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Event Date Mon Mar 15 EDT - Fri Mar 19 EDT (7 months ago)
Location Virtual
Region Americas

The Institute for Professionals in Taxation® is a 501(c)(3) not-for-profit educational association serving more than 6,000 members representing approximately 1,200 corporations, firms, or taxpayers throughout the United States and Canada. IPT members represent the spectrum of business and industry sectors of all sizes - from small firms to most Fortune 1000 companies. IPT members share a dedication and commitment to educational excellence and a desire to further professionalism and cooperation within the tax profession.

IPT provides many educational opportunities tailored to the specific needs of state and local tax professionals through more than 15 annual live programs in the form of schools, symposiums, an annual conference, workshops, and seminars. IPT also hosts an online library of webinars and on-demand programs to further educational needs. The Institute is the only professional organization that educates, certifies and establishes strict codes of conduct for state and local income, property and sales & use tax and credits & incentives professionals who represent taxpayers (government officials or organizations do not qualify for membership). IPT‘s designation program includes the CMI (Certified Member of the Institute), the highest level of professional achievement in business taxation, in the disciplines of state income tax, property tax, and sales and use tax, and the CCIP designation (Certified Credits and Incentives Professional), which signifies achievement in tax credits and business incentives for practitioners in credits and incentives Members who satisfy the education, experience and examination requirements can earn these designations.


2021 Speakers

David H. LeVan, CMI
Lifewater International, San Luis Obispo, CA

Mark F. Sommer, Esq.
Frost Brown Todd LLC

Stewart M. Weintraub, Esq.
Chamberlain Hrdlicka

Doug Sigel, Esq.
Ryan Law Firm PLLC

Stephanie Anne Lipinski Galland, Esq.,
Partner, Williams Mullen PC

Jordan M. Goodman, Esq., CPA
Partner, HMB Legal Counsel

Richard D. Pomp, JD
Alva P. Loiselle Professor of Law

Jaye A. Calhoun, Esq.
Partner, Kean Miller LLP

Rhonda Sparlin, CPA
Partner-In-Charge, State and Local Tax, Rubin Brown, LLP

William T. Thistle, II, Esq.
Partner, Bradley Arant Boult Cummings, LLP

Gilbert Brewer, JD
Senior Assistant Director of Tax Policy, Washington State Department of Revenue

Michael T. Fatale, Esq.
Deputy General Counsel, Massachusetts Department of Revenue

Courtney M. Kay-Decker, Esq.
Of Counsel (Former Commissioner, Iowa Department of Revenue), Lane & Waterman LLP

Kimberly Lewis Robinson, Esq.
Secretary, Louisiana Department of Revenue

Nicole Robinson, CMI, CPA
Manager - Corporate Tax, NEC Corporation of America

Jennifer Weidler Karpchuk, Esq.
Shareholder, SALT Practice Co-Chair

Faranak Naghavi, CPA
Partner, Indirect Tax, Ernst & Young LLP

Gregg D. Barton, Esq.
Partner, Perkins Coie LLP

Debra Herman, Esq.
Partner, Hodgson Russ LLP

Joseph C. Moffa, CPA, Esq.
Founder and Managing Shareholder, Moffa

Mark E. Holcomb, Esq.
Shareholder, Dean, Mead & Dunbar

Harley T. Duncan
Managing Director, State & Local Tax

Inna Volfson
Senior Manager, Washington National Tax, Indirect Taxes, Deloitte Tax LLP

Jeanette Moffa, Esq.
Associate Attorney, Moffa, Sutton, & Donnini, P.A.

Karen Dean, Esq.
VP, Corporate Tax, Lumen Technologies

James W. Dawson, Jr., Esq.
Principal, Miles & Stockbridge P.C.

Dorothy Lo, Esq.
State and Local Tax Director, PricewaterhouseCoopers LLP

Robert L. Mahon
Partner, Firmwide Chair, Tax Practice, Perkins Coie LLP

J. Whitney Compton, Esq.
Partner, Barnwell Consulting, LLC

Gary C. Bingel, CMI, CPA, Esq.
Partner - State and Local Taxes, EisnerAmper LLP

Trisha C. Fortune, CMI, CPA
Principal, Ryan, LLC

Brian S. Goldstein, Esq.
Tax Partner and US Indirect Tax Leader, PricewaterhouseCoopers LLP

Nonie Manion
Revenue Tax Specialist, Fast Enterprises, LLC

Glenn C. McCoy, Jr., CMI, Esq.
Tax Professional, New York, NY

Bailey Roese, Esq.
Partner, Dentons Bingham Greenebaum LLP

Mark A. Loyd, Esq., CPA
Partner & Co-Leader, Tax National Practice Group, Dentons Bingham Greenebaum LLP

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

Nikki Dobay, Esq.
Partner, Eversheds Sutherland

Daniel R. Smith, Esq.
Principal, General Counsel, Popp Hutcheson PLLC

Sara Sorenson
Property Tax, Real Estate & Business Law Attorney, Sorenson Law, LLC

