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Sunday, June 12, 20164:00-5:00pm Annual Meeting of Members� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Tower A5:00-5:30pm Member Connections Welcome � � � � � � � � � � � � � � � � � � � � � � � � Governors’ EF

5:30-7:00pm Opening Reception Sponsored by Compton & Associates, LLP - Exhibits Open � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Governors’ EF

Monday, June 13, 20167:00-8:15am Continental Breakfast - Admittance is by badge only � � � � � � � Governors’ EF7:00-8:15am Exhibits open � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Governors’ EF8:30-9:00am Opening of Conference - Welcome & Introductions � � � � � � Governors’ AD

9:00-10:05am

Keynote Session: Michigan Update � � � � � � � � � � � � � � � � � � � � � � Governors’ ADNick A. Khouri Michigan Department of TreasuryLynn A. Gandhi, Esq., LL.M., CPA Honigman Miller Schwartz and Cohn LLP

Tricia Kinley Michigan Chamber of Commerce

10:05-10:45am Break Sponsored by McDermott Will & Emery, LLP � � � � � � � Governors’ EF Exhibits Open � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Governors’ EF

10:45-12:10pm Keynote Session: Matthew Taylor - Power of Storytelling as a Strategic Business Tool � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Governors’ AD

12:10-1:15pm Lunch Sponsored by Pivotal Tax Solutions LLC � � � � � � � � � � � � � � � � Pavilion1:15-2:15pm Monday Concurrent Breakout Sessions (Select One)

Credits & Incentives 1:15-2:15pm

Pitfalls and War Stories� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �Mackinac AChristine Bustamante KPMG LLP

Jubal Smith, CEcD JLL

Income Tax Monday 1:15-2:15pm

Avoiding the Slammer: Ethics, Wearing Different Hats� � � � � Peninsula BCJames R. McCann, Esq., CPA Hyatt Hotels Corp�

Glenn C. McCoy, Jr., Esq. KPMG LLP

Property Tax Monday 1:15-2:15pm

The Real Estate Bubble (repeated at 2:30) � � � � � � � � � � � � � � � � � � Michigan ARobert S. Goldman, CMI, Esq. Madsen Goldman & Holcomb, LLPDavid J. Kaplan, Esq. Geary, Porter & Donovan, P�C�

Michael J. Kelly, MAI, SRPA Real Estate Analysis Corporation

Property Tax Budgeting � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Michigan EFKatie Lightbourn, CMI Global Logistic Properties (GLP)

Jeffrey Shamma, CMI BDO USA, LLP

Michigan, Indiana and Ohio State Updates� � � � � � � � � � � � � � � � � Michigan CRobert K. Danzinger, Esq. Sleggs, Danzinger & Gill, Co�, LPAMark A. Loyd, Esq. Bingham Greenebaum Doll LLP

Stewart L. Mandell, Esq. Honigman Miller Schwartz and Cohn LLP

IPT 2016 Annual Conference Program At-A-GlanceProperty Tax Monday 1:15-2:15pm

New IRS Issued Tangible Property Regulations (TPR) Impact on Cost Segregation Industry� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Michigan GHAlan J. Smith Ernst & Morris Consulting Group, Inc�

James M. Taylor, CPA, CFP Dennis, Gartland & Niergarth

Sales Tax Monday 1:15-2:15pm

The New Currency: Virtual Currency - Sales/Use Tax Considerationss � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Tower AEileen Bradley, CPA Amazon�Com

Carolynn S. Iafrate Kranz, JD, CPAIndustry Sales Tax Solutions, LLC

SaaS/Cloud Computing � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �Peninsula AKyle M. Brehm, Esq. PricewaterhouseCoopers LLP

Lenore Vidal, Esq. Forsythe Technology Inc�

Resolving State Tax Disputes � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Tower BMary T. Benton, Esq. Alston & Bird, LLP

June Summers Haas, Esq. Honigman Miller Schwartz and Cohn LLP

Managing Outside Counsel � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Tower CFred R. DiIorio General Motors Corporation

Lee A. Zoeller, CMI, Esq. Reed Smith LLP

2:30-3:30pm Monday Concurrent Breakout Sessions (Select One)Credits & Incentives Monday 2:30-3:30pm

Tax Burden Analysis � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �Mackinac AStephen Estelle OCLC

Sherri Fetzner, CCIP Equifax Inc�

Income Tax Monday 2:30-3:30pm

Resolving Audits Without Litigation � � � � � � � � � � � � � � � � � � � � Peninsula BCJennafer N. Mesigian, Esq. General Electric Company

Leah Robinson, Esq. Sutherland Asbill & Brennan LLP

Property Tax Monday 2:30-3:30pm

The Real Estate Bubble (repeated from 1:15) � � � � � � � � � � � � � � � Michigan A

Using Perception, Emotional Intelligence, and Street Smarts to Win Your Appeals � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Michigan GHNicholas A. Furia, Esq. Law Offices of Nicholas A� Furia, PLLC

Mergers & Acquisitions (repeated at 4:00)� � � � � � � � � � � � � � � � � Michigan EFMatthew F. Burke, Esq. PricewaterhouseCoopers LLP

David Shane Moncrief, CMI Ryan, LLC

Personal Property Tax Appeals (repeated at 4:00) � � � � � � � � � � � Michigan CJ. Mart Armstrong The Armstrong CompanyE. Kendrick Smith, Esq. Jones Day

Timothy M. Landolt, ASA, MBA Vista Valuations, LLC

4 5

Sales Tax Monday 2:30-3:30pm

Streamlining Audits & Refund Reviews� � � � � � � � � � � � � � � � � � � �Peninsula AChad B. Bailey, CPA Target Corporation

David J. Gutowski, Esq. Reed Smith LLP

Support Your Audit Position � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Tower AAngela Dillon Acosta, CPA BDO USA, LLP

Laraine K. Milkey Alcoa Inc�

Sampling Plans (repeated at 4:00 on Tuesday) � � � � � � � � � � � � � � � � � Tower BMichael J. Ginski, CPA ClearView Group

