8th Annual Ohio State and Local Tax Conference
July 23, 2020

The University of Akron’s George W. Daverio School of Accountancy and Buckingham Doolittle & Burroughs, LLP are proud to offer the Eighth Annual Ohio State and Local Tax Conference. The conference is an outreach activity of the University’s renowned Master of Taxation program.

Event Details

Date: Thursday, July 23, 2020
Time: 8:00 a.m. – 3:30 p.m.
Registration: 7.30 a.m.
Location:

This event will be streamed via WebEx. A link to join the conference will be provided prior to the event.

Credits:
  • 8 CPEs for Ohio CPAs
  • Up to 8 CLEs (TAX) for Ohio attorneys pending approval
Fees and registration:

To register, visit SALT Registration or copy and paste this link in your browser https://www.bigmarker.com/SALT-Conference/8th-Annual-State-and-Local-Tax-Conference

The registration fee is $89.00

ABOUT THE CONFERENCE

Designed for CPAs, tax attorneys, bankers, business owners and other professionals with an interest in state and local taxation. This full-day conference focuses on the core Ohio State and multistate taxation topics that are impacting you. As the most comprehensive state and local tax conference in Ohio, it offers wide-ranging discussions of key taxation issues facing taxpayers, businesses and tax professionals in Ohio and other states. This is your chance to get up-to-date information you need from the experts you know and trust on topics that affect CPAs all over the state. Participants will learn to:

  • Review major changes in regional and state taxes
  • Explore multistate tax issues
  • Educate themselves about Ohio's personal income and pass-through entity tax update
  • Examine Ohio sales & use tax challenges

For conference fees and registration, visit SALT Registration or copy and paste this link in your browser https://www.bigmarker.com/SALT-Conference/8th-Annual-State-and-Local-Tax-Conference

Consider our Master of Taxation (MTax) Program to build or sharpen your credentials as a tax specialist. The MTax is a 30-credit professional degree designed to provide intensive training for individuals planning to enter the tax field and for experienced accountants and attorneys. Students without tax or accounting backgrounds may need to complete up to six credits of foundation courses. Consider applying now or by the application deadline, August 1!


AGENDA

Designed for CPAs, tax attorneys, bankers, business owners and other professionals with an interest in state and local taxation. This full-day conference focuses on the core Ohio State and multistate taxation topics that are impacting you. As the most comprehensive state and local tax conference in Ohio, it offers wide-ranging discussions of key taxation issues facing taxpayers, businesses and tax professionals in Ohio and other states. This is your chance to get up-to-date information you need from the experts you know and trust on topics that affect CPAs all over the state.

 
The agenda is as follows:


8:00 – 8:50 a.m.

Multistate Tax Update
Learn about the most recent multistate income tax trends and considerations in distressed times.

Steve Worth, JD, CPA,
Senior Manager – Indirect Tax/State & Local Tax Services – Ernst & Young

 

8:50 - 9:40 a.m.

Ohio Sales/Use Tax
Uncover the latest developments through an overview of the key Ohio sales/use tax provisions and recent cases and Department guidance.

Steven A. Dimengo, Partner - Buckingham, Doolittle & Burroughs, LLC
Sara Caldwell, Legal Counsel, Ohio Department of Taxation

 

9:50 - 10:40 a.m.

Commercial Activity Tax
Situsing takes center stage in recent CAT appeals. Additionally, this session will examine how to determine which gross receipts are subject to Ohio tax.

Richard B. Fry III
Partner - Buckingham, Doolittle & Burroughs, LLC
Benjamin Waterman
Attorney, Commercial Activity Tax – Ohio Department of Taxation

 

10:40 – 11:30 a.m.

Personal Income Tax/ Pass-through Entity

Julie Corrigan , Senior Manager – Plante & Moran, PLLC
Matt Dodovich , Division Counsel - Ohio Department of Taxation

 

11:40 – 12:40 p.m.

KEYNOTE:
Update from the Tax Commissioner's Office

Jeff McClain, Tax Commissioner - Ohio Department of Taxation

 

12:50 – 1:40 p.m.

Panel Discussion:
State Responses to COVID-19
Discussion of state responses to COVID-19 including conformity to CARES Act provisions, nexus considerations relating to work-from-home requirements, extensions of filing deadlines, and penalty abatements.

Fredrick J. Nicely, Sr. Tax Counsel – Council On State Taxation
Jessica Morgan, Senior Manager - National Tax Dept. / State Income Tax - Ernst & Young
Moderator: William Nolan, JD, CPA, Executive Director – Ernst & Young

 

1:40 – 2:30 p.m

Panel Discussion:
Economic Development Incentives
The panel will examine various economic development incentives and tax benefits for investors and businesses. Learn how to capitalize on these opportunities when hiring new employees, expanding or relocating operations, or making new capital investments through enterprise zone and community reinvestment area property tax incentives, opportunity zones, job creation tax credits, new markets tax credits, tax increment financing, and more.

Adam Hill, CPA, Partner – Cohen & Co.
Christine Nelson, Vice President – Team NEO
Moderator: Richard B. Fry III, Partner - Buckingham, Doolittle & Burroughs, LLC

 

2:40 – 3:35 p.m.

Panel Discussion:
Post Wayfair Environment and Consequences
This panel discussion will explore how recent changes to laws and regulations are impacting business decisions, including,

  • Nexus for remote sellers
  • Marketplace facilitator sales tax collection
  • Compliance factors
  • Non-sales tax ramifications
  • Consequences of states’ adoption and adaptation
  • Local business taxes

Nikki Dobay, Sr. Tax Counsel – Council On State Taxation
Steven Wlodychak, Principal, Indirect Tax - Ernst & Young
Moderator: Steven A. Dimengo, Partner - Buckingham, Doolittle & Burroughs, LLC