Tax Conference (Day 2 Only)

Kathryn Belz

Katie Belz is a Managing Director with more than 13 years of experience providing tax compliance, planning, and advisory services to investment entities, family offices, trusts and high-net-worth individuals. She partners with clients to address complex tax matters and serves as a key relationship leader throughout the client lifecycle.

Katie’s experience includes investment partnerships, venture capital structures, trust and estate tax matters, and family office tax services. She oversees the delivery of tax engagements, collaborates with clients and advisors on strategic tax planning opportunities, and leads teams responsible for executing complex tax compliance projects.

In addition to her client-facing responsibilities, Katie is committed to talent development and firm growth through recruiting, training, mentoring and fostering the professional development of emerging tax professionals.

Mike Santoro

Mike is a State and Local Tax Managing Director with more than 29 years of experience in multistate tax consulting and compliance, specializing in state income and franchise tax consulting, transaction assistance, and compliance for Fortune 1000 and mid size companies. His experience spans a broad range of industries, including manufacturing, consumer and retail, and international businesses, advising clients on complex state tax matters such as multistate apportionment, nexus, conformity to federal tax law changes, inbound structuring, transactional planning, audit defense, compliance and refund reviews, and ongoing tax strategy.
Mike regularly leads sophisticated engagements involving cross border operations, acquisitions, and restructurings, coordinating closely with federal, international, and transfer pricing teams to deliver integrated, defensible tax strategies aligned with clients’ business objectives and financial reporting requirements. Prior to joining BDO, he spent over 26 years in state and local tax roles with Big Four accounting firms. Recognized as a technical authority at his firms, Mike has played a key role in developing and maintaining firmwide SALT technical guidance, including state conformity tools used for provisions, compliance, and advisory services. He served as a final reviewer and trusted advisor on high judgment positions, balancing technical precision with practical risk assessment and materiality considerations. In addition to his client work, Mike is an active relationship manager and business developer, partnering with tax executives and senior leadership to translate complex tax issues into clear, actionable guidance while mentoring teams and supporting the firm’s broader thought leadership efforts.

Bradley Kalscheur

Brad’s practice includes all areas of estate and business succession planning. He serves as a trusted advisor to individuals, families, and companies seeking to cost-effectively structure or transfer businesses. Clients value Brad’s responsiveness, particularly his ability to help them understand complex property and tax law concepts. His background as a certified public accountant (CPA) provides him with a valuable perspective in counseling through financial matters.

Joseph Bukowski

Joseph W. Bukowski is a senior associate in the wealth planning practice at Michael Best & Friedrich LLP. He regularly counsels businesses, organizations and individuals on matters involving wills, trusts, estates, powers of attorney and marital property agreements. In addition to matters involving trust and estate administration, Mr. Bukowski also assists clients with tax planning, business succession planning, charitable planning and other related considerations. This includes preparing complex trusts to help clients transfer wealth to future generations and assisting clients with business entity and private foundation creation and maintenance. Mr. Bukowski is a member of the Milwaukee Bar Association, the State Bar of Wisconsin and American Bar Association. He is involved in the community as follows: volunteer attorney with the Marquette Volunteer Legal Clinic; Member of the Executive Committee for the Three Harbors Council of the Boy Scouts of America; Eagle Scout Networking Committee; Member of the Board of Governors for the Saint Thomas More Lawyers Society; Member of the Friends Group and Trust Committee for Life Navigators, Inc.; Member of the Governance Committee for Saint Thomas More High School; and Commissioner on the Police and Fire Commission in Cudahy, Wisconsin.

Jordan Robinson-Delaney

Jordan is an associate at Michael Best, where she specializes in estate planning and wealth transfer strategies. She counsels clients on probate avoidance, complex family dynamics, and strategic wealth preservation, and is experienced drafting estate planning documents, including spousal lifetime access trusts (SLATs), irrevocable life insurance trust (ILITs), and intentionally defective grantor trust (IDGTs). Jordan also prepares complex gift, fiduciary income, and estate tax returns, coordinates real property and corporate documents, and administers probate estates.

Douglas Patch

Doug Patch is shareholder in the Milwaukee office of Godfrey & Kahn, S.C. and the leader of the firm’s Tax team. He focuses his practice on the tax and corporate law aspects of complex business transactions. Representative matters include private equity financings, acquisitions, tax-free reorganizations of corporations (both publicly and privately held), like-kind exchanges, equity compensation structuring and acquisitive partnership transactions. Mr. Patch is a graduate of the University of Wisconsin law school and received his undergraduate degree in accounting from Marquette University.

Emily Maurice

Emily Maurice is a Director at Baker Tilly Advisory Group, LP, specializing in state and local taxation. Her experience includes state income and franchise taxes, non-income taxes, and sales and use taxes. She has extensive experience advising clients on the SALT implications of mergers and acquisitions, including both buy-side and sell-side tax due diligence, with a particular focus on identifying and analyzing potential state and local tax exposures and transaction-related considerations.

Elena Curtis

Director - State & Local Tax, Baker Tilly

Justin Vredeveld

Justin Vredeveld is a Business Development Manager at Ontech Systems. He works closely with business owners, CFOs, controllers, tax professionals and IT leaders throughout Wisconsin to understand the technology, compliance, cybersecurity and operational challenges impacting organizations today.

Through ongoing conversations with business leaders and collaboration with Ontech’s security and engineering teams, Justin brings a practical business perspective to discussions around cybersecurity risk, regulatory requirements, AI adoption, disaster recovery and technology strategy. His experience helps connect technical concepts to the real-world concerns and priorities facing firms and their clients.

Keegan Bolstad

Keegan Bolstad is the Vice President of Ontech Systems and has more than 15 years of experience helping organizations navigate technology, cybersecurity, compliance, and business resilience challenges. He oversees Ontech’s Account Management, Technical, Security, and Service teams, providing a broad perspective on both business and technology strategy. Keegan works closely with organizations on cybersecurity risk management, cyber insurance requirements, AI governance, government-regulated industries, disaster recovery planning, tabletop exercises, and business process improvement. His experience across all areas of IT service delivery allows him to help organizations align technology, security, and business objectives to support long-term growth and operational resilience.