The Montana Taxpayers Association 104th Annual Meeting

The Montana Taxpayers Association 104th Annual Meeting

Join us for the most important Montana Taxpayers’ event of the year!

  • Economic Outlooks
  • Learn about the new tax policies and issues currently facing Montana taxpayers.
  • Interim activities that affect Montana taxes.
  • Approve and induct the MonTax Board of Directors for 2026


WHEN: Wednesday, December 10, 2025
All-day event starting with registration at 9:30 a.m.

WHERE: Great Northern Hotel, Helena, MT

Thank You for Sponsoring!

Agenda of Speakers and Topics

9:30 am
Registration

10:00 am
Tax Foundation – Download Presentation
Jared Walczac, Vice President of State Projects
• One Big Beautiful Bill

Legislative Fiscal Division – Download Presentation
Sam Schaefer, Fiscal Analyst
• One Big Beautiful Bill: Effects on Montana

12:00 pm – Lunch
Welcome: Tom Ebzery, Chair, Board of Directors
Retiring Board Members Recognition & Introduction of 2026 Board

12:30–1:30 pm
Keynote Luncheon Speaker – Download Presentation
Jared Walczac, Tax Foundation
• The Challenges of Fully Repealing Property Taxes

1:40–2:40 pm
Economic Outlook 2026 – Download Presentation
Jeffrey Michael, Director, Bureau of Business and Economic Research, University of Montana
• Upcoming Economic Issues in Montana

2:45–3:45 pm
Department of Revenue – Download Presentation
Deputy Director Scott Mendenhall and Staff
• 2026 Implementation of Property Tax System for Residential & Commercial Property
• How the 2-Year Cycle Is Working in Other Property Classes
• Other Timely Matters

3:45–3:55 pm
Afternoon Break

3:55–5:00 pm
Montana’s Frontier Institute – Download Presentation
Kendall Cotton, President & CEO
• How Montana Could Eliminate Property Taxes

5:00 pm
Evening Reception

Jared Walczak

Vice President of State Projects at the Tax Foundation

Keynote Speaker

  • One Big Beautiful Bill 
  • The Challenges of Fully Repealing Property Taxes

Jared Walczak is Vice President of State Projects at the Tax Foundation. He is the lead researcher on the annual State Business Tax Climate Index and Location Matters, and has authored or coauthored tax reform guides on Alaska, lowa, Kansas, Louisiana, Nevada, New York, Pennsylvania, South Carolina, West Virginia, and Wisconsin.

Jared’s work is regularly cited in The New York Times, The Wall Street Journal, The Washington Post, Los Angeles Times,
Politico, AP, and many other prominent national and state outlets.

He previously served as legislative director to a member of the Senate of Virginia and as policy director for a statewide campaign, and consulted on research and policy development for a number of candidates and elected officials. In his free
time, Jared enjoys hiking and has a goal of visiting all 63 national parks.

Joe Bishop-Henchman

Executive Vice President, NTUF

Douglas L. Lindholm, Esq. is Special Counsel of the Council On State Taxation (COST). COST, with a membership of over 500 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, and as Senior Manager in the Washington National Tax 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; offers commentary on radio and television; and is a frequent keynote 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 Advisory Board of the National Multistate Tax Symposium; the Board of Trustees of the New England State & Local Tax Forum, and the Editorial Advisory Board of Tax Management, Inc. He also serves on the Board of Directors and as President of COST’s research affiliate, the State Tax Research Institute (STRI). 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 was also named to the “All-Decade State Tax Team” by State Tax Notes in January 2010 and is the recipient of the 2019 COST/Paul Frankel Excellence in State Taxation Award.  In 2020, Mr. Lindholm received the Bloomberg Tax and Accounting Franklin C. Latcham Award for Distinguished Service in State & Local Tax. He is a graduate of American University’s Washington College of Law in Washington, DC, and Lynchburg College (BA in Accounting) in Lynchburg, Virginia.

Member Fee: $125
Non-Member Fee: $175

Credits offered to attorneys and CPAs for attending.

Registration Due November 24, 2025 

Rather not Register Online?
Download Paper Registration Form

Sponsor the Annual Meeting

Our annual meeting is a much-anticipated annual event bringing economic and tax policy experts and policymakers together.

Sponsorship is important to the success of this event, where your sponsorship will be recognized throughout the day. Your company will be listed as a sponsor on prominent signage, poster boards, and the digital platform, and your logo will included on PowerPoint presentations.

To be a sponsor, complete form below or download form here and send form by mail to:
Montana Taxpayers Association
PO Box 4909
Helena, MT 59604
or email it to [email protected].

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