Standing Committees and 2017-2018 Chairs   

Serving on a committee of your association, IPT, is not simply just a way to get your name in print. IPT´s standing committees are active and represent an important part of IPT´s benefits and services. Although most committees meet at some point during the year, quite a large portion of committee work is handled by telephone and email. Contact a committee chair or the IPT office if you are interested in participating.

 Annual Conference          Credits and Incentives Education
 Income Tax Education    Joint Education Committees
 Property Tax Education    Professional Designation Committees
 Sales and Use Tax Education    Other Standing Committees
 VAT Education    


Annual Conference

2018 Annual Conference Program

 

OVERALL CHAIR
Jan Nash 
Tyson Foods, Inc.

Credits & Incentives Chair 
Jesse D. Broderick, CCIP, CPA 
SumIt Credits, LLC 

Income Tax Chair
Jeffrey K. Schuetz, CMI
RubinBrown LLP

Property Tax Chair 
Michelle DeLappe, CMI, JD, LLM
Garvey Schubert Barer

Sales Tax Chair
Lanie A. Carson, CMI 
Ryan, LLC

2017 Annual Conference Program

 

Overall Chair
Linda A. Falcone, CMI
Ryan, LLC

Credits & Incentives
Chair
Jennifer Thompson, CPA
The Coca-Cola Company

Income Tax
Chair
Breen M. Schiller
Horwood Marcus & Berk Chartered

Property Tax
Chair
Mark Perry, CAE
Perry & Co.

Sales Tax
Chair 
Bridget Kaigler, CPA/CGMA, CMA, MBA
Albemarle Corporation

Credits and Incentives Education

To coordinate the activities of the credits and incentives committees to assure continued improvement and consistency in the administration of the credits and incentives education programs.

Overall Chair
Jennifer Thompson, CPA, Chair
The Coca-Cola Company 

2018 Credits and Incentives School

To develop and administer a curriculum, including identification and coordination of instructors, to teach advanced topics in sales and use taxation.

Chair

Gregory S. Burkart, CCIP, Esq.
Duff & Phelps, LLC

Vice Chair 
Julie B. Dow 
Lockheed Martin Corporation

2017 Credits and Incentives School

To develop and administer a curriculum, including identification and coordination of instructors, to teach advanced topics in sales and use taxation.

Chair
Michael J. Eickhoff, CCIP
Grant Thornton LLP

2018 Credits and Incentives Symposium

To develop and administer a program, including obtaining and coordinating speakers, on current credits and incentives topics of importance to the membership. 

Chair
Allea Newbold, CPA
Ryan, LLC

2017 Credits and Incentives Symposium

To develop and administer a program, including obtaining and coordinating speakers, on current credits and incentives topics of importance to the membership. 

Chair
Jesse D. Broderick, CCIP, CPA
SumIt Credits, LLC

Vice Chair
Allea Newbold, CPA
Ryan, LLC

Income Tax Education

To coordinate the activities of the income tax education committees to ensure continued improvement and consistency in the administration of the income tax education programs. 

Overall Chair
Glenn C. McCoy, Jr., CMI, Esq.
KPMG LLP  

2018 State Income Tax School I

To develop and administer a curriculum, including identification and coordination of instructors, to teach basic income taxation.

Co-Chair

Mark A. Loyd, Esq.
Bingham Greenebaum Doll LLP

Co-Chair
Mark L. Nachbar, Esq., CPA
Ryan, LLC

2018 State Income Tax School II

To develop and administer a curriculum, including identification and coordination of instructors, to teach advanced income taxation. 

Co-Chair
Gary C. Bingel, CMI, CPA, Esq.
EisnerAmper LLP

Co-Chair
Karen H. Currie, Esq.
Ernst & Young

2018 Income Tax Symposium

To develop and administer a program, including obtaining speakers and income tax topics to be presented, of significant importance to members.

Chair
John J. Small, CMI, CPA
Dixon Hughes Goodman LLP

2017 Income Tax Symposium

To develop and administer a program, including obtaining speakers and income tax topics to be presented, of significant importance to members.

Chair
Rhonda E. Chancey, CPA
LBMC

Property Tax Education


To coordinate the activities of the property tax education committees to ensure continued improvement and consistency in the administration of the education programs.

Overall Chair
Paul A. Wilke, CMI
Weingarten Realty Investors

2018 Property Tax School

To develop and administer a curriculum, including identification and coordination of instructors, to teach the fundamentals of property taxation.
 
Co-Chair
Rick H. Izumi, CMI
ITA, LLC

Co-Chair
Thomas D. Blair, CMI
Blair Tax Consulting

Co-Vice Chair
Joshua E. Estes, CMI, Esq.
Estes & Gandhi, P.C.

Co-Vice Chair
Mark R. Young, CMI
Andeavor

2017 Property Tax School

To develop and administer a curriculum, including identification and coordination of instructors, to teach the fundamentals of property taxation.
 
