Speakers

Speakers

Radd L. Riebe, JD, ASA Back to Top

Riebe

Radd L. Riebe is a Managing Director in the Valuation & Financial Opinions Group at Stout Risius Ross (SRR). He heads the Cleveland office and the firm’s Trust and Estate Advisory Services group. Mr. Riebe’s concentration is in business valuation and litigation advisory services. Mr. Riebe holds a Juris Doctorate and Master of Business Administration (Finance) from Case Western Reserve University. He received a Bachelor of Arts degree in Political Science from The College of Wooster. Mr. Riebe is a Senior Member of The American Society of Appraisers, President of The Estate Planning Council of Cleveland (2010-2011), and a member of the Society of Financial Service Professionals, The ESOP Association, National Center for Employee Ownership, and the Cleveland Metropolitan Bar Association.

Ronald F. Wayne, JD Back to Top

Wayne

Ronald F. Wayne, partner with the regional law firm of Buckingham, routinely engaged to design and implement multigenerational family estate and business succession plans. Mr. Wayne is actively involved in representing individuals before the Internal Revenue Service in estate, gift and personal income tax controversies. He is certified by the Ohio State Bar Association as a Specialist in Estate Planning, Trust & Probate Law under guidelines established by the Supreme Court of Ohio’s Commission on Certification of Attorneys as Specialists. Mr. Wayne received his Juris Doctorate from the Cleveland-Marshall College of Law. He earned his Bachelor of Arts degree from Cleveland State University. Mr Wayne is a member of the Ohio, New Jersey and Florida Bars. In addition, Mr. Wayne is a member of the United States District Court, Northern District of Ohio; the United States Tax Court; and the United States Supreme Court.

Patricia A. Pacenta, JD Back to Top

Pacenta

Patricia A. Pacenta is a partner with the regional law firm of Buckingham. She has extensive experience in the areas of estate planning, business succession planning, charitable gift planning, and estate and trust administration. Ms. Pacenta received her Juris Doctorate from Marquette Law School and her MA from The Ohio State University. In addition, Ms. Pacenta earned her Bachelor of Arts degree from Marquette University. She is a member of American Bar Association, Real Property, Probate and Trust Law Section; the Ohio State Bar Association, Probate and Trust Law Section;and the Akron Bar Association, Probate Section.

Michael Kolk, CPA, MS, JD Back to Top

Kolk

Michael Kolk is the Partner-in-Charge of Cohen & Company’s Private Client Services Group. Most of Mr. Kolk’s professional services are concentrated in the area of advising owners of closely-held businesses concerning a wide variety of tax areas and business issues. He has developed specific expertise in planning with multiple varied entities to achieve the income tax, estate tax, and business succession goals of his clients. He also is involved in the firm’s hedge fund and private equity practices. Mr. Kolk received his bachelor’s degree from Case Western Reserve University, where he has been a member of the Accounting Department Advisory Board for many years, his Masters of Taxation from the University of Cincinnati, and his Juris Doctorate from Cleveland State University. He has been very active in a number of civic organizations and has held board and often executive positions.

Uma M. Rajeshwar, CFA, CTFA Back to Top

Rajeshwar

Uma M. Rajeshwar is first vice president and senior portfolio manager for Glenmede Investment and Wealth Management working primarily in Glenmede’s Cleveland office. In this role, Mr. Rajeshwar provides investment counsel and wealth advisory services to high net worth individuals and families. In addition, he serves on the Company’s Investment Policy and Stock Selection Committees. Mr. Rajeshwar brings twenty-four years of investment and trust experience to this position. He graduated from the University of Delhi, India, with a Bachelor of Arts degree in Economics and earned a Master of Business Administration degree from the University of Michigan. Mr. Rajeshwar is a Certified Trust Financial Advisor and a holder of the Chartered Financial Analyst designation.

E. Lynn Nichols, CPA Back to Top

Nichols

E. Lynn Nichols provides tax consulting services, tax practice quality reviews, and documentation of quality control systems to CPA firms. He is the founder of Nichols Patrick CPE, Inc., for whom he presents CPE seminars sponsored by state societies of CPAs, CPA firms, and associations of CPAs. Mr. Nichols is a regular contributor to Bisk Education’s nationally syndicated “CPE Network” audio and video tax updates and a featured speaker at several major tax conferences. Mr. Nichols is a member of the American Institute of CPAs, Ohio Society of CPAs and past chair of the Board of Visitors of the University Of Oklahoma School Of Accounting. Mr. Nichols was awarded The Ohio Society of CPA’s Gold Medal for meritorious service to the accounting profession in 2005 and selected as one of Ohio’s Most Influential CPAs in 2008.

Douglas L. Klein, CPA, EA Back to Top

Klein

Douglas L. Klein has more than 15 years experience in public and industry accounting and eight years with the Internal Revenue Service. As Associate Director at SS&G, Mr. Klein specializes in international tax and IRS and state/local tax dispute resolution. Mr. Klien earned a Bachelor’s degree from Ashland College. He is a member of the American Institute of Certified Public Accountants (AICPA), the Ohio Society of Certified Public Accountants (OSCPA), the National Association of Enrolled Agents and the Ohio Society of Enrolled Agents. Mr. Klein is a Board member and Audit Committee Chair of Goodwill Industries of Akron. In addition, Mr. Klein is a member of the Executive Board and Endowment Committee for the Boy Scouts of America, Great Trail Council of Akron.

Steven A. Dimengo, JD, CPA Back to Top

Dimengo

Steven A. Dimengo, a partner with the regional law firm of Buckingham, focuses his practice on consultation and representation with respect to Federal and Ohio tax law matters. Mr. Dimengo presently serves as department head of the Taxation Section of the Business Practice Group. Mr. Dimengo routinely engaged to structure proposed transactions in a manner to obtain optimum tax minimization and 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. Mr. Dimengo earned his Juris Doctorate from The University of Akron School of Law. He also earned his Masters of Taxation and Bachelor of Art degrees from The University of Akron. In addition, Mr. Dimengo is a Certified Public Accountant.

Andrew Cordonnier, CPA Back to Top

Cordonnier

Andrew Cordonnier is a partner and the Corporate Tax Practice Leader in Grant Thornton’s National Tax Office in Washington D.C. Mr. Cordonnier provides firm-wide tax consultation regarding various corporate and transactional tax matters. Mr. Cordonnier graduated from the University of Texas, Austin, with a Masters of Professional Accounting in 1991 as a Sord Scholar and a member of the Dean’s List for Academic Excellence. He is a certified public accountant and a member of the AICPA. Mr. Cordonnier is currently a member of the AICPA’s Tax Executive Committee and the AICPA’s Economic Substance Tax Force.

Gregg G. Muresan, CPA Back to Top

Muresan

Gregg G. Muresan of PricewaterhouseCoopers, LLP has over 10 years of public accounting experience and provides practical tax, business and legislative advice for privately held businesses and their owners around the country. His specialty areas include mergers and acquisitions, corporate taxation, compliance services, and federal tax policy. Mr. Muresan also serves as the Private Company Services practice liaison to Washington, D.C., where he provides tailored analysis and tax planning advice to clients through interaction with Washington decision makers and the firm’s extensive team of federal tax specialists. Mr. Muresan is a graduate of John Carroll University, and holds a Masters of Taxation from the University of Denver. He is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants.

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