Cut through the maze.
It’s easy to get side-tracked with tax laws, but our lineup of speakers will guide you through the complexities and cut through the confusion. We’ll cover all the major changes you need to know and give you strategies for keeping your clients and businesses
moving forward. You’ll leave with a bird’s-eye view of the landscape so you can navigate the maze of tax changes without getting lost. Don’t miss it!
With nearly 700 attendees, the Louisiana Tax Conference is our biggest event of the year!
Thursday, December 12
7:45 – 8:30 am
Registration & Continental Breakfast
8:30 – 10:00 am
Individual Tax Update
Alfred E. (Ted) Stacey IV, CPA • Bourgeois Bennett, LLC • New Orleans, LA
Ted Stacey will discuss any important developments related to the 2017 Act, but it's time to move on and concentrate on new developments in individual income tax. He will also briefly mention some of the changes proposed by the presidential candidates.
10:00 – 10:20 am
Break/Visit with Exhibitors
10:20 – 11:20 am
Opportunity Zones: Where Do We Stand Now?
Anthony J. Nitti, CPA, MST • RubinBrown • Denver, CO
This session will review the new opportunity zone incentive found in Section 1400Z-2, including a review of the statutory language and both tranches of regulations. The course will highlight planning opportunities and remaining unanswered questions. You’ll
leave this session being able to:
- Identify the tax incentives associated with investing in a qualified opportunity zone.
- Summarize the steps necessary to ensure compliance with the statute.
- List the four main tax benefits associated with an opportunity zone incentive.
- Describe the requirements for meeting the definition of a qualified opportunity fund (QOF).
- Recognize the differences between operating a business directly through a QOF versus through a lower tier subsidiary.
11:20 am – 12:10 pm
Les Nettleton • Bourgeois Bennett, LLC • New Orleans, LA
During the past year, attacks have become more complex and are now focusing on ransom and financial fraud. This session will update what has happened in cybersecurity over the past year. We will look at social engineering, the importance of a security
training program, and why cybersecurity is more than just an IT responsibility. We will demonstrate how to identify and address email threats, ransomware, and scams.
12:10 – 1:10 pm
Lunch/Visit with Exhibitors
1:10 – 2:00 pm
Death and Taxes: Count On It
Raymond Ladouceur, JD, MBA, CPA, • Ray Ladouceur, CPA, LLC - Ladouceur Law Firm, LLC
Abita Springs, LA
Award-winning instructor Ray Ladouceur is back to explore the effects of death on required tax filings.
2:00 – 2:50 pm
Sorting Through Louisiana State and Local Tax Developments, Wayfair, Another Surplus, and What Could Happen Next
Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA
After the smoke cleared from 2018, few knew what 2019 would have in store for Louisiana state and local tax developments. This presentation will explore the high points in 2019 including the post-Wayfair world, new refund procedures, and other legislative,
judicial, and regulatory developments, all of which resulted in another significant state budget surplus.
2:50 – 3:10 pm
Break/Visit with Exhibitors
3:10 – 4:10 pm
Depreciation and Capitalization Update in a Post-Tax Reform Environment
J. Curt Gautreau, CPA, CCSP • Cost Segregation Initiatives • Baton Rouge, LA
With the final Bonus regulations published, Curt will discuss strategies for maximizing Bonus, Depreciation and Section 179 deductions. Curt will also discuss how to strategically correct or change methods of accounting employed prior to the final bonus
4:10 – 5:00 pm
Retirement Plan Tips and Traps
David Byrnes, AIF • Level Four Wealth Management • Plano, TX
Recommending the right retirement plan to clients can be a complicated task. This session will provide an overview of the various types of plans and the most common compliance and fiduciary issues associated with them.
