Alba, Carlo
Carlo Alba
Senior Manager, Deloitte Tax LLP
Seattle, WA
Carlo is a Senior Tax Manager in Deloitte’s Seattle, Washington office with more than twelve years of experience in tax consulting. His background is in state and local taxes with a specialization in indirect and gross receipts taxes but has developed a deep understanding of all Washington taxes including the Capital Gains, Public Utility, and City Business Licenses tax. Carlo’s background also runs the gamut from process modernization efforts, reverse audits, transaction planning, to controversy and audit work.
Washington Taxes Everything Around Me
ON DEMAND SESSION
Baratta, Joe
Joe Baratta
SVP, Head of Trusts & Estates, North America, Bonhams
Los Angeles, CA
Joe Baratta is SVP, Head of Trusts & Estates, North America at Bonhams based in the Los Angeles office. Joe works closely with an extensive network of professional fiduciaries, trust officers, attorneys, and client advisors on estate collections ranging from fine art and jewelry to collectible motor cars. Since joining Bonhams Joe has been responsible for bringing to auction “”A Perfect Jewelry Box,”” a white-glove jewelry collection which achieved $6.5M, including a 35-carat diamond that brought $2.7M and a 22.1-carat that sold for $1.62M; the “Future Classics Collection” of motor cars sold at The Quail Auction in 2025 for $32.2M hammer including a 2020 Bugatti Devo that sold for $8M; the Mary Steinbeck Dekker Family Collection of her brother John’s literary material; the important collection of American furniture and paintings, carpets, and Native American works from the estate of William Dana Lippman; Helen Frankenthaler’s “”Alchemy,”” which achieved almost $3M from the estate of Dana and Chuck Maltz; and Richard Diebenkorn’s “”Green,”” which brought $542,000.
Joe is a regular speaker on the topic of estate planning around tangible personal property to trust departments and local organizations. He is a member of several professional, museum, and philanthropic organizations. A native Angeleno, Joe earned a BA in Art History from Boston College.
Appraisals and Transfer Tax Compliance
ON DEMAND SESSION
Donaldson, Samuel A.
Samuel A. Donaldson
Professor and Associate Dean for Academic Administration, Georgia State University College of Law
Atlanta, GA
SAMUEL A. DONALDSON [J.D. University of Arizona; LL.M. (Taxation) University of Florida] is the Associate Dean for Academic Affairs and Professor of Law at Georgia State University in Atlanta, where he teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law, and professional responsibility. Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law in Seattle for 13 years, where he served as the Director of the law school’s Graduate Program in Taxation as well as Associate Dean for Academic Administration. In addition to Georgia State and the University of Washington, Professor Donaldson has taught law school classes at Northwestern University, the University of Florida, and Emory University. He has won nine “professor of the year” awards at three different law schools.
He is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Bar in Washington, Oregon, and Arizona. He currently serves as the Tax Editor for the Probate Practice Reporter, a monthly publication from the University of South Carolina School of Law. Among his scholarly works, Professor Donaldson is a co-author of the popular law school textbook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning reference volume published by Wolters Kluwer.
An amateur crossword constructor, his puzzles have been published in The New York Times, The Los Angeles Times, The Washington Post, The Wall Street Journal, and other outlets. A perennial contender for People Magazine’s “Sexiest Man Alive” honor, Professor Donaldson was recently notified by email of his selection to receive substantial sums of money from high-level Nigerian business officials in exchange for his bank account information.
Friday, November 6, 8:00am
Firuz, A. Paul
Paul Firuz
Co-Owner, Firuz & Jeffrey PLLC
Seattle, WA
Paul Firuz enjoys helping clients envision and establish estate plans that make sense for their families, whether the goal is to protect future generations, transfer wealth without incurring unnecessary taxes, or provide a clear roadmap and discourage future litigation among loved ones. Paul also counsels clients through the process of administering trusts and estates, and helps clients resolve disputes involving estates and trusts. Paul has represented beneficiaries, personal representatives, and trustees in court, mediation, arbitration, and collaborative non-judicial dispute resolutions. Paul is a Fellow of the American College of Trust and Estate Counsel (ACTEC), has been designated by his peers as a “Rising Star” and then “Super Lawyer” every year since 2014, is member of the Washington State Bar Association’s Real Property, Probate and Trust Section and speaks frequently regarding trust and estate matters.
