Speakers
To view a speaker’s biography, click on their name.
Keynote Speakers
Tom Brown
- Second Curve Capital
- CEO
Tom Brown is the CEO of Second Curve Capital, a New York-based money management firm that invests primarily in financial services companies. He is also a contributing editor at Bloomberg television and the founder of bankstocks.com, a research-oriented website that focuses on financial services companies.
Prior to starting Second Curve in 2000, Tom headed the North American financial services team at Tiger Management in New York. Before that, he spent 15 years on the sell side covering the financial services industry at Donaldson, Lufkin & Jenrette, PaineWebber, and Smith Barney. Institutional Investor magazine rated Tom as a top-ranked bank analyst on Wall Street for 12 consecutive years and was the #1 ranked regional bank analyst for 8 of his last 9 years on the sell-side.
Tom began his career as an equity analyst at Kemper Financial Services in Chicago in 1980. He holds a B.A. in accounting from Miami University, Oxford, Ohio.
Pamela F. Olson
- Skadden, Arps, Slate, Meagher & Flom LLP
- Partner, Washington Office Tax Group; Former Assistant Secretary for Tax Policy, U.S. Department of the Treasury
Pamela F. Olson currently serves as head of the firm's Washington office Tax Group and formerly was an assistant secretary for tax policy at the U.S. Department of the Treasury.
Since rejoining Skadden, Ms. Olson has represented clients in a broad range of matters, including IRS audits, appeals and litigation; congressional investigations; private letter ruling requests and other administrative guidance; and in the submission of comments on proposed regulations. She also has advised clients on tax and social security reform, legislative matters and the structuring of transactions. She is a frequent speaker on tax, economic and federal budget matters and has testified before several congressional committees.
As assistant secretary for tax policy, Ms. Olson had supervisory responsibility for providing the secretary of the treasury with policy analysis and recommendations for all domestic and international issues of federal taxation, including legislative proposals, regulatory guidance, and tax treaties, and for providing the official estimates of all government receipts for the president’s budget and treasury cash management decisions. Prior to joining Skadden in 1986, Ms. Olson held positions with the chief counsel’s office of the Internal Revenue Service as special assistant to the chief counsel, attorney-adviser in the Legislation and Regulations Division and trial attorney in San Diego District Counsel.
In 2000 and 2001, Ms. Olson was the first woman to serve as chair of the American Bar Association Section of Taxation. She served as a senior economic adviser to the Bush-Cheney campaign and as federal tax adviser to the National Commission on Economic Growth and Tax Reform. She has been included repeatedly in Chambers USA: America’s Leading Lawyers for Business and The Best Lawyers in America for tax law. Ms. Olson serves as a Regent of the American College of Tax Counsel and on the board of several tax exempt organizations. She received distinguished service awards from the Federal Bar Association and from Tax Executives Institute.
Honors
- Alexander Hamilton Award, United States Department of the Treasury (2004)
- Commissioner’s Award, Internal Revenue Service (2004)
- Distinguished Service Award, Tax Executives Institute (2004)
- Federal Bar Association Kenneth S. Liles Award for Distinguished Service (2004)
- Outstanding Achievement Award, Board of Regents of the University of Minnesota (2002)
Speakers A–Z
Bob Adams
- RSM McGladrey Inc.
- Managing Director
Bob Adams leads the firm’s Washington National Tax IRS Practice and Procedure team. He advises clients on a host of tax issues such as effectively managing Internal Revenue Service examinations, resolving controversies, using pre-filing and post-filing resolution techniques, appealing unresolved examination issues, abating penalties, resolving interest and statute of limitations issues, accessing IRS Alternative Dispute Resolution processes and requesting private letter rulings.
Prior to joining RSM McGladrey, Bob spent nine years with the IRS. During that time, he served as Senior Advisor to the Commissioner and Deputy Commissioners, Large & Mid-Size Business Division (LMSB), now the Large Business & International Division (LB&I), and Senior Industry Advisor to the Director of Heavy Manufacturing & Transportation.
Bob’s previous experience includes: Director, Tax Research and Planning for Nortel Networks; Vice President, Income and Franchise Taxes at MCI; General Tax Council for Halliburton Company; Director of Taxes at Western Atlas International, Inc.; and Vice President, Corporate Services - Director of Tax for the Ingram Group.
A frequent speaker at domestic and international tax seminars, Bob has addressed groups including Tax Executives Institute (TEI), American Bar Association Tax Section, DC Bar Tax Section, Tax Council Policy Institute, Tulane Tax Institute, University of Chicago Law School, World Trade Institute of New York, Multistate Tax Commission, The IRS and Various state CPA societies.
James W. Ahern
- Ally Financial Inc
- Senior Treasury Tax Advisor
James W. Ahern is the Senior Treasury Advisor at GMAC Financial Services in New York City. He is responsible for treasury and capital markets tax matters including securitizations, borrowings, tax dealing and hedging, product taxation and debt restructurings. Previously, he was the SVP–Corporate Tax Director at Regions Financial Corporation. Mr. Ahern received his BS in Accounting from St. John’s University, and his MBA in Taxation from Pace University.
Keith Anzel
- Citigroup Global Markets
- ICG Chief Tax Officer
Keith Anzel is a Managing Director of Corporate Tax and Chief Tax Officer for Citigroup’s Institutional Client Group (ICG). Corporate Tax is responsible for managing the global tax aspects for ICG which includes being responsible for its global tax planning, review of tax-structured products, tax aspects of international mergers and acquisitions, audit issues, tax legislative matters, global tax compliance, etc.
He joined Citigroup in May 1983 as a Director in the Corporate Tax Department. During the past 27 years with Citigroup, he has primarily worked in the Corporate Tax function having a variety of responsibilities including the tax compliance, tax accounting, tax audits, and international mergers and acquisitions. For approximately 3 years, he worked on a variety of special projects outside of the tax function, including analyzing the Firm’s regulatory capital requirements and efficiently effectuate the transfer of excess capital back to the parent company.
Prior to joining Citigroup, he began his career in 1976 with Arthur Andersen & Company. During his 7 years with Arthur Andersen, he worked in the Tax Department for large multi-national clients in a variety of industries. He was promoted to Tax Manager in 1980 and left Arthur Andersen in 1983 to join Citigroup which was one of his clients.
Keith represents Citigroup at various industry associations including the Securities Industry Financial Markets Association (SIFMA) and Wall Street Tax Association. He is a frequent speaker at tax conferences and meets with government officials regarding various tax matters.
Keith received a BBA degree from Baruch College, New York, in June 1976.
