1 Emilio Amalfitano Iselin, NJ Emilio is part of the Tax Performance Advisory (TPA) group of. This group helps companies improve end-to-end business processes that drive tax performance. TPA provides services that focus on raising the quality of tax data in financial systems, improving efficiencies through tax-related technology, identifying effective and controlled processes and creating responsive operating models. Emilio has more than 30 years of tax experience, in both private industry and public accounting. His experiences include full life cycle SAP implementations spanning all of the major SAP modules, such as finance, material management, sales and distribution, human capital management, treasury, etc. Emilio has been the tax lead for several global SAP implementations during his career. Emilio received a Master of Science in Taxation from Seton Hall University and a Bachelor of Science in Accounting from the City University of New York. Emilio has been involved in leadership positions in multiple organizations over the years. He is a past president of the Association of Computers and Taxation (ACT); the former chair of the Finance Process, Income Tax Special Interest Group and the Product Tax Special Interest Group of the American SAP User Group (ASUG); the former chair of the Tax Special Interest Group of the Oracle American User Group (OAUG); and has been a member of the Technology Committee of the Tax Executives Institute (TEI). Emilio was a member of the ASUG team that worked with SAP to develop the Data Retention Tool. Ravi Bhuta Iselin, NJ Ravi is a Tax senior manager in the Northeast Region Indirect Tax practice of. Ravi has more than eight years of federal, state and local tax experience with the firm. Ravi has been engaged on several state and local tax engagements in a number of industries, including life sciences, consumer products, engineering, health care, utilities, and media and entertainment. His experiences include tax controversy, Accounting Standards Codification (ASC) 740 (i.e., Financial Accounting Standard 109), restructuring and compliance on a federal, state and local income tax basis. Ravi received his Bachelor of Arts in Accountancy and Bachelor of Science in Economics from Rutgers University New Brunswick in Additionally, he received his Master of Taxation in Accountancy in 2011 from Rutgers University Newark. Ravi is a certified public accountant (CPA) licensed in New Jersey and is a member of the American Institute of Certified Public Accountants (AICPA). Brendan Cox Philadelphia, PA Brendan is a partner in the Northeast Region Federal Tax practice of with more than 20 years of experience as a tax professional with 13 years of experience in federal tax planning. The issues Brendan focuses on include tax accounting for income and deductions under the all-events test, capitalization issues, inventory, tax accounting for advance payments, distinguishing a change in facts from methods, the research credit, meals and entertainment expenses and Section 199 (the domestic manufacturing deduction). He serves as the Revenue Recognition Leader for Tax in the Northeast Region. Brendan also serves the EY Center for Tax Policy (CTP), where he focuses on tax policy issues and provides guidance on legislative procedures, modeling and planning. He has successfully managed the implementation of several large federal tax projects, including multiphase, broad turnkey implementations. Many of these projects also included mining and manipulating substantial amounts of data using various technology tools. In addition, these projects have incorporated statistical sampling processes, where appropriate, with Brendan presenting those results to the Internal Revenue Service (IRS). Brendan is a frequent speaker about federal tax matters. He has addressed the TEI, internal EY education programs and client seminars. He has spent substantial time working with clients in the pharmaceuticals, life sciences, manufacturing, consumer products, retail, media, telecommunications, computer software and utilities industries. Brendan holds a Bachelor of Science from Villanova University and a Master of Business Administration from the University of Notre Dame. Brendan is a licensed CPA in Pennsylvania, Maryland and New Jersey. Angela Dimos
2 Angela joined in 2007 and is a manager in its New York City State and Local Tax practice. Angela's primary practice area is state income tax, including multistate planning and structuring, as well as technical review of state tax issues, representation in tax controversies and appellate matters, and state return reviews. Angela s experience also includes sales/use tax analysis and personal property tax compliance and planning. She concentrates on state tax controversies for corporations and high net worth individuals. Angela received her BA in Economics from Fordham University, and her JD from St. John s University School of Law. Angela is a licensed attorney and a member of the New York State and City Bar Associations. Keith Eisenstein Keith is a partner in s Northeast Indirect and State and Local Tax (SALT) practice, serving clients primarily in New York and New Jersey. He leads the firm s New Jersey SALT practice, is the SALT liaison with its Japanese Business Services practice, and works with many Japanese and other inbound clients. Keith has more than 18 years of experience providing SALT services. He