Dbriefs U: Presenters
Learn more about a host or presenter by selecting their name.
Accountant, United States Congress, Joint Committee on Taxation and Associate Professor of Accounting, Marriott School, Brigham Young University
John Barrick is an author on a brand new series of tax textbooks, Taxation of Individual and Business Entities, published by McGraw Hill. He teaches taxation in the graduate and undergraduate programs at Brigham Young University.
John received both B.S. and M.Acc. (tax emphasis) degrees from Brigham University before working as a tax consultant for Price Waterhouse (now PricewaterhouseCoopers). After his professional work experience, John earned his Ph.D. at the University of Nebraska at Lincoln. He is a licensed CPA.
John was the 1998 recipient of the American Accounting Association, Accounting, Behavior, and Organization Section's Outstanding Dissertation Award. John researches issues relating to professional tax judgment and tax information search. His research has been published in such journals as Organizational Behavior and Human Decision Processes, Contemporary Accounting Research, and the Journal of the American Taxation Association.
John is originally from Eagle River, Alaska. His hobbies include mountaineering, fly-fishing, cycling, and river rafting.
Manager, Deloitte Tax LLP
Brandon Bingham joined Deloitte Tax LLP in Dallas, Texas after graduating from Georgetown law school in 2003. He felt that an accounting firm would provide better opportunities to develop tax consulting skills than a law firm. Since joining the organization, Brandon has been focused on advising U.S. based multinational corporations with cash repatriation and foreign tax credit planning opportunities.
Brandon was inspired to enter the tax profession by Dr. Robert Ricketts at Texas Tech University. Prior to taking Dr. Ricketts' corporate tax class, Brandon thought tax was the most boring subject he had ever taken and fully expected to become a criminal defense attorney.
Brandon says that helping clients deal with complex tax issues is the most fulfilling part of his career choice. He has been involved in several cash repatriation and foreign tax credit planning projects and is currently assisting a multinational corporation re-develop their Asia Pacific operational structure.
Brandon graduated with a BBA in accounting from Texas Tech University in 1998. He then went on to complete a law degree at St. Mary's Law School in San Antonio, Texas in 2001 and his Master of Laws (LL.M) in Taxation from Georgetown University Law School in 2003.
Brandon's strongest college memory is watching Zach Thomas intercept a pass and run the ball back for the winning touchdown against Texas A&M. Outside of work, he enjoys NHRA drag racing - he and his father take a trip each year to a different NRHA event.
Partner, Deloitte Tax LLP
Linda Bonelli is a partner in Deloitte's national state tax practice. Her focus is on state tax planning that includes corporate restructuring and negotiating credits and incentives. Linda has recently just accepted a new role as the partner-in-charge of the Midwest credits and incentives practice.
Linda was first introduced to state and local taxation at The Quaker Oats Company. She interned in the tax department during college, working with corporate state tax fillings, audits, and special projects. After graduation, Linda entered public accounting in the state and local tax group and has continued her career in the area. She viewed state and local tax as the perfect combination of the technical and negotiating portions of a tax practice with the business aspects of a financial accounting practice.
Helping her clients, who include Fortune 100 companies as well as start-ups, manage their prospective state taxes is the most fulfilling aspect of Linda's career in tax. She has restructured numerous companies, which involves not only tax but dealing with various functional areas within an organization. She has also negotiated incentives at both the state and local levels, including one project which has required she travel to 49, soon to be 50, states with a client to assist with site selection and negotiations for local and state assistance for the client's new facilities.
Linda is a graduate of DePaul University business school, College of Commerce. She is a CPA and is active in a number of state and local societies and tax groups. As a true Chicagoan, Linda is an avid Bears fan. She spends most of her free time on weekends working on improving her golf game in the hopes of one day beating her son and husband.
Director, Deloitte Tax LLP
Bob Brazzil is a firm director with the Washington National Tax office of Deloitte Tax LLP specializing in federal tax controversy services. He has over 35 years of experience with the Internal Revenue Service where he held a number of senior executive positions.
Bob was hired by the IRS when he was 19 and a college sophomore as part of a "whiz kid" program which eventually led to a formal coop program designed to attract promising future accountants to government jobs. He was given an abbreviated tax course normally provided to new revenue agents, building pass, and a letter of introduction from the District Director, and was sent out to do field audits of small schedule C businesses, mostly ma/pa shops. By the time he graduated from college, he had 2 1/2 years of experience as a revenue agent. Since he was underage, he remembers having to use the rear entrance to audit taverns. 36 years later, Bob retired from a senior IRS national executive position, young enough to join Deloitte for his second career. Bob says, "While at the IRS I experienced it all, from underworld figures, dope dealers, and crooked politicians to fortune 500 companies and abusive tax shelters."
Bob's extensive experience at the IRS includes work in the IRS Examination Division, serving as Regional Program Manager for Large Case Examination as well as Coordinated Examination Program Examination Branch Chief in Chicago. As a director of the large and mid-sized businesses division (LMSB) at the IRS, Bob oversaw pre-filing, filing and post-filing program activities in the retail, food, pharmaceutical and health care businesses.
He was also deeply involved in the IRS modernization effort, the design and implementation of LMSB technical issue resolution processes, and the development of the IRS procedures and enforcement policies related to tax shelters.
Bob has an MBA from St. Louis University and a BS from the University of Missouri.
Partner, Deloitte Tax LLP
Jim Calzaretta has recently become a partner in the Washington National Tax practice, specializing in partnerships and S corporations (Passthroughs). He is the head of the S corporation practice as well. Jim formerly was a partner in the Chicago office specializing in Passthrough and private companies. In addition, he is the national competency leader for Passthroughs and part of Midwest tax leadership as the Tax Diversity Leader. He is also a chairperson of an AICPA taskforce on trust accounting income with responsibility for developing a practitioner's guide on this topic.
While completing his undergraduate degree in finance at the University of Illinois - Urbana Champaign, Jim took the intermediate accounting course as an elective. Accounting students often change majors after taking this course, but Jim liked it so much he dropped finance and began the accounting major! Next he took a course in auditing followed by individual taxes in which he earned an A. Since he hadn't understood anything he learned in auditing, Jim chose to pursue a career in tax. Fortunately, there were only two choices for him then - tax and audit - and he feels he made the right choice. Later, Jim completed a masters of science in taxation from DePaul University.
