The 2018 conference planning is underway. Please visit us in late spring to view an updated 2018 speaker panel listing. Below is a list of some of our speakers from 2017.
John Amato, State Tax Counsel
PricewaterhouseCoopers, LLC (Stamford, CT)
John Amato joined PricewaterhouseCoopers in Stamford, Connecticut as a Managing Director in 2017, specializing in state income tax controversy. Prior to joining PwC, Mr. Amato was Senior Tax Counsel and Director of State Income Tax Audits with General Electric Company. During his 22 years at GE, he was responsible for state income and franchise tax audits, appeals and litigation for the GE Capital and GE industrial group of companies. Prior to joining GE in 1995, Mr. Amato was with Price Waterhouse in San Francisco and with Coopers & Lybrand in Boston specializing in state income and franchise tax planning and audit defense. Mr. Amato began his career as Counsel with the Massachusetts Department of Revenue in Boston, and has over 33 years of state and local tax experience. Mr. Amato has spoken for various organizations such as the Council on State Taxation, Paul J. Hartman SALT Forum, Tax Executives Institute and New England SALT Forum. He co-authored Equipment Leasing – State Income and Franchise Tax Considerations, © 2001 CCH, Inc., as well as a BNA Tax Management Portfolio entitled Managing State Tax Audits. Mr. Amato received his B.A., cum laude, from Middlebury College in 1981 and his J.D. from Case Western Reserve University Law School in 1984.
Andrew D. Appleby
Andrew Appleby of Eversheds Sutherland represents clients in all stages of tax controversy—and advises clients regarding multistate tax planning and complex transactions. With a practice focused on state and local tax, he has experience in all areas of multistate taxation, including income, franchise, sales and use taxes. Andrew often advises clients and speaks on the taxation of cloud computing, remote access software and web services. He advises and represents various types of insurance companies, including captive insurance companies, surplus lines insurance companies, licensed property and casualty insurance companies, and health insurance companies. Andrew also has extensive experience guiding commodities transactions. Andrew combines his dedication to tax law with his passion for sports by regularly publishing law review articles in the area of sports taxation. Emerging as one of the nation’s prolific scholars on this subject, he has been featured in The New York Times and Bloomberg TV’s “In Business with Margaret Brennan.” Andrew participated in the Graduate Tax Scholar fellowship program at Georgetown University Law Center.
Pierce Atwood, LLP (Portland, ME)
Sarah Beard is a partner and member of the Pierce Atwood LLP’s State & Local Tax Group with more than 25 years’ experience advising businesses on state and local tax issues. Her practice covers all state and local taxes but concentrates on assisting businesses with Maine income tax and sales and use tax issues. Her practice includes state and local tax controversy work at administrative levels and in court, as well as counseling and transactional planning. Ms. Beard is a member of the Advisory Board for the New England State and Local Tax Forum. She is a past Chair of the Taxation Section of the Maine State Bar Association, and is a member of the State and Local Tax Committee of the American Bar Association’s Taxation Section. She is an Executive Committee member and past Chair of the National Association of State Bar Tax Sections.
Kevin W. Brown, General Counsel
Massachusetts Department of Revenue (Boston)
Kevin Brown has been General Counsel of the Massachusetts Department of Revenue since June 2004. He advises the Commissioner of Revenue on state tax regulatory and policy issues, litigation, and administrative law matters.
Mr. Brown has worked in the state tax field for more than 25 years in both the public and private sectors. He began his tax career in the Department’s Rulings and Regulations Bureau and was the primary author of numerous corporate and sales tax policy documents, including Massachusetts regulations on corporate nexus, apportionment, and combined returns of income. Before his appointment as DOR General Counsel, Mr. Brown worked with the Boston state tax practices of Arthur Andersen and Deloitte.
Mr. Brown is a graduate of Haverford College and Boston College Law School. He holds an M.S. in computer science from Boston University.
Medtronic (Mansfield, MA)
Tony Chirico, CPA is currently Senior Director, Federal and State Audits for Medtronic where he is in charge of income tax audits and controversy. Tony previously worked for York International, where he was responsible for federal and state audits, incentives, and indirect tax. Tony also worked for KPMG LLP and Subaru. Tony has an M.S. degree in Taxation from Villanova and MBA and B.S. degrees from Drexel. Tony is on the Board of Directors of COST and the New England SALT Forum Advisory Board and has been a speaker, instructor or facilitator at various functions for COST, IPT and TEI.
