Salk Institute

Tax Seminar - May 15-17, 2013


Michael Bourland
Bourland, Wall & Wenzel, P.C.

Paul DostartMichael is the founding shareholder of Bourland, Wall & Wenzel, P.C., a Fort Worth, Texas law firm which represent individuals, closely held and family businesses, professional practices and charitable organizations within its areas of legal practice. He earned a B.A. from Baylor University and his J.D. from Baylor University School of Law. He earned his LL.M. in Taxation from University of Miami, Florida. Michael’s practice is directed to business, tax, estate planning, probate, charitable entity and charitable giving law.. He speaks regularly throughout the United States on subjects within his practice areas at seminars conducted by, among others, American Bar Association, American Law Institute-American Bar Association, Texas Bar Association, Texas Society of CPAs and Notre Dame, Duke and Tulane Universities. He speaks regularly to churches and church leaders on the creation of church foundations and contributes on subjects within his practice areas to publications including the New York Times, Nation’s Business, Business Week and Money magazine. Michael is a co-author of , first, second and third editions. Michael is adjunct professor of law, co-teaching the Nonprofit Organizations course of the Baylor University School of Law. He is a guest lecturer in estate planning at the law school as well as at Baylor University School of Business, and he has lectured on a range of subjects at Southern Methodist University School of Law, University of Texas School of Law and The Center for American and International Law.

Paul Dostart
Dostart Clapp & Coveney, LLP
LLP, Adjunct Professor of Law
University of San Diego Graduate Tax Program

Paul DostartPaul primarily counsels tax-exempt organizations on tax compliance, corporate governance, and fiduciary issues. He is a Life Fellow of the American Bar Foundation, a fellow of the American College of Tax Counsel, and a former chair of the San Diego County Bar Association Tax Law Section. He was the 2009 Chair of the Tax Exempt Organizations Committee of the California State Bar Tax Section, and an officer of the American Bar Association Tax Section Committee on Tax Exempt Organizations. Paul received his B.S. from Iowa State University, his J.D. from the University of Houston, his LL.M. in Taxation from New York University, and is registered as a CPA in Illinois. Mr. Dostart is an author of Chapter 12 (Required Tax Filings, Recordkeeping, Reporting, and Rights of Inspection) and Chapter 16 (Management of Charitable Funds).

Douglas K. Freeman
First Foundation Advisors

Douglas K. FreemanDouglas K. Freeman J.D., L. L. M. is Director of First Foundation Inc. and Senior Managing Director of First Foundation Advisors. He provides strategic planning and organizational management advice for business, nonprofit, foundation, and family clients. He has served as consultant to nearly 300 family foundations, support organizations and public charities throughout the United States. A retired tax attorney and founder of the Los Angeles-based law firm, Freeman, Freeman & Smiley, LLP, Doug is a past Chairman of the Board of Trustees of the University of California, Irvine Foundation and chairman of its $1 billion campaign. He is currently a member of the Executive Committee of the Board of Directors of Orange County’s Pacific Symphony and a member of the Board of Advisors of the University of Southern California Center on Philanthropy and Public Policy.

Edwin K. Hunter
Hunter, Hunter & Sonnier, LLC

Edwin K. HunterEdwin practices law in Lake Charles, Louisiana and is a member of the Louisiana, Texas and District of Columbia Bars. He is a Board Certified Tax Attorney, a graduate of the LSU Law School where he was inducted into Order of the Coif and edited the Louisiana Law Review. He has spoken on tax, estate planning and philanthropy at continuing legal education programs in Colorado, Florida, Hawaii, Mississippi, Louisiana and Texas, as well as published articles on these topics and mineral law. Public Service- past chair of the Section on Taxation of the Louisiana State Bar Association, member of the Louisiana Educational Television Authority, member of the Governor's Commission on Public Broadcasting, counsel for the Louisiana Commissioner for Indian Affairs; Philanthropy- a founding director of the Community Clinic of Southwest Louisiana and the Community Foundation for Southwest Louisiana; trustee for the Joe W. and Dorothy Dorsett Brown Foundation, the Fritz Lang Foundation, the Olive Tupper Foundation and the Chambers Medical Foundation. Business- director of companies in the fields of cardiology, orthopedics, stem cell research and nutraceuticals.