Jason McGlamery Ryan, LLC

Risk of Over Collecting & Under Collecting Tax (repeated at 4:00pm) � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Tower CAdam Beckerink, Esq. Reed Smith LLP

Marc A. Simonetti, Esq. Sutherland Asbill & Brennan LLP

4:00-5:00pm Monday Concurrent Breakout Sessions (Select One)

Credits & Incentives Monday 4:00-5:00pm

Developments in Federal & State Research & Development Tax Credits � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �Mackinac AIrene Manos, JD Deloitte Tax LLP

Michael A. Thompson, Esq. Ryan, LLC

Income Tax Monday 4:00-5:00pm

A Practical Approach to Measuring the Uncertain - ASC 740-10 � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Peninsula BCDavid J. Gutowski, Esq� Reed Smith LLPMark J. Wilmot, CPA PricewaterhouseCoopers LLP

Jesse Hereford Wal-Mart Stores, Inc�

Property Tax Monday 4:00-5:00pm

Manufacturing � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Michigan AKelli Murphy, Esq. Ford Motor CompanyKenneth West Walker West Longo LLP

Mark F. Sommer, Esq. Frost Brown Todd LLC

Personal Property Tax Appeals (repeated from 2:30)� � � � � � � � � Michigan C

Mergers & Acquisitions (repeated from 2:30) � � � � � � � � � � � � � � Michigan EF

How Jurisdictions Tax Publicly Owned Properties � � � � � � � � Michigan GHColin W. Fraser, Esq. Greenberg Traurig, LLP

Cutchin Powell Ryan, LLC

Sales Tax Monday 4:00-5:00pm

Indirect Tax Reserves – Practical Applications of ASC450 � � � �Peninsula AStephanie Csan, CMI Deloitte Tax LLP

Christopher Fontana CBS Corporation

Leased Assets � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Tower ACarlos V. Hernandez, CMI Ernst & Young LLP

Jeanne Hill De Lage Landen

Risk of Over Collecting & Under Collecting Tax (repeated from 2:30pm) � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Tower B

Managing the Global Indirect Tax Function � � � � � � � � � � � � � � � � � � � Tower CMichael Bugbee Federal-Mogul CorporationReena Reynolds, Esq. PricewaterhouseCoopers LLP

Colleen Freeburg General Motors Corporation

5:30-7:00pm Reception � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � The Pavilion

8:30-10:00pm S’mores at the Beach � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �The Shores Deck

Tuesday, June 14, 2016

7:00-8:15am Continental Breakfast / Exhibits Open - Admittance is by badge only � � � � � � � � � � � � � � � � � � � � � � � � � � � � Governors’ EF

8:30-9:30am General Session: Noah Bopp - Code of Ethics – Principle and Practice � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Governors’ AD

9:30-10:00am Presentation of Awards� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Governors’ AD

10:00-10:30am Exhibits Open � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Governors’ EF10:30-10:45am IPT 40-Years’ Remembrance � � � � � � � � � � � � � � � � � � � � � � � � � � � � Governors’ AD

10:45-11:45am

General Session: Key SALT Developments Over the Past Four Decades� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Governors’ ADDavid P. Amrozowicz, CMI IPT Past President 1989-1990Julia S. Bragg, CMI, CPA IPT Past President 2001-2002Arlene M. Klika, CMI IPT Past President 2013-2014 Schneider

Anthony R. Thompson, CMI, Esq. IPT Past President 2008-2009 Law Offices Anthony R� ThompsonModerator: Margaret C. Wilson, CMI, Esq. IPT Past President 2015-2016 Wilson Agosto LLP

11:45am-1pm Lunch Sponsored by Wilson Agosto LLP � � � � � � � � � � � � � � � � � The Pavilion

1:00-2:00pm Tuesday Concurrent Breakout Sessions (Select One)

Credits & Incentives Tuesday 1:00-2:00pm

West Region Update � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � DirectorsGregory W Nunn Koch Business Solutions, LP

Tam Vo, CPA Grant Thornton LLP

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Income Tuesday 1:00-2:00pm

Review of Practices Used by Certain States to Counter Taxpayers � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Peninsula BCJennifer R. Lebiecki, CPA S�C� Johnson & Son, Inc��

Janette M. Lohman, CMI, CCIP, CPA, Esq. Thompson Coburn LLP

Property Tuesday 1:00-2:00pm

Valuation Issues with Limited Market Properties (repeated at 2:30) � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Michigan EFBrent A. Auberry, Esq. Faegre Baker Daniels LLPDaniel L. Stanley, Esq. Honigman Miller Schwartz and Cohn LLP

Lawrence W. Mitchell, MAI Valbridge Property Advisors | Mitchell Appraisals, Inc�

Know the Significance of Property Tax & Plan Accordingly� � � Michigan CMichael A. Grim, Esq. Mountjoy Chilton Medley LLP

Ian P. McPike, CMI Grant Thornton LLP

Cherry Picking� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Michigan GHMark T. Kenney, MAI, SRPA, MRICS American Valuation Group, Inc�Bruce J. Stavitsky, Esq. Stavitsky & Associates LLC

Gregg Manzione, MAI Nationwide Consulting Company, Inc�

Property Tax for Data Centers can be Cloudy� � � � � � � � � � � � � � � Michigan AJeffery S. Binkley Deloitte Financial Advisory Services LLP

Frank A. Fehribach MAI, MRICS VMG Health

Sales Tuesday 1:00-2:00pm

Attorney - Client Privilege & Protecting Documents � � � � � � � � � � � Tower ANicholas G. Green, Esq. Orrick, Herrington & Sutcliffe LLP

Joseph A. Vinatieri, Esq. Bewley, Lassleben & Miller, LLP

Leadership & Team Development (repeated at 4:00) � � � � � � � � � � � � Tower BAllie Carlson, Esq. Level 3 Communications

