 hours Ethics) CPE, CLE Credit

Optional Breakfast Session on November 21 – Earn an additional hour of CPE

One-day registrations available - Members $170.00 & Non Members $200.00

SPONSORED BY

GOLD SILVER BRONZE

Ethics

Codification

Effective

12/15/2014

Can’t make the drive?

Conference Available by Videocast! – Log on and Learn….

Individual Video cast of this Session Available!

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November 20-21, 2014 – Hyatt Regency – Wichita

Monty Allen, CPA, Co-Chair Manager, Kirkpatrick Sprecker & Company, LLP, Wichita

Gregg C. Goodwin, JD, CPA, Co-Chair Bever Dye LC, Attorneys at Law, Wichita

Krista R. Burdick, CPA Senior Tax Manager, Flint Hills Resources, Wichita

Bret A. Curtis, JD, CPA Shareholder, Mize Houser & Company, PA, Overland Park

Cheryl Hayward, CPA Tax Manager, Berberich Trahan & Co., P.A., Topeka

Jay D. Langley, CPA Shareholder, Clubine & Rettele, Chtd., Salina

D. Shawn Sullivan, CPA James A. Wurbs, CPA

Sr. Vice President, Tax Services, Allen Gibbs & Houlik, L.C., Wichita Partner, Dunning & Associates CPAs LLC

Staff Liaisons:

Mary R. MacBain & Michelle MacBain

The KSCPA 64th Annual Kansas Tax Conference is one of the

largest KSCPA-sponsored events. Participants include CPAs,

attorneys, and tax practitioners from around the region who work in

public practice, business, industry, government, education, and

nonprofit.

The 2014 conference, "Beyond Preparation: Strategies for Today’s

Professional" is both an educational and networking event. This is a

chance to take a breather from the challenges of the routine but

harried workday to focus on updating knowledge and creating a course of action that is successful despite continued uncertainty

with tax reform and the affordable care act. What’s unique about this conference? It focuses on strategies and helps participants to

create solutions. Need to know how to prepare a return? “There’s an app for that” – this conference engages practitioners who

want to offer their clients and organizations more than compliance.

Thursday, November 20, 2014 – Cypress A/B, Hyatt Regency, Wichita

07:30-08:25 Network Breakfast & Registration

08:25-08:30 Welcoming Remarks – Monty Allen, CPA, Conference Chair

08:30-09:20 The Future of Federal Tax Legislation: A View from CongressCongressman John B. T. Campbell III, CPA, California 45

th District

Congressman Campbell plans on discussing the merits of the discussion draft for comprehensive tax reform

legislation that Congressman Dave Camp, Chairman of the House Ways and Means Committee, developed for

2014. He will also address the potential for tax reform, whether comprehensive or piecemeal, in 2015, especially

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with regard to the individual, corporate and estate tax. Additionally, he will be giving a review of the 113th

Congress and a post-election outlook on the upcoming 114th

Congress.

(50 minutes)

09:20-10:35 Implementing the New Tangible Property Regulations

Christian Wood, JD, LLM, Principal, McGladrey LLP, Washington DC

The IRS issued final regulation on the treatment of tangible property, commonly referred to as the "Repair

Regulations," on September 13, 2013. This set of comprehensive rules is effective for tax years beginning on or

after January 1, 2014, and governs when you can currently deduct an expenditure related to tangible property or

when you have to capitalize and depreciate the expenditure. These rules contain a definition of materials and

supplies, clarification surrounding repair and maintenance expenditures as well as what constitutes an

improvement, and when you may have a disposition deduction. There are also some optional safe harbors

including the de minimis election, routine maintenance, and small taxpayers with qualifying real property. The

speaker will discuss how the rules may impact taxpayers, some of the benefits under the new regime, and

implementation issues facing taxpayers in completing their 2014 Federal tax returns. (75 minutes)

10:35-10:45 Break

10:45-12:00 AICPA Washington Tax Update

Melissa Labant, JD, CPA/PFS, CFP, CGMA, Director, Tax Advocacy and Professional Standards, American

Institute of CPAs

The session reviews Washington tax legislative and regulatory developments. The actual agenda is finalized just

before the program so that it is current. The presentation is interactive with questions from the participants

encouraged. (75 minutes)

12:00-01:00 Lunch – Sponsor / Vendor Showcase – Eagle A/B/C/D, Hyatt Regency Wichita

