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22nd Annual Ohio Tax Conference

Many Thanks to the 22nd Annual Ohio Tax Conference Sponsors 

McDonald Hopkins

Ernst & Young

Plante Moran


Baker Hostetler

GBQ Partners

Deloitte Tax

Morrison & Foerster

Sutherland Asbill & Brennan

Taft, Stettinius & Hollister

Masters in Taxation - University of Cincinnati

Institute for Professionals in Taxation

DuCharme, McMillen & Associates

Grant Thornton

Frost Brown Todd LLC




Vorys, Sater, Seymour and Pease

Honigman Miller Schwartz & Cohn

Bricker & Eckler


General Sessions and Luncheon Keynotes

Major Trends & Developments in State Business Taxation Including Election Results & New Legislative Initiatives; Increased Enforcement; Expansion of Tax Credits to Retain & Attract Business; Main Street Fairness Act; and Tax Reform in States ... A Lively & Free-Wheeling Panel Discussion -- James R. Seiwert, Global Director, Grants & Incentives, Owens-Illinois, Inc., Perrysburg; Diann L. Smith, Counsel, McDermott Will & Emery, Washington, DCDouglas L. Lindholm, President & Executive Director, Council on State Taxation, Washington, DC;  Joe B. Huddleston, Executive Director, Multistate Tax Commission, Washington, DC; and Gale Garriott, Executive Director, Federation of Tax Administrators, Washington, DC

Ohio Tax & Jobs 2013…Significant Developments in Commercial Activity Tax (CAT)Thomas M. Zaino, Managing Member and Founder, Zaino Hall & Farrin LLC, Columbus

Ohio Tax & Jobs 2013…Significant Developments JobsOhio; Economic Incentives & Tax Credits -   Paul A. Naumoff, National Director, Tax Credits & Incentives, Ernst & Young LLP, Columbus

Ohio Tax & Jobs 2013…Significant Developments in Sales & Use Tax - Edward J. Bernert, Partner, Baker & Hostetler LLP, Columbus

Ohio Tax & Jobs 2013…Significant Developments in Municipal Income Taxation & Reform; Taxation of Pass-Through Entity & Personal Income Tax- Stephen M. Nechemias, Partner, Taft, Stettinius & Hollister LLP, Cincinnati    

Ohio Tax & Jobs 2013…Significant Developments in Real Property Valuation & Classification - Mark A. Engel, Partner, Bricker & Eckler LLP, Cincinnati

Ohio Department of Taxation: Progress & Proposals … Ohio Casino Tax, Amnesty Programs, Financial Institutions Tax (FIT), Invest Ohio, Income Tax Reduction Plan & Severance Tax Modernization and More Tax Reform & Simplification - Joe Testa, Ohio Tax Commissioner, Ohio Department of Taxation, Columbus

Best & Worst of State Tax Administration and Justice Vs. Injustice: The Prince of Darkness and the Master of Misconception "Hurdling" the Issues of Nexus, Apportionment, and Discrimination  -- Moderator:  Albert P. Cliffel, III, Senior Vice President, Fifth Third Bank, Cincinnati; Maryann B. Gall, Esq., MBGALLTAX, Columbus; Richard D. Pomp, Professor of Law, University of Connecticut, Hartford, CT; Craig B. Fields, Esq, Partner, Morrison & Foerster LLP, New York

Manufacturing Renaissance in Ohio Powered by Oil & Gas from Shale - Scott J.  Ziance, Partner & Economic Development Incentives Practice Leader and Gregory D. Russell, Partner and Energy Practice Leader, Vorys, Sater, Seymour and Pease LLP, Columbus;  David Mustine, Managing Director, Energy, Chemicals & Polymers, JobsOhio, Columbus; and Edward M. Young, Controller, Steel Business Group, The Timken Company, Canton

Recovery Belt … Priceless Insights on the State of the Economy  -- Bryan Jordan, Deputy Chief Economist, Nationwide Insurance Co.,  Columbus



Workshop A - Manufacturing - Sales & Use Tax Exemption … Interactive Virtual Tour of Honda of America Manufacturing Plant

