Midyear Tax Meeting 2023 | American Bar Association (ABA) | 9 February 2023 | Hilton San Diego Bayfront, 1 Park Blvd, San Diego, CA 92101, USA

Join us to learn from and meet with the country's leading tax attorneys and government officials, discussing the latest federal, state, and local tax policies and more.

2023 Speakers

Aaron Esman
Associate Attorney, Moore Tax Law Group LLC

Rami Mitri Khoury
Attorney, Law Offices of A. Lavar Taylor, LLP

Marisol C. Swadener
Associate Attorney, Hone Maxwell, LLP

Lily Batchelder
Professor of law and public policy, Assistant Secretary for Tax Policy, Department of Treasury

MODERATORS:

Heather Gorman
Senior Manager, Ernst & Young

Billy Min
Agostino & Associates, PC

Christine Speidel
Associate Professor and Director of the Federal Tax Clinic at Villanova University Charles Widger School of Law

Stefan Smith
Partner, Baker Hostetler

Rita Patel
Partner, DLA Piper

Erin Sweeney
Attorney, DLA Piper

Elinor Ramey
Partner, Steptoe & Johnson LLP

David Shevlin
Partner, Simpson Thacher & Bartlett LLP

Ruth Madrigal
Principal, KPMG LLP

Nancy E. McGlamery
Principal, Adler & Colvin

Adam Silva
Senior Manager, Crowe LLP

Eric Albers-Fiedler
Associate, Morgan Lewis

Anthony Sexton
Partner, Kirkland & Ellis

Karen Messner
Managing Director, BDO USA, LLP

Ellen McElroy
Partner, Eversheds Sutherland

Tracy Watkins
Senior Director, Washington National Tax at RSM US LLP

Jonathan T. Amitrano
Partner, Law Offices of A. Lavar Taylor

James Creech
Senior Manager, Baker Tilly

Minh V. “Dennis” Nguyen
Law Offices of A. Lavar Taylor

Annette Nellen
Professor, San José State University

Robert J. Kovacev
Tax Partner, Miller & Chevalier

Rochelle Hodes
Principal, Crowe LLP

Kathleen Agbayani
IRS Office of Chief Counsel (Invited)

Cathy Fung
IRS Office of Chief Counsel (Invited)

Kevin Anderson
BDO USA, LLP

Matthew Cooper
Managing Director, Deloitte Tax LLP

Travis Thompson
Attorney, Sideman & Bancroft, LLP

Steven P. Young
Partner, Holland & Hart LLP

Sabrina Strand
Associate Attorney, Greenspoon Marder LLP/ University of Denver's Low Income Taxpayer Clinic

Adam Abrahams
Partner, Meyers Hurvitz Abrahams LLC

Allison Baker
Associate, Covington & Burling LLP

Daniel G. Strickland
Senior Tax Counsel, Holland & Knight LLP

Brian Gardner
Partner, Asbury Law Firm

Lori Robbins
Managing Director, KPMG LLP

Surjya Mitra
Managing Director, PwC

Alison Peak
Davis & Harman LLP

Eileen Marshall
Cooley, LLP

Bob Leonard
EY

Julanne Allen
PwC LLP

Ana O’Brien
Latham & Watkins LLP

Joyce Welch
Deloitte Tax LLP

Christi Mondrik
Mondrik & Associates

David A. Hughes
HMB Legal Counsel

Ryan Corcoran
RSM

Peter Ford
Director, Deloitte

Heather Harman
Managing Director, Andersen

Kate Abdoo
Principal, RSM

Adam Harden
Public Finance and Tax Partner, Cantu Harden LLP

Matthias Edrich
Tax Attorney, Kutak Rock LLP

Chas Cardall
Orrick, Herrington & Sutcliffe LLP

Michelle Layser
Professor, University of San Diego School of Law

Richard Slowinski
International Tax & Transfer Pricing Partner, Alston & Bird LLP

Jenny Austin
Tax Controversy Partner, Mayer Brown

Sandra R. Brown
Principal, Hochman Salkin Toscher Perez PC

S. Starling Marshall
Partner, Crowell & Moring LLP

Joseph A. Rillotta
Miller & Chevalier Chartered

Derek Cain
Principal Client Services, PwC

Kara Mungovan

Angela Rohman Russo
Winston & Strawn

David Whaley
Thompson Hine

Carolyn Trenda
McGuire Woods

Don Wellington
Wellington Gregory LLP

James G. Steele, III

Mandi Matlock
Texas RioGrande Legal Aid

Stephen M. Breitstone
Meltzer, Lippe, Goldstein & Breitstone, LLP

Lou Weller
Weller Partners LLP

Leila Vaughan
Faegre Drinker Biddle & Reath LLP

Danielle Rolfes
KPMG

PANELISTS:

Drew Cummings
Morgan, Lewis & Bockius

Stefanie Kavanagh
Alston & Bird

Avi Klug
Ernst & Young

Rachael Rubenstein
Clark Hill

Kenneth Weil
Law Office of Kenneth C. Weil

John Colvin
Colvin + Hallet

Gary Chase
Willis Towers Watson

Matthew Eickman
Qualified Plan Advisors

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

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

Sarah J. Touzalin
Seyfarth Shaw LLP

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

David Anthony
Willis Towers Watson

Alden Bianchi
McDermott Will & Emery LLP

Kristy Buckley
Crowley Fleck PLLP

Lena Gionnette
Nixon Peabody LLP

Beth Mandel
Thompson Hine LLP

Roberta Casper Watson
The Wagner Law Group

Kim Wilcoxon
Thompson Hine LLP

Bob Toth
Law Office of Robert Toth, Jr.

