Jeff Walters is the Managing Director of the Northeast Ohio offices of CBIZ MHM, a national accounting, tax, and business advisory firm. He is also a shareholder in Mayer Hoffman McCann P.C., Certified Public Accountants. His practice includes providing tax, merger & acquisition, succession planning, and other business advisory services to closely held businesses. Jeff received both his B.S. in Accounting and Masters in Taxation from the University of Akron and his Juris Doctor from the University of Akron School of Law. He serves on the Advancement Council for the University of Akron and the Board of Directors for both the Ohio Chamber of Commerce and Greater Akron Chamber. He is also a member of the OSCPA, IMA, AICPA, Petroleum Accounts Society, Ohio State Bar Association, and Akron Bar Association. Jeff is a former faculty member of the University of Akron Master of Taxation Program.
Richard Greco is a Partner with Ernst & Young. Rich has a broad based bankruptcy and restructuring practice with experience advising debtors and creditor’s committees including steel and auto manufacturing, hospitality, gaming, telecommunications, health care and numerous public and private manufacturing and distribution companies. As the leader of E&Y’s Ohio transaction Tax practice, Rich has extensive experience in consolidated return issues, Section 108, Section 382 and related matters affecting a debtor’s ability to benefit from net operating losses and other tax attributes. He graduated from Franklin & Marshall College with a Bachelors of Arts degree in Business Administration in 1979 and received a J.D. from Cleveland State University in 1982. He is both a certified public accountant and an attorney with 27 years of experience at Ernst & Young.
Tom Gedelian is a Co-founder of BCG & Company (formerly Brockman, Coats, Gedelian & Co.) and is the Director of the firm’s Taxation Service practice. Tom has held management positions in regional and national accounting firms, as well as serving as an IRS agent. Clients benefit from his award-winning practical tax planning guidance to save taxes and achieve financial and personal goals. He is also known for his specialized knowledge of tax planning for the manufacturing, real estate and construction industries. Tom is a member of the American Institute of Certified Public Accountants (AICPA), The Ohio Society of Certified Public Accountants (OSCPA) and the Akron Tax and Estate Planning Council. He serves on the Advancement Council for the University of Akron, College of Business Administration and as a member of the University of Akron Foundation board of directors. He graduated Summa Cum Laude from the University of Akron, with a Bachelor of Science in Accounting, and was recipient of the Dr. Frank L. Simonetti Award for Distinguished Business Alumni.
Rob Malone is a Partner with Buckingham, Doolittle & Burroughs, LLP and serves as Chair of the Business Practice Group. He focuses his practice on a variety of tax matters and mergers and acquisitions, as well as trusts & estates. Mr. Malone has served as Chair of the Ohio State Bar Association Taxation Committee and as a member of the committees which drafted the Ohio statutes establishing a "bright-line" test for residency and creating Limited Liability Companies. He continues to serve on the committee that monitors and proposes amendments for Ohio’s Limited Liability Company legislation. Mr. Malone is a member of the faculty of The University of Akron MBA and Master of Taxation Programs teaching courses on mergers and acquisitions and partnership taxation. Mr. Malone earned his Juris Doctorate from The Ohio State University College of Law and his Bachelors degree from Mount Union College.
Tony is a Partner in the Tax Department of Cohen & Co. where he devotes most of his time to technical research and planning, particularly in the areas of mergers and acquisitions, real estate, and private equity and hedge funds of closely held businesses and partnerships. His research and in-depth knowledge of the tax laws have allowed the firm’s clients to creatively utilize entity status as a means of reducing the overall tax burden in closely held company situations. Tony graduated from Cleveland State University with a Bachelor’s degree of Business Administration in Accounting in 1982 and obtained a Masters of Taxation degree from the University of Akron in 1984. He is a member of the Tax Club of Cleveland, Baker Tilly International U.S. Federal Tax Committee, the International Fiscal Association, the Ohio Society of CPAs and the American Institute of CPAs.
Robert M. Siewert, CFA, is vice president and relationship manager in Glenmede’s Ohio office. He provides investment counsel and manages portfolios of high net worth individuals. Mr. Siewert serves on the Company’s Investment Policy and Stock Selection Committees. Mr. Siewert received an M.B.A. from the Weatherhead School of Management at Case Western Reserve University and a B.A. from Baldwin-Wallace College. Mr. Siewert has earned the Chartered Financial Analyst designation, and he is a member of the Cleveland Society of Security Analysts.
