2023 IPT Property Symposium

JW Marriott Tampa
Tampa, FL
November 5-8, 2023

2023 IPT Property Tax Symposium Registration List

2023 IPT Property Tax Symposium Final Brochure

2023 IPT Property Tax Symposium Agenda

2023 Property Tax Symposium Speaker Bios

Contents 

IPT is pleased to provide this website as an information resource to all 2023 IPT Property Tax Symposium attendees. Clicking on one of the Session Titles below will take you to the papers presented during that session. Presentations are added as we receive.

Peeling Back The Onion

Speaker:
KC Conway, MAI, CRE, CCIM
Principal and Co-founder
Red Shoe Economics
Wake Forest, NC
Shady Taxing Jurisdiction Practices & How to Protect Your Employer & Client Interests

Speakers:
Michael Moore, Esq.
Attorney
Ryan Law Firm, PLLC
Dallas, TX

Paul R. Morcom, Esq.
Partner
McNees Wallace & Nurick LLC
Harrisburg, PA

David A. Schneider, Esq.
Partner
Archer & Greiner, P.C.
Princeton, NJ
Sell Your Value to Your Company's Stakeholders and Managing Expectations

Speakers:
Richard Allen
Walmart, Inc.
Bentonville, AR

The Art of Negotiating a Tax Appeal: From Understanding Parties' Motivations to Effective Use of Communication Skills

Speakers:
David A. Suess, Esq.
Partner
Faegre Drinker Biddle & Reath LLP
Indianapolis, IN

Gentrification - The Good, The Bad, The Ugly

Speakers:
Nicholas Jordan, Esq.
Partner
Worsek & Vihon, LLP
Chicago, IL
Amy Reilly Sallusti, Esq.
Shareholder
Geary, Porter & Donovan, P.C.
Addison, TX
Anatomy of the Internal Personal Property Compliance Process

Speakers:
Montgomery E. Brantley, CMI
Senior Manager, Property Tax
Martin Marietta Materials
Dallas, TX

Monique Taylor
Director, Tax
Host Hotels & Resorts
Bethesda, MD
Property Tax Legislative & Case Law Update Throughout the Country

Speakers:
Michael Benak, Esq.
Partner
McCarter & English, LLP
Newark, NJ

Sara S. Rapkin, Esq.
Attorney/Shareholder
Reinhart Boerner Van Deuren S.C.
Milwaukee, WI

Joseph A. Vinatieri, Esq.
Partner
Bewley, Lassleben & Miller, LLP
Whittier, CA
True Stories: Tales of Creative Strategies for Property

Speakers:
Mark A. Loyd, CMI, Esq., CPA
Partner & Co-Leader, National Tax Practice Group
Dentons Bingham Greenebaum LLP
Louisville, KY

Charles H. Mercer, Jr., Esq.
Of Counsel
Young Moore and Henderson, P.A.
Raleigh, NC

"My Persuasion Can Build a Nation" - Women in Property Tax

Speakers:
Carolyn Chinn Maly, Esq.
Shareholder
Geary, Porter & Donovan, P.C.
Addison, TX

Mary O'Connor, CMI, ASA, CRE, CFE
Partner, Forensic and Valuation Services
Sikich LLP
Indianapolis, IN

Michele M. Whittington, Esq.
Member
Morgan Pottinger McGarvey
Lexington, KY
Testimony of a Witness using Appraisal Theory & USPAP

Speakers:
Barry A. Diskin, PhD, MAI, AI-GRS
Principal
Diskin Property Research
Tallahassee, FL

Mark A. Lago, M.B.A.
Manager Valuation Advisory
CohnReznick LLP
Miami, FL
Thomas R. Wilhelmy, Esq.
Founder of Property Tax Group and Senior Shareholder
Fredrikson & Byron, P.A.
Minneapolis, MN
How to Make Survival Tools to Challenge DOR Schedules & Argue External Obsolescence

Speakers:
Stephen "Bo" Bearse, Jr., CPA
Senior Manager
Ernst & Young LLP
Atlanta, GA

What Do You Mean the Sale is No Good? 