In addition to becoming a partner, Jim finds the most fulfilling aspect of his career thus far to be the opportunity to collaborate with so many smart and incredible people. He has met some of his very best friends at Deloitte.
When he's not on the job, Jim enjoys wasting money to play golf at some of the best courses throughout the country while never breaking 100. One of his fondest memories from college is when he and his dormmates used a Mr. Turtle pool to throw an indoor pool party during their freshman year.
Partner, Deloitte Tax LLP
Vickie is a partner in Deloitte's National FAS 109 competency group focusing on clients, innovation and external training. She is based in our Memphis office and serves as the lead tax partner on large multinational corporations headquartered in the Southeast. She is also a regional specialist in accounting for income taxes. In this role, she presents to various audiences across the Southeast, including external and internal groups.
Vickie began her career as a tax intern in the Oklahoma practice and started full-time after completing her undergraduate work. Vickie primarily selected tax as a more appealing alternative to audit. However, after obtaining her CPA she realized the value of having audit experience and the importance of an advanced tax degree to a tax profession. She obtained her master's in tax from the University of Tulsa while working full-time and sought opportunities to work in audit. She soon realized she wanted to pursue a long-term career in tax.
Early in Vickie's career the most challenging and rewarding engagements were those involving the financial aspect of income taxes. In 1992, she worked on a longer term engagement implementing FAS109 on a large multinational company. She consistently focused on all aspects of tax - compliance, consulting, planning, restructuring and tax controversy work. Though throughout her career, she has found ways to stay involved in tax accounting. Over the last 4-5 years, her expertise in tax accounting has become very valuable as companies have worked through ensuring internal controls and technical aspects of FAS109 are met.
Vickie holds a bachelor's degree in business administration, with a major in accounting, from Oklahoma State University. She has many fond memories from Oklahoma State and always remembers the reason she was there - to obtain her degree and pursue a career in accounting. She and her husband (also an OSU graduate) enjoy the many sports activities of their daughter and son which includes almost every sport - basketball, soccer, football, baseball and volleyball. Her family also enjoys OSU games (football and basketball), the beach, and amusement parks - particularly roller coasters!
Senior Manager, Deloitte Tax LLP
Patty Cornell is a senior manger in the lead tax services practice in Detroit. Patty joined Deloitte in January 1997 after completing her accounting degree from Walsh College. While in college, Patty decided that she wanted to work for Deloitte after some of her professors had told her about the great opportunities that Deloitte offered.
For the first few years at Deloitte, Patty worked on many different types of clients - corporate, partnerships, s-corporations and corporate executives. Currently, she specializes in closely-held corporations and partnerships, and is the leader of the Detroit Passthrough Competency Group. She is also very involved in other firm initiatives, serving on committees for WIN and Impact Day. She also serves on the Board of Directors for Matrix Human Services, which is a non-profit organization serving low-income individuals in Detroit.
Patty made the decision to go into tax after completing her two tax classes in college. She found that tax law was much more interesting than the audit classes she had taken. Prior to finishing her accounting degree, she had worked at various lawfirms where she was involved in client service and really enjoyed being able to help clients solve their issues.
The one thing that Patty finds most rewarding in her career is the ability to develop strong relationships with her clients. She works for many clients which are family owned businesses, where not only was she involved in their business tax planning, but also was very involved in the individual family members' tax planning.
Patty holds a bachelor's degree in accounting from Walsh College. She recently completed her master's degree in Taxation, also from Walsh College, in June of 2007. She is a certified public accountant licensed in the State of Michigan. She is the mother of two children, who are now both in college. In her spare time, she enjoys golf, gardening, traveling to new places, and walking her two dogs.
Director, Deloitte Tax LLP
Bill Dexter is a director in Deloitte Tax LLP's private client advisors practice in Chicago. His career in public accounting has been focused on serving ultra-wealthy individuals, family groups, family offices, and closely-held business owners on tax and financial matters.
Bill is recognized in the Chicago office and throughout the firm as a leader in tax compliance for private clients. He currently serves as the Midwest region's competency leader for Deloitte's individual income tax competency group. He frequently instructs local office training and at national training conferences. He has also taught as an adjunct professor in the master of science in taxation program at DePaul University.
After graduating from DePaul in 1978, Bill worked for a number of local firms including his own along with two partners. He joined Andersen in 1994 and upon its demise in 2002, he moved to Deloitte along with most of the Andersen Chicago tax practice. The most important factor in his move to Deloitte was being able to stay with the people he enjoyed working with.
When he entered college he initially majored in chemistry. However, he found he was not crazy about lab work since there was little social interaction. After taking an accounting course he found it easy and switched his major to accounting. While in college he also prepared tax returns for family, friends and coworkers. He found he greatly enjoyed tax work and helping others prepare their tax returns. He sat for and passed the CPA exam in his senior year and then entered public accounting. After two years, he decided to focus in taxation and went back to school for a master's degree in taxation.
Bill actually finds two very fulfilling aspects to his career. The first is being able to help clients and become their trusted business advisor. He works with a number of wealthy and ultra wealthy clients where he not only provides tax compliance but also provides tax planning. The second is working with staff, seniors and managers where he especially enjoys teaching them about technical tax concepts. He finds it very rewarding to be able help them learn many of the tax concepts that he has learned over the years. This also benefits him because as he likes to quote: If you want to learn something, teach it.
Bill's primary focus outside of work is seeing his four children complete college. In his remaining spare time he likes to do major home remodeling/improvement projects. He also likes riding and working on his recently purchased Harley-Davidson Dyna Low Rider. Bill received a bachelor's degree in accounting from DePaul University and he earned a master's degree in taxation from the Kellstadt Graduate School of Business at DePaul University.
Washington National Tax Principal, Deloitte Tax LLP
Elizabeth Drigotas is a principal in the Washington National Tax group, focusing on compensation. Her responsibilities include helping employers understand the tax consequences of compensation and benefits plans, and working on compensation issues related to business transactions.
