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Large Business and International (LB&I) Division Directory

 

COMMISSIONER
Heather C. Maloy

DEPUTY COMMISSIONER (OPERATIONS)
Paul D. DeNard

 

Internal Revenue Service

Street Address:
Mint Building
801 9th Street, NW
4th Floor
Washington, DC 20220
Mailing Address:
1111 Constitution  Avenue, NW
Large Business and International Division
Attn: SE:LB
Washington, DC 20224
TEL: (202) 283-8710
FAX: (202) 283-8508

DEPUTY COMMISSIONER (INTERNATIONAL)
Michael Danilack

Internal Revenue Service

Street Address:
Mint Building 
801 9th Street, NW           
4th Floor
Washington, DC 20220
Mailing Address:
1111 Constitution  Avenue, NW
Large Business and International Division
Attn: SE:LB:IN
Washington, DC 20224             
TEL: (202) 283-6400
FAX: (202) 283-8508
 

The Large Business and International (LB&I) Division serves corporations, subchapter S corporations, and partnerships with assets greater than $10 million. These entities typically have large numbers of employees, deal with complicated issues involving tax law and accounting principles, and conduct their operations in an expanding global environment.

LB&I Vision

LB&I is a world class organization responsive to the needs of our customers in a global environment while applying innovative approaches to customer service and compliance. LB&I applies the tax laws with integrity and fairness through a highly skilled and satisfied workforce, in an environment of inclusion where each employee can make a maximum contribution to the mission of the team.           

 



INDUSTRY DIRECTORS, INTERNATIONAL DIRECTORS, HEADQUARTERS DIRECTORS and DIVISION COUNSEL

The LB&I Division is organized along six Industries, a Field Specialist organization, four International organizations, and a pre-filing and technical guidance function. In addition, back-room operations are managed by various support functions.

 

Division Operations

 

1.

PRE-FILING & TECHNICAL GUIDANCE

Sunita Lough

Director, Pre-Filing & Technical Guidance
SE:LB:PFTG 
Mint Building
801 9th St., NW
Washington, DC  20220
TEL: (202) 283-8462

 

2.

SHARED SUPPORT

Donna Hansberry
Director, Shared Support
Mint Building
SE:LB:SS
801 9th Street, NW, 3rd Floor
Washington, DC 20220-0012
TEL: (202) 283-8645

 

Domestic Operations

 

1.

COMMUNICATIONS, TECHNOLOGY & MEDIA INDUSTRY
Communications, Technology & Media consists of taxpayers related to computer production, media (including communication and software), sports franchises, and recreational firms.  There are approximately 15,300 taxpayers comprised of 1,100 large businesses and 14,200 mid-size businesses.

Cheryl Claybough
Industry Director
SE:LB:CTM
1301 Clay Street, Suite 1650S
Oakland, CA 94612
TEL:  (510) 637-4600
FAX: (510) 637-2539

 

2.

FINANCIAL SERVICES INDUSTRY
Financial Services Industry is headquartered in New York City and serves more than 43,000 taxpayers related to commercial and foreign banking, securities, insurance companies, investment bankers, mutual funds, law and accounting firms, and other financial intermediaries.  The industry has leadership and oversight for the technical tax shelter promoter program.

Rosemary Sereti
Industry Director
SE:LB:F
290 Broadway, 12th Floor
New York, NY 10007
TEL:  (212) 298-2130
FAX: (212) 298-2124

3.

GLOBAL HIGH WEALTH INDUSTRY
The Global High Wealth Industry conducts tax compliance reviews of high wealth individuals and the networks of enterprises and entities they control, so the Service can better assess the risks such arrangements pose to tax compliance and the integrity of our tax system. 

Donna Hansberry
Industry Director (Acting)
SE:LB:GHW
Mint Building
801 9th Street, NW, 3rd Floor
Washington, DC 20220-0012
TEL: (202) 283-8645

 

4.

HEAVY MANUFACTURING & PHARMACEUTICALS INDUSTRY
The Heavy Manufacturing and Pharmaceuticals (HMP) Industry segments are comprised of businesses with more than $10 million in assets that are involved in manufacturing processes, aerospace, and the development and manufacture of pharmaceutical and biotechnology products.

Laura M. Prendergast
Industry Director
SE:LB:HMP
111 Wood Avenue South, 1st Floor
Iselin, NJ 08830
TEL:  (732) 452-8101
FAX:  (732) 452-8101

 

5.

NATURAL RESOURCES & CONSTRUCTION INDUSTRY
LB&I Natural Resources & Construction provides end-to-end tax administration services to over 17,000 large and mid-size businesses nationwide that are engaged in the oil and gas, mining, utilities, forestry, chemical, waste management, and construction industries.

Kathy Robbins
Industry Director
SE:LB:NRC
1919 Smith Street
Mail Stop 1000 HOU
Houston, TX 77002
TEL:  (713) 209-3704
FAX: (713) 209-3723

 

6.

RETAILERS, FOOD, TRANSPORTATION & HEALTHCARE INDUSTRY
The LB&I Retailers, Food, Transportation, & Healthcare Industry provides end-to-end tax administration services to approximately 300 large and 18,000 mid-sized taxpayers with assets greater than $10 million.  Headquartered in Downers Grove, IL, the industry serves taxpayers dealing in food and beverages, retailing, hotels, transportation, agricultural commodities, farms and healthcare.