Harley T. Duncan, Managing Director, Washington National Tax
KPMG, LLP (Washington, DC)
Harley Duncan is the managing director in charge of KPMG’s State and Local Tax Washington National Tax practice. Prior to joining KPMG in 2008, he was the executive director of the Federation of Tax Administrators for 20 years. He has also worked with Kansas and South Dakota state governments and the National Governors Association. Harley works to establish and improve business relationships with state taxing authorities, assists clients in working with state tax agencies, and keeps clients and firm members abreast of current developments. He is a sought out author and speaker and in 2008 was cited as “The Most Influential Person on the Planet in State and Local Tax” by State Tax Notes.
Karl A. Frieden, Vice President and General Counsel
Council On State Taxation (Washington, DC)
Karl Frieden is the Vice President and General Counsel of the Council On State Taxation (COST). Karl’s responsibilities at COST include writing amicus briefs for cases at state Supreme Courts and the U.S. Supreme Court; working on state and local tax-related legislation with State Legislatures; speaking at state tax forums throughout the U.S.; and developing research projects for COST’s State Tax Research Institute. Prior to joining COST, Karl was a tax partner with Ernst & Young and before that a tax partner with Arthur Andersen. Earlier in his career, he was the Deputy General Counsel of the Massachusetts Department of Revenue. Karl has had extensive experience with most types of state and local taxes and with global indirect taxes, including VAT and withholding taxes. Karl has spoken on state and local and global indirect tax issues at business, academic and tax policy forums in the US, Europe and Asia. He has testified before state legislatures and the US Congress on state tax policy issues. He is author of numerous articles on state and local taxation; and wrote the book, Cybertaxation: The Taxation of E-Commerce (CCH 2000) – the first comprehensive book written on the taxation of the digital enonomy. Karl received his J.D. from Northeastern University School of Law, and his B.A. from the University of California, Berkeley.
Scott Gilefsky, Partner
Ernst & Young LLP (Hartford, CT)
Scott is a partner in Ernst & Young’s Northeast Region Indirect Tax practice. He has over 20 years of experience in state and local taxes with Big 4 public accounting firms. Scott’s primary areas of focus are state income/franchise tax planning and consulting, state tax merger and acquisition work, and refund reviews. Scott is on the Advisory Board for the New England State and Local Tax Forum. Scott has been a speaker at seminars and conferences sponsored by the Tax Executives Institute, the Boston Bar Association, the Institution for International Research Private Equity Tax Practices, the Council on State Taxation, the Massachusetts Bar Association, Massachusetts Continuing Legal Education, BNA Tax Management, Strafford Publications and the Massachusetts Association of Professional Accountants. He also has led numerous internal presentations and has spoken at various university state tax courses and Ernst & Young external seminars. He has written articles for BNA Tax Management’s State Tax Report, the Boston Business Journal, Massachusetts Continuing Legal Education and the Massachusetts Bar Association Lawyers Journal. He holds a bachelors degree from Emory University and both a J.D. and LL.M. from the Boston University School of Law. Scott is a member of the Massachusetts Bar.
PricewaterhouseCoopers, LLP (Minneapolis, MN)
Susan Haffield is a partner in the Minneapolis office of PricewaterhouseCoopers LLP. Susan provides consulting services focusing on indirect tax strategy, audit defense, refund analysis, structures, sales tax reserves, process improvements, e commerce, and nexus evaluations. She also specializes in indirect taxes associated with the retail and consumer products industries. Susan has been actively involved in the Business Advisory Council associated with the Streamlined Sales Tax initiative. Susan has also been involved with many other business and taxpayer organizations such as the Minnesota Chamber of Commerce, Minnesota Center for Fiscal Excellence, and Minnesota Society of CPA’s. She is also a frequent speaker for organizations such as Council on State Taxation, Paul J. Hartman SALT Forum, Institute for Professionals in Taxation, Tax Executives Institute, and New York University. Susan has over 25 years of experience. In addition to her experience in public accounting, Sue was a manager in the Cargill tax department where she focused on indirect taxes and state and local income taxes. She joined PricewaterhouseCoopers in June 2002.
