Gregory Armstrong, Director

KPMG (Washington, DC)

Gregory T. Armstrong is a Director in the Practice, Procedure & Administration group of KPMG’s Washington National Tax practice. He joined the firm in 2019, after serving nearly a decade as an attorney with the IRS Office of Chief Counsel, including five years as a Senior Technician Reviewer in the Office of the Associate Chief Counsel (Procedure & Administration). Among his assignments was overseeing the IRS’s implementation of the new centralized partnership audit regime. Greg received his B.A. degree from the College of the Holy Cross and his J.D. and LL.M. degrees from Villanova University’s Charles Widger School of Law.  For more than 10 years, he has served as a Chapter Author and Supplement Co-Editor of the Saltzman & Book treatise IRS Practice & Procedure.

Jonathan Block, Partner

Pierce Atwood LLP (Portland, ME)

Jon Block represents and advises clients with Maine, New Hampshire, and Massachusetts tax problems. Jon litigates tax cases at the administrative level and through all levels of the court system, advises clients on transactional and multistate tax issues, obtains advance rulings for clients, and does a substantial amount of legislative and government relations work in the tax area. Jon’s substantive expertise in state and local tax encompasses corporate and individual income tax, business profits tax, sales and use tax, property tax, excise tax, transfer tax, and other state and local taxes. Jon also advises expanding and relocating companies on taking maximum advantage of available tax and economic development incentives. Jon’s client base includes large, medium and small businesses as well as individuals.

Craig Bolio, Acting Commissioner

Vermont Department of Taxes

Craig Bolio is currently serving as the Acting Commissioner at the Vermont Department of Taxes due to the departure of former Commissioner Kaj Samson in June of 2019. Mr. Bolio has worked for the Department since 2011, with much of his time with the Department spent leading the team that built myVTax, the Department’s online filing site. Mr. Bolio grew up in Vermont and is a graduate of the University of Vermont. He holds a bachelor’s degree in Political Science and Economics, and a master’s degree in Business Administration.

Matthew Dayton, Attorney

CT Department of Revenue Services (Hartford, CT)

Matthew Dayton is a tax attorney with the Connecticut Department of Revenue Services.  At the Department, Matt is responsible for legal matters relating to a variety of tax types, including the Corporation Business Tax and the recently-enacted Pass-Through Entity Tax.  Matt had extensive involvement in the Department’s implementation of the combined unitary reporting regime and market-based sourcing rules. Prior to joining the Department, Matt was a state and local tax consultant at Ernst & Young LLP.  Matt received a B.S. in management from Boston College and received a J.D. from the University of Connecticut School of Law.

Valerie Dickerson, Partner

Deloitte (Washington, DC)

Valerie is a Deloitte Tax Partner and Multistate practice leader for the Washington National Tax office. The WNT-Multistate practice provides technical advice, including formal opinions, with respect to the state income/franchise and indirect tax implications of significant transactions, controversies, and filing positions. In addition, Valerie serves as the competency leader for Deloitte Tax’s Multistate Tax Controversy Services and Multistate Jurisdictional Technical Leads, comprised of attorneys with significant tax litigation experience as well as former state tax administrators. She also serves as Lead Tax Partner of a Fortune top 30 company, and as the lead Multistate partner on several Fortune 500 companies. Valerie has advised or represented clients on issues including: state implications of federal tax reform provisions, substantial nexus and its state jurisdictional limits, filing methods, non-business income/expense, alternative apportionment, market-based sourcing, state tax treatment of foreign entities, intercompany debt, dividend treatment, stock/asset dispositions, expense disallowance, and constitutionality of statutes and regulations. Valerie advises across industries, including technology, media, health plans, life sciences, and retail. She has 25 years of experience and has been with Deloitte Tax for 18 years. Valerie received a J.D. from Georgia State University College of Law and BA in accounting from Emory University, Goizueta School of Business. She was admitted to the State Bar of California; U.S. District Court, Southern District of California; and is a member of the American Bar Association. Valerie is a CPA in California, Georgia, and Washington D.C., and a member of AICPA. She received the 2017 Benjamin F. Miller Award from the California State Bar Taxation Section for her contributions in state and local taxation.  Valerie chairs Deloitte’s National Multistate Symposium in collaboration with the Florida State Bar as well as the National Multistate Symposium – West. She serves on the Tax Section Committee of the California Chamber of Commerce, is an alternate board member of the California Taxpayers Association, and is an Advisor to and former Executive Committee member to the California Lawyers Association Tax Section (fmr. California State Bar).