James Roosey
Industry Director
SE:LB:RFTH
1901 Butterfield Road, Suite 310
Downers Grove, IL 60515
TEL:  (630) 493-5900
FAX: (630) 493-5910

 

International Operations

 

1.

ASSISTANT DEPUTY COMMISSIONER INTERNATIONAL (ADCI)
The Assistant Deputy Commissioner (International) oversees many aspects of tax treaty administration, including the new Treaty Assistance and Interpretation Team (TAIT), the Exchange of Information Program, Joint International Tax Shelter Information Centre (JITSIC), and LB&I’s support of the Treasury Department in Treaty and TIEA negotiations. The ADCI also oversees and coordinates LB&I’s foreign posts, cross-BOD strategic initiatives, and  participation in multinational organizations such as Organization for Economic Cooperation & Development (OECD) and Centro Interamericano de Administraciones Tributarias (CIAT).

Douglas O'Donnell
Assistant Deputy Commissioner (International)
SE:LB:I:ACDI
Mint Building
801 9th St., NW
Washington, DC  20220
TEL:   (202) 283-8513
FAX:  TBD

 

2.

INTERNATIONAL BUSINESS COMPLIANCE (IBC)
International Business Compliance provides technical expertise on international tax issues to ensure that multinational business taxpayers comply with their U.S. tax obligations. Areas of focus include withholding, deferral planning, foreign tax credit management, repatriation, organizations/restructuring, jurisdiction to tax, foreign currency, and inbound financing.

Sergio Arellano
Director, International Business Compliance
SE:LB:I:IBC
2001 Butterfield Road
Downers Grove, IL 60515
TEL: (630) 493-5901
FAX: (630) 493-5980

 

3.

INTERNATIONAL DATA MANAGEMENT (IDM)
Increased international tax activity and greater exchange of information between treaty partners is driving the need to accommodate a greater volume of international tax information. The implementation of the Foreign Account Tax Compliance Act (FATCA) has heightened the need to deal effectively with information on cross-border investment. The new International Data Management office (IDM) is charged with meeting these data challenges by improving the accessibility, availability and usability of all international tax data and proactively shaping an international data strategy.

William Holmes
Director, International Data Management
SE:LB:I:IDM
5000 Ellin Road, C5-320
Lanham/Seabrook, MD  20706-1348
TEL: (202) 283-7654

 

4.

INTERNATIONAL INDIVIDUAL COMPLIANCE (IIC)
International Individual Compliance develops strategies and conducts examinations with respect to U.S. citizens engaged in cross-border transactions or residing abroad, U.S.-resident aliens, and non-resident aliens with U.S.  activities or investments. IIC plans, develops, directs and implements comprehensive tax administration programs, including the Offshore Voluntary Disclosure Initiative (OVDI), the Centralized Withholding Agreement (CWA), and the International Practice Networks (IPNs) for IIC.

David Horton
Director, International Individual Compliance
SE:LB:I:IIC
2001 Butterfield Road, 12th Floor
Downers Grove, IL  60515
TEL:  (630) 493-5937
FAX: (630) 493-5980

 

5.

TRANSFER PRICING OPERATIONS (TPO)
Transfer Pricing Operations includes two segments - the Advance Pricing and Mutual Agreement Program (APMA) and the Transfer Pricing Practice (TPP).  APMA is responsible for negotiating advance pricing agreements with taxpayers and foreign tax administrations, and for resolving double tax cases with foreign tax administrations.  The Transfer Pricing Practice assists Examination teams in transfer pricing case selection and case development to ensure optimal compliance impact and the efficient resolution of transfer pricing disputes.  APMA and the TPP operate as a single integrated team with a global focus and a unified strategy.

Samuel Maruca
Director, Transfer Pricing Operations
SE:LB:I:TPO
Mint Building 
801 9th Street, NW, 3rd Floor
MS-M3-370
Washington, DC 20220
TEL: (202) 283-8334
FAX: (202) 283-8313
 

 

LB&I Division Commissioner Immediate Office

Nick Gaudioso 
Executive Assistant to the LB&I Commissioner
TEL:   (202) 283-8510
FAX:  (202) 283-8508
 
Vanessa Greenidge
Staff Assistant to the LB&I Commissioner
TEL:   (202) 283-8661
FAX:  (202) 283-8508
 
Denise H. Harris
Staff Assistant to the LB&I Commissioner
TEL:   (202) 283-8471
FAX:  (202) 283-8508 
 
Alice Jaiman
Staff Assistant to the LB&I Commissioner's Office
TEL:   (202) 283-8625
FAX:  (202) 283-8508
 

 

Pre-Filing & Technical Guidance
Sunita Lough, Director
Deborah Palacheck
Deputy Director (Acting)
TEL: (202) 283-8381
FAX:
 
Elizabeth Wagner 
Senior Advisor to the LB&I Commissioner
TEL: 202-283-8280
FAX: 202-283-8313
 
Elizabeth (Liz) Kovash
Executive Assistant to the Director (Technical - Acting)
TEL: (505) 837-5511
FAX:

 
Edward Carroll
Executive Assistant to the Director (Operations)
TEL: (202) 283-8402
FAX:
 
Senior Managers
Lehman (Lee) Dry (Acting)
Program Manager, Office of Tax Shelter Analysis
Pre-Filing & Technical Guidance
1111 Constitution Avenue, NW
LB&I: PFTG: OTSA
Washington, DC 20224
TEL: (202) 283-8555
 
