Institute on State and Local Taxation 2024 (presented by NYU School of Professional Studies) – DAY 2

Lynn A. Gandhi
Eric M. Anderson
Eugene J. Gibilaro
Breen Schiller
Nicole Crighton Vescio
Mitchell A. Newmark
Brian Oliner
Greg Rottjakob
James E. Long
Aliza L. Sherman
Maria M. Todorova
Jack Trachtenberg
Marc A. Simonetti
Carolynn Kranz
Grace Kyne
Alysse McLoughlin
Jeffrey A. Friedman
Richard Pomp
Philip Tatarowicz
Hollis Hyans
Shirley K. Sicilian
Bruce P. Ely
Jennifer Stosberg
Dale Y. Kim
Patrick J. Reynolds
Robert J. Tuinstra
Marji Gordon-Brown
Jamie Yesnowitz
Michael J. Hilkin
Danielle Ahlrich
Josh Pens
Brian Kirkell
Richard C. Call
Drew VandenBrul
David J. Shipley
Timothy G. Schally
Ray Langenberg
Lindsay LaCava
Georgios I. Tsoflias
Richard Genetelli
John Biello
Patrick M. Browne
Amanda Hiller
Marita Sciarrotta
David A. Hughes
Ginny B. Kissling
Jeremy P. Gove
Douglas L. Lindholm
Michael Garcia
Jeremy Abrams
Jaye A. Calhoun
Matthew F. Cammarata
Nikki E. Dobay
Stephanie Lipinski Galland
Matt Hunsaker
Jennifer Karpchuk
Michael Kelley
Burnet “Burnie” R. Maybank
Leah Robinson
Mark F. Sommer
Masha M. Yevzelman
Matthew Duca
Justin Hill
Lynn A. Gandhi | Foley & Lardner LLP
Eric M. Anderson | Andersen Tax LLC
Eugene J. Gibilaro | Blank Rome LLP
Breen Schiller | EY
Nicole Crighton Vescio | KPMG LLP
Mitchell A. Newmark | Blank Rome LLP
Brian Oliner | Federation of Tax Administrators
Greg Rottjakob | State Income and Franchise Tax
James E. Long | Bradley
Aliza L. Sherman | Stevens & Lee
Maria M. Todorova | Eversheds Sutherland LLP
Jack Trachtenberg | Deloitte
Marc A. Simonetti | State Tax Law LLC
Carolynn Kranz | Sales Tax Institute
Grace Kyne | EY
Alysse McLoughlin | Jones Walker LLP
Jeffrey A. Friedman | Eversheds Sutherland LLP
Richard Pomp | University of Connecticut
Philip Tatarowicz | Georgetown Law
Hollis Hyans | Morrison & Foerster LLP
Shirley K. Sicilian | KPMG
Bruce P. Ely | Bradley Arant Boult Cummings LLP
Jennifer Stosberg | Multistate Tax Commission
Dale Y. Kim | PwC
Patrick J. Reynolds | The Federal Tax Authority, LLC
Robert J. Tuinstra | Corteva
Marji Gordon-Brown | MacAndrews and Forbes
Jamie Yesnowitz | Grant Thornton Advisors LLC
Michael J. Hilkin | McDermott Will & Emery
Danielle Ahlrich | Ryan Law
Josh Pens | Colorado Department of Revenue
Brian Kirkell | RSM US LLP
Richard C. Call | McDermott Will & Emery
Drew VandenBrul | Grant Thornton
David J. Shipley | Stevens & Lee
Timothy G. Schally | Michael Best & Friedrich LLP
Ray Langenberg | Texas Comptroller of Public Accounts
Lindsay LaCava | Baker McKenzie
Georgios I. Tsoflias | Reed Smith LLP
Richard Genetelli | Genetelli
John Biello | Connecticut Department of Revenue Services
Patrick M. Browne | Pennsylvania Department of Revenue
Amanda Hiller | New York State Department of Taxation and Finance
Marita Sciarrotta | New Jersey Division of Taxation
David A. Hughes | Kilpatrick Townsend & Stockton LLP
Ginny B. Kissling | Ryan, LLC
Jeremy P. Gove | Eversheds Sutherland (US) LLP
Douglas L. Lindholm | Council On State Taxation
Michael Garcia | Ryan, LLC
Jeremy Abrams | Foley & Lardner LLP
Jaye A. Calhoun | Kean Miller LLP
Matthew F. Cammarata | Lowenstein Sandler LLP
Nikki E. Dobay | Greenberg Traurig, LLP
Stephanie Lipinski Galland | Miles & Stockbridge
Matt Hunsaker | Baker & Hostetler LLP
Jennifer Karpchuk | Chamberlain, Hrdlicka
Michael Kelley | Microsoft
Burnet “Burnie” R. Maybank | Adams and Reese LLP
Leah Robinson | Mayer Brown
Mark F. Sommer | Frost Brown Todd LLP
Masha M. Yevzelman | Fredrikson & Byron P.A.
Matthew Duca | PwC
Justin Hill | KPMG
Live Video-Broadcast: December 16 – December 17, 2024
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Program Summary

The annual NYU School of Professional Studies Institute on State and Local Taxation addresses all major areas of taxation and attracts attorneys, accountants, state tax officials, tax directors, tax managers and anyone seeking expert discussion on the latest technical, legislative, and planning developments. The Institute is designed for the practitioner who must frequently anticipate and handle state and local tax matters. It provides high level updates, practical advice you can implement, and in-depth analysis of the latest developments and current issues in all areas of state and local taxation. Attendees learn practical solutions and valuable insights from leading authorities across the profession.

IMPORTANT NOTICE: Please note that myLawCLE only provides CLE credits. We do not provide CPE credits or any other type of credit.

Key topics to be discussed:

  • Learn about the year’s most important state and local tax developments from a national perspective
  • Obtain up-to-date analyses of state tax developments
  • Explore the most important professional challenges and ethical dilemmas that are reshaping the profession
  • Develop a working knowledge of the current issues in areas of state and local taxation

Date / Time: December 16, 2024

  • 8:25 am – 5:00 pm Eastern
  • 7:25 am – 4:00 pm Central
  • 6:25 am – 3:00 pm Mountain
  • 5:25 am – 2:00 pm Pacific

Date / Time: December 17, 2024

  • 8:25 am – 4:20 pm Eastern
  • 7:25 am – 3:20 pm Central
  • 6:25 am – 2:20 pm Mountain
  • 5:25 am – 1:20 pm Pacific

Closed-captioning available

Speakers

Lynn A. Gandhi_MyLawCLE.Lynn A. Gandhi | Foley & Lardner LLP

Practicing for more than three decades, Lynn A. Gandhi has acquired a wealth of experience as a sophisticated tax attorney, including 14 years as corporate in-house counsel, providing her extensive knowledge of the challenges facing businesses in their tax reporting obligations, risk management, and planning. Lynn is a partner in the firm’s Detroit office member of the Tax, Employee Benefits & Executive Compensation, and Estate Planning Practices. Lynn advises her clients on sophisticated multistate tax planning opportunities, manages complex audits, provides transactional support on the multistate tax implications of merger and acquisition transactions, constructs submissions for tax insurance policies, and assists with unclaimed property audits and voluntary disclosures.

She is a successful litigation attorney in tax matters at the administrative, trial, and appellate levels in multiple jurisdictions throughout the United States. Lynn is also a registered lobbyist and represents clients in legislative and policy initiatives across multiple industry platforms. Her clients include foreign- based companies with U.S. operations, Fortune 500 companies, private equity funds, as well as trade associations. She is sought out for her practical approach in resolving controversy matters, and when settlement is not possible, her strategic approach is to avoid unnecessary “scorched earth” litigation.

Lynn is well-known for her enthusiasm and engagement with tax policy initiatives and is considered a subject matter expert within her professional community. She has led legislative, administrative, and regulatory changes large and small to benefit business entities and their owners. Lynn is particularly well- versed in Michigan taxes, including unemployment taxes, gaming excise taxes, cannabis and liquor excise taxes, insurance company taxes, officer liability exposure, and unclaimed property laws.

Lynn has written extensively and is a frequent subject matter speaker on state tax topics, having published more than 60 articles and spoken or presented at over 100 events. She currently writes a State Tax Notes column entitled “Smitten with the Mitten.” Lynn is also an adjunct professor at Wayne State University Law School, her alma mater.

In addition to being an accomplished state tax attorney, Lynn is a licensed Certified Public Accountant (CPA).

 

Eric M. Anderson, Esq_Andersen Tax_myLawCLEEric M. Anderson | Andersen Tax LLC

Eric Anderson provides state and local tax services as part of the US National Tax practice. He has expertise in strategic tax planning, controversy representation, and tax risk management for clients across the firm. Eric also focuses on income tax planning and compliance, sales and use tax transaction planning, mergers & acquisitions, local tax matters, and administrative tax controversies. Eric also has extensive experience with unitary tax planning, business and non-business issues, and entity structuring to manage multistate tax liabilities.

Eric serves as an Andersen firm-wide resource for credit and incentive consulting, including negotiated incentives related to company expansions and training activities, as well as statutory tax credits. He has helped clients obtain refunds for a variety of statutory credits aggregating millions of dollars.

Eric has practiced in the state and local tax area since 1994. Before joining Andersen, he worked with international professional services firms consulting in a variety of state and local tax areas. He also held a tax planning position with a Global 100 technology consulting corporation, where his team led a global reorganization to place the company in a tax efficient structure leading up to an initial public offering.

Eric serves as an adjunct professor at the University of San Francisco School of Law. He previously taught state and local taxation in other law programs. He is also a frequent speaker at national and regional conferences.

 

Eugene-J.-Gibilaro,-Esq_Blank-Rome_myLawCLEEugene J. Gibilaro | Blank Rome LLP

Eugene Gibilaro focuses his practice on tax controversy and transactions primarily in the areas of state and local income and franchise tax, sales and use tax, and unclaimed property. He defends audits and litigates U.S. state and local tax matters before judicial courts and administrative tribunals around the country.