Friday, December 13
8:00 – 9:30 am
Business Tax Update
Brandon Lagarde, CPA, JD, LLM • Postlethwaite & Netterville • Baton Rouge, LA
We have just finished the first tax season with Tax Reform front and center. The IRS continued to push out guidance and regulations over the course of the year while tax practitioners were busy trying to figure out how to comply with the new laws. This
update will cover important business tax developments since last year
9:30 – 9:50 am
Break/Visit with Exhibitors
9:50 – 10:50 am
Real Estate and the 163(j): Business Interest Deduction Under the New Tax Reform
Micah Stewart, JD, LLM • Laporte CPAs & Business Advisors • Baton Rouge, LA
This presentation will focus on the implications of the Tax Cuts and Jobs Act and possible planning techniques related to the Act with a focus on the IRC section 163(j) business interest with Expense limitation.
10:50 – 11:40 am
Partnership Basis Reporting and At-Risk Rules
J. Benjamin Warren Jr., JD, LLM • Warren & Baker, LLC • Shreveport, LA
11:40 am – 12:40 pm
Lunch/Visit with Exhibitors
12:40 – 2:20 pm
199A: One Year Later
James R. Hamill, CPA, PhD • Reynolds Hix & Co. • Albuquerque, NM
We now have one tax season's experience dealing with the Section 199A deduction, as well as final regulations and a new tax form to claim the deduction. This session will provide an updated look at the deduction, what we know and what is still uncertain,
and how the deduction is reported on the tax return.
2:20 – 2:40 pm
Break/Visit with Exhibitors
2:40 – 3:30 pm
The Wayfair Decision and Its Effect on Nexus
Andre Burvant, CPA, JD • Jones Walker • New Orleans, LA
The US Supreme Court certainly rocked the sales tax world when it overturned Quill and its physical presence requirement. The importance of Wayfair to other taxes, however, should not be overlooked. This session
will cover the Wayfair decision’s impact on nexus, including its effect on state income tax nexus.
3:30 – 4:20 pm
Targeted IRS Enforcement: Doing More With Less
Michael A. Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX
We all know the IRS budget has been slashed in recent years. This session will cover which issues and topics currently rise to the top of the IRS’s radar. We will review significant revisions to the IRS voluntary disclosure program, new IRS “educational”
or warning letters that are going out to cryptocurrency owners, and updates to the “dirty dozen list” of tax scams to avoid. We will also discuss increased focus on employment tax enforcement, referrals to IRS Criminal
Investigation, and disclosure statements on Form 8275 and reportable transaction disclosure statements on Form 8886.
Meet the Speakers
Robert S. Angelico, CPA, JD
Liskow & Lewis, APLC • New Orleans, LA
Robert S. Angelico is the president and managing partner of the law firm of Liskow & Lewis, APLC, where he heads up the firm’s tax practice. Mr. Angelico concentrates a significant part of his practice in the area of Louisiana state and local taxation
representing multinational, national, and local clients. He assists clients in connection with state and parish tax audits, tax planning strategies, and in administrative appeals and state and local tax litigation, involving all areas
of Louisiana taxation. Mr. Angelico earned his accounting degree from LSU and his law degree from Loyola University. Mr. Angelico is a board certified tax specialist and a licensed certified public accountant. He has been listed in
Best Lawyers in America in the specialty of tax law for the past several years. He is the past chairman of the Louisiana Tax Conference Committee, the Louisiana Taxation Committee, and the Legislation Committee for the Society of Louisiana
Certified Public Accountants, and he is a past president of the LCPA. Mr. Angelico has over 38 years experience in the tax field, the last 32 years as a lawyer with Liskow & Lewis. Mr. Angelico is the past chairman of the Taxation
Section of the Louisiana State Bar Association. For several years Mr. Angelico has taught courses for the LCPA on Louisiana Sales and Use Tax, Louisiana Ad Valorem Taxation, and Louisiana Tax Incentive Programs, and he is a frequent
author and lecturer on Louisiana state and local tax topics.