Rick Bailine
- Washington National Tax
- Managing Director
Rick Bailine leads the Washington National Tax Corporate Tax and Transactions team. He advises clients regarding transactions, including mergers, spin-offs, internal restructurings and cross-border acquisitions. Rick is a Contributing Editor and Advisor to Corporate Taxation, where he previously authored a bimonthly column analyzing private letter rulings addressing corporate tax issues. He has also written numerous articles for other tax publications, including The Tax Advisor, Journal of Taxation and Journal of Bank Taxation. A frequent lecturer on mergers and acquisitions, Rick instructs a variety of continuing professional education courses. Prior to joining RSM McGladrey, Rick was with KPMG, where he was principal-in-charge of the Corporate Tax Group in the Washington National Tax Practice. Before that, he served in the Corporate Reorganization branch of the National Office of the Internal Revenue Service, Office of the Chief Counsel in Washington, D.C., where he had the authority to sign private letter rulings and technical advice memoranda on behalf of the IRS. He was selected to write precedential revenue rulings for publication in the Internal Revenue Bulletin and received an award for sustained superior performance for his work in corporate acquisitions and liquidations.
Tom Brown
- Second Curve Capital
- CEO
Tom Brown is the CEO of Second Curve Capital, a New York-based money management firm that invests primarily in financial services companies. He is also a contributing editor at Bloomberg television and the founder of bankstocks.com, a research-oriented website that focuses on financial services companies.
Prior to starting Second Curve in 2000, Tom headed the North American financial services team at Tiger Management in New York. Before that, he spent 15 years on the sell side covering the financial services industry at Donaldson, Lufkin & Jenrette, PaineWebber, and Smith Barney. Institutional Investor magazine rated Tom as a top-ranked bank analyst on Wall Street for 12 consecutive years and was the #1 ranked regional bank analyst for 8 of his last 9 years on the sell-side.
Tom began his career as an equity analyst at Kemper Financial Services in Chicago in 1980. He holds a B.A. in accounting from Miami University, Oxford, Ohio.
Maria Bruggink
- Wipfli - Financial Institutions Practice
- Partner
Maria Bruggink leads Wipfli’s Financial Institutions Practice in the tax area. She provides guidance and firmwide planning on financial institution issues, new law changes, and tax compliance. Her 20 years of tax experience have taught her to be innovative so her clients pay the least amount of taxes possible. Maria’s highly technical abilities and patient personality have helped define her research and problem-solving skills to her clients’ advantage. Maria is able to take highly technical information and explain it thoroughly in clear and understandable terms to her clients. In addition to financial institutions, she has extensive experience with startup and emerging businesses, as well as large, publicly traded companies. Wipfli clients find Maria to be creative and innovative in planning for tax minimization. Her highly technical knowledge of federal and state tax laws allows her to assist clients in taking full advantage of tax laws. Professional Organizations and Activities An accomplished and frequent speaker on tax issues, Maria has presented at the Wisconsin Institute of Certified Public Accountants financial institution tax update. She is also a member of the Wisconsin Bankers Association Committee, working with the Wisconsin Department of Revenue on Nevada subsidiary issues.
Patti Burquest
- RSM McGladrey, Inc.
- Managing Director - Tax Controversy Services, Washington National Tax
Patti leads the Washington National Tax team in the area of tax controversy. With over 25 years handling IRS Examination and Appeals matters, her experience includes Alternative Dispute Resolutions including: Pre-Filing Agreements, Advance Issue Resolution (AIR) Agreements, Voluntary Compliance Agreements, Fast Track Settlements/Mediations, Appeals Settlements and Post Appeals Mediations. Patti also specializes in penalty and interest abatements, IRS account issues, 9100 relief for missed elections and IRS filing issues. As the former KPMG National Principal-in-Charge, Complex Interest Services practice, and a Principal in the Tax Controversy Services practice, Patti has advised clients on IRS matters, handled Examination and Appeals cases (including Alternative Dispute Resolution cases), and successfully obtained abatements (and refunds) of penalties and interest. She also served on a national team advising clients on Net Operating Loss Carryback issues and assisted hundreds of clients to expeditiously obtain tax refunds. Patti has developed excellent relationships with IRS in the Examination, Appeals and Service Center functions. Previously, Patti was with the IRS Chief Counsel’s Office for seven years where she served as a National Office attorney and technical advisor to the IRS Chief Counsel and to the Special Counsel (Large Case). Her office managed the Chief Counsel’s Industry Specialization Program. Patti pioneered the Intangibles Settlement Program which successfully resolved approximately 70 percent of the IRS’s intangibles issues inventory. She also served as Acting Special Counsel to the Director of the IRS Advance Pricing Agreement (APA) Program. Prior, Patti was with Arthur Young & Co, providing tax consulting and tax planning services and assisting in the development of various tax-advantaged financing transactions.
Bar Admissions:
- Admitted in Florida and the District of Columbia;
- Admitted to practice in the United States Tax Court.
Education:
- J.D., LL.M, (Taxation), University of Florida; * B.A., Summa Cum Laude, University of Florida.
John Cederberg, CPA
- Cederberg & Associates
- Partner
John is a Partner with Cederberg & Associates, certified public accountants engaged in the practice of business and tax consulting in Lincoln, Nebraska. His principal areas of practice in the banking industry are S Corporation and QSub Elections, changes of control and the related regulatory filings, consultation and representation regarding the federal, state, and multi-state taxation of banks and bank holding companies, and the transition of management and ownership of closely held institutions to the successor generation. Outside the banking industry, Mr. Cederberg advises on the creation and operation of limited liability companies, advises on changes of control and transition planning for other closely held businesses, is an accounting adviser in bankruptcy proceedings, and is a part-time tax lobbyist in Nebraska. He is a former member of the Advisory Board of the Bank Tax Institute and has co-chaired the Community Bank Tax Workshop since its inception in 1995. Mr. Cederberg is the editor of Tax and Accounting Letter for the Nebraska Independent Bankers Association. He received his Bachelor of Arts degree from Dana College and Masters of Arts degree from the University of South Dakota. Mr. Cederberg also studied at Georgetown University.
Eric Chun
- Ernst & Young LLP
- Principal, Financial Services
Based in New York, Eric Chun is a member of Ernst & Young LLP’s International Tax Services practice. As a member of the Financial Services Office, Eric works primarily with banks, insurance companies and asset managers in the areas of outbound and inbound US taxation, derivatives and capital markets transactions. Prior to joining Ernst & Young LLP, Eric worked in investment banking for seven years. He structured complex transactions across different asset classes for banks and their clients. Earlier in his career, he was a tax lawyer at a New York law firm.