Elizabeth's career in tax began somewhat by accident. After law school she planned to do litigation work in the health administration field, but soon realized she would prefer being part of the planning process instead of handling things when they haven't gone as planned. She was introduced to aspects of tax when she moved into employee compensation. Later, Elizabeth worked for the U.S. Treasury Department on compensation and benefits related regulation projects before joining Deloitte in 2003.
Elizabeth enjoys helping employers design compensation plans that meet their goals and deliver on expectations. Problem solving and creativity are needed to solve some of the complicated problems that come up in this area, making her work challenging and fulfilling.
Elizabeth holds a bachelor's degree in history from Bowdoin College in Maine, and a Juris Doctor from the University of North Carolina at Chapel Hill. She has two daughters, a fourth grader and a sixth grader. Outside of work, Elizabeth likes to spend time with her family and her dogs Zeke and Zeniba.
Chief of Staff, Merger and Acquisition Services, Deloitte Tax LLP
Mark Garay is Chief of Staff, Merger and Acquisition Services, Deloitte Tax LLP. In this role, Mark is responsible for, among other things, keeping the CEO of Deloitte Tax updated on the latest regulatory and legislative developments impacting the U.S. Mergers and Acquisitions Services practice, for which the CEO is also responsible. Before moving to his current role, Mark was the director of tax policy, responsible for keeping the firm's clients and his colleagues up to speed on current legislative and regulatory tax developments in Washington.
Just out of law school in 1991 and new to Washington, D.C., Mark got a job as a legislative assistant to U.S. Congresswoman, Nancy Pelosi, who is now Speaker of the House. It was interesting work and he learned a lot, but knowledge doesn't necessarily pay the mortgage. So a business contact, and a desire to pay his bills, brought him to Deloitte.
In college, Mark would have never imagined himself working for a large accounting firm, much less entering the tax profession. But while working in both the public and private sectors he began to appreciate the vital and exciting (yes, exciting) role that tax plays in both policy making and business planning. Sharing knowledge with his clients about what is really happening in Washington on tax issues is undoubtedly the most fulfilling aspect of Mark's career. Also, occasionally he is interviewed for network television which provides an ego boost and proves they'll let anybody appear on TV.
Mark received his law degree from the Boalt Hall School of Law, University of California at Berkeley, and graduated from the University of Texas at Austin with a bachelor of science in communications and a bachelor of arts in liberal arts, both with honors. For fun, Mark writes fiction and hopes to one day become a published novelist. Now all he has to do is finish the novel.
Senior Manager, Deloitte Tax LLP
Frank Garcia is senior manager with Deloitte's Chicago tax practice, serving privately held companies and their owners. He is a CPA and has been working in public accounting for 10 years. Frank specializes in taxation of flow through entities and their owners, and trusts and estate tax matters. He came to Deloitte in 2002 via Arthur Andersen, where he started his career in public accounting.
Frank says he enjoys tax as it affords him the opportunity to work with dynamic, diverse professionals and to mentor and coach younger persons on a daily basis. Also, he finds the opportunity to serve so many different clients with complicated tax planning and transaction issues very rewarding. Recently, Frank traveled to India to work in Deloitte's Hyderabad, India office and this was a wonderful opportunity to get to know the tax professionals in India and experience the Indian culture.
Frank holds a B.A. in accounting and minor in business administration from Dominican University. He is currently completing his last course in the Masters in Taxation Graduate Program at Golden Gate University. While at Dominican, Frank played on the varsity basketball team—an experience that significantly influenced his tax professional career. The ability to team with others—and recognize differences and strengths in others—are skills he learned as a member of the team, and he now uses these same skills every day at Deloitte.
Principal, Deloitte Tax LLP
Seth Goldstein is a principal in Deloitte's Washington National Tax practice, where he specializes in helping U.S.-based companies structure and finance their foreign operations. Previously, he was a special counsel at the Internal Revenue Service, where he wrote tax regulations, and an associate in a law firm.
Seth loves teaching, public speaking, and assisting tax professionals in developing their skills and technical knowledge. He plays a key role in organizing, developing and leading the training for Deloitte's international tax service line, which includes six annual 40-hour courses as well as monthly webcasts on topics of interest.
Seth has six children, ages 7 to 20, two of whom aspire to work for Deloitte (and he's still trying to recruit the other four). He is a graduate of Columbia University School of Law and was an editor of the Columbia Law Review. In addition to his law degree, he has degrees in Talmudic law and in accounting.
Partner, Deloitte Tax LLP
Gary Hecimovich is a partner in the Washington National Tax Office of Deloitte. He is a member of Deloitte's Accounting Methods and Periods Group and has over 13 years of public accounting experience specializing in tax accounting and federal income tax credits. In this role, Gary and his team provide due diligence, structuring and transactional consulting with respect to a wide array of Federal Tax Credits and incentives.
Gary is a frequent public speaker and published author on federal tax matters. His articles have appeared in Tax Notes and The Tax Adviser, two of Deloitte's popular monthly publications, and he is a frequent public speaker on these topics to industry trade groups.
He graduated from the University of North Carolina at Chapel Hill with a BS in business administration and a Masters of Accountancy specializing in taxation. He is a member of the AICPA and Greater Washington Society of CPAs.
Senior Director, Tax & Treasury, DeVry Inc.
Mike Horina is the head of DeVry's worldwide tax and treasury operations, based in Oakbrook Terrace, Illinois. DeVry is listed on the New York Stock Exchange (under the symbol DV) and is a member of the S&P 500. Mike supervises a team of seven tax and treasury professionals and works closely with tax advisors like Deloitte as well as auditors, attorneys, bankers, investment advisors, and systems service providers. Mike also teaches law and tax at DeVry University and DeVry's Keller Graduate School of Management.
Mike joined DeVry after serving as the head of the tax departments of two other large NYSE traded companies. He was also a CPA at two small public accounting firms prior to his work as assistant tax counsel at a NYSE traded company which he joined directly out of law school. Mike has extensive experience in SEC practice, mergers and acquisitions, accounting for income taxes, and both domestic and international tax compliance and planning. In his role as head of the tax departments of large, multinational companies, Mike has traveled to twenty-five countries in five continents.