01:00-02:40 AICPA Ethics Codification Project, Conceptual Framework & Interpretations (2 hrs Ethics)

Ellen Goria, CPA, CGMA, Senior Manager, Professional Ethics Division, AICPA

Professional Ethics Update – Don’t let the tides send you adrift…Learn how to navigate what’s new

The AICPA’s Professional Ethics Executive committee (PEEC) returned the Institute’s ethics standards to improve

the AICPA Code of Professional Conduct so that members and other can apply the rules and reach correct

conclusions more easily and intuitively. Ellen and her team have been involved in this project, and not one is

better prepared to explain and demonstrate the revised Code and two new Conceptual Frameworks than

her. This session will cover the revised Code, the new conceptual frameworks as well as provide an overall update

of what’s changed in the Code. Ellen will demonstrate the dynamic new online Code highlighting the features that

will ease ethical. The KSCPA bylaws specify the Code as the guidance for members of the KSCPA and participates

in the AICPA Joint Ethics Enforcement Program (JEEP) to investigate and settle ethics complaints about KSCPA

members whether or not the individual is a member of the AICPA. (100 minutes)

02:40-02:55 Cookie Break

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02:55-03:45 Mining for Gold – How to Answer Clients’ Financial & Tax Planning Questions and Get Paid to

Do So Jerry Love, CPA/PFS, CITP, CGMA, ABV, CFP, CFF, CFFA, Jerry Love, CPA, LLC, Abilene TX

From the moment we sign that W-4, until we pass away, Form 1040 is a fact of life. Why do so many people not

use this as an effective tool for planning and ultimately creating that “nest egg” for retirement? Form 1040 is

virtually unsurpassed as a road map to a client’s financial needs and is an outstanding tool for identifying financial

planning opportunities. Jerry leads you down the road that produces profitability for both you and the client. (50

minutes)

03:45-04:35 Integrating Income Tax Planning into the Estate Planning Process - The New Realities Eric J. Larson, JD, CPA, Member, Bever Dye LC, Attorneys at Law

The focus of the estate planning process has been and will continue to be arriving at an estate plan that meets the

needs and desires of the individuals involved. Taxes should always take a back seat in the estate planning process,

however, taxes should still be in the car, and should always be a consideration. In the past, estate planners have

typically focused their attention in the planning process to the transfer taxes involved (minimizing the potential

for federal gift, estate and generation skipping taxes). With the new permanent expansion of the unified credit

and with that expansion tied to inflation, plus the new addition of portability into the married couple situation,

planners are now realizing the importance of traditional “transfer tax” planning will likely be limited to only the

wealthiest families. Planners have always needed to keep in mind the potential income taxes that families incur,

but now more than ever that is the area of tax law where estate planners can add value for most families. This

presentation will cover common income tax planning concepts that should be considered and implemented in the

estate planning process, plus a discussion of some of the latest techniques to maximize the income tax savings

arising out of estate situations.

(50 minutes)

04:35 Join the team at Bever Dye, LC at a relaxed, informal networking reception.

Friday, November 21, 2014 – Eagle A/B/C/D/E – Hyatt Regency, Wichita

07:00- 07:50 (Optional Breakfast Session – Breakfast in Foyer D)

To SHOP or Not to SHOP? Update on Affordable Care Act Small Business Health Options

Program Greg Howard, Consultant, USA Benefits Exchange, Lenexa, KS

Does the ACA Small Business Health Options Program make financial sense for the people it was designed to help?

Get some important insights into SHOP and how to you can easily help your clients understand its impact on their bottom line.

(50 minutes)

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07:30-07:55 Registration

07:55-08:00 Welcoming Remarks – Monty Allen, CPA, Conference Chairs

08:00-09:15 Technology Update for Tax Strategists Randy Johnston, MCS, MCP, President, Network Management Group Inc., Hutchinson, KS

One the favorite traditional sessions, Randy guides participants through the current hardware and software

technologies and discusses emerging technologies that will benefit CPAs in both public practice and business and

industry. He reviews the latest strategies to minimize compliance risks associated with privacy and information

security laws and regulations. (75 minutes)

09:15-10:05 Update on Identity Theft Cases & How to Protect You and Your Clients

Jerry Love, CPA/PFS, CITP, CGMA, ABV, CFP, CFF, CFFA, Jerry Love, CPA, LLC, Abilene TX

Jerry’s session last year was a huge hit with the participants. In this session, Jerry explores the cases that have

been occurring, how you can protect yourself and your clients, and what you should do if it happens to you.