has experience in income/franchise tax matters, and he coordinates and provides services in all areas of SALT, such as sales/use tax, property tax, employment tax and credits/incentives. Keith is a multistate practitioner with particular knowledge of New York and New Jersey tax matters, including planning, audit defense/appeals and transactional consulting. He has worked with clients in various industries, including pharmaceuticals, manufacturing, technology and professional services, among others. Keith presents regularly at conferences and has co-authored several articles regarding SALT matters. He received his undergraduate degree in Accounting from Bucknell University and his JD from Fordham University School of Law. He is a member of the New Jersey and New York State Bars, as well as the American Bar Association and New York State Bar Association. Jeffrey Ellsworth Jeff is a partner in the Media and Entertainment Group Tax practice of, serving as the tax account leader for many audit and non-audit client engagements. He has more than 16 years of extensive experience, encompassing all sectors of the media and entertainment industry, including publishing, online advertising, broadcasting and cable networks, and professional sports, as well as advising technology and internet companies. Jeff advises numerous public and private businesses on aligning their business goals with their global tax posture, including addressing risk, shareholder value, and the impact of tax legislative changes. Jeff works with his clients to identify tax structuring opportunities by reviewing the tax impact of accounting methods, acquisitions and divestitures, global expansion and other day-to-day matters as they arise. Jeff has significant experience with ASC 740 and is the Northeast Region Channel 1 Tax Account and Risk Advisory Service Leader, assisting engagement teams with technical issues, managing technical training of Northeast Region tax professionals and participation in Public Company Accounting Oversight Board (PCAOB) reviews. Jeff earned his Bachelor of Science in Accounting from Boston College and holds a Juris Doctor from Suffolk University Law School. He is a CPA in Massachusetts and New York. Michael Goldsmith Mike was promoted to State and Local Tax Partner of in Mike assumed the role of Northeast Region State and Local Tax Services Leader in He has been a practicing tax consultant for more than 20 years. Mike s multistate experience has been across a broad range of industries, including manufacturing, professional services, financial services and technology. He also has extensive experience in the controversies area, representing both high net worth individuals and corporations. In this capacity, he has represented taxpayers
3 before various state taxing authorities and has litigated matters before the California Franchise Tax Board, New York State Division of Tax Appeals, Florida Administrative Law Judge Unit and Pennsylvania Board of Appeals. He has authored several articles on state taxation, including: IRS, New York State Practice Different Styles of Mediation (New York Law Journal), New York State s Subpoena Power (State Tax Notes), and Escape From New York Residency (State Tax Notes). Additionally, he recently spoke at the Tax Executives Institute s Northeast regional meeting in New Jersey. He serves on the Board of Directors of The Moriah School of Englewood. Mike is a graduate of Queens College and received his JD from St. John s University School of Law and his LLM in Taxation from New York University School of Law. Kyle Harkrader Richmond, VA ey.com Kyle is a senior manager in the TPA practice of. She has more than 13 years of tax consulting experience and focuses on helping corporate tax functions evaluate, design and implement efficient and cost-effective operating models and sourcing strategies, and redesigning processes that drive tax performance. Kyle s experience includes managing projects with stakeholders across tax, finance, accounting and information technology and she has also worked with clients to tax sensitize financial systems and evaluate and implement tax technology tools. She served as the day-to-day project leader to evaluate, design and support implementation of a global tax operating model and organization redesign for a large multinational company in the services industry. Kyle also served as the day-to-day project leader for an inbound foreign banking and investment institution and helped evaluate, design and support implementation for offshoring the US tax compliance processes to a shared service center located in the Philippines. She led the tax organization redesign project for an inbound pharmaceuticals company, which included facilitating meetings with senior management to develop a to-be vision and benchmarking current processes to leading practices; comparing and evaluating the current tax operating model, including existing roles, responsibilities and organization to leading practices within the industry; identifying and prioritizing opportunities to improve the operational efficiency and effectiveness of the tax function; and developing and presenting the future state organization design to leadership. Kyle received a Bachelor of Arts cum laude from Virginia Tech and a Master of Business Administration with a concentration in Accounting and Finance from the American University in Washington, DC.