Mike says that helping companies properly manage complex tax issues is the most fulfilling aspect of his career. He has been involved in several large M&A transactions and has negotiated the tax aspects of agreements with many of the largest companies in the world. In addition, his career choices have led to some incredible opportunities. For example, Mike has been involved in the initial public offerings (IPOs) of two large multinational companies which required integrated global tax planning for all of the primary operating subsidiaries.
Mike is a graduate of Eureka College in Eureka, Illinois and is also a graduate of the University of Illinois College of Law in Champaign-Urbana. Mike is a big fan of the Fightin' Illini as well as the Chicago Bears and White Sox. Mike, his wife, and two daughters live in Naperville, Illinois.
Manager, Deloitte Tax LLP
Margot Howard is a manager in Deloitte's multistate tax services group. She is currently participating in the management development program, so she is basically the "right hand man" for the national service line leader of multistate tax services. She says that this role is different because rather than client service (which is what she's always done in the past) she is working on strategy, operations, HR, communications – basically everything that goes on behind the scenes.
In college Margot was interested in business school classes so she had to enroll in the required courses, including accounting. A Deloitte partner spoke to her class about the misconceptions about what accounting firms do. That prompted her to try an internship and she ended up really enjoying it. Margot says she hopes she inspires at least one student the way that partner inspired her.
Margot finds the people she works with at Deloitte the most fulfilling aspect of her job. She has worked with some brilliant people who have been generous with their time – answering questions, mentoring, providing guidance and advice, and just generally making sure that she's getting the most out of her career. It's led to an incredibly satisfying career so far where she is continuously growing personally and professionally.
Margot holds a bachelor's degree from the University of Notre Dame - accounting major - and a master's degree from the University of Michigan – also in Accounting. Originally from Buffalo, New York, Margot is a huge Bills and Sabres fan – so she's used to disappointment.
Partner, Deloitte Tax LLP
Eric Johnson came to Deloitte's Chicago office from Arthur Andersen LLP in 2002. Prior to Andersen, Eric was employed by KPMG Peat Marwick LLP. His fourteen year career in public accounting has been focused on delivering tax consulting services to ultra-wealthy individuals, family groups, family offices, and closely-held business owners.
Eric chose to pursue accounting and taxation as he perceived this to be one of the most difficult business school curriculums. He has been fulfilled by the opportunity his career offers to interact with some of the nation's most influential people and families, and hear their point of view on matters concerning the economy, government, and social issues. Additionally, he is challenged by the need to understand his clients' goals and objectives and how their wealth will be put to work, and then design strategies to assist them.
Eric attended Northern Illinois University (NIU) where he received bachelor's degrees in Finance and Accountancy. He later earned a master's degree in taxation from DePaul University. One of Eric's lasting memories from NIU was having members of his fraternity steal his daily planner and burn it in a ritual to "set him free." This fond memory happened not once but twice, and served as a message to Eric to not over-commit himself but rather let loose and have fun - which he apparently did, as supported by his senior year academic transcripts. Eric is now happily married with two children, and runs competitive races through his involvement in the Deloitte Tax Running Club.
Eric is a member of the AICPA Trust, Estate, and Gift Tax Technical Resource Panel (TRP). The TRP acts as the primary representative for the AICPA before Congress, Treasury and the IRS on legislative and regulatory matters in the Estate, Gift, and Trust tax areas. The TRP also is responsible for developing products and services for AICPA members.
Patricia A. Johnson
Vice President, Tax, Target Corporation
Patti Johnson joined Target Corporation as VP Tax in September 2008. Prior to joining Target, from 2006 to 2008, Patti served as the VP of tax and public affairs at Ecolab, Inc., a specialty chemical company in St. Paul. Patti also spent more than a decade with General Mills, Inc. in a variety of positions, including senior tax counsel - international, director of mergers and acquisitions, director of finance – international and tax/transaction counsel. Patti is a lawyer and a CPA who has worked in private practice at Deloitte, Ernst & Young and Oppenheimer, Wolff and Donnelly.
Patti's undergraduate degree is in accounting from the University of Iowa. She graduated from William Mitchell College of Law after pursuing her law degree at night, while working for both Ernst & Young and Deloitte.
Patti serves on the board of directors for the Minnesota Opera. She also has served on the board of directors of Chrysalis, a Center for Women, which recently merged with Tubman Family Alliance. She also served as counsel to the board of directors of Siyeza, a public/private venture to create manufacturing jobs in north Minneapolis. She was featured in the 2007 issue of Profiles in Diversity Journal's "Women Worth Watching."
Patti lives in Eden Prairie with her husband and their five children.
Director of Tax Policy, Deloitte Tax LLP
Jeff Kummer is the Director of Tax Policy in the Washington National Tax Office of Deloitte Tax LLP. Jeff oversees the content development of Tax News & Views and other Deloitte Tax publications, serves as a Washington resource for the firm's Technology, Media & Telecommunications and Consumer Business practices and is a frequent speaker and writer on tax policy developments. He has over 20 years of experience in the tax policy arena, joining Deloitte in 2000 after spending nine years at another accounting firm.
Moving to Washington, D.C., right after college, Jeff began his career working as a legislative assistant on tax and budget issues for former U.S. Senator and Senate Finance Committee member Steve Symms, R-Idaho. After interviewing at the Agriculture Department, the CIA, the Bethesda Navel Hospital and a men's clothing store, he received an opportunity to interview in Senator Symms' office. The Senator had two positions open - an entry level legislative correspondent position and a job operating the elevators in the Capitol Building. Perseverance, tenacity, and the fact that he shared the Senator's alma mater gave Jeff his first experience in the congressional legislative process.
While on the Hill, Jeff was responsible for international trade as well as tax issues. Later, he decided to join the private sector (he was broke...), and interviewed at an accounting firm for a tax policy position and a law firm for an international trade policy position. He vowed to follow the career path of whichever firm hired him. In his current position at Deloitte, Jeff enjoys the opportunity to meet with clients and help them understand how the tax policy process in Washington really works.
Jeff received an MBA from Johns Hopkins University and graduated with a bachelor of science in political science from the University of Idaho. He is an avid outdoor photographer who can be found at least once a year wandering around Glacier National Park (if you see him, please point him toward the nearest trail). His two and a half old triplets keep him busy the rest of the year.
