Wednesday, July 17, 2024
7:30 a.m. 鈥� 3:50 p.m.
$299 per person
Earn 8 hours of Ohio CPE credit; 6.75 hours CLE credit (approval pending)
This one-day session will cover the latest information relative to Ohio sales/use tax, commercial activity tax, personal income tax/pass-through entity tax and multistate tax issues ... and more!
Agenda
7:30 - 7:55am
Registration and Continental Breakfast
7:55am
Welcome and Introduction
University of Akron College of Business
Steve Dimengo | Managing Partner, Buckingham, Doolittle & Burroughs, LLC
University of Akron College of Business
Steve Dimengo | Managing Partner, Buckingham, Doolittle & Burroughs, LLC
8:00 - 8:50am
Multistate Tax
Hannah Prengler | Partner, Tax, Cohen & Company
Jon O鈥橠onnell | Director, Tax, Cohen & Company
Hannah Prengler | Partner, Tax, Cohen & Company
Jon O鈥橠onnell | Director, Tax, Cohen & Company
8:50 - 9:40am
Ohio Sales/Use Tax: Key Developments & Trends & What They Mean
Steve Dimengo | Managing Partner, Buckingham, Doolittle & Burroughs, LLC
Steve Russell | Administrator 鈥� Business Tax Division, Ohio Department of Taxation
Steve Dimengo | Managing Partner, Buckingham, Doolittle & Burroughs, LLC
Steve Russell | Administrator 鈥� Business Tax Division, Ohio Department of Taxation
9:40 - 9:50am
Networking Break
9:50 - 10:40am
Commercial Activity Tax
Rich Fry | Partner, Buckingham, Doolittle & Burroughs, LLC
Grant Weaver | Ohio Department of Taxation
Rich Fry | Partner, Buckingham, Doolittle & Burroughs, LLC
Grant Weaver | Ohio Department of Taxation
10:40 - 11:30am
Ohio Pass-Through Entity and Personal Income Tax Updates
Julie Corrigan | Director, State & Local Tax, Plante Moran
Reagan Lewis | Tax Examiner Specialist, Ohio Department of Taxation
Julie Corrigan | Director, State & Local Tax, Plante Moran
Reagan Lewis | Tax Examiner Specialist, Ohio Department of Taxation
11:30 - 12:00pm
Lunch buffet & Networking break
12:00 - 1:00pm
Luncheon Keynote Speaker 鈥� Economic & Market Update: What鈥檚 New & What鈥檚 Next?
Michael McKeown | CFA/CPA, Chief Investment Officer, Marcum Wealth
Michael McKeown | CFA/CPA, Chief Investment Officer, Marcum Wealth
1:00 - 1:10pm
Networking Break
1:10 - 2:00pm
State Income Tax Considerations for a Sale of a Business
Bill Nolan | Managing Director, Ernst & Young, LLP
Jess Morgan | Senior Manager, Ernst & Young, LLP
Bill Nolan | Managing Director, Ernst & Young, LLP
Jess Morgan | Senior Manager, Ernst & Young, LLP
2:00 - 2:50pm
Navigating Multistate Tax Sourcing: How to avoid double taxation
Moderator: Rich Fry | Partner, Buckingham, Doolittle & Burroughs, LLC
Panelists: Fred Nicely | Senior Tax Counsel, COST and Nikki Dobay | Shareholder, Greenberg Traurig
Moderator: Rich Fry | Partner, Buckingham, Doolittle & Burroughs, LLC
Panelists: Fred Nicely | Senior Tax Counsel, COST and Nikki Dobay | Shareholder, Greenberg Traurig
2:50 - 3:00pm
Networking Break
3:00 - 3:50pm
Turn a Potential Sales/Use Tax Assessment into a Refund
Moderator: Steve Dimengo | Managing Partner, Buckingham, Doolittle & Burroughs, LLC
Panelists: Nate Fulmer | Associate, Buckingham, Doolittle & Burroughs, LLC and David Harris | Senior Manager, Meaden & Moore and Steve Russell | Administrator - Business Tax Division, Ohio Department of Taxation
Moderator: Steve Dimengo | Managing Partner, Buckingham, Doolittle & Burroughs, LLC
Panelists: Nate Fulmer | Associate, Buckingham, Doolittle & Burroughs, LLC and David Harris | Senior Manager, Meaden & Moore and Steve Russell | Administrator - Business Tax Division, Ohio Department of Taxation
Questions about registration? Contact Jenn Venuto at jvenuto@bdblaw.com
The State & Local Tax Conference is an outreach activity of the University of Akron's Master of Taxation program. Learn more here.