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The Montana Taxpayers Association 103rd Annual Meeting

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  •  December 4, 2024
     10:00 am - 5:00 pm

The Montana Taxpayers Association 103rd 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 2025


WHEN: Wednesday, December 4, 2024
All-day event starting with registration at 10:00 a.m.

WHERE: Great Northern Hotel, Helena, MT

Agenda of Speakers and Topics

  • 9:30 am
    Registration – Morning Coffee Break
  • 10:00-11:00 am
    Doug Lindholm, Council on State Taxation 
  • 11:00 am – 12:00 pm
    Joseph Bishop-Henchman, National Taxpayers Union
  • 12:00 pm
    Lunch – Welcome by Tom Ebzery, Chair, Board of Directors – Retiring Board Members Recognition
  • 12:30-1:15 pm
    Keynote Luncheon Speaker – Governor Greg Gianforte 
  • 1:30-2:15 pm
    Economic Outlook 2025 – Patrick Barkey, Director, Bureau of Business and Economic Research, University of Montana | DOWNLOAD PRESENTATION
  • 2:15-3:00 pm
    Department of Revenue – Deputy Director Scott Mendenhall and Staff | DOWNLOAD PRESENTATION
  • 3:00-3:15 pm
    Afternoon Break
  • 3:15-4:00 pm
    Revenue Update – Legislative Fiscal Division, Director Amy Carlson and Sam Schaefer, Fiscal Analyst | DOWNLOAD PRESENTATION
  • 4:00-5:00 pm
    Legislative Leadership Panel
    Senate Majority Leader – Tom McGillvray

    Senate Minority Leader – Pat Flowers
    Speaker of the House – Brandon Ler

  • 5:00 pm
    Evening Reception
Douglas L. Lindholm

Special Counsel and Chair, STRI Advisory Board

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.

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: $110
Non-Member Fee: $160

Credits offered to attorneys and CPAs for attending.

Registration Due November 24, 2024 

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].

    Register Now

    The Montana Taxpayers Association 102nd Annual Meeting

    We're sorry, but all tickets sales have ended because the event is expired.

    •  December 6, 2023
       10:00 am - 5:00 pm

    The Montana Taxpayers Association 102nd 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 2024


    WHEN: Wednesday, December 6, 2023
    All-day event starting with registration at 10:00 a.m.

    WHERE: Great Northern Hotel, Helena, MT

    Current Agenda of Speakers and Topics

    • Misty Ann Giles, Department of Administration Director – Distribution of Federal funds for broadband deployment in Montana.
    • John Hines, Northwestern Energy – Energy availability and grid capacity in Montana and the region.
    • Bob Brown, Former Secretary of State – Tribute to Chuck Johnson, longtime state political reporter and participant in our last two annual meetings.


    LUNCH

    • Luncheon Keynote Speaker – Fred Nicely, Senior Tax Counsel, Council on State Taxation (COST)
    • Amy Watson, State Economist, Department of Labor – Economic outlook presentation.
    • Scott Mendenhall – Deputy Director, Derek Bell – Business & Income Tax Division, Rachael Milne – Tax Specialist for the Department of Revenue – Reappraisal, 2-year assessment cycle Centrally Assessed Properties, Change in Income Tax System for 2024
    • Chris Dorrington, Director of the Department of Environmental Quality – Reaction to the Held decision.
    • Senator John Esp, Representatives Jim Hamilton and Bill Mercer, and Nick Van Brown, Legislative Fiscal Division staff – Plans and activities of the Modernization and Risk Analysis (MARA) committee: Senator John Esp, Representative Jim Hamilton, Nick Van Brown, Legislative Fiscal Division Staff, and Dwaine Iverson, Montana Taxpayers Association Board Member.
    • Sam Schaefer, Fiscal Analyst – Update on state revenue and demographic changes in income taxpayers.

     

    The event will wrap up with our excellent evening reception offering drinks and heavy hors d’oeuvres.

    Member Fee: $110
    Non-Member Fee: $135

    Credits offered to attorneys and CPAs for attending.

    Registration Due November 24, 2023

    Thank you sponsors!

    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, send form by mail to:
    Montana Taxpayers Association
    PO Box 4909
    Helena, MT 59604
    or email it to [email protected].

    Register Now