Senior Manager, Deloitte Tax LLP
Amy Magenheim joined Deloitte as a tax staff accountant over 15 years ago. She chose a career in tax because she enjoyed math, and she chose Deloitte because of the people. She has worked in many areas of taxation including corporate, expatriate, international, and individual. She enjoys working for a large international firm that allows her to pursue multiple interests including technology, recruiting, training, strategic planning marketing and sales. At Deloitte she has had the opportunity to visit India, South Africa, France, England, and many U.S. cities. Amy says the life of an accountant is never boring. It is a very dynamic work environment that is always encouraging her to grow and stay busy.
Amy currently works in the Washington National Tax practice with a knowledge management team responsible for TaxShare, the intranet site. She focuses much of her time working with their third party research providers such as LexisNexis, CCH, BNA, Tax Analyst and RIA.
Amy earned a bachelor of science in accounting from Indiana University in Bloomington, Indiana. After graduation, she became a CPA. While in college, Amy was very involved with IU Student Foundation where she was on the Steering Committee for the Little 500 Bicycle race.
Amy and her husband Doug have two daughters - Hailey (9) and Lexi (7) - and a Havanese dog named Mitzi. She works on a flexible and reduced work schedule to balance her personal and professional responsibilities.
Kieso Professor of Accountancy, Northern Illinois University
Kate Mantzke is an associate professor at Northern Illinois University where she also directs the Master of Science in Taxation program. Before becoming a professor, Kate started her career with Arthur Andersen. In the eight years she spent with the firm, Kate worked primarily in the state tax consulting practice, rising to the level of tax manager. Kate is a licensed C.P.A. in Minnesota and a registered C.P.A. in Illinois.
Kate's interest in entering the tax profession began when she took her first tax class. It was at that point that all of her accounting knowledge came together and clicked. She was also excited by the thought that she could help taxpayers deal with issues that made sense to her.
Kate learned in public accounting that the world needs smart, ethical tax practitioners. She's excited to be someone who helps to educate tomorrow's leaders in the profession. Kate strives to provide her students with a solid, conceptual foundation in tax and, more broadly, accounting and business.
Kate earned an undergraduate degree at the University of Wisconsin-Eau Claire, a Master of Business Taxation degree at the University of Minnesota, and a Ph.D. at the University of Wisconsin-Madison.
Senior Manager, Deloitte Tax LLP
Bart Massey is a senior manager in the Tax Policy group and has worked in diverse roles within the tax profession. He began as a CPA in conventional tax compliance and planning, then worked as a journalist covering the development of tax legislation on Capitol Hill, and now is a tax specialist tracking tax legislative developments on behalf of Deloitte's clients and tax professionals. At Deloitte, his role has offered him strong and fulfilling opportunities for professional and personal growth.
Bart entered the profession because the constantly changing nature of tax law provides countless opportunities to continually learn and apply knowledge for the benefit of clients. He finds this type of environment is both satisfying and challenging. The opportunity to mentor and train others in the tax profession, and to see them succeed in their own roles, has been the most fulfilling aspect of his chosen career path.
He enjoys traveling abroad, meeting new friends, and experiencing new cultures (he has visited almost 50 countries and all seven continents). These interests also provide learning and growth opportunities that often help him work better in his professional role.
Bart holds a bachelor of science in accounting from Auburn University in Alabama.
Partner, Deloitte Tax LLP
Kathy McEligot is a tax partner based in Deloitte's San Francisco office. She is the lead tax partner on engagement teams that serve large multinational corporations headquartered in the western US. She is also a national specialist in accounting for income taxes for Deloitte. In that role, she teaches and speaks to various audiences across the country, including industry associations and large client groups.
Kathy earned an undergraduate degree in business administration, with an emphasis in accounting, from University of California, Berkeley. Kathy started with the audit function in Deloitte. Her college tax courses were good - but not good enough to make her think she should choose tax as a career. But after two busy season rotations in the tax function, she realized that she really liked tax work and decided to transfer into tax full time. What appealed to Kathy was that tax professionals work more in the future by doing tax planning (as opposed to auditing the past) and they bring value by bringing ideas to save cash taxes.
The most fulfilling part of Kathy's career is the ability to combine her love of accounting with her technical tax knowledge by working full time in the area of accounting for income taxes. Kathy's clients have very complicated tax structures. Making sure the tax impact of those structures are appropriately reflected in the financial statements is challenging - but it is a challenge Kathy enjoys. People with both skill sets - accounting and tax - are rare, so Kathy is in demand these days!
Kathy works in a practice area that is demanding all year around. Kathy has clients with many different year-ends, so the year-end audit work on tax provisions happens throughout the year. Add to that the quarterly reporting deadlines (all of her clients are SEC filers) and you get a schedule that has few slow periods. Kathy puts some "balance" into her life by traveling to locations where she can truly escape - from both voice mail and email. Although the list of locations that are not yet wired is shrinking, Kathy is working her way through that list by taking exotic vacations around the world. Kathy has recently been to Bhutan, Kenya, Laos...just to name a few.
Director, Deloitte Tax LLP
Joan Millett is the leader of the Southeast Tax Controversy Services practice. In this role, Joan assists clients with a broad range of procedural matters and manages large IRS exams at all stages. She joined Deloitte Tax LLP in June 2003.
Prior to joining Deloitte, Joan was a partner at the law firm of Baker & Hostetler LLP in Orlando, Florida. Joan also served at the IRS Office of the Associate Chief Counsel (International) in Washington, D.C. as an Attorney Advisor and as an Assistant to the Branch Chief. Joan started her career as an Attorney Advisor (aka, law clerk) to the Honorable Joel Gerber of the United States Tax Court.
Joan has a B.S., Accounting; M.A., Taxation; and J.D. all from the University of Florida (Go Gators!). She continued her education with an LL.M. from New York University. Joan's lowest grade in her undergraduate studies was in her first tax class. However, she enjoyed the course so much she was not discouraged and chose a career in tax.
In her free time, Joan spends time with her two daughters (ages 9 and 11), two cats and two dogs.
Senior Manager, Deloitte Tax LLP
Laura Mills is a senior manager in Deloitte's Northeast Global Employer Services practice. Prior to joining the Northeast practice, she was part of the National Tax Office in the Employee Benefits Tax group in Washington, D.C., and a member of the Global Employer Individual Solutions practice in the Chicago office.
