National Tax Conference <br> In Honor of Alvin H. Lieberman

2015 Agenda

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

Registration and Continental Breakfast

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

Welcome and Introduction

Thomas Calderon, Chair, George W. Daverio School of Accountancy

8:30 A.M. - 10:00 A.M.

Tax Law & Tax Regulation Challenges and Opportunities for Business – Perspectives of Corporate Tax Leaders

Moderator: Andrew W. Bernat, JD, MTax, Tax Counsel, Sherwin Williams

Panelists:    

  • Michael Cummins, VP Tax, Sherwin Williams
  • Clark Wulf, VP Tax, Key Bank
  • Guy Fabe, VP Tax, Parker Hannifin Corporation

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

Break

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

Proposed Regulations Under IRC § 751

Paul Speyer, JD, LLM / Maloney + Novotny LLC

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

Building and Growing Your Reputation as a Tax Specialist

Gale Crosley, CPA , President, Crosley Company

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

Presentation and Lunch- Presented by Glenmede

  • Financial Markets and the Economy
  • Jason Pride, Chief Investment Strategist / Glenmede

1:00 P.M. - 2:30 P.M.

Tax Fraud and Tax Data Security

Moderator:Michael Humphrey, JD, MTax, CFE, CFCI / KPMG LLP

Panelists:    

  • John Aske / FBI
  • John Toney / KPMG LLP
  • Kathleen C. Schlenzig / KPMG LLP
  • Mark Kahler / Internal Revenue Service

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

Break

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

Health Care Reform Reporting: Tax and Regulatory Compliance Challenges for Employers

  • Julia R. Hall, CPA, MTax / Apple Growth Partners
  • Susan Burnoski, CPA / Apple Growth Partners

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

Proposed Federal Tax Legislation and the Potential Impact on Business and the Profession

  • Mel Schwarz, JD, CPA, MPA / Grant Thornton LLP

4:30 P.M.

Adjourn