Event

National Tax Conference
in honor of Alvin H. Lieberman

Date

October 28, 2021
7:55am to 4:15pm

Venue

Zoom



Add to Calendar

to register visit www.nationaltaxconference.com

 

7:55 – 8:00 Introduction – Dr. Thomas Calderon, Professor of Accounting

8:00 – 9:00 Federal Tax Case Law Update
William M. Smith, Esq. / CBIZ

9:00 – 9:45 Tax Treatment of Transaction Expenses
Dave Groves / CliftonLrasonAllen LLP

9:45 – 10:00 Break

10:00 – 10:45 Due Diligence in M&A Transactions
Mary T. Griffin, CPA / Sikich LLP

10:45 – 11:30 Small Business Taxpayer Exemption – Traps for the Unwary
Derrick Haines, JD / Buckingham, Doolittle & Burroughs, LLC
Nathan Fulmer, JD / Buckingham, Doolittle & Burroughs, LLC

11:30 – 12:45 Lunch – Sponsored by Glenmede
Luncheon Presentation: Financial Markets and the Economy
Uma Rajeshwar, CFA, CTFA, CFP®
Managing Director / Glenmede

12:45 – 1:30 Selected Tax Issues for Nonprofit Organizations
Paul H. Speyer, JD, LL.M., CPA / Maloney + Novotny LLC
Chris Anderson., CPA / Maloney + Novotny LLC

1:30 – 2:15 Tax Aspects of Cryptocurrency
Scott J. Swain, CPA, CFA, CFP / Cohen & Company
Chad Shields, CPA / Cohen & Company

2:15 – 2:30 Break

2:30 – 3:15 Valuation of Non-Cash Charitable Donations
Avery Fontaine, Senior Vice President, Head of Philanthropy | PNC Private Bank

3:15 – 4:15 Legislative Outlook
Gregg Muresan, Partner | PwC