Laura specializes in advising clients on the tax rules and reporting requirements for retirement, health and welfare, and executive compensation plans. Her experience includes consulting on the tax and economic issues arising out of establishing, maintaining, and terminating employee benefit plans, and the development and implementation of deferred compensation programs that address long-term and short-term corporate objectives.
Laura was originally heading for a career in financial consulting but the accounting firms happened to hold their campus interviews first. Through that process, she learned that an accounting firm is so much more than auditing and tax returns. She participated in Deloitte's management development program which provided her invaluable skills and experiences as part of Deloitte's national tax practice. After successful completion of the program, she was able to rejoin a practice office and use her newly acquired skills and knowledge.
Laura received her bachelor of science in business administration with majors in accounting and finance from Xavier University in Cincinnati. She competes in Ironman triathlons (2.4 mile swim, 112 mile bike, 26.2 mile run) and is the volunteer coordinator for several Autism Speak events in the DC metro area.
Partner, Deloitte Tax LLP
Boake Munsch works in the lead tax services group in Minneapolis and serves clients in the real estate, venture capital and energy industries.
Boake entered the tax profession because he found the technical aspects challenging and rewarding. He says the profession rewards and encourages creativity and an entrepreneurial spirit. At Deloitte, he enjoys building personal relationships with clients, helping them solve difficult issues and ultimately saving them money. He finds the most rewarding part of his career to be the opportunity to work with talented and smart people in an ever-changing business environment.
Boake graduated from the University of San Diego with a bachelor of arts in accounting. In his free time he likes to hunt and fish and has had the opportunity to enjoy these pursuits with clients during his career.
Partner, Deloitte Tax LLP
Jon started at Deloitte as a summer intern in 1992 and has been with the organization his entire career. He is a lead tax services partner in the Chicago office. Jon provides federal tax consulting and compliance services to Deloitte's mid- to large-sized corporate clients and also specializes in the area of accounting for income taxes (formerly called FAS 109, now called ASC 740). Jon joined Deloitte for the opportunity to work at world-class tax and accounting firm and has remained at Deloitte as a result of the quality of the professionals and clients that he interacts with on a daily basis.
When Jon initially entered the tax profession, it was by chance. He received an internship offer and it just happened to be in tax. Since joining tax practice, however, Jon has enjoyed being a client advocate and trusted advisor in his role as a tax professional. Jon has enjoyed the exposure to the wide array of clients he has served as well as the opportunity to work with so many young professionals at Deloitte. The public accounting industry, tax in particular, has allowed Jon to understand his clients' businesses and be part of their team.
Jon was recruited to play soccer at the college level and continues to enjoy playing and watching all sports. Although his competitive soccer days are behind him, he stays close to the game by coaching his 6-year-old twins' soccer team. Jon earned a bachelor's degree in accounting and MBA with a concentration in taxation from the University of Notre Dame.
Director, Deloitte Tax LLP
Laura Peebles is in the Washington National Tax office's estate, gift and trust group, serving the financial, estate, and charitable planning needs of Deloitte's wealthiest clients around the country - and the world. She started her career in public accounting with Colorado and Louisiana local firms, joining the New Orleans office of Touche Ross upon graduation in 1987. Through the miracle of modern technology, she was able to begin serving clients' estate planning needs firm- wide from New Orleans, and was asked to move to Washington D.C. in 1998 (a move she has not regretted). She is the only non-attorney to appear on Washingtonian Magazine's list of top estate planners, and is the author of two Bureau of National Affairs research portfolios.
Laura was attracted to the challenge of open-ended questions presented by tax - questions where the answers have a real impact on people's lives. It was also easier to get a job in accounting than in quantum physics, which has approximately the same number of unanswered questions as the tax code. She values the long-term relationships she develops with families and the fulfillment gained from implementing a successful estate plan and having the second generation come back to do their own planning. On the philanthropic side, though she'll never have enough money to change the world, she gets to work with those who do.
Laura graduated first in her class with a bachelor of science in accounting from the University of New Orleans. Having seen her alma mater's campus within a few weeks after Katrina, and then seeing it this spring, with the new dorms and bustling student life, she was reminded how important a university is to the community around it. In her free time, Laura enjoys hanging out at the Smithsonian to get the latest information on the state of the universe, which helps keep the daily earthling problems in perspective.
Partner, Deloitte Tax LLP
Jim Schlesser started his career at Deloitte in the audit department in 1976. He viewed the organization as having great opportunity for career advancement and a culture that was supportive to each individual's aspirations. In the early 1980s, Jim transferred from audit to tax. He has served as a lead tax partner on both large, multinational engagements, as well as closely-held businesses. He was the Chicago office tax managing partner before assuming the role of professional practice director, responsible for risk management and quality assurance for the Midwest Region in 2004. In June of 2007, Jim transferred to our Washington D.C. Office, where he joined of the National Quality Assurance and Risk Management Group, working with various regulatory matters and providing policy guidance to professionals throughout the organization.
Jim views tax as an extremely technical, constantly changing, and challenging field of expertise. He is intrigued by the value that tax professionals bring to businesses by helping them minimize their future tax liabilities and adhere to laws and regulations. Most fulfilling is the appreciation for the value of tax services shown by his clients. In each of his engagements, Jim focuses on educating the client to make the best business decisions possible based on the facts and circumstances. When a client comes to understand both the business and tax issues and can make an intelligent informed decision, Jim is personally rewarded.
Jim holds a bachelor's of science degree in mathematics and education as well as a master of science in accounting, both from Illinois State University. He also earned a masters of science degree in taxation from DePaul University.
Jim loves the outdoors, and particularly enjoys jogging. He periodically joins a group of about 10 individuals who run 6 to 8 miles each Saturday morning, virtually year round. Over the last six years, Jim has run more than 10 half marathons and 3 marathons. In addition, Jim has taken to the sport of bicycling, enjoying further distances and greater amounts of scenery. While he is not the quickest runner or biker of the group, he enjoys socializing as part of the work-out experience.