Sandra J. Jacobs, CMI KPMG LLP

The Year In Review - Top Cases � � � � � � � � � � � � � � � � � � � � � � � � � �Peninsula ACarley A. Roberts, Esq. Sutherland Asbill & Brennan LLPQuentin (Doug) Sigel, Esq. Ryan Law Firm LLP

Marilyn A. Wethekam, Esq. Horwood Marcus & Berk Chartered

Excise Tax for Sales Tax � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Tower CDavid E. Pustejovsky Ryan, LLC

Amanda Sandoval, CMI Enbridge Energy Partners, LP

2:30-3:30pm Tuesday Concurrent Breakout Sessions (Select One)

Credits & Incentives Tuesday 2:30-3:30pm

Central Region Update � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � DirectorsJesse D. Broderick, CCIP, CPA SumIt Credits, LLC

John T. Casey Deloitte Tax LLP

Income Tax Tuesday 2:30-3:30pm

Qui Tam Litigation � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Peninsula BCCatherine A. Battin, Esq. McDermott Will & Emery

Property Tax Tuesday 2:30-3:30pm

Valuation Issues with Limited Market Properties (repeated from 1:00) � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Michigan EF

North American Property Tax Developments (repeated at 4:00pm)� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Michigan CZachary T. Atkins, Esq. Sutherland Asbill & Brennan LLP

Jeff Grad, CPA, CBV, MRICS, AACI Equitable Value Inc�

Measuring Economic Obsolescence - Inutility Penalty � � � � � � � Michigan AJohn S. Dritt Southwest Airlines Co�

Charles J. Oeler, CMI Paradigm Tax Group

Inventory Reporting, Assessment, & Appeal (repeated at 4:00pm) � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Michigan GHRick L. Duncan, CMI, Esq. Blackwell & Duncan, PLLC

Selena G. Longway, CMI Altus Group

Sales Tax Tuesday 2:30-3:30pm

Sales/Use Tax Developments in CT, MA, NJ, NY, OH & PA� � �Peninsula AEdward J. Bernert, Esq. Baker & Hostetler LLP

Jeffrey J. Martin PNC Financial Services Group, Inc�

Turn Your Tax Department into a Revenue Producer � � � � � � � � � � Tower AJanette M. Lohman, CMI, CCIP, CPA, Esq. Thompson Coburn LLP

Peggi S. Rockefeller Vertex Inc�

Unclaimed Property � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Tower BStephen Harris, JD, CPA Best Buy Enterprise Services, Inc�

Samantha Petersen, CFE KPMG LLP

Gross Receipts Taxes � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Tower CMark A. Loyd, Esq. Bingham Greenebaum Doll LLP

Jeff McGhehey, CMI, CPA The Home Depot

8 9

4:00-5:00pm Tuesday Concurrent Breakout Sessions (Select One)

Credits & Incentives Tuesday 4:00-5:00pm

East Region Update� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � DirectorsPatricia A. Chow, MBA, CPA Corporate Tax Professional

Matt Lowell Ryan, LLC

Income Tax Tuesday 4:00-5:00pm

States & Sourcing� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Peninsula BCCharles Jones, JD, CPA Grant Thornton LLP

Kelli Murphy, Esq. Ford Motor Company

Property Tax Tuesday 4:00-5:00pm

Real Estate Stands Alone: Impact of Indexing on RE Value � � � Michigan ARobert D. Brazzell Altus Group

Stephen H. Paul, Esq. Faegre Baker Daniels LLP

North American Property Tax Developments (repeated from 2:30pm) � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Michigan C

Low Income Housing � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Michigan EFCraig Cardella, MPA Property Tax Eagle

Mark R. Shonberg, MAI Valbridge Property Advisors

Inventory Reporting, Assessment, & Appeal (repeated from 2:30pm) � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Michigan GH

Sales Tax Tuesday 4:00-5:00pm

Ask the Experts - TX, LA � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Tower ADavid R. Cassidy, Esq. Breazeale, Sachse & Wilson, L�L�P�

Quentin (Doug) Sigel, Esq. Ryan Law Firm LLP

Sampling Plans (repeated from 2:30 on Monday) � � � � � � � � � � � � � � Tower C

Leadership & Team Development (repeated from 1:00)� � � � � � � � � Tower B

Expanded & Unconventional Manufacturing Exemptions � � � �Peninsula ABrian D. Hickey, CPA Deloitte Tax LLP

Lowell T. McLaughlin The Dow Chemical Company

Patricia G. Tuite, CCP The Empyrean Group, LLC

6:00-10:00pm 40th Anniversary Disco-Themed Reception/Dinner Party � � � � � � � � � � � � � Sponsored by Sovos Compliance � � � � � � � � � � � � � � � � � � � � � � � � � � � The Plaza

Wednesday, June 15, 2016

7:00-8:15am Continental Breakfast - Admittance is by badge only � � � � � � Governors’ CD

8:30-9:30am Wednesday Concurrent General Sessions (Select One)

Credits & Incentives Wednesday 8:30-9:30am

Managing the Cost of Free Money (Joint Session with Sales Tax) � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �Tower BC

Michael J. Eickhoff, CCIP Grant Thornton LLP

Brandon K. Hayes, CMI Altus Group

Income Tax Wednesday 8:30-9:30am

Transfer Pricing - Past , Current & Future� � � � � � � � � � � � � � � � � �Peninsula A

Michael J. Bryan, CPA Deloitte Tax LLP

James R. Taylor, Esq., CPA Alliance Data

Property Tax Wednesday 8:30-9:30am

The Role of the Property Tax Manager� � � � � � � � � � � � � � � � � � � � Governors’ E

David C. Fader, CPA Chick-fil-A, Inc�

Kendall Lees, CPA Kohl’s Department Stores, Inc�

Sales Tax Wednesday 8:30-9:30am

Managing the Cost of Free Money (Joint Session with Credits and Incentives) � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �Tower BC

Michael J. Eickhoff, CCIP Grant Thornton LLP

Brandon K. Hayes, CMI Altus Group

Industry Panel - Automotive � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Tower AFred R. DiIorio General Motors CorporationLee A. Sweet-Maier DuCharme, McMillen & Associates, Inc�

June Summers Haas, Esq. Honigman Miller Schwartz and Cohn LLP

9:45-10:45am Wednesday Concurrent General Sessions (Select One)

Credits & Incentives Wednesday 9:45-10:45am

Tax Planning (ASC 740)� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Tower AJohn P. Bennecke, EA True Partners Consulting LLC

Teri Hull, CPA Dart Container Corporation

Income Tax Wednesday 9:45-10:45am

State Audit Techniques � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �Peninsula A

Paul H. Masters, Esq. Shell Oil Company

Mark L. Nachbar, Esq., CPA Ryan, LLC

Property Tax Wednesday 9:45-10:45am

Fee Wars - The Dark Store Theory Awakens � � � � � � � � � � � � � � Governors’ E Sara H. Coers, MAI Pillar Valuation Group, Inc�

Paul M. Jones, Jr., Esq. Paul Jones Law, LLC

Adam C. Strasser, CMI, Esq. Walgreen Co�

Sales Tax Wednesday 9:45-10:45am

Nexus � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �Tower BC

Jaye A. Calhoun, Esq. McGlinchey Stafford PLLC

Stephen P. Kranz, Esq. McDermott Will & Emery LLP

11:00am-Noon Wednesday Concurrent General Sessions (Select One)

Credits & Incentives Wednesday 11:00am-Noon

Most Effective Property Tax Benefits & Incentive Policies (Joint Session with Property)� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Governors’ EBetty W. McIntosh, CPA Cushman & Wakefield, Inc�Daniel M. McRae, Esq. Seyfarth Shaw LLP

Michael D. Powell, CMI General Electric Company

Income Tax Wednesday 11:00am-Noon

Mock Trial - Quill Revisited (Joint session with Sales Tax) � � � � � � � �Tower BCJordan M. Goodman, Esq., CPA Horwood Marcus & Berk CharteredJoe B. Huddleston, Esq., LL.D. Ernst & Young LLP

Margaret C. Wilson, CMI, Esq. Wilson Agosto LLP

Property Tax Wednesday 11:00am-Noon

Most Effective Property Tax Benefits & Incentive Policies (Joint Session with C & I) � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Governors’ EBetty W. McIntosh, CPA Cushman & Wakefield, Inc�

Daniel M. McRae, Esq. Seyfarth Shaw LLP

Michael D. Powell, CMI General Electric Company

Sales Tax Wednesday 11:00am-Noon

Mock Trial - Quill Revisited (Joint session with Income) � � � � � � � � �Tower BCJordan M. Goodman, Esq., CPA Horwood Marcus & Berk Chartered

Joe B. Huddleston, Esq., LL.D. Ernst & Young LLP

Margaret C. Wilson, CMI, Esq. Wilson Agosto LLP

IPT 2016 Annual ConferenceGeneral Program Sponsors

Ad Valorem Assessment Advisors, Inc�Allyn International

DuCharme, McMillen & Associates, Inc�Ernst & Young LLP

Gangloff & Gangloff, Attorneys at LawGrant Thornton LLP

Karen H� BauernschmidtLaw Offices of Nicholas A� Furia, PLLC

Marvin F� Poer and CompanyMcDermott Will & Emery, LLP

National Association of Property Tax AttorneysProperty Tax Assistance Co�, Inc�

Pullman & Comley, LLCReed Smith LLP

R�E� McElroy, LLCRSM US LLP

RyanRyan Law Firm, LLP

Sleggs Danzinger & Gill Co�, LPAStep Up for StudentsTax Advisors Group

Wifi is available in the meeting space. Network name: IPTCON2016

Sponsored by: Bingham Greenebaum Doll LLP

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IPT 2016 Annual Conference Event Sponsors

Sunday Reception Sponsor

Monday Lunch Sponsor

Monday Break Sponsor

Tuesday Lunch Sponsor

Tuesday Evening Sponsor

Internet Service Sponsor

Charging Station Sponsor

Mobile App Sponsor

Resources were made available to the Institute for the Annual Conference through the Institute’s Sponsorship Program. Contributions were made by the companies listed above to defray costs associated with the program. The Institute sincerely appreciates the contributions made to the Annual Conference by the sponsorship participants. For information on how to participate in the Sponsorship Program, visit IPT’s website, www.ipt.org.

IPT 2016 Annual Conference Event Sponsors

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2016 Annual Conference Exhibitors

Avalara � � � � � � � � � � � � � � � � � � Booth 5512 S� Mangum St #100Durham, NC 27701Phone: (844) 418-5000Website: certcapture�avalara�comProduct(s): Avalara CertCapture – Tax Compliance Document Management Solution (sales tax exemption certificates, federal withholding forms, excise business licenses)Category: Tax Compliance

Grant McCarthy Group � � Table 9777 Westchester AvenueWhite Plains, NY 10604Phone: (914)798-9925 Fax: (914)798-9999Email: rdiaz@gmgconsulting�comWebsite: www�gmg-ecm�comProduct(s): GMG-ECMCategory: Sales & Use Tax

Marvin F. Poer and Company � � � � � � � � � � � � � � � � � � � � � � � � � � � Booth 812720 Hillcrest Road, Suite 900Dallas, TX 75230Phone: (972) 770-1100Fax: (972) 770-1101Email: info@mfpoer�comWebsite: www�mfpoer�comServices: Tax Planning, Appeals, Compliance & AdministrationCategory: Property Tax

Rethink Solutions, Inc. | itamlink � � � � � � � � � � � � � � � � � Booth 1 4950 Yonge Street, Suite 2308Toronto, ON M2N 6K1 CanadaPhone: (416) 224-8354/ TF: (877) 454-itam (4826) Fax: (416) 644-5152Email: sales@rethinksolutions�comWebsite: www�rethinksolutions�com | www�itamlink�comProduct(s): itamlink - Property Tax Management SoftwareCategory: Property Tax Ryan, LLC� � � � � � � � � � � � � � � � Booth 213155 Noel Rd� Suite 100Dallas, TX 75240Phone: (972)934-0022Email: info@ryan�comWebsite: www�ryan�comProduct(s): Tax ServicesCategory: Income, Property, Sales, Other

