Tuesday & Wednesday, January 28‐29, 2020 Hya� Regency Columbus, Columbus, Ohio Visible Taxes, Hidden Costs … Huge Amount of Hidden Costs on U.S. Businesses Imposed by U.S. Tax System A Lively & Free-Wheeling Panel Discussion Conference EMCEE: Eleanor Palmer Bailey, Associate Vice President & Associate General Counsel , Nationwide Insurance Co., Columbus Monica Kilgren, Vice President - Corporate Tax, Ascena Retail Group, Inc., New Albany Maureen Pechacek, Partner, PricewaterhouseCoopers, Minneapolis, MN Douglas L. Lindholm, President & Executive Director, Council on State Taxation, Washington, DC Tuesday, January 28, 2020 8:40 a.m. to 9:45 a.m.
Biographical Information Eleanor Palmer Bailey, Associate Vice President, Associate General Counsel, Corporate Tax, Office of General Counsel, Nationwide Insurance One Nationwide Plaza, Mailstop 1-32-102, Columbus, Ohio 43215 Phone: 614-677-6330 palmere5@nationwide.com Eleanor Palmer Bailey is a tax attorney in the Office of General Counsel at Nationwide Insurance. She is responsible for identifying and managing Nationwide’s tax exposure and providing counsel on tax matters related to business initiatives. Eleanor has assisted with mergers and acquisitions, tax controversies, investment structuring, employee health & welfare and fringe benefits, agent and executive compensation and various projects presenting unintended tax consequences. In coordination with the Government Relations Team, Eleanor keeps abreast of federal, state and local tax legislation affecting the enterprise, its insurance agents and policyholders and advises the business units on the appropriate course of action. Prior to joining Nationwide, Eleanor was a Manager in Ernst & Young’s State and Local Tax Group. Eleanor is a graduate of The Ohio State University, where she received a Juris Doctor and a Master of Business Administration. She received a Bachelor of Science in Accounting from Oakwood University, and now serves on its National Alumni Association Board of Directors. Eleanor is admitted to the Ohio Bar and is most active with the Columbus Bar Association’s Business Tax Committee and the John Mercer Langston Bar Association. She has been a speaker on tax matters at the Ohio Tax Conference, the Columbus Bar Association, and the Association of Corporate Counsel. Eleanor is currently the chairperson of the Ohio Chamber of Commerce’s Taxation and Public Expenditures Committee. Monica Kilgren, VP Corporate Tax, Ascena Retail Group, Inc. 8323 Walton Parkway, New Albany, OH 43054 614-775-3280 Fax: 614-775-3935 Monica.kilgren@ascenaretail.com Monica has over 25 years of corporate tax experience. She started her career with KPMG in Dallas, Texas in 1994 working on corporate income tax matters for manufacturing, retail and distribution clients. She joined Deloitte in 1997 where she continued her corporate income tax career. Monica later joined Tenet Healthcare in Dallas, Texas managing the corporate income tax function before relocating to Chicago, Illinois to work for PwC. While at PwC, Monica worked for 2 years with technology clients on corporate tax matters and for 5 years in the mergers and acquisition practice focusing on tax due diligence, tax structuring and post-deal tax integration. In 2008, Monica relocated to PwC ‘s Columbus, Ohio office where she worked with retail and manufacturing clients on corporate tax consulting, tax accounting and post-deal integration. Monica joined Ascena Retail Group, Inc. as a Director of Tax in 2012 and was promoted to AVP Corporate Tax in 2013 and VP Corporate Tax in 2016. Monica’s responsibilities at Ascena include leading the corporate tax accounting, income tax and indirect tax functions. Ascena is a national specialty retailer with brands including AnnTaylor, LOFT, Lou & Grey, Justice, Lane Bryant, and Catherines. Ascena has approximately 2,800 stores throughout the United States, Canada and Puerto Rico plus licensed franchises and sourcing operations in international territories. Monica is a graduate of Texas Tech University with a B.S. in Accounting and a Masters of Science in Accounting with a concentration in Taxation. She is a licensed CPA in Texas and Ohio. Monica is a member of the Tax Executives Institute.
