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