SALTcert � � � � � � � � � � � � � � � � �Table 1119782 MacArthur Blvd, Suite 320Irvine, CA 92612Phone: (424) 238-2046Email: contact@salti�coWebsite: www�saltcert�comProduct(s): SALTcert - Resale and Exemption Certificate ManagerCategory: Sales & Use Tax

Step Up for Students � � � � �Table 101901 Ulmerton Road Suite 180Clearwater, FL 33762Phone: (727)455-8446Email: mgulick@sufs�orgWebsite: www�stepupforstudents�org/Scholarships

Tax Advisors Group, Inc. � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Booth 612400 Coit Road, Suite 1270Dallas, TX 75251Phone: (972) 503-7506Fax: (972) 503-7940Email: lkrebs@taxadvisorsgroup�comWebsite: www�taxadvisorsgroup�comServices: TAG IT™ Business Personal Property SystemCategory: Property Tax

Tax Compliance Inc. | PTMS � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � Booth 310089 Willow Creek Road, Suite 300 San Diego, CA 92131Phone: (858) 547-4100Fax: (858) 547-4101Email: info@taxcomp�comWebsite: www�taxcomp�comProduct(s): PTMS, Insight for PTMS, Document for PTMS, Capture for PTMS

Tax Compliance Inc. | AppealTrack � � � � � � � � � � � � � Booth 4 10089 Willow Creek Road, Suite 300 San Diego, CA 92131Phone: (858) 547-4100Fax: (858) 547-4101Email: info@appealtrack�comWebsite: www�appealtrack�comProduct(s): AppealTrack

Thomson Reuters � � � � � � � � Booth 7 610 Opperman DriveEagan, MN 55123Phone: 888-885-0206 Email: onesource@thomsonreuters�comWebsite: tax�thomsonreuters�com/onesourceProduct(s): ONESOURCE Indirect Tax Software; ONESOURCE Property Tax SoftwareServices: ONESOURCE Indirect Tax; Sales & Use Consulting & Training Category: Software

2016 Annual Conference Exhibitors

Exhibits OpenSunday, June 12: 5:30 - 7:00 pm

Monday, June 13: 7:00 – 8:15 am / 10:05 – 10:45 amTuesday, June 14: 7:00 – 8:15 am / 10:00 - 10:30 am

The Exhibitor Prize Drawings will be held throughout the exhibit� Prizes are provided by the Exhibitors� See the Exhibitor Drawing Card in your registra-tion packet for detailed rules on the 2016 “40th Annual Conference” exhibit activity� You must be present at drawing to win�

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2016 Annual Conference Committee Overall Chair: April M. Nevarez, CMI, XO Communications LLC

Credits and IncentivesSteven A. Carter, CPA, Chair Grant Thornton LLPDan Breen, JD, CPA, LLM JLLMarcus Panasewicz Deloitte Tax LLPRobert G. Wege SumIt Credits, LLCWarren D. Wood, MBA

Income TaxAmy F. Nogid, Esq., Chair Sutherland Asbill & Brennan LLPBreen M. Schiller, Esq., Vice-Chair Horwood Marcus & Berk CharteredAllie Carlson, Esq. Level 3 CommunicationsEddie Delgado, CMI CohnReznick LLPCamilla K. Heard, Esq. The Home DepotEddie Johnston Grant Thornton LLPEileen Rainey Hyatt CorporationJeffrey K. Schuetz, CMI RubinBrown LLPEric L. Stein, CPA Ryan, LLC

Property TaxGregory R. Broege, Esq., Chair Ajalat, Polley, Ayoob & MatareseEdward J. Kuch, III, CMI, Esq., Vice-Chair, Ryan, LLCBenjamin F. Buckles, CMI, JD Crowe Horwath LLPJulie A. CristDiana Curtis MAHLE Industries, Inc.

Jeffrey M. Gradone, Esq. Archer & Greiner, P.C.Mary Hadley Wacker Chemical CorporationChristopher J. Kovalcik, CPA Ryan, LLCJames T. Ryan, III, Esq. Stavitsky & Associates LLCAmy Reilly Sallusti, Esq. Geary, Porter & Donovan, P.C.Marcia N. Shippey-Pryce, CMI WestRockJeffrey Talton Cushman & Wakefield, Inc.

Sales TaxJan Nash, Chair Tyson Foods, Inc.Bridget Rene Kaigler, CPA/CGMA, CMA Vice-Chair Albemarle CorporationLanie A. Carson, CMI Ryan, LLCBrad Danton PricewaterhouseCoopers LLPMartha R. Jefferies Dart Container CorporationLouisa B. Matthews, CMI Deloitte Tax LLPJessica Nowlin Best Buy Enterprise Services, Inc.Monica E. Pollard United AirlinesRandall J. Serpas, CMI KPMG LLPTamara Volmer DISH Network LLCJennifer S. White, Esq. Reed Smith LLP

Golf Co-ChairsKellianne M. Nagy, CMI, CAE Sunbelt Rentals Inc.Mark Perry, CAE Perry & Co.

Standing Committees and Chairs 2015-2016

OVERALL CHAIR Duane W. Dobson, Jr., CMI, CPA KPMG

2015 INCOME TAX SYMPOSIUM Chair Ray Langenberg, Esq.

Vice Chair Mary F. Bernard, CMI, CPA Ryan, LLC

2016 INCOME TAX SYMPOSIUM Chair Christine Hanhausen, Esq. Reed Smith LLP

Vice Chair Claudia P. Jocelyn, CMI PricewaterhouseCoopers LLP

2016 BASIC STATE INCOME TAX SCHOOL Co-Chairs Mark A. Loyd, Esq. Bingham Greenebaum Doll LLP

Mark L. Nachbar, Esq., CPA Ryan, LLC

2016 ADVANCED STATE INCOME TAX SCHOOL Co-Chairs Karen H. Currie, Esq. Jones Day

Matthew D. Melinson, CPA Grant Thornton LLP

Education – Income Tax

OVERALL CHAIR Marcus Panasewicz Deloitte Tax LLP

2015 CREDITS & INCENTIVES SYMPOSIUM Chair Steven A. Carter, CPA Grant Thornton LLP

Co-Vice Chairs Jesse D. Broderick, CCIP, CPA SumIt Credits, LLC

Jennifer Thompson, CPA The Coca-Cola Company.

