Fall Tax Meeting Virtual 2021 | American Bar Association (ABA) | 20 September 2021 | Virtual Event

The Tax Section is excited to offer our Fall Tax Meeting programming in a virtual format that we expect will be very useful to every member of the tax law community. With more than 40 CLE programs, a plenary session and virtual networking opportunities, we plan to offer attendees a wealth of information and engagement over five days. Registration is available for the entire virtual meeting and may be purchased by Section members at a discount. Registration includes complete access to live and on-demand recordings of all sessions. We look forward to your participation in the Section’s virtual Section meeting.

2021 Speakers

Thomas A. Barthold
Chief of Staff, Joint Committee on Taxation

MODERATORS:

Martha N. Steinman
Hogan Lovells US LLP, New York, NY

Eileen Marshall
Cooley LLP, Washington, DC

David A. Whaley
Thompson Hine LLP, Cincinnati, OH

Don Wellington
Wellington Gregory LLP, Los Angeles, CA

David A. Hughes
HMB Legal Counsel, Chicago, IL

Audrey Nacamuli Charling
General Electric Company, Norwalk, CT

Rita Patel
DLA Piper LLP, Washington, DC

John A. Biek
Neal, Gerber & Eisenberg LLP, Chicago, IL

Elena Kaplan
Jones Day, Atlanta, GA

Andrew C. Liazos
McDermott Will & Emery LLP, Boston, MA

Mary C. Bennett
Baker & McKenzie LLP, Washington, DC

Michael Resnick
Eversheds Sutherland

Ellen McElroy
Partner, Eversheds

James P. Joseph
Arnold Porter, Washington, DC

David A. Shevlin
Simpson Thatcher & Bartlett LLP

Michelle F. Schwerin
Capes Sokol, St. Louis, MO

Benjamin Eisenstat
Caplin Drysdale, Washington, DC

Alison Peak
Davis & Harman LLP, Washington, DC

Grace Sullivan
Davis & Harman LLP

Scott Lee
Morgan, Lewis & Bockius LLP

Jeremy DeMuth
Deloitte Tax LLP, Chicago, IL

Kristen Martin
EY, Washington, DC

Leila Vaughan
Royer Cooper Cohen Braunfeld LLC, Conshohocken, PA

Antoinette Ellison
Jones Day, Atlanta, GA

Rocco Femia
Member, Miller Chevalier

Amanda Varma
Steptoe, Washington, DC

Roberta Mann
University of Oregon School of Law, Eugene, OR

Danny Reach
Alston & Bird, Charlotte, NC

Katie Pratt
Professor of Law and Sayre Macneil Fellow, LMU Loyola Law School Los Angeles

Victor A. Jaramillo
Caplin & Drysdale, Washington, DC

Shahin Rahimi
Legal Aid Society of San Diego, San Diego, CA

Richard LaFalce
Morgan Lewis & Bockius LLP, Washington, DC

Dan Paulos
Senior Manager, KPMG

Omeed Firouzi
Philadelphia Legal Assistance Taxpayer Support Clinic Staff Attorney, Philadelphia, PA

Jonathan D. Grossberg
Grossberg Continuing Education, Wynnewood, PA

Adam Abrahams
Meyers Hurvitz Abrahams LLC, Rockville, MD

Anthony Marqusee
Philadelphia Legal Assistance, Philadelphia, PA

Briana Fehringer
Partner at Anderson & Jahde, P.C., Littleton, CO

Edward J. Leyden
Leyden Law LLC, Washington, DC

Andrew Lendrum
Agostino & Associates PC, Hackensack, NJ

Thomas J. Phillips
Von Briesen & Roper, Milwaukee, WI

Olivia Orobona
Principal, M&A Tax, PwC US

Steven R. Schneide
Stroock & Stroock & Lavan LLP, Washington, DC

David L. Friedline
Deloitte Tax LLP, New York, NY

Rochelle Hodes
Crowe LLP, Washington DC

Aaron Esman
SheppardMullin, New York, NY

Michael Desmond
Partner, Gibson, Dunn & Crutcher LLP, Los Angeles, CA

Brian Americus
Deloitte Tax; Amish Shah, Eversheds Sutherland

Elena Romanova
Latham & Watkins

Pamela A. Fuller
Tully Rinckey, Zahn Law, New York, NY

PANELISTS:

Janette Lohman
Thompson Coburn LLP, St. Louis, MO

Christopher Wilson
Waller Lansden Dortch & Davis LLP, Nashville, TN

Jaye Calhoun, Kean Miller LLP, New Orleans, LA; Alysse McLoughlin, Jones Walker
LLP, New York, NY; Dale Y. Kim, EY, New York, NY

David A. Weisbach
Walter J. Blum Professor of Law, University of Chicago School of Law, Chicago, IL

Timothy Meyer
Professor of Law, Director, International Legal Studies Program, Vanderbilt Law School, Nashville, TN

Lorenz Haselberger
Shearman & Sterling

Rob Massey
Partner, Deloitte Tax LLP

Matthew Stevens
Principal, EY

Kashi Way
Senior Legislation Counsel, Joint Committee on Taxation

Kim Wojcik
Attorney-Advisor, Treasury

Maggie Stehn
Attorney, Branch 6, Passthroughs and Special Industries, IRS

Julie Chapel
Director, Washington National Tax, KPMG

Joseph Mikrut
Capitol Tax Partners

Jeremiah Coder
Deputy Director, International Tax Policy, Revenue Jersey, Saint-Helier, Jersey

Stephanie Johnston
Tax Notes International; Michael Kaercher, NYU Tax Law Center

Scott Hodge
President, Tax Foundation

Professor Annette Nellen
San Jose State University, San Jose, CA

Robert J. Kovacev
Norton Rose Fulbright US LLP, Washington, DC

Sharyn M. Fisk
Director, IRS Office of Professional Responsibility, Washington, DC

Emily Lesniak
Special Counsel (Procedure & Administration), IRS Office of Chief Counsel, Washington, DC

Kirsten N. Witter
Senior Level Counsel (General Legal Services), IRS Office of Chief Counsel, Washington, DC

Greg Armstrong
KPMG, Washington, DC

Maria Dolan
IRS, Large Business & International Division, Tampa, FL

Rachel Cantor
Kirkland & Ellis LLP, Chicago, IL

Sarah Schaefer
Senior Tax Policy Advisor at Senate Finance Committee, Washington, DC

Wendy Kribell
PwC, Washington, DC

Kenneth C. Corbin
Commissioner, Wage & Income Division, IRS, Atlanta, GA

Andrew VanSingel
Local Taxpayer Advocate, IRS, Chicago, IL

Olena Ruth
Ruth Tax Law, Denver, CO

W. Edward (Ted) Afield
Clinical Professor of Law and Director

Philip C. Cook Low
Income Taxpayer Clinic, Georgia State University, Atlanta, GA

Joshua Beck
Attorney Advisor, Taxpayer Advocate Service, Des Moines, IA

Leigh Osofsky
Professor of Law, University of North Carolina School of Law, Chapel Hill, NC

Joshua Blank
Professor of Law, University of California, Irvine School of Law, Irvine, CA

Nita Asher
PwC

Wei Fan
Grant Thornton; Kelly Rubin, Jones Day

Ilene W. Fine
PwC, Washington, DC

Kenneth A. Jeruchim
Senior Technical Reviewer, IRS Office of Associate Chief Counsel (International)

Joshua S. Kaplan
KPMG LLP, Philadelphia, PA

Ryan P. McCormick
Senior Vice President & Counsel, The Real Estate Roundtable, Washington, DC

Monisha Santamaria
Legislation Counsel, Joint Committee on Taxation, Washington, DC