Nebraska Office Managing Partner, Deloitte Tax LLP
Bryan Slone is a tax partner and the Nebraska practice managing partner. Bryan leads marketplace activities and serves in an advisory or tax partner role for several clients. Bryan was the former leader of Deloitte's national Tax Controversy Services group and has more than 20 years experience as a tax professional in governmental and private practice positions in the U.S. and Germany.
Bryan first joined Deloitte after law school in the early 80's. He was also licensed as a CPA and, at the time, the accounting field provided a more diverse opportunity to develop tax consulting skills than law firms. He enjoyed accounting, and tax provided the perfect interaction between the technical and negotiating portions of a legal practice, and the regulatory and business aspects of a financial accounting practice. He later practiced law and served as Tax Counsel to a member of the House Ways and Means Committee and as Assistant to the Commissioner of the Internal Revenue Service (IRS) before returning to Deloitte in 1997. Helping clients deal with crises is the most fulfilling aspect of Bryan's career in tax. He has been involved in several large tax cases and has worked with many of the largest companies in the world. In addition, his career choices have led to some incredible opportunities. For example, as a lawyer based in Berlin, he traveled throughout Asia and Europe to help multinational companies negotiate multilateral tax agreements with various foreign governments.
Bryan is a graduate of the business school and the college of law at what he describes as "Harvard of the Plains" (aka, the University of Nebraska). His hobbies include golf and riding his Harley on weekends.
Manager, Deloitte Tax LLP
Joanna Theis is a tax manager currently doing a two year rotation in Deloitte's Management Development Program working internally for the Chief Tax Officer. As such, Joanna is involved not only with the tax returns for the Deloitte U.S. Firms, but also works on the tax aspects of strategic planning and issue resolution projects. Before taking on her current role, Joanna focused on passthrough entities in the real estate, private equity, and professional services industries. Joanna came to Deloitte through internships in college and began fulltime after college.
As an accounting major, stumbled into tax through her first internship. She liked it so much she chose to stay. She enjoys the ever evolving nature of tax policy and the challenge of keeping up to date on the latest changes. She is happy to specialize in a specific area and use that knowledge to serve her clients.
The parts of her job that Joanna enjoys the most are interacting with her clients and developing others. Joanna has spent several years on many of her clients, growing from an associate to the manager on the client engagement. She has developed great working relationships with her clients and enjoys being a trusted advisor. Additionally, working in teams in tax has given Joanna the opportunity to develop and teach those who work with her. She derives great satisfaction from watching the associates and seniors in her group learn.
Joanna received her Bachelor of International Business degree in 2001 from Northeastern University. Joanna later went back to Northeastern and graduated with a Master's of Taxation degree in 2006. She is currently back on campus for a third time, but now to teach - she teaches classes for the College of Professional Studies as well as for the Master's of Taxation program.
When she can, Joanna enjoys traveling and has taken three trips to Europe in the last two years. She has also taking up running, and although she is slow, she recently completed her third half-marathon.
Partner, Deloitte Tax LLP
Unlike many people, Wolfe knew at an early age that he wanted to pursue a career in business. While most kids aspired to be a firemen or astronauts, Wolfe always had a keen interest in companies and how they operated. During college, he refined this passion to wanting to own and operate his own business. Through the encouragement of his tax professor, he entered the tax profession as a stepping stone to the mergers and acquisitions arena. He quickly realized that he could do a significant amount of transaction type work in public accounting. Moreover, he discovered that managing his clients and the various client teams fulfilled his desire to operate his own business.
During his 13 years in public accounting, Wolfe says that he most appreciates the people aspect of his profession. Not only does he have an opportunity to provide exceptional value to his clients but he is able to work with the most outstanding professionals in the industry.
Wolfe graduated from the University of Iowa in 1996 with a bachelor's degree in accounting. Growing up in Iowa, Wolfe has always been an avid fan of the Iowa Hawkeyes. During his elementary years, he dreamt that he would play either football or basketball for the Hawkeyes. Although his athletic skills were less than exceptional, his dreams did not go completely unfulfilled. While he never made it to the center stage as a collegiate athlete, he did serve as the Iowa mascot (Herky) for a number of basketball and football games.
Wolfe currently resides in Chicago. He and his wife are blessed with a daughter, son, and hyperactive Labrador retriever.
Vice President Corporate Tax,
Sun Microsystems, Inc. and International President, Tax Executives Institute, Inc.
A native of Cleveland, Ohio, Neil Traubenberg earned his accounting and law degrees from Case Western Reserve University. Starting his career in public accounting, Neil moved into the corporate world with Diamond Shamrock Corporation. In 1980, Neil joined Sundstrand Corporation, eventually moving into the top tax position, which he held for 16 years until the sale of Sundstrand in June of 1999. Neil then joined Storage Technology Corporation in Louisville, Colorado, where he served as Vice President, Corporate Tax. After the acquisition of StorageTek by Sun Microsystems, Neil took over the leadership of the combined tax group.
Growing up, Neil always loved playing with numbers - tricks, games (no, they hadn't yet heard of Sudoku back then). He thought that he wanted to do something with numbers but he didn't want to just go into mathematics or physics, because he feared that the forced involvement would cause his interest to wane. He didn't know what an accountant did or why he would want to be one, but the description of the intro accounting course when he started college sounded like something he could handle and possibly even enjoy. He ultimately made accounting his major.
Neil also had an interest in the law, but because his father was a career policeman, he knew that he couldn't be a defense attorney helping to set people free on technicalities if he really thought they were guilty ("I'm not quite that mercenary"). So with the accounting degree, he focused on business related courses in law school. When he was ready to graduate, he received strong interest from the major accounting firms, and with the law degree, they suggested that he go straight into their tax group.
So Neil went out and bought a Bowmar Brain and was ready to take on the world. And now, here he is.
Partner, Deloitte Tax LLP
Tim Tuerff serves as Partner in Charge for Washington International Tax Services. His practice involves consulting and tax planning related to mergers and acquisitions, structuring and financing international operations, repatriation transactions and utilization of foreign tax credits. Tim's prior experience includes the practice of law and government service as Special Assistant to the Chief Counsel of the Internal Revenue Service.
