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CLE: 2014 Tax Update
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Sponsored by BAMSL's Taxation Section 2.3 Missouri MCLE Hours

When: January 15, 2014
3:00 p.m. to 6:00 p.m.
Where: BAMSL Bar Center - Classroom
555 Washington Ave, Suite 100
Saint Louis, Missouri  63101
United States
Presenter: BAMSL's Taxation Section
Contact: Shannan Deemie

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2.3 Missouri MCLE Hours


This program will provide updates or changes in tax law in the following subjects:

  • Tax Consequences of Recent Supreme Court Rulings on Same-Sex Marriage
  • Recent Developments in Trusts & Estates Taxation
  • Taxes affected by the Affordable Care Act
  • Naming Trusts as Beneficiaries of Retirement Plans
  • Tax Controversy

The speakers will discuss how these new changes may affect or can be applied to your practice moving forward.



2:30 - 3:00 p.m.Registration
3:00 - 3:25 p.m.Tax Consequences of Recent Supreme Court Rulings on Same-Sex Marriage - Phillip D. Speicher
3:25 - 3:50 p.m.Recent Developments in Trusts & Estates Taxation - Scott T. Filmore
3:50 - 3:55 p.m.Break
3:55 - 4:20 p.m.Taxes affected by the Affordable Care Act - Apollo D. Carey
4:20 - 4:45 p.m.Naming Trusts as Beneficiaries of Retirement Plans - Keith A. Herman
4:45 - 5:00 p.m.Tax Controversy - Sara G. Neill
5:00 - 6:00 p.m.Networking Reception (Included with Registration)



Phillip D. Speicher is a shareholder with Mathis, Marifian & Richter (MM&R), who focuses his practice in business law, taxation, estate planning and real estate law. Philip provides legal counsel to a wide variety of clients in matters pertaining to business transactions and tax planning, Internal Revenue Service (IRS) controversies, corporate mergers and acquisitions, wills and trusts, and estate and gift tax planning. Philip also provides representation to individuals, corporations, partnerships and limited liability companies in IRS audits and in litigation before the United States Tax Court. Philip also provides tax exemption planning services for charitable organizations and other not-for-profit entities.

Scott T. Filmore is Of Counsel at Stinson Leonard Street LLP. His practice is concentrated in estate planning, trust and estate administration, and trust and estate-related litigation. In particular, Scott has extensive experience in the following areas: drafting sophisticated estate planning instruments, including wills, revocable trust instruments, several different types of irrevocable trust instruments, prenuptial agreements and durable powers of attorney, along with the tax planning and asset transfers that are related to the preparation of these instruments; representing both individuals and corporate fiduciaries in litigation matters involving trusts and estates under both federal and state law; preparing fiduciary, estate and gift tax returns and defending clients in IRS audits; and the administration of decedents' estates and post-mortem trusts, including the funding of trusts in a manner that will minimize estate, generation-skipping transfer and income taxes.

Apollo D. Carey is an associate at Sandberg Phoenix & Von Gontard, P.C. Apollo practices general corporate and business law with a focus in the areas of federal tax law, state and local tax law, commercial real estate transactions, executive compensation, employee benefits, mergers & acquisitions, and business operation/organization. Apollo represents both public and private entities in a variety of transactional and business litigation matters. Apollo specializes in representing individual and corporate owners of commercial real estate in specialized legal matters including property tax appeals and litigation, acquisition, disposition, development, construction, and land use issues. Apollo routinely provides a cost/benefit analysis to his clients of any proposed legal action and his representation strategy is designed to aid his clients in meeting their bottom lines. Apollo previously worked as a Commercial Real Estate Appraiser with the St. Louis County Assessor’s Office. He has also served as a Hearing Officer for the St. Louis County Board of Equalization, hearing Commercial Tax Appeals. Apollo also worked as an associate for a medium-sized local law firm in the areas of Business and Personal Injury Litigation.

Keith A. Herman is an Officer in the Trusts & Estates Practice Group of Greensfelder, Hemker & Gale, P.C., and is a Fellow of the American College of Trust and Estate Counsel (ACTEC). Mr. Herman has a wide range of experience with estate planning, including the more sophisticated aspects of wealth preservation and transfer tax planning for high net worth individuals. He has worked extensively with retirement account planning, asset protection, and family owned business succession planning. Mr. Herman has published articles for Probate & Property, the Missouri Bar Journal, Advanced Underwriting Services Online, the St. Louis Bar Journal, and St. Louis Lawyer. Mr. Herman is a member of the American Bar Association’s Real Property, Probate & Trust Law Section, the Missouri Bar’s Probate & Trust Law Committee, the Estate Planning Council of St. Louis, and the Planned Giving Advisory Council of the St. Louis Public Library Foundation. Mr. Herman is the Vice Chair of the Tax Section of the Bar Association of Metropolitan St. Louis. He frequently speaks at legal and educational programs.

Sara G. Neill is a shareholder and the chair of the Civil & Criminal Tax Controversy practice group at Capes Sokol Goodman & Sarachan, P.C. Ms. Neill regularly defends individuals and businesses under investigation for or charged with tax and other white collar crimes. She represents clients through all stages of criminal tax investigations and litigation and handles sensitive IRS audits and appeals. Ms. Neill frequently advises clients in responding to grand jury subpoenas and IRS summonses. In addition to tax fraud defense, Ms. Neill handles civil tax controversy matters, including IRS audits, appeals, litigation before the U.S. Tax Court and U.S. District Courts and significant tax collection cases. Ms. Neill advises and represents clients in voluntary disclosure matters, claims for innocent spouse relief, summons enforcement proceedings, claims for refund, trust fund recovery penalty matters and requests for penalty abatement. Ms. Neill defends lawyers and accountants in preparer/promoter investigations and appeals, handles injunctive proceedings brought by the U.S. Department of Justice and advises professionals with respect to matters involving the IRS Office of Professional Responsibility. Ms. Neill is the Chair of the Taxation Section of the Bar Association of Metropolitan St. Louis and the Co-Chair of the ABA Tax Section’s Civil and Criminal Penalties Committee’s Sub Committee on Important Civil Developments. She serves on the Advisory Board for the University of Missouri—Columbia Tax Law Society and is an active member of the St. Louis Lawyers Association and the St. Louis Women’s Law Association. She frequently speaks on issues relating to civil and criminal tax controversy.



(After 1/8/2014)
BAMSL Members$45.00$55.00
Student Members$10.00$20.00


The Bar Association of Metropolitan St. Louis | 555 Washington Avenue, Suite 100 | St. Louis, MO 63101-1249 | (314) 421-4134 | Fax: (314) 421-0013

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