2016 CREDITS & INCENTIVES SYMPOSIUM Chair Jennifer Thompson, CPA The Coca-Cola Company

Co-Vice Chairs Jesse D. Broderick, CCIP, CPA SumIt Credits, LLC

Allea Newbold, CPA Ryan, LLC

2016 CREDITS & INCENTIVES SCHOOL Chair Michael J. Eickhoff, CCIP Grant Thornton LLP

Vice Chair Brittany Mack, CCIP Walgreen Co.

Education – Credits and Incentives

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Education – Sales and Use TaxOVERALL CHAIR Doug Sigel, Esq. Ryan Law Firm, LLP

2015 SALES & USE TAX SYMPOSIUM Chair Jan Nash Tyson Foods, Inc.

Vice Chair Trisha Fortune, CMI, CPA Ryan, LLC

2016 SALES & USE TAX SYMPOSIUM Chair Trisha Fortune, CMI, CPA Ryan, LLC

Vice Chair Kyle M. Brehm, Esq. PricewaterhouseCoopers LLP

2016 SALES TAX SCHOOL I: Introduction to Sales & Use Taxes Chair Brenda S. Kelley, CMI, CPA Fontaine & Kelley, LLP

Vice Chair Kathleen L. Peavley, CMI HD Supply

2016 SALES TAX SCHOOL II: Theory & Practice for the Experienced Sales & Use Tax Professional Chair Kathleen M. Holston, CMI, CPA Global Tax Management, Inc.

Vice Chair Diane J. Matulich, CMI, CPA Advanced Micro Devices, Inc.

Education – Multidisciplinary

DISTANCE LEARNING Chair Robert D. Butterbaugh, CMI Butterbaugh Tax Solutions Group LLC

Co-Vice Chairs Barbara A. Hahn, CMI KPMG LLP

Selena G. Longway, CMI Altus Group

2015 VALUE ADDED TAX SYMPOSIUM Co-Chairs Carlos V. Hernandez, CMI Ernst & Young LLPFaranak Naghavi, CPA Ernst & Young LLP

2016 VALUE ADDED TAX SYMPOSIUM Co-Chairs Carlos V. Hernandez, CMI Ernst & Young LLP

Colleen M. Freeburg General Motors Company

Education – Value Added Tax

OVERALL CHAIR Paul A. Wilke, CMI Weingarten Realty Investors

2015 PROPERTY TAX SCHOOL Chair Rick H. Izumi, CMI ITA, LLC

Vice Chair Thomas D. Blair, CMI Blair Tax Consulting

2015 PERSONAL PROPERTY TAX SCHOOL Chair Kellianne M. Nagy, CMI, CAE Sunbelt Rentals, Inc.

Vice Chair Diane D. Brown, CMI Kinder Morgan, Inc.

2015 REAL PROPERTY TAX SCHOOL Chair Michael D. Larson, CMI, ASA Simon Property Group

Vice Chair Todd W. Heinrichs, CMI Ernst & Young LLP

2015 PROPERTY TAX SYMPOSIUM Chair Gregory R. Broege, Esq. Ajalat, Polley, Ayoob & Matarese

Vice Chair Daniel Carroll, CMI Grant Thornton LLP

2016 PROPERTY TAX SCHOOL Chair Rick H. Izumi, CMI ITA, LLC

Vice Chair Thomas D. Blair, CMI Blair Tax Consulting

2016 PERSONAL PROPERTY TAX SCHOOL Chair Charles Alan Long, CMI Ernst & Young LLP

Vice Chair Diane D. Brown, CMI Kinder Morgan, Inc

2016 REAL PROPERTY TAX SCHOOL Chair Michael D. Larson, CMI, ASA Simon Property Group

Vice Chair Todd W. Heinrichs, CMI Ernst & Young LLP

2016 PROPERTY TAX SYMPOSIUM Chair Kevin M. Clyne, Esq. Herman Katz Cangemi & Clyne, LLP

Vice Chair Daniel Carroll, CMI Grant Thornton LLP

ADVANCED PROPERTY TAX EDUCATION Chair Lynn D. Krebs, CMI, PhD Tax Advisors Group, Inc.

Vice Chair Donald L. Lippert, Jr., CMI Grant Thornton LLP

Education – Property Tax

Education – Industry / Regional Workshops

2016 NW PROPERTY TAX SEMINAR ChairMichelle DeLappe, CMI, J.D., LL.M. Garvey Schubert Barer

2015 MANUFACTURING AND RELATED INDUSTRIES: SALT WORKSHOP Chair Tarah M. Seehafer Weyerhaeuser Company

2016 GOVERNMENT CONTRACTING REGIONAL SEMINAR Chair Rhonda E. Chancey, CPA Lattimore Black Morgan & Cain P.C.

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OVERALL CHAIR Jeremiah T. Lynch, CMI, CCIP Ryan, LLC

CMI - INCOME TAX Chair John J. Small, CMI Dixon Hughes Goodman LLP

CMI - PROPERTY TAX Chair Mark S. Hutcheson, CMI, Esq. Popp Hutcheson PLLC

Vice Chair David H. LeVan, CMI Advantax, Inc.

CMI - SALES & USE TAX Chair Vicki C. Harris, CMI FedEx Corporation

Vice Chair Michele D. Swanson, CMI Turner Broadcasting System, Inc.