William Pauls
Deloitte; Meaghan A. Wolfe, McDermott Will & Emery

Justin Kellar
Senior Technician Reviewer, Branch 3, IRS

Preston Demouchet
Carter Ledyard & Milburn LLP, New York, NY

Ashley Sawyer
Loeb and Loeb LLP, Washington, DC

Anna Soliman
Fiduciary Trust International, Los Angeles, CA

Naomita Yadav,
Withers Bergman LLP, San Francisco, CA

Lisa Zarlenga
Steptoe & Johnson LLP, Washington DC

Guinevere Moore
Moore Tax Law Group LLC, Chicago, IL

James Creech
Baker Tilly, San Francisco, CA

Jeffrey Alberty
Grant Thornton, Denver, CO

Justin L. Mills
Robinson, Diss & Clowdus, P.C., Denver, CO

Nancy Ryan
Legal Services of Northern Virginia, Inc., Fairfax, VA

Daniel Rosefelt
Rosefelt & Associates, LLC, Bethesda, MD

Daniel Press
Chung & Press PC, Mclean, VA

Jason Freeman
Freeman Law PLLC, Frisco, TX

Eric Anderson
Andersen Tax, San Francisco, CA; Kelvin M. La

Kandyce L. Korotky
Covington & Burling LLP, Washington, DC

Janelle N. Darnell
McGuireWoods, LLP, Washington, DC

Jaye Calhoun
Kean Miller, New Orleans, LA; Mark Richards, Ice Miller, Indianapolis, IN

Christopher Valvardi
IRS Office of Chief Counsel (P&A), Washington, DC

Audrey Patten
Harvard Legal Services Center, Jamaica Plain, MA

Laura Baek
IRS TAS, Washington, DC

Barbara Heggie
Low-Income Taxpayer Project, Concord, NH

Nanette Downing
Director of Identity Assurance, IRS, Washington, DC

Kristen Landreth
Supervisory Tax Analyst, Return Integrity Verification Program, IRS, Ogden, UT

Julie M. Dewberry
Higgs Fletcher & Mack LLP, San Diego, CA

Nolan A. Moullé, III
The Northern Trust Company, Houston, TX

Brandon Long
McAfee & Taft, Oklahoma City, OK

Judy Hensley
Roberts & Holland LLP, New York, NY

Timothy G. Verrall
Ogletree Deakins, Houston, TX

Sabrina Strand
University of Denver’s Low Income Taxpayer Clinic, Denver, CO

Harry L. Gutman
Ivins, Phillips & Barker, Chartered, Washington, DC

Justin Miller
Evercore Wealth Management, LLC/Evercore Trust Company, N.A., San Francisco, CA

Thomas A. Cooper
Moore and Van Allen, PLLC, Charlotte, NC

Brent Lipschultz
Eisner Amper LLP, New York, NY

Alex Tanouye
Northern Trust Company, Washington, DC

Jacquelyn Meng Abbott
Vorys, Sater, Seymour and Pease, LLP, Houston, TX

William D. Fischer
Attorney Advisor, IRS Associate Chief Counsel, Employee Benefits, Health and Welfare Branch, Washington DC

Yelena F. Gray
Nixon Peabody LLP, Chicago, IL

Kevin Knopf
Senior Technician Reviewer, IRS Office of Chief Counsel, Washington, DC

Eisner Amper
LLP, New York, NY

Carolyn M. Trenda
McGuireWoods LLP, Chicago, IL; Kimberly Wilcoxon, Thompson Hine LLP, Cincinnati, OH

Jahiz Noel Agar
Trucker Huss, San Francisco, CA

Beth A. Mandel
Thompson Hine LLP, Cincinnati, OH

Emily Lucco
Groom Law Group, Washington, DC

Matthew Litton
Department of Labor, Washington, DC.