Eric Solomon was the Assistant Secretary (Tax Policy) at the Treasury Department from December 2006 to January 2009. He joined the Treasury Department in October of 1999. Before his appointment as Assistant Secretary, he was Deputy Assistant Secretary (Tax Policy) and Deputy Assistant Secretary (Regulatory affairs). Before joining the Treasury Department, Eric was a partner at Ernst & Young LLP, where he was a member of the Mergers & Acquisitions Group of the National Tax Department in Washington, D.C. Before joining Ernst & Young, Eric served at the Internal Revenue Service, where he was Assistant Chief Counsel (Corporate) from 1990 to 1995. As Assistant Chief Counsel (Corporate), Eric headed the IRS legal division with responsibility for corporate tax issues. Before joining the IRS, Eric practiced tax law in New York, and was a partner at Drinker Biddle & Reath in Philadelphia. His education includes: A.B., Princeton; J.D., University of Virginia; LL.M.(Taxation), New York University.
Steve Dimengo, a partner with the regional law firm of Buckingham, Doolittle & Burroughs, LLP, serves as Vice President and Secretary of the firm’s Board of Managers and previously served as Vice President and Treasurer of the Board (2000-2004). His practice primarily includes consultation and representation with respect to Federal and Ohio tax law matters. He is routinely engaged to structure proposed transactions in a manner to obtain optimum tax minimization. He is actively involved in representation before the Ohio Tax Commissioner, Board of Tax Appeals of Ohio and the Ohio Supreme Court, as well as before the Internal Revenue Service. He currently serves on the faculty of the University of Akron Master of Taxation Program. Dimengo earned his Juris Doctorate, Masters of Taxation, and his Bachelor’s degrees from The University of Akron. He received his CPA certification in 1987.
David Lewis, a partner with the regional law firm of Buckingham, Doolittle & Burroughs, LLP, is a tax specialist, but regularly counsels service, manufacturing, food ingredients, farming, processing, transportation, distribution and technology companies on a variety of business needs. He represents taxpayers on tax shelter audits including listed transactions, off-shore trusts, intermediary tax shelters, and foreign and Swiss accounts. His experience includes applying business and tax analysis to mergers and acquisitions, and practicing corporate, individual, partnership, and excise tax law. He teaches Tax Practice and Procedure for The University of Akron Master of Taxation Program. Mr. Lewis earned his Juris Doctorate from Cleveland-Marshall College of Law and maintains a CPA license in Ohio.
James Bowen, a partner at the regional CPA firm of Bober, Markey, Fedorovich & Company, earned his Master of Taxation from The University of Akron in 1991. Bowen serves both private and public companies in a variety of industries including manufacturing, distribution, real estate, banking and professional service firms. Specifically, he has worked extensively in the areas of Internal Revenue Service practice and procedure, state and local income taxation, real and personal property tax, sales and use tax, tax abatements and incentives, mergers and acquisitions, and tax accounting methods and periods. He also has significant experience in the accounting for income taxes, tax risk management, and the establishment of tax based internal controls. He currently serves on the faculty of the University of Akron Master of Taxation Program.
A practicing CPA for forty years, Lynn is also the founder of Mares Nichols CPE, Inc., a developer of continuing education programs for CPAs. He is a regular contributor to Bisk Education’s CPE Network, co-moderator of the Taxation Discussion Groups for accountantsworld.com, a volunteer member of the Tax Division of the AICPA, and past Chair of the Board of Visitors of the School of Accounting at the University of Oklahoma. He is the 2005 recipient of The Ohio Society of CPAs’ Gold Medal for service to the accounting profession, and was selected in 2008 as one of Ohio’s outstanding CPAs. Lynn serves as an advisor to CPA firms across the U.S. on matters of federal income taxation, tax practice quality control, and IRS procedures. He has developed an intimate knowledge of tax law and regulation of tax practice which he shares with CPAs in clear, dynamic CPE presentations. He is consistently rated an exceptional CPE program leader and conference speaker.
The George W. Daverio School of Accountancy
The University of Akron
Phone: (330) 972-7586
Fax: (330) 972-8597
Buckingham Doolittle & Burroughs, LLP
The Ohio Society of CPAs