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Council On State Taxation (COST)

2015 Property Tax Workshop

Matthew G. Ahrens

Vice President Property/Sales Host Hotels & Resorts Bethesda, MD (240) 744-5357

matthew.ahrens@hosthotels.com

Gerard N. Amoroso, Jr. (Speaker)

Manager - Property Tax General Electric Company Humble, TX (404) 660-8897 gerard.amoroso@ge.com Alan Annis Director of Taxes BNSF Railway Company Fort Worth, TX (817) 352-3418 alan.annis@bnsf.com

Lynne Ashton (Speaker)

Managing Director, Client Services Rethink Solutions

Toronto, ON (416) 224-8354

lashton@rethinksolutions.com

Teri Williams Ashworth

Senior Director of Tax Sonic Corp & Subsidiaries Oklahoma City, OK (405) 225-5514

teri.ashworth@sonicdrivein.com

Benjamin Asor-Bortsi

Manager - Fixed Assets BAE Systems

Rockville, MD (301) 738-4847

benjamin.asor-bortsi@baesystems.com

John C. Balboa

Senior Tax Manager Raytheon Company Dallas, TX (972) 344-9424

jcbalboa@raytheon.com

Bryant Barber

Tax Manager - Property Tax McKesson Corporation Carrollton, TX (972) 360-1109 Bryant.Barber@McKesson.com Sheryl Bennett-Holland Property Tax

Starbucks Coffee Company Seattle, WA

(206 )318-5161

shbennet@starbucks.com

Diane Beuchert

State & Local Tax and Advisory Altus Group US, Inc.

Sparks, MD (410) 568-0800

diane.beuchert@altusgroup.com

Amisha Bhakta

United Parcel Service Coppell, TX

(972) 304-3186 abhakta@ups.com

Dwayne Bolling

Manager, Finance ConAgra Foods, Inc. Omaha, NE

(402) 240-8632

(2)

Patrick Broome (Speaker)

Director

Altus Group US, Inc. Sparks, MD

(410) 568-0765

patrick.broome@altusgroup.com

Jenner Bryson

Transaction Tax Compliance Manager Commercial Metals Company

Irving, TX (972) 409-4723

jenner.bryson@cmc.com

Ben Buckles (Speaker)

Senior Tax Manager Crowe Horwath LLP South Bend, IN (574) 246-4477

ben.buckles@crowehorwath.com

John Burns

Property Tax Manager J.C. Penney Company, Inc. Dallas, TX

(972) 431-2512 jburns22@jcp.com

Jennifer Campbell

Senior Transaction Tax Account Commercial Metals Company Irving, TX

(972) 308-4621

jennifer.campbell@cmc.com

Ryan M. Chance

Hillwood Development Company, LLC Fort Worth, TX (817) 224-6336 ryan.chance@hillwood.com Diana Charbonneau Sr. Tax Analyst Novartis Corporation Fort Worth, TX 817-317-8708 diana.charbonneau@novartis.com

David J. Chitlik (Speaker)

Senior Director, Property Tax Marriott International, Inc. Bethesda, MD

(301) 380-7241

David.Chitlik@marriott.com

Jeremy Chitlik (Speaker)

Senior Manager Altus Group US, Inc. Sparks, MD

(703) 852-1183

jeremy.chitlik@altusgroup.com

Mirta Clements

Property Tax Analyst

General Motors Financial Company Inc. Fort Worth, TX

(817) 302-7583

mirta.clements@gmfinancial.com

Christopher G. Cothran

Tax Manager NextEra Energy, Inc. Juno Beach, FL (561) 694-6473

christopher.cothran@nexteraenergy.com

Todd Crabtree

Property Tax Project Manager The Boeing Company

Saint Louis, MO (314) 232-8163

robert.t.crabtree@boeing.com

Elizabeth Creager

Executive Director - Tax AT&T San Antonio, TX (210) 474-7700 ec4671@att.com Holly Culpepper Financial Accountant Chipotle Mexican Grill, Inc. Columbus, OH

(614) 318-2443

(3)

Andrew Davis (Speaker)

Senior Manager, National Property Tax Ernst & Young LLP

Phoenix, AZ (602) 322-3807 andrew.davis@ey.com

Dorothy Delamater

Property Tax Assistant

Texas Instruments Incorporated Dallas, TX

(214) 479-1008 d-delamater@ti.com

Carl DiNicola

Partner

Ernst & Young LLP Irvine, CA (949) 437-0263 carl.dinicola@ey.com Andrea L. Douglas Marketing Manager Popp Hutcheson PLLC Austin, TX (512) 664-7678 andrea.douglas@property-tax.com