Harlan Weller
Senior Actuary, Department of Treasury

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

Daniel Liebman
Deputy General Counsel, Pension Benefit Guaranty Corporation

John Paliga
Pension Benefit Guaranty Corporation

Kim Neuriter
Pension Benefit Guaranty Corporation

Harold Ashner
The Wagner Law Group

Deva A. Kyle
Cohen Weiss & Simon LLP

Israel Goldowitz
The Wagner Law Group

Dominic DeMatties
Thompson Hine LLP

John H. Wendeln
Thompson Hine LLP

Jeffrey Lieberman
Skadden, Arps, Slate, Meagher & Flom LLP

David A. Cohen
Benetic

Angel Garrett
Trucker Huss

Mary E. Grinman
Skadden, Arps, Slate, Meagher & Flom LLP

R. Blake Crohan
Alston & Bird LLP; Kalena Kettering, Groom Law Group

Scott Thompson
Haynes & Boone

Gabriel Marinaro
Akerman

Farrah Fielder
Decent

Susan Rees
The Wagner Law Group

Heath Miller
Access Retirement

Arsalan Malik
Groom Law Group

Brian Gallagher
Miller Canfield

Jennifer Gardner
Reed Smith, LLP

Bryanne Kelleher
VOYA

Jenni Krengel
Buchalter

Paul Hogan
IRS

Amber MacKenzie
Attorney-Advisor, Office of Tax Policy, Department of the Treasury

Lynne Camillo
Deputy Associate Chief Counsel, Office of Associate Chief Counsel (EEE)

Randall Thomas
Office of Chief Counsel (EEE)

Tomer Inbar
Morgan, Lewis & Bockius LLP

Stephen Tackney
KPMG LLP

Shannon Kirkpatrick
KPMG LLP

Lori Helkamp
Jones Day

Robert Russell
Rutan & Tucker LLP

Mark Mesler
Asbury Law Firm

Denise Mudigere
Holland & Knight

Corey Goodman
Davis Polk

Amy Chapman
KPMG

Martin Huck
EY

Becky Holtje
Amazon

Eric Solomon
Steptoe & Johnson

Julie Hanlon-Bolton
Deputy Associate Chief Counsel (IT&A), Internal Revenue Service

Annette Ahlers
Andersen Tax

Scott Vance
Associate Chief Counsel (IT&A), Internal Revenue Service

Samantha Ezrol
Deloitte Tax LLP

Stephen Liss
Arent Fox Schiff

Jennifer M. McGibbons
Sullivan McGibbons Crickard & Associates

Keri Brown
Baker Botts

Louis A. Mezzullo
Withers Bergman LLP

Professor Tim Weninger
University of Notre Dame

Jessica Jeane
Senior Director of Tax, Western CPE

Travis W. Thompson
Sideman Bancroft

Rami Khoury
Law Offices of A. Lavar Taylor

Misty Isaacson
Pagter and Perry Isaacson APLC

Michael Yaghmour
Ernst & Young

John Franco
Deloitte

Sarah Haradon
Department of Treasury

Andrea Ramazan-Jackson
Latham & Watkins

Patrick Sigmon
Davis Polk

Kate Kraus
Allen Matkins

Nancy Langdon
PwC

Jose Carrasco
Grant Thornton

Julie A. Divola
Pillsbury Winthrop Shaw Pittman LLP

Professor Michelle D. Layser
University of San Diego School of Law

Professor Goldburn P. Maynard, Jr.
Indiana University

Stephanie Jones
Vice President, Global Tax and Trade, Qualcomm

Brian Lynn
Vice President, Global Tax, HP Inc.

Watson McLeish
Senior Vice President, Chamber of Commerce

Lisa Zarlenga
Steptoe & Johnson, LLP

Sahel A. Assar
Buchanan Ingersoll & Rooney PC

David G. Shapiro
Saul Ewing LLP

Erika Nijenhuis
Senior Counsel, U.S. Department of the Treasury

Adrienne Griffin
Branch Chief (Procedure & Administration), IRS

Kevin Lombardi
Office of the Judge Advocate General (Invited)

Susan E. Mitchell
Department of Defense (Invited)

Jamie M. Porterfield
Defense Finance and Accounting Service Office of Chief Counsel

Chardea Murray
IRS Office of Chief Counsel (Invited)

Janelle N. Darnell
McGuireWoods, LLP

Amanda L. Downing
Nelson Mullins

Timothy McCormally
Acting Director, IRS Office of Professional Responsibility, Washington, DC (invited)