Chair
Rick H. Izumi, CMI 
ITA, LLC 

2018 Personal Property Tax School

To develop and administer a curriculum, including identification and coordination of instructors, to expand upon the fundamentals of personal property taxation taught in the basic school.

Chair
Charles Alan Long, CMI
Ernst & Young LLP

2018 Real Property Tax School

To develop and administer a curriculum, including identification and coordination of instructors, to expand upon the fundamentals of real property taxation taught in the basic school. 

Chair
Todd W. Heinrichs, CMI
Ernst & Young LLP

2018 Property Tax Symposium

To develop and administer a program on current property tax topics of importance to the membership, including obtaining and coordination of speakers. 

Chair
Cheryl A. Filippou
Nestle USA, Inc.

2017 Property Tax Symposium

To develop and administer a program on current property tax topics of importance to the membership, including obtaining and coordination of speakers. 

Chair
Daniel Carroll, CMI
Grant Thornton LLP

Advanced Property Tax Education


Chair
Lynn D. Krebs, CMI, Ph.D.
Tax Advisors Group, Inc.

Sales and Use Tax Education

To coordinate the activities of the sales & use tax education committees to ensure continued improvement and consistency in the administration of the sales & use tax education programs.

Overall Chair
Doug Sigel, Esq.
Ryan Law Firm, LLP

2018 Sales Tax School I: 
Introduction to Sales and Use Taxes

Introduction to Sales and Use Taxes - To develop and administer a curriculum, including identification and coordination of instructors, to teach the fundamentals of sales & use taxation. 

Co-Chair
Brenda S. Kelley, CMI, CPA
Fontaine & Kelley, LLP

Co-Chair
Kathleen L. Peavley, CMI
HD Supply

2017 Sales Tax School I: 
Introduction to Sales and Use Taxes

Introduction to Sales and Use Taxes - To develop and administer a curriculum, including identification and coordination of instructors, to teach the fundamentals of sales & use taxation. 

Chair
Brenda S. Kelley, CMI, CPA
Fontaine & Kelley, LLP

2018 Sales Tax School II: Theory and Practice for the Experienced Sales and Use Tax Professional

Theory and Practice for the Experienced Sales & Use Tax Professional - To develop and administer a curriculum, including identification and coordination of instructors, to teach advanced topics in sales and use taxation. 

Chair
Kathleen M. Holston, CMI, CPA
Cherry Bekaert LLP


2018 Sales and Use Tax Symposium

To develop and administer a program, including obtaining and coordination of speakers, on current sales and use tax topics of importance to the membership. 

Chair
Caroline Cain, CMI
Grant Thornton LLP


2017 Sales and Use Tax Symposium

To develop and administer a program, including obtaining and coordination of speakers, on current sales and use tax topics of importance to the membership. 

Chair
Kyle M. Brehm, Esq.
PricewaterhouseCoopers LLP

VAT Education


2018 Value Added Tax Symposium

To develop and administer a program, including obtaining and coordinating speakers, on current value added tax topics of importance to the membership. 

Chair
Adam Raschke
Grant Thornton LLP

2017 Value Added Tax Symposium

To develop and administer a program, including obtaining and coordinating speakers, on current value added tax topics of importance to the membership. 

Chair
Colleen M. Freeburg
General Motors Company

Joint Education Committees


2018 ABA/IPT Advanced Tax Seminars


To develop and administer a program, including obtaining and coordination of speakers, on current topics of importance in sales, property and income taxation.

Overall Chair
Stewart M. Weintraub, Esq.
Chamberlain Hrdlicka White Williams & Aughtry

2018 ABA/IPT Advanced Income Tax Seminar


IPT Co-Chairs
Eric J. Coffill, Esq.
Eversheds Sutherland (US) LLP

June Summers Haas, Esq.
Honigman Miller Schwartz and Cohn LLP

Matthew J. Landwehr, Esq.
Thompson Coburn LLP

Glenn C. McCoy, Jr., CMI, Esq.
KPMG LLP

Judith B. Vorndran, CPA, Esq.
Tax Ops, LLC

Margaret C. Wilson, CMI, Esq.
Wilson Law Group LLC

2018 ABA/IPT Advanced Property Tax Seminar


IPT Co-Chairs
Michelle DeLappe, CMI, Esq., LLM
Garvey Schubert Barer

Edward Kliewer III, Esq.
Norton Rose Fulbright US LLP

Mark A. Loyd, Esq.
Bingham Greenebaum Doll LLP

Michele M. Whittington, Esq.
Stites & Harbison, PLLC

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

2018 ABA/IPT Advanced Sales Tax Seminar


IPT Co-Chairs
Mary T. Benton, Esq.
Alston & Bird, LLP

Jaye A. Calhoun, Esq.
Kean Miller LLP

Angela Deamico, CMI
Ryan, LLC

Olga Goldberg, Esq.
Rath, Young and Pignatelli, P.C.

Brian S. Goldstein, Esq.
PricewaterhouseCoopers LLP

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

Distance Learning


Overall Chair
Robert D. Butterbaugh, CMI
Butterbaugh Tax Solutions Group LLC


Professional Designation Committees


To coordinate the activities of the three CMI committees to ensure continued improvement and consistency in the administration of IPT´s professional designation programs.

