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2012 Agenda

Morning Session: Fundamental Economic and Tax Aspects of Partnerships and LLCs

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

Registration and Continental Breakfast

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

Welcome and Introductions

8:30 A.M. - 9:15 A.M.

Background and Defined Terms: Partnership Formation

Robert M. Burak, CPA – Partner, Bober Markey & Fedorovich CPAs, Akron, Ohio.

9:15 A.M. - 10:00 A.M.

Partnership Allocations

Jon R. Stefanik, JD, MTax. Buckingham, Doolittle & Burroughs, LLP, Akron, Ohio.

10:00 A.M. - 10:15 A.M.

Break

10:15 A.M. - 11:00 A.M.

Nonrecourse Debt and Deductions

Thomas I. Hausman, JD, LLM of Counsel. Schneider, Smertz, Ranney & LaFond PLL, Cleveland, Ohio

11:00 A.M. - 11:45 A.M.

Liquidations and Sales of Partnership Interests

Robert W. Malone, JD – Partner, Buckingham, Doolittle & Burroughs, LLP, Akron, Ohio

11:45 A.M. - 1:00 P.M.

Lunch (NO CREDIT IS REQUESTED FOR THIS LUNCH PRESENTATION)
Investment Outlook for 2013

Uma M. Rajeshwar, CFA, CTFA, Glenmede, Cleveland, Ohio

Afternoon Session: Hot Topics and Legislative Developments

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

The New “Repair” Regulations

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

2:00 P.M. - 2:45 P.M.

Taxation of Oil and Gas Transactions

Michael G. Eberhart, CPA, CVA, Senior Partner Hall, Kistler & Company LLP, Canton, Ohio

2:45 P.M. - 3:00 P.M.

Break

3:00 P.M. - 3:45 P.M.

Export Tax Strategies - IC –DISCS and Beyond

David L. Groves, CPA, Partner, Bruner-Cox LLP, Canton, Ohio

3:45 P.M. - 4:30 P.M.

Legislative Outlook

Nicholas P. Giordana, JD, LLM, Principal, Washington Council Ernst & Young, Washington, D.C.

4:30 P.M.

Adjourned