(50 minutes)

10:05-10:15 Break

10:15-11:55 Recent Developments in Federal Income Taxation - Federal Individual & Business Tax

Update

Victoria Sherlock, JD, Managing Director, Tax Controversy Services, KPMG

This session covers the “Recent Developments in Federal Income Taxation” outline prepared by Professors Martin

McMahon (University of Florida College of Law), Bruce McGovern (South Texas College of Law) and Ira Shepard

(University of Houston Law Center) (current through October 31, 2014). The outline summarizes rulings,

regulations, and judicial decisions involving a variety of tax topics including accounting methods, income and

deductions, investment gain and incomes, compensation, corporations, partnerships as well as important tax

procedural rules and changes. The speaker highlights the most significant rulings, regulations and cases decided

within the last year. (100 minutes)

11:55-12:40 Lunch – Grab & Go

12:40-01:30 Economic Update with Dr. Chris Kuehl Dr. Chris Kuehl, Managing Director, Armada Corporate Intelligence

A conference favorite, Dr. Kuehl provides the latest economic stats and outlook that participants can use to help

their clients and organizations anticipate and plan as much as possible in a continued uncertain future. (50

minutes)

01:30-02:20 The Affordable Care Act: Tax Compliance & Reporting for Employers & Individuals Stephanie E. Bunten, JD, LLM, CPA & Andrew T. Spikes, CPA, Manager, Mize Houser & Company P.A.

The Affordable Care Act is a complex and constantly evolving area of the law. As the different phases of

implementation have begun or are looming on the horizon, how prepared are you and your clients for the

compliance and reporting aspects? This session covers such topics as the Individual Shared Responsibility

provision, the Employer Shared Responsibility provision, the Small Business Health Care Tax Credit, Employer

Health Reimbursement Arrangements, Reporting Requirements for Individuals and Employers, and several other

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provisions that may affect you and your clients. Come prepared with your questions as the presentation is

interactive, and we encourage questions from participants throughout the presentation. (50 minutes)

02:20-02:30 Break

02:30-03:45 International Taxation – Why is this Important in Kansas?

F. Douglas Watson, JD, LLM, CPA, Director, International Tax Services, Grant Thornton LLP, Minneapolis,

MN & Joshua Zellerman, CPA, Manager, International Tax Services, Grant Thornton LLP, St. Louis, MO

This session is designed to help participants understand why CPAs in Kansas should care about international

taxation. The environment impacting multinational companies, global business impacting Kansas, key

international concepts, and planning opportunities are covered.

(75 minutes)

03:45 Adjournment of the 64th

Annual Kansas Tax Conference

John B.T. Campbell III, CPA, Member of Congress (2005-2015)

John Campbell (59) was born and raised in Los Angeles, California.

He is the son and grandson of newspapermen who worked in the

Hearst Newspapers. He graduated from Harvard School (now

Harvard-Westlake) with honors, has a BA in Economics from

UCLA and a Master’s of Business Taxation from the University of

Southern California (USC) from which he graduated with Beta

Gamma Sigma honors.

He is a Certified Public Accountant (CPA) having begun his career

after college with Ernst and Young in Los Angeles. Campbell

began a 25-year career in the retail automotive industry in 1978.

He progressed from Corporate Controller to owner/operator and

dealer principal over that time. He represented 15 franchises during his career, including European, domestic and Asian car

companies. His dealerships received numerous awards including Ford Top 100 dealer, Mazda Top 50 dealer and Saturn’s Visionary

Award. In 1987, Campbell raised capital through a joint venture with a publically held British firm resulting in the first public

ownership of any car dealership chain in the United States, thereby paving the way for the multiple publicly traded dealership

groups now in existence.

Campbell began his career in politics in 2000 when he was elected to the California State Assembly. He was elected to the California

State Senate in 2004 and to the U.S. Congress in 2005. He will retire from Congress in 2015 after 14 years in full-time elected office.

During that time, he won 16 straight elections, defeating over 40 opponents over that time by double-digit margins.

Being a CPA and a businessman, Campbell’s political career has been defined by principled leadership in financial and fiscal issues.

