Name: Montana Legislative Update
Start: 2024-10-18T16:30:00-0600
End: 2024-10-18T17:30:00-0600

Welcome to the 72nd annual Montana Tax Institute!
We are excited for you to join us for two days of presentations by the nation’s experts in taxation, estate planning, and related topics.

None of this would be possible without the generosity and support of our sponsors. Thank you to our major sponsors US Bank Wealth Management, Montana Community Foundation, First Interstate Wealth Management, First Trust Company, and Ashton Thomas Private Wealth. We are also grateful for the continued support of our event sponsors Crowley Fleck, Wipfli, Bessemer Trust, First Trust Company, and the University of Montana Foundation. Please take the time to visit with sponsor representatives during the conference. It is only with our sponsors’ support that we continue to bring nationally recognized speakers to the Montana Tax Institute.

Thank you for joining us. We look forward to seeing you at the Holiday Inn Missoula (or online!) Friday and Saturday, October 18-19, 2024.

Warmest regards, Dean Elaine Gagliardi and Professor Pippa Browde

Friday October 18, 2024 4:30pm - 5:30pm MDT

Holiday Inn Downtown Ballroom

Speakers

Derek Bell

Montana Department of Revenue, Helena, MT

Derek Bell has been the Division Administrator of the Montana Department of Revenue’s Business and IncomeTaxes Division since May 2021. From 2005 and mid-2021, Derek was Tax Counsel and later Deputy Chief Counselwith the Montana Department of Revenue and spent the bulk of his time... Read More →

David Merrien

Montana Department of Revenue

David Merrien is the Bureau Chief of the Audits and Pass-through (AP) Bureau at the Montana Department ofRevenue. The AP Bureau is responsible for administering and auditing returns filed by partnerships and S corporations. The AP Bureau also audits individual income tax returns with... Read More →

Rachael Milne

Montana Department of Revenue

Rachael Milne is a Tax Specialist at the Montana Department of Revenue in the Business and Income Taxes Division. She’s worked at the department for ten years, first as a Pass-Through Auditor, then as the Pass-Through Unit Manager. In her current role, she works on Montana income... Read More →

Friday October 18, 2024 4:30pm - 5:30pm MDT
Holiday Inn Downtown Ballroom

General Session

72nd Annual Montana Tax Institute

Derek Bell

David Merrien

Rachael Milne

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