7:45 A.M. - 8:25 A.M.

Registration and Continental Breakfast

8:25 A.M. - 8:30 A.M.

Welcome

Alvin H. Lieberman, The University of Akron, G.W. Daverio School of Accountancy

8:30 A.M. - 9:00 A.M.

Valuation of Closely Held Businesses

Radd L. Riebe, J.D., ADA (Accredited Senior Appraiser) Managing Director—Valuation and Financial Opinions Group, Stout Risius Ross, Cleveland,  OH.

9:00 A.M. - 9:30 A.M.

General Background on Estate, Gift and Generation Skiping Taxation and the Role of Gifting in Succession Planning

Ronald F. Wayne, J.D, Partner, Buckingham, Doolittle & Burroughs, LLP, Cleveland, OH.

9:30 A.M. - 10:15 A.M.

Freezing the Value of a Closely Held Business

Patricia A. Pacenta, J.D., Partner, Buckingham, Doolittle & Burroughs, LLP, Akron,  OH.
Michael Kolk, J.D., CPA, Partner-in-Charge Tax Department, Cohen & Company, Akron, OH.

10:15 A.M. - 10:30 A.M.

Break

10:30 A.M. - Noon

Panel: Discussion on Succession Planning for the Closely Held Business

Michael Kolk, J.D. CPA,Partner, Cohen & Company, Akron,  OH.
Patricia A. Pacenta, J.D., Partner, Buckingham, Doolittle & Burroughs, LLP, Akron,  OH.
Radd L. Riebe, J.D., ASA, Managing Director, Stout Risius Ross, Cleveland,  OH.
Ronald F. Wayne, J.D., Partner, Buckingham, Doolittle and Burroughs, LLP, Cleveland OH

12:05 P.M. - 1:10 P.M.

Investment Outlook for 2012 Presentation and Lunch

(included with registration)

Uma M. Rajeshwar, CFA, CTFA, Glenmede Investment & Wealth Management, Cleveland, Ohio
Luncheon Sponsor: Glenmede

1:15 P.M. - 2:00 P.M.

Nichols' Notes on Federal Tax Developments

E. Lynn Nichols, CPA, Partner, Nichols Patrick CPE, Inc., Hubbard OH.

2:00 P.M. - 2:30 P.M.

Circular 230 and Taxpayer and Practioner Penalties

Douglas L. Klein, CPA, EA, SS&G, Akron, OH

2:30 P.M. - 2:45 P.M.

Break

2:45 P.M. - 3:30 P.M.

Ohio’s Business Friendly Tax Landscape, Including Opportunities in Recent Legislation

Steven A. Dimengo, J.D., CPA, Partner, Buckingham, Doolittle & Burroughs, LLP, Akron OH.

3:30 P.M. - 4:15 P.M.

Codification of the Economic Substance Doctrine

Andrew Cordonnier, CPA, Partner and Corporate Tax Practice Leader (National Tax Office), Grant Thornton, Washington D.C.

4:15 P.M. - 5:00 P.M.

Federal Tax Policy and Legislation Outlook

Greg G. Muresan, J.D., Tax Director, Pricewaterhouse Coopers, LLP, Cleveland OH.

5:00 P.M.

Adjourn