James Vairetta (Acting)
Program Manager, Tax Credit Issues
Pre-Filing & Technical Guidance
5990 W Creek Road
Independence, OH 44131
TEL: (216) 520-7122  
Dorothy Livaudais
Program Manager, Heavy Transportation & Manufacturing
Pre-Filing & Technical Guidance
200 Federal Plaza
Patterson, NJ  07505
TEL: (973) 569-4843
Cary Russ
Program Manager, Enterprise Issues
Pre-Filing & Technical Guidance
LB&I:PFTG – 4th floor
5100 River Road
Schiller Park, IL  60176
TEL: (847) 671-7115
 
Bill Quattrucci (Acting)
Program Manager, Financial Accounting Issues
Pre-Filing & Technical Guidance
Internal Revenue Service
120 Liberty Street
Brockton, MA 02301-5521
TEL:  (508) 559-4514
 
William Pfeil
Program Manager, Corporate Structures Issues
Pre-Filing & Technical Guidance
801 9th Street NW
Mint Building 3-357
Washington, DC 20220-0001
TEL: (202) 283-8415
 
Kathleen Follis
Program Manager, Communications, Technology & Media
Pre-Filing & Technical Guidance    
601 S. Henderson Road
King of Prussian, PA 19406
TEL: (484) 636-0486
 
David Carter
Program Manager, Natural Resources & Construction
Pre-Filing & Technical Guidance
300 N. Los Angeles Street
MS: 4400
Los Angeles, CA  90012
TEL: (213) 576-3874

 
Greg Zielinski
Program Manager, Retailers, Food, Pharmaceuticals & Healthcare
Pre-Filing & Technical Guidance
1122 Town & Country Commons
Chesterfield, MO  63017
TEL: (636) 255-1370

 
Robin Ruegg (Acting)
Program Manager, Pre-Filing & Technical Services
Pre-Filing & Technical Guidance   
1111 Constitution Ave., NW
LB&I: PFTG Mint Building
Washington, DC 20224
TEL: (202) 283-2202
 
Paula Farmer (Acting)
Program Manager, Business Asset Issues
Pre-Filing & Technical Guidance    
8701 S Gessner Road
Houston, TX 77074
TEL: (281) 721-7539

 
Earnest Griffin
Program Mgr., Financial Services
Pre-Filing & Technical Guidance    
1919 Smith Road
Houston, TX 77002
TEL: (713) 209-4309
 

 

Shared Support
Donna Hansberry, Director

Ron Sanchez
Executive Assistant to the Director of Shared Support
TEL: (713) 209-4045
 
Keith Walker
Executive Officer and Assistant to the Director M&F
TEL: (202) 622-0887
Tom Brandt
Director, Planning, Analysis, Inventory & Research (PAIR)
TEL: (202) 927-6367
 
Kathie Pippig
Executive Assistant to the Director of PAIR
TEL: (916) 974-5548
Leslie Lehrkinder
Director, Management & Finance (M&F)
TEL: (202) 927-9955
 
Cathie Schied
Executive Assistant to the Director of M&F
TEL: (202) 927-9951
 
Dean Wilkerson                    
Director, Business Systems Planning (BSP)
TEL: (202) 927-0444
FAX: (202) 927-0465
 
Valerie Addison
Executive Assistant to the Director of BSP
TEL: (202) 927-0485
Debbie Patel
Program Manager, Division Planning, Oversight Reporting & Liaison (DPORL)
TEL: (202) 927-0469
 
Rona Evans
Program Manager, Equity, Diversity and Inclusion (EDI - Acting)
(202) 622-4414
 

 

LB&I Domestic Operations
Paul D. DeNard, Deputy Commissioner

Margaret von Lienen
Executive Assistant to the LB&I Deputy Commissioner (Domestic)
TEL: (636) 255-1369
FAX: (855) 652-3984

 
Helen Barnett
Staff Assistant to the LB&I Deputy Commissioner (Domestic)
TEL: (202) 283-8355
FAX:  (202) 283-8508

 
Communication, Technology & Media (CTM) Industry
Cheryl Claybough, Director
Kim Orlowski
Executive Assistant to the Director (Operations)
1301 Clay Street, Suite 1650S
Oakland, CA  94612
TEL:   (510) 637-4343
FAX:  (510) 637-2903
 
Gloria Sullivan
Executive Assistant to the Director (Technical)
1301 Clay Street, Suite 1650S
Oakland, CA 94612
TEL: (510) 637-2432
FAX: (510) 637-2903
 

 Field Operations

Maria Hwang
Director, Field Operations (West)
1301 Clay Street, Suite 1680S 
Oakland, CA  94612 
TEL:  (510) 637-2570 
FAX: (510) 637-2619  

Responsibility: Groups located in AK, CA, CO, HI, ID, KS, MT, NB, OR, WA & WY
  
 

Rosemary Daley
Director, Field Operations (SouthWest)
24000 Avilia Road, MS 5000  
Laguna Niguel, CA 92677
TEL:  (949) 389-4581
FAX: (855) 202-4771

Responsibility: Groups located in AZ, CA, NM, NV & UT
 

 Territory Managers

Tony Shabazz
55 S Market Street, HQ 1270
San Jose, CA 95113
TEL:  (408) 817-6275
FAX: (408) 817-6411

Responsibility: Groups located in CA

 

Mary Greco (Acting)
4041 N. Central Ave, Suite 112
MS 4209 PHX
Phoenix, AZ 85012-3330
TEL:  (602) 636-9400
FAX: (602) 636-6460

Responsibility: Groups located in AZ, NM, NV & UT

 

