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The Gathering Storm: 2025 and the Coming Tax and Fiscal Showdown

May 16 @ 8:00 am - May 17 @ 1:00 pm

Program Manager: KPMG

**  We recently hosted a webcast to provide a preview of the topics and issues that will be discussed at the May Symposium.  Check it out! **

Program Description

Not long ago, after decades of only peripheral changes, the U.S. tax system appeared to be stable. But now the opposite seems true. With the approaching sunset of numerous corporate and individual tax cuts that are parts of the Tax Cuts and Jobs Act, the Build Back Better Act proposals, the Inflation Reduction Act, BEPS 2.0, and a looming Supreme Court tax ruling, the future of tax policy seems to be anything but stable and is expected to reach a crescendo in 2025. Elections in jurisdictions around the country and the world loom over all this, with potentially great effect on the direction of change.

This dynamic sets up a series of difficult, yet critical, questions for policymakers and taxpayers alike as they try to navigate through the coming storm of changes.

On the domestic front, these questions include how soaring deficits and high interest rates will dictate the coming tax agenda. Other pressing matters include:

  • How could, or should, the next Congress handle the trillions of dollars of expiring TCJA tax cuts?
  • How will the composition of future legislative, regulatory, judicial, and other governmental institutions impact the answer to that question?
  • What lessons have we learned from the policies enacted in the TCJA? Moreover, how should policymakers interpret the six-plus years of TCJA economic and tax data as they shape the coming tax agenda?
  • How are companies preparing for possible outcomes of upcoming elections?

And on the international front, U.S. policymakers must determine how to respond to not only other jurisdictions implementing the various pieces of Pillar Two, but also the undeniable additional important issues arising from it, including:

  • How will governments assess whether adoption of Pillar Two will set off a new round of global tax competition?
  • What policy tools will governments use to continue to compete for global investment?
  • And what will become of important issues addressed and unaddressed by Pillar One? Are digital taxes an inevitability and, if so, what consequences might that trigger?

Adjacent to these questions, others will demand urgent attention from taxpayers, tax administrators and tax policy makers. For example:

  • Will Treasury’s ongoing guidance projects provide taxpayers with clarity or simply more complexity?
  • How could a Supreme Court ruling in the Moore case change an already complex tax policy agenda?
  • Will the coming wave of mandatory tax disclosures, at home and abroad, impact how taxpayers operate and how they are viewed by the public, tax administrators, and other stakeholders?

And of the most immediate importance, what are companies doing to navigate this uncertain and rapidly evolving environment?

At the 25th Annual Tax Policy & Practice Symposium we will ask and debate each of these questions, while providing real world guidance on how to best prepare for the changes that will continue to be presented to corporate tax professionals.

Plan now to join the dialogue with tax executives, policymakers, administrators, economists, tax advisors, thought leaders and academics, as we come together to explore emerging policy considerations, share insights, and exchange practical strategies for navigating the gathering storm.



Early bird registration (register by COB Tuesday, April 16, 2024):  $1,100

Regular registration (register after April 16, 2024):  $1,450

Government employees and Academics (full-time faculty and students):  $350


Continuing Education

Participation in the symposium will allow you the opportunity to receive continuing education credits. TCPI is registered with NASBA, and in accordance with its policies, up to 13 CPE credits can be earned. (NASBA Field of Study: TAXATION.)

TCPI will also apply for CLE accreditation from those states that require it, which participants list on their registration form. The total amount of earned CLE credits varies by states.

CPE: TBA credit hours (based on a 50-min per credit hour standard)
CLE: TBA credit hours (based on a 50-min per credit hour standard); TBA credit hours (based on a 60-min per credit hour standard)

The Tax Council Policy Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: http://www.nasbaregistry.org/.


