John R. Biello, Acting Commissioner
CT Department of Revenue Services
John Biello was appointed Acting Commissioner of the Connecticut Department of Revenue Services on January 17, 2020. Prior to that he served as the agency’s Deputy Commissioner. John has worked for DRS for 30 years in the Audit and Compliance Division as well as the Taxpayer Service Division. Throughout his career at DRS, Mr. Biello has played an active role with emerging issues. He most recently led the agencies Strategic Plan Administration Unit overseeing a portfolio of agency projects and initiatives. He has also served as an audit representative on various Department of Revenue Services committees including the department’s Tax Policy Group, Interdivisional Tax Team, the department’s Speakers Bureau, Withholding Tax Implementation Team, and Forms Committee. Mr. Biello has had the opportunity to speak at many seminars and conferences including the UConn Tax School, The Federation of Tax Administrators, The National Association of Tax Practitioners, The North Eastern States Tax Officials Association, The UConn Law School Tax Clinic, and The Post University Tax Institute. He holds a bachelor’s degree in accounting as well as a Master’s degree in Public Administration.
Craig Bolio, Commissioner
VT Department of Taxes
Craig Bolio was appointed as Commissioner of the Department of Taxes by Governor Phil Scott in December of 2019. Commissioner Bolio has served the Department since 2011, with much of his time spent supporting and improving the operational side of the Department, both as Deputy Commissioner and in his prior work where he focused on ensuring successful implementation of the state’s new online filing site, myVTax. He grew up in Vermont and earned a Bachelor of Arts in Economics and Political Science and a Master of Business Administration from the University of Vermont.
Ann Brown, Senior Manager
CBIZ (Boston, MA)
Ann is a member of the Tax Group and the New England State and Local Tax Practice. She has nearly 20 years of experience in the tax industry, specializing in tax refund reviews and consulting projects. Ann has held leadership roles in large multistate restructuring engagements, comprehensive multistate income tax planning, nexus reviews, and net operating loss and capital loss reviews. Ann delivers state and local tax expertise to New England area clients with a focus in the manufacturing, communications, technology, and life sciences industries. She is well versed in the many aspects of state and local tax, including tax planning and minimization, state tax provision, tax risk management, and tax controversy. Prior to joining CBIZ & MHM, Ann was a Senior Manager in the State and Local Tax division at a global professional services company. Previously, Ann spent 10 years at a “Big Four” firm.
Loren Chumley, Principal
KPMG (Nashville, TN)
Loren is a State and Local Tax Principal in KPMG’s Nashville, TN Office. She advises clients across a variety of industries on multistate sales/use and income and franchise tax issues and frequently represents clients in audit defense and state tax controversies. Loren helps clients optimize the indirect tax function by evaluating opportunities for cash recovery, managing tax risks across business functions, evaluating and systemizing tax policies, leveraging automation and process realignment, and turning tax data into value through analytics and data management. She has deep state tax experience in e- commerce, digital product and computer software and related services taxation. She also assists clients in the negotiation and implementation of tax and other business incentives related to expansions and relocations as well as associated compliance obligations. Loren led KPMG’s Indirect Tax Practice for five years during which time the practice’s revenue and number of team members doubled in size. Loren served on the Shareholders Committee for KPMG’s KGS Hungary Global Compliance Center from 2014 to 2017, including serving the last year as Chair. Loren was integrally involved in KPMG’s acquisition of the Thomson Reuters Indirect Tax Managed Services business, assisting in the transition of over 500 clients to the KPMG compliance center that includes sales, use and telecom tax compliance, exemption certificate maintenance services and business license services. Prior to joining KPMG, Loren devoted 12 years of service to the state of Tennessee, including serving from 2003 to January, 2007, as the Commissioner of Revenue and from 1999 to 2002 as the Director of the Department of Revenue’s Audit Division.
Michael Fatale, Deputy General Counsel
MA Department of Revenue
Michael T. Fatale is the Deputy General Counsel at the Massachusetts Department of Revenue (DOR). Previously, he was the Chief of the Rulings & Regulations Bureau, and before that he was a DOR tax counsel. He is the primary author of several state tax regulations and numerous administrative pronouncements, and has litigated or co-litigated several high-profile DOR cases. Mr. Fatale is the author of numerous law review articles on constitutional law that have been cited in various state tax cases, including cases decided by the Ohio, Iowa and West Virginia Supreme Courts and the California and New Mexico Courts of Appeal. He is an adjunct professor at Boston College Law School and Boston University School of Law, and has been a guest lecturer at Georgetown University Law School. In 2016, he was named a state government “administrator of the year” by the Tax Analysts’ publication State Tax Notes. In 2012, he was awarded the Paull Mines Award for Outstanding Contribution to State Tax Jurisprudence by the Multistate Tax Commission. In 2005, The Boston Globe reported on his leadership role in obtaining a large settlement in a bankruptcy case on behalf of eighteen states (“Hooray for the Taxman”). Mr. Fatale worked in private practice before joining DOR and holds an undergraduate degree from Columbia University and a law degree, with honors, from Boston College Law School.
