Business Personal Property and Tax Incentives
Jim Popp, Managing Partner,Jim Popp is Managing Partner of Popp Hutcheson and leader of the legislative affairs team. Jim started his property tax career in 1979 as Counsel to the Ways and Means Committee of the Texas House of Representatives. In that position, he was responsible for drafting and explaining many sections of the new Property Tax Code. He then served with the Office of General Counsel of the State Property Tax Board during the implementation period of the Property Tax Code.
Jim has had a significant impact on the practice of property tax representation for taxpayers throughout Texas.
He was the first to provide start to finish, administrative to litigation representation which has greatly improved the quality and efficiency of representation for his clients.
He has drafted numerous items of legislation which have significantly improved taxpayer’s rights and remedies and resulted in immeasurable benefits to taxpayers. These include the equal and uniform remedy statute, truth-in-taxation provisions, rendition provisions, taxpayer rights before the ARB, and the attorney’s fee statute. He continues to be a constant advocate of taxpayer rights at the Legislature.
Jim has had a significant impact on the appraisal process in Texas. He has authored many property tax articles published in National Real Estate Investor, Real Estate Forum, GlobeSt.com, Hotel Investor, The Journal of Property Tax Management, and the Texas Bar Journal.
Jim is the exclusive Texas member of the American Property Tax Counsel (APTC) which is a nationwide invitation only affiliation of property tax law firms consisting of 30 property tax law firms and over 100 property tax lawyers. He is also a member of the Institute of Professionals in Taxation, The Texas Taxpayers & Research Association , the Texas Association of Property Tax Professionals and the Ad Valorem Subsection of the Texas State Bar Association.
Jim received B.A. with Honors, M.P.A. (LBJ School) and J.D. degrees from the University of Texas. Jim is a member of Phi Beta Kappa
Mark Hutcheson, Managing Partner,Mark Hutcheson, CMI, CRE, leads the Case Resolution Team of the firm. He has achieved the CMI designation of the Institute for Professionals in Taxation (IPT) and serves on IPT's Board of Governors. Mark is also the Chair of IPT's CMI Designation Committee for Property Tax. Most recently, Mark received the CRE designation from the Counselors of Real Estate. Prior to joining the firm, Mark gained trial and governmental relations experience as an associate with the Austin office of Baker Botts. During his tenure at Baker Botts, the majority of his practice was devoted to complex civil litigation, representing publicly-held corporations, energy companies, and other businesses in a variety of commercial disputes. The remainder of Mark's practice involved lobbying activities before the Texas Legislature on behalf of several businesses and organizations, including the Texas Association of Property Tax Professionals. Mark served as a legislative assistant to former Speaker Gib Lewis and Representative Bob Glaze in the Texas House of Representatives, and was an aide to Congressman Pete Geren in the United States Congress. Mark received a B.A. from the University of Texas in 1992, and graduated magna cum laude from Baylor Law School in 1996. While in law school, Mark participated in a variety of trial and appellate advocacy competitions and served as Managing Editor of the Baylor Law Review. Mark is admitted to practice in Texas and before the United States District Court for the Western District of Texas. He is a member of the Travis County Bar Association and the State Bar of Texas.
Gilbert Davila, Principal,Gilbert Davila, CMI, provides a wide range of service to his clients, including advocacy at administrative hearings (ARB's) as well as litigation negotiation and settlement. His current area of concentration is multi-family and low-income housing properties, as well as representing shopping centers, office buildings, mini-storage facilities and freestanding retail. Gilbert received his B.A. from Rice University in 1994. At Rice, Gilbert double majored in English and Managerial Studies and was on the President's Honor Roll. Gilbert received a J.D. from the University of Texas School of Law in 1997 where he was an active member of the Student Recruitment Committee, Hispanic Law Student's Association and Research Editor for the Hispanic Law Journal. Gilbert joined Popp Hutcheson in 1998 and has become a frequent speaker at professional seminars and conferences. Gilbert also instructs various property tax law courses across the state and is a frequent author of property tax related articles which have been featured in numerous national publications including The National Real Estate Investor, Apartment Finance Today and Affordable Housing Finance. Gilbert is a Registered Senior Property Tax Consultant and is a member of the Texas Association of Property Tax Professionals, the American Property Tax Counsel and several bar associations. Gilbert was named a 2006 Texas Super Lawyer Rising Star.