Ron J. Copher
- Glacier Bancorp, Inc. (Advisory Board Member)
- CFO, and Director of Taxation
Ron is CFO and Director of Taxation for Glacier Bancorp, Inc. (NASDAQ: GBCI), a multi-state bank holding company headquartered in Kalispell, Montana. His responsibilities include working closely with the banking subsidiaries in merger and acquisitions, financial accounting and tax issues, strategic planning, asset/liability management and budgeting. Prior to joining Glacier Bancorp, Inc. in December 2006, Ron was CFO and Director of Taxation for Oak Hill Financial, Inc., headquartered in Jackson, Ohio. His responsibilities included working closely with the banking, consumer finance, title insurance and employee benefits subsidiaries in accounting and tax issues, merger and acquisitions, strategic planning, investment portfolio management and budgeting. Prior to joining Oak Hill Financial, Inc. in July 1999, Mr. Copher was a partner in the Los Angeles office of Grant Thornton LLP, where he last served as partner-in-charge of the Financial Services practice for Grant Thornton’s Southern California offices in addition to serving on the firm’s National Financial Services Committee. In his practice, Mr. Copher specialized in the taxation of financial institutions and advised clients in the tax planning for acquisitions of target companies and branch purchases. Mr. Copher has also advised clients in design and administration of stock option and other stock incentive plans, deferred compensation arrangements, installation of Employee Stock Ownership Plans (“ESOPs”), and other employee benefit plans. He co-authored the article “Modeling Executive Stock Options Exercise Behavior: A Mathematical Approach” in addition to his earlier article “Can You Afford Your Stock Options” as well as other articles appearing in Taxation for Accountants, Ohio Community Banker, Bank Auditing and Accounting Report and the Grant Thornton LLP publications, Currency and Tax & Business Advisor.
Steven Corrie
- Security National Bank
- Treasurer
Steven W. Corrie is Treasurer for Security National Bank in Sioux City, Iowa. His responsibilities include accounting, auditing, taxes, asset-liability management, bank acquisitions, and holding company consolidation. Mr. Corrie received his B.S. in Business and Economics from Morningside College. He is a past member of the American Bankers Association Taxation Committee, and is currently serving on the Iowa Bankers Association Bank Management Committee. He is a Certified Management Accountant.
Cyrus Daftary
- Burt, Staples & Maner, LLP
- Partner
CYRUS DAFTARY is a Partner at Burt, Staples & Maner, LLP specializing in international taxation and regulatory compliance. Mr. Daftary has particularly extensive experience with the United States withholding and reporting rules for U.S. and non-U.S. persons, as well as the U.S. Patriot Act and various anti-money laundering regimes, the European Savings Directive, and e-commerce issues. Mr. Daftary has worked with a large number of major financial institutions and multi-national corporations, and continues to do so as an advisor and executive member of Compliance Technologies International, LLP; in this capacity, he addresses the problems associated with compliance obligations and implements operational, systemic processes, outsourcing, and IT solutions to ensure prospective compliance with these rules. Mr. Daftary has extensively lectured and published in the areas of anti-money laundering, the European Savings Directive, international withholding and reporting, tax technology, and e-commerce topics as part of both his academic and private practice. Mr. Daftary is co-author of three editions of the E-Business Legal Handbook, and has taught courses on cyber-law, Internet taxation and e-commerce as an adjunct professor at Suffolk University School of Law, Northeastern University’s Master of Taxation program and Suffolk University’s Frank Sawyer School of Business.
Colleen M. Delger
- Washington Trust Bank
- Assistant Vice President and Tax Manager
Ms. Delger is an Assistant Vice President and Tax Manager for Washington Trust Bank, a regional bank headquartered in Spokane, Washington. She has been with the company for 7 years. Prior to joining Washington Trust Bank, she worked in public accounting for 20 years, specializing in tax and litigation support. Ms. Delger is a CPA and received her B.A. from the University of Montana. She is a member of the American Bankers Association Taxation Committee and Information Reporting Advisory Group and a member of the American Institute of Certified Public Accountants and the Washington Society of Certified Public Accountants.
Dominick Dell'Imperio
- PriceWaterhouseCoopers
- Tax Partner
Dominick is one of PwC’s primary global resources on FATCA and the leader of PwC’s Global Information Reporting practice. He has led several tax reporting and cost basis engagements for financial and non-financial services companies.
Dominick works with the US firm’s Washington National Tax practice and PwC’s Global FATCA community on FATCA engagements where he serves as a tax resource. He has also been involved in information reporting engagements, which includes reviewing business unit operations, identifying compliance deficiencies, assisting with the development of process remediation plans and testing to ensure compliance.
Prior to joining PwC, Dominick held various positions in financial services industry including Tax Function Leader and Assistant Controller at a large regional financial institution.
Dominick is a frequent speaker at conferences, webcasts and roundtables on issues related to information reporting, FATCA and cost basis reporting. He is a CPA licensed in Maryland and New York, and a member of the AICPA and Wall Street Tax Association.
Walter B. Doggett, III
- The Wilmington Trust Company (Advisory Board Member)
- Vice President & Corporate Tax Director
Walter B. Doggett III currently serves as the VP of Taxes for ETrade Financial Corporation in Arlington, Virginia. He is responsible for the company's overall tax function which includes tax planning, tax research, tax compliance, and tax audits. Prior to joining ETrade, Mr. Doggett served as the Corporate Tax Director with The Wilmington Trust Company in Wilmington, Delaware. Prior to that, Mr. Doggett served as the Group Vice President and Corporate Tax Director for Chevy Chase Bank in Bethesda, Maryland, and as Senior Vice President and Corporate Tax Director for Riggs Bank in Washington, D.C. Mr. Doggett received a B.S. in Finance degree from the University of Virginia, M.S. in Tax and M.S. in Leadership degrees from Georgetown University, and M.S. in Finance and MBA degrees from Loyola University Maryland, and a J.D degree from the University of Maryland. His professional memberships have included the Tax Executives Institute – President of the Baltimore/Washington Chapter, the American Bankers Association – Taxation Committee, and the AICPA – Tax Practice & Procedures Committee. Mr. Doggett is a Certified Public Accountant, Certified Financial Planner, and Chartered Financial Consultant.
Patrick Egan
- New York Community Bancorp (Advisory Board Member)
- Director - Tax Planning
Bio coming soon.