Lynn Gandhi, Partner
Foley & Lardner (Detroit, MI)
Lynn A. Gandhi is a partner and business lawyer with Foley & Lardner LLP. Lynn is based in the firm’s Detroit office where she is a member of the Tax, Benefits, & Estate Planning Practice. Lynn has acquired more than three decades of experience as a tax attorney, including 14 years as corporate in-house counsel. She advises her clients on sophisticated multistate tax planning, audits, appeals and litigation and represents them in legislative and policy initiatives across multiple industry platforms. In addition, Lynn provides transactional support on the multistate tax implications of merger and acquisition transactions, and defense of post-closing indemnity and escrow claims related to pre-closing liabilities. Her clients include foreign-based companies with U.S. operations, national Fortune 500 companies, as well as Michigan-based businesses of all sizes. Lynn is well-known for her enthusiasm and engagement with tax policy initiatives affecting Michigan taxpayers and is frequently sought out as a subject matter expert in her professional community. She has lead legislative and administrative changes large and small to benefit business entities and their owners. Lynn is particularly well-versed in Michigan income taxes, indirect taxes, unemployment taxes, gaming excise taxes, captive insurance company taxes, officer liability exposure, offers-in-compromise, voluntary disclosure agreements, and unclaimed property laws. Lynn has written extensively, and frequently speaks on state tax matters, having published more than 60 articles and spoken or presented at over 75 events. She currently writes a State Tax Notes column entitled “Smitten with the Mitten.” Lynn is also an adjunct professor at Wayne Law, her alma mater. In addition to being an accomplished state tax attorney, Lynn is a Certified Public Accountant (CPA) in Michigan and Illinois, and is a registered lobbyist in Michigan representing clients on tax legislative initiatives.
Jordan Goodman, Partner
Horwood Marcus & Berk Chartered (Chicago, IL)
Jordan M. Goodman co-chairs Horwood Marcus & Berk’s State and Local Tax Group and resolves state and local tax controversies including unclaimed property for multistate and multinational corporations,
including Fortune 1000 clients with complex operations, in industries such as manufacturing, retailing, financial services, e-tailing, broadcasting and telecommunications. As both an attorney and a CPA, Jordan has a comprehensive view of tax planning issues and strategies. His experience and education enable him to deliver a creative, complete and practical approach to limiting the full range of tax exposures. He was recently elected as a fellow in the Litigation Counsel of America, an invitation only trial lawyers honorary society that includes less than one-half of one percent of American Lawyers. Jordan is one of the nation’s most sought after lecturers and authors on multi-state tax issues, controversies and planning. He has lectured on numerous state and local tax topics before business and professional associations, including the Council on State Taxation, the Tax Executives Institute, the Chicago Tax Club, Georgetown University Institute on State and Local Taxation, the National Institute Symposium, and annual meetings for CPAmerica, AGN International and CRI, LLC. In addition, Jordancontinuously creates and presents accredited state and local tax seminars throughout the country and has been recognized as an “Illinois Super Lawyer” by his clients and peers.
Tov Haueisen, Partner
PricewaterhouseCoopers (New York, NY)
Tov Haueisen is a partner with PricewaterhouseCoopers LLP’s State and Local Tax practice in New York, where he specializes in state and local audit defense and consulting. Tov leads PwC’s New York Metro State and Local Tax practice and co-leads the National Reverse Income Tax (“RITA”) Practice. Tov works with his clients in all facets of state and local tax including multistate consulting, audit defense/appeals, compliance, planning, return reviews, tax accounting and transactional accounting. Tov is the lead state tax partner on a variety of Fortune 500 clients. He looks to help companies identify state tax opportunities that are consistent with the overall business objectives. Tov is a frequent speaker to various organizations including COST, TEI, and IPT. Prior to re-joining public accounting, Tov worked at General Electric Company and had responsibility for state income and franchise tax audits and planning for the General Electric Financial Services group of businesses. He has an undergraduate degree from Bryant University. He also holds a master’s degree in Business Administration from the University of Connecticut and law degree from Concord Law School. Tov is currently a trustee on the Citizens Budget Commission in NY.
