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2016 Agenda

Registration and Continental Breakfast

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

Introduction - Dr. Thomas Calderon, Chair: School of Accountancy

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

Technology in the Tax World: Perspectives from Tax and Corporate Leaders

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

Moderator: Dominic (Nick) Gonnella, CPA, MT

Panelists:

  • Avery Johnson, JD/VP, Tax: PolyOne Corporation
  • Kristen Roth deMoulpied, CPA / Deloitte Tax LLP
  • Chad G. Leon / Ohio Department of Taxation

Break

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

IRS Code Section 1202: Planning Opportunities for Small Business Stock

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

Michael Luxeder, CPA, M.Acc. / Bober Markey Fedorovich

Post-Mortem Income Tax Planning

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

Andrew Whitehair, CPA/PFS, AEP®/ Cohen & Company

Lunch - Sponsored by Glenmede

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

Luncheon Presentation: Financial Markets and the Economy

  • Jason D. Pride, CFA – Director of Investment Strategy

Tax Planning and Saving for College

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

Louis A. Trivisonno / Skoda Minotti

Planning for Social Security

1:45 P.M. - 2:30 P.M.

Thomas R. Hager, CPA, CGMA, NSSA / Schlabig & Associates

Break

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

Tax Issues Facing the Construction Industry

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

  • Brent R. Thompson, CPA, MT / Meaden & Moore
  • Aaron T. Cook, CPA, CCIFP / Meaden & Moore

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

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

  • William M. Smith, Esq. / CBIZ

Adjourn

4:30 P.M.