CCIP - CREDITS & INCENTIVES Chair Dean J. Uminski, CCIP, CEcD Crowe Horwath LLP

Vice Chair Minah C. Hall, CCIP, Esq. True Partners Consulting LLC

Professional Designation

ADMISSIONS Chair Scott E. Gattis, CMI Delek US Holdings

ADVISORY COUNCIL Chair Arthur E. Bennett, CMI Property Tax Assistance Co., Inc.AWARDS Chair Heidi R. Thomas, CMI Apollo Education Group, Inc.CANADIAN LIAISON Chair Kenneth R. Marsh, CMI TransCanada Pipelines Limited

CMI/CCIP PROMOTION Chair Mary F. Bernard, CMI, CPA Ryan, LLC

EDITORIAL Chair Clark R. Calhoun, Esq. Alston & Bird, LLP

Vice Chair Jennifer Zimmerman, Esq. Horwood Marcus & Berk Chartered

EDUCATION FUND Chair Daniel Peterson, CMI, CPA National Bureau of Property Administration, Inc.

GOVERNMENT RELATIONS Chair Andrew P. Wagner, CMI, JD, LLM FedEx Corporation

Other Standing Committees

JOINT ABA/IPT ADVANCED TAX SEMINARS OVERALL CHAIR Stewart M. Weintraub, Esq. Chamberlain, Hrdlicka, White, Williams & Aughtry

2016 ADVANCED INCOME TAX SEMINAR ABA Co-Chairs Gregg D. Barton, Esq. Perkins Coie LLPRaymond J. Freda, Esq. Andersen Tax LLCStephanie Anne Lipinski Galland, Esq. Williams Mullen PCErica L. Horn, CPA, Esq. Stoll Keenon Ogden PLLCDavid A. Hughes, Esq. Horwood Marcus & Berk CharteredLeah Robinson, Esq. Sutherland Asbill & Brennan LLPIPT Co-Chairs Eric J. Coffill, Esq. Sutherland Asbill & Brennan LLPS. Lucky DeFries, Esq. Coffman DeFries & Nothern, P.A.June Summers Haas, Esq. Honigman Miller Schwartz and Cohn LLPJanette M. Lohman, CMI, CCIP, CPA, Esq. Thompson Coburn LLPGlenn C. McCoy, Jr., Esq. KPMG LLPJudith B. Vorndran, CPA, Esq. Tax Ops, LLCMargaret C. Wilson, CMI, Esq. Wilson Agosto LLP2016 ADVANCED PROPERTY TAX SEMINAR ABA Co-Chairs Angela W. Adolph, Esq. Kean Miller LLPMark A. Engel, Esq. Bricker & Eckler LLPJohn H. Gadon, Esq. Lane Powell PC

Charles J. Moll III, Esq. Winston & Strawn LLPIPT Co-Chairs J. Elaine Bialczak, Esq. Compton & Associates, LLPEdward Kliewer III, Esq. Norton Rose Fulbright US LLPMark A. Loyd, Esq. Bingham Greenebaum Doll LLPMichele M. Whittington, Esq. Stites & Harbison, PLLCThomas R. Wilhelmy, Esq. Fredrikson & Byron, P.A.2016 ADVANCED SALES TAX SEMINAR ABA Co-ChairsJ. Whitney Compton, Esq. Compton & Associates, LLPJames W. Dawson, Jr., Esq. Miles & Stockbridge P.C.Stephanie Anne Lipinski Galland, Esq. Williams Mullen PCLynn Gandhi, Esq., CPA Honigman Miller Schwartz and Cohn LLPRobert Lee Mahon, Esq. Perkins Coie LLPDoug Sigel, Esq. Ryan Law Firm, LLPMark F. Sommer, Esq. Frost Brown Todd LLCIPT Co-Chairs Mary T. Benton, Esq. Alston & Bird, LLPJaye A. Calhoun, Esq. McGlinchey Stafford, PLLCAngela Deamico, CMI Ryan, LLCOlga Goldberg, Esq. Sutherland Asbill & Brennan LLPBrian S. Goldstein, Esq. PricewaterhouseCoopers LLPMark E. Holcomb, Esq. Madsen Goldman & Holcomb, LLPJefferson Poole, Esq. Tax Credit Co.

Joint Education

2322

LEGAL Chair Kyle O. Sollie, CMI, Esq. Reed Smith LLP

LOCAL LUNCHEON LIAISON Chair Kathleen A. Foster, CMI Dimension Data North America Inc.

MEMBER CONNECTIONS Chair Jamie Paul Stottlemyre, CMI, CPA Ryan, LLC

MEMBERSHIP PROMOTION Chair Carolyn M. Shantz, CMI, CPA Superior Energy Services, Inc.

NOMINATING Chair Arthur E. Bennett, CMI Property Tax Assistance Co., Inc.

PROFESSIONAL ETHICS Chair Michael R. Garatoni, Esq. Garatoni, Breen & Malone, Inc.

SPONSORED RESEARCH Chair Arthur R. Rosen, Esq. McDermott Will & Emery LLP

Vice Chair Bob G. Adair, CMI Phillips 66 Company

UNIVERSITY RELATIONS Chair Gwendolyn S. Evans, CMI Ryan, LLC

Vice Chair Billy D. Cook

WICHITA PROGRAM PLANNING IPT Representative Mark F. Semerad, CMI, Esq. Level 3 Communications

Other Standing Committees, continued

OFFICERS

President Margaret C. Wilson, CMI, Esq. Wilson Agosto LLPFirst Vice President Kellianne M. Nagy, CMI Sunbelt Rentals, Inc.

Second Vice President Allan J. Wells, CMI ABB, Inc.Immediate Past President Arthur E. Bennett, CMI Property Tax Assistance Co., Inc.