Joe Ferst
- Deloitte Tax LLP
- Director
Joe Ferst has over 25 years of experience serving banks, REMICs, REITs, and real estate and investment partnerships. He co-leads Deloitte’s TARDI (Tax Analysis and Information Reporting for Distressed Debt Investments) service line serving clients investing in distressed debt and debt securities.
Joe was one of the lead specialists in the development of the tax structures and positions for the GNMA REMIC program and was one of the original strategists in the development of the Umbrella Partnership structure for Real Estate Investment Trusts.
Joe has been published in a number of journals and is a contributing author to two editions of The Handbook of Commercial Mortgage-Backed Securities and has co-authored three editions of the Real Estate Investment Trusts Handbook. He is a member of the BNA Tax Management Real Estate Advisory Board and Deloitte’s Financial Instruments Tax Competency Group leadership team.
Joe is a frequent speaker and has been quoted in the Atlanta Business Chronicle, Bloomberg Business News, The Wall Street Journal, The New York Times, The Washington Post, the Los Angeles Times, Chicago Daily Law Bulletin, National Mortgage News, and Real Estate Finance Today.
Joe is a Certified Public Accountant in Georgia and New York. He is also a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.
Joe is a Magna Cum Laude graduate of the State University of New York at Binghamton with a major in Accounting.
Dean M. Fischbeck
- Bank of America (Advisory Board Member)
- Senior Vice President
Dean M. Fischbeck is a Senior Vice President with Bank of America and is its Global Federal Tax Audit and Controversy Senior Manager. He has been with the company for 18 years. During this time he has been in charge of tax audit management for Security Pacific (Los Angeles), BankAmerica (San Francisco), and NationsBank/Bank of America (Charlotte). He has also managed the final tax audits of numerous acquired banks and corporations, including Continental Bank, Boatmen’s Bank, Barnett Banks, and now FleetBoston. He has dealt with the full spectrum of domestic and international banking issues at the examination, appeals, litigation, and technical advice stages. In 2002 he was instrumental in helping Bank of America and the IRS conclude the largest single settlement of tax years and issues ever: 7 major predecessor consolidated groups, 58 tax years, over 3000 exam issues, and over $3 billion of tax in dispute. Before Bank of America he worked in the Los Angeles Tax Department of Arthur Andersen & Co. for 10 years. Mr. Fischbeck is a CPA, has a J.D. from the University of California, Davis, and a B.A. from Claremont McKenna College. He is a member of the Tax Executives Institute and the AICPA.
Richard Garrison
- Jefferies & Co. (Advisory Board Member)
- Senior Vice President, Director of Tax Accounting and Compliance
Richard Garrison is the Senior Vice President, Director of Tax Accounting and Compliance for Jefferies & Company, Inc., a major global securities and investment banking firm located in New York City. Prior to joining Jefferies, he was the Senior Vice President and Director of Tax for BBVA Compass. He has over 20 years tax experience in the financial services industry and is a member of the American Institute of Certified Public Accounts and the Wall Street Tax Association.
Christopher E. Getty
- Ernst & Young LLP
- Partner, Financial Services Office
Chris is a Tax Partner at in the National Financial Services Office. He has over 14 years experience in the financial services industry and serves a variety of large and mid-size financial institutions. Chris leads Ernst & Young’s middle-market bank tax practice in New York where he provides federal tax consulting & compliance services to a variety of clients including: domestic and international banks; broker dealer entities; multi-national financial services companies; leasing companies; and other alternative finance companies. Mr. Getty has extensive experience advising clients on the application of Accounting Standard Codification #740, Accounting for Income Taxes and related matters.
Chris received a Masters of Taxation from the University of Baltimore and a Bachelors of Science from Virginia Commonwealth University. Chris is a Certified Public Accountant and member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants and the New York State Society of Certified Public Accountants.
Vincent Guiliano
- Internal Revenue Service
- Commercial & Foreign Banking Industry Counsel
Vincent J. Guiliano is both the Commercial and Foreign Banking Industry Counsel for the Service. As Industry Counsel, he is the Chief Counsel’s expert in the field on issues unique to the banking industry. His current duties include advising LMSB’s Technical Advisors for banking in the identification of emerging issues, along with providing legal advice on issues encountered during audits, at Appeals and in litigation. He has been an instructor at numerous courses inside the Service and a panelist at a number of tax seminars with the outside bar. Mr. Guiliano began his legal career with the Chief Counsel’s Office as a Tax Law Specialist in the National Office back in 1983. For the past 23 years, he has been a trial attorney assigned to the Counsel office in Manhattan where he has tried numerous cases and assisted on the audits of a number of major corporations. In 1991, he was promoted to the position of Special Litigation Assistant (now Senior Counsel). Mr. Guiliano holds a B.A. from Springfield College (1976), a J.D. from Western New England College School of Law (1980) and an M.L.T. with Distinction from the Georgetown University Law Center (1981). He is admitted to practice law in New York, New Jersey and New Hampshire (inactive).
Mark Harrison
- KPMG LLP
- Partner
Mark Harrison is a Tax Partner with KPMG LLP in Los Angeles. He also serves as the Western Area tax industry leader for KPMG’s Banking practice. He has extensive experience providing tax consulting services to a variety of financial services entities. Among these are depository institutions, captive finance companies, hedge funds, and private equity funds. He has also consulted on numerous acquisition and divestiture transitions including those involving FDIC assistance. Mr. Harrison received his B.S. in Accounting from the University of California at Berkeley and his M.S. degree in taxation from Golden Gate University in San Francisco. He is a member of the AICPA.
Justin Horst, CPA
- Pinnacle Bancorp, Inc.
- CFO
Justin is CFO of Pinnacle Bancorp, Inc. a multi-state bank privately owned S Corp financial holding company headquartered in Omaha, Nebraska with approximately $5.8 billion in assets. His responsibilities include working closely with the banking subsidiaries in merger and acquisitions, financial accounting and tax issues, regulatory issues, strategic planning, technology and operational issues, and budgeting. Prior to joining Pinnacle Bancorp, Inc. in December 2006, he was a Senior Manager at BKD, LLP in Kansas City, MO while in public practice, Mr. Horst specialized in the area of financial institutions and advised clients in all aspects of accounting, auditing and tax matters. He is a member of the Nebraska Society of CPAs and the AICPA. Mr. Horst is a licensed CPA in Nebraska, Kansas, Missouri and South Dakota, and has a B.S. from Nebraska Wesleyan University.