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.
Glenn C. McCoy, Jr., CMI, Esq.
New York, NY
Glenn C. McCoy, Jr., CMI, Esq., is a former Director in the New York City office of KPMG LLP. Previously he served as Principal & Practice Leader for the Multistate Income/Franchise Tax Practice of Ryan, Inc.,and as the National Partner-In-Charge of state and local tax services for BDO LLP. With over 30 years of experience, Mr. McCoy began his career with the Oklahoma Tax Commission, serving as Assistant General Counsel, and as Director of the Income Tax Division. He also served as the Director of State Taxes/State Tax Counsel for Kerr McGee Corporation. Mr. McCoy specializes in state and local tax issues and has extensive experience in handling complex audits, protests and appeals. Mr. McCoy has represented clients in administrative hearings and settlement conferences in over 20 state jurisdictions, and works extensively in state tax planning and restructuring engagements. In this capacity he has assisted clients in reducing state and local income, franchise, sales, use, excise, severance, and payroll taxes. Mr. McCoy is also a noted speaker on state and local tax topics having presented at the following Symposia and Organizations: Tax Executives Institute (TEI), the American Petroleum Institute (API), the Federation of Tax Administrators (FTA),the Georgetown University Advanced State & Local Tax Institute, the Public Law Institute (PLI), the Council on State Taxation (COST), the J. Paul Hartman State & Local Tax Forum, the IPT Annual Conference, ABA/IPT Advanced Tax Seminars, the NYU Annual Institute on State & Local Taxation, and the New York City and Florida Bar Associations. Mr. McCoy was appointed an Adjunct Professor of Law at Georgetown University Law Center for the 2014-2015 academic year and was the recipient of the Distinguished Service Award for IPT in 2014. In 2019, he was elected as a member of the Board of Governors for IPT, and appointed to the Executive Committee of the ABA State & Local Tax Committee. Mr. McCoy received his bachelor’s degree in accounting from Oklahoma State University where he was awarded the Dean Raymond D. Thomas award as the outstanding graduate in the College of Business. He received his J.D. from the University Of Oklahoma College Of Law where he served as Editor of the Oklahoma Law Review.
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.
Morgan Scarboro, Manager
MultiState, Alexandria, VA
Morgan joined MultiState in 2018 and currently serves as Manager, Tax Policy and Economist. In her role, she focuses primarily on corporate income tax issues. Prior to this, she served as a policy analyst at the Tax Foundation’s Center for State Tax Policy for two years. Her research has been cited in national and state-based publications, including the Associated Press, CNN Money, NPR, and The Washington Post. She serves as a co-chair of the Women in Government Relations State Relations Task Force. She holds a Bachelor of Science in economics and a minor in political science from Georgia College & State University and is currently pursuing a Certificate in State & Local Taxation from Georgetown Law.
Neena Savage, Administrator
RI Division of Taxation
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.
Geoffrey Snyder, Commissioner
MA Department of Revenue
Commissioner Geoffrey Snyder is responsible for administering the tax, child support, and municipal finance laws of the Commonwealth of Massachusetts. Mr. Snyder has several decades of senior-level leadership experience in the financial industry and previously served as the Deputy Commissioner of Administrative Affairs and Acting Chief Financial Officer (CFO) at DOR from 2016 into 2019. In his role as Deputy Commissioner, Mr. Snyder provided oversight of finance, human resources, facilities management, the Office of Ethics and Employee Responsibility, internal audit, labor relations, and risk management functions. Mr. Snyder worked as the Director of Equity Sales at Wells Fargo, where he led the company’s Research Sales and Sales Trading operations across the United States and London. Previously, he was the Global Head of Institutional Sales at Bank of America Securities and the Deputy Head of U.S. Equity Sales at Citigroup Global Markets. Mr. Snyder has also served as an adjunct professor of finance at several post-secondary educational institutions, including Seton Hall University. Most recently, he was the Managing Director for a global executive search firm. Mr. Snyder holds a Master of Business Administration and a Bachelor of Science from Cornell University.
Lindsey M. Stepp, Commissioner
NH Department of Revenue Administration
Lindsey M. Stepp 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 and Assistant Commissioner prior to her current role as Commissioner. Lindsey began her career at Ernst & Young LLP as an International Tax and Transfer Pricing Consultant.
