Click here to register.

7:30 – 8:00 – Registration/Breakfast
8:00 – 3:30 – Conference

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7:30 – 8:00 a.m.                                 Registration and continental breakfast

8:00 – 8:50 a.m. (50 min.)              Multistate Tax Update 

William Nolan, JD, CPA, Executive Director – Ernst & Young

8:50 – 9:40 a.m. (50 Min)               Ohio Sales/Use Tax 

Steven A. Dimengo, Managing Partner – Buckingham, Doolittle & Burroughs, LLC

Laura Stanley, Attorney, Sales & Use Tax – Ohio Department of Taxation

Uncover the latest developments through an overview of the key Ohio sales/use tax baseline provisions.

9:40 – 9:50 a.m.                                 Break

9:50 – 10:40 a.m. (50 min.)           Commercial Activity Tax Update

Richard B. Fry III, Partner – Buckingham, Doolittle & Burroughs, LLC

Benjamin Waterman, Attorney, Commercial Activity Tax – Ohio Department of Taxation

Situsing takes center stage in recent CAT appeals. This session will examine how to determine which gross receipts are subject to Ohio tax.

10:40 – 11:30 a.m. (50 min.)             Personal Income Tax

Eric Burdette, Senior Manager, Indirect – State & Local Tax – Ernst & Young

11:30 – 11:40 a.m.                            Break | Lunch Buffet

11:40 a.m. – 12:40 p.m. (60 min.)        Luncheon Keynote Speaker:

Matthew Chafin, JD, Deputy Tax Commissioner for Audit and Criminal Investigations, Ohio Department of Taxation.

Matt will discuss his new role in assuming responsibility for all audit activities by the Department of Taxation as well as oversight of the Criminal Investigations Division and its involvement in enforcing of civil and criminal tax law in Ohio.

12:40 – 12:50 p.m.                            Break

12:50 – 1:40 p.m.                            Important SALT Issues for Multi-jurisdictional Businesses 

Fredrick J. Nicely, Sr. Tax Counsel – Council On State Taxation

Steven Wlodychak, Principal, Indirect Tax – Ernst & Young

1:40 – 2:30 p.m. (50 min.)           Panel Discussion | Corporate tax issues, planning and compliance

Lucas McDaniel, Manager of Indirect Taxes and Incentives – The Lubrizol Corporation

Matthew Chafin, JD, Deputy Tax Commissioner for Audit and Criminal Investigations, Ohio Department of Taxation.

Moderator: Steven A. Dimengo, Managing Partner – Buckingham, Doolittle & Burroughs, LLC

The panel will review critical tax matters faced by corporate tax departments and how they are successfully addressed.

2:30 – 2:40 p.m.                                Break

2:40 – 3:30 p.m. (50 min.)             Panel Discussion | Post Wayfair Discussion – How are states implementing the decision?

Jessica Morgan, Senior Manager,National Tax Department – State Income Tax – Ernst & Young

Fredrick J. Nicely, Sr. Tax Counsel – Council On State Taxation

Steven Wlodychak, Principal, Indirect Tax – Ernst & Young

Moderator: Richard B. Fry III, Partner – Buckingham, Doolittle & Burroughs, LLC

This panel discussion will take a look at Ohio and the neighboring states to see how the Wayfair decision is impacting business decisions, including,

• What hurdles have businesses encountered in complying with economic nexus laws being enacted throughout the country?
• Are service providers required to collect multistate sales tax?
• What other non-sales taxes are multistate businesses subject to?
• What to expect next…

Earn 8 hours of Ohio CPE credit and 6.75 Ohio CLE credit.

Registration $175 per person | $125 if two or more register at the same time.

Click here to register.