Christopher J. Housman
- Ernst & Young LLP
- Partner – International Tax Services
Chris is a tax partner in Ernst & Young’s Financial Services Office. He has more than 17 years of experience in international tax planning and structuring of transactions for public and privately held clients. Chris serves as the international tax service line leader for many of the firm’s largest banking and asset management clients.
Before joining Ernst & Young, Chris served as the head of the international tax group for a major financial institution advising multiple business units on various tax matters. Chris has extensive expertise with the active banking and finance rules of Subpart F, the foreign tax credit, tax efficient holding structures, and cross-border financing.
Kevin Juran
- KPMG LLP
- Principal, Financial Institutions and Products Washington National Tax
Kevin is one of the Firm’s leading tax resources with respect to leasing transactions and other structured finance transactions, in both a domestic and international context. He also serves as the U.S. representative to KPMG’s International Asset Finance Tax Group, a network of KPMG tax professionals in major jurisdictions around the world. Working closely with the other members of the international group, Kevin brings a global perspective to client financing needs.
Kevin joined KPMG LLP in 2000 as a direct entry principal. Prior to joining KPMG, he was a tax partner at a major New York law firm from 1991 to 2000 and an associate at the same firm from 1983-1991. Throughout his career, he has advised investors, borrowers, lessors, lessees, lenders and arrangers in a wide variety of domestic and cross-border transactions involving leasing, structured debt and equity issuances, securitizations, project finance, like-kind exchanges, partnership structures, portfolio restructurings, energy credits and other formats. His experience covers a wide array of asset types from office towers, retail sites, telecom equipment, satellites, conventional and alternative energy facilities, manufacturing facilities, rail equipment, aircraft, vessels and other transportation assets, infrastructure assets, receivables and intangible property. Kevin advises clients in structuring both discrete financing transactions and also in connection with acquisitions and dispositions of leasing or finance companies and portfolios.
Bruce Kamins
- Citigroup (Advisory Board Member)
- Deputy Tax Director, Global Consumer Group
Bruce Kamins is the Deputy Tax Director for Citigroup Inc.'s global consumer group. He has over 30 years of tax experience, having been with Citibank/Citigroup since 1985, in a wide variety of positions spanning the international and domestic units within Citigroup, including several years heading up the Emerging Markets tax group in London. Prior to Citigroup, Bruce was the International Tax Manager at Warner Communications Inc. and prior to that was a tax supervisor at Coopers & Lybrand. Bruce received his B.A. and J.D. from SUNY Buffalo and LL.M. in taxation from New York University. He is a member of the New York State Bar and is a CPA in New York. He serves as Tax Subcommittee Vice Chair of the Mortgage Bankers Association.
Jeffrey Kammerman
- Internal Revenue Service
- Commercial Banking Technical Advisor
JEFFREY KAMMERMAN is a Technical Advisor at the Internal Revenue Service in Manhattan. He oversees and coordinates the examination of commercial banks nationwide. Mr. Kammerman holds a B.S. in Accounting from St. John's University, a M.B.A. in Taxation from Pace University and a J.D. from New York Law School.
John P. Kinsella
- US Bancorp (Bank Tax Chairman)
- Senior Vice President and Director of Tax
John P. Kinsella is Senior Vice President and Director of Tax at U.S. Bancorp in Minneapolis, Minnesota. He has over 30 years of experience in both industry and public accounting. Mr. Kinsella is a graduate of the University of St. Thomas in St. Paul, Minnesota and is a CPA. U.S. Bancorp is a diversified financial services holding company and the parent company of U.S. Bank National Association, the fifth largest commercial bank in the United States. U.S. Bancorp offers a variety of leasing products and services through its various subsidiaries operating across the United States.
Brett LaBelle
- Crowe Horwath LLP
- Partner
Brett LaBelle is the partner in charge of the financial services tax practice in the Chicago area for Crowe Horwath LLP. Crowe Horwath LLP is a top ten CPA firm working with over 1,000 financial institutions in virtually every state. Mr. LaBelle works with financial institutions on tax issues for S corporations and C corporations including mergers and acquisitions, tax planning, tax accounting and IRS and state audits. He is a frequent speaker on a variety of tax topics affecting financial institutions. He is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society, is a CPA and a graduate of DePaul University with an undergraduate degree in accounting and a graduate degree in taxation.
Marc D. Levy
- Ernst & Young LLP
- Global and Americas Tax Leader, Banking & Capital Markets
Based in New York’s Financial Services Office, Marc Levy is the tax leader for Ernst & Young LLP’s Global and Americas Banking & Capital Markets practice. He advises financial services industry clients on a wide variety of tax issues and planning strategies and with clients in all industries on tax issues relating to the use of financial products. Marc rejoined Ernst & Young LLP in 2002 after serving in a similar capacity at Arthur Andersen for almost 12 years. Prior to joining Andersen, Marc served as an Accountant-Advisor in the US Treasury Department’s Office of Tax Policy. While at Treasury, Marc was responsible for the legislative developments and regulatory guidance relating to financial institutions and tax accounting matters generally. Marc started his career more than 25 years ago in Ernst & Young LLP’s National Tax Department. Marc lectures frequently on technical issues at programs sponsored by the Tax Executives Institute, the Wall Street Tax Association, the American Bar Association, the American Institute of Certified Public Accountants, and the Executive Enterprise Institute. Marc has served as the Editor-in-Chief of the Journal of Taxation of Financial Institutions and as a member of the Bank Tax Institute Board of Advisors. Marc received both a B.B.A. and M.P.A. from the University of Texas at Austin. He is a licensed certified public accountant in New York, Texas and the District of Columbia.
Jeff Maddrey
- PricewaterhouseCoopers
- Principal
Bio Coming Soon.
Daniel Mayo
- KPMG LLP
- Principal
Daniel Mayo is a Principal at KPMG LLP, where he focuses on tax issues affecting financial institutions and investment funds. Dan provides tax advice in the areas of financial products, federal and international tax planning, effective tax rate planning and tax controversy support. He also leads the U.S. tax provision review for a large non-U.S. investment bank that conducts substantial operations in the U.S. Publications include articles in Tax Notes and the Journal of Taxation, and Dan is a co-author of the treatise “Taxation of Financial Institutions.” He speaks regularly on tax issues affecting banks and investment funds at meetings of the American Bar Association and Wall Street Tax Association as well as at conferences such as PLI, the Structured Finance Institute and the Bank & Capital Markets Tax Institute.
