Local Luncheon Groups & Chairs


The Institute has numerous Local Luncheon groups that meet throughout the year. These groups are organized by IPT members and function on an independent basis. 

Upcoming Local Luncheons  

IPT will update as information becomes Available.

 Local Luncheon Group  Date  Time   Place Speaker  Topic  Contact 
 Houston April 26, 2017  11:00 am  Brennan’s of Houston
3300 Smith Street
Houston, TX 77006
 Glen Rosenbaum, Partner, Vinson & Elkins Chevron;Rodger Kret, Manager, Chevron  Unprecedented Property Tax Matter: Houston ISD Required to Make State Tax Payment or Face Property Reassignment  Doug Maziur
 St. Louis April 27, 2017 11:30 am  Maggiano’s Little Italy
#2 The Boulevard
St. Louis, Missouri 63117
“Federal Tax Reform”
-Jason McAdamis, CPA - RubinBrown
“2017 Missouri State Tax Legislation”
-Chuck Pierce, CPA –Pierce Company
“Missouri Study Commission on State Tax Policy Update”
-Randy Hilger, CPA, CMI - Ryan LLC

Federal Tax Reform and Missouri State Tax Legislation Randy Hilger
 Nashville May 4, 2017 11:30 am   Maggianos Stacy Gibson, Tennessee Dept. of Revenue  Tennessee Legislative Update and Developments at the Department of Revenue  Amber Rutherford
 Atlanta May 10, 2017 11:30 am  Maggiano's Perimeter Mall, 4400 Ashford Dunwoody Road  Katherine Gauntt, BDO; Tim Howe and James Wall, Smith & Howard Sales & Use Tax Practice; J Buyers Guide to Remote Seller Purchases  Register
 Chicago May 10, 2017 11:30 am Maggiano's Banquets; 111 West Grand Avenue; Chicago, IL 60610 Keith Staats, Executive Director; Illinois Chamber of Commerce Tax Institute  "A Report From Springfield - The status of the State Budget and Tax-related legislation"  Register
 DC May 18, 2017 11:30 am Maggiano’s Little Italy Tysons Corner – 2001 International Drive, McLean, VA  Mike Ginski, Principal, and Eric Mauldin, Sr Manager, with the ClearView Group LLC.  A discussion of statistical sampling used in sales & use tax audits; as well as, an update on recent Delaware legislation affecting the reporting of unclaimed property.  Register
 Twin Cities May 18, 2017 3:00 pm Happy Gnome, 498 Selby Ave., St. Paul MN 55102  Professor David Schultz, Hamline University  You Could Be Next – Why Tax Professionals Act Unethically  Masha Yevzelman
 Chicago July 19, 2017  Shotgun Start @ 1:00 pm  MAPLE MEADOWS GOLF COURSE * 272 Addison Road * Wood Dale, Illinois 60191 


Local Luncheon Liaison Committee 
(coordinates the activities of the local groups) 
Kathleen A. Foster, CMI, Chair 

Geographical Listing of Local Luncheon Groups & Chairs


• Arizona
Phoenix Area
JoAnn F. Pierson

• Arkansas
Northwest Arkansas
Juli Dorrough

• California
Los Angeles Area
Mindy McLees, CMI

San Diego Area
Kevin D. Wilson, CMI, CPA 

Silicon Valley Area
Gus Rivera

• Delaware 
Delaware Valley Group
Lawrence J. Mellon 
Billie-Jo Tozer Dodson, CMI

• District of Columbia
DC, Maryland & Virginia Area
Martin P. Lutsky, CMI

• Florida
South Florida
Karen A. Lake, CPA

• Georgia
Atlanta Area
Adam B. Richmond
• Idaho
Boise Area
Sarah Weintraub

• Illinois
Chicago Area
Donald F. Nesci

• Indiana
Indianapolis Area
Carla D. Higgins, CMI

• Kentucky
Mark F. Sommer, Esq.

• Maryland
See District of Columbia

• Massachusetts
Boston Area
Gregory S. Messina

• Minnesota
Twin Cities Area
Masha M. Yevzelman

• Missouri
St. Louis Area
Randy Hilger, CMI, CPA, CMA

•(Northern) New Jersey
Paul D. Roberts, ASA


• New York 
New York City  
Jennifer Goldstein,Esq.
Jack Trachtenberg, Esq. 

• North Carolina
Charlotte Area
Kathleen A. Foster, CMI

Triangle Area
Kirk H. Neely, CMI

• Ohio
Cleveland Area
Richard D. Turner, CPA 

• Pennsylvania
Delaware Valley (Philadelphia)
Billie-Jo Tozer Dodson, CMI
Lawrence J. Mellon

• Western Pennsylvania
Pittsburgh Area
Caroleann Santa

• Tennessee

Memphis Area
Anna Howell

Nashville Area
Ronnie V. Gregory, CMI, CPA 
Michelle Coleburn

• Texas
Austin Area
Eric Hagenswold, Esq.

Dallas/Ft.Worth Area
Lynn D. Krebs, CMI 

Houston Area
Samuel C. Kinslow, CMI
Nola T. Newcomb

San Antonio Area
Jamie Stottlemyre, CMI, CPA 

• Virginia (See also District of Columbia)
Hugh R. Bishop, CMI

• Washington
Seattle Area
Tarah McLaughlin, CPA 
Eric Siedentopf, CPA 
Darcy Kooiker, CPA 

• Wisconsin
Milwaukee Area
Paula M. Jung