Christopher J. Sullivan, President & Shareholder
Rath, Young and Pignatelli, P.C. (Concord, NH)
Christopher J. Sullivan, Esq., is the President of Rath Young Pignatelli and serves on its Management Committee. Chris’ practice focuses on multi-state taxation representing clients in forums ranging from administrative agencies and court rooms to the Legislature. Chris represents corporate clients in tax matters before the New Hampshire Department of Revenue Administration, the Massachusetts Department of Revenue, and the Vermont Department of Taxes, and advises companies on multi-state matters involving states across the country. His representation includes creating value for clients during the audit, assessment and refund process for in-state and multi-state companies as well as representing corporate clients in economic development efforts choosing to locate jobs and business in the Granite State. He has devoted substantial time to nexus, apportionment and reasonable compensation issues, combined reporting issues, and the treatment of foreign source income. While other states are only recently considering or adopting combination, New Hampshire has utilized unitary combination since 1986. He works on matters involving the New Hampshire Business Enterprise Tax, Business Profits Tax, the Real Estate Transfer Tax, Interest and Dividends Tax, the Meals and Rentals Tax and Real Property Tax. He regularly advises companies regarding voluntary disclosure agreements, particularly due to accounting reserve standards FIN 48 and increased jurisdictional aggressiveness in the multi-state arena. Chris has been consistently recognized by Best Lawyers in America and in 2019 was named Lawyer of the Year, Tax Law. Chris is a nationally-recognized speaker on state tax issues. He writes articles for State Tax Notes and regular updates for the Council on State Taxation and teaches frequently on New England Tax issues. In 2016, Chris was featured in State Tax Today’s Spotlight. Chris was a founder and serves as the Treasurer of the New England State and Local Tax Forum, which expands education on multistate tax issues for New England companies and practitioners. Chris also serves on the Board of Trustees of the NYU Institute on State and Local Taxation. Appointed by the Senate President, he served on New Hampshire’s Study Commission on Apportionment on potential business tax reform and New Hampshire’s competitive position compared to other states. Chris is an honors graduate of Harvard College and Georgetown University Law Center.
Alex Weber, General Counsel
Maine Revenue Services
Alex currently serves as General Counsel for the State of Maine, Maine Revenue Services. Alex first started his career in private practice in Seattle, Washington representing business with state and local tax matters at KPMG and later at the law firm K&L Gates. In 2017, Alex moved back to New England where he has since served with Maine Revenue Services. Alex is a graduate of the University of Hawaii (BA), American University (JD), and the University of Washington (LLM in Tax). Alex currently resides outside of Portland, Maine.
Steven Wlodychak, Principal
Ernst & Young (Washington, DC)
Steven Wlodychak is a principal in Ernst & Young LLP’s Indirect (State and Local) Tax practice in Washington, DC. Steve is a member of its National Tax Department, is a leader of its state and local transactions practice and serves as the state and local leader of EY’s Americas Tax Policy. He specializes in the state and local tax aspects of business transactions including not only advising on the state and local income tax consequences of transactions but also the effects of other indirect taxes, such as sales and use, property and employment taxes on business combinations. He has assisted in the structuring and due diligence investigations of numerous transactions both for private equity and strategic investors and has addressed state and local tax considerations in all 50 states and on well over 900 different transactions. Steve previously served in EY’s Los Angeles and New York offices, was a state and local tax attorney for one of America’s largest insurance companies, an associate attorney with a major regional law firm and worked in state government in New Jersey, including for the Governor of the state. He has published extensively on various aspects of state and local taxation, most recently as the co-author with Bruce Ely, Esq. of Bloomberg Tax’s Pass-through Entity Tax Navigator, an electronically based resource that provides coverage of the state taxation of partnerships, S corporations and other pass-through entities. Steve and Bruce were honored by being named “2017 authors of the year” by Bloomberg Tax. A frequent speaker, Steve hosts EY’s popular quarterly State and Local Tax webcasts and has led seminars on state and local tax matters throughout the US on a wide range of state and local tax topics. He has also been a guest lecturer on state taxation at the LL.M. in taxation programs at Georgetown University’s School of Law in Washington, DC. In 2018, he was honored with the first lifetime achievement award from EY as “Tax Educator of the Year.” Steve received a B.S.F.S. degree (cum laude) from Georgetown University’s School of Foreign Service, a J.D. (cum laude) from Seton Hall University’s School of Law (where he was an associate editor of the law review), and an LL.M. (Taxation) from New York University. Steve is a member of the ABA, the New York Bar Association, the District of Columbia Bar and the New Jersey Bar.