Alice Terzian-Ishkhans
1999 Broadway
MS# 4200 DEN
Denver, CO 80202
TEL: (303) 603-3843
FAX:  (303) 382-6335

Responsibility: Groups located in CO, MT, & NV
 

Ethelyn McDaniel
24000 Avilia Road, MS 6011 
Laguna Niguel, CA 92677
TEL:  (949) 389-4107             
FAX: (949) 389-5002

Responsibility: Groups located in CA

 

Maureen Szostak
450 Golden Gate Avenue, SF6107
San Francisco, CA  94102
TEL:  (415) 837-6315
FAX: (415) 837-6355

Responsibility: Groups located in CA & HI

 

Nicholas Photakis
225 W Broadway, 2nd Floor / Suite 200
Glendale, CA 91204-1331
TEL:  (818) 543-2390
FAX:  (818) 543-1578

Responsibility: Groups located in CA

 

Marty Walker
915 Second Avenue
MS: W130
Seattle, WA 98174
TEL:  (206) 220-5676
FAX: (206) 220-5737

Responsibility: Groups located in AK, ID, OR, & WA
 

Erwin Walker
225 W Broadway, 2nd Floor / Suite 200
Glendale, CA 91204-1331
TEL:  (818) 543-2230
FAX:  (818) 543-2851

Responsibility: Groups located in CA

 

Financial Services (FS) Industry
Rosemary Sereti, Director 

Stella Chung 
Executive Assistant to the Director (Operations)
290 Broadway, 12th Floor
New York, NY   10007
TEL:  (212) 298-2096
FAX: (212) 298-2124

 
Deborah Inganamorte
Executive Assistant to the Director (Technical)
290 Broadway, 12th Floor
New York, NY   10007
TEL:  (212) 298-2110
FAX: (212) 298-2124

 

Field Operations

Johanna McGeady
Director, Field Operations, Financial Products        
601 S. Henderson Road, Suite 200
King of Prussia, PA  19406
TEL:  (484) 636-0504
FAX: (484) 636-0593
 
Barbara L. Harris (June 11, 2012)
Director, Field Operations, New York
290 Broadway, 12th Floor
New York, NY  10007
TEL:  (212) 298-2112
FAX: (212) 298-2124
 

Territory Managers - DFO New York

Guy DiSpigna
110 W 44th Street
New York, NY 10036
TEL:  (212) 719-6171
FAX: (212) 719-6005
 

Kenneth Cantrell (Acting)
110 W 44th Street
New York, NY 10036
TEL:  (212) 719-6490
FAX: (212) 719-6005
 

Norma Lowry
110 W 44th Street
New York, NY 10036
TEL: (212) 719-6282
FAX:  (212) 719-6457

 
Phyllis Newman
290 Broadway, 12th Floor
New York, NY 10007
TEL:  (212) 298-2165
FAX: (212) 298-2279
 
Mohammad Rahman (Acting)
110 W 44th Street
New York, NY 10036
TEL: (212) 719-6619
FAX:  (212) 719-6005
 
Renee Bowers
130 South Elmwood Avenue
Buffalo, NY  14202-2464
TEL: (716) 961-5057
FAX: (716) 961-5078
 
Territory Managers - DFO Financial Products
Charles Utter
110 West 44th Street
New York, NY 10036
TEL:  (212) 719-6110
FAX: (212) 719-6005
 
Joel Dicicco
7850 SW 6th Court
Plantation, FL  33324
TEL: (954) 423-7340
FAX: (954) 423-7495
 
Susan Gorman-Chang
Territory 15 Financial Products
225 W Broadway
Glendale, CA  91204
TEL: (818) 543-2360
FAX: (818) 543-1496
 
 

Global High Wealth (GHW) Industry
Donna Hansberry, Director (Acting)

Cindy Fox
Executive Assistant
N14 W24200 Tower Place
Waukesha, WI  53188
TEL: (262) 513-3412


 

Lisa Beard
Assistant to the Industry Director
Mint Building
801 9th Street, NW          
3rd Floor
Washington, DC 20220-0012  
TEL: (202) 283-0893
 
Kenna Rosen
Acting DFO Assistant
4050 Alpha Rd.
Dallas, TX 75244
TEL: (972) 308-1137
E-FAX: (866) 892-9435
 
 

Field Operations

Wayne Ricigliano
Workload Services Senior Program Manager
111 Wood Avenue South
Iselin, NJ  08830-2700
TEL: (732) 452-8116
FAX: (732) 452-8139
 
Thomas Collins
Territory Manager, Territory 1
324 25th Street
Ogden, UT  84401-2310
TEL: (801) 799-6856
FAX: (801) 625-5632

 
D. Redigo Phillips
Territory Manager, Territory 2
5333 Getwell Road
Memphis, TN  38118-0000
TEL: (901) 786-7303
FAX: (901) 786-7335

 
 

 Heavy Manufacturing & Pharmaceuticals (HMP) Industry
Laura M. Prendergast, Director

Daniel Callahan
Executive Assistant to the Director (Technical)
2 South Main St.
Akron, OH 44308-1813 
TEL: (330) 253-7336
FAX:
 
Robert S. Aug
Executive Assistant to the Director (Operations)
111 Wood Avenue South, 1st Floor
Iselin, NJ 08830
TEL: (732) 452-8117
FAX: (732) 452-8139

 