Robert McCahill
- RSM McGladrey, Inc
- National Tax Leader for Financial Services
Robert T. McCahill, CPA, is a Tax Director in McGladrey’s New York office and serves as a senior advisor and leader in the firm’s national Financial Institutions Practice.An accomplished senior executive, Robert has more than 30 years of experience in tax planning and structuring of transactions for public and privately held clients. He has substantial experience in tax controversy matters and financial statement accounting for income taxes, including significant expertise in the application of FAS 109 and FIN 48.Prior to joining McGladrey, Robert was a tax partner in KPMG’s New York Financial Services office and held a variety of national leadership positions with the financial institutions practices of both KPMG and Price Waterhouse. Robert’s clients have ranged from many of the largest financial institutions to start-up entities and entrepreneurs, including community banks and thrifts. Robert has served as an advisory board member of the Bank Tax Institute and the BAI Annual Banking Tax Conference, on the tax committees of the Mortgage Bankers Association and America’s Community Bankers, and as an editorial advisory board member of the Journal of Bank Taxation. Robert’s clients have included Fannie Mae, NVRyan, Barnett Bank, National Bank of Washington, Chase, UBS, GE Capital, Citicorp, CIT Financial, North Fork Bank and Trust and New York Community Bank.
Jerry J. McDermott
- Meridian Investments, Inc.
- President
Jeremiah J. McDermott, President of Meridian Investments, is a graduate of Boston College (BA Economics, 1991). Mr. McDermott directs the Company’s sales and marketing group, providing strategic objectives and guidance. He is also responsible for developing new business. Prior to joining the Meridian Companies, Mr. McDermott was a broker for a national brokerage institution. Mr. McDermott is based in our Washington, DC office, and covers the region including Maine, Vermont, New Hampshire, Massachusetts, Rhode Island, New York, Connecticut, and Ohio
Terence B. Meyers, CPA, JD
- Deloitte Tax LLP
- Director, Financial Services
Terry is a Director and has more than 20 years of transaction based experience in capital markets including asset securitization, risk management and financial products and the related tax, accounting and business considerations of issuers and investors.
He specializes in the U.S. tax accounting and related rules for performing and non-performing debt instruments, distressed debt, mortgage REITs, mortgage banking, asset securitization and finance, hedging, financial products, dealer-trader-investor characterizations, timing and character of taxable income, sponsor gain or loss analysis, after-tax investment analysis.
Terry is actively involved in advising clients in connection with our Tax Analysis and Information Reporting for Distressed Debt Investments (TARDI) service line and specializes in the U.S. tax accounting and related rules for performing and non-performing debt instruments and derivatives and related considerations of FDIC and private asset acquisitions.
Terry was included in the World Tax 2009 - List of Leading Individuals published by International Tax Review for his work in the capital markets arena. Terry currently serves as the Chairman for the Tax Committee of the American Securitization Forum.
Maria D. Murphy
- Ernst & Young LLP
- Executive Director, Tax Services
Maria is an Executive Director at Ernst & Young and specializes in global information reporting and withholding (i.e., Forms 1099 and backup withholding and Forms 1042, 1042-S, 8804, and 8805 with respect to payments to non-U.S. persons) and assists clients understand the impact of FATCA on their organization. Maria has significant experience working with global financial institutions, including qualified intermediaries, and large multi-national corporations. She also has extensive experience in various other domestic and international issues including Foreign Investment in Real Property Tax Act (FIRPTA), foreign bank account reporting (FBAR), foreign certifications (Forms 6166) and IRS practice and procedure.
Maria spent six (6) years as Senior Attorney with the Office of Chief Counsel, Internal Revenue Service (“IRS”), in Washington, D.C. and Southern California. She was responsible for litigating cases in the United States Tax Court and was responsible for assisting the Department of Justice on tax matters litigated in the United States District Court and the Court of Claims.
Maria served as Assistant Tax Counsel for a fortune-500 company in Southern California where she was responsible for the representing the Company at IRS examinations on domestic and international tax positions. She also provided tax planning advice on corporate matters.
Maria is a member of the bar and is licensed to practice in California, the Commonwealth of Virginia and the Commonwealth of Pennsylvania. She is a former member of the IRS' Information Reporting Program Advisory Committee (IRPAC) and is a former member of the AICPA Regulations Committee of the Board of Examiners, which is responsible for the content and review of the tax and business law questions administered on the CPA examination. She received her BBA-Accounting at Howard University, her JD at Widener University School of Law and her LLM.-Taxation at Georgetown Law Center.
John Niemiec
- Deloitte LLP
- Director
Bio Coming Soon.
J. Henry Oehmann, III
- Grant Thornton
- Director
Henry is Director of the National Executive Compensation Services practice in Grant Thornton’s Raleigh office. Henry has more than twenty-five years of executive compensation consulting experience. Henry works extensively with compensation committees of public companies on executive compensation and corporate governance issues. Prior to joining Grant Thornton LLP, he was Vice-President of Executive Compensation Services at Clark Consulting, a Principal and compensation practice leader at Arthur Andersen and at Buck Consultants in Atlanta. In addition, he was Director of Compensation and Employee Benefits at Progress Energy. Henry has provided consulting expertise in a variety of industries. He has in-depth experience with private companies, public and private financial services institutions, government contractors, and the transportation industry. He works closely with boards and management with design and implementation of performance assessment and risk analysis. He has assisted companies in developing the stock-based compensation programs, and cash incentive compensation arrangements, executive benefit and perquisite development, and CIC and post-termination analysis and Board pay plans. He frequently works with Board compensation committees in matters involving executive compensation trends, the changing regulatory environment and corporate governance matters. Henry holds professional designations as Senior Professional in Human Resources (SPHR), Certified Compensation Professional (CCP), Certified Benefit Professional (CBP) and Certified Employee Benefit Specialist (CEBS). Henry is a frequent speaker and presenter to both industry and professional groups, particularly in the financial service industry; he has served and presented at numerous NACD Director’s Colleges, and other governance related groups. Professional designations as follows: Senior Professional in Human Resources (SPHR), Certified Compensation Professional (CCP), Certified Benefit Professional (CBP), and Certified Employee Benefit Specialist (CEBS). Education: B.A. in Economics- University of North Carolina in Chapel Hill; M.S. in Business Administration- East Carolina University Completed post-graduate executive management programs at the Kenan-Flagler Business School (UNC) and Terry College of Business (UGA).
Pamela F. Olson
- Skadden, Arps, Slate, Meagher & Flom LLP
- Partner, Washington Office Tax Group; Former Assistant Secretary for Tax Policy, U.S. Department of the Treasury
Pamela F. Olson currently serves as head of the firm's Washington office Tax Group and formerly was an assistant secretary for tax policy at the U.S. Department of the Treasury.