Peter Blessing
Associate Chief Counsel, International, Office of Chief Counsel, IRS

Stuart Leblang
Akin Gump; David Miller, Proskauer

Sam Riesenberg
KPMG LLP

Patrick E. Sigmon
Davis Polk & Wardwell LLP, New York, NY

Rebecca Lee
PwC, Dallas, TX

Farrah Fielder
Slavic 401k, Boca Raton, FL

Susan Rees
The Wagner Law Group, Washington, DC

Stefan P. Smith
Locke Lord LLP, Dallas, TX

Robert J. Toth, Jr.,
Law Office of Robert J. Toth, Jr. LLC, Fort Wayne, IN

Hana M. Boruchov
Boruchov Gabovich & Associates PC, New York, NY

William Schmidt
Legal Aid of Western Missouri, Kansas City, MO

Patrick W. Thomas
Frost Brown Todd, Louisville, KY

Honorable Steven D. Grimberg
United States District Judge, Northern District of Georgia

Lawrence Hill
Steptoe & Johnson, New York, NY

Jeffrey Neiman
Marcus Neiman Rashbaum & Pineiro, Ft. Lauderdale, FL

Caroline Ciraolo
Kostelanetz & Fink, Washington, DC

Professor Alice Abreu
Honorable Nelson A. Diaz Professor of Law and Director, Temple Center for Tax Law and Public Policy, Temple University Beasley School of Law, Philadelphia, PA

Caroline D. Ciraolo
Kostelanetz & Fink, LLP, Inaugural Vice Chair, Membership, Diversity, and Inclusion, Tax Section Council, ABA

Professor Steven Dean
Brooklyn Law School; Honorable Juan F. Vasquez, US Tax Court

Lany L. Villalobos
Kirkland & Ellis, LLP, Assistant Secretary, Tax Section Council, American Bar Association (2021-2022), Immediate Past-Chair, ABA Tax Section Diversity Committee

Olga Loy
Winston & Strawn LLP, Chicago, IL

Jc. Collett
CohnReznick, Hartford, CT

Caryn Friedman
Ernst & Young LLP, Washington, DC

Jenny Levine
Quinnipiac University School of Law, North Haven, CT

Gregg Polsky
University of Georgia School of Law, Athens, GA

Manoj Viswanathan
UC Hastings Law, San Francisco, CA

Samantha Jacoby
Center for Budget and Policy Priorities, Washington, DC

Lindsay Kitzinger
Covington & Burling LLP, Washington, DC

Aaron Junge
PwC, Washington, DC

Brian Jenn
McDermott Will & Emery LLP; Mary Bennett, Baker McKenzie

Bryan Camp
Texas Tech University School of Law, Lubbock, TX

Kristin Hickman
University of Minnesota Law School, Minneapolis, MN

David W. Foster,
Skadden, Arps, Slate, Meagher & Flom LLP, Washington, DC

Gil Rothenberg
Former Chief of the Justice Department Tax Division’s Appellate Section, Adjunct Professor of Law at American University’s Washington
College of Law, Washington, DC

Brianne DeSellier,
Crowe LLP, Ft. Lauderdale, FL

Janelle Darnell
McGuireWoods, Washington, DC

Matthew Rappaport
Falcon Rappaport & Berkman PLLC, New York, NY

Alan Lederman
Gunster, Ft. Lauderdale, FL

E. John Wagner, II
Williams Parker,Sarasota, FL

Harlan Weller
Senior Actuary, Department of Treasury, Washington, DC

Linda Marshall
Senior Counsel, Office of Associate Chief Counsel (TEGE), IRS, Washington, DC

Melissa Rifkin
Attorney, Regulatory Affairs Division, Program Law and Policy Department of OGC, Pension Benefit Guaranty Corporation, Washington, DC

Kimberly Neureiter
General Attorney, Bankruptcy, Transaction and Terminations Department of OGC, Pension Benefit Guaranty Corporation, Washington, DC

Rosina Barker
Morgan Lewis & Bockius LLP, Washington, DC

Harold J. Ashner
Keightley & Ashner LLP, Washington, DC

DevcKyle
Bredhoff & Kaiser PLLC, Washington, DC

Israel Goldowitz, The Wagner Law Group, Washington DC

John H. Wendeln
Thompson Hine LLP, Cincinnati, OH

Kathleen Reed
Branch Chief, Branch 7, Income Tax & Accounting, IRS, Washington, DC