He has published articles on state and local tax topics for TEI Magazine, State Tax Notes, Law360, and the Journal of State Taxation. He also frequently delivers lectures on state and local tax issues and has spoken at the Annual Ohio Business Tax Conference, the Michigan Tax Conference, NYU Institute of State and Local Taxation and before numerous organizations, including New York University’s School of Professional Studies Tax Conferences in July; the Council On State Taxation; and the New Jersey Society of Enrolled Agents.

Prior to joining Blank Rome, Eugene was an attorney at a leading Am Law 100 firm focusing on tax controversy and also worked at one of the big four accounting firms, where he advised private equity and corporate clients on state and local income, sales and use, property and employment tax, and unclaimed property aspects of mergers and acquisitions in a variety of industries.

During law school, he served as a senior editor of the New York Law School Law Review and as a judicial extern for the Honorable Chief Judge Arthur Gonzalez of the U.S. Bankruptcy Court of the Southern District of New York.

 

Breen Schiller_myLawCLEBreen Schiller | EY

I am a Principal in EY’s National Tax group. I concentrate my practice in state and local tax planning and the resolution of state and local tax controversies for multi-state and multi-national corporations.

 

Nicole Crighton Vescio_myLawCLENicole Crighton Vescio | KPMG LLP

Introducing or re-introducing companies with complex state and local tax issues to KPMG. Specialties: Income and franchise tax, sales and use tax.

 

Mitchell-A.-Newmark,-Esq_Blank-Rome_myLawCLEMitchell A. Newmark | Blank Rome LLP

Mitchell defends audits and litigates U.S. state and local tax matters before judicial courts and administrative tribunals around the country. He has successfully argued cutting edge, precedential tax matters before state high courts, intermediate appellate courts, and trial courts on behalf of clients obtaining favorable outcomes across a wide range of industries.

He advises clients on all state and local income, gross-receipts, franchise, sales, use, excise, and miscellaneous taxes as well as myriad fees and unclaimed property obligations. He counsels clients on state and local aspects of sophisticated planning and transactional matters, such as acquisitions; dispositions; restructurings; and asset-based financing transactions, including inventory and off-take financing agreements. He has also successfully counseled individuals and estates regarding residency, domicile, and multistate taxability in audits and appeals.

Mitchell was named a Law360 Tax MVP in 2019. He routinely publishes articles on U.S. state and local taxation, which have appeared in leading industry publications such as Tax Executive, The Professional Journal of the Tax Executives Institute; Deal Lawyers; Law360 Tax; the New Jersey Bar Association Taxation Law Section Newsletter; the DealLawyers.com blog; State Tax Notes; COST State Tax Report; Association of Corporate Counsel; and Tax Management’s Multistate Tax Report.

He also frequently delivers lectures on state and local tax issues and has spoken before numerous organizations, including the New York University’s (“NYU”) Institute on State and Local Taxation; Georgetown University Law Center’s Advanced State and Local Tax Institute; New York University’s School of Professional Studies Tax Conferences in July; Vanderbilt University Law School’s Paul J. Hartman State and Local Tax Forum; The Tax Executives Institute; The Council on State Taxation; The Energy Tax Association; STARTUP; North Eastern States Tax Officials Association; New Jersey CPA Society; New Jersey Bar Association; New Jersey Society of Enrolled Agents; and the Chicago Tax Club.

Chambers USA notes that clients say Mitchell “is client-focused, knowledgeable and responsive,” and share that they are “highly appreciative of Mitchell’s awareness of organizational issues and ability to address them.”

Prior to joining Blank Rome, Mitchell was a partner at a leading Am Law 100 firm and spent six years as a deputy attorney general at the New Jersey Attorney General’s Office, where he represented the Division of Taxation, among other agencies and bodies, in court. He also counseled the Division of Taxation and other agencies on regulatory matters. From 1996–1997, he served as a law clerk for the Honorable Irwin I. Kimmelman, New Jersey Superior Court, Appellate Division.

 

Brian Oliner_myLawCLEBrian Oliner | Federation of Tax Administrators

Brian Oliner came to the Federation of Tax Administrators in September 2022 after serving 14 years in the Maryland Attorney General’s Office as principal counsel to the Comptroller of Maryland. Prior to serving as principal counsel, Brian served as an assistant attorney general representing the Comptroller of Maryland Compliance Division and Maryland Department of Human Resources.

His prior government positions include service as a supervising attorney with the Baltimore City Department of Social Services and as an assistant state’s attorney in Baltimore City. His career also includes working in a private law firm serving the business community.

He received his law degree from the University of Maryland School of Law and his undergraduate degree from the University of Maryland, Baltimore County. He has frequently appeared as a guest panelist speaking on various tax issues.

 

Greg Rottjakob_myLawCLEGreg Rottjakob | State Income and Franchise Tax

Greg Rottjakob is a Principal and National Leader of the State Income and Franchise Tax (SIFT) consulting practice at Ryan. Greg has over 30 years of proven professional tax experience, specializing in state and local tax focused on increasing shareholder value through creative, qualitative solutions. Greg focuses on developing corporate tax strategies in the areas of M&A transactions, audit defense, restructuring and refund claims.

Prior to Ryan, Greg was National Partner-in-Charge of Indirect Tax, Partner in-Charge of National Multistate Tax Services, National Growth Leader of Multistate Tax Services, Partner-in- Charge of New York City Multistate Tax practice and St. Louis office tax managing partner at Deloitte.

At Ryan, our core purpose is to liberate our clients from the burden of being overtaxed, freeing their capital to invest, grow and thrive.

Ryan is an eight-time recipient of the International Service Excellence Award from the Customer Service Institute of America (CSIA) for its commitment to world-class client service. Empowered by the dynamic myRyan work environment, which is widely recognized as the most innovative in the tax services industry, Ryan’s multi-disciplinary team of more than 2,800 professionals and associates serves over 16,000 clients in more than 50 countries, including many of the world’s most prominent Global 5000 companies.

 

James E. Long_myLawCLEJames E. Long | Bradley

Jimmy Long assists clients with state and local tax compliance and controversy matters, including income, franchise and transactional taxes. In addition, Jimmy has an active economic development practice in the area of tax incentives and credits, with particular emphasis on federal and state new markets tax credits and historic rehabilitation credits.

Jimmy represents businesses in state and local tax controversies throughout each stage of the proceeding, including the Alabama Tax Tribunal, Alabama circuit courts and appellate courts, and the U.S. Supreme Court. He has served as co-counsel to a coalition of multistate companies in resolving their corporate income tax appeals involving Alabama’s controversial intangibles add-back statute.

In economic development matters, Jimmy has advised businesses regarding the available state and local tax incentives for their particular project and assisted with obtaining (and preserving) these incentives, including Alabama’s capital credit, TIRA abatements and Job Acts incentives. He has also represented borrowers, investors and lenders in federal and state tax credit transactions, including the federal and Alabama new markets tax credit and historic rehabilitation tax credit.

Clients with federal tax issues rely on Jimmy for assistance with forming, acquiring, reorganizing and operating their businesses as corporations or various limited liability entities. He has also represented several clients in federal tax controversies and in obtaining favorable private letter rulings from the Internal Revenue Service.

Jimmy is a frequent author and presenter at national and regional seminars regarding state and local tax issues, including the Council On State Taxation and the Paul J. Hartman SALT Forum. He is also a regular contributor to State Tax Notes.

 

Aliza L. Sherman, Esq. _ Stevens & Lee_myLawCLEAliza L. Sherman | Stevens & Lee

Aliza represents clients in a variety of state tax matters, including corporate income, franchise, sales and use, realty transfer and personal income taxes. Her experience from working in accounting firms, as in-house counsel and as an attorney handling complex state tax litigation provides her with a comprehensive perspective to handling state tax matters. Aliza assists clients with state tax audits, administrative appeals and, when necessary, litigation. She has represented clients in state tax controversy matters before the New Jersey Tax Court, New Jersey Appellate Division, New York Division of Tax Appeals and Tax Appeals Tribunal, New York Appellate Division, Pennsylvania Board of Appeals and Board of Finance and Revenue and Massachusetts Appellate Tax Board. Aliza also provides clients with advice regarding the state tax implications of their everyday business operations as well as mergers and acquisitions.

Aliza served as a pro bono attorney for six years with Partners for Women and Justice, a nonprofit public law firm providing legal representation, advice and legislative advocacy that furthers positive change in the lives of domestic violence and sexual assault victims.

 

Maria M. Todorova_myLawCLEMaria M. Todorova | Eversheds Sutherland LLP

Maria Todorova serves as national state and local tax counsel to many of the Fortune 100 and other industry leading companies. She helps them successfully navigate through multi-state state and local tax audits and litigation, complex tax reporting positions, and sophisticated business restructuring opportunities.

Maria currently serves on the firm’s Executive Committee and as a deputy practice group leader of the firm’s Tax practice. She regularly represents clients in a variety of industries, including communications, energy, technology, financial, retail, manufacturing and hospitality, providing strategic advice and advocacy on matters across the United States in all areas of state and local taxation. Maria has extensive experience with industry-specific communications, energy and technology tax issues.

Maria stays active in the SALT community and frequently speaks on state and local tax topics in various forums, including the Broadband Tax Institute, the Wireless Tax Group, the State Tax Roundtable for Utilities and Power, Telestrategies, the Tax Executives Institute’s national and regional tax conferences, the Council on State Taxation’s national and regional state tax conferences, New York University’s Institute on State and Local Taxation, the Hartman SALT Forum. She currently serves as an adjunct professor at Emory University School of Law teaching state and local taxation.

Maria is conversant in Italian and Russian and fluent in Bulgarian.

 

Jack Trachtenberg, Esq. _ Deloitte Tax_myLawCLEJack Trachtenberg | Deloitte

Jack Trachtenberg is a Principal in Deloitte’s Multistate Tax Controversy Services team in New York. Jack focuses on all aspects of state and local tax controversy matters for corporations and passthroughs, including income/franchise and sales and use tax, and has deep experience serving highnet- worth individuals in personal income tax matters, including residency and trust taxation.