In the California Legislature, he was the lead Republican on budget matters and one of the early leaders in the recall of then-

governor Gray Davis. In Congress, he was Chairman of the Financial Services Subcommittee on Monetary Policy and Trade, as well

as serving on the Budget Committee and Joint Economic Committee. He along with now Senator Jeff Flake, led the fight that

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ended earmarks in Congress. However, he considers that his most important work in Congress to be his major role in rescuing the

economy from greater calamity in the financial crisis of 2008. “The hardest I’ve ever worked and the most scared I’ve ever been”, he

says.

Congressman Campbell has been married for over 35 years to his wife, Catherine, who was literally the “girl across the street”. They

have two grown sons, Taylor, who does Internet marketing in Southern California and Logan, a second year graduate student at

Harvard Business School, who lives in Boston with his wife Morgan. John and Catherine divide their time between homes in

Cottonwood Falls, Kansas and Irvine, California. John is an avid car collector and has businesses engaged in real estate, farming and

beef cattle production.

Christian Wood, JD, LLM, Principal, McGladrey LLP, Washington DC

Christian has more than 13 years of accounting methods experience and has worked with all

industries throughout his career. He provides guidance on ruling requests and change of accounting

method applications as well as advice on the repair regulations and issues involving timing, character

and recognition for taxable events. He also leads the repair regulations initiative for the firm.

Christian recently authored a Repair Regulations article in the February 2014 Journal of Accountancy.

He is a licensed attorney in DC and the State of Maryland. Christian spent the first five years of his

legal career in the Division of Income Tax & Accounting at the Office of Chief Counsel, Internal

Revenue Service. Upon leaving the Office of Chief Counsel Christian worked at a law firm in DC, a

“Big Four” National Tax Office, and is now part of McGladrey LLP in Washington DC. Christian

received his LL.M. in taxation at Georgetown University Law Center, his law degree from George

Mason School of Law and has a Bachelor of Arts in Economics from the University of California, Los

Angeles. Christian is also actively involved in the tax accounting section of the American Bar

Association and the Federal Bar Association.

Melissa Labant, JD, CPA, CFP, PFS, CGMA, Director, Tax Advocacy and Professional Standards, American

Institute of CPAs

Melissa Labant is the Director of Tax Advocacy & Professional Standards of the American

Institute of Certified Public Accountants (AICPA) in Washington, DC. In this role, she leads

the development and implementation of the AICPA’s tax advocacy strategy which centers on

the review, formulation and submission to Congress, the Department of Treasury, and the

Internal Revenue Service of technical and policy recommendations. She also plays a key role

in the development of AICPA testimony for tax-related Congressional hearings.

Ms. Labant obtained her law degree and B.S. in Business Administration (with an emphasis in

accounting) from St. Louis University in St. Louis, Missouri. She is a Certified Public

Accountant and has earned the Certified Financial Planner designation from the Certified

Financial Planner Board of Standards.

Ms. Labant has also earned her Personal Financial Specialist and Charted Global Management Accountant (CGMA) designations.

Ms. Labant has appeared on Fox Business and has been quoted in several business and trade publications, including the Wall Street

Journal, Wall Street Journal China, USA Today, NY Times, Chicago Tribune, LA Times, The Washington Post, The Boston Globe,

The Huffington Post, among others. Ms. Labant is a frequent speaker at national tax conferences and webcasts.

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Ellen Goria, CPA, CGMA, Senior Manager, Professional Ethics Division, American Institute of CPAs

Ellen Goria is a Senior Manager in the Professional Ethics Division at the American Institute of

Certified Public Accountants (AICPA). Ellen staffs various task forces that develop

independence and behavioral guidance for exposure to membership. She also assists with

interpreting the Institute’s Code of Professional Conduct by providing guidance to membership,

state CPA societies, and other interested parties on ethics and independence issues. In her role,

Ellen also works closely with other AICPA teams to ensure publications accurately reflect the

AICPA’s current ethical positions. Prior to joining the AICPA, Ellen was a Senior Associate at

Coopers & Lybrand, LLP working primarily with SEC registrants in the Telecommunications and

Entertainment industries. Ellen is a certified public accountant in the state of New York.