Overall Chair
Jeremiah T. Lynch, CMI, CCIP
Ryan, LLC

CCIP


Chair
Dean J. Uminski, CCIP, CEcD
Crowe Horwath LLP

Income Tax

To administer the CMI professional designation program in income taxation. Membership on the Committee is limited to individuals possessing the CMI professional designation.

Chair
John J. Small, CMI, CPA
Dixon Hughes Goodman LLP

Property Tax

To administer the CMI professional designation program in property taxation. Membership on the Committee is limited to individuals possessing the CMI professional designation.

Chair
Mark S. Hutcheson, CMI, Esq., CRE
Popp Hutcheson, PLLC


Sales and Use Tax

To administer the CMI professional designation program in sales & use taxation. Membership on the Committee is limited to individuals possessing the CMI professional designation.

Chair 
Vicki C. Harris, CMI
FedEx Corporation

Other Standing Committees


Admissions

To review new membership applications to ensure membership requirements are met.

Chair
Scott E. Gattis, CMI
Delek US Holdings

Advisory Council

Past Presidents are members. To furnish advice and counsel to the Board of Governors and offer guidance as requested.

Chair
Kellianne M. Nagy, CMI, CAE
KMN Enterprises LLC

Awards

To administer the awards program ensuring that deserving or outstanding efforts by individual members are recognized by the Institute.

Chair
Heidi R. Thomas, CMI
Apollo Education Group, Inc.

Canadian Liaison

To serve as a liaison between the Canadian Property Tax Association and the Institute for Professionals in Taxation®. Limited to IPT members dealing with Canadian tax matters.

Chair
Kenneth R. Marsh, CMI
TransCanada Pipelines Limited

Editorial Committee

This committee is responsible for procuring articles and commentary on topics related to state and local taxes and other subject matter relevant to IPT members for use in Institute newsletters, websites and other communications vehicles. The committee’s objective is to secure useful technical content that will present insights and practical considerations that IPT members will find informative and valuable.

Chair
Jennifer A. Zimmerman
Walgreen Co.

Education Fund


Chair
Daniel Peterson, CMI, CPA
National Bureau of Property Administration, Inc.

Government Relations Committee

To monitor the licensing/certification activities of states and keep the Board advised of proposed legislation and regulations.

Chair
Andrew P. Wagner, CMI, JD, LLM
FedEx Corporation

Legal

The committee is responsible for reviewing, pursuant to established IPT policies and procedures, all requests received from litigants asking that IPT file an amicus curiae brief in connection with a pending case.  The committee is responsible for advising, in consultation with Corporate Counsel, the Board of Governors in connection with such requests.

Chair
Kyle O. Sollie, CMI, Esq.
Reed Smith LLP

Local Luncheon Liaison

To provide assistance to the Local Luncheon Groups and act as a liaison to the Board of Governors.

Chair
Kathleen A. Foster, CMI
Dimension Data North America, Inc.

Member Connections

To act as advisory liason to the individual program committees to provide ideas and activities to promote interaction at our IPT programs. The committee will work with the program committees during the planning process as well as suggest ideas for the program whether at receptions, lunches, etc. 

Co-Chair
Arlene M. Klika, CMI
Schneider

Co-Chair
Jamie Paul Stottlemyre, CMI, CPA
Deloitte Tax, LLC

Membership Promotion

To develop and implement plans to increase membership and investigate the reasons for membership cancellation, and encourage renewal of membership where appropriate. To develop and implement programs/activities to promote the recognition of the Institute. 

Chair
Carolyn M. Shantz, CMI, CPA
Merit Advisors, LLC

Nominating

Chair
Kellianne M. Nagy, CMI, CAE
KMN Enterprises LLC

Professional Ethics

 

Regular Members - Appointed by the President with the Board of Governors´ approval (as prescribed in IPT By-Laws). To investigate any allegations and/or charges of violations of the IPT Code of ethics by an IPT member that may be submitted by members and non-members of the Institute and present recommendations to the Board of Governors for resolution of the issues.

Chair
Allan J. Wells, CMI
ABB Inc.

Sponsored Research


Chair
Arthur R. Rosen, Esq.
McDermott Will & Emery LLP

Uniformity in Administrative Requirements


Chair
April M. Nevarez, CMI 
XO Holdings

University Relations


Chair
Gwendolyn S. Evans, CMI
Ryan, LLC


Wichita Program Planning


Representative
Mark F. Semerad, CMI, Esq.
Level 3 Communications

Young Professionals


Chair
Anthony L. Burkart
Lockheed Martin Corporation

IPT Committee Participation

Serving on a committee of your association, IPT, is not simply just a way to get your name in print. IPT´s standing committees are active and represent an important part of IPT´s benefits and services. Although most committees meet at some point during the year, quite a large portion of committee work is handled by telephone and email. Contact a committee chair or the IPT office if you are interested in participating.