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IPT Welcomes New Officers

Published: August 2nd, 2017

By: Robert S. Goldman

Atlanta, Georgia – The Institute for Professionals in Taxation® (IPT), a nonprofit educational organization that serves professionals working in state and local taxation across the United States and Canada, is proud to announce the election of several new officers and Board of Governors for the 2017 – 2018 term.

Robert S. Goldman, CMI, Esq., of counsel at Dean, Mead & Dunbar in Tallahassee, Florida, has been elected president of IPT.  His primary duty as president will be to provide leadership to the IPT membership by developing strategic goals that further the organization’s mission of providing unparalleled education in state and local taxation.  He will also preside over board of governors meetings, lead the executive committee, oversee the Institute’s schools, symposia and seminars, and provide guidance to the IPT executive director in operationalizing the board of governors’ directives.  Mr. Goldman succeeds Kellianne M. Nagy, CMI, CAE, founder of KMN Enterprises, who will complete her term on the executive committee as immediate past president.

Mr. Goldman joined IPT in 1979 and has established an impressive resume of dedication to IPT and its mission. He served from 1990-1993 as a member of the IPT Board of Governors and has been an instructor at IPT schools since 1987.  He has chaired or served on more than 20 IPT committees and has spoken extensively at IPT programs. He twice received IPT’s Distinguished Service Award and was recognized as Instructor of the Year in both the Sales & Use and State Income Tax schools.

IPT members also elected Rick H. Izumi, CMI, founder of ITA, LLC, to the position of first vice president and Janette M. Lohman, CMI, CCIP, CPA, Esq., partner at Thompson Coburn LLP, as second vice president.  Mr. Izumi and Ms. Lohman will also serve on the IPT Executive Committee.

The newly elected Board of Governors serving three-year terms are Brigitte R. Kaigler, CPA, CGMA, CMA, MBA, tax manager at Albemarle Corporation; Malena S. Marshall, CMI, indirect tax manager at Softlayer, An IBM Company; and Jessica C. Nowlin, senior director of indirect tax at Best Buy Enterprise Services, Inc.

The Institute for Professionals in Taxation, founded in 1976, is a 501(c)(3) nonprofit professional association serving more than 4,000 members throughout the United States and Canada. IPT is dedicated to the uniform and equitable administration of property, sales & use, and state income taxes, and credits and incentives, and minimizing the cost of tax administration and compliance. More information about IPT is available at