Andre Burvant, CPA, JD
Jones Walker • New Orleans, LA
Andre Burvant is a Partner in the Jones Walker Law Firm and practices in the Firm's Tax, Trusts & Estates Practice Group. Andre’s practice primarily includes state and local tax planning, audit defense, tax refunds and credits, and tax dispute resolution
in matters involving the Louisiana Department of Revenue and Louisiana’s local taxing agencies. Mr. Burvant has successfully represented clients in tax controversies before the Louisiana Board of Tax Appeals and in state and federal
Mr. Burvant frequently lectures on a variety of tax topics, including all aspects of state and local taxation. He has lectured at numerous programs presented by the Institute for Professionals in Taxation (IPT), the Tax Executives Institute, the Council
on State Taxation (COST), and the Louisiana Society of Certified Public Accountants. He currently serves as co author of the Louisiana Chapter of the Property Tax Deskbook, which is published by the American Bar Association, Section
of Taxation. Mr. Burvant also serves as one of only two Louisiana members of the National Association of Property Tax Attorneys. Mr. Burvant is a licensed Certified Public Accountant.
David Byrnes, AIF
Level Four Wealth Management • Plano, TX
David serves as the Practice Director for the Level Four Retirement Plan Team and handles all functions related to client’s retirement plans. This includes plan investment monitoring and management, plan investment fee and performance benchmarking and
compliance, enrollment and plan education. He works extensively with third party administrators on plan design as well as with CPAs on tax planning related to retirement plans.
David graduated from Oklahoma Christian University with a degree in Business Administration. He later continued his education in accounting at the University of Texas at Arlington.
Prior to joining Level Four Advisory Services, David worked as a staff accountant for a Bedford public accounting firm and as a tax accountant for Bass Enterprises. David has successfully completed the FINRA Series 7 and 63 registrations (held with LPL
Financial) and Series 65 registration (held with Level Four Advisory Services).
David and his wife Shanna have four children (and one daughter in law) and live in North Richland Hills, Texas.
Curt Gautreau, CPA, CCSP
Cost Segregation Initiatives • Baton Rouge, LA
Curt is President of Cost Segregation Initiatives and a Certified Member of the American Society of Cost Segregation Professionals, CCSP. He has been involved in the consultation with CPA’s and or directly with real estate owners and developers on a national
basis for the benefits and implementation of Cost Segregation and the surrounding taxation issues for the past 15 years. He is areas of specialization include Real Estate Taxation, Depreciation, Accounting Method Changes, Passive Losses
and Capitalization Rules. Curt currently serves as the National Vice President of the American Society of Cost Segregation Professionals. He also serves as the Chair of the Technical Standards Committee. He is a member of the AICPA,
past president of the Baton Rouge Chapter of the Louisiana Society of CPA’s, and a member of the Young Entrepreneurs Organization (Y.E.O.)
James R. Hamill, CPA, PhD
Reynolds Hix & Co. • Albuquerque, NM
Jim Hamill is the Director of Tax Practice at Reynolds, Hix & Co., P.A., in Albuquerque, New Mexico, where he provides tax consulting services for real estate, partnership and corporate clients and also provides estate planning services for families.
He is also a managing member of Exchange Facilitators, LLC, which provides qualified intermediary and exchange accommodation titleholder services for Section 1031 exchanges. Jim is the author of over 30 CPE courses and more than 100
articles in professional tax journals and writes a weekly column on tax issues for the Albuquerque Journal. He has lectured on structuring tax transactions throughout the country for over 25 years and does web-based learning for CCH
and other organizations. He is a CPA in New Mexico, a past Chair of the New Mexico Society of CPAs, has 37 years of experience as a tax practitioner and also taught university tax courses for more than 20 years.
Raymond Ladouceur, JD, MBA, CPA
Ray Ladouceur, CPA, LLC/Ladouceur Law Firm, LLC • Abita Springs, LA
Ray Ladouceur is devoted primarily to estate planning, wills, trusts, succession administration, taxation, business law, commercial litigation, and contracts. He has represented clients in federal and state courts on a variety of matters and has served
as a court-appointed executor and trustee. Ray also offers tax compliance services through his CPA firm, Raymond P. Ladouceur, CPA, LLC.
