home Home Taxation Environmental HR & Health Safety Energy Management
Energy Management Taxation Environmental HR and Health

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

EY

Plante Moran

Ryan

Baker Hostetler

Bingham Greenebaum Doll

Frost Brown Todd  

GBQ Partners

Morrison & Foerster  

Clarus Partners  

Deloitte Tax

DuCharme, McMillen & Associates

Grant Thornton

Ice Miller

KPMG

McDermott Will & Emery

PricewaterhouseCoopers  

Reed Smith

Schneider Downs & Co.

Taft, Stettinius & Hollister 

Tax Technology Group, Inc..

Bricker & Eckler

Honigman Miller Schwartz & Cohn

IPT

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