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 Topic  Speaker Contact/Registration 
 Memphis November 28, 2018 11:30 am   International Paper World Headquarters located at 6400 Poplar Avenue, Memphis TN 38119   National Update on Income Tax, Sales/Use cases, Leasing and Alternative apportionment Methods Breen Schiller, David Machemer and Christopher Lutz with Horwood Marcus & Berk from Chicago, IL  Register
  Charlotte  November 29, 208  11:30 am  Maggiano's South Park Mecklenberg County Property Kellianne Nagy and Ken Joyner Kathy Foster
 Scottsdale November 29, 2018  11:30 am  Maggiano's Little Italy- 16405 North Scottsdale Road Scottsdale, AZ 85254   The Tax Year in Review & What is ahead in 2019  • James Busby, The Cavanaugh Law Firm
Patrick Derdenger, Steptoe and Johnson LLP
Kevin McCarthy, Arizona Tax Research Association
Angela Shrock 
 Silicon Valley December 5, 2018  9:00 am  Biltmore Hotel, 2151 Laurelwood Rd., Santa Clara, CA 95054  State and Local Tax implications of the TCJA, the U.S. Supreme Court’s decision in Wayfair, and other hot topics in state and local taxation, including multi-state income tax implications of: Wayfair, Transition Toll Tax, GILTI and FDII, State Tax Automation   Luncheon Speaker: Mark Ibele, Director, California Office of Tax Appeals
Speakers from PricewaterhouseCoopers, LLP: Tina Skidmore, George Famalett, Ken Lee, Leland Yee, Mary Crane, Erinne Fuhring, Francis Santos and Robert Corrales
Chicago   December 12, 2018 11:15am  Maggiano's Banquets
111 West Grand Avenue 
 Illinois State and Local Tax Recap 2018 Connie Beard, Director, Illinois Department of Revenue
Carol Portman, President, Taxpayers Federation of Illinois 
Don Nesci
 Seattle December 17, 2018 11:00 am  Nintendo Headquarters, 4600 150th Avenue NE, Redmond, WA   Fighting off False Claims Act Fears
Digital Tax Defenses You Should Know
Stephen Kranz
McDermott Will & Emery LLP 
Sharon Simas 
 DFW  January 24, 2019 11:30 am Maggiano's Little Italy, 6001 W Park Blvd, Plano, TX 75093 TBD  TBD Lynn Krebs
St. Louis  April 23, 2019 11:30 am Maggiano's TBD TBD  Amy Salamone

Jessica C. Nowlin

Chair, Local Luncheon Liaison Committee 
Best Buy Enterprise, Services Inc. 

2017-18 Luncheon Committee Chairs By State


Phoenix Area 
JoAnn F. Pierson
Ryan, LLC

Northwest Arkansas 
Juli D.  Dorrough
JB Hunt Transport Services, Inc.

San Diego Area 
Chad Straube
DuCharme, McMillen & Associates, Inc.

Silicon Valley Area 
Gus Rivera
Intel Corporation

Delaware Valley Group
Lawrence J. Mellon
Vertex Inc.

Billie-Jo Tozer Dodson, CMI
Global Tax Management, Inc.

Atlanta Area 
Adam Richmond
Preferred Tax Services

Chicago Area 
Donald F. Nesci
Abbott Laboratories

Laurie Albano
The Albano Group LLC

Twin Cities Area 
Masha M. Yevzelman, Esq.
Fredrikson & Byron, P.A.

St. Louis Area 
Matthew Landwehr, JD
Thompson Coburn

New Jersey:
Northern New Jersey Area
Paul D. Roberts, ASA
International Appraisal Company Inc.



North Carolina: 
Charlotte Area 
Kathleen A. Foster, CMI 
Dimension Data North America Inc.

Triangle Area (Raleigh)
Kirk H. Neely, CMI
ABB, Inc.

Delaware Valley (see Delaware) 

Western Pennsylvania 
Pittsburgh Area
Caroleann Santa
Koppers Inc.

Memphis Area 
Anna Howell 
Evergreen Packaging

Nashville Area 
Ronnie V. Gregory, CMI, CPA 
Ryan, LLC

Michelle Coleburn 
HCA, Inc.

Austin Area 
Eric Hagenswold, Esq. 
Scott, Douglass & McConnico, L.L.P.

Dallas/Ft.Worth Area 
Lynn D. Krebs, CMI, Ph.D.
Tax Advisors Group, Inc.

Houston Area 
Samuel C. Kinslow, CMI 
Ernst & Young, LLP

Nola T. Newcomb
Boardwalk Pipelines, LLC

San Antonio Area 
Jamie Paul Stottlemyre, CMI, CPA 
Ryan, LLC

Seattle Area 
Darcy N. Kooiker, CPA 
Ryan, LLC

Tarah M. McLaughlin,  CPA 
Weyerhaeuser Company

Eric Siedentopf, CPA 
Costco Wholesale Corporation

Milwaukee Area 
Paula M. Jung
Johnson Controls, Inc.