Ending Probates for Profit
Friday, November 6th at 11:15 AM
Fitzsimons Jr., Dana G.
Dana G. Fitzsimons Jr.
Managing Director and Senior Fiduciary Counsel, Bessemer Trust
Atlanta, GA
Mr. Fitzsimons is Managing Director and Senior Fiduciary Counsel at Bessemer Trust. In this role, he is responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans, and for guiding the firm on fiduciary issues. He serves as Chair of the firm’s Fiduciary Counsel Committee and its Diminished Capacity Working Group.
Prior to joining Bessemer, Dana was a partner with McGuireWoods LLP, where he practiced in the areas of fiduciary litigation and estate planning.
He is a Fellow of the American College of Trust & Estate Counsel (ACTEC) and currently serves on its Board of Regents. He has been recognized in Chambers USA: America’s Leading Lawyers for Business, is a 2021 inductee into the NAEPC Association Estate Planning Hall of Fame and a member of The International Academy of Estate and Trust Law, and he frequently lectures on fiduciary topics.
Dana earned a J.D. from William & Mary Law School, where he was a member of the law review and graduated Order of the Coif, and a B.A. in music from Ithaca College School of Music. He continues to actively perform and record as a jazz and rock drummer.
Significant, Curious, or Downright Fascinating Fiduciary Cases
Thursday, November 5th at 9:00 AM
Goffe, Wendy S.
Wendy S. Goffe
Partner, Ogden Murphy Wallace P.L.L.C.
Seattle, WA
Wendy Goffe has more than 30 years of experience counseling clients on estate planning issues, including representing and collaborating with private collectors, foundations, museums, and art advisors needing legal counsel related to the purchase, sale, gifting, and recovery of fine art and other creative works. Wendy has advised clients on probate and trust administration, estate and gift taxation, charitable giving and nonprofit entities, and issues concerning unmarried couples. She has extensive experience preparing prenuptial, postnuptial, and cohabitation agreements.
Wendy is a Fellow of The American College of Trust and Estate Counsel and a member of The International Academy of Estate and Trust Law. She is the co-executive editor and co-author for the Leimberg Library Tools & Techniques book, Estate Planning for Modern Families (4th ed.). She is a member of the National Association of Estate Planners & Councils’ Estate (NAEPC) Planning Hall of Fame and a recipient of the NAEPC Accredited Estate Planner (Distinguished) designation.
Wendy is a regular speaker at local, regional, and national events addressing a variety of estate planning topics. She has also been interviewed by and written for many national publications.
Protecting Intellectual Legacies
Thursday, November 5th at 2:10 PM
Goliat, J.D., LL.M, Kelly
Kelly Goliat, J.D., LL.M. Taxation
Director of Tax, Trust, and Estate Planning at KeyBank
Director of Tax
Cleveland, Ohio
Kelly Goliat, J.D., LL.M. (Taxation), serves as Director of Tax, Trust, and Estate Planning at KeyBank, where she provides guidance to individuals, families, and business owners on strategies to minimize estate, gift, and generation skipping transfer tax exposure. Her work focuses on helping clients develop comprehensive estate plans aligned with personal, financial, and philanthropic goals tailored to each client’s unique circumstances. Kelly specializes in advanced planning strategies supporting intra family wealth transfers, valuation discount planning, charitable planning, and business succession, while maintaining a deep and current understanding of evolving tax laws and regulations.
Prior to joining KeyBank, Kelly spent 13 years in the estate tax department at Bank of America Private Bank, where she focused on the preparation and review of federal estate tax returns and state level estate and inheritance tax returns. Her experience includes advising clients on valuation issues, portability elections, GST tax planning, and post mortem planning strategies, as well as coordinating audit responses before the Internal Revenue Service. Kelly holds an LL.M. in Taxation from Villanova University, a J.D. from Cooley Law School, and a B.A. in English from John Carroll University. She is a member of the State Bar of Texas.
Appraisals and Transfer Tax Compliance
ON DEMAND
Hurt, Katie
Katie Hurt
Attorney, Feeney Law Offices, PLLC
Richland/Issaquah, WA
Katie Hurt earned her Juris Doctor Cum Laude from Seattle University School of Law and a Bachelor of Arts in Economics and Political Science from the University of Washington.