Joseph Huddleston, Executive Director
Ernst & Young LLP (Washington, DC)
Joe Huddleston is an Executive Director for EY Indirect Tax in the National Tax office in Washington, where he regularly consults with some of the largest national and multi-national corporations. Prior to joining EY Joe served for ten years as Executive Director of the Multistate Tax Commission. In 2011 he was named by Tax Analysts as one of the top 10 individuals who influence state tax policy and practice, and in 2012 received the 11th annual award for Outstanding Achievement in State and Local Taxation from New York University. In 2015, he received from Bloomberg BNA the Franklin C. Latcham award for Distinguished Service in State and Local Taxation. He served as Commissioner of the Tennessee Department of Revenue from 1987 to 1995. Additionally he served on the State Board of Equalization for six years and presiding officer for three years. During his tenure as Commissioner, he was president of both the Federation of Tax Administrators and the Southeast Association of Tax Administrators. Immediately after leaving the Tennessee Department of Revenue, Huddleston became chief financial officer for the Metropolitan Government of Nashville and Davidson County. A graduate of the University of South Carolina, he received his J.D. from the Nashville School of Law and was awarded his Doctor of Laws by the University of South Carolina in 2009. Huddleston is a member of both the Tennessee and American Bar Associations and their respective tax sections.
Stephen J. LaRosa, Senior Director
Alexion Pharmaceuticals, Inc. (New Haven, CT)
Stephen LaRosa is the senior director who oversees U.S. domestic state and local taxes as well as global indirect taxes at Alexion Pharmaceuticals, Inc. headquartered in New Haven, Connecticut. Steve is a member of the AICPA and CTCPA. He served as the chairperson of the CTCPA State Tax Committee and previously received the CTCPA Committee Member of the Year Award. Steve serves on the tax committees of various business organizations, including the Connecticut Business and Industry Association. He has served on task forces established by the Connecticut General Assembly and the Department of Revenue Services addressing tax and policy matters.
John R. Lewandowski, Deputy Director – Income/Estate Tax
Maine Revenue Service (Augusta, ME)
Mr. Lewandowski is Deputy Director – Income/Estate Tax Division at Maine Revenue Services (MRS). John, a graduate of the University of Maine, has worked for Maine Revenue Services for 30 years. The unit he manages is responsible for multi-state income tax audit and non-filer discovery. The team also administers MRS’ voluntary disclosure program. John resides in Portland.
Douglas Lindholm, President & Executive Director
COST (Washington, DC)
Douglas L. Lindholm, Esq. is President and Executive Director of the Council On State Taxation (COST). COST, with a membership of nearly 600 multistate corporations, is dedicated to preserving and promoting equitable and nondiscriminatory state taxation of multi-jurisdictional entities. Prior to taking the helm at COST, Mr. Lindholm served as Counsel, State Tax Policy for the General Electric Company in Washington, DC and in the Washington National Tax Services Office of Price Waterhouse LLP. He has written numerous articles on federal, state and local tax issues in a wide variety of publications; testifies frequently before state legislatures and Congress on state tax issues; and is a frequent speaker at national tax conferences and seminars. In 2006, Mr. Lindholm was named to the Tax Business 50 list of most influential tax professionals on the globe, and is the recipient of the 2009 New York University Award for Outstanding Achievement in State and Local Taxation. He was also named to the “All-Decade State Tax Team” by State Tax Notes in January, 2010. He is a graduate of American University’s Washington College of Law in Washington, DC, and Lynchburg College (BA in Accounting) in Lynchburg, Virginia.
Connecticut Department of Revenue Services
Erica McKenzie is a tax attorney in the Litigation & Collections Enforcement Unit of the Connecticut Department of Revenue Services. Ms. McKenzie represents the Commissioner of Revenue Services in all litigation before the Tax Session of the Superior Court as well as other boards and commissions. While Ms. McKenzie’s primary duties pertain to litigation, she is also the attorney responsible for the insurance & health care provider taxes and collections matters. This includes drafting legislation, tax forms, publications, and responses to ruling requests as well as assisting with the Department’s implementation of legislative changes.
Adam L. Moehring
Adam L. Moehring is a Tax Partner at Deloitte. Adam is a CPA with over 17 years of public accounting experience focusing on multinational publicly traded companies. Adam has significant experience with a variety of tax issues including accounting for income taxes, mergers and acquisitions, international tax issues, and tax compliance. Adam spent two years in Deloitte Tax’s Management Development Program, where he worked with the Washington National Tax Office’s Subchapter C practice focusing primarily on mergers and acquisitions and the US consolidated return regulations. Adam is a frequent instructor on IRC Subchapter C and the US consolidated return regulations at Deloitte Tax’s national trainings. Adam serves as the Global Lead Tax Partner on several large multinational clients and the Lead Corporate Tax Partner on some major financial advisory firms. He also serves as the US tax partner on several US inbound clients. Adam is a member of the American Institute of Certified Public Accountants, and the Massachusetts Society of Certified Public Accountants.
