2024 IPT Annual Conference Speaker Presentations

June 23-26, 2024
Hilton San Diego Bayfront
San Diego, California

2024 Annual Conference Final Agenda-Information

2024 Annual Conference Registration List

General Sessions

Emerging Issues in State Taxation
Speaker:
Jared Walczak
Vice President of State Projects
Tax Foundation
Washington, DC  

Making the Case: Sands of Persuasion  
Speakers:
Michael J. Bowen, Esq. Shareholder
Akerman, LLP
Jacksonville, FL

Stephen P. Kranz, Esq.
Partner
McDermott Will & Emery LLP Washington, DC 

Christine Maddison, Esq. Partner
Reed Smith LLP
Philadelphia, PA

Ethical Challenges Encountered During “A Day in the Life of a Tax Director"
Speakers:
Glenn C. McCoy, Jr., CMI, Esq. 
Principal, Client Services 
Ryan, LLC
New York, NY 

Gwendolyn S. Evans, CMI 
Principal
GSE – The State Tax Experts
Dallas, TX 

Lindsay C. McAfee, Esq. 
Senior Manager, Multistate Tax Services
Deloitte Tax LLP
San Francisco, CA 

Jeff McGhehey, CMI
Senior Manager, Indirect Tax
The Home Depot
Atlanta, GA

Seaside Strategies: Harnessing AI to Revolutionize Tax Functions
Speakers: 
Nausher Hoodbhoy
Director
PwC
Los Angeles, CA

Austin Murray
CEO
Prophit.AI
Cleveland, OH

California Tax 2024 and Beyond
Speakers: 
Robert Gutierrez
President and Chief Executive Officer 
California Taxpayers Association 
Sacramento, CA

Dan Kostenbauder, JD
Vice President, Tax Policy 
Silicon Valley Leadership Group 
San Jose, CA

Joseph A. Vinatieri, Esq. 
Partner
Bewley, Lassleben & Miller, LLP 
Whittier, CA

SALTy Situations: Whether You're Zooming or Rooming, We've Got You Covered! 
Speakers:
Angela Deamico, CMI
Tax Senior Manager 
Deloitte Tax LLP
Seattle, WA

Amy Reilly Sallusti, Esq. 
Shareholder
Geary, Porter & Donovan, P.C. 
Addison, TX 

S.I. SALT: Charting a Course to Harmonize State and Local Taxation
Speakers:
Samantha K. Trencs, Esq.
Of Counsel 
Greenberg Traurig LLP
Washington, DC

Andrew Woodman
Head of Tax, Americas
Sumitomo Mitsui Banking Corporation
New York, NY

Transferability Under the Inflation Reduction Act – Market Outlook for 2024  
Speakers:
Ian Boccaccio
Principal and Practice Leader, Income Tax
Ryan, LLC
New York, NY 

Adam P. DeZego, CPA  
Director, State and Local Tax – Tax Credits and Incentives
Moss Adams LLP
St. Louis, MO 

David Haug 
CEO
Bildmore Renewables
Houston, TX

Are You Getting All of Your Property Tax Incentives? Identifying Different Property Tax Programs/PILOT Programs
Speakers:
Emily W. Ham 
Manager, State Government Relations - Southeast Region
International Paper Company
Atlanta, GA

Will Johnson
Attorney
Haynsworth Sinkler Boyd, P.A.
Columbia, SC

Elissa Wilson, Esq. 
Attorney of Counsel, Tax and Economic Development Incentives
Vorys, Sater, Seymour and Pease LLP
Columbus, OH

Credits & Incentives Breakout Presentations

Value of Data and Technology for Business Credits and Incentives
Speaker:
Daleen Buter
Global Tax Incentive Lead
Amazon MGM Studios
Culver City, CA

Prevalence and Use of Pollution Control and Green Credits 
Speakers: 
Karen Hensley-Chelstowska, CPA
Director, Global Incentives
Kraft Heinz Company
Dallas, TX

Garrett Peters 
Senior Tax Manager
KE Andrews
Dallas, TX

Federal/State Legislation – Another Tool in the Toolbox 
Speakers:
Alex B. Leath, Esq. 
Partner
Bradley
Birmingham, AL 

