Brian will discuss the perils of promoting tax shelters, which he was involved in during his tenure as a a partner of Ernst & Young, LLP. He'll share insights from specific cases that went south so you know what to avoid in the future!
LCPA members: $25
CPE: 1 hour
Register online by Friday, May 22. Please bring payment (cash or checks ) to the event.
Meet the Speaker
Brian Vaughn graduated from Northeast Louisiana University in December 1988 with honors. He earned a Bachelor in Business Administration with a major in Accounting and was hired by Arthur Andersen and Company in their Houston, TX office to serve as a tax professional. There he served in the real estate tax division for several years before being transferred to the Business Succession Planning division. He was promoted twice during his tenure at AA and left to join KPMG in 2004 to serve as a Senior Manager in the Personal Financial Planning practice in the Dallas, TX office.
Brian has spent the past 26 years in public accounting, personal finance and business development. He began with AA as a tax staff and ended his career in public accounting as a Partner and National Director of Wealth Management for Ernst & Young. Over the course of his career, he obtained valuable experience certain expertise in the areas of personal finance. As the National Director of Wealth Management, he led a group of individuals to create a "Personal CFO" service; a bundled set of financial planning services incorporated into a comprehensive service offering. He obtained his CPA license, Certified Financial Planner's ("CFP") license, Personal Financial Specialist designation by the AICPA and Accredited Estate Planner designation.
After leaving public accounting, he served as the President of two multi-family office organizations and CFO of a local manufacturing company based in West Monroe, Louisiana. Currently, he serves as the National Sales Director of a fundraising company headquartered in West Monroe serving clients in 49 states.
During his tenure with EY, he was in a specialized business unit within the national financial planning practice named "VIPER" (Value Ideas Produce Extraordinary Results). While there, he worked with subject matter experts to disseminate tax strategies to high new worth clients. This practice ultimately became the center of attention for the IRS and led to a conspiracy trial in New York in 2009. It is now his desire to share my experiences with other tax professionals concerning the perils of selling and promoting tax shelters/tax strategies.
He and his wife, Deanna, and have five beautiful children. They attend Family Church in West Monroe. Brian coaches the boys middle school baseball team for Claiborne Christian School. He also plays the piano and recently composed 27 new songs that prayerfully will be on an upcoming album.