Jack has extensive experience advising clients on New York State and New York City tax matters, having successfully litigated cases before the New York State Division of Tax Appeals, the New York State Tax Appeals Tribunal and the New York State Supreme Courts. Before joining Deloitte, Jack was a partner in the state tax practice at Reed Smith LLP. In 2009, the Governor of New York appointed Jack to serve as the first Deputy Commissioner and Taxpayer Rights Advocate at the New York State Department of Taxation and Finance. In this role, Jack created and implemented the state’s Office of the Taxpayer Rights Advocate, which intervenes on behalf of taxpayers facing intractable tax disputes.

Jack is a frequent speaker on state tax issues. Jack is also an author, editor, co-author or publisher of many publications, including the “Multistate Corporate Tax Guide,” the “Multistate Guide to Sales and Use Tax,” the “New York State Sales and Use Tax Answer Book,” and the LexisNexis “Tax Practice Insights: New York.” He is also a frequent contributor to tax and accounting publications, such as State Tax Notes and The CPA Journal, and has taught State and Local Tax courses at Albany Law School.

Jack holds a master’s and bachelor’s degree in political science from Case Western Reserve University and a Juris Doctor from the University at Buffalo School of Law.

 

Marc A. Simonetti_myLawCLEMarc A. Simonetti | State Tax Law LLC

Marc Simonetti advises and represents business clients on matters across the United States in all areas of state and local taxation, including income, franchise, sales & use tax, and gross receipts tax. He represents clients in tax controversy matters, advises clients on uncertain tax positions, counsels clients on tax planning engagements, and works with clients on tax policy matters.

Marc zealously represents his clients in controversy matters from audit through litigation—defending their tax positions and working to achieve practical solutions to controversy matters. He represents clients in matters ranging from audit defense to appellate litigation. Marc leads the team through every aspect of litigation: discovery, depositions, motion practice, trial and appeal. Marc is a skilled appellate advocate who has argued before state appellate courts around the country. He strives to make complex tax and Constitutional arguments clear for the appellate justices. Recognizing the inherent risks in litigation, Marc is skilled in attaining the best resolution for his client.

With a wide array of business clients, including Fortune 100, mid-size, and start up companies, Marc advises on state and local tax issues that affect their business to maximize opportunities and minimize tax liabilities. He understands the national state tax landscape and advises his clients on the most tax efficient way to conduct business operations and avoid costly missteps. In the changing business environment where many clients face new and difficult tax issues regarding the application of old tax laws to new technology, Marc advises his clients on the tax consequences of participating in the digital economy.

Marc advises his clients on strategic business transactions, including acquisitions, dispositions, and mergers as well as business restructuring transactions. He skillfully advises his clients on how to navigate the state and local tax traps for the unwary in business transactions while working to achieve a tax efficient business structure.

Marc counsels his clients on tax policy matters to achieve their business goals. He works with clients to develop the tax technical points to advance their tax policy initiatives from legislative to regulatory matters.

 

Carolynn S. Kranz, Esq._ Industry Sales Tax Solutions_myLawCLECarolynn Kranz | Sales Tax Institute

Carolynn is the founder and managing member of two firms: (1) Kranz & Associates, PLLC, a boutique law firm specializing in state and local tax consulting; and (2) Industry Sales Tax Solutions, LLC (“ISTS”), which offers a subscription database containing the sales and use taxability of software related transactions, digital content and cloud services. The ISTS database is also licensed by Avalara and utilized to maintain content as part of their AvaTax platform. Carolynn specializes in state and local tax matters on a multi-state basis, particularly in the area of sales and use taxes. In addition to Carolynn’s sales and use tax expertise, she has significant experience in state and local income / franchise tax, as well as federal tax matters.

Carolynn has over twenty-five years of experience in state and local taxation coupled with over seven years of experience in federal taxation. Prior to founding ISTS, Carolynn spent most of her career working in the state and local tax practice of Big Four public accounting firms. In addition, Carolynn has held a management position in the Tax Department of an international pharmaceutical company with responsibilities involving federal and international tax matters, coupled with a primary focus in state and local taxation.

Carolynn holds a law degree from Widener University School of Law and a Bachelor’s Degree in Management with a major in Accounting and a minor in Spanish from Widener University. Carolynn is a CPA; a member of the District of Columbia and Pennsylvania bars; and also a member of various professional organizations, including the ABA, AICPA, IPT, District of Columbia Bar Association, Pennsylvania Bar Association and the Pennsylvania Institute of Certified Public Accountants. Carolynn is also a member of the advisory committee to Widener University’s Department of Taxation and Accounting, has served as a visiting professor at Widener University, and was an adjunct professor in Widener University’s Master of Taxation Program. She is also a member of the Advisory Board to NYU’s Annual Institute on State & Local Taxation; and is a member and officer to the board for the Streamlined Sales Tax Business Advisory Council.

Carolynn was recognized by State Tax Notes in its monthly State Tax Spotlight, which regularly profiles a person or organization influential in the state and local tax world. In addition, Carolynn is a frequent speaker on multi-state sales and use tax matters for clients, businesses, and a number of professional organizations, including the ABA, COST, IPT, New York University, PICPA, and TEI. Carolynn has also authored a book published by LexisNexis – State Tax Guide to Digital Content and Cloud Services, 1st through 6th Editions; a chapter of IPT’s book on Sales and Use Taxation; numerous articles for LexisNexis’ Practitioner Insights; and has been published in State Tax Notes, BNA, and the Pennsylvania CPA Journal.

 

Grace Kyne_myLawCLEGrace Kyne | EY

Principal, EY, Boston, MA.

 

 

 

Alysse McLoughlin, Esq._ Jones Walker_myLawCLEAlysse McLoughlin | Jones Walker LLP

Alysse McLoughlin is a partner in the Tax Practice Group. She focuses her practice on state and local tax planning and controversies, with an emphasis on issues facing financial services companies, insurance companies, and utilities.

Alysse provides broad-ranging state and local tax counsel to clients across the country. With years of experience in private practice, as in-house tax counsel at leading financial institutions, and as an attorney in the Chief Counsel Division of the Internal Revenue Service, she understands the goals and priorities of businesses and tax authorities. Alysse draws on this knowledge to help clients make effective tax-planning decisions and resolve tax disputes.

Alysse advises on multistate tax matters, with an emphasis on New York and New Jersey issues. She has represented airlines, media and entertainment companies, banks and financial institutions, and other taxpayers before the New York State Tax Appeals Tribunal and the New York Appellate Division with respect to corporate income tax, insurance tax, bank tax, and sales tax issues. She has represented pharmaceutical companies, utilities, and other clients in New Jersey courts.

Alysse served as head of state tax for Barclays Capital, where she oversaw all state tax matters, including income, sales and use, franchise, excise, and other tax issues. Among other responsibilities, she established the company’s tax-return filing positions and reserves, participated in the development of financial statements and reports, consulted on the structuring of commodity transactions, and responded to audits conducted by state tax authorities. Prior to joining Barclays and after leaving the IRS, Alysse was state tax counsel for Lehman Brothers.

 

Jeffrey A. Friedman_myLawCLEJeffrey A. Friedman | Eversheds Sutherland LLP

Jeff provides sophisticated state and local tax planning, strategic advice, and advocacy to numerous Fortune 100 and industry leading companies.

His comprehensive practice includes state and local tax planning, compliance, legislation and policy, and litigation and controversy matters involving income, franchise, sales and use, and property taxes. Jeff’s clients span a variety of industries, including ecommerce, energy, technology, and telecommunications.

A recognized thought leader on state and local tax issues, Jeff works on high-profile and precedent-setting litigation and controversy matters across the country. These matters impact critical questions on nexus, apportionment, the Multistate Tax Compact and the equal protection, due process, and commerce clauses of the United States Constitution. Jeff is also a well respected advocate on issues of tax policy, including the taxation of digital economy transactions.

Prior to joining Eversheds Sutherland (US), Jeff was a partner in KPMG’s Washington national tax practice; served as an attorney-adviser in the U.S. Department of the Treasury’s Office of Tax Policy, where he assisted with the development of the U.S. government’s position on domestic and international electronic commerce tax issues; and served as vice president and counsel of the Committee (now Council) On State Taxation (COST).

 

Richard D. Pomp, Esq._ University of Connecticut_myLawCLERichard Pomp | University of Connecticut

Richard D. Pomp is the Alva P. Loiselle Professor of Law. He is a summa cum laude graduate of the University of Michigan and a magna cum laude graduate of Harvard Law School. He has taught at Harvard, New York University, Columbia, University of Texas, and Boston College. In addition, he has been a Distinguished Professor in Residence, Chulalongkorn Law School, Bangkok, Thailand, and a Visiting Scholar at the University of Tokyo Law School and at Harvard Law School. Professor Pomp has been qualified as an expert witness in more than 30 states and the federal district courts and has appeared in more than 120 cases. He serves as counsel and a litigation consultant to law firms, corporations, accounting firms, and state tax administrations. He has participated in various capacities in U.S. Supreme Court litigation.

Professor Pomp has also served as a consultant to cities, states, the Multistate Tax Commission, the Navajo Nation, the U.S. Congress, the U.S. Treasury, the Department of Justice, the IRS, the United Nations, the IMF, the World Bank, and numerous foreign countries, including the People’s Republic of China, the Republic of China, Indonesia, the Gambia, Zambia, Mexico, the Philippines, Pakistan, India, and Vietnam. He is the former Director of the New York Tax Study Commission. Under his tenure, New York restructured its personal and corporate income taxes, and created
an independent tax court.

Professor Pomp’s casebook, State and Local Taxation, now in its 9th edition, has been used in more than 100 schools, state tax administrations, and major accounting firms for their internal training. Portions of the casebook have been translated into Chinese, Dutch, German, Japanese, Spanish, and Vietnamese. He is also the author of more than 110 articles, numerous chapters in books, and various books and monographs. His writings have appeared in The New York Times, The Wall Street Journal, and the Financial Times.