Patrick Clinton
Office of Chief Counsel - Income Tax & Accounting, IRS, Washington, DC

Jason Seo
Grant Thornton LLP, Washington, DC

Jennifer Bernardini
Attorney, Office of Chief Counsel – Passthroughs & Special Industries, IRS, Washington, DC

Andrea Mouw
Eide Bailly, Minneapolis, MN

Jason Belbot
RSM US LLP, Baltimore, MD

The Honorable Emin Toro
U.S. Tax Court, Washington, DC

Richard G. Goldman
Deputy Associate Chief Counsel (Procedure & Administration) Office of Chief Counsel, IRS, Washington, DC

Natasha Goldvug
Department of Treasury, Washington, DC (Invited)

Daniel Strickland
Eversheds Sutherland LLP

Christine Kim
Tax Associate, Baker & McKenzie LLP

Pamela Grewal
Special Trial Attorney, Internal Revenue Service, Office of Chief Counsel (Large Business & International)\

Rene Morency
Sandberg Phoenix & von Gontard PC

Linda S. Marshall
Senior Counsel, Qualified Plans Branch 1 Office of Associate Chief Counsel (Employee Benefits, Exempt Organizations, and Employment Taxes)

Jean Baxley
Managing Director, Deloitte LLP, Washington, DC

Victoria Glover
Deloitte LLP, Washington, DC; Stephen B. Tackney, Washington, DC

Brandon Ford
IRS, Washington, DC; Will Davis, Capitol Tax Partners, Washington, DC

Kathryn Sneade
Branch Chief, IRS, Washington, DC

Jesse Eisinger
Senior Reporter & Editor, ProPublica, Washington, DC

Cara Griffith
President and CEO, Tax Analysts, Washington, DC

Nina Olson
Executive Director, Center forTaxpayer Rights, Washington, DC

Jenny Johnson Ware
McDermott Will & Emery, Chicago, IL

Steven Bonneau
Northern Trust, Chicago, IL

Sandra Brown
Hochman Salkin Toscher & Perez, Beverly Hills, CA

Eric S. Benderson
Associate General Counsel, Office of Litigation and Claims, U.S. Small Business Administration, Washington, DC

Barbara Kaplan
Greenberg Traurig, New York, NY

Charles Gorham
Special Counsel to Associate Chief Counsel, Office of Chief Counsel - Income Tax & Accounting, IRS, Washington, DC

Megan E. Bell
Morgan, Lewis & Bockius LLP

Elinor Ramey
Partner, Steptoe & Johnson LLP

Ofer Lion
Seyfarth Shaw LLP, Los Angeles, CA

LaVerne Woods
Davis Wright, Tremain LLP, Seattle, WA

Michelle Michalowski
PricewaterhouseCoopers, Washington, DC

A.L. (Lorry) Spitzer
Massachusetts Institute of Technology

Robert Wexler
Adler & Colvin, San Francisco, CA

Chelsea Rubin, Morgan, Lewis & Bockius LLP, Washington, DC

Janine Cook
Deputy Associate Chief Counsel (EEE), IRS Office of Chief Counsel, Washington, DC

Amber MacKenzie
Senior Technician Reviewer, IRS Office of Chief Counsel, Washington, DC