Scott J. Ziance, Esq. 
Partner and Economic Development Incentives Practice Leader 
Vorys, Sater, Seymour and Pease LLP
Columbus, OH

Effect of Natural Resources (Water, Energy, etc.) and Utilities on Site Selection
Speakers: 
Ben Weisfuse
Senior Manager - Tax Incentives 
CBIZ MHM, LLC 
White Plains, NY

Benton C. Blaine, Esq.  
Managing Director
Cushman & Wakefield, Inc. 
Charlotte, NC 

Syndication, Transferability, and Monetization of Federal/State Credits
Speakers: 
Lawrence A. Baerveldt
Senior Vice President | Tax Credit Sales
U.S. Bancorp Impact Finance
Saint Louis, MO

Janette M. Lohman, CMI, CCIP, Esq., CPA
Partner
Thompson Coburn LLP
St. Louis, MO

Financing Challenges and Using Credits & Incentives to Help Make the Deal Paper
Speakers:
Danielle Polak, Esq.
Director of Economic Development The Kroger Co.
Hilliard, OH

Patric S. Zimmer
President
Maxis Advisors LLC
Charlotte, NC

Property Tax Breakout Presentations

The Challenging and Changing Market for Multifamily and Single-Family Assets: Opportunities and Pitfalls in the Current Interest Rate Environment and Evolving Demographics
Speakers: 
Charles G. Dannis, MAI, SRA 
Senior Managing Director 
National Valuation Consultants, Inc. 
Centennial, CO 

Kathleen F. Donovan, Esq. 
Shareholder
Geary, Porter & Donovan, P.C.
Addison, TX 

Diminution in Value: Client Utilization, Inutility, Obsolescence and Excessive Use of Business Personal Property  
Speakers:
Laura D. Guthrie, CMI, MAcc 
Senior Manager
Grant Thornton Advisors LLC 
Tulsa, OK 

John Ray
Senior Vice President
BVA Group
Plano, TX 

Forging a Path to Success: Evaluating the Weaknesses in Your Case and the Opposition’s Case 
Speakers: 
Benjamin R. Bilton, Esq. 
Attorney
Worsek & Vihon, LLP 
Chicago, IL 

Peter Helland, MAI, AI-GRS 
Senior Vice President 
Newmark Valuation & Advisory 
Chicago, IL 

Current Developments in Intangibles in Hotel Valuation: Part 1
Speakers:
Jaye A. Calhoun, CMI, Esq. 
Partner
Kean Miller LLP
New Orleans, LA

Charles J. Moll, III, Esq. 
Partner
McDermott Will & Emery LLP 
San Francisco, CA

“By Design” - How Your Plant Layout Can Affect Productivity and Market Value
Speakers:
Gerard N. Amoroso, Jr., CMI, MBA
Director, State & Local Tax
Grant Thornton Advisors LLC
Austin, TX 

Joseph L. Torzewski, MAI 
Managing Director, Valuation Advisory
Stout
Houston, TX

Cost and Value: Errors and Assumptions
Speakers: 
Nicholas Carter, MAI, SRA, MRICS 
Senior Director
Altus Group
Keller, TX

Nathan Herrscher, MAI
Director
BBG, Inc.
Cottonwood Heights, UT

Are You Seeing Double…Avoiding Double Taxation
Speakers: 
Mark Kinch, CMI 
Manager Property Tax
Ernst & Young LLP
Kansas City, MO 

Robert A. Koltiska 
Senior Vice President, Property Tax
Brookfield Properties
Cleveland, OH 

The Office Market: The Short Road to the Bottom
Speakers:
Richard Hanna, CMI 
Senior Tax Manager, Property Tax
DMA - DuCharme, McMillen & Associates, Inc. 
Scottsdale, AZ 

David A. Schneider, Esq.
Partner
Archer & Greiner, P.C.
Princeton, NJ 

Strategic Takeaways from West Coast Legal Developments: Intangibles, Change of Ownership, & More
Speakers: 
Gregory R. Broege, Esq. 
Attorney/Partner
Ajalat, Polley, Ayoob, Matarese & Broege 
Glendale, CA

