Oklahoma Tax Institute - VIRTUAL

Mark Peterson

Mark Peterson is Executive Vice President of Advocacy at the Association, where he sets the direction for global advocacy on management and public accounting issues, including CPA and CGMA matters. He leads the organization’s federal, state, international, and tax advocacy efforts and works closely with governments, regulators, legislators, state CPA societies, and accounting bodies to help shape policies affecting the profession. Prior to joining the Association in 2005, Mark Peterson held senior government affairs and advocacy roles with the Alpine Group, Toyota Motor North America, Andersen LLP, and the U.S. House of Representatives.

Tony Mastin

Tony Mastin, JD, is widely considered a leading authority on tax policy and state and local tax issues. He focuses his practice on advising individuals, high net-worth families, tax-exempt organizations, and businesses of all sizes on planning matters involving state and local taxation (SALT), including sales and use taxes, multi-state taxation, SALT controversy work, and federal income taxation. Tony joined McAfee & Taft in 2019 following his retirement from the Oklahoma Tax Commission after 35 years of service, including 12 years in which he served as its executive director. Over the course of his career at the OTC, he also served as an attorney in the General Counsel’s office, deputy director of the Motor Vehicle Division, deputy director of the Business Tax Division, and director of the Tax Policy and Research Division. As executive director from 2007 - 2019, he was responsible for managing the day-to-day operations of the agency, serving as its legislative liaison, and assisting in the proposal, drafting, review and analysis of tax legislation. On the national level, Tony played an active role in the Streamlined Sales Tax Project (SSTP), a nationwide effort by state and local governments and the private sector to simplify and modernize sales and use tax collection and administration. That effort led to the development and implementation of the Streamlined Sales and Use Tax Agreement. Upon initiation of the SSTP in 2000, Tony served as the Oklahoma delegate for the project’s State and Local Advisory Council (SLAC) and was a member of its steering committee, served as scribe on the original drafting committee, and was also a member of the Compliance Review and Interpretations Committee and the Issue Resolution Committee. In 2017, The Federation of Tax Administrators honored Tony with the Harley T. Duncan Award for his sustained and significant service to state tax administrators.

Adam Sweet

Adam Sweet, JD, LL.M., leads pass-through entity consulting for Eide Bailly. He has extensive knowledge in partnership tax, including interpreting partnership agreements, allocation and distribution provisions and issuing compensatory equity. Adam is also experienced with both the buying and selling sides of domestic and foreign joint ventures, tax credit partnerships and a variety of IRS controversy matters. He also leads Eide Bailly’s Opportunity Zone working group.

Melissa Wiley

Melissa Wiley represents a diverse range of clients, from corporations to high-net-worth individuals, at all levels of administrative tax controversy, including audits, cases before the IRS Office of Appeals, and investigations by the IRS Office of Professional Responsibility. She also has significant experience handling penalty and international information reporting matters. When an administrative resolution cannot be reached, Melissa is well-equipped to litigate, with experience in the U.S. Tax Court, Court of Federal Claims, and various federal district courts. She also represents clients facing government and third-party subpoenas and investigations, and she frequently advises on voluntary disclosures of prior tax noncompliance. Melissa is a frequent speaker on IRS filing requirements, enforcement priorities, penalties, and ethics, and is deeply engaged in the tax community. She currently serves as Vice Chair for Membership, Diversity, and Inclusion for the ABA Tax Section and as the Regent for the Federal Circuit for the American College of Tax Counsel. Melissa also serves as an adjunct professor at her alma mater, Georgetown University Law Center, where she teaches Tax Research and Writing in the LLM program.

Ashley Plyushko

Ashley Plyushko, CPA, is the Executive Directo of the Oklahoma Accountancy Board. Here rise to the sate board is the culmination of a career across government, both municipal and state. Graduating from Oklahoma Baptist University with a degree in history and political science, she had a brief stint at the Oklahoma House of Representatives. She then landed at the Office of Management and Enterprise Services as a budget analyst in the Statewide Budget Division. There she started her foray into state finance and her CPA journey. She achieved her goal of becoming a CPA in 2017 and moved to the City of Shawnee, Oklahoma, to work as the Assistant Finance Director. After three years and promotion to Finance Director and City Treasurer, she felt the pull of the state and returned to OMES where she served as the State Chief Financial Officer.

Chris Kuehl

Dr. Chris Kuehl is a Managing Director of Armada Corporate Intelligence. He provides forecasts and strategic guidance for a wide variety of corporate clients and business organizations around the world. He is the economic analyst for several national and international organizations.

Bruce McGovern

Bruce McGovern, JD, LLM, is a member of the faculty at South Texas College of Law Houston, where he also serves as director of the school’s Low Income Taxpayer Clinic. Previously, he served for many years as the school’s vice president and associate dean for academic administration. He received his undergraduate degree from Columbia University, his law degree from Fordham University School of Law, and an LL.M. in Taxation from the University of Florida Levin College of Law, where he taught as a visiting faculty member before joining the faculty at South Texas College of Law Houston. Professor McGovern is a member of the Council of the State Bar of Texas Tax Section, a former chair of the Houston Bar Association Section of Taxation, and a fellow of the American College of Tax Counsel.

Mark Gallegos

Mark Gallegos, CPA, MST, is a tax partner on Porte Brown’s tax services team, based in the Chicago, Illinois. With over 20 years of experience, Mark has become a trusted advisor in the areas of taxation, specializing in mergers & acquisitions, international tax, and tax credits and incentives. His expertise is anchored in a deep understanding of complex tax legislation and the evolving regulatory landscape. Mark is a prolific speaker and writer, frequently hosting webinars and delivering presentations on tax legislation and related topics.

Mark is a frequently sought-after public speaker, known for his insightful commentary and his deep understanding of our complex tax legislation. He has served as an expert contributor to global media outlets such as Wall Street Journal, CNN, USA Today, Washington Post, Bloomberg, FOX News, ABC News, Tax Advisor, American Institute of Certified Public Accountants, as well as many local news publications, industry podcasts, and news radio broadcasts.

Before joining Porte Brown, Mark honed his skills at two national accounting firms, where he focused on advising middle-market clients. He is passionate about helping clients navigate the intricacies of the tax code and serving as a strategic business advisor to support their success.