Since rejoining Skadden, Ms. Olson has represented clients in a broad range of matters, including IRS audits, appeals and litigation; congressional investigations; private letter ruling requests and other administrative guidance; and in the submission of comments on proposed regulations. She also has advised clients on tax and social security reform, legislative matters and the structuring of transactions. She is a frequent speaker on tax, economic and federal budget matters and has testified before several congressional committees.
As assistant secretary for tax policy, Ms. Olson had supervisory responsibility for providing the secretary of the treasury with policy analysis and recommendations for all domestic and international issues of federal taxation, including legislative proposals, regulatory guidance, and tax treaties, and for providing the official estimates of all government receipts for the president’s budget and treasury cash management decisions. Prior to joining Skadden in 1986, Ms. Olson held positions with the chief counsel’s office of the Internal Revenue Service as special assistant to the chief counsel, attorney-adviser in the Legislation and Regulations Division and trial attorney in San Diego District Counsel.
In 2000 and 2001, Ms. Olson was the first woman to serve as chair of the American Bar Association Section of Taxation. She served as a senior economic adviser to the Bush-Cheney campaign and as federal tax adviser to the National Commission on Economic Growth and Tax Reform. She has been included repeatedly in Chambers USA: America’s Leading Lawyers for Business and The Best Lawyers in America for tax law. Ms. Olson serves as a Regent of the American College of Tax Counsel and on the board of several tax exempt organizations. She received distinguished service awards from the Federal Bar Association and from Tax Executives Institute.
Honors
- Alexander Hamilton Award, United States Department of the Treasury (2004)
- Commissioner’s Award, Internal Revenue Service (2004)
- Distinguished Service Award, Tax Executives Institute (2004)
- Federal Bar Association Kenneth S. Liles Award for Distinguished Service (2004)
- Outstanding Achievement Award, Board of Regents of the University of Minnesota (2002)
Robert Parker
- Crowe Horwath LLP
- Senior Tax Manager
Robert Parker is a Senior Tax Manager at Crowe Horwath LLP in Nashville, TN. He provides tax consulting and compliance services to financial institution clients throughout the Southeast and Southwest. He is primarily responsible for the delivery of tax services to multiple financial institutions ranging in asset size from de novo to over $20 billion. He specializes in ASC 740 consulting, has extensive experience with mergers and acquisitions, tax accounting for non-qualified compensation plans, state taxation strategies, and federal tax credit programs. He frequently lectures on various topics in the areas of federal taxation and accounting for income taxes. Mr. Parker received his B.S. in Accounting from Grand Valley State University, and is a member of the AICPA and the Michigan and Tennessee Society of CPAs.
Greg Pavin, CPA
- Ernst & Young Financial Services
- Principal, International Tax, Financial Services
Greg Pavin is a tax attorney and CPA who likes to look at transactions from many perspectives. While primarily focused on planning for global transactions, he also likes to help clients think through the business and tax regulatory implications, notably in the areas of tax controversy, an area that has taken on added importance for clients and our Tax practice over the last few years. He has spent a significant portion of his career at national law firms providing high-end tax advice in such areas as mergers and acquisitions, cross-border transactions, partnerships and joint ventures and on tax disclosures for domestic and foreign hedge funds. Greg works in the Ernst & Young Financial Services Office in New York, where he is part of a team focused on global transactional tax planning.
Deborah J. Pflieger
- Ernst & Young
- Principal, Financial Services Organization
Debbie joined Ernst & Young in November 2005 and is a Principal in the FSO tax practice. Debbie leads our Tax Withholding and Information Reporting Services Team and consults with our clients in the information reporting and withholding arena, assisting them in determining and complying with their many obligations in this area. Debbie focuses on both domestic reporting and withholding issues (i.e., Forms 1099 and backup withholding) and nonresident alien reporting and withholding issues (i.e., Forms 1042-S and section 1441 withholding). Prior to joining Ernst & Young, Debbie was a Managing Director at another Big Four Accounting firm where she had spent more than eighteen years as a tax professional. Debbie has many clients in the financial service industry, and also works with non-financial institution payors who face significant information reporting and withholding challenges.
Debbie received a BS in Government from Georgetown University, a JD from Georgetown University Law Center, and an LL.M. in Taxation from New York University. She served as a member of IRS’ Information Reporting and Advisory Committee from 1997 through 1999, and was chairperson of the Committee in 1998. She is also a past chair of the AICPA’s Relations with the IRS Committee, was the chair of the AICPA’s Tax Shelter Regulations Task Force and was an Adjunct Professor at Georgetown University Law Center where she taught Federal Tax Practice and Procedure in the LL.M. program.
Debbie is a popular speaker amongst external groups who focus on information reporting issues.
Kevin F. Powers, CPA
- Crowe Horwath LLP
- Partner
Kevin Powers is a Senior Tax Partner at Crowe Horwath LLP in Oak Brook, Illinois. He provides tax consulting and compliance services to clients throughout the country, including medium-to-large-sized financial institutions and community banks. His experience includes S corporation taxation, mergers and acquisitions, federal and state tax examinations, compensation strategies, and federal tax credit programs. Mr. Powers received his B.S. in Accounting from the University of Illinois, and M.S. in Taxation from DePaul University. He is a regular contributor to The Tax Advisor, industry journals and newsletters, and is a frequent speaker at various seminars and internal professional development programs.
Mark Price
- KPMG LLP (Advisory Board Member)
- National Tax Leader, Banking & Finance
Mark is the National Tax Leader, Banking & Finance, KPMG LLP. He specializes in the taxation of financial instruments and institutions. He works regularly with clients and firm professionals on the tax issues relevant to financial institutions, including domestic and international commercial and investment banks, broker-dealers, and hedge funds. He also focuses on the taxation of derivative instruments, hedging transactions, portfolio investments, and financing transactions, including securitizations and structured financial transactions. Prior to joining KPMG in 1998, Mr. Price was an associate at Dewey Ballantine LLP in Washington, D.C. Mr. Price received his bachelor's degree in economics from the University of Colorado at Boulder and his juris doctor from Harvard University.
James Primus
- Deloitte Tax LLP
- Director
Bio Coming Soon.
Melissa Reinbold
- Crowe Horwath LLP
- Tax Senior Manager
Melissa has over 13 years of public accounting experience with Crowe Horwath LLP specializing in financial institution tax compliance and consulting with a technical focus on ownership change consulting, income tax accounting, deferred tax asset realization and related regulatory issues, public company reporting, equity based compensation strategies and merger and acquisition consulting. Melissa received her B.S. in Accountancy from the University of Illinois, and M.S. in Taxation from DePaul University. She is a regular contributor to The Tax Adviser and other publications and is a frequent speaker at various seminars and internal professional development programs. Melissa is a member of both the AICPA and the Illinois CPA Society and has previously served on the ICPAS Taxation Business Committee.