Nathanael DeJonge
Attorney, IRS Office of Chief Counsel (EEE), Washington, DC

Randall Thomas
Attorney, IRS Office of Chief Counsel (EEE), Washington, DC

Tony Coughlan
RSM US LLP; Les Schneider, Ivins Philips & Barker

Jason Black
PwC; Jennifer Records, IRS

Wendy Friese
Department of the Treasury

Thierry Boitelle
Bonnard Lawson Geneva Ltd., Switzerland

Delcia Capocasale
Cuatrecasas, Spain; Alexandre Groult, Quinn Emanuel, France

Joshua D. Odintz
Holland & Knight, United States

Philip Tully
Matheson, Ireland

Benjamin J. Evans
Dentons Bingham Greenebaum LLP, Louisville, KY

Michelle S. Lewis
Hunton Andrews Kurth LLP, Washington, DC

Scott Thompson
Haynes and Boone LLP, Dallas, TX

Allison Wilkerson
McDermott Will & Emery, Dallas, TX

William Evans
Attorney Advisor, Office of Benefits Tax Counsel, Department of Treasury, Washington, DC

Pamela Kinard
Special Counsel, Employee Benefits, Exempt Organizations and Employment Taxes, Office of Chief Counsel, IRS, Washington, DC

Matthew Eickman
Qualified Plan Advisors, Omaha, NE

Sarah J. Touzalin
Seyfarth Shaw LLP, Chicago, IL

Helen Morrison
Deputy Benefits Tax Counsel, Office of the Benefits Tax Counsel, Department of Treasury, Washington, DC

Carol Weiser
Benefits Tax Counsel, Office of the Benefits Tax Counsel, Department of Treasury, Washington, DC

Timothy D. Hauser
Deputy Assistant Secretary for National Office Operations, Department of Labor, Washington, DC

Matthew Muma
Attorney Advisor, Office of Tax Policy, Department of Treasury, Washington, DC

Amber Rivers
Director, Office of Health Plan Standards and Compliance Assistance, Department of Labor, Washington, DC

Kim Wilcoxon
Thompson & Hine LLP, Cincinnati, OH

David Mlawsky, Health Insurance Specialist, Center for Consumer Information and Insurance Oversight, Centers for Medicare & Medicaid Services, U.S. Department of Health and Human Services

Matthew P. Hedstrom
Alston & Bird, New York, NY

Joseph N. Endres, Hodgson
Russ LLP, Buffalo, NY

Deborah Beckmann
Semler Brossy Consulting Group LLC

Andrew L. Oringer
Associate, Dechert LLP

Susan Wetzel
Partner, Haynes Boone

Renata J. Ferrari
Ropes & Gray LLP

Kevin M. Jacobs
Alvarez & Marsal Taxand, LLC, Washington, DC

Kara Mungovan
Cravath, Swaine & Moore LLP, New York, NY

Myra Sutanto Shen, Wilson Sonsini Goodrich & Rosati, Palo Alto, CA

Krishna Vallabhaneni
Tax Legislative Counsel, US Department of Treasury, Washington, DC

Harlow Higinbotham
Associate Director, NERA

Mike McDonald
Executive Director, Ernst & Young

Bob Stack
Managing Director, Deloitte

Lorraine Eden
Professor Emerita, Texas A&M

Jasper Cummings
Alston & Bird, Raleigh, NC; Shane Kiggen, EY, Washington, DC

Helen Yanchisin
Deloitte Tax LLP, Washington, DC

Sara Pikofsky
Steptoe & Johnson LLP, Washington, DC; J. Christian Nemeth, McDermott Will & Emery LLP, Miami, FL

Dominic DeMatties
Thompson Hine LLP, Washington, DC

Deva A. Kyle
Bredhoff & Kaiser, PLLC, Washington, DC

Joe Garrett
Deloitte Tax LLP, Washington DC

Olga J. Goldberg
Pierce Atwood LLP, Portland, ME

Zal Kumar
Mayer Brown LLP, New York, NY

2021 Sponsors

DIAMOND SPONSOR:
• Taxnotes

Ruby SPONSOR:
• Morgan Lewis

EMERAL SPONSORS:
• Baker Mckenzie
• BlueJ
• Caplin&Drysdale
• Covington
• Deloitte
• Eversheds Sutherland
• Holland & Knight
• Kostelanetz
• Nelson Mullins

PUBLISHING PARTNER:
• Northwestern