When & Where

May 16 - 17, 2024
Annual Symposium
The Ritz-Carlton
1150 22nd Street NW
Washington, DC, Washington, DC
+ Google Map

Program Manager


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The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities.
Early Bird Registration
Register by COB Tuesday, April 16, 2024
$ 1,100.00
Government Employees and Members of Academia
Full-time students and faculty only
$ 350.00


Comp Registration

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Exhibitor Registration

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Media Registration

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Speaker Registration

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Pay by Check

Pay by Check Make check payable to Tax Council Policy Institute

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Planning Committee.

KPMG *2024 TCPI Symposium Program Manager*

Danielle Rolfes
Partner in Charge, Washington National Tax

KPMG *2024 TCPI Symposium Program Manager*

John Gimigliano
Prinicpal-in-charge, Federal Tax Legislative and Regulatory Services

KPMG *2024 TCPI Symposium Program Manager*

Jennifer Acuna
Prinicpal, Federal Tax Legislative and Regulatory Services


Joseph L. Novak
Vice President – Taxes


Mark Genrizi
Tax Counsel

Agilent Technologies, Inc.

Stephen Bonovich
Vice President, Tax

Amgen Inc.

Lisa Gruber
Vice President, Tax


Ellen MacNeil
Managing Director
Program Manager Advisory Committee (PMAC)


Phillip Bullock
Head of Global Tax

Assurant Inc.

Melissa Hall
Senior Vice President

The Boeing Company

Natalie Rorem
Vice President, Tax

The Carlyle Group

Shannon Stafford
Managing Director

Caterpillar Inc.

Chad Withers
Chief Tax Officer


Maria Minetti
Chief Tax Officer & Treasurer


Kevin Conway
Senior Vice President, Tax


Gregory Sikon
Vice President, Global Tax

Deloitte Tax

Bob Stack
Managing Director, International Tax Group, Washington National Tax
Program Manager Advisory Committee (PMAC)

Eaton Corporation

Mary Kim Elkins
Senior Vice President, Taxes

Eli Lilly and Company

Katie Lodato
Vice President, Global Tax

Exxon Mobil Corporation

Morgan Crabtree
Tax Counsel


Barbara Angus
Global Tax Policy Leader
Program Manager Advisory Committee (PMAC)


Tim Wright
Staff Vice President Tax Planning & International Tax

Ford Motor Company

Nicole Puckett
Chief Tax Officer

Gilead Sciences, Inc.

Teri Wielenga
Vice President, Global Head of Tax Policy


Daniel Smith
Director, International Tax Planning & Policy

Greenberg Traurig

Sharon Katz-Pearlman
Program Manager Advisory Committee (PMAC)

IBM Corporation

Linda Evans
Director, Global Tax Policy

International Paper

Ken Goldberg
Vice President, Tax

Ivins, Phillips & Barker

Hank Gutman
Of Counsel
Program Manager Advisory Committee (PMAC)

Johnson & Johnson

Alyson Lawrence
Vice President, Global Taxation

Koch Industries, Inc.

Jason Young
Director, Tax Policy and Strategy

L3Harris Technologies

Kristene Schumacher
Vice President, Tax

Lockheed Martin Corporation

Urvi Doshi Sood
Vice President, Taxes & General Tax Counsel

Loews Corporation

Brandon Holder
Vice President, Tax

Mars, Incorporated

Peter Kim
Global Tax Director


Scarlet Pereira
Executive Vice President – Global Tax

McCormick & Company, Inc.

Paul Nolan
Vice President, Tax, Government Affairs & Strategic Real Estate

McDermott Will & Emery

David Noren
Program Manager Advisory Committee (PMAC)


Alan Lee
Head of Global Tax Policy

Microsoft Corporation

Thomas Roesser
Tax Policy Counsel

Miller & Chevalier Chartered

Loren Ponds
Executive Committee Member; Practice Co-Lead, Tax Policy
Program Manager Advisory Committee (PMAC)


Lisa Wadlin
Head of Tax

PepsiCo, Inc.