Michelle DeLappe, CMI, JD, LLM 
Partner
Fox Rothschild LLP
Seattle, WA 

The Legend of Ron Burgundy & Personal Property Tax Assessments - A Discussion About Things that are not Based in Reality
Speakers: 
Lazaro J. Seijo, ASA 
President
Property Tax Research Services 
Missouri City, TX

Scott M. Tyler, CMI 
Director
Ryan, LLC
Tampa, FL

Building and Defending Cap Rates in a Volatile Market 
Speakers:
Rachel Duck, CMI 
Principal, Property Tax Commercial
Ryan, LLC
Austin, TX 

J. Kieran Jennings, CMI, Esq., CRE
Attorney
Siegel Jennings Co., L.P.A.
Cleveland, OH

Great Expectations: Managing Client Expectations in a Down Market (Especially if the Assessor is Slow to Catch Up)
Speakers:
Nicholas Jordan, Esq.
Partner
Worsek & Vihon, LLP
Chicago, IL 

Jacquelyn Mascetti, Esq.
Partner
Herman Katz LLP
Melville, NY 

It’s Electric! The Effect of State Decarbonization Policies on Property Tax Assessments of Gas Distribution Companies 
Speakers: 
James R. Asay 
Director - Corporate Tax
Sempra Energy
San Diego, CA

Donna Empson-Rudolph, CMI
Multistate Tax/Property Tax/Complex Properties 
Deloitte Tax LLP
Houston, TX 

Navigating Unitary/Central Assessments: Insights, Challenges, and Recent Developments  
Speakers:
Johnny Deeds, Esq. 
Partner
Crapo | Deeds
Bountiful, UT

Richard Rigby 
Director, Indirect Tax 
The Williams Companies, Inc.
Tulsa, OK

How Will Assessors Respond? The Next Chapter for Taxpayers in the Intangibles Debate following Westin St. Francis, OGP and Disney
Speakers:
Mary O'Connor, CMI, ASA, CRE, CFE
Partner, Forensic and Valuation Services
Sikich LLP
Indianapolis, IN 

Cris K. O'Neall, Esq. 
Shareholder
Greenberg Traurig, LLP
Irvine, CA 

The Battle of Removing Embedded Software from High-Tech Equipment  
Speakers:
Bryson Peters
Senior Manager - Technology, Media & Telecommunications
Deloitte Transactions & Business Analytics LLP
Atlanta, GA 

Matthew Rakela, CMI 
Senior Manager - Property Tax
Ernst & Young LLP
Napa, CA 

Commercial Real Estate: Then and Now 
Speakers: 
Jorge Paredes, CRE, FRICS, CFA, MAI 
Senior Director
Altus Group 
Irvine, CA

James T. Ryan, III, CMI, Esq. 
Senior Attorney
Stavitsky & Associates LLC
Fairfield, NJ

Evaluating the Ever-Changing Complexities of the Renewable Energy Industry
Speakers:
Joseph G. Kettell, ASA 
Senior Managing Director
Appraisal Economics Inc.
Paramus, NJ

Scott Mitchell, MBA 
Director-Strategic Valuation Services
DMA - DuCharme, McMillen & Associates, Inc. 
Scottsdale, AZ

Sales Tax Breakout Presentations

Beware the Riptide: Understanding the Taxability of Digital Goods and Digital Products in 2024
Speakers: 
Chelsea Marmor, JD 
Counsel 
Eversheds Sutherland (US) LLP 
New York, NY

Dakota Newton, JD, LLM 
Senior Associate
Duane Morris LLP
Chicago, IL 

Relocating? Not All Beaches Are the Same When It Comes to Sales Tax!  
Speakers:
Justin Gulotta, JD
Senior Manager, Indirect Tax 
Deloitte Tax LLP
New York, NY 

