University of Akron | 2019 National Tax Conference
in Honor of Alvin H. Lieberman


October 31, 2019
7:55AM to 4:00PM


DoubleTree Cleveland Independence
6200 Quarry Lane
Independence, Ohio 44131

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Click HERE TO REGISTER through the University of Akron.

The George W. Daverio School of Accountancy at The University of Akron invites tax professionals and accountants to the National Tax Conference in Honor of Al Lieberman.

The conference agenda begins with a continental breakfast and registration at 7:30. The program starts at 7:55 a.m. and ends at 4:00 p.m. Lunch is included with registration.

The conference, an outreach activity of the Daverio School, is designed to update tax practitioners in the accounting, legal, business, and governmental sectors. Prominent tax specialists and national experts will discuss new developments, tax-saving ideas, current issues, and changes in the federal, state and local tax laws. This year’s conference covers some of the most vital topics in the area of taxation.


7:30 – 7:55
Registration and Continental Breakfast

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
Income Taxation of Trusts and Estates, Louis Sands, CPA, J.D. / Sikich LLP

 9:45 – 10:00 | Break

10:00 – 10:45
Taxation of Marijuana Business: Are all Deductions Up in Smoke?, Paul H. Speyer, JD, LL.M. / Maloney + Novotny LLC

10:45 – 11:30
Limitations on Business Interest Expense Under Section 163(j), Kevin Anderson, CPA, J.D. / BDO

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
Tax Crime Investigations: The Role of the Special Agent, Garrison Ure, CPA / Internal Revenue Service

1:30 – 2:15
Tax Planning for Sales of Partnership Interests or Assets, Rob Malone, Esq. / Buckingham, Doolittle & Burroughs, LLC.

2:15 – 2:30 | Break

2:30 – 3:15
Opportunity Zones, Laura Gourley, CPA, Director, West Coast Practice Leader / Grant Thornton LLP

 3:15 – 4:00
Moving from Inflexibility to Resiliency in Privacy and Data Protection, Adam L. Pajakowski, CTPRP, CIA, CFE / Crowe LLP

The Conference qualifies for 8 hours of Continuing Professional Education (CPE) credit and 6.75 hours of Continuing Legal Education (CLE) credit in Ohio.

Registration fees are $175 per attendee and $115 for each additional attendee from the same firm. The registration fee covers all conference materials as well as continental breakfast and lunch. Register here.

Contact the Daverio School of Accountancy at 330-972-7588 ([email protected]) if you have questions.

Click HERE TO REGISTER through the University of Akron.