Charles W. Drury, Jr. (Speaker)

Vice President & Chief Operating Officer Council On State Taxation

Washington, DC (202) 484-5214 cdrury@cost.org

Thomas T. Dubel, Jr. (Speaker)

Director

Altus Group US, Inc. Sparks, MD

(410) 785-3551

tom.dubel@altusgroup.com

Brigit Dubois

Property Tax Manager Amazon.Com

Seattle, WA (206) 922-1869 brigitd@amazon.com

Garon Matthew Evans

Senior Tax Accountant McKesson Corporation Carrollton, TX (972) 446-4940

garon.evans@mckesson.com

Susan A. Feeney, Esq. (Speaker)

Partner

McCarter & English, LLP Newark, NJ

(973) 639-2087 sfeeney@mccarter.com

Dana Fontenot

Property Tax Analyst Brinker International, Inc. Dallas, TX

(972) 770-9620

dana.fontenot@brinker.com

Rob Foster

Executive Vice President Property Tax Altus Group US, Inc.

Richardson, TX (214) 749-1310

Rob.foster@altusgroup.com

Jim L. Francis

Vice President Altus Group US, Inc. Sparks, MD

(410) 568-0751

jim.francis@altusgroup.com

Karl A. Frieden (Speaker)

Vice President, General Counsel Council On State Taxation Washington, DC

(202) 484-5215 kfrieden@cost.org

Thomas Patrick Gillman

Senior Analyst, PTVA

Wyndham Vacation Ownership Orlando, FL

(407) 626-3551

(4)

Carla G. Glass (Speaker)

Managing Director

Hill Schwartz Spilker Keller LLC Dallas, TX

(214) 741-5360 x103 cglass@hssk.com

Leslie Gleason

Senior Tax Accountant Dart Container Corporation Mason, MI

(517) 244-6404 leslie.gleason@dart.biz

Jim Golly

Manager - Personal Property Ta Best Buy Co., Inc.

Minneapolis, MN (612) 291-6435

jim.golly@bestbuy.com

Randall S. Goodman

Analyst, PTVA

Wyndham Vacation Ownership Orlando, FL

(407) 626-4799

randall.goodman@wyn.com

Wayne Hamilton

Senior Director Wal-Mart Stores, Inc. Bentonville, AR (479) 277-5265

wayne.hamilton@wal-mart.com

Marisa Hayes

Property Tax Supervisor

General Motors Financial Company Inc. Fort Worth, TX

(817) 302-7233

marisa.hayes@gmfinancial.com

Jim R. Hefner, Jr.

Manager - Taxes Essilor of America, Inc. Dallas, TX

(972) 764-1276

jrhefner@essilorusa.com

Todd Heinrichs (Speaker)

Senior Manager, Indirect Tax Ernst & Young LLP

Seattle, WA (206) 372-1608

todd.heinrichs@ey.com

Robert Henderson (Speaker)

National Director of Property Tax Ernst & Young LLP

Atlanta, GA (404) 874-8300

robert.henderson@ey.com

Sharon Hersh (Speaker)

Manager, Information Anbalysis and Security Texas Comptroller of Public Accounts Austin, TX

(512) 305-9816

Sharon.Hersh@cpa.texas.gov

Shakina Higgs

Senior Tax Accountant Zale Corporation Irving, TX (972) 580-4661 shiggs@zalecorp.com

Shiann Hotopp

Indirect Tax Compliance Manager Expedia, Inc.

Bellevue, WA (425) 679-8727 shotopp@expedia.com

David M. Hugin (Speaker)

Principal Popp Hutcheson PLLC Austin, TX (512) 473-2661 david.hugin@property-tax.com David G. Hurrell

Executive Director, Property Tax Services Ernst & Young LLP

Cleveland, OH (216) 970-0444 David.Hurrell@ey.com

(5)

Mark S. Hutcheson (Speaker) Managing Partner Popp Hutcheson PLLC Austin, TX (512) 473-2661 mark@property-tax.com Steven Ingram

Senior Tax Analyst CenturyLink Monroe, LA

(318) 330-6342, ext. 6342 steven.ingram@centurylink.com

Donald Jackson (Speaker)