Katie Hurt grew up in the disability community, so she understands firsthand the struggles and needs of families impacted by disabilities. Her interest in advocacy began when her brother was diagnosed with Autism as a child. She chose to pursue a career in the legal profession to better meet the more complex needs of families like hers.
Ms. Hurt has experience navigating the areas of federal, state, and county benefits and understands how assets, income, and special needs trusts can impact an individual’s access to them. Ms. Hurt has also gained expertise in guardianship, estate planning, trust drafting and administration, special education, and independent living and housing options. In her free time, Ms. Hurt has coached the Ski Hawks Special Olympics ski racing team and has served on the Board for the Arc of King County and the Arc of Washington State. In 2018, 2019, and 2023, she received recognition as a Washington State Super Lawyers Rising Star.
Special Needs Trust Planning: Common Mistakes and Solutions
Thursday, November 5th at 3:30 PM
Loomis-Price, Stephanie
Stephanie Loomis-Price
Partner, Perkins Coie LLP
Seattle, WA/Austin, TX
Stephanie represents taxpayers in federal gift and estate tax litigation against the Internal Revenue Service (IRS), as well as in state fiduciary and probate controversy work. Stephanie Loomis-Price represents taxpayers in federal gift and estate tax litigation against the Internal Revenue Service (IRS), as well as in state fiduciary and probate controversy work. In her national practice, she has assisted clients in numerous federal tax cases in the U.S. Tax Court, the U.S. Court of Federal Claims, and the U.S. Courts of Appeals for the Fifth, Eighth, and Eleventh Circuits. In addition, she regularly appears in probate courts in Texas. Stephanie advises clients regarding estate administration and helps them minimize litigation and audit risks. Her practice also includes counseling executors, trustees, and beneficiaries regarding funding, administration, taxation, distribution, and termination and wind-up of estates and trusts. She prepares, reviews, and files federal transfer tax returns and assists trustees and beneficiaries with judicial and nonjudicial modifications to irrevocable trusts. Stephanie also obtains private letter rulings from the IRS on estate, gift, and generation-skipping transfer tax matters. Finally, when tax disputes remain unresolved, Stephanie and her team defend taxpayers in trial. Experienced in helping business owners, Stephanie advises on tax-efficient succession planning with a focus on minimizing litigation and audit risk. She also assists families in designing, funding, and maintaining closely held businesses. A Fellow of both the American College of Trust and Estate Counsel (ACTEC) and the American College of Tax Counsel (ACTC), Stephanie regularly speaks nationwide on topics related to gift and estate tax matters.
Identify the Client and Untangling Ethical Knots in Estate Planning
Friday, November 6th at 3:15 PM
Jeffrey, Katie
Katie Jeffrey
Counsel, Davis Wright Tremaine LLP
Seattle, WA
Katie advises charitable donors and tax-exempt organizations on legal and strategic matters critical to advancing their missions. Her practice encompasses counseling public charities, private foundations, and other nonprofit entities through all stages of the tax-exempt lifecycle—from formation and securing tax-exempt status to ongoing tax and regulatory compliance. She advises clients on grantmaking programs, advocacy efforts, and other programmatic activities.
Katie also supports nonprofit organizations with their corporate governance and operational needs, including board management, policy development, and risk mitigation. She has significant experience advising on complex nonprofit transactions such as mergers and acquisitions, dissolutions, joint ventures, reorganizations, and fiscal sponsorship arrangements.
In addition to her nonprofit work, Katie counsels individual clients on estate planning and tax matters. She designs and implements tailored estate plans using wills, trusts, charitable giving vehicles, and other wealth transfer strategies. Her practice includes advising on intra-family business succession, handling trust and estate administrations, and guiding clients through probate proceedings. Katie also represents individuals in IRS audits of estate and gift tax returns and provides counsel on income tax planning.
Administering Charitable Estates: Navigating Complexity and Compliance
Friday, November 6th at 2:00 PM
Jewkes, Jenifer
Jenifer Jewkes
Partner, Ballard Spahr LLP
Seattle, WA
Jenifer’s practice operates at the intersection of estate planning and philanthropy. She draws from her decade of experience in public accounting and tax compliance to support clients in fully mapping the complexities of estate plans with charitable components needing to be executed now or at the time of death.