Jerry Love, CPA, PFS, CFP®, CVA, ABV, CITP, CFF, CFFA, Jerry Love CPA, LLC

Jerry graduated from Abilene Christian University. In addition to being a CPA, he has also earned the designation of CVA, ABV,

CFF, PFS and CFP. He is the sole owner of Jerry Love CPA, LLC.

In 2006-07, Jerry served as Chairman of the Texas Society of CPAs (TSCPA). In 1999-00, Jerry was the recipient of the TSCPA

"Distinguished Public Service Award." In 2006, CPA Magazine listed Jerry as one of the 100 Most Influential Practitioners in

America. In 2009, CPA Magazine listed Jerry as one of the 40 LTop 40 Tax Advisors to Know During a Recession.”

Community Involvement

Over the past 35 years has served as President or Chairman of more than 14 (fourteen) nonprofit organizations and for several of

these organizations he held this office for multiple years. In addition to these roles he has served

on over 45 other nonprofit organizations boards in a variety of offices and roles

Awards/Recognitions

o In 1999-00, Jerry was the recipient of the TSCPA "Distinguished Public Service Award"

o Texas Association of Museums – Jo Stewart Randel Outstanding Trustee Award – 2006;

awarded annually to a person who has made a significant impact on Texas Museums.

o Texas Society of CPAs - Distinguished Public Service 1999-2000; Texas Society of CPAs -

Outstanding Chapter Award - 1996/97

o Abilene Cultural Affairs Council - Art Award 1991 as Outstanding Individual

o Outstanding Volunteer Fund Raiser - by National Society of Fund Raising Executives - 1998

o Texas Jaycees - Selected as one of Five Outstanding Young Texans - 1987

o Abilene Jaycees - Outstanding Young Abilenian 1985 – 86

o Eagle Scout

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Eric J. Larson, JD, CPA, Member, Bever Dye LC, Attorneys at Law

Eric practices in the areas of taxation, trusts and estates, wills, probate, family succession planning, business law and tax-exempt organizations. He has been a Fellow in the American College of Trust and Estate Counsel since 1993. Eric often represents clients in controversies before the Internal Revenue Service, the Kansas Department of Revenue and in federal and state courts. His representative clients include individuals, entrepreneurs, closely held businesses and tax-exempt organizations. He is admitted to practice in the U.S. District Court for the District of Kansas, the U.S. Tax Court, the U.S. Court of Federal Claims, and the state courts of Kansas, Nebraska and Texas. He is listed in The Best Lawyers in America in the practice areas of Trusts and Estates, Tax Law and Non-Profit/Charities Law and has been named Best Lawyers Lawyer of the Year in Wichita for 2013 in the practice area of Non-Profit/Charities Law. He has also been selected as a Kansas Super Lawyer in the practice area of Tax Law. Eric is a frequent lecturer on tax related topics for professional and various other organizations.

Education

Bachelor of Business Administration, Washburn University, 1973

Juris Doctor, Washburn University, 1976

Bar Memberships

American Bar Association – Member, Taxation Section

Kansas Bar Association – Member and Past President, Tax Law Section; Member, Real Estate, Probate and Trust Law Section; and Corporate Banking and Business Section; Distinguished Service Award Recipient

Wichita Bar Association – Member and Past Chair, Probate Committee

Nebraska Bar Association

State Bar of Texas

Professional Memberships

American Institute of Certified Public Accountants

Kansas Society of Certified Public Accountants, Past Board Member

Wichita Chapter of the Kansas Society of Certified Public Accountants

Wichita Estate Planning Council, Past President

Wichita Estate Planning Forum

Civic/Community Involvement

Member – Sunrise Rotary Club of West Sedgwick County

Director and Past President, Wichita Public Library Foundation

Board Member, Starkey, Inc.

Board Member, Farmers Alliance Mutual Insurance Company

Fellow – Kansas Bar Foundation

Fellow – American College of Trust and Estate Counsel

Publications

Chapter author, "Kansas Estate Administration Handbook," Kansas Bar Association

Co-author, "Revised Uniform Principal and Income Act in Kansas," Journal of the Kansas Bar Association

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Greg Howard, Consultant, USA Benefits Exchange, Lenexa

Greg is a license insurance broker in 8 states and a federally certified Affordable Care Act and

SHOP specialist. He is a regional manager for USA Benefits Group out of Dublin, Ohio. Prior to

narrowing his focus to the health insurance market in 2009, Greg was President of Gabe

Financials, Inc. for 10 years. He brings a business owner’s perspective to the Affordable Care

Act and how it can best be used to benefit businesses of all sizes.