Workshop B - Additional Supplemental Materials Updated on 1.31.13  Advanced:  Ohio CAT … New Developments & Valuable Insights into Specific Audit Issues

Workshop C - PowerPoint Updated on 1.28.13 Sales Tax on Services and Multistate Taxation of Software/Cloud Computing Providers & Users

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

Workshop E - Basic:  Oil & Gas Industry … Property Tax, Severance Tax and Public Utility Tax Issues

Workshop F - Ohio Economic Development & JobsOhio: Ohio’s Regional Approach:   What’s Working & What Challenges Lie Ahead

Workshop G - Advanced:   Real Property Valuation Issues in Ohio

Workshop H - Municipal Income Taxation in Ohio  … Lower the Costs of Employee Withholding Compliance  

Workshop I - Advanced:  Issues in Alternative Apportionment, MTC’s Three-Factor Formula & The Gillette Decision  

Workshop J - Heathcare Industry - Under the Microscope … Bringing Sales Tax Issues into Focus  

Workshop K - Advanced:  Reducing Your Taxes … Utilizing Federal & State Tax Credits and Sustainability Incentives

Workshop L - Basic:  Ohio Sales & Use Tax: Successful Audit Strategies

Workshop M - Regional Update: Tax Advice for Companies Doing Business in Indiana & Kentucky

Workshop N -Sourcing the Cloud … Who Gets the First Bite at the Apple?    Sales/Use Tax & Income Tax Sourcing Considerations

Workshop O - Basic: Ohio Property Tax:   Demystifying Mass and Fee Appraisal and the Impact on the Burden of Proof

Workshop P - Ohio Legislative Developments … Hold on Tight, the Next Six Months Should Be Exciting! 

Workshop Q - Ohio Business Tax Reform … The Crystal Ball Looking at Options and Predictions for More Ohio and Municipal Income Tax Reform  

Workshop R - Sales & Use Tax:   National Issues, Trends and Regional Comparisons

Workshop S - Basic: Ohio CAT Audits … Practical Advice, Experience and Commonly-Missed Items

Workshop T - Advanced:  Combined Reporting Issues

Workshop U - Mergers & Acquisitions … State Tax Aspects

Workshop V - Real Property Tax Appeals / Valuation -  Is My Property Overvalued and How Do I Know?  If So, How to Obtain a Reduction?

Workshop W - Advanced:  Are You Covered? Dealing with Complex Tax Accounting Issues … ASC 740, ASC 450 & FIN

Workshop X - Economic Incentives & Tax Credits Compliance … What Comes After the Ribbon Cutting?

Workshop AA - Nexus Developments … Is There Any Place Left to Hide?

Workshop BB - Ohio Sales & Use Tax – In-depth Review of Major Developments Including New Audit Policies & Procedures and Areas with Significant Number of Inquiries

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

Workshop DD - State & Local Tax Credits and Incentives - Rain or Shine Negotiations Role Play

Workshop EE - Retail Industry … Hot Taxation Issues & Developments Affecting Retailers in Ohio

Workshop FF - Advanced:  Multistate Income Taxation and Apportionment – Trends, Pitfalls & Opportunities

Workshop GG - Ohio Pass-Through Entity Taxation: Audit Issues, Current Compliance & Discovery Initiatives

Workshop HH - The Next Generation of Municipal Tax Uniformity for a Healthier Ohio Economy

Workshop II - Advanced:  Interactive CFO & Corporate Directors Roundtable & Best Practices

Workshop JJ - Ohio Economic Development Tools … How to Get a Tax Increment Financing (TIF) Deal Done

Workshop KK - Multistate Nexus & Impact of Economic Nexus Cases to Various Industries

Workshop LL - Advanced:   Utica Shale Gas Boom … Will Ohio Reap a Tax Windfall?   How to Maximize Your Tax      Exemptions & Exclusions

Workshop MM - Financial Institutions … Legislation and Current Audit Issues Facing Financial Services Companies Doing Business in Ohio

Workshop NN - Advanced:   Statistical Sampling in Sales and Use Tax Audits … “The Devils is the Strata”

Workshop OO - Basic:  Redesigned … Navigating Ohio Business Gateway’s & Taxation Websites:  Assistance for Taxpayers & Practitioners