Jenifer advises clients in tax, charitable, estate, and succession planning, as well as estate and trust administration for high-net-worth families and individuals. She counsels her clients on planning and compliance with regard to income, estate, gift, and generation-skipping transfer taxes. She also advises individuals, trusts, estates, tax-exempt organizations, corporations, and partnerships regarding tax and planning matters, including representing clients in gift-estate and income tax audits.
Administering Charitable Estates: Navigating Complexity and Compliance
Friday, November 6th at 2:00 PM
Macey-Cushman, Angela
Angela Macey-Cushman
Partner, Macey-Cushman & Reilly, PLLC
Edmonds/Seattle, WA
Angela Macey-Cushman, MN, MHA, JD is a founding attorney at Macey-Cushman & Reilly, PLLC, where she advises individuals and families on elder law, estate planning, special needs trusts, and long-term care planning. With a professional background that includes degrees in nursing, health administration, and law, Angela brings a multidisciplinary approach to complex legal issues involving healthcare, disability, and aging.
Angela’s training as a nurse continues to shape her client-centered and practical approach to legal problem-solving. Her work frequently involves helping families navigate Medicaid eligibility, protect public benefits, and plan for long-term care while preserving dignity and autonomy.
Angela is a frequent lecturer and presenter on topics such as special needs trusts, ABLE accounts, and estate planning for individuals with disabilities. She has presented for legal, professional, and community organizations across Washington and beyond. She is also an adjunct professor at Seattle University School of Law, where she contributes to training the next generation of attorneys. She is also a member of Washington Dementia Action Collaborative, appointed by Gov. Jay Inslee.
Special Needs Trust Planning: Common Mistakes and Solutions
Thursday November 5th at 3:30pm
McGee, Elise J.
Elise J. McGee
Partner, McDermott Will & Schulte LLP
Chicago, Illinois
Elise J. McGee is a partner at McDermott Will and Schulte LLP. She advises high-net-worth individuals and business owners on all aspects of wealth-transfer planning, including estate and trust administration, wealth-transfer techniques, cryptocurrency planning, real estate transactions and tax and closely held business matters. Elise has extensive experience working with owners of closely held businesses to develop governance and succession plans, and on corporate, tax and compliance matters relating to those businesses.
Elise specializes in the formation and operation of trust companies and family offices, and has advised clients on these structures in multiple jurisdictions while working with state regulators to develop customized structures for clients. A Wyoming licensed attorney, she co-drafted Wyoming’s 2019 trust company legislation, including 2021 updates. Elise has analyzed regulatory compliance issues facing trust companies and family offices, and has helped clients develop operational policies and procedures. She also advises clients on the litigation, tax and regulatory risks facing trust companies and family offices and their decision-makers.
Elise is an American College of Trust and Estate Counsel (ACTEC) Fellow, and also has been recognized in Chambers High Net Worth, Illinois: Private Wealth Law. She is currently the Chair of the Executive Committee of the Trust Law Committee of the Chicago Bar Association.
Digital Assets in Generational Wealth Planning
Thursday, November 5th at 10:15 AM
Pleasants, Nicholas
Nicholas Pleasants
Shareholder, Oseran Hahn P.S.
Bellevue, WA
Nicholas Pleasants is a shareholder in the Estate Group at Oseran Hahn P.S. in Bellevue, Washington. His practice focuses on Elder Law, including Estate Planning, Probate, Guardianship, and Trust Litigation. Prior to joining Oseran Hahn, Nick founded his own law firm in 2019. Nick previously practiced as an associate attorney for his father at James Pleasants, P.C. He is a member of the East King County Estate Planning Council, the Real Property, Probate, and Trust (RPPT) Section of the Washington State Bar, and an EAGLE Member of the Washington State Association for Justice. He currently serves on the Executive Committees of the Elder Law Section and Solo & Small Practice Section of the Washington State Bar. He holds a B.A. in Economics & Political Science from Columbia University, and a J.D. and an LL.M. in Taxation from the University of Washington School of Law. He was admitted to the Washington State Bar in 2015.
Transfers Under Garn-St. Germain Act
Thursday, November 5th at 11:20 AM
Poe, Valerie
Valerie Poe
Estate Tax Manager, Washington State Department of Revenue
Tumwater, WA
Valerie Poe is the Estate Tax Manager. She works with the Estate Tax section of the Audit division of the Department of Revenue. She has worked for the estate tax team for three years. Valerie has worked for the Department of Revenue for four years. She started with the Compliance division working as a Revenue Agent. She graduated with an Accounting degree from Purdue University.