Jeffrey J. Coniaris
Senior Vice President, Tax Planning

Phillips 66

Heather Crowder
Vice President & General Tax Officer

Procter & Gamble

Tadd Fowler
Senior Vice President – Treasurer and Global Tax Operations


Kevin Levingston
Tax Policy Services Leader
Program Manager Advisory Committee (PMAC)


Mark Volpe
Senior Vice President, Tax


Ross Kearney
Corporate Vice President, Tax

Skadden Arps Slate Meagher & Flom

Armando Gomez
Partner – Tax
Program Manager Advisory Committee (PMAC)

Steptoe & Johnson

Lisa Zarlenga
Program Manager Advisory Committee (PMAC)


Chris Miller
Senior Vice President, Tax


Kevin Nichols
Head of Tax ESG, Tax Communications, and Tax Policy

The Walt Disney Company

John Stowell
Senior Vice President – Tax, Incentives & International Financial Reporting


Brian Sleigh
Senior Director – Tax Counsel

Hotel Information.

The Ritz-Carlton Washington DC
1150 22nd Street NW
Washington, DC 20036
+1 202 835 0500

$419 per night plus tax and fee

Only Symposium attendees are allowed to use our block.  If we see your name in our room block, we will consider you as a registered attendee and payment will be requested.

Rooms reserved without a processed registration will be cancelled in order to ensure space for confirmed participants.

Reservation Method (choose one):

  1. Call 202-835-0500 or 800-558-9444 and reference “2024 TCPI Symposium”
  2. Reserve online

All reservations should be received by no later than Wednesday, April 17, 2024.  After this date, room availability and pricing cannot be guaranteed.

** There is a limited number of rooms available three days prior to and three days after the conference dates.  If you would like to add to your stay, please contact Marcia Gomes at Marcia.Gomes@ritzcarlton.com.

Check-in and Check-out

  • Check in: 4:00 PM
  • Check out: 11:00 AM

Room Cancellation Policy:

72 hours prior to arrival

Additional Information.

Who should attend?

The program is designed for CFOs, VPs of Tax, VPs of Finance, corporate tax directors, government tax professionals, tax counsels, attorneys, and managers. The method of delivery will be group-live at an intermediate to advanced level. Participants should possess an advanced knowledge of tax policy and practice.

Does the registration cost include hotel reservation?

No. You must make your own hotel reservation. A limited number of rooms has been put on hold at The Ritz-Carlton Washington DC (1150 22nd Street NW) for the evenings of May 15th and 16th for $419 per night (plus tax and fees). Check out the "Hotel" section for additional information.

Can I obtain continuing education credits (CLE or CPE) by attending this conference?

Participation in the Symposium will allow you the opportunity to receive continuing education credits. TCPI is registered with NASBA, and in accordance with its policies, up to TBA CPE credits can be earned. (NASBA Field of Study: TAXATION.) TCPI will also apply for CLE accreditation post-conference from those states that require it, which participants list on their registration forms. The total amount of earned CLE credits varies by states. Attendees must answer ALL polling questions to qualify for CLE and/or CPE credits.

How do I become an exhibitor?

To obtain a copy of the exhibitor prospectus, which includes the pricing and benefits of becoming an exhibitor, please email us at general@tcpi.org. Note that spots are limited and we do sell out!

Should I bring a laptop/tablet to this conference?

YES, especially for those seeking continuing education (CE) credits. YOU MUST ANSWER ALL POLLING QUESTIONS IN ORDER TO EARN CE CREDITS. An event app will be available for the use of registered attendees. Submitting questions for speakers, tracking of attendance for CE accreditation, participating in polling questions, accessing conference documents (presentations and articles) and many functions will be conducted through the event app. There will be wifi and writing surface available in the conference room.

What is the cancellation and refund policy?

Fees are refundable, less a $150 processing fee, if written notice is received by TCPI prior to COB Monday, April 15, 2024. There will be no refunds after April 15, 2024; however, a substitute for the original registrant will be accepted. For more information regarding registration, refund, complaint, and/or program cancellation policies, please call TCPI at (202) 822-8062 or email general@tcpi.org.

Join us for an amazing event full of industry insights and knowledge.

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