Director, Practice Development

DuCharme, McMillen & Associates, Inc. Phoenix, AZ

(800) 309-2110, Ext. 2540 djackson@dmainc.com

Robert Jacoby

Senior Manager Real Estate Tax Target Corporation

Minneapolis, MN (612) 761-9208

robert.jacoby@target.com

Damian Johnson

Property Tax Administrator Rent-A-Center, Inc. Plano, TX (972) 801-1330 damian.johnson@rentacenter.com Carrie Justice Tax Manager Aimbridge Hospitality Plano, TX (214) 295-3561 carrie.justice@aimhosp.com Brian E. Kanouse Tax Manager Crowe Horwath LLP South Bend, IN (574) 235-6855 brian.kanouse@crowehorwath.com

Mordechai Katzman (Speaker)

President

Rethink Solutions Toronto, ON

(416) 224-8354, ext. 2771 mkatzman@rethinksolutions.com

Sam C. Kinslow (Speaker)

Executive Director, Indirect Tax Ernst & Young LLP

Houston, TX (713) 750-8607 sam.kinslow@ey.com

David Kleyer

Senior Property Tax Manager J.C. Penney Company, Inc. Dallas, TX

(972) 431-2608

dkleyer@jcpenney.com

Ted N. Kolman (Speaker)

Director - SALT Grant Thornton LLP Schaumburg, IL (847) 558-5704 ted.kolman@us.gt.com Tim Kotrla

Director of State Tax

Commercial Metals Company Irving, TX

(972) 308-4479

timothy.kotrla@cmc.com

Christy Krinn

Senior Tax Accountant Alliance Data Columbus, OH (614) 729-4810 christy.krinn@alliancedata.com AnnaLisa Lawson Senior Analyst

International Game Technology Reno, NV

(775) 448-2585

(6)

Henry Lewis Tax Accountant IHeartMedia, Inc. San Antonio, TX (210) 832-3394 henrylewis@iheartmedia.com

Douglas L. Lindholm (Speaker)

President & Executive Director Council On State Taxation Washington, DC

(202) 484-5212 DLindholm@cost.org

Selena G. Longway (Speaker)

Director

Altus Group US, Inc. Sparks, MD

(410) 568-0772

selena.longway@altusgroup.com

Steven R. Loveless

Director - Sales, Use & Proper International Paper Company Memphis, TN

(901) 419-4707

steven.loveless@ipaper.com

Megan K. Lusby

Director

Altus Group US, Inc. Sparks, MD

(410) 568-0729

megan.lusby@altusgroup.com

Tami Maldonado

Senior Property Tax Manager McKesson Corporation Carrollton, TX (972) 219-4272

tamalyn.maldonado@mckesson.com

Robert McClain

Indirect Tax Accounting, Supve Dr. Pepper Snapple Group Plano, TX

(972) 673-3438

robert.mcclain@dpsg.com

Kathi McCoy

Sales and Property Tax Manager Texas Instruments Incorporated Dallas, TX

(214) 567-3459 k-mccoy@ti.com

Wilagene McElhenney

Property Tax Manager Helmerich & Payne, Inc. Tulsa, OK

(918) 588-5837

Wilagene.mcelhenney@hpinc.com

Laurie McGee Kowalski (Speaker)

Senior Manager, Indirect Tax Ernst & Young LLP

Detroit, MI (313) 628-7425

laurie.mcgeekowalski@ey.com

Von W. Moody, III (Speaker)

Senior Manager Ryan, LLC Denver, NC (704) 489-9551 von.moody@ryan.com Carlette D. Moore Tax Counsel

Exxon Mobil Corporation Houston, TX

(832) 624-6807

carlette.d.moore@exxonmobil.com

Jeffrey S. Moore (Speaker)

Senior Director, Manufacturing Services Ryan, LLC

Austin, TX (512) 691-7818 jeff.moore@ryan.com

Meredith Morgan

Senior Transaction Tax Analyst Pier 1 Imports, Inc.

