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26th Annual Ohio Tax Conference


Many Thanks to the Sponsors of the 26th Annual Ohio Tax Conference, the Largest Business Tax Conference in the Nation!

McDonald Hopkins

Zaino Hall & Farrin


Plante Moran


Baker Hostetler

Bingham Greenebaum Doll

Frost Brown Todd  

GBQ Partners

Morrison & Foerster  

Clarus Partners  

Deloitte Tax

DuCharme, McMillen & Associates

Grant Thornton

Ice Miller


McDermott Will & Emery


Reed Smith

Schneider Downs & Co.

Taft, Stettinius & Hollister 

Tax Technology Group, Inc..

Bricker & Eckler

Honigman Miller Schwartz & Cohn


General Session & Luncheon Presentations

Ohio Commercial Activity Tax (CAT)) Significant Developments -- Thomas M. Zaino, Founder & Managing Member, Zaino Hall & Farrin LLC, Columbus

Ohio Economic Incentives, Tax Credits and JobsOhio Significant Developments -- Paul A. Naumoff, Principal, Ernst & Young LLP, Columbus

Ohio Sales and Use Tax Significant Developments-- Edward J. Bernert, Partner, Baker & Hostetler LLP, Columbus

Ohio Municipal Income Taxation; Taxation of Pass-Through Entities & Personal Income Taxes Significant Developments -- J. Donald Mottley, Of Counsel, Taft, Stettinius & Hollister LLP, Columbus    

Ohio Real Property Valuation & Classification Significant Developments -- Mark A. Engel, Partner, Bricker & Eckler LLP, Cincinnati

What’s on the Horizon … Priceless Insights on Tax Department Initiatives, Tax Reform, Ohio Budget, and Business Taxes -- Joseph W. Testa, Tax Commissioner, Ohio Department of Taxation, Columbus

The Great DebateThe Good & Bad of State Tax Administration … SALT Issues Before the U.S. Supreme Court, States Passing Retroactive Tax Laws to Address Revenue Concerns, Whether There is a Separate Commerce Clause Nexus Standard from the Due Process Clause, MTC Activity, What Constitutes the Fair Application of Alternative Apportionment, Audits Issues, a Discussion over Congress Mandating Uniformity, and Other National SALT Developments -- Moderator:  Albert P. Cliffel, III, Senior Vice President, Fifth Third Bank, Cincinnati; Richard D. Pomp, Professor of Law, University of Connecticut, Hartford, CT; and Fredrick J. Nicely, Senior Tax Counsel, Council on State Taxation (COST), Washington, DC

Federal Tax Policy: A Discussion of Comprehensive Tax Reform Efforts and Other Legislative Developments -- Caroline L. Harris, Vice President, Tax Policy & Chief Tax Policy Counsel, U.S. Chamber of Commerce, Washington, DC

Economic Outlook for 2017 & Beyond for Ohio and the United States .. Insights on Real GDP Growth, Employment/Unemployment Rate, Interest Rates, Consumer Price Index (CPI), Manufacturing & Construction Activity and Other Important Economic Indicators -- George Mokrzan, Ph.D. , Director of Economics, The Huntington National Bank, Columbus

Interactive & Concurrent Workshops

Workshop A - Ohio Manufacturing Rule … Has It Really Been 26 Years? And, Is It Still Relevant?

Workshop B - New Ohio Municipal Tax Law ‘Rehash’– Am. Sub. H.B. 5 Effective January 1, 2016

Workshop C - Basic:  State & Local Tax … an Introduction to SALT & Multistate Taxation

Workshop D - Employment Tax Challenges Faced by Multi-State Employers with a Mobile Workforce

Workshop E - Advanced:  Sales & Gross Receipt Taxes on Technology

Workshop F Part 1 --  Workshop F Part 2 -- Workshop F Part 3 -- Workshop F Part 4 - CAT, Sales & Use and PTE Audits … Best Practices to Effectively Plan & Manage the Audit Process

Workshop G - Emerging Trends on Nexus … Is Quill Ripe for Reconsideration?