Jon Muroff, Principal
PricewaterhouseCoopers, LLC (Boston, MA)
Jon Muroff, Principal at PricewaterhouseCoopers LLP, leads the firm’s State & Local Tax (“SALT”) practice in the Northeast and currently serves as the SALT coordinator for the markets in the East Region. He is also a part of the firm’s national SALT asset management and real estate practices and regularly works with clients in these industries, focusing on issues related to funds, management companies, and advisers, as well as transactional related matters. Jon has written articles on various state tax issues, and is the author of the BNA Tax Management Portfolio No. 2140: Massachusetts Corporate Taxes. He has been an instructor at numerous firm training seminars and over the years, has been a panelist at various conferences including the New England State & Local Tax Forum, the Tax Executives Institute, the Massachusetts Taxpayers Foundation, the Council On State Taxation, Georgetown University’s Advanced State & Local Tax Institute, and the Massachusetts Society of Certified Public Accountants. Jon received a B.A. from Clark University, a J.D. from Case Western Reserve University, and an LL.M. from the Georgetown University Law Center. He is a member of the bar in Massachusetts and New York.
Faranak Naghavi, Partner
Ernst & Young LLP
Faranak Naghavi is a Partner in Ernst & Young LLP’s Americas Indirect Tax and TPA practices, and has more than 20 years of experience assisting companies with their general sales and use tax operational, processes, compliance, and controversy issues. She leads EY’s Tax Performance Advisory Technology Enablement practice and also serves as the National Director of sales and use tax technical services and markets. Faranak focuses on US and global system and process review and automation projects and has led numerous large global tax engine implementation projects. She has also advised a wide range of companies on sales and use, income/ franchise and transfer tax issues. Faranak has actively participated in the Streamlined Sales Tax initiative since 2000. She is currently a member of the Business Advisory Committee Board and serves as the Chair of the Audit Liaison Sub-committee.
Richard Pomp, Professor
University of Connecticut Law School (Hartford, CT)
Professor Pomp is the Alva P. Loiselle Professor of Law at UConn School of Law and serves as an expert witness in more than half the states in the country and as counsel and a litigation consultant to law firms, corporations, accounting firms, and state tax administrations. He has participated in various capacities in Supreme Court litigation. Professor Pomp’s casebook, State and Local Taxation, has been used in more than 100 schools, state tax administrations, and major accounting firms for their internal training. He has been described as “the most knowledgeable person on state corporate income taxation in the country” (28 State Tax Notes 353). In 2007, he received the NYU Institute on State and Local Taxation Award for Outstanding Achievement in State and Local Taxation. In 2011, he received the BNA Lifetime Achievement Award. He was the 2012 winner of the University of Connecticut’s Faculty Excellence in Teaching – Graduate Level. Tax Analysts selected him as its 2013 State Tax Lawyer and Academic of the Year. In 2014, he received the Council on State Taxation’s Excellence in State Taxation Award. The Connecticut Law Tribune awarded him its 2015 Professional Excellence Award.
David Pope, Partner
Baker McKenzie (New York, NY)
David Pope is a state and local tax partner in the New York office of Baker McKenzie. Prior to joining Baker McKenzie, Mr. Pope practiced state and local tax in the New York office of an international law firm and in a Big 4 accounting firm. Mr. Pope’s practice focuses on state and local corporate income tax, sales and use tax, property tax, payroll tax, personal income tax, and unclaimed property in all states. He represents clients in all aspects of state and local tax, including controversy, litigation, planning, and restructuring matters. Mr. Pope has advised Fortune 500 clients in the retail, financial, insurance, energy, media, telecommunication, and manufacturing industries across the United States.
Kaj Samson, Commissioner
Vermont Department of Taxes (VT)
Commissioner Samsom was appointed Commissioner of the Vermont Department of Taxes in January 2017. Samsom comes to the Tax Department with a decade of financial regulation experience at the Vermont Department of Financial Regulation, most recently as Deputy Commissioner. He is a graduate of the University of Vermont and also earned a master’s degree in Public Administration from UVM. He is a certified public accountant (CPA) and a certified financial examiner (CFE). Samsom has also served on various boards including the American Institute of Certified Public Accountants Governing Council, the Vermont Society of Certified Public Accountants (past President), Moretown Elementary School Board (past Chair) and is currently a board member of Montpelier Alive.