Trevor Kwan
Tax Senior Manager
California Resources Corporation
Los Angeles, CA

Lighthouses in the Fog: Tips and Tricks for Building Relationships and Collaborating with Business Partners 
Speakers: 
Daniel E. Ernst 
Director, Practice Development
DMA-DuCharme, McMillen & Associates, Inc.
Cleveland, OH

Sara Juarez, CMI
Indirect Tax Manager
Veeva Systems Inc.
Pleasanton, CA 

Tidal Pool Mystery: Can You Touch It?  Is It Real…Personal…Intangible…Or Just Slimy Taxable?
Speakers: 
Lynn S. Linné, Esq. 
Attorney/Shareholder
Fredrikson & Byron P.A.
Minneapolis, MN 

Thomas A. Zessman
Tax Director
Ameriprise Financial Services, Inc.
Minneapolis, MN 

Regional Breakout (East): Let’s See What is Going on in Our Sand Box
Speakers:  
Argi O'Leary
Principal, Advocacy
Ryan, LLC
New York, NY 

Aaron M. Young, CMI, Esq.
Partner
Reed Smith LLP
New York, NY 

Regional Breakout (West): Let’s See What is Going on in Our Sand Box
Speakers:  
Aaron C. Johnson, Esq., JD, LLM 
Shareholder
Lane Powell PC
Seattle, WA

Mike Shaikh, Esq. 
Tax Partner
Armanino LLP
Irvine, CA

Navigating the Tax Shore: Harnessing AI Waves for Smooth Sailing and Watching Out for the Hidden Treasures of Automation
Speakers:
Lawrence J. Mellon
Tax Director - Chief Tax Office 
Vertex Inc.
King of Prussia, PA

Ray Vizza, CMI
Managing Director
Grant Thornton Advisors LLC
Chicago, IL

Sally Sells Seashells Through an Online Marketplace? 
Speakers:
Kelly R. Smith
Tax Director
Evolve Vacation Rental Network Inc 
Denver, CO

Diane L. Yetter, CPA 
President
YETTER - Tax Meets Technology 
Chicago, IL

Regional Breakout (Central): Let’s See What is Going on in Our Sand Box
Speakers:
Nicole Gould Frey, CMI, Esq., MBA
Attorney, State and Local Taxation
Breazeal, Sachse and Wilson LLP
Baton Rouge, LA

Mark A. Loyd, CMI, Esq., CPA 
Partner & Co-Leader, Tax National Practice Group 
Dentons
Louisville, KY

Sun, Sand, and the Latest Wave of Sales Tax Updates 
Speakers: 
Kyle M. Brehm, CMI, MBA, Esq. 
State & Local Tax Attorney
Fredrikson & Byron P.A.
Minneapolis, MN

Jennifer W. Karpchuk, Esq. 
Shareholder
Chamberlain Hrdlicka
Philadelphia, PA 

Sun-Kissed Sustainability: Navigating Renewable Projects and Incentives
Speakers: 
Emily Gauthier, CMI
Managing Director, State and Local Tax
KPMG LLP
Pittsburgh, PA

Mark F. Sommer, Esq.
Partner and Practice Group Leader
Frost Brown Todd LLP
Louisville, KY

Be the Captain of Your Ship: Tax Engine Superuser Best Practices 
Speakers:
Sam Guevara
Principal, Tax Technology Practice Leader 
Ryan, LLC
Irvine, CA

Manuel Ernesto-Mulato
Manager, Corporate Taxes
Salt River Project
Phoenix, AZ

“Which is More Gross? Slimy Seaweed or Computing Gross Receipts Taxes?”
Speakers: 
Gregg D. Barton, Esq.
Partner
Perkins Coie LLP
Seattle, WA 

Desirai Svetcov, CMI, MBA
Senior Manager, Indirect Tax, North America
Blackhawk Network Inc.
Pleasanton, CA

Seaside Mergers & Acquisitions: Navigating the Waves of Strategies and Tax Traps
Speakers: 
Jeffrey P. Birdsong, Esq. 
Partner
Jones Walker LLP
New Orleans, LA

Chin Yu
Advisory Partner
Calvetti Ferguson LLC
Dallas, TX

Diving Into the Taxability of Services
Speakers:
Christopher T. Lutz, Esq.
Partner 
Jones Walker LLP
Washington, DC