Mark Reis
- Moss Adams LLP (Advisory Board Member)
- title Partner, Financial Services Group
Mark has over 24 years experience in both public accounting and private industry and joined Moss Adams after three years with a national firm. Mark has extensive experience in federal and state corporate tax issues. He provides tax planning and compliance services to a wide range of financial institutions, including assisting clients with equity compensation issues, mergers and acquisitions, audit defense, accounting methods, as well as accounting for income taxes. Mark leads the firm’s tax practice for the Financial Services Group and is on the advisory board of the Bank Tax Institute. He is also a member of the Washington Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Mark received his BS in Accounting from Central Washington University and his MS in Taxation from Golden Gate University. He also completes continuing education annually.
Stephen T. Ryan
- Grant Thornton LLP (Advisory Board Member)
- Partner, State and Local Tax
Steve Ryan is a State and Local Tax (SALT) Partner with Grant Thornton’s Chicago office. Steve has significant experience in state and local income, franchise (net worth), sales/use, and realty transfer tax matters. He works primarily with financial services and real estate industries and has extensive experience servicing banks, thrifts, finance companies, broker/dealers, and real estate investment trusts (REITs). Steve’s financial services background includes various consulting and compliance project for foreign and domestic owned entities, including working with entities to clear bankruptcy assessments. Additionally, his background includes federal tax experience, merger and acquisition consulting, negotiating tax audits and voluntary disclosure agreements, and various data compilation projects.
Steve has been a frequent speaker and author and has served on various industry and governmental committees and has spoken at various state and local and financial services industry conferences, including the Bank and Capital Markets Tax Institute and Chicago Bank Tax Day seminars. He has served as the Co-Chair of the National Association of Real Estate Investment Trusts (NAREIT) State Tax Subcommittee and designed the State Tax Compendium for NAREIT. At the request of the California Franchise Tax Board, Steve has served as the Real Estate Industry Liaison to the California Senate Committee on Revenue and Taxation.
Rick Schumacher
- Advisory Board Member
Richard E. Schumacher, Jr. was the Senior Vice President Tax for Alliance Data Systems Corp. in Gahanna, Ohio. He was responsible for worldwide corporate tax affairs. Previously, Mr. Schumacher was a Tax Senior Manager in the Columbus office of Deloitte & Touche LLP where he was responsible for client tax services, practice management and was in the national tax practice serving the banking and financial services industry. He holds a Bachelor’s degree from Ohio State University and a Master’s from Capital University Law and Graduate School. Mr. Schumacher is a Certified Public Accountant in the State of Ohio
Denise Schwieger
- KPMG LLP
- Principal, Washington National Tax
Denise Schwieger is a Principal with KPMG LLP in the Washington National Tax Financial Institutions and Products group, specializing in servicing financial institutions and investment funds and has significant experience with bank tax and related issues including structured transactions and distressed debt. Denise received her B.S. in Accounting from Syracuse University, her J.D. from New England School of Law and her LLM from Georgetown University Law School. Denise has authored many articles on various tax, accounting and related industry issues affecting financial services companies and investment funds and is a frequent speaker at industry conferences.
John Simon
- KPMG LLP
- - Principal, Mergers & Acquisitions – Tax
John is a principal in KPMG’s Mergers & Acquisitions - Tax group and has over 20 years of experience advising companies on complex business transactions, including mergers and acquisitions and debt and equity investments. John leads the M&A Tax group’s Financial Services transactions team, which focuses on the acquisition and financing of banks and financial institutions. John received an LL.M. (in Taxation) from New York University, where he was a Graduate Editor of the Tax Law Review, and a J.D. (with distinction) from Emory University, where he was an Associate Editor of the Emory Law Journal. He is also a frequent lecturer and author on tax issues and serves as an Adjunct Professor at the Emory University School of Law where he teaches corporate and partnership taxation courses.
Dave Thornton
- Crowe Horwath LLP
- Partner, Financial Institutions Tax Group
David is a Tax Executive at Crowe Horwath LLP in Columbus, Ohio, and is responsible for the Firm’s overall delivery of tax compliance services to financial service organizations. In addition, he works directly with some of the Firm’s largest accounts in the areas of strategic tax planning, mergers and acquisitions, FAS 109/FIN 48 accounting matters, IRS audits and non-qualified compensation plans. Mr. Thornton has made numerous presentations for various professional organizations and is published annually in The Tax Adviser, a nationally distributed tax periodical. He is a graduate of the University of Dayton and is a member of both the AICPA and Ohio Society of CPAs.
Clark Wulf
- KeyCorp (Advisory Board Member)
- EVP, Corporate Tax Director
Clark Wulf is an Executive Vice President and Corporate Tax Director for KeyCorp in Cleveland, Ohio. He is responsible for the company’s tax functions which include tax planning, tax compliance, tax audits, merger and acquisition support and tax consulting to its major lines of business. Prior to joining Key, Mr. Wulf was a Senior Vice President and Deputy Tax Director of the former Bank One Corporation and its predecessor, First Chicago NBD Corporation. In this role, he was responsible for federal and state tax planning, mergers and acquisitions, and strategic initiatives; including the process and cultural integration of the Department after the merger of Bank One and First Chicago. Prior to that, he was the Corporate Tax Director of NBD Corporation. He began his career with Ernst & Young. Mr. Wulf is a past Chairman of the Tax Committee for the Greater Detroit Chamber of Commerce and a former member of the American Bankers Association Taxation Committee. He is currently a member of the Tax Executives Institute, the Michigan Association of CPAs and the AICPA. Mr. Wulf is a CPA and a graduate of the University of Michigan.
Neal Yaros
- Deloitte Tax LLC (Advisory Board Member)
- National Banking Tax Partner
Neal Yaros is a Partner with Deloitte Tax LLC in New York, and serves as Deloitte’s National Tax Partner for the Banking and Securities industries. He specializes in the taxation of financial institutions, and serves both domestic and international banks. Mr. Yaros received his B.A. in Accounting and Economics from Queens College, and his J.D. degree from the National Law Center of George Washington University. He is a member of the New York State Bar, the AICPA and the New York State Society of CPAs. He has authored articles for numerous publications, and is a frequent speaker on tax issues affecting the financial industry.
