Local Luncheon Groups & Chairs

The Institute for Professionals in Taxation® has local luncheon groups in numerous cities across the US, which hold luncheon programs throughout the year. These local programs afford an opportunity for local members of the Institute and others whose primary corporate responsibility is in the area of State and local income, property and/or sales and use taxation to gather and discuss topics of mutual interest or concern. 

The luncheon group planning committee, which is composed of IPT members, develops and hosts the programs that are presented. Any IPT member interested in becoming involved in the planning committee should contact the chair of that luncheon group.

A mailing list of members in the area as well as others who have expressed interest is maintained by the luncheon group. The luncheon fee imposed is to help to cover the costs of the function. Continuing education credit is available. If you are interested in being on the mailing list for a particular group please either contact that group´s Chair or the IPT office.

Local Luncheon Group Continuing Education Guidelines

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
TEI/IPT Silicon Valley
Date/Time
December 5, 2019
Location
Biltmore Hotel and Suites
2151 Laurelwood Road 
Santa Clara, CA  95054
Topic & Speakers
Speakers:Pillsbury Winthrop Shaw Pittman LLP

Topics:
SALT Tax Controversies:  Why “Winning” isn’t the same for everyone
Property and Transfer tax Update, including split roll
SALT Cross Pollination:  U.S. and International approaches to taxing foreign source income
CDTFA:  Best practices for sales/use tax audits and appeals
Market based sourcing:  What’s happening at audit and appeal
Local and Gross Receipts Taxes:  Including S.F, Fresno, Oakland supermajority cases and OR 
Register
Phoenix
December 6, 2019 11:30 am
University of Phoenix - Phoenix, AZ
Speaker: James Busby, The Cavanagh Law Firm
Topic:  Arizona Tax Legislative, Wayfair, and Marketplace Updates
Chicago
December 11, 2019
Maggiano's Banquets
111 West Grand Avenue
Chicago, IL 60610 
Topic: Illinois State and Local Tax Recap 2019
 
Speakers: 
Carol Portman, President, Taxpayers Federation of Illinois
David Harris, Director, Illinois Department of Revenue
Seattle
December 17, 2019
Nintendo headquarters
4600 150th Avenue NE
Redmond, WA
Topic: More than Marketplace: The Current State of Sales and Use Tax

Speakers:
Mike Shaikh, Baker McKenzie LLP 
Mark Yopp, Baker McKenzie LLP 
Chair, Local Luncheon Liaison Committee 
Best Buy Enterprise, Services Inc. 
 

2019-20 Luncheon Committee Chairs By State

 

Arizona:
Phoenix Area 
Angela Shrock
DuCharme, McMillen & Associates, Inc.

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

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

San Francisco:
Sandra J. Jacobs, CMI
KPMG LLP

Vanessa Frank Ruppert, CMI
Ebay, Inc.

Stephanie Gilfeather
Instacart

Silicon Valley Area: 
Gus Rivera
Intel Corporation

Delaware: 
Delaware Valley Group
Robert Weyman
Reed Smith LLP

Georgia: 
Atlanta Area
Marcia N. Shippey-Pryce, CMI
WestRock

David Childs, Esq.
ADP Added Value Services

Illinois: 
Chicago Area
Ellen Berkshire
Verros, Berkshire, PC

Massachusetts:
Boston
Laurie Albano
The Albano Group LLC

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

Missouri: 
St. Louis Area 
Matthew Landwehr, Esq.
Thompson Coburn LLP

New Jersey:
Delaware Valley Group
Robert Weyman
Reed Smith LLP
 


 

 

 

 

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

Ohio:
Toledo
Annette Prehn, CMI
Owens-Illinois, Inc.

Pennsylvania:
Western Pennsylvania 
Pittsburgh Area
Caroleann Santa
Koppers Inc.

Delaware Valley Group
Robert Weyman
Reed Smith LLP

Tennessee: 
Memphis Area: 
Anna Howell
Evergreen Packaging

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

Michelle Coleburn
HCA Healthcare, Inc.

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

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

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

Nola T. Newcomb
Boardwalk Pipelines, LP

San Antonio Area: 
Jamie Paul Stottlemyre, CMI, CPA 
Deloitte Tax LLP

Washington: 
Seattle Area 
Darcy N. Kooiker, CPA
Ryan, LLC

Tarah M. McLaughlin,  CPA
Amazon.com

Eric Siedentopf, CPA
Costco Wholesale Corporation

Wisconsin:
Milwaukee
Paula M. Jung
Johnson Controls, Inc.