Speakers:
Kevin M. Clyne, CRE, Esq.
Partner
Herman Katz Cangemi Wilkes & Clyne, LLP
Melville, NY

The Future of Multi-Family When Rents and Construction Costs are Skyrocketing

Speakers:
Brandt Foster
Director
Northwestern Mutual Real Estate
Atlanta, GA 
Nicholas L. Mau, CCIM
Partner
FirstPointe Advisors, LLC
Fort Lauderdale, FL
Retail's Impact on Logistics Real Estate

Speakers:
Bradford C. Dunn, CMI, MAA, CRE, FRICS
VP Property Tax/Incentives Director
The TJX Companies, Inc.
Framingham, MA
Marc Sances
SVP, Real Estate Taxes
Prologis
Boston, MA
International Perspectives

Speakers:
Jeff Grad, CPA,CBV,MRICS,AACI
President
Equitable Value Inc.
Toronto, ON

Jerry Grad, FRICS, P.Eng.
CEO
International Property Tax Institute
Toronto, ON
A Deep Dive: Separating Personal from Real Property, Ghost Assets and Intangibles

Speakers:
Robert G. Federico, CMI
Tax Director
Grant Thornton LLP
Philadelphia, PA

Single Tenant Retail: Valuation Theory vs. the Real World

Speakers:
Douglas Paul Huddle
COO/Director of Real Estate Services
Wilson & Franco
Houston, TX
Evan McCloskey, CMI, CPA
Principal Leader, Property Tax
Chick-fil-A, Inc.
Atlanta, GA
What Incentive? Balancing Appropriate Assessment Valuations Within C&I

Speakers:
Stephen Brunson
Vice President
DMA - DuCharme, McMillen & Associates, Inc.
Indianapolis, IN
David Malson, CMI
Senior Manager, Credits & Incentives
BDO USA
Troy, MI
Marty Wilson, CCIP
Manager, Development Incentives and Property Tax
Darden Restaurants, Inc.
Orlando, FL

What Am I Even Appealing? Bundle of Rights & Valuation Theory

Speakers:
Derrick James Dyslin
Managing Director
KPMG LLP
New York, NY

C. Cash Gill, MAI
Principal
Cash Gill & Associates
3117 Russell Blvd
Saint Louis, MO
Sara C. Sorenson, Esq.
Attorney
Preferred Tax Services
Atlanta, GA
Putting the Band Back Together: Inflation & Market Effects on Cap Rates

Speakers:
Kirk A. Garza, CMI, MAI, CCIM
Director
Popp Hutcheson PLLC
Austin, TX
Kevin B. Hynes, Esq.
Equity Member
O'Keefe Lyons & Hynes, LLC
Chicago, IL
"I've Got a Guy" - Expanding Your Networking and Development in Property Tax

Speakers:
Lyndsey M. Cheek
Partner
Ryan Law Firm, PLLC
Fort Worth, TX

Randy L. Ellison
Managing Director
Cambridge Tax Services
Atlanta, GA

Nicholas A. Furia
Attorney At Law
Law Offices of Nicholas A. Furia, PLLC
Minneapolis, MN
Economic Obsolescence: How to Find It and What to Do With It Afterwards 

Speakers:
John Ray, ASA
Senior Vice President
BVA Group
Plano, TX
Mark R. Simzyk, ASA
Managing Director
Kroll, LLC
Chicago, IL
Increase Your Chances of Success at Trial - Working Effectively with an Expert Witness 

Speakers:
Mark S. Hutcheson, CMI, Esq., CRE
Managing Partner
Popp Hutcheson PLLC
Austin, TX
Mark F. Murphy, Esq.
Attorney
Mark Murphy Law Offices, LLC
Norwood, MA
Kathy G. Spletter, ASA
Vice President
Stancil & Co.
Irving, TX

Navigating the Ever-Changing Landscape of Non-profits

Speakers:
Thomas A. Bowen, Esq., CPA
Partner
Stevens & Lee
Harrisburg, PA

Judy S. Engel, Esq.
Attorney, Shareholder, Chair - Property Tax Dept.
Fredrikson & Byron, P.A.
Minneapolis, MN
Brendan Lynch, Esq.
Shareholder
Lowndes
Orlando, FL
Keynote/Ethics: Be a Leader You Would Follow

Speaker:
Corey Ciocchetti
Professor
Corey Speaks
Denver, CO

Back to the Future! Technology & Innovation Within Property Tax

Speakers:
Jason Hoot, Esq.
Tax Director
PricewaterhouseCoopers LLP
Atlanta, GA

Charles J. Moll, III, Esq.
Partner
McDermott Will & Emery LLP
San Francisco, CA

Joshua R. Rhoads, CMI
Vice President of Operations
DMA - DuCharme, McMillen & Associates, Inc.
Indianapolis, IN