Eli Geffin, Esq., MBA 
Director - Tax Research and Planning 
AT&T
Atlanta, GA

Sail Into Your Audits With Ease – How to Manage your Audits 
Speakers:
Jeremy Gove, Esq.
Attorney
Eversheds Sutherland (US) LLP 
New York, NY 

Clark Hemingway, CMI 
Indirect Tax Director
ABB Inc.
Cary, NC 

Brighton Beach or Wildwood - Wandering Workforce: Allocating Sales and Use Taxes Based on Multiple Points of Use
Speakers:
Kailee Eidson
Tax Manager
DMA - DuCharme, McMillen & Associates, Inc.
Atlanta, GA 

Eric Schaefer, JD, CPA
Practice Lead Technology & Communications
CereTax
Morrison, CO

Navigating the Tax Shoreline: A Voluntary Disclosure Journey
Speakers: 
Winona Dotson, CMI
Director, Property and Sales Tax
Public Storage Inc.
Glendale, CA 

DiAndria Green, JD, LLM 
SALT Partner
Bennett Thrasher PC
Fairburn, GA 

Elizabeth Schraeder, CMI, CPA 
Director
PwC
Dallas, TX

Are you Tide Down in Compliance? It’s Not Always Smooth Sailing
Speakers:
Rita Dunne, CMI
State and Local Tax Senior Manager
Crowe LLP
Atlanta, GA 

Danielle Johnson
Director
Fanatics Holdings, Inc.
Jacksonville Beach, FL

Sunset Reflections: Wayfair's 6th Anniversary and Navigating the Tides of Economic Nexus 
Speakers:
Carolynn S. Kranz, JD, CPA 
Chief Operating Officer 
Industry Sales Tax Solutions 
Doylestown, PA

David Williamson Wells, CMI, CPA
Senior Manager - State and Local Tax
RSM US LLP
Charlotte, NC

Employees from Shore to Shore: Impact of Mobile & Remote Workforce
Speakers: 
Vanessa Frank, CMI 
Director  
PwC
San Francisco, CA

Jennifer S. White, Esq. 
Partner
Reed Smith LLP
New York, NY 

State Income Tax Breakout Presentations

Currents of Contention: The Top 10 Income Tax Litigation Cases
Speakers: 
Samantha K. Breslow, Esq. 
Partner
Kilpatrick Townsend & Stockton LLP 
Chicago, IL

Christopher A. Wilson, Esq. 
Partner
Holland & Knight LLP
Nashville, TN

Finding Buoyancy with Tax Insurance in Rough Seas
Speakers:
Justin Pierce Berutich, Esq. 
Managing Director - Head of Tax 
Euclid Transactional, LLC
New York, NY 

Harrison Krupnick
Vice President | Tax Insurance 
Alliant Insurance Services Inc. 
New York, NY

Making Sense of the Complex Wave of Financial Transaction Taxation
Speakers:
David C. Blum, Esq.
Co-Chair Tax Practice Group 
Akerman, LLP
Chicago, IL

Kathleen Quinn, Esq. 
Partner
Jones Walker LLP
New York, NY 

Understanding the Ebb and Flow of Cross-Border Taxation
Speakers:
Jeffrey S. Reed, Esq. 
Partner
Kilpatrick Townsend & Stockton LLP
New York, NY

Meredith Smith, CPA
State and Local Tax Senior Manager
TaxOps SALT, LLC
Golden, CO

Shaping Our Shorelines Through Tax Policy and Economic Development
Speaker: 
Ray McCarty 
President/CEO
Associated Industries of Missouri 
Jefferson City, MO

Navigating through the Waves of State Tax Compliance and Audit Reporting
Speakers:
Matthew Aksamit
Senior Manager 
PwC 
Washington, DC

Jeff J. Cook, CPA 
Managing Director
Grant Thornton Advisors LLC
Chicago, IL 

Steven T. Wiant
State Tax Manager
Marmon Holdings Inc., a Berkshire Hathaway Company
Chicago, IL