Biographical Information Maureen Pechacek, Tax Partner, PricewaterhouseCoopers LLP Suite 3400, 45 South Seventh Street, Minneapolis MN 55402 612 326 2046 maureen.pechacek@pwc.com Maureen is the State and Local Tax leader of the Minneapolis office. Prior to transferring to Minneapolis, she was based in San Diego and in the National Tax Practice focused on serving large multinational clients throughout the United States. She previously served as a member of the PwC U.S. Tax Core Leadership team where she focused on Strategy Execution for the U.S. Tax Practice. Maureen has more than 30 years of state and local tax experience. She provides a broad range of multistate services such as refund reviews, tax planning, restructuring and implementation, audit and controversy assistance, FAS 109 provision analysis, and compliance services. Her primary area of focus is multistate income taxes but she also has broad skills in the franchise and net worth tax, credits and incentives, sales and use tax, and unemployment tax areas. Her clients span several industries, including, financial services, manufacturing, utilities, government contractors, retail and service companies. Maureen joined PwC as a partner in 2002. Prior to joining the firm, Maureen spent 16 years with Arthur Andersen. She was responsible for starting and leading the National STAR practice. The STAR practice focused on refund reviews, state tax planning, restructuring and implementation services. Prior to joining Arthur Andersen, Maureen worked for several years in the state tax area for 3M Corporation. Maureen is a nationally recognized lecturer on state and local taxation for numerous tax associations, including the Council on State Taxation (COST), Tax Executive Institute, Institute of Professionals in State Taxation (IPT), Paul J. Hartman Memorial Tax Forum, Edison Electric Institute, National Restaurant Association, New York University, Georgetown University and numerous state CPA societies. Maureen is honored to have received the following awards/recognition: The 2010 New York University Award for Outstanding Achievement in State and Location Taxation, the 2013 Paul Frankel Excellence in State Taxation Award by the Council of State Taxation, Induction into the University of Minnesota MBT Hall of Fame in 2013 and was an honoree in the 2014 Women in Business Awards from the Minneapolis/St. Paul Business Journal. Maureen is currently on the Advisory Board of the Paul J. Hartman Institute and the New York University State and Local program. In addition, she is a past member of the Council on State Taxation Executive Committee and currently is an adjunct professor on the M.B.T. program at the University of Minnesota. She holds a Bachelor's degree in accounting from the University of Wisconsin and a Master’s in Business Taxation from the University of Minnesota.
Biographical Information Douglas L. Lindholm, President & Executive Director, Council on State Taxation 122 C Street NW, Suite 330, Washington, D.C. 20001 dlindholm@statetax.org 202.484.5212 Fax 202.484.5229 Douglas L. Lindholm, Esq. is President and Executive Director of the Council On State Taxation (COST). COST, with a membership of nearly 600 multistate corporations, is dedicated to preserving and promoting equitable and nondiscriminatory state taxation of multi-jurisdictional entities. Prior to taking the helm at COST, Mr. Lindholm served as Counsel, State Tax Policy for the General Electric Company in Washington, DC. Mr. Lindholm also served for three years as Legislative Director for COST, successfully directing COST’s legislative advocacy function, including development and management of member coalitions active on issues in numerous states. Prior to his service with COST, Mr. Lindholm worked in the Washington National Tax Services Office of Price Waterhouse LLP. He has written numerous articles on federal, state and local tax issues in a wide variety of publications; testifies frequently before state legislatures and Congress on state tax issues; and is a frequent speaker at national tax conferences and seminars. Mr. Lindholm serves on the NYU State and Local Taxation Advisory Board; the Advisory Board of the Paul J. Hartman State and Local Tax Forum; the Editorial Advisory Board of Tax Management, Inc. He is a former member of the National Tax Association’s Board of Directors and the Advisory Board of the Georgetown University Law Center State and Local Tax Institute. He is a member of the US Supreme Court and District of Columbia Bars. In 2006, Mr. Lindholm was named to the Tax Business 50 list of most influential tax professionals on the globe, and is the recipient of the 2009 New York University Award for Outstanding Achievement in State and Local Taxation. He is a graduate of American University’s Washington College of Law in Washington, DC, and Lynchburg College (BA in Accounting) in Lynchburg, Virginia.
29 th Annual Ohio Business Tax Conference Columbus, OH January 28‐29, 2020 Visible Taxes, Hidden Costs Douglas Lindholm Maureen Pechacek Monica Kilgren President & Executive Partner Vice President, Corporate Tax Director PricewaterhouseCoopers Ascena Retail Group Council On State Taxation (COST)
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