4 I. Lee Holt Lee is a partner in the International Tax Services Capital Markets group of in New York. He focuses on cross-border financial transactions and structures, financial instruments, foreign currency transactions, hedging, and US tax issues and opportunities related to in-house banking and treasury structures. Lee is a frequent panelist and chairperson at conferences, including the annual EY International Tax Conference; tax directors workshops; and external conferences, such as TEI, Alliance for Tax, Legal, and Accounting Seminars (ATLAS) (past chairperson of Foreign Currency Transactions seminar) and networking seminars. Lee has been with EY since Prior to joining in New York, Lee worked with the EY member firm in the UK for three years in London as part of its US Tax Desk and, prior to that, in the International Tax Services group of in Philadelphia. Lee graduated from the University of Richmond with a Bachelor of Science in Business Administration in Accounting in 1994 and received a Master of Taxation from Villanova University s School of Law in Joe Imbarlina Philadelphia, PA Joe is a senior manager with s Tax practice in Philadelphia. Since 2000, he has been actively involved in sales and use tax consulting matters. Joe has planned, performed and coordinated tax projects which resulted in recurring tax savings. Joe s sales and use tax experience is focused on addressing tax technology issues for corporate clients. This includes researching numerous state tax laws for creation of a tax decision matrix for integration into third-party software packages. During his career, Joe has been involved in assisting with the implementation of multistate sales and use tax planning strategies for clients in a variety of industries. His scope of work varies from state tax matrices, audit defense, reverse audit reviews, process reviews, and outsource management of audits and appeals. Joe has been a speaker at a number of state and local tax conferences, including the Institute for Professionals in Taxation (IPT) Sales & Use Tax Seminar, Council on State Taxation (COST) Advanced Sales & Use Tax School, and the Vertex Customer Conference Exchange. Prior to joining EY, Joe was employed by Alcoa Inc. as a Sales and Use Tax Technology leader. At Alcoa, he was responsible for the implementation of Vertex with Oracle. In addition, he was responsible for upgrading Oracle and Vertex, as well as testing patch releases. Joe received his BS in Accounting from Duquesne University. Riad Joseph Riad leads the India Tax Desk for in New York. Riad joined the global EY organization s member firm in India in April 2005 and was a Tax partner based in the Bangalore office. Riad has worked across multiple sectors, such as manufacturing, technology, defense, real estate and retail and has functional experience in international tax, transfer pricing and transaction tax services. He has extensive experience in conceptualizing planning ideas, addressing Indian tax issues and structuring investments in India, all based on India s evolving tax environment. Riad is a Chartered Accountant from India and a graduate a graduate in Economics from Madras University in India. He is a regular contributor of articles, alerts and publications on Indian tax and regulatory-related matters and developments. Daniel Karnis Atlanta, GA
5 Daniel is a partner in the National Tax Quantitative Services division of and leads its Section 199 practice. In this role, he works closely with the firm s National Research and Development Tax Credit practice. Daniel has broad experience serving companies across all industries, but focuses primarily on the software industry (software as a service (SaaS), platform as a service (PaaS), infrastructure as a service (IaaS) and cloud computing) and has assisted numerous clients in the area of IRS controversy related to both research and development credits and Section 199 deductions. Daniel has also successfully resolved large Joint Tax Committee cases related to Section 199 computer software claims. Daniel is a frequent speaker at TEI chapter meetings and has led numerous client and industry presentations and continuing education sessions. He has also had articles published in the Journal of Accountancy related to the research credit and Section 199 manufacturing deduction. Daniel graduated from the University of Mississippi, where he earned degrees in both Accounting and Business Administration, summa cum laude and magna cum laude, respectively. He is a member of the AICPA, Georgia Society of Certified Public Accountants and a fellow of the Life Management Institute. Daniel serves on the Atlanta Technical College Board of Directors as the Chair of the Finance Committee and Treasurer. Natan Leyva Washington, DC Natan is a principal in the International Tax Services practice of in its National Tax Department. Based in the firm s Washington, DC office, he advises clients on all aspects of international tax planning, with a particular focus on internal restructurings, the use of partnerships in international structures, foreign tax credits, Subpart F and other aspects of outbound tax planning. Natan has also represented clients in connection with IRS challenges relating to foreign tax credits other international tax