Washington State Department of Revenue Estate Tax
Thursday, November 5th at 1:10 PM
Revill, Joel
Joel Revill
Co-Founder and CEO, Two Ocean Trust
Jackson Hole, WY
Joel Revill serves as Chief Executive Officer of Two Ocean Trust, where he advises ultra‑high‑net‑worth individuals, family offices, and foundations on trust, custody, and investment strategies.
Joel brings more than three decades of experience across public and private markets, fiduciary governance, and investment management. Prior to co‑founding Two Ocean Trust, he was a Portfolio Manager at Citadel, a $65 billion global alternative investment manager.
In addition to advising families, Joel serves in a range of public and nonprofit governance roles. He chairs the Selection Panel for Wyoming’s Investment Funds Committee, which oversees the state’s $32 billion sovereign fund. Appointed by Governor Mark Gordon, he also serves on the Wyoming Blockchain Select Committee, which has pioneered more than 40 pieces of legislation related to blockchain and emerging technologies. He is a member of the Wyoming Stable Token Commission, overseeing the first state‑issued stablecoin. Joel also serves on the boards of several private family trust companies and nonprofit organizations, including Investment Committee Chair for the Community Foundation of Jackson Hole.
Joel holds bachelor’s degrees in Finance and Japanese Language and Literature from the University of Oregon, studied at Obirin University in Japan, and pursued graduate studies at Stanford University.
Digital Assets in Generational Wealth Planning
Friday, November 6th at 10:15 PM
Scalise Jr., Ronald J.
Ronald J. Scalise Jr.
John Minor Wisdom Professor of Civil Law
Tulane University Law School, Professor
New Orleans, Louisiana
Ronald J. Scalise Jr. is the John Minor Wisdom Professor of Civil Law at Tulane University Law School. Professor Scalise is a member of the American Law Institute, an associate member of the International Academy of Comparative Law, the Treasurer of the American Society of Comparative Law, a Professeur Invité at the Université Paris-Panthéon-Assas, an academician in the International Academy of Estate and Trust Law, and an academic fellow in the American College of Trusts and Estates Counsel (ACTEC). He currently serves as Louisiana State Chair for ACTEC and as a member of the Board of Regents. Professor Scalise has served on numerous law reform projects on both the state and national level, including as Reporter for both the Uniform Law Commission’s Community Property Disposition at Death Act and the Uniform Law Commission’s Drafting Committee for an Act on Conflict of Trust and Estate Laws. His scholarship focuses both on domestic trusts and estates issues as well as comparative and civil law perspectives on successions. He has authored an extensive number of law review articles, book chapters, and treatise updates.
Conflict of Laws in Trusts and Estates
Friday, November 6th at 1:00 PM
Smith, Barbara Jo
Barbara Jo Smith
Lawyer / Heltzel Williams, P.C.
Salem, OR
Barbara Jo Smith is a shareholder at the Salem law firm of Heltzel Williams, P.C. She has served as chair of both the Estate Planning and Administration Section and Tax Section of the Oregon State Bar. She is active on a committee working on legislation to improve the estate tax relief legislation for natural resources property (farms, forests, and fishers). She has taught the Federal Estate and Gift Tax course at Willamette University School of Law as an adjunct professor and spoken several times at the Willamette Valley Estate Planning Council on a variety of topics such as the estate tax rules for non-citizen spouses and community property. She has also given presentations before the Oregon State Bar on disclaimer planning.
Oregon Law Update
ON DEMAND SESSION
Stanley, Rebekah
Rebekah Stanley
Sen. Manager, Deloitte Tax LLP
Seattle, WA
Rebekah has over 14 years of experience providing tax compliance and consulting services to a variety of nonprofit organizations (including 501(c)(3) and (c)(4) organizations), high net worth individuals, family offices, and others in their philanthropic endeavors. She has extensive experience consulting with her clients on philanthropic structuring, program activities, shared services, international grant-making and investment analysis.
Prior to joining Deloitte, Rebekah worked at a family office, managing the tax aspects of philanthropic giving, including contracts and grants review, and tax compliance for the philanthropic organizations.
