Estate Planning Conference - HYBRID

 

Turney P. Berry is with the Louisville Office of Wyatt, Tarrant & Combs, LLP and the leader of the firm's Tax, Business & Personal Planning Service Team. Mr. Berry concentrates his practice in the areas of estate and business planning, estate and trust administration, and charitable planning. Mr. Berry is past Regent of the American College of Trust and Estate Counsel (better known as ACTEC), delivered the 2024 Trachtman Lecture, has been President of the ACTEC Foundation, Kentucky State Chair, and chair of the Charitable Committee and the Estate and Gift Committee, and is currently Chair of the State Laws Committee. He is a Uniform Law Commissioner and led or been a member of the drafting committees for the Uniform Acts dealing with Decanting, Fiduciary Income and Principal determinations Electronic Wills, Directed Trusts, and Conflicts in Trusts and Estates, among many others. He is a Fellow of the American College of Tax Counsel, a member of the American Law Institute, and serves on the Heckerling Institute Advisory Committee, the Advisory Committee for Bloomberg/BNA, and the Advisory Committee for Trusts and Estates monthly, and is a member of the Joint Editorial Board for Trusts and Estates He is a member of the National Association of Estate Planning Councils Hall of Fame, and is listed in Woodward/White's The Best Lawyers in America®, Kentucky Super Lawyers, and Chambers. Mr. Berry is a frequent lecturer and writer, teaches Business Succession Planning in the University of Miami Estate Planning LLM program, and has been an adjunct professor at the Vanderbilt University School of Law, the University of Louisville Brandeis School of Law, and the University of Missouri School of Law. He chairs Louisville's Center for Interfaith Relations, is President of the Daily Walk Sunday School class at Christ Church United Methodist in Louisville, and is Chair of the Civilian Review and Accountability Board which investigates and reviews allegations of police misconduct. He is also a member of the Honorable Order of Kentucky Colonels and Louisville Downtown Rotary.

 

I am a co-owner of Lambda Tax LLC, a tax, accounting, and financial planning company based in the Chicagoland area. We provide these services on a sliding-scale basis to individuals and entities of all backgrounds, with efficiencies realized in ongoing technical improvement. I am also returning to my roots in the arts using my AVL skills to bring change to Wrestling Wars through an enhancement of their video recording and editing processes, as well as accommodating their transition between venues. I have a history of 3+ years of tax preparation experience, including at Deloitte, and 5+ years working in concert, theatrical, house of worship, education, and commercial environments for lighting, sound, and video. I was published in 2025 in the Kentucky CPA Journal. A minority of my experience includes time as a performance analyst and as a web developer. I sit on the Illinois CPA Society Individual Tax Committee, the Kentucky Society of CPAs' Estate Planning Committee, and co-chair Ladder Up's Associates Board. My professional credentials include the CPA (Certified Public Accountant), EA (Enrolled Agent), and CFE (Certified Fraud Examiner). I hold a Bachelor's in Accounting from the University of Cincinnati. I am pursuing my Certified Financial Planner credential.

 

A member of Dentons’ US Tax practice, Helen V. Cooper focuses on tax controversy and litigation. Helen uses her unique background in both law and accounting to help businesses, as well as high income, high net worth individuals and families, proactively anticipate and resolve potential conflict with tax authorities through advice, memorandum, and opinions designed to mitigate risk and minimize liability. She represents taxpayers before the US Tax Court and other various courts. She also represents taxpayers administratively in examination. Additionally, she advises clients on developments in the Internal Revenue Code, regulations, and case law. Helen is a frequent presenter and author, contributing thought leadership on trends that affect taxpayers. Before joining Dentons, Helen worked at EY. At EY, she was part of teams serving mid-size to Fortune 500 Companies. In the tax controversy space, Helen worked on Large Business & International (LB&I) and Small Business /Self-Employed (SB/SE) Internal Revenue Service audit engagements for corporations and pass-through entities throughout the Midwest and South. She has helped with IDR responses, document productions, protests and Appeals presentations. In the planning space, Helen worked on teams that engaged in accounting methods planning and adoption, where she regularly interfaced with EY National Tax to help prepare accounting method changes. She has also worked on Research & Development Credit studies, including for a client that claimed over US$20 million in federal and state credits, and a Meals & Entertainment study for a utility company in the Southeast, which used statistical sampling. Additionally, Helen has assisted with tax planning and defense for companies in the manufacturing, construction and software industries. She also served on teams that submitted Requests for Proposal to an EY G360 client and for a large in-bound Canadian company. Helen is a Certified Public Accountant. Before becoming a CPA, she practiced law at a multi-state creditor’s rights firm. Her experience includes representing institutional clients in Kentucky and Indiana state courts, and federal district courts. She also worked on the firm’s litigation team that defended attorneys in federal Fair Debt Collection Practices Act (FDCPA) cases. In law school, Helen served as a tax extern in the IRS Office of Chief Counsel, where she helped with a complex tax shelter case. She also externed at the United States Attorney’s Office.

 

Nick is a Director with Deming, Malone, Livesay & Ostroff (DMLO). He is a member of the Wealth Advisory Group and the Forensic Accounting, Litigation Support & Business Valuation niche. Experience Nick has over fifteen years of experience practicing public accounting in Louisville and Lexington. His primary focus is tax with special interest in individual, business, fiduciary, estate, and gift tax. Nick's experience includes code compliance, federal/state estate tax returns, fiduciary income tax returns, gift tax returns, and business valuations. Education and Certifications Nick earned a Bachelor of Science degree in Economics from Centre College, and a Masters of Science in Exercise and Sports Science from the University of Florida. He is licensed to practice as a CPA. In addition, he earned the Accredited in Business Valuation (ABV) credential, granted through the American Institute of Certified Public Accountants exclusively to CPAs who demonstrate considerable expertise in business valuations, through their knowledge, skills, and experience. Approximately 1% of the 377,000 CPAs represented by the AICPA in the U.S. have obtained this specialized credentials. Nick is a graduate of Focus Louisville and Ignite Louisville. Professional Memberships and Activities Professional memberships include the American Institute of Certified Public Accountants, the Kentucky Society of Certified Public Accountants (KyCPA), and the Estate Planning Council of Metro Louisville. Nick currently serves on the Executive Committee of the Estate Planning Council of Metro Louisville and has served as Secretary/Treasurer and President. He previously served as the Chair of the KyCPA Small Business Committee. He is also a member of Hunting Creek Country Club.

 

Lane M. Thompson is an associate attorney at Bricker Graydon Wyatt LLP in Louisville, Kentucky, where he focuses on trusts, estates, and personal planning. He advises fiduciaries on trust compliance, develops and implements sophisticated estate and tax planning strategies, and counsels high-net-worth clients on complex planning matters. His practice also includes probate and trust administration, as well as the preparation of federal estate, gift, and state inheritance tax returns. Prior to his legal career, Lane worked as a senior accountant at Louis T. Roth & Co., PLLC, where he provided tax planning and preparation services, and advised clients on tax and financial matters.

 

A legal and business professional with over fifteen years of business development, legal, and entrepreneurial experience at a large regional law firm and two financial services companies. A driven and energetic leader with a record of success establishing personal and employer-based goals and then clearly articulating the strategy for achieving those goals in a way that is both understandable and achievable. Passionate about business development with a keen understanding of the important role that community engagement can play in securing both current and future business opportunities. A frequent author of articles and public speaker about issues facing the wealth management industry, such as how best to transition ownership of a business, tax planning, estate planning, special needs planning, and comprehensive financial planning.