Darlene Sullivan, Principal,Darlene Sullivan, CMI, is active in the firm's case management, with a heavy emphasis on negotiation and settlement. She has represented a broad range of properties, and her current area of practice includes both real and personal properties with an emphasis on retail centers and manufacturing sites. In 2006, Darlene was named a 2006 Texas Super Lawyer Rising Star. Darlene attended Duke University as an undergraduate student and received her BA in History with Honors in 1998. Darlene received her legal education at The University of Texas School of Law and was awarded her JD in 2001. While in law school, Darlene was Editor-in-Chief of the Texas Review of Entertainment and Sports Law. Darlene is a frequent speaker at tax industry seminars and has served as instructor of the property tax law course for the Texas Association of Property Tax Professionals. Darlene is a member of the American Property Tax Counsel, and the Institute for Professionals in Taxation.
Daniel Smith, Principal,Daniel Smith serves as a Principal and the General Counsel of Popp Hutcheson. Danny earned his B.A. with high honors from the University of Texas at Austin in 1996, and his J.D. with honors in 1999 from Texas Tech University, where he was a member of the Law Review. Before joining the firm in 2015, he practiced as a business litigation partner at Brown McCarroll, LLP, and later Husch Blackwell, LLP, primarily in the healthcare and real estate development industries. He has extensive experience representing long-term acute care hospitals, psychiatric hospitals, ambulatory surgery centers, skilled nursing facilities, senior living facilities, and physician practice groups in their business and reimbursement disputes. He also has extensive experience helping companies resolve their partnership disputes, employment-related issues, construction defect claims, and intellectual property matters. With his broad experience, Danny offers a unique perspective to solving our clients’ property tax problems. He has been recognized by his peers as a “Rising Star” and “Super Lawyer” in business litigation. He is also a Fellow with the Texas Bar Foundation. Danny was born and raised in Midland, Texas.
Greg Hart, Attorney,Greg Hart, CMI, joined Popp Hutcheson in 2013. He represents a broad range of properties including real and personal property. Greg has spent his entire career litigating the value of real estate in Texas. He has represented his clients in administrative hearings, in District Court, at the State Office of Administrative Hearings (SOAH), and at the Court of Appeals. Greg has spoken at seminars and is a Certified Property Tax Law Instructor for the Texas Comptroller. Greg received his bachelor’s degree from Saint Edward’s University in 1999 and received his juris doctorate from Saint Mary’s University School of Law in 2002. While at Saint Mary’s Greg participated in the External Advocacy Program competing against law schools throughout the country in mock trial, winning a state invitational championship in 2001. Greg was a member of the Saint Mary’s Board of Advocates and was selected to the national honors organization, The Order of Barristers. He was also a two-time Dean’s Leadership Award recipient, a member of Phi Delta Phi and was a student teacher for Legal Research & Writing. Upon graduation, Greg was hired as an Honors Attorney by then Texas Attorney General John Cornyn. After over seven years as an Assistant Attorney General in the Transportation Division, Greg spent the next several years as in-house counsel for the Travis Central Appraisal District before joining the firm.
Eddie Lucio, Special Counsel,Eddie Lucio III serves as the Special Counsel for Popp Hutcheson and represents Popp Hutcheson’s clients at the Appraisal Review Board and in District Court. Eddie attended Texas Tech University on an athletic scholarship and later received a B.B.A. and Law Degree from the University of Texas. Eddie was admitted to the State Bar in 2005 and has practiced in a variety of areas of civil practice. Mr. Lucio has worked with a few different firms and in 2009 established his own practice The Lucio III Group, PLLC. Eddie has been a member of the Texas House of Representatives since 2006. He serves as Vice Chairman of the Calendars Committee and also serves on the Natural Resources Committee and Land and Resource Management Committee. Eddie was born and raised in Brownsville, Texas and is married to Jaime Barrera Lucio and has two children Olivia Rose and Luc. He is the son of State Senator Eddie Lucio, Jr and Minnie Lucio.