Fort Worth, TX (817) 252-6036

(7)

Robert A. Morgan

Assistant Director Tax

Union Pacific Railroad Company Omaha, NE

(402) 544-4872 ramorgan@up.com

Michael J. Mupo (Speaker)

Director Verizon Communications Basking Ridge, NJ (908) 559-5638 michael.mupo@verizon.com John A. Murphy Principal Popp Hutcheson PLLC Austin, TX (512) 473-2661 john.murphy@property-tax.com Kelli P. Murphy

State Tax Counsel Ford Motor Company Dearborn, MI (313) 323-2067 kmurph61@ford.com

Fredrick J. Nicely (Speaker)

Senior Tax Counsel Council On State Taxation Washington, DC

(202) 484-5213 fnicely@cost.org

Ken Nolan (Speaker)

Chief Appaiser

Dallas Central Appraisal District Dallas, TX

(214) 631-0520

Jesse Noneman (Speaker)

Director of Property Tax

DuCharme, McMillen & Associates, Inc. Fort Wayne, IN

(800) 309-2110

jnoneman@dmainc.com

Greg Odell (Speaker)

Principal Ryan, LLC Dallas, TX (972) 934-0022 greg.odell@ryan.com P.J. Olzen (Speaker) Principal Grant Thornton LLP Schaumburg, IL (847) 558-5679 P.J.Olzen@us.gt.com

John Opferman (Speaker)

Director, Property Tax Grant Thornton LLP Los Angeles, CA (213) 596-3500

John.Opferman@US.GT.COM

Catherine P. Oryl (Speaker)

Staff Attorney

Council On State Taxation Washington, DC

(202) 484-5224 coryl@cost.org

Ines Peeples

Supervisor - Property Tax Zale Corporation

Irving, TX (972) 580-4304

ipeeples@zalecorp.com

Arturo Perez (Speaker)

Program Principal

NCSL Fiscal Affairs Program Denver, CO

(303) 856-1493 arturo.perez@ncsl.org

Amy Petit

Tax Analyst

Helmerich & Payne, Inc. Tulsa, OK

(918) 742-5531 amy.petit@hpidc.com

(8)

Michael Pollock

Financial Accountant Chipotle Mexican Grill, Inc. Columbus, OH

(614) 318-2428

mpollock@chipotle.com

James Popp (Speaker)

Attorney/Partner Popp Hutcheson PLLC Austin, TX

(512) 473-2661

james@property-tax.com

Charles D. Ray (Speaker)

Partner

McCarter & English, LLP Hartford, CT

(860) 275-6774 cray@mccarter.com

Diane Redford

State & Local Tax Accountant Huhtamaki Americas, Inc. De Soto, KS

(913) 583-8727

diane.redford@us.huhtamaki.com

Heather Reichardt

Marriott International, Inc. Bethesda, MD

(301) 380-7767

heather.reichardt@marriott.com

Adam Richmond (Speaker)

Member

Preferred Tax Services Atlanta, GA

(678) 704-2645

adam@preferredtaxservices.com

Barbara Ricken (Speaker)

Manager

Grant Thornton LLP Chicago, IL (312) 602-8282 barb.ricken@us.gt.com

Nancy Riedel (Speaker)

Director - State Tax Policy Verizon Wireless

Greenwood Village, CO (303) 694-5558

Nancy.Riedel@VerizonWireless.com

Nancy Rivera

Sr. Property Tax Accountant McKesson Corporation Carrollton, TX (972) 219-4200

nancy.rivera@mckesson.com

Michael Rodgers

Transaction Tax Manager Rent-A-Center, Inc. Plano, TX (972) 801-1813 michael.rodgers@rentacenter.com Kristi Rogers Tax Manager Copart, Inc. Dallas, TX (972) 391-5114 kristi.rogers@copart.com

C. Stephen Rosander (Speaker)

Programs Director

Council On State Taxation Washington, DC (202) 484-5223 srosander@cost.org Richard A. Rose Tax Director FMR LLC Westlake, TX (817) 474-8074 richard.rose@fmr.com

Judith Ross (Speaker)

Director Ryan, LLC Atlanta, GA (404) 365-0922 judith.ross@ryan.com

(9)

Matt T. Sakac

Manager, PTVA

Wyndham Vacation Ownership Orlando, FL

(407) 626-4467 matt.sakac@wyn.com

Paul Sanderson (Speaker)

President

International Property Tax Institute Bedford, UK

(44) 1234 363130 psanderson@ipti.org

William R. Schleusner

Sales & Property Tax Director Texas Instruments Incorporated Dallas, TX (214) 479-1020 b-schleusner@ti.com Brandi Schwartz Tax Analyst Aimbridge Hospitality Plano, TX (972) 265-8238 brandi.schwartz@aimhosp.com