In addition to the local and regional media, Professor Pomp has been interviewed by CNN, NPR, Bloomberg Radio, Sirius Radio, KCBS, WINA, The New York Times, The Wall Street Journal, The Washington Post, the Christian Science Monitor, the Los Angeles Times, the Minneapolis Star Tribune, the Sacramento Bee, The Baltimore Sun and The International Herald Tribune.

In 2007, he received the NYU Institute on State and Local Taxation Award for Outstanding Achievement in State and Local Taxation. In 2011, he was awarded the Bureau of National Affairs (BNA) Lifetime Achievement Award. He was the 2012 winner of the University of Connecticut’s Faculty Excellence in Teaching – Graduate Level. Tax Analysts selected him as its 2013 State Tax Lawyer and Academic of the Year. In 2014, he received the Council on State Taxation’s Excellence in State Taxation Award. The Connecticut Law Tribune selected him for a 2015 Professional Excellence Award. In 2017, he won the Perry Zirkel ’76 Distinguished Teaching Award. In 2022, he was appointed a Board of Trustees Distinguished Professor, the highest honor the University can bestow on a faculty member.

 

Philip M. Tatarowicz, CPA, JD, LLM_ Georgetown Law_myLawCLEPhilip Tatarowicz | Georgetown Law

Professor Tatarowicz has taught at the Law Center as an adjunct professor since 1984, and was a full-time professor in the Graduate Tax Program from 2011 to 2022, where he also served as the faculty advisor of the State and Local Tax (SALT) Certificate Program. He is Of Counsel at the law firm of Blank Rome LLP in Washington, D.C.

 

Hollis Hyans_myLawCLEHollis Hyans | Morrison & Foerster LLP

Hollis Hyans focuses on state and local tax litigation and planning. She advises clients on matters arising in all of the states and localities, at all stages from the earliest responses to initial audit inquiries, to dealing with audit disputes, to filing administrative protests and handling the protests from beginning to end. She is familiar with and has handled disputes in courts in nearly every state, dealing with discovery issues, witness preparation, depositions, pre trial proceedings, trials and appeals. She has experience in just about every area of state and local tax and related matters, including corporate income and franchise taxes, sales and use taxes, personal income tax, utility taxes, state unemployment taxes, and unclaimed property. She also advises on the state and local tax ramifications of various business transactions, and on tactics for reducing state tax problems before they become large and expensive.

Ms. Hyans has written extensively on state and local tax issues and has authored numerous articles in State Tax Notes, State & Local Taxes Weekly, the firm’s newsletter, State & Local Tax Insights, and the New York Law Journal, as well as many other publications, and has co-authored a chapter in Transfer Pricing Handbook. She is a frequent speaker on state and local tax issues, and has appeared before such groups as the Tax Executives Institute, the Council on State Taxation, the Institute for Professionals in Taxation, the Georgetown Advanced State and Local Tax Institute, and the New York State Bar Association. Ms. Hyans has served as a member of the Executive Committee of the Tax Section of the New York State Bar Association and as Co-Chair of the Association’s Subcommittee on New York State Sales & Miscellaneous Taxes. In addition, she is a member of the Advisory Board of the Hartman State and Local Tax Forum at Vanderbilt University Law School.

Specialties: Hollis has handled a wide range of state and local tax controversies and litigated or resolved state tax disputes across the nation, in courts and in administrative tribunals.

 

Shirley K. Sicilian, Esq._ KPMG LLP._myLawCLEShirley K. Sicilian | KPMG

Shirley Klenda Sicilian is National Director of State and Local Tax Controversy in KPMG LLP’s Washington National Tax office. In this role, Ms. Sicilian is responsible for supporting KPMG’s network of controversy specialists in every state and coordinating delivery of KPMG controversy services nationwide.

 

 

Bruce P. Ely, Esq._ Bradley Arant Boult Cummings_myLawCLEBruce P. Ely | Bradley Arant Boult Cummings LLP

Bruce Ely’s more than 40 years of experience have allowed him to handle projects as diverse as serving on the recruiting teams that successfully induced both Mercedes-Benz and Hyundai to locate their first U.S. manufacturing plants in Alabama to representing taxpayers before the Internal Revenue Service, the Alabama Department of Revenue and local taxing authorities. His practice focuses on three concentric areas: representing taxpayers in federal, state and local administrative and judicial forums; advising companies on choosing the proper form  of entity through which to conduct business in the Southeast and potential tax incentives; and advising companies and various trade and professional organizations regarding state and local tax legislative matters. He also devotes a substantial amount of time to teaching and writing on tax-related topics.

Bruce was founding chair of the firm’s State and Local Tax (SALT) Practice team, which represents taxpayers before the Alabama, Tennessee and Mississippi Departments of Revenue, as well as local government taxing authorities and the state and  federal courts. He has served as counsel to multistate taxpayers in cases before the U.S. Supreme Court, but more often before the Alabama appellate courts, circuit courts, and the Alabama Tax Tribunal. He also recently co-chaired the New York University Institute on State & Local Taxation and was selected by State Tax Notes/Tax Analysts as one of its “Top Ten Tax Lawyers in the U.S.”

Bruce has coauthored a number of landmark pieces of tax and business entity legislation in Alabama and numerous statute-specific tax bills. He was privileged to serve as counsel to several state tax reform, economic development, and constitutional reform commissions over the years and has written extensively on those topics, as well as on other multistate tax issues and incentives matters. He also speaks regularly on the tax aspects of pass-through entities at the national and state levels, and coauthors a series of charts on the state taxation of LLCs and LLPs that have appeared in numerous tax and business entity journals and treatises.

Bruce also serves as a Senior Fellow to Bloomberg Tax & Accounting and lead editor of Bloomberg BNA’s Pass-Through Entity Navigator, a comprehensive online resource providing detailed analysis and practical guidance on a state-by-state basis for each type of pass-through entity and pass-through entity owner. The resource tool allows tax professionals to quickly access more than 1,700 topics, such as formation, federal tax classifications, taxes imposed, withholding, or composite returns. As a longstanding Fellow of the American College of Tax Counsel and newly appointed Regent, Bruce is the only Alabama member included in the International Who’s Who of Corporate Tax Lawyers.

 

Jennifer Stosberg_myLawCLEJennifer Stosberg | Multistate Tax Commission

Experienced Attorney with a demonstrated history of working in the legal services industry. Skilled in Corporate Income Tax, State and Local Tax, Communication, Litigation, Legal Research, Negotiation and Legal Writing. Strong legal professional with an LL.M. in Taxation from the University of Florida.

 

 

Dale Y. Kim, CPA _ Ernst Young LLP._myLawCLEDale Y. Kim | PwC

 

 

 

Patrick J. Reynolds_myLawCLEPatrick J. Reynolds | The Federal Tax Authority, LLC

Patrick J. Reynolds has been with the Council On State Taxation (COST) since 2016, and as of March 2024, he serves as President & Executive Director. In this role, Patrick leads COST’s legislative advocacy efforts and serves as the staff liaison to the Unclaimed Property Committee and the Sales Tax Committee. He also edits two of COST’s regular publications. Prior to joining COST, Patrick was Senior Managing Counsel at J.C. Penney for 14 years, where he provided legal support for audits, litigation, and appeals related to income, franchise, sales/use, property, and transfer taxes, as well as unclaimed property. He played a key role in strategic planning, state tax aspects of financial accounting, and tax minimization strategies. Patrick also has experience lobbying and testifying on various tax issues, and he has actively participated in the Streamlined Sales Tax Governing Board and the State and Local Advisory Council. Patrick began his career with Price Waterhouse in Omaha, Nebraska, and later served as an attorney in the Nebraska Department of Revenue’s Legal Division. He holds a JD from Creighton University School of Law and a BSBA in Accounting from the University of Nebraska at Omaha. He is a member of the Nebraska and Texas state bars and a licensed CPA in Texas.

 

Robert J. Tuinstra_myLawCLERobert J. Tuinstra, Jr | Corteva

Domestic Tax Operations & Corporate Tax Counsel.

 

 

 

Marji Gordon-Brown_myLawCLEMarji Gordon-Brown | MacAndrews and Forbes

Vice President, Associate Tax Counsel at MacAndrews & Forbes.

 

 

 

Jamie C. Yesnowitz, Esq._ Grant Thornton_myLawCLEJamie Yesnowitz | Grant Thornton Advisors LLC

Jamie Yesnowitz, principal serving as the State and Local Tax (SALT) leader within Grant Thornton’s Washington National Tax Office, is a national technical resource for Grant Thornton’s SALT practice. He has 22 years of broad-based SALT consulting experience at the national and practice office levels in large public accounting firms. Yesnowitz has extensive knowledge of state corporate income and sales tax legislation and policy; state tax conformity to federal tax provisions; state tax reaction to significant court decisions; and state corporate income tax apportionment rules. He has written numerous articles and is frequently quoted in national publications, including the Wall Street Journal, Bloomberg BNA Daily Tax Report, Tax Analysts State Tax Today, AICPA Tax Adviser, and the Journal of Multistate Taxation and Incentives. Prior to entering the field of public accounting, Yesnowitz practiced law as a corporate and securities attorney in New York.

 

Michael J. Hilkin, Esq. _ McDermott Will & Emery_myLawCLEMichael J. Hilkin, Esq. | McDermott Will & Emery

Michael J. Hilkin represents clients in all aspects of complex state and local tax matters. He has a particular focus on tax controversy and transactional issues relating to state and local income, franchise, sales and use, gross receipts and other business taxes. Michael has extensive experience handling state and local tax issues before US administrative and judicial systems. Michael is the current chair for the State and Local Tax Committee for the New York City Bar Association. He also frequently speaks on concerning state and local tax issues before the Council on State Taxation, the Practising Law Institute, the New Jersey State Bar Association, The New York State Bar Association, TeleStrategies and Interstate Tax.