John Fletcher, Partner

Jones Walker (Jackson, MS)

John Fletcher is a partner in the Tax and Estates Practice Group. John focuses his practice primarily on state tax matters, encompassing Mississippi and Louisiana, as well as multi-state income, franchise, sales and use, and local ad valorem taxes. John has more than twenty years’ experience in the legal, corporate, and accounting arenas. He is a contributor for Cooking with SALT, a legal blog committed to providing timely insights on recent legal and practical developments of concern to clients in many state and local taxing jurisdictions. Cooking with SALT focuses on matters involving income, franchise, net worth, gross receipts, sales/use, business and occupational license, severance, ad valorem property, and other miscellaneous taxes. John also assists his clients on a broad range of federal income tax issues and appeals. His practice also has included a wide variety of non-tax legal services such as legal entity formation and maintenance, business mergers and acquisitions, commercial real estate leasing, and general business contractual issues. Prior to joining Jones Walker, John was state tax counsel at General Electric Company (GE), where he oversaw many of the company’s state income and franchise tax audits and appeals across the country. These appeals covered a wide range of complex statutory and constitutional issues applicable to large multi-state and multi-national companies, and encompassed the company’s traditional industrial manufacturing operations, as well as the financial and media/entertainment industries related to the GE Capital and NBC/Universal businesses. He often assisted GE’s state and local tax planning group with major acquisitions and dispositions and provided legal support to its property tax team in appeals and litigation matters. While at GE, John also served as an adjunct professor at the Albany (NY) Law School, teaching state and local tax law. He regularly presents at national conferences on a wide range of state tax issues. Earlier in his career, John was a member of KPMG’s state and local tax practice in New York City while pursuing an LLM in taxation at New York University. He is a certified public accountant (inactive) in Tennessee and is active with the Mississippi Economic Council and Mississippi Manufacturer’s Association.

Susan Haffield, Partner

PwC (Minneapolis, MN)

Susan Haffield is a partner in the Minneapolis office of PwC.   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 Executive 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.

Christopher C. Harding, Commissioner

Massachusetts Department of Revenue

Christopher C. Harding serves as the Commissioner of the Department of Revenue for the Commonwealth of Massachusetts. Commissioner Harding is responsible for administering the tax, child support, and municipal finance laws of the Bay State. Formerly Executive Vice President of Sales, Marketing and Business Development for Mobiquity, Inc., a Massachusetts based professional services firm focused on providing Enterprise Digital Consulting services for Fortune 1000 organizations, Mr. Harding can be characterized as a serial entrepreneur having either founded or been a key leader in a series of early and growth stage technology based firms.

Helen Hecht, General Counsel

Multistate Tax Commission (Washington, DC)

Helen Hecht is General Counsel to the Multistate Tax Commission—the administrative body created by the Multistate Tax Compact in 1967 to promote uniformity and compatibility in state tax systems. Ms. Hecht has been with the MTC since July 2014. Prior to coming to the MTC, Ms. Hecht worked for almost five years as tax counsel for the Federation of Tax Administrators—the Washington, D.C. based membership organization for the state revenue agencies. Before joining the FTA, Ms. Hecht was of counsel to the law firm of Sutin, Thayer & Browne, PC, in Albuquerque, New Mexico, where she worked for six years, heading up that firm’s tax practice. Prior to that, Ms. Hecht was with KPMG, LLP, where she worked for eight years and was practice leader for the Albuquerque state and local tax group. Ms. Hecht began her career at the New Mexico Taxation and Revenue Department where she worked for over ten years—starting out as a tax collector and holding various positions including auditor, audit supervisor, audit manager and bureau chief. Ms. Hecht received her JD from the University of New Mexico Law School, graduating magna cum laude. She received bachelors and masters of accounting degrees from New Mexico State University. She is a certified public accountant, a member of the New Mexico bar and admitted before the United States Supreme Court.

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.

Scott D. Jackson, Commissioner

Connecticut Department of Revenue

Scott D. Jackson was first appointed Commissioner of the Department of Revenue Services (DRS) in June 2018, and was re-nominated to the position by Governor Ned Lamont in January 2019. At DRS, Commissioner Jackson has prioritized fair and equitable tax collection; excellent customer service and a robust online presence; and initiatives designed to increase levels of voluntary taxpayer compliance.