issues. Prior to joining EY, Natan was a partner in the international tax planning groups of Bingham McCutchen LLP and McKee Nelson LLP, which merged with Bingham McCutchen LLP. Prior to that, he was a member of the national tax office of another Big Four firm and an associate at Wilmer, Cutler, and Pickering. Natan is an adjunct professor of Law at the Georgetown University Law Center, where he teaches a course on international tax law in the Master of Laws program. He is a member of the District of Columbia Bar and the New York Bar, and a member of the American Bar Association s Section of Taxation Committee on Foreign Activities of U.S. Taxpayers. Natan earned an AB, summa cum laude, from Harvard University. He earned his Juris Doctor from Yale Law School. Keith A. Nickels Keith is a partner in the Northeast Region Business Tax Services (BTS) practice of. He is also a member of the EY Center for Tax Policy. As a partner in the firm s BTS practice, Keith leads the New Jersey Quantitative Services (QS) practice. As part of this leadership role, Keith provides services related to accounting methods, capitalization, the domestic production deduction and the research credit. Keith also represents large-case clients in IRS exams and appeals. Prior to this leadership role, Keith spent eight years in the firm s National Tax Department. He has worked with numerous middle-market companies and those on the Fortune 500 on a broad range of federal tax engagements. Keith has extensive experience with the delivery of federal tax services in industries such as aerospace and defense, software development, telecommunications equipment, electronics and analytical equipment, consumer products, specialty chemicals, public utilities, banking, food products, civil and structural engineering, medical device and pharmaceuticals. In his tax policy role, Keith provides services ranging from education and awareness, to monitoring key developments of interest and to modeling the financial impact of potential legislation. Keith received a Bachelor of Arts in Business Administration with an Accounting emphasis from Grand Valley State University. He is a CPA licensed in New York and Illinois. Keith is also the Chairman of the AICPA s Tax Policy Committee. Michele Raber Iselin, NJ
6 Michele is an executive director in the State and Local Tax Services practice of. Michele has more than 20 years of experience focusing on multistate corporate income and franchise taxation. Michele has provided and coordinated state and local services for several Fortune 500 companies at a national level, ranging from compliance and planning to controversy work. For the past 10 years, Michele has focused on the life sciences industry, working with start-up biotech pharmaceuticals, as well as midsized and Fortune 100 pharmaceutical companies. Her experience includes consultation on a variety of other state tax types, including sales and use tax, employment tax, property tax, credits and incentives, as well as various excise taxes. Specifically, Michele has served as a project manager for multiple internal restructuring pharmaceutical company clients, which encompassed all areas of state and local taxes, as well as operational implications throughout the corporate structure. She also served as the technical resource for several high-profile mergers and restructuring engagements across the country. Michele has extensive experience with voluntary disclosures, nexus and unitary studies, challenging state tax issues, modeling tax savings potential, and managing the business and legal issues related to a corporate restructuring. Jeanne H. Schroeder Hartford, CT Jeanne is a senior manager of based in the Hartford and New York City offices, focusing on multistate property and real estate transfer tax. Her practice area covers the Northeast. Jeanne s experience includes real and personal property valuation and taxability, appeals, audit management, training, compliance and reporting, research and planning, settlements, credits and incentives research and review, as well as legislative review. Jeanne has over 25 years of experience in state and local indirect taxes, primarily in property taxation. She brings knowledge from a myriad of perspectives, having owned her own property tax consulting firm for seven years. She has worked in the manufacturing industry and served as a local practice leader for another major accounting firm. She also has extensive training and experience on process improvement methodologies. Jeanne also has approximately nine years of public accounting and almost 10 years of industry experience. During her years in the industry, she led the property tax practice of a $60b multinational conglomerate and built the property tax practice from an entirely decentralized process to a six-person centralized function. In this role, Jeanne managed all aspects of property tax compliance, real and personal property valuation review, property tax payments, audits, planning, real estate transfer tax, credits and incentives review, and technology for six diverse business units encompassing 100+ US legal entities. In addition, Jeanne was one of the department leads responsible for process improvements both internally as well as with outside consultants.