 

Danielle Ahlrich_FedBarDanielle Ahlrich | Ryan Law

Danielle is the Practice Leader for the firm’s multi-state Transactional Tax Group. Danielle and her colleagues litigate sales and use tax, corporate income/franchise tax, and other state tax matters across the U.S. for taxpayers in all industries. Before joining Ryan Law, Danielle was a partner in both a boutique state tax firm and then an international “big law” firm. At Martens, Todd, Leonard & Ahlrich, Danielle focused her practice on Texas tax controversy, litigating issues of first impression and statewide importance and securing favorable judgments or settlements. At Reed Smith, LLP, Danielle expanded her practice to include multi- state advice and counsel and controversy work.

Danielle is a detail-oriented lawyer who represents her clients with zealous advocacy and stays current on emerging trends and issues.

 

Josh Pens_FedBarJosh Pens | Colorado Department of Revenue

Director of Tax Policy for the Colorado Department of Revenue.

 

 

 

Brian Kirkell_FedBarBrian Kirkell | RSM US LLP

Brian Kirkell is principal and leader of the state and local tax group in the Washington National Tax office of RSM US LLP. A licensed attorney, he provides advanced technical analysis of state and local tax issues important to middle market businesses. He joined RSM in 2012 and has more than 20 years of experience with state and local tax issues.

 

 

Richard C. Call, Esq. _ McDermott Will & Emery_FedBarRichard C. Call | McDermott Will & Emery

Richard C. Call focuses his practice on all types of state and local tax matters including litigation, advisory, and transactional work. He has participated in successful cases at administrative bodies, trial courts, and appellate courts in several states. In 2020, he successfully argued before the Appeals Court of Massachusetts in Bay State Gas Company v. Commissioner, securing a rare reversal of the Massachusetts Appellate Tax Board in a corporate income tax case. Admitted to practice in both Massachusetts and New York, he has been recognized as a Super Lawyers, Rising Star in both Massachusetts and New York.

 

Drew VandenBrul_FedBarDrew VandenBrul | Grant Thornton

Drew VandenBrul has over 26 years of experience as a state & local tax professional advising companies across all industries on complex Pennsylvania and multistate tax planning, tax controversy, transaction and compliance matters, including income, franchise, realty transfer and sales & use taxes. His time in Philadelphia includes 10 years with Arthur Andersen, over 4 years with Exelon Corporation, and 11 years with KPMG, where he was most recently a State & Local Tax Partner. Drew has served middle-market companies, private equity funds, and publicly-traded traded companies in the real estate, telecommunications, private equity, manufacturing, power & utilities, automotive, life sciences, and healthcare industries.

Drew regularly consults with companies and economic development agencies on complex matters involving Pennsylvania’s Keystone Opportunity Zone (KOZ) program, including qualificiation for, and quantification of tax benefits. As an adjunct professor in the Villanova Graduate Tax program, Drew recently developed and delivered an advanced course on state and local tax issues in business transactions.

 

David J. Shipley, Esq._ Stevens & Lee_FedBarDavid J. Shipley | Stevens & Lee

David is the Co-Chair of Stevens & Lee’s State and Local Tax Group. He focuses on representing clients in complex state tax controversies during audits, before administrative boards and in courts across the country. David also provides sophisticated multistate tax advice to his clients regarding their business operations, assists with navigating the state tax implications of corporate mergers and acquisitions and consults with clients and their lobbyists on pending state tax legislation and regulations. With nearly 30 years of experience in state tax, David brings to his clients an extensive knowledge of state tax law, strong relationships with state revenue departments, a track record of successfully litigating state tax cases and a deep understanding of procedural and strategic aspects of handling complex state tax audits and appeals. David has extensive experience in all areas of state taxation including state corporate income, sales and use, personal income, utility, insurance company and realty transfer taxes. He also advises clients on tax incentives, unclaimed property and unemployment compensation issues. David has handled audits, administrative appeals and litigation across the country and in states including New Jersey, New York, Pennsylvania, Massachusetts, Connecticut, Maryland, Delaware, New Hampshire and Rhode Island.

David is a frequent national speaker on multistate tax topics for many organizations, including the Council on State Taxation, the New York University Institute on State and Local Taxation, the Institute of Professionals in Taxation, the Tax Executives Institute, the Practicing  Law Institute, the Georgetown Advanced State and Local Tax Institute, the Wall Street Tax Association – State and Local Tax Committee, the Pennsylvania Bar Institute, the New Jersey State Bar Association, the New Jersey Society of Certified Public Accountants and the New York State Society of Certified Public Accountants.

David is a member of the American Bar Association’s State and Local Tax Committee, a member of the advisory board for the New York University Institute on State and Local Taxation, a founding committee member for the Institute for Professionals in Taxation’s Income Tax Schools and has served as a member of New Jersey’s Corporation Business Tax Study Committee. He also is a member of the New Jersey Chamber of Commerce’s and New Jersey Business and Industry Association’s Joint State Tax Committee and frequently contributes to those organization’s legislative and regulatory efforts.

Additionally, David has published state tax articles in State Tax Notes, the American Bar Association’s The State and Local Tax Lawyer and Commerce Clearing House’s State Tax Review and he is frequently contacted by news organizations to comment on emerging state tax issues.

 

Timothy G. Schally, Esq._FedBarTimothy G. Schally | Michael Best & Friedrich LLP

Tim provides strategic counsel on tax matters contested by the Internal Revenue Service, the Wisconsin Department of Revenue, and the taxing authorities of other state and local jurisdictions. Contested matters, for Fortune 1000 and other clients, include:

  • Federal income taxation of banks, insurance companies, and manufacturers
  • Multistate apportionment and allocation of income
  • Transfer pricing among affiliated entities
  • Sales and use tax for retailers, manufacturers, and construction contractors

Tim has long been considered a “go-to” attorney on Wisconsin tax matters, both for out-of-state and Wisconsin-based companies. He regularly represents taxpayers with complex tax matters in administrative appeals, and in litigation before the Tax Appeals Commission and the Wisconsin appellate courts. It can be said that Tim “wrote the book” on Wisconsin taxes, as he is a principal author of The Complete Guide to Wisconsin Sales & Use Taxes, a treatise covering all aspects ofthe Wisconsin sales and use tax system, and the author of Wisconsin Business Taxes, an extensive examination of all Wisconsin business taxes.

 

Ray Langenberg_FedBarRay Langenberg | Texas Comptroller of Public Accounts

Ray Langenberg is Special Counsel for Tax Litigation for the Texas Comptroller of Public Accounts. In that role, he advises the Comptroller on litigation strategy and is deputized in selectedcases to represent the Comptroller in court. Ray was formerly the managing partner of he Scott, Douglass & McConnico, LLP law firm, where his practice included state tax litigation and administrative law.

 

 

Lindsay LaCava, Esq._ Baker McKenzie_FedBarLindsay LaCava | Baker McKenzie

Lindsay M. LaCava is a Partner of the Firm’s Tax Practice Group in New York and is a member of the Firm’s Global Indirect Tax Steering  Committee. Lindsay advises individual and business clients on a full range of state and local tax issues. She was ranked by Chambers in 2019 and 2020, was named a “Rising Star” in Tax Law in 2015 by Law360, has been recognized by International Tax Review in its “Women in Tax” Leaders Guide since 2016, and has been recognizedby Super Lawyers as a New York-Metro “Rising Star” for Tax since
2013. Prior to joining Baker McKenzie, Lindsay was a partner in the state and local tax group of an international law firm. In addition, she previously worked at a Big Four accounting firm, where her practice focused exclusively on state and local tax. Lindsay speaks on a variety of state tax topics at events around the country and also frequently writes about state and local tax issues, including serving as the former Managing Editor (State and Local Tax) for the American Bar Association’s “The Tax Lawyer,” co-authoring Bloomberg’s Connecticut  Corporate Income Tax Navigator, and co-authoring Checkpoint Catalyst’s New York Corporate Franchise Tax guide. She also teaches State and Local Tax as an adjunct professor at Quinnipiac University School of Law.

 

Georgios I. Tsoflias_myLawCLEGeorgios I. Tsoflias | Reed Smith LLP

Georgios (George) is a member of the firm’s State Tax Group. George’s practice is focused on tax controversy (including federal and state tax audits, appeals, and judicial litigation) and unclaimed property (including advising clients through unclaimed property audit defense, voluntary disclosure, compliance matters, and litigation).

 

 

Richard W. Genetelli, CPA_ Genetelli Consulting Group_myLawCLERichard Genetelli | Genetelli

Richard was previously with Coopers & Lybrand (now PricewaterhouseCoopers) for 20 years, having served as partner for 10 of those years. Richard was at the forefront of the state and local tax practice at Coopers & Lybrand, having served as the national and regional leader, before leaving to form The Genetelli Consulting Group in 1991. Each of the Firm’s tax professionals has more than two decades of concentrated experience in the state and local tax area.

Specialties: Richard’s firm addresses issues over the spectrum of state and local taxes in all 50 states, including corporate income and franchise, sales and use, personal income, gross receipts, business license, property, realty transfer, payroll, and estate and gift. The firm also assists law firms, accounting firms and professional organizations throughout the country on state and local tax issues.

 

John Biello, MPA_myLawCLEJohn Biello | Connecticut Department of Revenue Services

 

 

 

Patrick M. Browne | Pennsylvania Department of RePatrick M. Browne_myLawCLEvenue

On January 12, 2023, Governor Josh Shapiro nominated Patrick M. Browne as the Secretary of Revenue. Browne has had a long career in public service, including nearly three decades as an elected official in the Pennsylvania legislature, representing Lehigh and Northampton counties.

Browne, an Allentown native, served as a Republican member of the Pennsylvania State Senate for the 16th District from 2005 to 2022. He was first elected to the Senate following a special election in April of 2005 and served for 18 years until November 2022. Prior to joining the Senate, Browne represented the 131st District for 10 years as a member of the state House of Representatives. During his service in the Senate, he was elected by his colleagues in the Senate Republican Caucus to serve as Senate Appropriations Committee Chairman for four consecutive legislative sessions from 2014-22. The committee, the most powerful of the Senate’s standing committees, reviews all legislation for its fiscal impact and plays a crucial role in developing the state budget.