BOARD OF GOVERNORS

Carolyn L. Carpenter, CMI JMC Express, Inc. (2013-2016)Leslie S. Fisher, CMI E. I. Du Pont de Nemours & Company (2014-2017)Garfield A. Grant, CMI, CPA DuCharme, McMillen & Associates, Inc. (2013-2016)Rick L. Johnson, CMI Belk Stores Services, Inc. (2015-2018)Kenneth R. Marsh, CMI TransCanada Pipelines Limited (2014-2017)

April M. Nevarez, CMI XO Communications LLC (2015-2016)Carolyn M. Shantz, CMI, CPA Superior Energy Services, Inc. (2014-2017)Tommy L. Twomey, CMI Tesoro Companies, Inc. (2015-2018)David H. LeVan, CMI Advantax, Inc. (2015-2018)

IPT Board of Governors 2015 - 2016

Corporate Counsel Lee A. Zoeller, CMI, Esq.

Reed Smith LLP

IPT Executive Director Chris G. Muntifering

Wifi is available in the meeting space. Network name: IPTCON2016

Sponsored by: Bingham Greenebaum Doll LLP

Tickets: Each conferee who registers with IPT, and registered spouses/guests will receive tickets for the Sunday and Monday evening receptions and for the Tuesday night anniversary party. Six beverage tickets are also included in your packet; two for each reception on Sunday and Monday night and two for the Tuesday night party. Also included are two prize-drawing tickets, which need to be turned in at the end of the last session on Monday and Tuesday for the session attendance drawing, and an exhibitor card for those prize drawings. Spouse/Guest Program: Spouses/Guests may register at the IPT registration desk for the Sunday and Monday night receptions and the Tuesday night anniversary party.

Tape recording of sessions is not permitted.

Consent to Use of Photographic Images: Photos will be taken at this event and may be published in IPT publications, multimedia presentations, website, LinkedIn and Facebook pages, and other IPT related social media sites. Registration and attendance at, or participation in, IPT meetings or other activities constitutes agreement by the registrant/speaker/attendee to IPT’s use and distribution of the registrant’s, speaker’s, or attendee’s image or voice in photographs, videotapes, electronic reproductions, and tapes of such events and activities.

New members and those not familiar with IPT are encouraged to attend the Member Connections Welcome on Sunday from 5:00 to 5:30 PM. The IPT President and Confer-ence Chair will give a brief introduction regarding what the Institute has to offer, and will answer any questions you would like to ask about IPT. Following the Member Connec-tions Welcome on Sunday evening, there will be opportunity to spend some time with a senior IPT member.

Institute Policies: The Institute has a long-standing policy which prohibits any planned hospitality suites or entertaining by individual members for business solicitation purposes. All social events are scheduled by the Institute, and each member’s participation in these activities is most appreciated. Members attend-ing the Conference should make every effort to attend each social and business function, thereby supporting the organization. The Institute has a policy pro-hibiting non-IPT literature and distribution of gifts (except in the exhibit room area and event sponsorship locations) and the solicitation of business during the Annual Conference. Use of IPT registration lists (any school, symposium, sem-inar or conference registration list, or the Membership Directory) for business solicitation is also prohibited.

The Institute is an organization that promotes professional certification, educa-tion, ethical practices, and discussion of issues of mutual concern with other tax professionals. IPT does, however, prohibit the solicitation of business at Institute functions. Because this is difficult to define, it is requested that, if you feel that you are being solicited, you please advise the person soliciting you that his or her solicitation is unwanted. If the behavior persists, please notify the IPT staff immediately so the matter can be directly addressed.

We expect that all attendees will comply fully with these official policy positions of the IPT Board of Governors.

General InformationContinuing Education Credits: Approximately sixteen CPE credits (including one IPT ethics credit hour) are available for full attendance Monday through Wednesday. Each attendee will be able to request a copy of his or her scanned attendance (Certificate of Attendance) through the IPT website on the “My Participation” tab approximately two weeks after the end of the program. The Institute for Professionals in Taxation® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been based on a 50-minute hour. As required by regulatory agencies, IPT must verify individual attendance at ses-sions in order to grant Continuing Education Credits. Each attendee’s name badge has a unique barcode that identifies that individual. All current CMIs and CCIPs registered for the Conference will have a special color-coded badge to signify the CMI and CCIPs designation. In order to obtain CE credit, each individual must scan his or her bar-coded badge during the first 15 minutes of each session. No credit for the session will be given to un-scanned attendees.CMIs and CCIPs will receive hour-for-hour continuing education credits for actual session attendance.Prerequisites: Minimum 3 years of professional experience • Program Level: Advanced • Advance Preparation Required: None • Recommended Field of Study: Taxation & Regulatory Ethics • Instructional Method: Group LiveAccess to Conference Materials: Conference materials are available online for access by program attendees. Click the sign-in button on the upper right-hand corner of the home page and login with your Username (Member ID #) and password; it will take you back to the home page. Click on your name in the top right-hand corner of the home page, then click the “My Participation” tab on your member page where you will see meetings for which you are currently registered. Find the 2016 Annual Conference Program and go to the Click Here link on the right under Program Info to view and print available materials. All attendees have access to the printable program.Name Badges: Badges will admit participants to general and concurrent sessions and must be worn by those who attend social events. Admittance by badge will be strictly enforced. All CMIs and CCIPs will have a yellow badge.

Fortieth Anniversary Disco Party: Tuesday, 6:00 - 10:00 p.m. Come dressed in your disco best, including bell bottoms, platform shoes and sequins, or if you’re not feeling disco fabulous come dressed for comfort – khakis, polo shirts, skirts and sweaters. The weather can change pretty quickly when you’re by a lake, so don’t forget to pack an extra sweater or sweatshirt in case it gets chilly. This event is included in the registration fee for attendees; additional guest tickets are available for purchase for $100 each. Admittance is by badge/ticket. Fortieth Anniversary Disco Party is sponsored by Sovos Compliance

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Grand Traverse Resort Hotel 100 Grand Traverse Village Blvd. Acme, MI 49610-0404 Phone: 1-231-534-6000

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Institute for Professionals in Taxation®1200 Abernathy Road N. E.

Building 600, Suite L-2 Atlanta, Georgia 30328

Phone: 404/240-2300 Fax: 404/240-2315

www.ipt.org