Event

7th Annual State and Local Tax Conference

Date

July 25, 2019
7:30AM to 3:30PM

Venue

DoubleTree Independence
6200 Quarry Lane
Independence, Ohio

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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, 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, Division Counsel – 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.)         Deputy Tax Commissioner Update

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.

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

11:40 – 12:40 a.m. (60 min.)         Luncheon Keynote Speaker: Ohio Tax Update

Ohio Tax Commissioner Jeff McClain

Learn about new initiatives related to Ohio taxes straight from the Commissioner, including direction, focus, and top priorities of the new administration.

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

12:50 – 1:40 p.m. (50 min.)           Panel Discussion | Corporate tax issues, planning and compliance

Lucas McDaniel, Lubrizol

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

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

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

1:40 – 2:30 p.m. (50 min.)             Personal Income Tax

Eric Burdette, Senior Manager – Ernst & Young

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, 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.