A graduate of Cornell University, Mr. Jackson was a member of U.S. Senator Joseph Lieberman’s staff in Hartford from 1993 to 2004, with a two-year gap in service during which he acted as Project Manager and Technical Director for the Connecticut Policy and Economic Council, an entrepreneurial non-profit dedicated to improving the delivery of government services. In 2004, he was appointed to manage the Town of Hamden’s Office of Housing and Neighborhood Development. In 2005, he was appointed Chief Administrative Officer for the Town of Hamden. Mr. Jackson was then elected Mayor of Hamden in 2009, leaving office in 2015 to become Undersecretary for Intergovernmental Policy at the State of Connecticut’s Office of Policy and Management. In February 2016, he was appointed Commissioner of the Department of Labor by Governor Dannel P. Malloy.

In 2012, he served as chairman of the Governor’s Sandy Hook Advisory Commission, which followed prior service on statewide panels relating to storm response and proposed changes to the State’s technical high school system. In addition to DRS Commissioner, Commissioner Jackson currently serves as Chair of the Connecticut Retirement Security Authority Board of Directors and is a member of the state’s Municipal Accountability Review Board.

Lindsay M. LaCava, Partner

Baker & McKenzie LLP (New York, NY)

Lindsay M. LaCava is a partner in the law firm of Baker & McKenzie LLP and is based in the firm’s New York office where she focuses her practice on state and local tax. Lindsay assists businesses and individuals with state and local tax planning and litigation matters.  In the controversy area, Lindsay represents clients at all stages of state and local tax disputes throughout the country, including the audit, administrative appeal, state trial, appellate and supreme court stages.  In the transactional planning and consulting area, Lindsay advises clients with respect to the state and local business activity tax, sales and use tax, transfer tax, and personal income tax consequences of various transactions and activities. Lindsay was ranked as an “Up and Coming” lawyer by Chambers in 2019, recognized in the Legal 500 U.S. tax rankings in 2016, named a “Rising Star” in Tax Law in 2015 by Law360, and has been selected by Super Lawyers as a New York-Metro “Rising Star” for Tax since 2013.  Lindsay speaks on a variety of state tax topics at events around the country and frequently writes about state and local tax issues.  She is also a member of the Connecticut Bar Association Tax Section’s Executive Committee, a member of the New York Bar Association’s New York Tax Committee, and the American Bar Association Tax Section’s State and Local Tax Committee. Prior to joining Baker & McKenzie LLP, Lindsay was a partner in the state and local tax group of an international law firm.  In addition, she previously worked at a regional law firm in Connecticut, where she advised individual and corporate clients regarding state and local, federal and international tax consequences of various business transactions and represented taxpayers in all aspects of federal and state tax controversy matters.   She also worked at a Big Four accounting firm in Connecticut where her practice focused entirely on state and local tax. Lindsay is admitted to practice in Connecticut, New York, the United States Tax Court, and the United States Supreme Court and is also a certified public accountant.  Lindsay received her LL.M. in Taxation from New York University School of Law, her J.D. from Quinnipiac University School of Law, and her B.S. in Business Administration with a major in accounting from the University of Connecticut.

John R. Lewandowski, Deputy Director

Maine Revenue Service

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 MRS 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.

Kathryn H. Michaelis, Shareholder

Rath, Young and Pignatelli, P.C. (Concord, NH)

Kathryn is a shareholder at Rath, Young and Pignatelli, P.C. and a member of the firm’s Tax Practice Group, where she concentrates her practice in assisting clients with state and local tax matters.  Kathryn’s practice focuses primarily on representation of Fortune 500 companies on matters before the New Hampshire Department of Revenue Administration, the Massachusetts Department of Revenue, and the Vermont Department of Taxes.  Kathryn has approximately 20 years of experience in state and local taxation.  Prior to joining RYP in 2007, she was with the state and local tax practice of PricewaterhouseCoopers, LLP in its Chicago office, as well as serving as Special Assistant Attorney General for the Income Tax Litigation Unit of the Illinois Department of Revenue.  Included in Best Lawyers in America in the area of tax law and tax litigation, Kathryn is a regular speaker and author on state tax topics in New England, including audits and appeals relating to federal conformity issues, pass through entity issues, foreign dividends, transfer pricing, combined entity reporting, apportionment and transactional taxes.  Kathryn is presently the Vice-President of the New England State and Local Tax Forum, and serves as co-contributor for the New Hampshire and Vermont state tax developments for COST in Washington, D.C.  Kathryn was formerly a member of the Vermont Tax Advisory Board appointed by the Commissioner of Taxes to represent business interests.