Browne was the author of dozens of initiatives ranging from job creation to education to reforming state government. He wrote several laws which fundamentally reformed Pennsylvania’s public pension systems and created an independent fiscal office to monitor state spending and the budget process. He led in rewriting both the Pennsylvania Basic Education and Special Education funding formulas. Browne also was the Founding Chairman of the Early Childhood Education Caucus and the Arts and Culture Caucus. He has received national recognition for his Early Childhood advocacy and was widely acknowledged to be Pennsylvania’s leading proponent.

In 2009, Browne crafted legislation that created the one-of-a-kind, 130-acre Neighborhood Improvement Zone (NIZ) to help revitalize and expand the tax base of the then financially struggling city of Allentown. There has already been more than $1 billion of new development investment in Allentown and more than $13 million in annual school property tax revenues for Allentown School District generated through the zone. The NIZ has served as a model for economic development in other distressed areas – cities, boroughs and townships – throughout the Commonwealth with the creation of the City Revitalization and Improvement Zones (CRIZ) which afford a similar tax financing program to smaller cities in Pennsylvania.

Prior to being elected to public office, Browne worked as Certified Public Accountant (CPA) and attorney. He was a tax manager for Coopers and Lybrand from 1990 to 1994 and a tax supervisor for Price Waterhouse from 1986 to 1990.

Browne graduated from Allentown Central Catholic High School in 1982. He received his Bachelor of Arts in business administration/accounting from the University of Notre Dame, and a juris doctorate from Temple University School of Law.

 

Amanda Hiller, Esq._myLawCLEAmanda Hiller | New York State Department of Taxation and Finance

Amanda Hiller began serving as Acting Tax Commissioner on April 23, 2021. She continues in her role as General Counsel, a position she has held since December 2012.

As Acting Commissioner, she directs the activities of more than 3,800 employees whose mission is to efficiently collect tax revenues in support of state services and programs while acting with integrity and fairness in the administration of tax laws. Toward that end, the department promulgates tax regulations; publishes forms, instructions, and guidance; engages in taxpayer outreach and education; processes tax returns; resolves filing errors and taxpayer protests; conducts audits; engages in civil and criminal enforcement activities; litigates tax disputes; and manages the state treasury.

As General Counsel, she is responsible for legal policy and matters of law for the department. She oversees the Office of Counsel, which provides legal services for the department. These services include litigation; internal and external Tax Law advice; the preparation and review of legislation; and other administrative matters.

Over a 35-year career in public service, Amanda has held senior positions in the legislative, judicial and executive branches, as well as in the nonprofit sector.

She earned her law degree from Albany Law School and a bachelor’s degree from the State University of New York at Oswego.

 

Marita R. Sciarrotta, MPA _ Trenton_myLawCLEMarita Sciarrotta | New Jersey Division of Taxation

Marita R. Sciarrotta, a 40-year career public servant, was sworn in as Acting Director of the New Jersey Division of Taxation on September 25, 2023.

Marita’s working history with the Division of Taxation started during high school, and continued throughout college and after graduation from what is now The College of New Jersey. Her deep fascination with tax law and administration transformed a part-time job into a decades-long career in public service with practical experience in Local Property Tax Administration, Audit Activity, Conference and Appeals, Investigations, Collection, and training and mentoring new employees.

As a Deputy Director – her most recent role – she was tasked with oversight of the Collection & Enforcement, Data Systems and Taxpayer Services Activities.

Marita spent 20 years as an Investigator and manager in the Collection & Enforcement Activity, Compliance and Field Branches, before being promoted to State Executive Service as an Assistant Director of Taxpayer Services.

 

David A. Hughes_FedBarDavid A. Hughes | Kilpatrick Townsend & Stockton LLP

David Hughes focuses his practice on state and local tax controversies and state tax planning. He helps clients limit their state and local tax exposure through sensible planning and, when necessary, vigorous litigation strategies. David advises Fortune 500 companies, privately-held companies, middle-market businesses, and individuals on strategies to minimize their state and local tax exposure, maintain compliance, and reduce the risk of audit problems. This includes income tax, sales/use tax, franchise tax, gross receipts tax, unclaimed property, state unemployment insurance, credits and incentives, and excise tax matters involving nexus, apportionment, business income, unitary business groups, credits, losses, and exemptions.

 

Ginny B. Kissling_myLawCLEGinny B. Kissling | Ryan, LLC

  • Global President and Chief Operating Officer, Ryan, Dallas office
  • Leads Ryan’s Global Operations of more than 4,800 team members spanning the Asia-Pacific, Canada, Europe, and the United States, including Service Delivery, Business Development, and Shared Services.
  • Member, Board of Managers, Ryan, LLC
  • Principal, Transaction Tax, Ryan, Dallas office

 

Jeremy P. Gove_MyLawCLEJeremy P. Gove | Eversheds Sutherland (US) LLP

Jeremy Gove works with clients through various stages of multistate tax planning and structuring, state and local tax (SALT) controversy and litigation and policy matters.

Jeremy’s practice involves resolving controversies throughout the litigation process, including trial and appeals. His experience includes counseling clients on a variety of multistate taxation issues, including corporate income, franchise, gross receipts, and sales and use taxes. He hosts the SALT team’s SALT Shaker Podcast, which explores SALT trends and updates.

Prior to joining Eversheds Sutherland, Jeremy worked for a global law firm where he represented clients in income, franchise, gross receipts, and sales & use tax controversy matters throughout the country at the administrative and judicial level.

 

Douglas L. Lindholm, Esq._ Council on State Taxation_myLawCLEDouglas L. Lindholm | Council On State Taxation

Douglas L. Lindholm, Esq. is Special Counsel of the Council On State Taxation (COST). COST, with a membership of over 500 multistate corporations, is dedicated to preserving and promoting equitable and nondiscriminatory state taxation of multi-jurisdictional entities. Prior to taking the helm at COST, Mr. Lindholm served as Counsel, State Tax Policy for the General Electric Company in Washington, DC, and as Senior Manager in the Washington National Tax Office of Price Waterhouse LLP. He has written numerous articles on federal, state, and local tax issues in a wide variety of publications; testifies frequently before state legislatures and Congress on state tax issues; offers commentary on radio and television; and is a frequent keynote speaker at national tax conferences and seminars.

Mr. Lindholm serves on the NYU State and Local Taxation Advisory Board; the Advisory Board of the Paul J. Hartman State and Local Tax Forum; the Advisory Board of the National Multistate Tax Symposium; the Board of Trustees of the New England State & Local Tax Forum, and the Editorial Advisory Board of Tax Management, Inc. He also serves on the Board of Directors and as President of COST’s research affiliate, the State Tax Research Institute (STRI). He is a former member of the National Tax Association’s Board of Directors and the Advisory Board of the Georgetown University Law Center State and Local Tax Institute. He is a member of the US Supreme Court and District of Columbia Bars.

In 2006, Mr. Lindholm was named to the Tax Business 50 list of most influential tax professionals on the globe and is the recipient of the 2009 New York University Award for Outstanding Achievement in State and Local Taxation. He was also named to the “All-Decade State Tax Team” by State Tax Notes in January 2010 and is the recipient of the 2019 COST/Paul Frankel Excellence in State Taxation Award. In 2020, Mr. Lindholm received the Bloomberg Tax and Accounting Franklin C. Latcham Award for Distinguished Service in State & Local Tax. He is a graduate of American University’s Washington College of Law in Washington, DC, and Lynchburg College (BA in Accounting) in Lynchburg, Virginia.

 

Michael Garcia _ Ryan_myLawCLEMichael Garcia | Ryan, LLC

  • Principal, Ryan, Dallas – Three Galleria Tower office
  • Specializes in providing transaction tax services and audit management to retail, restaurant, fitness, software, and emerging industries, including renewable energy, urban farming, cryptocurrency mining, and blockchain.
  • Graduate, Leadership Development Program, Ryan
  • Includes 80+ hours of multidisciplined leadership training over a two-year period.

 

Jeremy Abrams_myLawCLEJeremy Abrams | Foley & Lardner LLP

Jeremy Abrams is an experienced state and local tax attorney, and resident in the firm’s New York and Washington, DC offices. Prior to joining Foley & Lardner, Jeremy practiced SALT law at two international law firms and at a Big 4 accounting firm, led the state tax controversy and policy function for the world’s largest athletic apparel company, and clerked for a federal judge on the United States Tax Court.

Jeremy advises clients on all aspects of multistate taxation, including controversy, planning, transactional, and legislative matters. He is well versed in the wide variety of taxes and fees imposed across the country, as well as unclaimed property. Jeremy was recently appointed as an inaugural member of the DC Office of Tax and Revenue’s Tax Advisory Board and he is a former Chair of the DC Bar SALT committee. Jeremy also serves on Bloomberg’s State Tax Advisory Board and is a frequent speaker at regional and national tax conferences.

 

Jaye A. Calhoun, Esq._myLawCLEJaye A. Calhoun | Kean Miller LLP

Jaye Calhoun is a partner in the New Orleans office of Kean Miller. She joined the firm in 2017 and practices in the tax group. Jaye provides clients with full-service tax representation covering federal, state, and local tax challenges and business opportunities. She has decades of experience and assists her clients with tax compliance and planning, guidance on the use of tax and business incentives, and represents clients in tax audits and controversies. She regularly represents clients in audits and administrative and judicial appeals before the IRS, the State of Louisiana Department of Revenue, and numerous local taxing authorities. Jaye is board certified by the Louisiana Board of Legal Specialization in both Taxation and in Estate Planning.

Jaye has been listed for over a decade as one of the Best Lawyers in America (2007-2025), and in Louisiana Super Lawyers (2007-2024), which selected her as a Top Woman Attorney in 2011- 2012, 2017, 2019-2021, and 2024. She is AV Preeminent-rated by Martindale-Hubbell. Jaye is listed among the top tax lawyers in the State of Louisiana by Chambers USA 2022-2024. She has been recognized by New Orleans CityBusiness as a 2005 Woman of the Year and selected as a 2014 recipient of the Leadership in Law award. Jaye was recognized by New Orleans Magazine as a Top Lawyer in 2012, 2016 and 2020-2023. She was also a recipient of the Bloomberg Tax Author of the Year award in 2023. She was elected as a Fellow of the American College of Tax Counsel (ACTC) in 2017 and she was accepted into the Fellows of the American Bar Foundation (ABF) in 2019. Jaye has been appointed to serve on the American Bar Association’s The Tax Lawyer Editorial Board for 2022 2023.

