National Tax Conference 2021

The University of Akron's George W. Daverio School of Accountancy is proud to invite you to the 44th Annual National Tax Conference in Honor of Alvin Lieberman on Thursday, November 2, 2023, 7:55 a.m. to 4:00 p.m. Check in and breakfast at 7:30 a.m. , located at Embassy Suites, 5800 Rockside Woods Boulevard, Independence, Ohio 44131. This year's conference is designed to update tax practitioners in the accounting, legal, business, and governmental sectors.

This full-day session qualifies for 8 hours of Continuing Professional Education (CPE) credit for Ohio CPAs and 6.75 hours of Continuing legal Education (CLE) credit for Ohio attorneys - approval pending. Prominent tax specialists and national experts will discuss new developments, tax-saving ideas, current issues, and changes in the federal, state, and local tax laws.

The National Tax Conference is an outreach activity of The University's renowned Master of Taxation program.

Registration fees are $199 per attendee. The registration fee covers all conference materials. Contact The George W. Daverio School of Accountancy tmeers@uakron.edu (330-972-7588) if you have questions.

We look forward to seeing you at the conference!

The University of Akron – National Tax Conference

Embassy Suites: Independence, Ohio

November 2, 2023 Program Schedule

7:30 - 7:55
Registration and Continental Breakfast
7:55 - 8:00
Welcome Jules Jones, JD, CPA, M.Tax / The University of Akron
8:00 - 9:00
Unique Issues in Worker-Classification Disputes:
Section 530 Relief, Obscure Settlement Programs, New Tax Court Procedures & More

Hale E. Sheppard, JD / Chamberlain, Hrdlicka, White, Williams & Aughtry
9:00 - 9:45
Gathering and Reporting Cryptocurrency Data
David Harris, CPA / Meaden & Moore
Dominic Albert / Meaden & Moore
Greg Gibbons, CPA / Meaden & Moore
9:45 - 10:00
Break
10:00 - 10:45
174 R&D Capitalization
Devon LaRiccia, CPA / Bober Markey Fedorovich
John Jenkins, CPA / Bober Markey Fedorovich
10:45 - 11:30
Energy Incentives in the Inflation Reduction Act
Courtney Sandifer / BDO
11:30 - 12:15
Lunch – Sponsored by Glenmede
12:15 - 12:45
Luncheon Presentation: Financial Markets and the Economy
Jason Pride, CFA, Chief Investment Officer / Glenmede
12:45 - 1:30
Retirement Planning for Small Business
David L. Groves, CPA / CLA
1:30 - 2:15
Considerations in M&A
Don Stanovcak, JD / Plante Moran
Jessica Cannata, CPA / Plante Moran
2:15 - 2:30
Break
2:30 - 3:15
Gift Tax Efficiency
Madison Massie, Esq. / Pease Bell CPAs
Alex Kuzmik, JD / Pease Bell CPAs
3:15 - 4:00
Revolutionizing Accounting: The Rise of Generative AI in Business Operations
Ken Klika / Sikich