 Field Operations

Catherine L. Jones    
Director, Field Operations (East)
111 Wood Avenue South, 1st Floor
Iselin, NJ 08830
TEL:  (732) 452-8103
FAX: (732) 452-8139

Responsibility: Groups located in FL, NY, OH, PA, & WV
 

Rosemary E. Daley
Director, Field Operations (West)
111 Wood Avenue South, 1st Floor
Iselin, NJ 08830
TEL:  (949) 285-2071 (cell)
FAX: (630) 493-5980

Responsibility: Groups located in CA, IA, IL, MI, MO, NE, OH, & WI

 

 Territory Managers

Renee Bowers
130 S Elmwood Ave
Buffalo, NY 14202-2464
TEL:  (716) 961-5057
FAX:

Responsibility: Groups located in NY

Barbara Greene
1050 Wilshire Dr
Troy, MI 48084
TEL: (248) 458-1401
FAX: (248) 458-1450

Responsibility: Groups located in MI, OH
 

Cheryl A. Teifer
400 West Bay Street,
Jacksonville, FL  32202
Desk:  (904) 665-1223
Fax:  (904) 665-1342

Responsibility: Groups located in FL (Central & North)
 

VACANT
Two South Main Street
Akron, OH 44308-1813
TEL:  (330) 253-7305
FAX: (330) 253-7003

Responsibility: Groups located in OH
 

Scott Ballint
1021 National Road
Wheeling, WV  26003-5779
TEL:  (304) 232-3372 x14
FAX:
 

Responsibility: Groups located in PA, & WV
 

Ethelyn McDaniel
24000 Avila Road
Mail Stop 6010
Laguna Niguel, CA 92677
TEL:  (949) 389-4107
FAX: (949) 389-5002

Responsibility: Groups located in CA
 

Jennifer D. Williams
N14W24200 Tower Place, Room 2004
Waukesha, WI 53188
Cell: (713) 898-1193
TEL:  (262) 513-3402
FAX: (262) 513-3512

Responsibility: Groups located in IA & WI
 

Carol Givens
38275 W Twelve Mile Road, Suite 200
Farmington Hills, MI 48331
TEL:  (248) 848-8588
FAX: (248) 848-8580
 

Responsibility: Groups located in MI
 

Carlton Hill
7850 SW 6th Court
Plantation, FL 33324
TEL:  (954) 423-7539
FAX: (954) 423-7829
VMS: (561) 616-2084

Responsibility: Groups located in FL (Southern)
 

Lynn Glauber
1122 Town & Country Commons, Suite 250
Chesterfield, MO  63017
TEL:  (618) 622-2051
FAX: (618) 632-5357
  
Responsibility: Groups located in Il, MO, & NE
 

Natural Resources & Construction (NRC) Industry
Kathy Robbins, Director

Janet Gordon
Executive Assistant to the Director (Operations)
1919 Smith Street 
Mail Stop 1000-HOU
Houston, TX  77002
TEL:  (713) 209-3702
FAX: (713) 209-3723
 
Susan Idleman
Executive Assistant to the Director (Technical)
1919 Smith Street
Mail Stop 1000-HOU
Houston, TX 77002
TEL: (713) 209-3923
FAX: (713) 209-3723
 

 Field Operations

Tina Meaux
Director, Field Operations (West)
1919 Smith Street
Mail Stop 1000-HOU 
Houston, TX 77002
TEL:  (713) 209-4074
FAX: (713) 209-3723

Responsibility:  Groups located in AZ, CA, HI, KS, MO, OK, TX & UT
 

Katheryn N. Houston
Director, Field Operations (East)
1919 Smith Street
Mail Stop 1000-HOU
Houston, TX 77002
TEL: (713) 209-3637
FAX: (713) 209-3723

Responsibility: Groups located in LA & TX
 

 Territory Managers

Kimberly Edwards
1919 Smith Street .
Mail Stop 1000-HOU
Houston, TX  75244
TEL: (713) 209-3615
FAX: (713) 209-3723

Responsibility: Groups located in LA & TX
 

James K. Ellis
1919 Smith Street
Mail Stop 1760-HOU
Houston, TX 77002
TEL: (713) 209-3810
FAX: (713) 209-4572

Responsibility: Groups located in TX
 

Kathy Kruchten
1919 Smith Street
Mail Stop 4100HOU
Houston, TX 77002
TEL: (713) 209-4100
FAX: (713) 209-4143
 

Responsibility: Groups located in TX

 

Mary Greco (Acting)
4041 N. Central Avenue, Suite 112
Mail Stop 4209 PHX
Phoenix, AZ 85012
TEL: (602) 636-9401
FAX: (602) 636-9460

Responsibility: Groups located in AZ, NM, and MO

 

Dan LaFortune
55 North Robinson Street
Mail Stop 4200-OKC
Oklahoma City, OK 73102
TEL:  (405) 297-4868
FAX: (405) 297-4872

Responsibility: Groups located in KS & OK
 

Denise Jennings
4050 Alpha Road
Farmers Branch, TX 75244-4201
TEL: (972) 308-7610
FAX: (972) 308-7629

Responsibility: Groups located in LA & TX
 

Erwin Walker
225 West Broadway
2nd Floor, Suite 200
Glendale, CA  91204
TEL:  (818) 265-2313 x 1135
FAX: (818) 265-2851

Responsibility: Groups located in CA
 

H. Nicholas Photakis
225 West Broadway
2nd Floor, Suite 200
Glendale, CA 91204
TEL: (818) 265-2347 ext. 1138
FAX: (818) 265-2851