John Murphy, Principal,John Murphy, CMI, is a Principal, with a primary concentration on commercial and industrial real estate appeals. Prior to joining the firm in 2009, John served as the Real Estate Appeals & Tax Manager for Walgreens working in all 50 states and Puerto Rico. John began his career in real estate in Chicago, where he was employed as an appraiser for 10 years. John received his MBA (honors) with a concentration in real estate from Roosevelt University in Chicago and a B.A. from Valparaiso University. John holds the CMI designation from The Institute of Professionals in Taxation (IPT). He currently serves on the Marshall Bennett School of Real Estate Advisory Board at Roosevelt University. John has spoken at a number of conferences including The Institute for Professionals in Taxation and The International Association of Assessing Officers (IAAO) regarding the challenges of valuing retail real estate. John has been published in Commercial Property Executive regarding the challenges of valuing distribution centers.
Michael Shalley, Principal,Michael J. Shalley, Jr. is a Principal and a member of the Case Resolution Team. Michael attended Florida State University earning two degrees in Finance and Real Estate. Michael started his career in property tax consulting in Fort Lauderdale, Florida with Deloitte’s Property Tax Practice. After seven years with Deloitte, Michael served as the Property Tax Practice Leader for their Washington D.C. Region. Michael received his MBA, with a concentration in Real Estate Urban Planning and Development, from George Washington University. Michael has spoken for Lorman Educational Services on Property Taxation and is an active member in Urban Land Institute, International Council of Shopping Centers, Florida State University’s Real Estate Trends Planning Committee, and The Institute for Professionals in Taxation. Michael has represented clients in both real and personal property tax matters and appeals throughout the U.S. with a focus on Retail, Hospitality and Healthcare properties.
Kevin Sullivan, Principal,Kevin Sullivan, CMI, is a property tax consultant at Popp Hutcheson. Prior to joining the firm Kevin was a teacher with the Austin Independent School District for four years. After deciding to change career paths he became a licensed real-estate appraiser, and two years later joined the firm. Since joining Popp Hutcheson Kevin has represented multiple property types, both real and personal, and his specializations are in retail and hotels. Kevin graduated from The University of Texas at Austin in 2000.
Rachel Duck, Tax Consultant,Rachel Duck, CMI, joined Popp Hutcheson in 2009 as a tax consultant. Since then she has represented multiple property types, with a focus on hotel and retail properties. Rachel received a B.A. summa cum laude from Vanderbilt University in 2007 and a Master of Land Economics and Real Estate from Texas A&M University in 2009. Prior to joining Popp Hutcheson, Rachel worked for a commercial real estate appraisal company and was responsible for market research and appraisal support for a wide range of property types, including agricultural, multifamily, retail, and industrial. Rachel also has experience in the education field, teaching bilingual education in the Austin Independent School District and sixth grade at a charter school in Williamson County.
Sophia Delgado, Tax Consultant,Sophia Delgado is a licensed Texas property tax consultant with 34 years of experience in the in property tax industry. Prior to joining Popp Hutcheson, Sophia was a Business Personal Property Appraiser at Travis Central Appraisal District in Austin, Texas and a Property Tax Consultant in New Braunfels, Texas. Sophia specializes in business personal property asset identification, classification, filing BPP renditions and representing clients at Appraisal Review Board hearings. In her current position at Popp Hutcheson, Sophia focuses her practice on retail and hospitality industry.
Kirk Garza, Tax Consultant,Kirk Garza received a B.S. from Texas A&M University in 2006, and graduated with a Master of Land Economics and Real Estate in December 2007. Prior to joining Popp Hutcheson, Kirk was the Senior Director for a privately owned commercial real estate appraisal company and was responsible for the valuation of various property types which included retail, industrial, multifamily, and office properties. Kirk is a Certified General Appraiser in Texas, holds the MAI designation of the Appraisal Institute and has earned the CCIM designation through the CCIM Institute. Kirk is also active in the ULI Young Leaders group, serves on the Board of Directors for both the Appraisal Institute Austin Chapter and the Aggie Real Estate Network, is part of the Education Committee for the Central Texas CCIM Chapter and serves as an Advisory Board Member for the Master of Real Estate program at Texas A&M University. Kirk has also written several articles for Texas Real Estate Business regarding the challenges of valuing retail property.