Michael J. Shalley, Jr. (Speaker)

Principal Popp Hutcheson PLLC Austin, TX (512) 473-2661 michael.shalley@property-tax.com Travis W. Shaw MillerCoors LLC Milwaukee, WI (414) 931-6026 TRAVIS.SHAW@MILLERCOORS.COM Wayne Shul

Property Tax Manager Costco Wholesale Issaquah, WA (425) 313-2846 wshul@costco.com

Roy D. Sikes, IV

Property Tax Manager Xerox Corporation Dallas, TX 21548877985

roy.sikes@xerox.com

Erin Stache (Speaker)

Personal Property Tax Manager Kohl's Department Stores, Inc. Menomonee Falls, WI (262) 703-6212 erin.stache@kohls.com Darlene Sullivan Partner Popp Hutcheson PLLC Austin, TX (512) 473-2661 darlene.sullivan@property-tax.com Crystal Tang

Director of Transaction Taxes United Air Lines, Inc. Chicago, IL

(872) 825-8306

crystal.tang@united.com

Charles Terrell (Speaker)

Senior Director Property Tax Wal-Mart Stores, Inc. Bentonville, AR (479) 273-8410

charles.terrell@wal-mart.com

Christy Thurman

Senior Tax Accountant Georgia-Pacific LLC Atlanta, GA (404) 652-7116

Christy.thurman@gapac.com

Lauree A. Tranquillo

Senior Manager, Tax Compliance Penske Truck Leasing Co., L.P. Reading, PA

(610) 775-6483

(10)

Douglas J. Turner (Speaker)

Consultant

Preferred Tax Services Atlanta, GA

douglasjturner@gmail.com

Scott Tyler (Speaker)

Director

Altus Group US, Inc. Tampa, FL

(813) 927-5472

scott.tyler@altusgroup.com

Douglas W. Vanderhook

Vice President, Appraisal Department Binswanger

Lutz, FL (813) 949-3015

dvanderhook@binswanger.com

Aaron D. Vera

Property Tax Agent Exxon Mobil Corporation Houston, TX (713) 431-2734 aaron.d.vera@exxonmobil.com David Wang Manager Exelon Corporation Chicago, IL (312) 394-7410 david.wang@exeloncorp.com Joe Ward Manager

Acme Brick Company Fort Worth, TX (817) 390-2468 jward@brick.com

David A. Wechsler

Tax Attorney

Exxon Mobil Corporation Houston, TX

(832) 624-5117

david.a.wechsler@exxonmobil.com

Edward K. Wei

Senior Tax Analyst Amazon LLC Carrollton, TX (972) 590-0891

edwarwei@amazon.com

Cherie Welch

Sales, Use & Property Tax Manager Lincoln Financial Group

Greensboro, NC (336) 691-4095 cherie.welch@lfg.com

Chet Welch (Speaker)

Senior Tax Manager

DuCharme, McMillen & Associates, Inc. Phoenix, AZ

(480) 419-2556 cwelch@dmainc.com

Sylvia Wharton

Transaction Tax Manager Pier 1 Imports, Inc. Fort Worth, TX (817) 252-6050 slwharton@pier1.com

Debbie Wiederstein

Supervisor- Transactional Tax Sonic Corp & Subsidiaries Oklahoma City, OK (405) 225-5526

dwiederstein@sonicdrivein.com

David C. Wilkes (Speaker)

Global Consultant

Cushman & Wakefield, Inc. New York, NY (212) 841-7500 dwilkes@huffwilkes.com Marc Yoon Tax Accountant Raytheon Company Dallas, TX (972) 344-9658 marc.yoon@raytheon.com

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Daniel Zazzali (Speaker)

Partner

McCarter & English, LLP Newark, NJ

(973) 639-6944

(12)

All contents © 2015 Council On State Taxaton. All rights reserved. This Registraton List shall be used for individual, personal and confdental reference purposes only. This Registraton List may not, in whole or in part, be reproduced, copied, disseminated, entered into a computer database, used as part of or in connecton with a mailing list, or otherwise utlized, in any form or manner or by any means, except upon the express writen consent of COST or for the user 's individual, personal and confdental reference. Members and Practtoner Connecton subscribers are cautoned not to use this roster for promotng company products, as a mailing list, or for any other purpose without the express writen consent of COST. Violatons of this rule may result in suspension or terminaton of membership or subscripton.

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