Bob Kelly
President & CEO

Bob Kelly For more than 15 years, Bob has overseen all activities, programs and asset management within The San Diego Foundation. A longtime San Diegan, Bob built his career in philanthropy over several decades. Prior to joining The Foundation, Bob served as the Executive Director of the American Cancer Society in San Diego and Vice President of Southern California. He also spent significant time with Sharp Health Care, where he served as Assistant to the President and Senior Vice President and Chief Operating Officer for Sharp Health Care Foundation. Bob also worked as Senior Vice President for CCP and Associates – a comprehensive cancer center consulting firm.

Bob's community service activities include time spent as a board member of the San Diego Symphony Foundation, the San Diego Real Estate Foundation, Beauchamp Charities, Sharp Healthcare, the Children’s Initiative, and League of California Community Foundations. He’s a past President of the UCSD Alumni Association, past Board Chair of Youth for Progress, and past Board Chair of San Diego Grantmakers. He’s also served on the boards of the San Diego Chamber Foundation, the San Diego Chamber of Commerce, the Elsinore Cattle Co. and the International Community Foundation. He is a member of the Downtown Rotary and a graduate of UC San Diego.

Patricia Jo Mayer
CPA, Senior Manager

Patricia Jo MayerPatricia Jo Mayer is a senior tax manager for Moss Adams LLP, which is the 11th largest accounting firm in the United States. She has specialized in tax and related tax planning with emphasis in not-for-profit organizations and private foundations, as well as complex high-net worth individuals, closely-held corporations, and real estate development.

Patty is the Southern California regional not-for-profit tax expert of Moss Adams; servicing the needs of Los Angeles, Orange County, Sacramento and San Diego offices. She is a designated quality control reviewer for the not-for-profit returns prepared by Moss Adams as well as the quality control tax reviewer for all San Diego office not-for-profit audit reports.

Patty serves on Moss Adams' Not-for-Profit Tax Committee. In this role, she has taught several tax-related seminars to firm wide Moss Adams not-for-profit tax professionals through Web-X and live seminars. She has also been a speaker at various not-for-profit seminars in the San Diego community sponsored by Moss Adams as well as an instructor for the National Business Institute relating to not-for-profit subjects. Patty regularly attends Tax-Exempt Organization seminars conducted by the Georgetown University Law Center and Private Foundation tax seminars sponsored by the Salk Institute.

She is a current board member and treasurer for Kids on the Block of San Diego, a non-profit organization and member of the San Diego Foundation Advisory Committee. She is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants, including AICPA Tax Division. She received her Bachelor of Science degree in Business Administration specializing in accounting from San Diego State University.

Suzanne Ross McDowell
Partner, Steptoe & Johnson, LLP

Suzanne Ross McDowell Suzanne is a partner in the Washington office of Steptoe & Johnson LLP, where she focuses on the law of tax-exempt organizations with particular emphasis on tax, corporate governance, and commercial transactions. She has extensive experience with the nonprofit sector including representation of exempt organizations on a broad spectrum of matters as a private practitioner; service at the US Treasury Department where she was responsible for all legislative and regulatory issues affecting exempt organizations; and work as senior vice-president and deputy general counsel for the National Geographic Society where she developed cost-effective practical solutions for a wide variety of complex legal and business issues. Ms. McDowell is a frequent speaker at conferences and is the author of several papers. She currently serves on the advisory board of The Exempt Organization Tax Review and the Journal of Taxation of Exempt Organizations. She co-authors Steptoe's Exempt Organizations Advisory.

Anthony D. Werley
Chief Investment Office of the Endowments & Foundations Group, JP Morgan

Anthony D. Werley Anthony D. Werley joined JP Morgan in 2003 as a Managing Director and is currently the Chief Investment Officer of the Endowments & Foundations Group.

Mr. Werley has served in management, sales and investment capacities for institutional and private clients for over 30 years. He was an early adopter of alternative strategies in multi asset class portfolios, and has actively promoted the practice of open architecture portfolio construction around a firm's core competencies. Prior to joining the firm he was with the Greystone consulting unit within Morgan Stanley as Head of US Transaction Advisory. Earlier in his career, he served as President and co-founder of Asian research and private equity boutique Clarion Capital and was the Global Head of Private Client Services for CS First Boston. Previous to his current role he was the Global Head of Portfolio Construction within the JP Morgan Private Bank.

Mr. Werley holds a B.A. from Georgetown University and an M.B.A. from New York University.

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