Randolph P. Johnston, MCS, President, Network Management Group, Inc

Randolph P. (Randy) Johnston, MCS has been a top rated speaker in the technology industry for over 30

years. He was inducted into the Accounting Hall of Fame in 2011. He was selected as a Top 25 Thought

Leader in Accounting from 2011-2014. His influence throughout the accounting industry is highlighted

once again this year by being a recipient of the 2014 Accounting Today Top 100 Most Influential People

in Accounting award for the eleventh consecutive year. Among his many other awards he holds the

honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy

writes a monthly column for The CPA Practice Advisor, articles for the Journal of Accountancy, and

creates articles for both accounting and technology publications, as well as being the author of

numerous books. He has started and owns multiple businesses including K2 Enterprises in Hammond,

Louisiana and Network Management Group, Inc. in Hutchinson, Kansas. In 2010, NMGI announced

their national support of CPA firms. His wife and four children enjoy many experiences together

including theatre, music, travel, golf, skiing, snorkeling and model trains. His experience as a college instructor, management and

technology consultant, and advisor to the industry will be obvious to you in today’s presentation.

Randy can be reached at randyj@k2e.com, randyj@nmgi.com, 620-664-6000 x 112, via www.randyjohnston.com,

www.technologybestpractices.com, www.nmgi.com, or www.k2e.com.

Victoria Sherlock, JD, Managing Director, Tax Controversy Services, KPMG LLP, Houston

Victoria is a Tax Managing Director in KPMG’s Houston’s office and is the Tax Controversy

Practice Leader for the Southwest area (Texas, Oklahoma, Colorado and Louisiana). She has

more than 30 years of experience in tax controversy matters and regularly represents corporate

and other business clients before the Internal Revenue Service.

Victoria joined KPMG in the fall of 1998 to lead the Southwest Area’s Tax Controversy Services

practice. The practice focuses on IRS examinations, appeals, and various alternative dispute

resolution proceedings. As a Tax Managing Director in the Western Area, Victoria advises clients

on all aspects of IRS controversy matters and coordinates KPMG’s representation of clients before

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the IRS in the Southwestern portion of United States. Ms. Sherlock has special expertise handling oil and gas tax issues as well as

transfer pricing matters and various accounting method issues.

Before joining KPMG, Victoria was a senior attorney with Houston District Counsel, IRS, where she was responsible for the

development and litigation of major tax controversies. Victoria was actively involved in providing support and advice to large case

examination teams on a wide variety of matters including corporate tax shelters, oil and gas issues, accounting methods, and

transfer pricing issues.

In 1994, Victoria was appointed Special Counsel to the Department of Justice Tax Division in order to participate in the litigation of

a major oil and gas issue in the U.S. District Court for the District of Delaware. As the result of her efforts in this case, Victoria was

awarded the Attorney General’s Special Contribution Award in October 1996. At the IRS, Victoria received numerous awards

including Southwest Region Attorney of the Year in 1993. Victoria has litigated numerous tax cases, including: Estate of Artemus D.

Davis v. Commissioner (valuation of closely held stock), Shell Petroleum, Inc. & Subsidiaries v. United States and Texaco v.

Commissioner (meaning of oil produced from tar sands under I.R.C. §29), and Leavell v. Commissioner (disregard of professional

corporation – professional basketball player).

Before returning to the IRS in 1991, Victoria was in private practice in Houston, Texas. Prior to 1986, Victoria was a trial attorney

with the Department of Justice Tax Division in Washington, D.C. and Dallas, Texas, and a Senior Attorney Advisor with the IRS

National Office.

Dr. Chris Kuehl, Managing Director, Armada Corporate Intelligence

Dr. Chris Kuehl is a Managing Director of Armada Corporate Intelligence. He provides forecasts

and strategic guidance for a wide variety of corporate clients around the world. He is the chief

economist for several national and international organizations – Fabricators and Manufacturers

Association, National Association of Credit Management, Finance, Credit and International

Business and the Business Information Industry Association. He is also the economic analyst for

the Missouri Society of CPAs and the Kentucky Society of CPAs.