Brandon Lagarde, CPA, JD, LLM
Postlethwaite & Netterville • Baton Rouge, LA
Brandon Lagarde, CPA, JD, LLM is a Director in the Postlethwaite & Netterville Tax Services Group. Brandon joined the firm in 2009. Prior to joining P&N, Brandon practiced tax law at the law firms of Baker Donelson and Jones Walker. As a leader in the
firm’s Tax Services Group, Brandon concentrates his practice on tax planning and consulting for federal and state income taxes and state and local sales and use tax. Brandon works with clients of all sizes in a variety of industries
and assists those businesses with navigating the tax complexities of today’s highly regulated environment. Brandon has extensive experience assisting clients with tax issues associated with the Tax Cuts and Jobs Act (aka "Federal Tax
Reform"), the Affordable Care Act, Louisiana income and sales taxation, tax planning for closely-held business, trusts and estates, multi-state planning and compliance, and mergers and acquisitions. Brandon is a frequent speaker on
a variety of tax topics, including Federal Tax Reform, the Affordable Care Act, Louisiana taxes and general income tax planning.
Brandon is a member of the AICPA (Tax Section), where he serves on the Tax Practice Management Committee and the National Tax Conference Planning Committee, the LCPA, where he serves as the Chair of the State and Local Tax Committee and as a member of
the Legislative Committee, and as a member of the Baton Rouge Chapter of the LCPA, American Bar Association (Tax Section) and Louisiana Bar Association (Tax Section). Brandon is a graduate of Leadership Greater Baton Rouge, a year-long
leadership program of the Baton Rouge Area Chamber (BRAC) and was named to the Baton Rouge Business Report's Top 40 under 40.
Bourgeois Bennett, LLC • New Orleans, LA
Les Nettleton serves as the firm’s Director of Information Technology Services. In that capacity, he manages the team of specialists that both supports the technological infrastructure of Bourgeois Bennett and provides individualized technology services
to the firm’s diverse client base. Les has specialized experience in the areas of systems analysis, technology management consulting, database management and information systems training. He regularly addresses academic, community
and professional groups and organizations, both locally and nationally, on a variety of technology topics and provides technology training to the firm’s staff.
Active in the community, Les is on the Board of Directors of Crimestoppers of Greater New Orleans. He is a member of the St. Catherine of Siena Pastoral Council. He is also an Assistant Scoutmaster with the Boy Scouts. He is a member of the American Institute
of CPAs Technology Sector. Les is also a member of Technology Section for AGN North America, an international association of 200 accounting and consulting firms.
Anthony J. Nitti, CPA, MST
RubinBrown • Denver, CO
Tony Nitti is a Partner in RubinBrown’s Tax Services Group. Nitti is a well-known contributor of tax content to Forbes, as well as a frequent speaker and trainer at seminars and webcasts across the country. He has 20 years of accounting and tax experience,
including working in the tax departments of Arthur Andersen LLP, Price Waterhouse LLP, and, most recently, Withum.
Nitti focuses primarily on corporate and partnership tax planning, with a special focus on the consolidated return regulations and the reorganization provisions, including the structuring of acquisitions, mergers, reorganizations, spin-offs and other
Micah Stewart, JD, LLM
Laporte CPAs & Business Advisors • Baton Rouge, LA
Micah has experience in tax planning for partnerships, S corporations, corporations, individuals, gratuitous transfers, trusts, and estates. He also has an extensive background in international tax planning. Micah is a leader in LaPorte’s Tax Cuts and
Jobs Act planning group and has given numerous presentations on the law. His engagements include business and tax planning for national and international companies and assistance with reorganization, merger, and acquisition tax issues.
Alfred E. (Ted) Stacey IV, CPA
Bourgeois Bennett, LLC • New Orleans, LA
Ted Stacey is a retired partner at Bourgeois Bennett, L.L.C., a CPA and consulting firm in New Orleans. While there, he handled a variety of tax matters and specializes in tax research and planning for individuals and businesses. Ted received his undergraduate
degree from Loyola University of New Orleans and his masters from the University of New Orleans. He taught accounting at the University of Texas at Austin and is now on the faculties of both Loyola and the University of New Orleans.
Ted is a member of the American Institute of Certified Public Accountants and its Tax Section. He is a member of the Society of Louisiana Certified Public Accountants and has received the Society's Distinguished Service Award and Outstanding Discussion
Ted has discussed tax issues on many of the New Orleans radio and television stations and has addressed many local, state and national organizations. After Hurricane Katrina, he worked closely with the Society of Louisiana Certified Public Accountants
and the IRS concerning the disaster and its related tax issues.