Jaye is an Adjunct Professor of Law at Tulane University Law School, Loyola University New Orleans College of Law and Northeastern University D’Amore-McKim School of Business in Boston (online program). She is also a guest lecturer at Georgetown University Law Center in Washington D.C.

 

Matthew F. Cammarata_myLawCLEMatthew F. Cammarata | Lowenstein Sandler LLP

Matthew Cammarata handles both state and local tax controversies at the administrative and judicial levels, as well as transactional matters. His practice focuses on advising corporate clients from a diverse array of industries on all aspects of state and local tax matters involving financial institution excise taxes, corporate income and franchise taxes, sales and use taxes, gross receipts taxes, and other business taxes.

Matthew has defended audits and litigated state and local tax controversies in jurisdictions throughout the United States. He also provides sophisticated state tax planning advice and counsels clients on the potential state and local tax consequences of complex corporate transactions.

He frequently writes and speaks on state and local tax issues for leading industry publications and organizations, such as the Council on State Taxation and the Journal of State Taxation. Prior to joining Lowenstein Sandler, Matthew worked for two Am Law 100 firms, where he focused on state and local tax issues. Before entering private practice, he served as an attorney for the Massachusetts Department of Revenue, where he litigated cases on behalf of the Commissioner of Revenue.

 

Nikki Dobay_MyLawCLENikki E. Dobay | Greenberg Traurig, LLP

Nikki Dobay is nationally known for her deep experience and understanding of state tax policy and the legislative process. She also advises her clients on sophisticated multistate tax issues as well as the consequences and planning opportunities related to corporate M&A transactions and oversees state and local tax controversy matters, ranging from audits to appellate litigation, and involving sales and use taxes, income and franchise taxes, property taxes, and constitutional issues.

Nikki regularly engages with statewide business and taxpayer associations and departments of revenue, as well as national tax administrator organizations, including the Federation of Tax Administrators (FTA), the Multistate Tax Commission (MTC), and the National Conference of State Legislatures (NCSL), on key SALT issues impacting multijurisdictional taxpayers.

Nikki’s previous experience includes spending five years as senior tax counsel for the Council On State Taxation (COST). She also gained experience working in the national office of a Big Four accounting firm and at a large international law firm and a large corporate law firm in Oregon, where she assisted clients with multistate tax issues and Oregon tax controversy matters, including proceedings in the Oregon Tax Court.

 

myLawCLE-Logo-2Stephanie Lipinski Galland | Miles & Stockbridge

Stephanie Lipinski Galland has represented businesses before state and local taxing authorities in income, franchise, sales, use and unclaimed properties matters for more than 30 years.

Lipinski Galland advises businesses of all sizes and in all industries, from publicly traded to privately held, on issues such as tax and business planning and tax incentive negotiations and maintenance. She helps clients develop, implement and defend tax positions in state audits, as well as assists with mergers and acquisitions (including due diligence issues), administrative appeals, negotiated settlements and multistate voluntary disclosures. She also drafts and negotiates tax provisions in licensing agreements between brands and affiliated companies for both trademark and trade dress with unrelated parties for use of various trademarks.

She works with government contractors, developing responses to federal and state requests-forproposals, subsequent modifications and appeals of terms and conditions. Lipinski Galland counsels contractors on compliance issues under the Federal Acquisition Regulation (FAR) and the Federal Acquisition Streamlining Act of 1994 (FASA) to ensure that the underlying contracts meet all necessary requirements.

Prior to entering private practice, Lipinski Galland worked as director of taxation for Gap Inc. and at the Virginia Department of Taxation. She serves as an adjunct professor at Georgetown University Law Center.

 

Matt Hunsaker_myLawCLEMatt Hunsaker | Baker & Hostetler LLP

Matt Hunsaker leads BakerHostetler’s national State and Local Tax practice team. He provides the full range of state and local tax services to clients across the U.S. Clients – particularly those with multi-state operations – look to him to develop comprehensive nationwide strategies for minimizing state and local taxes. They also look to him for his significant experience litigating complex, high-dollar state tax issues.

Matt has deep experience with all types of state and local taxes and understands the nuances of how different states approach these taxes. This broad experience allows him to counsel clients on sophisticated issues including nexus, apportionment, unitary combination and valuation. He is particularly experienced in state taxation of international commerce and state-level transfer pricing disputes.

Matt regularly advises technology, media and telecommunications (TMT) clients regarding complicated issues that arise in applying outdated laws to these cutting-edge businesses. He is also one of the preeminent state tax advisers to energy companies, including alternative energy. Matt is a prolific speaker and writer on state and local tax issues. He hosts The State Tax Show, a weekly podcast on the latest state and local tax issues, and publishes Silicon SALT, a State Tax Notes column on cutting-edge state tax issues affecting the technology sector.

 

Jennifer Karpchuk_myLawCLEJennifer Karpchuk | Chamberlain, Hrdlicka

Jennifer W. Karpchuk is Chair of Chamberlain Hrdlicka’s state and local tax practice. She represents companies and individuals in all aspects of state and local tax litigation, controversy, compliance and planning. She has extensive experience handling state and local tax matters involving corporate income taxes, franchise taxes, gross receipts taxes, personal income taxes, sales and use taxes, business privilege taxes, and real estate taxes.

 

 

myLawCLE-Logo-2Michael Kelley | Microsoft

Mike is State Tax Counsel at Microsoft. His focus is state income, indirect, property taxes and other state taxes, including planning, policy, auditing, controversies, litigation, provisions, compliance, and automations. He has been a partner both at a Big 4 (PwC) and Big Law (K&L Gates) firm. He taught state and local tax at the UW Graduate Tax Program for 20 years.

 

 

Burnet R. Maybank III, Esq. _ Nexsen Pruet_myLawCLEBurnet “Burnie” R. Maybank | Adams and Reese LLP

For more than 40 years, my passion for growing South Carolina’s economy has never wavered. I assist local, regional, national, and international companies in understanding tax credits, laws, and economic development incentives available, parlaying my experience as a former two-time director of the Department of Revenue and as a tax attorney and economic development advisor.

Burnie Maybank is a member of the Intersection of Business and Government Practice in the firm’s Columbia and Charleston, South Carolina offices.

Burnie represents public/private businesses, commercial real estate developers, government, and nonprofits in state and local tax (SALT), state and local tax controversy issues, and economic development incentives, including opportunity zone matters, as well as abandoned building and historic preservation tax credits.

He has additional experience in exempt organizations and charitable giving, conservation easements, alcohol beverage control, and regulatory work before the Public Service Commission.

 

Leah Robinson_MyLawCLELeah Robinson | Mayer Brown

Leah Robinson (formerly Leah Samit) leads Mayer Brown’s State & Local Tax group. A partner in the firm’s New York office, she advises public and private business entities on state and local tax planning, controversy and litigation.

In 2019, Leah was named to Law360’s inaugural list of “Influential Women in Tax Law,” which spotlights attorneys who have provided outstanding service to their clients and the public, while changing the dynamics at their workplace. She is ranked by Chambers USA 2024 in Band 1 for New York State and Local Tax. Leah is also ranked in Legal 500 for US Taxes: Contentious.

 

Mark F. Sommer, Esq._myLawCLEMark F. Sommer | Frost Brown Todd LLP

With his local, regional and national recognitions, Mark is a highly sought-after attorney resident in the firm’s Louisville office where he leads the firm’s Tax, Benefits and Estates Practice Group and practices in the areas of state, local and federal tax, tax controversy and litigation, and economic development/incentives.

In small matters as well as in “bet the company” situations, Mark has assisted his clients in avoiding hundreds and hundreds of millions of dollars in improperly asserted tax obligations and securing hundreds of millions in refunds and credits. His successes have lead to a national reputation as a practitioner and as a thought leader in State Taxation. He is a go-to advisor on State and Local Taxes in this part of the Country. With over 35 years of private practice experience, Mark has on a local, regional and national level successfully counseled and advocated in well more than a thousand federal, state and local tax matters, cases and planning/transactions involving multiple types of businesses, entities, trusts and individual taxpayers. He has also represented more than 115 members of the past and present Fortune 500.

Applying creativity, experience and work ethic, Mark serves his clients daily on all elements of state, local and federal taxation as well as civil/criminal tax controversy/litigation, business law, gaming law, economic development and incentives, tax-related governmental relations and bankruptcy taxation, with significant experience in the manufacturing space, and the automotive and maritime industries.

As a thought leader on taxation, over the years Mark has moderated, presented or spoken at more than 275 seminars and conferences sponsored by various organizations, including the Council on State Taxation, American, Kentucky and Louisville Bar Associations, Institute for Professionals in Taxation, Hartman SALT Forum, Southeastern Association of Tax Administrators, NYU Advanced SALT Conference, TEI and many more organizations.

 

Masha M. Yevzelman, Esq._myLawCLEMasha M. Yevzelman | Fredrikson & Byron P.A.

Masha chairs Fredrikson’s Tax Disputes & Litigation Group. She represents public and private companies, trusts, estates and highnet- worth individuals in complex tax disputes. She handles all stages of tax controversies—voluntary disclosures, audits, administrative appeals, tax court, district court and appellate litigation.

 

 

myLawCLE-Logo-2Matthew Duca | PwC

 

 

 

 

myLawCLE-Logo-2Justin Hill | KPMG

Agenda

DAY 1: MONDAY, DECEMBER 16, 2024

 

TOP TEN SALT CASES – AWAY WE GO | 8:25am – 9:20am

To set the stage for the Institute, this panel reviews the top ten SALT cases for 2024.