Responsibility: Groups located in CA & HI
 

Jeff Myers (Acting)
Territory 3 Engineering
200 N. High Street
Columbus, OH  43215
TEL: (614) 280-8785
FAX: (954) 423-7588

Responsibility: Groups located in FL, GA, IL, MD, MI, OH & TN
 

Ronald Cerruti
Territory 13 Engineering
450 Golden Gate Avenue, SF 6107
San Francisco, CA 94102
TEL: (415) 522-6132
FAX: (415) 522-6157

Responsibility: Groups located in CA, CO & WA
 

George Mathew (Acting)
Territory 4 Engineering
290 Broadway-Foley Square
New York City, NY 10007
TEL: (212) 436-1170
FAX: (908) 301-2192

Responsibility: Groups located in CT, MA, NJ, NY & PA
 

Robin Ruegg
Territory 14 Engineering
30 E 7th Street, Suite 1100
St. Paul, MN 55101
TEL: (651) 312-7697
FAX: (651) 312-7789

Responsibility: Groups located in LA, MN, MO, OK & TX

 

Retailers, Food, Transportation & Healthcare (RFTH) Industry
James Roosey, Director

Khin Chow
Executive Assistant to the Director (Operations)
1901 Butterfield Road, Suite 310
Downers Grove, IL 60515
TEL:(630) 493-5904
FAX:(630) 493- 5910
Don Sniezek
Executive Assistant to the Director (Technical)
1901 Butterfield Road
Suite 310
Downers Grove, Il  60490
TEL: (630) 493-5043
Fax: (630) 493-5910

 Field Operations

James Roosey
Director, Field Operations (West)
1901 Butterfield Road
Suite 310
Downers Grove, IL 60515
TEL:  (202) 834-9012
 

Responsibility: Groups located in
IL, MN, ND, & SD

Lori L. Nichols
Director, Field Operations (East)
1500 Ormsby Station Court
Louisville, KY 40223
TEL: (502) 420-1621
FAX: (502) 420-1545

Responsibility: Groups located in
AL, AR, DE, IN, KY, MS, NJ,
OH, & TN

 Territory Managers

Susan Kass
2001 Butterfield Road
4530WSB
Downers Grove, IL 60515 
TEL:  (630) 493-5802
FAX: (630) 493-5804

Responsibility: Groups located in
IL

Elise Gardner
801 Broadway
Stop MDP 4
Nashville, TN 37203
TEL:  (615) 250-5877
FAX: (615) 250-6004

Responsibility: Groups located in
MS, TN & AL

Rob Budney
230 S. Dearborn Avenue
1894 CHI
Chicago, Il 60604
TEL:  (312) 566-3962
FAX: (312) 566-2965   

Responsibility: Groups located in
IL

Alan McWilliams
700 West Capitol Street
Stop 1300
Little Rock, AR 72201
TEL: (501) 396-5911
FAX: (501) 396-5764

Responsibility: Groups located in
AR, IN, & TN

Catherine Vaughn
5100 River Road, Suite 449
SE:LB:RFPH:3 Mail Stop 609
Schiller Park, IL  60176
TEL:  (847) 671-7080
FAX: (847) 671-7532

Responsibility: Groups located in IL
 

Peter Puzakulics
550 Main Street, Room 7-120
Cincinnati, OH 45202
TEL: (513) 263-3805
FAX: (513) 263-4569

Responsibility: Groups located in OH & KY
 

Brad Zilka
30 East 7th Street
Wells Fargo Place
11th Floor, MS 4100
St. Paul, MN  55101
TEL:  (651) 312-7712
FAX: (651) 312-7789

Responsibility: Groups located in MN, ND & SD

Sally Warner
111 Wood Ave South
Iselin, NJ 08830
TEL: (732) 452-8118
FAX: (732) 452-8139

Responsibility: Groups located in DE & NJ

Brian Calhoun
Territory 1 CAS
801 Broadway Street
Nashville, TN  37203
TEL: (615) 250-5130
FAX: (615) 250-5475
 

Responsibility: Groups located in
FL, GA, IL, MI, NC, OH & WI

 

Al Martin
Territory 2 CAS
110 West 44th Street
8th Floor
New York, NY  10036
TEL: (212) 719-8553
FAX: (212) 719-8145

Responsibility: Groups located in CT, MA, NJ, NY & PA
 

Lesilee Hylton
Territory 12 CAS
300 N. Los Angeles Street
Room 5062
Los Angeles, CA  90012
TEL: (213) 576-3058
FAX: (213) 576-4089

Responsibility: Groups located in CA
 

 

LB&I International
Michael Danilack, Deputy Commissioner

Deborah Phillips
Executive Assistant (Operations) (Acting)
TEL: (202) 283-8441
 
John Hinman
Executive Assistant (Technical) (Acting)
TEL: (248) 229-4380
 
 
David Meaux
Executive Assistant (Operations) (Acting)
TEL: (713) 209-4071

 
Jolanta Sander
Assistant to Deputy Commissioner International (Acting)
TEL: (630) 493-5372
 
Angela (Renee) Whitehead
Staff Assistant to the Deputy Commissioner
TEL: (202) 283-8443
FAX: (202) 283-8508

 
 

Assistant Deputy Commissioner International (ADCI)
Doug O'Donnell, ADCI

Lillie Williams
Executive Assistant (Operations)
TEL: (216) 520-7169
FAX:
 
Nipa Khimani
Executive Assistant (Technical)
TEL: (202) 283-3693
FAX:

 
Pam Drenthe
Assistant to the ADCI
TEL: (202) 283-8610
FAX:

 
 
International Business Compliance (IBC)
Sergio Arellano, Director
Khin Chow
Executive Assistant (Operations)
2001 Butterfield Road
Downers Grove, IL 60515
TEL: (630) 493-5904
FAX (630) 493-5980:

 
Donald Murray
Executive Assistant (Technical)
200 N. High Street
Columbus, OH 43215-2463
TEL: (614) 280-8684
FAX: (614) 280-8663
 
IPN Program Foreign Payments Program
Margie Maxwell
801 Ninth St. NW
Washington, DC  20005
TEL:  202-283-2762

 
Stuart Mann
111 Wood Ave. South
Iselin, NJ 08830
TEL: (732) 452-8121

 
Field Operations

Orrin Byrd
Director of Field Operations - East (Acting)
2888 Woodcock Blvd.
Atlanta, GA 30341-4002
TEL: (404) 338-9485
FAX:
 

Responsibility:  Includes all states east of the Mississippi, plus Arkansas (excluding Illinois  and Wisconsin)

 

Carol Poindexter
Director of Field Operations - West
1901 Butterfield Road
Downers Grove, IL  60515-7915
TEL: (630) 493-5931
FAX: (630) 493-5980
 

Responsibility:  Includes all states west of the Mississippi, plus Illinois and Wisconsin (excluding Arkansas

 

Territory Managers

Bharati Shenoi 
Territory 1 (Acting)
110 West 44th Street
New York, NY 10036-6710
TEL:  (212) 719-6442
FAX:

Responsibility: Groups located in New York City

 

Ismael Carreno
Territory 9
5100 River Road
Schiller Park, IL 60176
TEL:  (847) 671-7218           
FAX: (847) 671-7518

Responsibility: Groups located in IL, MN, MO, NE & WI

 

Anna Petinova
Territory 2
110 West 44th Street
New York, NY 10036-6710
TEL:   (212) 719-6203
FAX:  (212) 719-6005

Responsibility: Groups located in CT, MA, & NY

 

Glen Duncan
Territory 10
4050 Alpha Road
Farmers Branch, TX 75244-4201
TEL:  (972) 308-1600
FAX:  (972) 308-1749        

Responsibility: Groups located in TX

 

(vacant)
Territory 3
100 Dey Place
Edison, NJ 08817-3700
TEL: (732) 777-7169
FAX: (732) 777-7213

Responsibility: Groups located in
DE, NJ, NY, & PA
 

Jackie Topping
Territory 11
4041 N. Central Avenue
Phoenix, AZ 85012-3330
TEL:  (602) 636-9412
FAX: (602) 636-9460

Responsibility: Groups located in AZ, CA, KS, OK, & UT

 

Darlene Seifert (acting)
Territory 4
550 Main St.
Cincinnati, OH  45202
TEL:  (513) 263-3842

Responsibility: Groups located in
AR, FL, GA, MD, NC

 

David Focht
Territory 12
450 Golden Gate Ave
San Francisco, CA  94101
TEL:  (415) 837-6315
FAX: 

Responsibility: Groups located in CA, CO, & WA

 

Ram Mohan (acting)
Territory 6
1919 Smith St
Houston, TX  77002
TEL:  (713) 209-4246
FAX:

Responsibility: Groups located in MI, OH, PA, & WV

 

 

Lynn A. Redmon
Territory 7 (Economists)
575 N. Pennsylvania
Indianapolis, IN 46204-1563
TEL:  (317) 685-7520
FAX: (317) 685-7574

Responsibility:  Includes all states east of the Mississippi, plus AR (excluding IL and WI)

 

 
International Data Management (IDM)
William Holmes, Director
Carolyn Morton
Executive Assistant to the Director (Operations)
Sr. Manager, Int’l Data Program Mgmt.
The Alamance Building
4905 Koger Blvd.
Greensboro, NC 27407-2734
TEL: (336) 574-6394

 
Carolyn H. Gray
Executive Assistant to the Director (Technical)
1111 Constitution Ave. NW
Washington, D.C. 20224-0001
TEL: (202) 622-9186
 
Barry S. Levine
Senior Manager, Int’l Data Operations
135 High St.
Hartford, CT 06103-1125
TEL: (860) 756-4543
FAX: (860) 756-4567
 
Mary A. Maruska
Senior Manager, Int’l Data Services
5971 Cattleridge Blvd.
Sarasota, FL 34232
TEL: (941) 378-6495
 
International Individual Compliance (IIC)
David Horton, Director
Dana Hilliard
Executive Assistant to the Director (Operations)
2001 Butterfield Road, 12th Floor
Downers Grove, IL  60515-7915
TEL: (312) 493-5921
 
Susan Idleman
Executive Assistant to the Director (Technical)
4050 Alpha Rd
Farmers Branch, TX  75244-4201
TEL: (214) 435-4786
 
Field Operations
Sharon Porter
Director, Field Operations
230 S. Dearborn Street
Chicago, IL  60604-1505
TEL: (312) 566-3301
FAX (312) 566-3854

Responsibility:  Groups located in AZ, CA, CO, DC, FL, IL, KY, MD, MO, NY, OH, PA, TX, & WA
 
 
Territory Managers

Carmen Hahn
Territory 1
110 West 44th Street, 6th Floor
New York, NY  10036
TEL: (212) 719-6653
FAX: (212) 719-6004