In consulting with clients on cross-border transactions, Tim enjoys analyzing the application and interaction of many different countries' tax laws, which has become increasingly relevant in today's global business environment. Working for the government and working in Deloitte's national tax practice has given Tim the opportunity to directly shape and contribute to the body of tax law. At the IRS, Tim helped draft regulations on a significant area of international tax law. In Deloitte's national tax office, Tim leads the international tax group which monitors and interprets international tax developments for the firm.
At Deloitte, Tim serves as a tax advisor to a broad array of international clients, consulting with them on the tax implications of cross-border transactions. Working in international tax has also allowed Tim to work with a diverse group of clients and colleagues in all regions of the world. He frequently travels to foreign countries to participate in tax leadership conferences and collaborate with clients and Deloitte professionals in foreign jurisdictions.
Tim attended the business and law schools at Indiana University. Outside of work, Tim has the reputable record of the worst win/loss record as a little league baseball coach in McLean, Virginia, much to the dismay of his three sons.
Principal, Deloitte Tax LLP
Jim Watts leads Deloitte's Credits and Incentives group out of Dallas, which currently numbers 52 full-time professionals and specializes in obtaining Economic Development benefits for corporate clients. Jim has negotiated incentives for companies in a variety of industries in numerous locations throughout the United States. He specializes in helping clients identify, qualify, and implement state and local incentives.
Over the past four years Jim has successfully completed approximately 40 economic development and tax incentive projects. These projects have included: Real and Personal Property Tax Abatements, Enterprise Zone Credits, Investment Tax Credits, State Jobs Creation Tax Credits, Sales Tax Exemptions and Refunds, State Financing Programs and various Employee Training Benefit Programs.
Jim authored the chapter on Kansas incentives and credits for the recent CCH publication Business Incentives Guide, and co-authored the chapter published by
the Missouri Bar Association entitled "Tax Credits" in the Taxation Law and Practice
handbook series (1999). He received his BA from the University of Missouri at Columbus and his JD from the University of Missouri at Kansas City.
Chairman and CEO, Deloitte Tax LLP
In addition to his role as Chairman and Chief Executive Officer of Deloitte Tax LLP, Chet Wood serves as the managing partner of the Deloitte U.S. Firms' Merger & Acquisition Services practice, and as Deloitte Touche Tohmatsu's (DTT) Global Tax Service Line leader, Mergers & Acquisitions. Based in New York City, Chet also serves as a member of Deloitte LLP's operating committee and DTT's global tax executive committee. His client activities include serving as advisory partner for several of the Deloitte U.S. Firms' largest Fortune 500 clients.
Chet began his career with Deloitte U.S. in 1981, in Salt Lake City, Utah, and has worked in offices across the United States and abroad. He has served in the Deloitte U.S. Firms' Office of the CEO program, providing strategy and service to a number of top U.S. and global clients. From 1997 to 2000, he led the tax and legal practice in the DTT member firm in Sydney, Australia. Chet returned to the United States in 2000 and, prior to his current appointment, served as U.S. Tax deputy managing partner.
Chet and his wife, Debbie, were married before his senior year at the College of Idaho. With four offers in hand, Chet accepted Deloitte's competitive offer to join the audit practice in Boise. As a senior in college, Chet sat for the Certified Public Accountant (CPA) exam and competed in his college tennis finals. By June, the Boise office had closed. He and Debbie chose to relocate to Salt Lake City (SLC), where they had some close friends and the fly fishing was reportedly fantastic.
During his first year in the SLC audit practice, Chet was placed on a tax rotation. He enjoyed the work and met with his advisor, Jim Quigley (then a young manager, now the CEO of DTT) and requested a transfer to the tax practice. At this very early stage in his career, Chet got to see the complete tax picture, working on returns for a wide variety of clients, industries, individuals, trusts, and estates. Chet found this work fascinating and expressed his strong interest in a fast-track progression.
Chet finds working with clients and colleagues to be the most fulfilling aspect of his chosen career path. He credits his success to his ability to take advantage of his mentors' advice as well as the opportunities that Deloitte had to offer. "It is important to build the competencies and attributes that you see in successful leaders, and to spend time getting better at everything you need to do. You can't just sit it out. I don't know what's next for me, but I know that I'm not done. I'm a lifelong learner."
Chet is a CPA and holds active licenses in Idaho and New York. He is also a member of the AICPA and the state societies of CPAs for Idaho and New York. Born in Reno, Nevada, he is a cum laude graduate of The College of Idaho, and currently serves on its Board of Trustees. Chet resides in Stamford, Connecticut, and is active in several community organizations.
Partner, Deloitte Tax LLP
Maggie Zellers is a tax partner in Deloitte's lead tax services group in the Chicago office. Since joining the organization in 2002, Maggie has had the opportunity to provide tax consulting services to clients in the manufacturing, life sciences, and education industry sectors. She also has had significant experience with and is a co-leader of the accounting for income taxes (ASC 740/FAS 109) competency group. This role also includes leading the Chicago office Sarbanes Oxley tax practice which involves assisting clients in the development of internal controls around income taxes.
Maggie joined Arthur Andersen in 1992 after graduating with an accounting degree from the University of Illinois at Urbana-Champaign. She originally started her career in audit but after traveling to a client in the cornfields for five months, Maggie decided to transfer into the federal income taxation group. She spent the next 10 years assisting clients with federal income tax issues, including the completion of tax returns, the review of the tax impact of merger and acquisition transactions, and helping clients account for income taxes in the financial statements.
Maggie entered the tax profession as it allows for a balance of working with technical rules and regulations, but in a very team-oriented environment. Maggie works with people each and every day, including working with clients and with client service engagement teams. She says that tax also encourages you to be proactive in that you are helping clients plan for the future. The most fulfilling aspect of her career is the variety of work and the chance to work with her clients and her project teams. While many people may envision a tax professional as sitting behind a desk working all day individually, on the contrary, it takes teamwork to best solve a client's tax question or to more efficiently prepare a tax return. Additionally, because the work is often more project driven, there is a tremendous variety in the type of work performed.
Even before she attended the University of Illinois, Maggie was an avid Illini sports fan. She has had season tickets to football and basketball since she was 5 years old. She also earned a master's degree in management from the Kellogg Graduate School of Management at Northwestern University. She also has previously taught in the masters in taxation programs at DePaul and the University of Illinois.