Rebekah is a member of Deloitte’s Global Center for Excellence in Philanthropy. She holds a JD from Seattle University School of Law, as well as a BS and Masters in Accounting from Montana State University. She is a Certified Public Accountant and a member of the AICPA and Washington State Bar Association.
Administering Charitable Estates: Navigating Complexity and Compliance
Friday November 6th at 2:00pm
Upton, Liberty
Liberty Upton
Attorney, Bertram & Cashman PLLC
Seattle, WA
Liberty Upton is an attorney with the firm Bertram & Cashman PLLC (f.k.a. KHBB Law) in Seattle. Her practice focuses primarily on the areas of estate planning, taxation, probate, and trust administration. She loves helping people get their estates organized and helping people wade through difficult decisions surrounding death and gift/estate taxes. Liberty received her JD from Seattle University School of Law, and earned her Masters of Law in Taxation from the University of Florida Levin College of Law. Liberty is on the executive committee of the WSBA RPPT; and she is a member of the Estate Planning Council of Seattle, Washington Women in Tax, and Seattle Philanthropic Advisors Network. She is a frequent lecturer on estate planning and probate issues. She has been nominated by her peers as a Super Lawyers Rising Star from 2018 to 2024, and Best Lawyers in America in 2026.
Washington Legislative and Case Law Update, November 5th at 8:00 AM
Wierbicki, Diana
Diana Wierbicki
Partner, Loeb & Loeb LLP
New York, NY
Diana Wierbicki brings two decades of experience in art law, managing a broad spectrum of domestic and international art law matters. Diana has overseen billions of dollars in art transactions, helping clients navigate the complex legal landscape affecting these deals.
Diana works with domestic and international high net worth individuals and families often in collaboration with their family offices, art advisors, estate planning lawyers and accountants to ensure that the unique aspects of art as an asset and the nuances of the art market do not get overlooked. She approaches assisting her clients with a team player spirit and with sensitivity and thoughtfulness to impact family relationships. She has broad experience across fine art and collectible property categories—ranging from antiquities and old masters to contemporary art collections and collectibles such as musical instruments, dinosaurs, rare books and coins.
Diana also provides counsel to art businesses on all facets of their transactions, operations and international growth. Moreover, she offers guidance to artists regarding their legacy planning and gallery representation. She is at the forefront of representing clients in pioneering developments reshaping the art market, including the intersection of technology and art, and the evolving parallels between fashion and art.
What’s Trending in Collectibles
Thursday November 5th at 10:20am
Wolven, Lauren J.
Lauren J. Wolven
Partner | Arentfox Schiff LLP
Chicago, IL
Lauren J. Wolven is a partner Arentfox Schiff LLP in Chicago. She concentrates her practice on estate planning, tax and succession for privately held businesses, charitable planning and fiduciary risk management. A Fellow of the American College of Trust and Estate Counsel, and a Regent and past Illinois State Chair for ACTEC, Lauren is a frequent lecturer and author on a variety of estate planning and trust administration topics. Lauren is a past president of the Chicago Estate Planning Council and a former Board Member of the Illinois Institute for Continuing Legal Education. She was named by Law Bulletin Publishing Company as one of its “40 Under 40” in 2010, has been included in Chambers USA since 2015 and in Best Lawyers since 2012. Lauren has been listed by SuperLawyers as one of the Top 50 Women in Illinois and as one of the Top 100 Attorneys in Illinois. Lauren is a 1996 graduate of Indiana University, and was part of the 3rd class of Wells Scholars. She earned her J.D. from University of Illinois College of Law. Lauren is actively involved with several charitable organizations, including as a member of the Board of Directors of Anti-Cruelty, one of Chicago’s oldest and largest animal welfare organizations.
Identifying the Client and Untangling Ethical Knots in Estate Planning
Friday November 6th at 3:15pm
Wood, Robert
Robert Wood
Principal, Deloitte Tax LLP
Seattle, WA
Robert is a Tax Principal based in Deloitte’s Seattle, Washington office, and has more than seventeen years of experience in multistate taxation. In his current role, Robert heads the firm’s West Region, leads Gross Receipts Tax Suite and serves and the Washington State Jurisdictional Technical Lead. Robert’s technical experience focuses on sales and use tax, gross receipt taxes, including Business & Occupation Tax. Robert’s background ranges from sales and use tax reverse audits, nexus and taxability studies, as well as controversy consulting including audit defense and tax appeals at the state and local levels.