Prior to starting Armada in 1999 he was a professor of economics and finance for 15 years –

teaching in the US, Hungary, Russia, Estonia, Singapore and Taiwan. He holds advanced degrees

in economics, Soviet studies and East Asian studies.

Stephanie E. Bunten, JD, LLM, CPA Mize Houser & Company P.A.

Stephanie Bunten took the nontraditional route to arrive at her career as a CPA. Stephanie graduated

from Washburn University School of Business in December 2000 and then immediately entered

Washburn University School of Law, from which she graduated in May 2003. Upon graduation, she

worked as an appellate attorney for the Kansas Court of Appeals. She was later promoted to Assistant

Fiscal Officer for the Kansas Supreme Court, Office of Judicial Administration, based in part on her

accounting background. In that position, she helped to prepare the Kansas Judicial Branch budget and

present the budget to the Kansas Supreme Court and the Kansas Legislature.

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In 2011, Stephanie moved to Mize Houser & Company, PA, where she completed the CPA exam and her Masters of Tax Law from

the University of Missouri Kansas City School of Law. Stephanie is in the Tax Department at Mize Houser where she has taken one

of the lead roles in researching and analyzing the Affordable Care Act for their client base. Some of the other key areas she is

involved in include researching and consulting with clients on the tax implications of individual and business transactions; preparing

and reviewing individual, business, nonprofit, and estate tax returns; and representing clients in IRS exams.

Stephanie enjoys being active in the Kansas CPA Society, most recently being involved in the “20 Up To 40” Leadership Program.

Stephanie has been active in a number of professional and community organizations, including the Northeast Chapter of the

Kansas CPA Society and the Topeka Bar Association. She has also been on the board of Meals on Wheels of Shawnee & Jefferson

Counties and Metropolitan Ballet of Topeka.

Andrew T. Spikes, CPA, Manager, Mize Houser & Company P.A.

Andrew Spikes graduated from the University of Kansas with a BS in Accounting and Business Administration. He is currently a Manager at Mize Houser & Company in their Quick Service Restaurant division. In addition to working with his clients on their monthly accounting needs, he spends a significant amount of time staying abreast of the changes to the Affordable Care Act and helping his clients stay in compliance with the law.

Prior to joining Mize Houser & Company, Andrew owned and operated a small chain of restaurants along

with some other business ventures. He also worked for Deloitte as an auditor.

Joshua Zellerman, CPA, Manager, International Tax Services, Grant Thornton, LLP

Joshua began his career at Grant Thornton, LLP in July 2011. Prior to that, he worked two years

for a large public accounting firm. As a manager in the St. Louis international tax practice,

Joshua has served both publicly and privately held businesses. He primarily deals with

compliance and international tax structuring.

Joshua has experience with various U.S. international compliance forms. In addition, he has

experience in international tax structuring and identifying international tax issues. His primary

industries include technology and manufacturing.

Joshua received a Master of Science in Accounting from Southern Illinois University

Edwardsville.

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F. Douglas Watson, JD, LLM, CPA, Director, International Tax Services, Grant Thornton, LLP

Doug has focused the past 30 years on assisting multinational clients on international tax

matters, including cross-border mergers and acquisitions, reorganizations and structured

finance. Doug started the first 11 years of his career at Arthur Andersen assisting U.S.A.

Multinational Corporations (MNC) in expanding into non-U.S.A. markets as well as into

the U.S.A.

Doug just joined Grant Thornton in 2014 after retiring from a 19 year career in various tax

leadership positions at Accenture, While at Accenture, Doug helped start and grow the

internal tax function in 1995 from 5 tax professionals to a world class tax function of 120

people on the date he retired. Some of the global projects Doug led at Accenture included

global cash repatriation and legal entity optimization (LEO). Doug through his corporate experience understands the business and

technical issues associated with corporate reorganizations that make him uniquely qualified to lead large-scale projects.

At Grant Thornton in Minneapolis, Doug now leads our international tax services where he advises U.S.A. and non-U.S.A. MNCs on

a variety of international tax issues and planning.

Doug is both a Certified Public Accountant and a lawyer. He is member of the American Institute of CPAs

Doug is involved in Junior Achievement. Doug is the current President of a local youth sports organization.

Doug holds a BA from the University Minnesota, a JD from William College of Law and an LLM in Tax from the University of the Pacific Mc George School of Law.