Neena Savage, Administrator
Rhode Island Division of Taxation (Providence, RI)
Administrator Savage was appointed to her post in January of 2017 after serving as Acting Administrator for the Rhode Island Division of Taxation since December 2015. Savage previously served as the Assistant Tax Administrator, a position she held since February 2015. Prior to joining the Division of Taxation, Savage was deputy director and executive counsel for the R.I. Department of Business Regulation (DBR) and held various other positions during her 18-year career at DBR. Savage was an associate with Edwards & Angell and a staff attorney for Rhode Island Legal Services before beginning work at DBR. In all, she has more than 25 years of experience in the legal field. Savage holds a bachelor’s degree in political science from Texas A&M University and a juris doctorate degree from American University.
Matthew D. Schnall, Partner
Matt Schnall is a partner in the Tax Practice Group at WilmerHale. For more than 20 years, he has represented clients in tax controversies, administrative rulings, regulatory compliance, and transactional planning. Mr. Schnall handles controversies involving state income, corporate, sales and use, and property taxes, as well as federal income, employment and estate taxes and retirement plans. He practices before various state trial and appellate tribunals, including an extensive practice at the Massachusetts Appellate Tax Board, and before various federal courts. Mr. Schnall is an Adjunct Professor in the Graduate Tax Program at the Boston University School of Law, where he teaches State and Local Taxation, and a member of the Executive Committee of the Massachusetts Taxpayers Foundation. He is a member of the Boston Tax Forum; the American College of Tax Counsel; the Tax Section of the American Bar Association; and the Tax Section and the State Tax Committee of the Boston Bar Association.
Joseph B. Senier
Joe Senier is the Director of New England Sales and Use Taxes, KPMG LLP. Joe has more than thirty years of experience assisting clients with state and local tax issues. This experience includes 15 years at the Massachusetts Department of Revenue, where he served as a Regional Director of Sales Tax Audit. He has assisted a wide range of clients in the Construction, Manufacturing, Pharma, Financial Services and Software Industries advising on an array of industry and indirect tax matters. Joe’s primary focus has been in addressing technical sales and use tax matters, identifying and pursuing refunds, defending audits, implementing changing tax regulations, and providing advice on general sales tax matters.
Lindsey M. Stepp, Acting Commissioner
New Hampshire Department of Revenue Administration (Concord, NH)
Lindsey M. Stepp is currently Acting Commissioner of the New Hampshire Department of Revenue Administration. Lindsey received her Master of Business Administration degree from Plymouth State University, after receiving her B.S. in Economics from Trinity College in Hartford, CT. Lindsey served as Director of Business Services for the Information Technology Services Department at Plymouth State University, and previously worked at the Department of Revenue Administration as a Financial Analyst. Lindsey began her career at Ernst & Young LLP as an International Tax and Transfer Pricing Consultant.
Christopher J. Sullivan, Shareholder
Rath, Young and Pignatelli, PC (Concord, NH)
Chris Sullivan leads the Rath, Young and Pignatelli, P.C. state tax practice, focusing on state taxation of multi-state businesses. Chris regularly represents clients before the New Hampshire Department of Revenue Administration, the Massachusetts Department of Revenue, the Vermont Department of Taxes and various other tax agencies across the country. Chris has devoted substantial time to nexus, apportionment and combined reporting issues, and creates value for clients during the audit, assessment and refund process. Chris is recognized in The Best Lawyers in America for tax law. Chris is a nationally-recognized speaker/author on state tax issues, having presented at multiple Council on State Taxation (COST) Annual meetings, the Paul J. Hartman State and Local Tax Forum, the Tax Executives Institute, the Institute for Professionals in Taxation, the National Multistate Tax Symposium, and the New England State and Local Tax Forum. Chris is a founder and serves as treasurer of the New England State and Local Tax Forum, which operates New England’s premier state and local tax conference. Chris earned his B.A. with honors from Harvard College in 1989 and his J.D. with honors from Georgetown University Law Center in 1996.
Kevin B. Sullivan, Commissioner
Connecticut Department of Revenue Services (Hartford, CT)
Commissioner Sullivan was appointed as Commissioner of Revenue Services in 2011 by Governor Malloy. He is refocusing the agency as a strategic resource for state fiscal and economic policy, government innovation, employee engagement, taxpayer outreach, voluntary compliance and increased collections. He previously served as Connecticut’s Lt. Governor and State Senate President Pro Tempore. Commissioner Sullivan serves on the Board of Trustees of the Federation of Tax Administrators (FTA) and is active with the North East State Tax Officials Association (NESTOA). He is a regular presenter at federal, regional and state tax forums. Commissioner Sullivan graduated in 1971 from Trinity College and the University of Connecticut School of Law in 1982. As an attorney, his areas of focus included administrative, telecommunications and banking law.