Ted has been a speaker at the AICPA National Industry Conference and the AICPA Conference on Tax Strategies for the High Income Individual. He has also led seminars for the Society of Louisiana Certified Accountants and for its chapters.
Ted is a recipient of the Monte M. Lemann Award in recognition of his contributions to Louisiana Civil Service.
Michael A. Villa, Jr., JD, LLM
Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX
Mike was named a Texas Super Lawyer in Texas Monthly and Texas Super Lawyer Magazines in 2013-2018 . In 2010-2013, he was named a Texas Rising Star. Mike focuses on resolving federal tax controversies and white collar crime, including securities, tax
and bank fraud. He represents individuals, closely-held businesses, and large corporations in IRS audits, appeals, and litigation, as well as in business disputes and lawsuits involving fraud, breach of contract, breach of fiduciary
duty, deceptive trade practices act violations, non-compete violations, business torts, and other commercial disputes.
Prior to joining the firm in 2007, Mike worked in Washington, D.C. as a Congressional intern to U.S. Senator John Breaux (Retired) and worked as an Associate with a regional law firm in New Orleans, Louisiana. In 2004-2005, he served as a Judicial Clerk
to the Honorable James J. Brady, U.S. District Court, Middle District of Louisiana.
J. Benjamin Warren Jr., JD, LLM
Warren & Baker, LLC • Shreveport, LA
J. Benjamin Warren Jr. is a Member of the Shreveport law firm of Warren & Baker, LLC. Ben's practice focuses primarily on corporate, partnership and planning areas with an emphasis on federal and state taxation. He has represented a variety of public
and private business clients in numerous transactions involving acquisitions, mergers and reorganizations. He has successfully represented companies and estates before the various appeals offices of the Internal Revenue Service, the
United States Tax Court, U.S. District Court, Court of Federal Claims and other tribunals concerning tax deficiency matters, claims for refund, complex audits and litigation matters. Ben is a frequent lecturer on taxation and planning
issues. He has given presentations for the Louisiana State University Law School, Louisiana Bar Association, Louisiana Society of CPAs, the Tax Estate Planning Counsel of Shreveport and other professional and civic organizations. He
has been listed in the Woodward/White Publication, The Best Lawyers in America, for tax law since 2006. He has been listed in Super Lawyers® for Louisiana in corporate law and tax law since the listing began in 2007. Ben received his
undergraduate degree in accounting from Louisiana State University in 1984. He received his law degree from Louisiana State University in 1987. He obtained an LL.M. in Taxation from New York University School of Law in 1988. He is
a Board Certified Tax Law Specialist under the Louisiana Board of Legal Specialization. He is licensed to practice in Louisiana and Texas. He is a past Chairman of the Tax Section of the Louisiana State Bar Association. He is a past
Chairman of the Tax Law Advisory Commission of the Louisiana Board of Legal Specialization of the Louisiana State Bar Association. Ben is a past Chairman of the Examination Committee for the Tax Law Advisory Commission for the Board
Certification Exam for Tax Law Specialization. He is also a former President and Board Member of the Tax and Estate Planning Counsel of Shreveport. Ben is a member of the State Bar of Texas (State Bar College status); State Bar of
Louisiana and Shreveport Bar Association. He is a member of the Committee of One Hundred for Shreveport-Bossier.
Hilton New Orleans Riverside
#2 Poydras Street
New Orleans, LA
Group Rate: $139*
Cut-off date: 12/2
*Note: Mention 2019 Tax Conference to get this rate when reserving by phone.
Sponsorships for this event are still available. Check our Marketing Guide for packages and pricing
or contact Misean Reed for more information.
First Day Only
Second Day Only
To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.
To register by mail, fill out our Individual Registration Form and mail it to 2400 Veterans Blvd., Suite 500, Kenner, LA 70062.
Need to register more than one person? Fill out our Group Registration Form and email it to firstname.lastname@example.org.