Troy M. Van Dongen, Esq.
Partner, McDermott Will & Emery LLP

Angela W. Adolph
Partner, Kean Miller LLP

Susan Pease Langford, Esq.
Attorney, Butler Snow LLP

Kevin Oufnac
General Counsel, Housing Authority of New Orleans

Kenneth R. West, Esq.
Partner, Ryan Law Firm PLLC

Karen H. Bauernschmidt, Esq.
President, Bauernschmidt Law Firm

Norman J. Bruns, Esq.
Partner Taxation & Wealth Planning, Fox Rothchild LLP

Andre B. Burvant, Esq., CPA
Partner, Jones Walker LLP

David K. Bohegian, MAI
Senior Partner, Martorana Bohegian & Company

Ronald P. Little, MAI
President, National Realty Consultants

Tracy M. Turner, Esq.
Partner, Brusniak Turner Fine LLP

Edward J. Bernert, Esq.
Partner, Baker & Hostetler LLP

Breann Robowski
Partner, Pillsbury Winthrop Shaw Pittman LLP

David A. Suess, Esq.
Partner, Faegre Drinker Biddle & Reath, LLP

David C. Wilkes, Esq., FRICS
Partner, Herman Katz Cangemi Wilkes & Clyne

Jedediah R. Bodger
Vice President of Tax, Sierra Nevada Corporation

Michele M. Whittington, Esq.
Member, Morgan Pottinger McGarvey

Elizabeth S. Burg, CPA
Senior Manager, State & Local Tax & Advisory, Altus Group

Sharon R. Rigby, Esq.
Owner, Sharon R. Rigby, Attorney At Law, PLLC

Floyd “Kin” Sayre, Esq.
Partner, Bowles Rice LLP

The Honorable Robert T. Manicke
Judge, Oregon Tax Court

Thomas R. Wilhelmy, Esq.
Attorney, Fredrikson & Byron, P.A.

Judy S. Engel, Esq.
Attorney, Fredikson & Byron, P.A.

Todd Jones, MAI, CRE, FRICS
Principal, RealAdvice

David Lennhoff, MAI, CRE, FRICS, AI-GRS
Principal, Lennoff Real Estate Consulting, LLC

Mary O’Connor, CMI, ASA, CRE, CFE
Partner, Forensic and Valuation Services, Sikich LLP

Linda Ann Terrill, Esq., LLM
Attorney, Property Tax Law Group, LLC

Kyle Chrisman, CMI
Senior Manager, Property Tax, Altus Group

Kurt Huie
Vice President, BVA Group

John R. Ray, II
Senior Vice President, BVA Group

Alan S. Dornfest, AAS
Property Tax Policy Bureau Chief, Idaho State Tax Commission

Glenn Newman, Esq.
Shareholder, Greenberg Traurig, LLP

Carmela Quintos, MAI
Assistant Commissioner, Property Valuation & Mapping, NYC Department of Finance

Leah S. Robinson, Esq.
Mayer Brown, LLP

Judith B. Vorndran, CPA, Esq.
State and Local Tax Partner, TaxOps SALT, LLC

William M. Backstrom, Jr., Esq.
Attorney/Partner, Jones Walker LLP

Daniel L. Stanley, Esq.
Partner, Honigman LLP

David A. Hughes, Esq.
Partner, HMB Legal Counsel

Brian Hamer, Esq.
Counsel, Multistate Tax Commission

Christopher T. Lutz, Esq.
Partner, HMB Legal Counsel

Matthew J. Landwehr, Esq.
Partner, Thompson Coburn LLP

Jennifer C. Waryjas, Esq.
Attorney, Jones Day

The Honorable Martha B. Wentworth
Judge, Indiana Tax Court

Justin Pierce Berutich, Esq.
Senior Vice President - Head of Tax, Euclid Transactional, LLC

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

Mark McTigue
Senior Vice President, MARSH

S. Lucky DeFries, Esq.
Partner, Morris, Laing, Evans, Brock & Kennedy, Chtd.

Matthew C. Boch, Esq.
Member, Dover Dixon Horne PLLC

Lynn A. Gandhi, Esq., LLM, CPA
Partner, Foley & Lardner LLP

Raymond J. Freda, Esq.
Managing Director, Andersen Tax LLC

Todd G. Betor, Esq.
Counsel, Eversheds Sutherland (US) LLP

Zal Kumar, Esq.
Partner, Mayer Brown LLP

Michael S. Kelley, Esq.
State Tax Director, Microsoft Corporation

Eric J. Coffill, Esq.
Senior Counsel, Eversheds Sutherland (US) LLP

Nicole L. Johnson, Esq.
Partner, Blank Rome LLP

Alysse McLoughlin
Partner, McDermott Will & Emery LLP

Stephanie Anne Lipinski-Galland, Esq
Partner, Williams Mullen PC

Steven N. J. Wlodychak, Esq.
Indirect (State and Local) Tax Policy Leader, Ernst & Young LLP

Sponsors & Partners

2021 Sponsors

• Chamberlain Hrdlicka
• Kean Miller LLP
• Thompson Coburn LLP