7 Dirk-Jan Sloof Dirk-Jan joined in Before joining the firm, Dirk-Jan worked at the Erasmus University Rotterdam. Dirk-Jan has more than 10 years of experience advising clients on international tax restructuring, Netherlands inbound and outbound and international tax planning, group financing, and intellectual property and holding company structures with a focus on principal and centralized entrepreneur types of companies, including coordinating, dealing and negotiating with the Dutch tax authorities. From 2008 through June 2012, Dirk-Jan was a member of the Dutch Tax Desk of in New York, where he led the Transaction Tax section of the desk. In June 2012, Dirk-Jan repatriated to the EY member firm in the Netherlands, as a senior manager in its International Tax Services group. In September 2014, Dirk-Jan rejoined as an executive director on the firm s Dutch tax desk in New York. Dirk-Jan received a Master in (Fiscal) Economic Science from the Erasmus University Rotterdam. He is a member of the Dutch Tax Bar Association (Nederlandse Orde van Belastingadviseurs). Allison T. Somphou Irvine, CA Allison is the Practice Leader for the Transaction Cost Analysis Service offering of and practices in the area of US federal income tax, with a particular emphasis on income tax accounting periods and methods, revenue and expense recognition, inventory and capitalization. Allison was a member of the firm s Tax Mergers and Acquisitions practice based in Los Angeles, focusing on the US federal income taxation of corporate transactions, including mergers and acquisitions and restructurings. In 2001, Allison completed a National Tax rotation in Washington, DC. Allison represents both large and small public and private corporations, as well as a number of private equity funds. Allison received a Bachelor of Science, cum laude, in Accounting and Financing from Utah State University. She is a CPA licensed in California and is a member of the AICPA and the California Institute of Certified Public Accountants. Allison serves on the Board of Directors of the DisAbility Awareness Foundation, a nonprofit organization based in Southern California. She is a frequent speaker at tax and accounting seminars on transaction costs. Rebecca Truelove Rebecca leads 's Northeast Region Business Incentives practice. She has more than 17 years of experience in government, business and advisory services. During her tenure at EY, she has successfully spearheaded projects to secure and implement tax and financial incentives on behalf of pharmaceutical and financial services clients, as well as telecommunications, media, medical and consumer products companies. Prior to joining the Business Incentives practice at, Rebecca worked at the New York City Mayor's Office of Management and Budget, closely cooperating with New York State officials on a wide variety of economic development projects for domestic and global businesses. At the firm, Rebecca has expanded her economic development focus to emphasize the broader impact of tax considerations for clients who are making relocation, expansion and consolidation decisions by developing analysis tools to provide detailed modeling of potential tax effects. She also leads compliance efforts on behalf of clients who are enjoying state and city incentives in New York, and coordinates global incentives services with EY member firms worldwide. She earlier worked in Tokyo, Japan, as a publishing assistant. Rebecca continues her active public service role with her participation in Leadership New York, a selective monthly forum for 40 leaders dedicated to improving city government, and serves on the Board of Directors for JobsFirst NYC. She has been a presenter for the Illinois Chamber of Commerce Tax & Economic Development Conference and a featured panelist on the Foreign Direct Investment Business Roundtable with the Tampa Bay Partnership. She has also co-authored an article in Financial Executive Magazine (June 2006 Collaborative Cap-X Process Pays Benefits ) and was a featured participant in a roundtable discussion of State and Local Tax Issues in the Northeast, presented in the September 2007 issue of Multistate Taxation and Incentives. She received her BA from Smith College and a Master of Public Administration from Columbia University. She is also accredited as a LEED-AP by the US Green Buildings Council.
8 Eduardo Villa Iselin, NJ Ed is a senior manager in s Northeast Region Indirect Tax practice, with an emphasis on state and local income and franchise taxes. He has been with the firm for 12 years, after having spent seven years in industry. Ed started his career with the firm in the Federal Taxation group, working within the Quantitative Services group managing large accounting method projects, as well as in a general Federal Subchapter C role with an emphasis on accounting for income taxes (ASC 740), corporate tax compliance and tax consulting. He led the US Tax Provision Team for the integration of the firm s largest audit client, one of the world s largest international conglomerates and an International Financial Reporting Standardsfiler. During this time, Ed transitioned into s State and Local Tax group, which includes mergers and acquisitions transaction support, tax and financial reporting and compliance, controversy and consulting. His current and past client list includes the largest publicly listed companies in the Northeast marketplace, as well as many private equity clients. Ed has experience within the health care, financial services, energy, manufacturing and transportation industries. He is currently the firm s New Jersey State Tax Desk Leader and has spoken on several firmwide panels. Ed received his BA from Mary Washington University and holds an MBA in Accounting from Rutgers University. He is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants and has presented to the NJ Chapter of the Tax Executives Institute. George Wong George is a Tax partner in the National Tax Accounting and Risk Advisory Services group of with more than 16 years of experience in income tax accounting, advisory and tax compliance. George s experience includes preparation and review of income tax provisions and advising clients on technical income tax accounting matters, including spin-offs and business combinations. In addition, George has significant experience teaming with global EY member firm teams on complex, multinational tax provisions. Prior to his current role, George served as an income tax resident in the firm s National Accounting Professional Practice Group. In that role, George advised engagement teams on income tax accounting matters and was involved with the development of several tax publications. In addition to his client service role, George serves as an internal instructor of ASC 740 training for EY tax and audit professionals. George is a graduate of The State University of New York at Buffalo and earned a Bachelor of Science. George is a licensed CPA in New York and a member of the AICPA.