Michelle Schwerin
Shareholder, Capes Sokol

Shamik Trivedi
Special Counsel, IRS Office of Division Counsel, Large Business & International (Invited)

Lawrence Sannicandro
McCarter & English

Beverly Winstead
The Law Office of Beverly Winstead, LLC

Garrett Brodeur
Kostelanetz LLP

Ivan Roussev
Data Scientist Machine Learning & AI, Ernst & Young

Sanford Boxerman
Capes Sokol

Mike Lee
Supervisory Special Agent, Western Cyber Crimes Unit, IRS

Michel Stein
Hochman, Salkin, Toscher Perez

Jordan Bass
Owner, Taxing Cryptocurrency, Los
Angeles, CA

Joseph D. Henchman
National Taxpayers Union Foundation

Brian A. Hamer
Multistate Tax Commission

Matthew P. Schaefer
Schaefer Law

Brian Bojo
McRae, Smith, Peek, Harman & Monroe LLP

Tom Gottfried
Valuation Research Corporation

Peter Randolph
Lawless, Randolph & Dale, LLC

Robb A. Longman
Longman & Van Grack, LLC

Timothy M. Todd
Liberty University School of Law

William P. Prescott
Wickens Herzer Panza

Marc Claybon
Crowe LLP

Jennifer Benda
Holland & Hart LLP

Luke Ortner
Senior Counsel, IRS, Office of Chief Counsel

Robert Wearing
IRS, Deputy Associate Chief Counsel in Procedure & Administration

Dan Price
Law Offices of Daniel Price

Corey Johnson
Department of Justice

Elizabeth Kanyer
Latham & Watkins

Brandon King
Wilson Sonsini Goodrich & Rosati

Laura Gavioli
Alston & Bird

Greg Rhodes
Dentons Sirote

Juliann Krolick
Baker Botts LLP

Julie M. Dewberry
Higgs Fletcher & Mack LLP

Kristin Yokomoto
BakerHostetler

Meredith R. Bushnell
Venable LLP

Kevin R. Ghassomian
Venable LLP

Anna Soliman
Fiduciary Trust International

S. Eva Wolf
IRS Office of Associate Chief Counsel

Greer L. Houston
Higgs Fletcher & Mack LLP

Michael C. McDonald
Higgs Fletcher & Mack LLP

Jean Baxley
Deloitte Tax LLP

Susan Seabrook
Winston & Strawn LLP

Bill Elwell
MassMutual

Mary E. Monahan
Eversheds Sutherland

Mark E. Griffin
Davis & Harman LLP

Michael E. Bauer
BDO USA, LLP

Lena Y. Hines
EY

Brett York
Deputy Tax Legislative Counsel, U.S. Department of the Treasury (Invited)

Doug Bekker
BDO USA, LLP

Diana Imholtz
Special Counsel to the Associate Chief Counsel (Financial Institutions & Products), Internal Revenue Service (Invited)

Hubert Raglan
KPMG, LLP

Jason Dexter
Eversheds Sutherland (US) LLP

Jessica Millett
Hogan Lovells US LLP

Lauren Clarke
Hogan Lovells US LLP

Kelsey Lemaster
Goodwin Procter LLP

Kimberly Arndt
PwC LLP

Jared Kassan
Allen Matkins Leck Gamble Mallory & Natsis LLP

Robert Schachat
BDO LLP

Christopher L. Doyle
Hodgson Russ LLP

Daniel G. Mudd
Frost Brown Todd LLC

Judge Martha Wentworth
Indiana Tax Court

Judge Robert Manicke
Oregon Tax Court

Judge Sara Agne
Arizona Tax Court

Wendy Friese
Treasury (Invited)

Tim Powell
Treasury

Carol Conjura
KPMG

Rayth Myers
EY

Jo Lynn Ricks
IRS

Grant Anderson
Deloitte

Stan Barsky
Eisner Advisory Group LLC

James Gadwood
Miller & Chevalier

Christine Turgeon
John Aramburu, IRS

Professor Joshua Blank
University of California, Irvine School of Law

Professor Katherine Pratt
Loyola Law School, Los Angeles

David Paul
American Honda Motor Company, Inc.

Loren Ponds
Miller & Chevalier

Nicole Welch
Acting Director of Treaty and Transfer Pricing Operations PA, IRS, LB&I

Jessie Coleman
KPMG

Kathrine Kimball
Aptis Global

Lisandra Ortiz
Miller & Chevalier

Professor William Byrnes
Texas A&M School of Law

Michael Daly
Shearman & Sterling

Marc Nickel
McGuireWoods LLP

Jonathan Holbrook
Ivins Phillips Barker

Lauren Libby
Covington & Burling

Rachel Garcia
KPMG

2023 Sponsors

DIAMOND SPONSOR:
• Tax Notes

RUBY SPONSORS:
• Asbury Law Firm
• Calpin & Drysdale
• Morgan Lewis
• Nelson Mullins
• Northwestern
• Synergi Partners
• VRC

EMERALD SPONSORS:
• Caplin& Drysdale
• Chamberlain Hrdicka
• Eversheds Sutherland
• EY
• Holland & Knight
• Kostelanetz