Moderator: Eric M. Anderson, Esq., Managing Director, Andersen Tax, San Francisco, CA
Eugene J. Gibilaro, Esq., Partner, Blank Rome, Tampa, FL
Breen M. Schiller, Esq., Principal, EY, Chicago, IL
Nicole Crighton, Esq., Principal, KPMG, New York, NY

POST MOOR(TUM) ON MOORE AND LOPER BRIGHT | 9:20am – 10:10am

This panel focuses on the elimination of agency deference in the context of state taxes. The panelists review the practical as well as the strategic impacts, outstanding state guidance that lacks promulgation through administrative procedure acts, challenges to agency deference, states’ attempts at retroactive enforcement and more.

Moderator: Mitchell A. Newmark, Esq., Partner, Blank Rome, New York, NY
Lynn A. Gandhi, Esq., Partner, Foley & Lardner, Detroit, MI
Brian L. Oliner, Esq., General Counsel, Federation of Tax Administrators, Washington, DC
Greg Rottjakob, Esq., CPA, Principal and National Leader, State Income and Franchise Tax, Ryan, Clayton, MO

BREAK | 10:10am – 10:25am

TRANSFER PRICING – SHOULD FORM CONTROL? | 10:25am – 11:15am

Review the nuts and bolts regarding intercompany transactions and state transfer pricing audits and discuss the key issues and latest updates.
Moderator: James E. Long, Esq., Partner, Bradley, Birmingham, AL
Aliza Sherman, Esq., Of Counsel, Stevens & Lee, Elmwood Park, NJ
Maria Todorova, Esq., Partner, Eversheds Sutherland (US), New York, NY
Jack Trachtenberg, CPA, Partner, Deloitte, New York, NY

WHAT IS THE PURPOSE OF THE PRIMARY PURPOSE TEST? | 11:15am – 12:10pm
This panel focuses on the primary purpose test in digital taxes and beyond, and reviews statutory and common law tests, the incidental to the services analysis, and how these tests are applied across all taxes.
Moderator: Marc Simonetti, Esq., Partner, State Tax Law, New York, NY
Carolynn S. Kranz, Esq., Managing Member, Industry Sales Tax Solutions, Doylestown, PA
Grace Kyne, Esq., Principal, EY, Boston, MA
Alysse McLoughlin, Esq., Partner, Jones Walker, New York, NY

LUNCH | 12:10pm – 1:00pm

NYU SCHOOL OF PROFESSIONAL STUDIES PAUL H. FRANKEL MEMORIAL POST-LUNCHEON ADDRESS OVERVIEW AND PREVIEW OF FEDERAL CONSTITUTIONAL ISSUES | 1:00pm – 2:00pm
Our commentators provide a spirited preview of the most significant constitutional cases in state taxation over the past year as well as a preview of important cases to watch in the coming year.
 Jeffrey A. Friedman, Esq., Partner, Eversheds Sutherland (US), Washington, DC
Richard D. Pomp, Esq., Professor of Law, University of Connecticut, Hartford, CT

THE ORIGINAL OG’S – WHAT GOES AROUND COMES AROUND | 2:00pm – 2:50pm
Our Emeritus Board Members provide a priceless review of the historical basis and development of today’s hottest SALT Issues. Evolution of the issues of nexus, unitary, discrimination and apportionment.
Moderator: Philip M. Tatarowicz, CPA, JD, LLM, Professor, Graduate Tax Program, Georgetown Law, Washington, DC
Hollis L. Hyans, Esq., Consultant, New York, NY
Shirley K. Sicilian, Esq., Consultant, KPMG, Washington, DC

BREAK | 2:50pm – 3:00pm

JUST PASSING THROUGH – PARTNERSHIPS SALT UPDATE | 3:00pm – 4:00pm
This panel reviews the current landscape regarding sourcing and apportionment issues related to partnerships, including tiered partnership, non-resident sourcing and more. The panel also reviews the status of the MTC’s current activities in this area and other timely topical developments.
Moderator: Bruce P. Ely, Esq., Partner, Bradley, Birmingham, AL
Jenn Stosberg, Esq., Counsel, Multistate Tax Commission, Washington, DC
Dale Y. Kim, CPA, Partner, PwC, New York, NY
Kelvin M. Lawrence, Esq., Partner, Dinsmore, Columbus, OH

A DAY IN THE LIFE OF A TAX DIRECTOR | 4:00pm – 5:00pm
Explore what a day in the life of tax director entails, from technology challenges, technical issues and data concerns, and what are the top considerations in administering the tax function.
Moderator: Patrick Reynolds, Esq., Executive Director, Council On State Taxation, Washington, DC
Robert J. Tuinstra, Jr., Esq., Senior Director – Domestic Tax Operations & Corporate Tax Counsel, Corteva, Wilmington, DE
Marji Gordon-Brown, Esq., Vice-President, MacAndrews and Forbes, New York, NY
Matthew Duca, Esq., Director, PwC, New York, NY

 

DAY 2: TUESDAY, DECEMBER 17, 2024

 

THE STICKY WICKET OF SOURCING | 8:25am – 9:20am
Try and get the ball through the sticky wicket of sourcing services, intangibles, the digital economy and more! This panel powers through as they review one of the toughest and most contestable areas of sourcing.
Moderator: Michael J. Hilkin, Esq., Partner, McDermott Will & Emery, New York, NY
Danielle Ahlrich, Esq., Partner, Transactional Tax Group Leader, Ryan Law, Austin, TX
Josh Pens, Esq., Director of Tax Policy Analysis, Colorado Department of Revenue, Denver, CO
Brian Kirkell, CPA, Esq., Principal, RSM US, Washington, DC

LIFE IS UNFAIR – WHAT SHOULD A TAXPAYER DO WHEN APPORTIONMENT IS UNFAIR | 9:20am – 10:10am
Fair apportionment is one prong of the Complete Auto Transit test, but what does it really mean? This panel identifies areas prone to fair apportionment scrutiny, discusses recent examples, and explores how taxpayers meet their burden of proof and defend against states’ assertions of alternative apportionment.
Richard Call, Esq., Partner, McDermott, Will & Emery, New York, NY
Justin Hill, Esq., CPA, Partner, KPMG, Dallas, TX
Drew Vandenbrul, CPA, Managing Director, Grant Thornton, Philadelphia, PA
David J. Shipley, Esq., Shareholder, Stevens & Lee, Princeton, NJ

BREAK | 10:10am – 10:25am

SO, YOU THOUGHT YOU HAD PRIVILEGE? | 10:25am – 11:25am
This panel reviews the current state of the art in our work environment, with the expansion of AI, and concerns regarding work product, ex-parte communications, Kovel agreements and more. Find out what you don’t know and other scary things!
Moderator: Timothy G. Schally, Esq., Partner, Tax Practice Group Chair, Michael Best & Friedrich, Milwaukee, WI
Ray Langenberg, Esq., Special Counsel for Tax Litigation, Texas Comptroller of Public Accounts, Austin, TX
Lindsay LaCava, Esq., Partner, Baker McKenzie, New York, NY
Georgios I. Tsoflias, Esq., Associate, Reed Smith, Philadelphia, PA

TOP CHALLENGES FACING TAX ADMINISTRATORS – NE ROUNDTABLE | 11:25am – 12:15pm
A perennial favorite, senior administrators from the state of New York, New Jersey, Pennsylvania, and Connecticut will share the state of their states and the top administrative and technical issues they are facing, with a look into 2025.
Moderator: Richard W. Genetelli, CPA, Managing Director, Genetelli Consulting Group, New York, NY
John Biello, MPA, Deputy Commissioner, Connecticut Department of Revenue Services, Hartford, CT
Patrick M. Browne, Esq., CPA, Secretary of Revenue, Pennsylvania Department of Revenue, Harrisburg, PA
Amanda Hiller, Esq., Acting Tax Commissioner and General Counsel, New York State Department of Taxation and Finance, Albany, NY
Marita R. Sciarrotta, MPA, Acting Director, New Jersey Division of Taxation, Trenton, NJ

LUNCH | 12:15pm – 1:15pm

TAX TOK – THE TIMELY NEW NAME FOR “WHAT’S HAPPENING EVERYWHERE TODAY” | 1:15pm – 4:20pm
Like its social media kin, TaxTok is a platform for sharing and discovery short topics, with a jam-packed afternoon of expert “influencers” providing a rundown of what you need to know about the important SALT developments affecting taxpayers. Current and entertaining, there are updates on CA, DC, KY, LA, MD, NJ, NY, OR, PA, SC, TX, VA, WA, Treasury’s offset program, and mandatory worldwide combined reporting.

Influencer: David A. Hughes, Esq., Partner, Kilpatrick Townsend & Stockton, Chicago, IL
Influencer: Ginny Buckner Kissling, Global President and Chief Operating Officer, Ryan, Dallas, TX
Influencer: Jeremy Gove, Esq., Counsel, Eversheds Sutherland (US), New York, NY
Influencer: Douglas L. Lindholm, Esq., Special Counsel, Council On State Taxation, Washington, DC
Executive Producer: Michael Garcia, Principal, Ryan, Dallas, TX

EXPERT INFLUENCERS:

Jeremy Abrams, Esq., Of Counsel, Foley & Lardner, New York, NY
Jaye Calhoun, Esq., Partner, Kean Miller, New Orleans, LA
Matthew Cammarata, Esq., Counsel, Lowenstein, New York, NY
Nikki E. Dobay, Esq., Shareholder, Greenberg Traurig, Seattle, WA Stephanie Anne Lipinski Galland, Esq., Partner, Miles & Stockbridge, Washington, DC
Matt Hunsaker, Esq., Partner, Baker Hostetler, Dallas, TX
Jennifer Karpchuk, Esq., Partner, Chamberlain Hrdlicka, Philadelphia, PA
Michael Kelley, Esq., Global Tax Counsel, Microsoft, Redmond, WA
Burnie Maybank, Esq., Counsel, Adams and Reese, Columbia, SC
Leah Robinson, Esq., Partner, Mayer Brown, New York, NY
Mark F. Sommer, Esq., Member and Practice Group Leader, Frost Brown Todd, Louisville, KY
Masha Yevzelman, Esq., Shareholder, Fredrikson & Byron, Minneapolis, MN

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