David Kleyer, Tax Consultant, email@example.comDavid Kleyer, CMI, CPA, is a Manager – Property Tax at Popp Hutcheson. Prior to joining the firm, David was a Senior Property Tax Manager at JCPenney where he handled all levels of real estate appeals throughout the country. David holds the CMI designation from the Institute of Professionals in Taxation (IPT) and is also a licensed CPA in the state of Texas. David attended Murray State University where he earned his Bachelor of Science degree in Accounting.
Mayra Linderman, Tax Consultant,Mayra Linderman graduated from the Universidad de Monterrey, earning a B.A. in International Marketing in 2001. Prior to joining the firm Mayra worked for Dell in the Latin America and U.S. Global Sales Operations division. Mayra joined Popp Hutcheson in 2010 as Associate Director of Marketing and she is now one of our Tax Consultants.
Patrick McGill, Tax Consultant,Patrick McGill is a tax analyst with the firm. He earned his bachelor of journalism degree from the University of Texas at Austin, where he concentrated on business and technology reporting. He is a licensed property tax consultant focusing primarily on retail properties, and he also assists with the production of valuation articles, serving on the firm’s in-house editorial staff. His hobbies outside property tax include cycling and computer programming.
Kevin Shalley, Tax Consultant,Kevin Shalley, CMI, is a licensed property tax consultant with Popp Hutcheson. Prior to joining the firm, Kevin was a manager for a Florida based property tax consulting group. During his 6 years in Florida, he successfully represented a wide array of property types, including retail, office, industrial, and hospitality properties. Kevin graduated from the Florida State University in 2009, where he earned degrees in Real Estate and Finance.
Michael Mims, Principal,Prior to joining Popp Hutcheson, Mike Mims, CMI, was Director-Property Tax at HEB Grocery Company. Starting with HEB in 1989, and for the next 20-years, Mike handled all real estate and personal property tax matters on behalf of the company, which included appeals, lawsuit negotiations, and economic development agreements pertaining to retail, distribution centers and office building properties. Mike received his BBA in Finance from CCSU, now known as Texas A&M-Corpus Christi. Mike has a solid background in the ad valorem field, having held positions in a County Tax Office, Appraisal District, national property tax firm and HEB.
Gerard Amoroso, Director Business Personal Property,Gerard Amoroso is a Director of Business Personal Property at Popp Hutcheson. Prior to joining the firm, Gerry was a tax manager for General Electric Company, where he managed real and personal property valuations for many GE businesses. At various points during his time at GE, Gerry was responsible for the company’s Power (including Renewables), Water, Corporate, Environmental and Oil & Gas portfolios. Throughout his career, he has tackled (managed, handled) real and personal property issues in all 50 states. In between two terms at GE, Gerry ran the personal property group at IBM Corporation. His role included managing the tax burden for IBM and IBM Credit as well as supervising a staff of 15 people. Prior to his first period at GE Gerry spent time at KPMG as a property tax consultant in New York. Gerry started his career as a tax consultant in New York, and he also completed a stint working in an Assessor’s office. Gerry received his MBA from Mt. Saint Mary College. He currently teaches at the Council on State Taxation’s (COST) Basic School and has previously taught at the Institute for Professionals in Taxation’s (IPT) Property Tax School. In addition to his involvement in educational programs, he has lectured at IPT, COST and Tax Executives Institute (TEI).
Sylvia Lopez, National Compliance Manager,Sylvia Lopez serves as National Compliance Manager for Popp Hutcheson. Prior to joining Popp Hutcheson, Sylvia achieved 22 years of experience in the property tax consulting industry in a compliance management role. She oversaw the compliance and appeal functions for multiple national offices to ensure that all quality assurance timelines were met timely, efficiently, and successfully generated substantial tax savings for a variety of clients. Since joining the firm in 2012, Sylvia has focused in assisting the PH team in developing and implementing a national level timeline system.