Workshop H - Ohio Commercial Activity Tax (CAT) Situsing: Traps and Opportunities

Workshop I- Advanced: Building a Realistic Business Case & Validating ROI on Tax Technology Implementations    

Workshop J - Advanced:  Market-Sourcing: One Name, Many Approaches … Insights Into MTC’s Proposed Amendments & Potential Opportunities for Multistate Taxpayers

Workshop K - Unclaimed Property – Key Developments Including the Temple Inland Case, Navigating through an Audit and Practical Tips & Best Practices to Streamline Compliance Process

Workshop L - Mergers & Acquisitions … State Tax Planning, Traps and Recent Developments

Workshop M - Basic:  Audits – Best Practices & Tips

Workshop N - The Taxation of Employment Services in Ohio … Increasingly Significant as Employers Strive to Meet Labor Needs in a Dynamic & Specialized Economy           

Workshop O - Regional Update … Tax Advice for Companies Doing Business in Michigan & Pennsylvania

Workshop P - Ohio’s Tax Incentives Evolution to Promote Ohio Competitiveness

Workshop Q - Advanced:  Multistate Apportionment … Trends, Pitfalls & Opportunities

Workshop R - Advanced: Implementation of Ohio Municipal Income Tax Reform Effective January 1, 2016 … What to Expect

Workshop S - Advanced:  Multistate Partnership and Flow-Through Entity Tax Traps and Tips

Workshop T - Basic:   Sales & Use Tax:   National Issues & Trends

Workshop U - Healthcare & Non-Profit IndustriesUnique Tax Issues

Workshop V - Real Property Valuations … Issues Involving the ‘Dark Store’ Theory

Workshop W - Major Developments within the Ohio Supreme Court & Ohio Board of Tax Appeals Regarding Ohio & Municipal Income Taxation

Workshop X - Advanced:  Factor Presence Nexus for State and Local Taxes:  Meeting the Challenges of Developing State Standards for Income, Sales and Gross Receipts Taxes

Workshop Y - Energy & Carbon Taxes … the Next Value-Added Tax (VAT)?

Workshop Z - Construction … Sales & Use Tax Implications in OH, PA & WV

Workshop AA - Roundtable:  Insights on Ohio’s New Biennium Budget

Workshop BB - Ethics & Professionalism for State Tax Professionals – Getting What You Want – Resolving Audits & Appeals through Negotiated Settlements

Workshop CC - Ohio Sales & Use Tax – In-depth Review of Major Developments Including New Audit Procedures, Legislative & Litigation Developments Important to Ohio Sales & Use Taxes

Workshop DD - Advanced:  Nexus Wars!!! Emerging Issues in State Tax Nexus … The Most Rapidly Changing Area of Taxation

Workshop EE - Regional Update … Tax Advice for Companies Doing Business in Indiana & Kentucky

Workshop FF - Advanced:  Dealing with Complex Accounting Standards – FIN 48 (aka ASC 740-10) and FAS 5

Workshop GG - Basic:  You Talkin’ to Me?   Useful Guidance to Help Tax Authorities & Taxpayers Speak the ‘Same Language’

Workshop HH - Site Selection & Economic Incentive Package:   Priceless Insights and Efforts in Securing Major Ohio Investments

Workshop II - Major Developments in Ohio Pass-Through Entity and Personal Income Taxation

Workshop JJ - Transactions in Today’s Economy: State Tax Implications of How We Do Business

Workshop KK - Advanced:  Cloud Computing & Services . . .Sales Tax Implications, Commercial Opportunities & Tax Perils

Workshop LL - Ohio Pass-Through Entities and Municipal Income Tax Reform

Workshop MM - Section 385 Regulations … Transactions Covered, Documentation Requirements & Unintended State Income Tax Implications       

Workshop NN- Opportunities & Pitfalls … Sourcing of Service/Sales of Non-Tangible Personal Property in Multistate Arena

Workshop OOBasic:  Ohio CAT…Common Audit Issues Including ‘Agency Exclusion’

Workshop PP - Advanced:   The Future Tax Department is Here!          

Workshop QQ - The Power to Tax: Constitutional Issues with the Ohio CAT in a Global and Digital Economy     

Workshop RR - Statistical Sampling … Preparation for a Sample Audit

Workshop SS - Roundtable:  Interactive CFO & Corporate Tax Directors Roundtable