University of Kentucky Income Tax Seminar Program
University of Kentucky Income Tax Seminar Program

Instructors

Instructors

Instructors

About the Instructors 

Our primary instructors include seasoned, experienced CPAs who have a keen understanding of tax laws, legislation updates, and return preparation.  Our instructors incorporate and share their own day-to-day experiences in their presentations to enhance our participants’ understanding of key topics.

The UK Income Tax Seminar partners with the Internal Revenue Service, Kentucky Department of Revenue, and University of Kentucky Farm Analysis Specialists to provide targeted presentations in the areas of federal income tax topics, Kentucky tax legislation, and Agricultural issues. The UK Income Tax Seminar is the only tax seminar program in the state of Kentucky that includes speakers from the Internal Revenue Service and the Kentucky Department of Revenue.

Instructors

James Blandford, the President and Shareholder for Klump Blandford Huff, PSC, is a native of Owensboro, Kentucky. He received a bachelor’s degree in accounting and a master’s degree in business administration from the University of Louisville. He has worked in financial services, public accounting, asset management, insurance and manufacturing. Jimmy’s focus is providing tax, accounting and advisory services to individuals and businesses with a proactive and progressive approach.

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Bill is the Managing Member of Summit CPA. Summit is a strategic tax planning and family office consulting firm. Bill has over 18 years of consulting and public accounting experience.  He specializes in providing comprehensive, personalized, and proactive advisory services to ultra-high net worth individuals, multi-generational families, family offices, and foundations. His experience also includes complex entity and deal structuring, business advisory services, strategic tax planning, guidance on transfer of wealth and family philanthropy, and risk management. Bill is a member of the American Institute of Certified Public Accountants and the Kentucky Society of Certified Public Accountants. Bill received his Bachelors of Science degree in Accounting from Indiana University Southeast. He currently resides in Louisville.

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Stacey Huff, Vice President and Shareholder for Klump Blandford Huff, PSC, is a Louisville native who graduated from Bellarmine College, cum laude, with a degree in Accounting.  More than 20 years of her career have been spent in the public accounting sector.  In addition to her focus on individual and business taxation, Stacey also has significant experience in both the Affordable Care Act compliance reporting as well as tax reporting and consulting for not-for-profit organizations. She currently serves as an active board member for the Louisville Forum as its President.

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Jerry Pierce, Kentucky Farm Business Management Program Coordinator

Jerry Pierce has been State Coordinator of the Kentucky Farm Business Management program for the University of Kentucky Department of Agricultural Economics since October 2007. He has worked with Extension Farm Management and Farm Analysis programs since 1987 in North Carolina, Alabama, and Kentucky.  Mr. Pierce acquired Bachelor of Science and Master’s degrees from Auburn University in Agricultural Economics. He taught the Agricultural Tax workshop for the Auburn University Tax Practitioner Seminars for four years and has taught the Ag Chapter for the University of Kentucky Income Tax Seminars for the last eleven years.
 

Laura Powers, Area Extension Specialist in Farm Business Management, Pennyroyal

Since September 2012, Laura Powers has been a Farm Business Analysis Specialist in the Pennyroyal Farm Analysis Group, located in Hopkinsville, Kentucky.   Laura spent the previous five years as an Extension Specialist with the University of Kentucky, Department of Agricultural Economics, working in tobacco financial analysis and labor education. She has both a Bachelor’s and Master’s Degree in Agricultural Economics from UK. Previous work experience includes time as a Credit Analyst with CoBank and a Business Development Specialist with the Kentucky Center for Agricultural and Rural Development.  Over the past 16 years, Laura has worked with hundreds of farmers in Kentucky and surrounding states on various management, financial, labor and tax issues.
 

Jonathan Shepherd, Extension Specialist

Jonathan Shepherd is a former area Extension Specialist with the Kentucky Farm Business Management Program with the University of Kentucky.  In that capacity, he assisted farm families in the Lincoln Trail Farm Analysis Group with financial recordkeeping and farm management decision making.  He teaches Farm Management Principles at UK. He holds BS and MS degrees in Agricultural Economics from the University of Kentucky.

John Linstead is a Senior Stakeholder Liaison with Internal Revenue Service, Office of Stakeholder Liaison Field in Cincinnati, Ohio. He works with tax professional organizations and small business organizations across Ohio and Indiana to educate them about the tax laws and about their federal tax responsibilities. During his 30 years with the IRS he has held the positions of Tax Examiner, Tax Auditor and Appeals Officer prior to joining Stakeholder Liaison in September of 2005.

The Kentucky Department of Revenue will have a representative teaching at each of the UK Income Tax Seminar locations.

Please visit their site here:  https://revenue.ky.gov/Pages/index.aspx 

Contact Information

Kathy C. Roe
Program Coordinator

301 C.E. Barnhart Building Lexington, KY 40546-0276

+1 (859) 218-5112

kathy.roe@uky.edu