Blas Ortiz, Tax Consultant,Blas Joseph Ortiz earned a Bachelor of Science degree in Psychology with a minor in Political Science from Texas State University in 2005. While attending college, he conducted and presented research in the fields of psychopharmacology and microbiology. He has since focused on machinery and equipment valuation with Popp Hutcheson’s industrial practice. In addition to attending property inspections and Appraisal Review Board hearings, Blas coordinates Chapter 312 and 313 application and administration processes and manages compliance matters for PH.
Luke Beausoleil, CEO / Principal,Luke Beausoleil is a Principal and Chief Executive Officer and Firm Administrator. Prior to joining Popp Hutcheson, Luke spent over 15 years in the Investment Management Industry in numerous management roles including Client Services, Operations, Distribution, and Systems Development. In his most recent position with AIM Investments as Vice President and Officer over Distribution Systems and Sales Support Services, he directed the design of all applications, converted and standardized data and systems, and directed the development of new departments to improve organizational efficiencies and increase customer satisfaction. Luke graduated from the University of Houston with a B.A. in Finance. He is an avid outdoorsman and enjoys golfing, fishing, hunting, and photography.
Chris Gibson, COO / Principal,Chris Gibson is a Principal and Chief Operating Officer. Prior to joining Popp Hutcheson, Chris spent 15 years in the high-tech industry in executive management roles including Finance, Information Technology, Administration and Operations. Looking for a change, Chris jumped into commercial real estate and mixed-use developments. After 5 years in the industry in Florida, he relocated to Austin with his family and joined our firm in 2007 to focus on building and managing a sophisticated technology and finance infrastructure. Chris graduated from California Polytechnic State University at San Luis Obispo with a B.S. in Business Administration and Finance.
Pamela Slack, Controller,Pamela Slack serves as Popp Hutcheson's Controller. Pam brings over twenty-five years of accounting experience to the firm and oversees the Accounting, Billing and Refund Departments. Pam works closely with our Billing and Refund Departments to ensure our clients’ tax savings and refunds are received accurately. In addition to accounting, she has over fifteen years of Human Resource and Payroll experience.
Andrea Douglas, Client Relationship Manager,Andrea Douglas graduated from the University of Texas, earning a B.A. in Government and Business. Prior to joining the firm Andrea worked for Schlumberger in their technology area. Andrea assists the firm in their marketing efforts and client relations. She is an active member of the Real Estate Council of Austin and the Institute for Professionals in Taxation.
Patricia Gullatt, Principal,Patricia (Pat) Gullatt is the Principal, Tax Logistics with an emphasis on protest filings, lawsuit filings, mediation and settlement coordination. She is a legal assistant with over fifteen years of experience in property tax. Pat attended the University of Texas and also received her paralegal certification from the University of Texas.
Kathy Mendoza, Legal Assistant,Kathy Mendoza is Mark Hutcheson’s legal assistant on the case resolution and litigation team. Kathy has over 20 years of paralegal experience in complex commercial litigation at the trial court and appellate level. She received her Bachelor of Science degree from Southeast Missouri State University and her paralegal coursework at Southern Methodist University in Dallas.
Wyndel Harvey, Director National Tax Operations,Wyndel Harvey is our Director, National Tax Operations. Wyndel has achieved 23 years of experience in managing property tax compliance and consulting operations for national portfolios. Prior to joining Popp Hutcheson, Wyndel was the Co-Owner of Sentinel Property Tax Advisors providing property tax services in the areas of personal property compliance, audit defense and financial planning. Wyndel also spent 7 years with Burr Wolff LP serving as Director of National Compliance and Director of Major Engagements. Over the last 12 years Wyndel’s primary career focus has been on the operational aspects of property tax with emphasis on process accuracy, efficiency and accountability. Wyndel has added his experience to the PH team to assist in the development and implementation of processes designed specifically to provide superior client service and satisfaction.
The title “Principal” indicates experience and recognition within the property tax community
and does not indicate control over the practice of law.