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.
Commissioner Beardmore received his Master of Public Administration degree from the University of Massachusetts, Amherst, after receiving his B.A. from the University of New Hampshire. Commissioner Beardmore served as Director of Administration at the Department of Safety and has held a variety of budgetrelated positions across New Hampshire state government, including Budget Director under Governor John Lynch from 2010 to 2012, and multiple positions at the General Court’s Office of Legislative Budget Assistant. Commissioner Beardmore also serves as trustee for the New Hampshire Retirement System, the State’s public employee pension system.
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.
Maria Eberle is a partner in Baker & McKenzie’s State and Local Tax Group in the New York office who advises multinational companies on a full range of state and local tax matters, including tax controversy and litigation. Before joining Baker & McKenzie, Maria was a partner at an international law firm where she concentrated on state and local tax matters. In addition, she was previously a Manager of Multistate Tax Services at a “Big Four” accounting firm where she advised individual and corporate clients on a variety of state and local tax issues. Maria has also served as an adjunct professor of law at Quinnipiac University School of Law where she taught a course on state and local tax.
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 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.
Commissioner Heffernan serves as the Commissioner of the Department of Revenue for the Commonwealth of Massachusetts. Heffernan spent nearly two decades at Citigroup and Salomon Brothers as a managing director. He co-founded the tech startup Mobiquity in 2011, and previously worked with NatWest Markets and EF Hutton & Co. Following his candidacy for Massachusetts state treasurer in 2014, Heffernan served on Governor Charlie Baker’s transition team and the boards of MassPRIM and the MBTA Retirement fund. Heffernan holds a bachelor’s degree in economics from Georgetown University, an MBA from New York University, and an MPA from Harvard’s Kennedy School.
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.
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 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.
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.
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.
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.
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.
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.