Faranak Naghavi, Partner

Ernst & Young LLP (Washington, DC)

Faranak is a Partner in the America’s Indirect Tax and Tax, Technology and Transformation practices. Faranak focuses on providing US Indirect Tax advisory and global systems implementation and improvement services. She has more than 25 years of experience assisting companies with their indirect tax operational, processes, compliance, and controversy issues. 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. In addition to advising clients with multistate tax planning and restructuring, she has extensive experience assisting clients with FAS 5/ASC 450 risk assessment and quantification, multistate refund studies, voluntary disclosure projects, managed compliance agreements, review and handling of audits, nexus and taxability determination projects, due diligence reviews, and process improvement projects.  Faranak has extensive experience assisting companies in the manufacturing, retail, technology, communications and health care industries. Faranak has been an active member and past Chair of the AICPA State and Local Tax Resource Panel. She has also been actively participating 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. Faranak serves on the advisory boards of Paul J. Hartman State Tax Forum and Georgetown University Institute on State and Local Taxation. Faranak is an active member of the Institute for Professionals in Taxation and past member of Board of Governors.

Robert Ozmun, Partner

PricewaterhouseCoopers (Boston, MA)

Robert is a partner in the Boston office State and Local Tax practice of PwC. In his 25 years of public accounting experience, he has specialized in assisting his clients with corporate realignments that reduce the overall state tax cost for large multinational organizations. Rob has significant experience helping his clients with state income/franchise tax refund reviews, compliance for large multinational corporations, audit resolution, and state tax provision services for his clients in the manufacturing, retail, utility, software/technology and service-based industries.

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.

Neena Savage, Administrator

Rhode Island 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.

Leanne Scott, Senior Manager

Baker Newman Noyes (Boston, MA)

Leanne is a senior manager in the firm’s Boston tax practice, specializing in the state and local taxation of businesses and individuals. She works with multiple areas of state and local taxation, including income, franchise, and gross receipts taxes, sales and use tax, premium tax, and other tax types. Leanne’s experience includes tax consulting, multi-state tax planning, tax controversies, credits and incentives, and return preparation and review.

Prior to joining the firm in 2018, Leanne previously served as the director of state and local taxes for a Boston-based financial services and insurance company. She also spent fifteen years with various public accounting firms.

In addition to serving clients, Leanne is a frequent author and speaker. She has also regularly conducted internal trainings for colleagues on a variety of state and local tax topics.

Leanne earned a bachelor’s degree, cum laude, in history from Louisiana State University. She then earned a juris doctor from Emory University School of Law and, later, a LL.M. in taxation from Boston University School of Law.

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.

Margaret Wilson, Partner

Wilson Law Group LLC (Princeton, NJ)

Margaret Wilson is a founding partner of Wilson Law Group LLC, resident in its central New Jersey office. Ms. Wilson is admitted to the bars of New Jersey, New York and Pennsylvania. Ms. Wilson’s practice focuses on state and local taxation, including state and local tax controversies, multistate tax planning, and the state and local tax aspects of reorganizations and M&A. She has previously been a partner with two other national law firms and Associate General Counsel for Verizon Communications in charge of state and local taxation. Ms. Wilson frequently lectures and writes on state and local taxation topics, with articles in publications including the ABA State and Local Tax Lawyer, the ABA Tax Lawyer, State Tax Notes, the Journal of Multistate Taxation, and the T.E.I. Tax Executive. She also authors the Corporation Business Tax and Sales and Use Tax chapters of the New Jersey Tax Handbook (American Lawyer Media). Ms. Wilson received her J.D. with honors from the University of Michigan Law School in 1994, her LL.M. in Taxation from New York University School of Law in 2002, and her B.A. with honors from the University of Michigan in 1991. Ms. Wilson served as a Commissioner on the Board of Taxation for Somerset County, New Jersey from 2006 to 2010. She previously served on the Board of Governors of the Institute for Professionals in Taxation, as a Vice Chair of the American Bar Association State and Local Tax Committee, and as the Chair of the Taxation Section of the New Jersey State Bar Association. Ms. Wilson served as President of the Institute for Professionals in Taxation for the 2015 – 2016 term.