Responsibility: Groups located in DC, FL, MD, NY, & PA
 

Jackie Rookwood (Acting)
Territory 2
9450 Koger Blvd
Mail Stop 4716
St. Petersburg, FL  33702
TEL: (727) 568-2412
FAX: (727) 568-2411

Responsibility: Groups located in FL, GA, NC, & PR
 

Leah Bass
Territory 3
4330 Watt Avenue, SA-5211
Sacramento, CA 95821-7012
TEL: (916) 974-5482
FAX: (916) 974-5733

Responsibility: Groups located in CA, CO, TX, & WA
 

Edward Saylor
Territory 4
5990 West Creek Road
Independence, OH  44131
TEL: (216) 328-2846
FAX: (216) 328-2831

Responsibility: Groups located in IL, KY, MO, OH, &  TX
 

Maggie Rivas-Bezerra
Territory 5
9350 E. Flair Drive
EL Monte, CA  91731
TEL: (626) 312-5001
FAX: (626) 312-5088

Responsibility: Groups located in AZ, CA, & TX
 

Caren Humphreys
Territory 6 (OVDI)
4050 Alpha Road
Farmers Branch, TX  75422
TEL: (972) 308-1092
FAX:  (972) 308-1167

Responsibility:  Groups located in TX

Transfer Pricing Operations (TPO)
Samuel Maruca, Director
Nanette Hamilton
Executive Assistant to the Director (Technical)
55 South Market Street
San Jose, CA 95113-2324
TEL: (408) 817-6155
FAX:
 

Carla Langland
Executive Assistant to the Director (Operations - Acting)
2888 Woodcock Ave
Atlanta, GA 30341-4002
TEL: (404) 338-9587
FAX:

 

Advanced Pricing & Mutual Agreement
Richard J. McAlonan Jr.
Director
SE:LB:I:APMA
Mint Building
801 9th Street, NW, 3rd Floor
MS-M3-370
Washington, DC 20220
TEL: (202) 283-8594
FAX: (202) 283-8313
Tina Masuda
Deputy Director
SE:LB:I:APMA
Mint Building
801 9th Street, NW, 3rd Floor
MS-M3-370
Washington, DC 20220
TEL: (202) 283-8700
 
Transfer Pricing Practice Territory Managers
Matthew Hartman
Territory Manager, East
201 Penn Street, Suite 100
Reading, PA 19601-4038
TEL: (610) 898-2927
Responsibility: Groups located in NY, PA, DC, NJ, MA
 
Thomas Ralph
Territory Manager, Central
1999 Broadway Street
Denver, CO 80202-3025
TEL: (303) 603-4741
Responsibility: Groups located in IL, GA, TX, MI, FL
 
Nancy Bronson
Territory Manager, West
450 Golden Gate Ave
San Francisco, CA 94102-3661
TEL: (415) 837-6295
Responsibility: Groups located in CA, AZ, WA
 
 

 

LB&I Division Counsel

 In order to ensure that Counsel's services meet the needs of the operating divisions, a strong partnership has been established between the LB&I business unit and the Office of the Chief Counsel.  This partnership is facilitated through the Operating Division Counsel (ODC).
 

CC:LM

Street Address

Internal Revenue Service
Office of Chief Counsel
801 9th Street, NW
Mint Building
Room 4-157
Washington, DC 20220

Mailing Address

Office of Chief Counsel
1111 Constitution Ave., NW
Mint Building
M-4-157
Washington, DC 20224

Division Counsel

Linda Kroening
Division Counsel
TEL:  (202) 283-8600
FAX: (202) 283-8681
Drita Tonuzi
Deputy Division Counsel (Operations)
TEL: (202) 283-8606
FAX: (202) 283-4184
Johanna Jones
Management Analyst
TEL:  (202) 283-8614
FAX: (202) 283-8681
Thomas A. Vidano
Deputy Division Counsel (International)
TEL:  (202) 283-8671
FAX: (202) 283-8681
Lisa Shuman
Senior Level Counsel
TEL: (202) 283-8621
FAX: (202) 283-8681
 

CC:LM:F

Financial Services Industry
Area 1 Counsel
33 Maiden Lane,
12th Floor
New York, NY 10038
Roland Barral
Area Counsel
TEL:  (917) 421-4667
FAX: (917) 421-3933

CC:LM:HMT

Heavy Manufacturing &
Transportation Industry
Area 2 Counsel
701 Market Street
Suite 2200
Philadelphia, PA 19106

Michael Corrado
Acting, Area Counsel
TEL:  (215) 861-0715
FAX: (215) 861-0798

CC:LM:RFPH

Retailers, Food,
Pharmaceuticals& Healthcare Industry
Area 3 Counsel
1901 Butterfield Road
Suite 310
Downers Grove, IL 60515
James C. Lanning, Jr.
Area Counsel
TEL:  (630) 493-5961
FAX: (630) 493-5958

CC:LM:NR

Natural Resources &
Construction Industry
Area 4 Counsel
1919 Smith Street
Mail Stop 2000-HOU
Houston, TX 77002
Barbara Franklin
Area Counsel
TEL:  (713) 209-4006
FAX: (713) 209-4330

CC:LM:CTM

Communications,
Technology & Media
Area 5 Counsel
1301 Clay St.
Suite 1670S
Oakland, CA 94612
Laurel Robinson
Area Counsel
TEL:  (510) 637-2983
FAX: (510) 637-4683

 

Page Last Reviewed or Updated: 27-Dec-2012