Mega TAX€¦ · Paychex , Inc. Paychex, Inc. is a leading provider of payroll, human resource, and...

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Mega Conference 2015 TAX Hard-hitting details to build your skills New Location Dec. 7-8, 2015 Nationwide Hotel & Conference Center, Lewis Center, OH

Transcript of Mega TAX€¦ · Paychex , Inc. Paychex, Inc. is a leading provider of payroll, human resource, and...

Page 1: Mega TAX€¦ · Paychex , Inc. Paychex, Inc. is a leading provider of payroll, human resource, and benefits outsourcing solutions for small- to medium–sized businesses. The company

Mega

Conference 2015TAXHard-hitting details to build your skills

New Location

Dec. 7-8, 2015Nationwide Hotel & Conference Center, Lewis Center, OH

Page 2: Mega TAX€¦ · Paychex , Inc. Paychex, Inc. is a leading provider of payroll, human resource, and benefits outsourcing solutions for small- to medium–sized businesses. The company

Get the hard-hitting details you need to score a knock out for your clients.

Master advanced tax topics, connect with other experienced tax professionals and build value for your organization at the 2015 MEGA Tax Conference.

Customize your event by choosing from two days of the hottest tax topics to help you comply with changes, stay competitive and simplify the challenges of tax season.

Give yourself an edge this tax season with answers and updates from experts in the profession.

• Listen as Congressman Jim Renacci, CPA, Congressman Pat Tiberi and Congressman Tim Ryan discuss the challenges and opportunities for federal tax reform.

• Examine economic indicators in the U.S. and China with Tom Orchard, senior vice president of UBS Wealth Management, and find out what you need to do to protect yourself and your organization in the years ahead.

• Review upcoming tax compliance and reporting provisions in the Affordable Care Act with Lori Maite, executive director, affordable care act / indirect tax services, EY.

WhoWhyshould attend&

INVEST IN YOURSELF & REGISTER TODAY !

Accounting Practice Sales Steve Weldon | [email protected] (800) 272-7355Mike Sosinski | [email protected](800) 272-7355www.accountingpracticesales.com Accounting Practice Sales specializes in the sale of CPA firms and accounting and tax practices. Our marketing and consulting services are focused exclusively on the accounting professional. We provide guidance and assistance in selling your practice, merging with another firm, establishing a practice continuation plan, growing an existing business or acquiring a new practice.

Avalara Brandon [email protected] (206) 826-4900 x 1571www.avalara.com

Avalara helps businesses achieve compliance with sales tax, excise tax, VAT and other transactional tax requirements. Our platform manages complicated and burdensome tax compliance obligations imposed by state, local, and other taxing authorities in the United States and internationally.

Duffy & Duffy Cost Segregation Services, Inc. Craig [email protected](440) 670-1941 www.costsegexperts.com

Duffy + Duffy Cost Segregation Services has been providing engineering-based cost segregation studies to commercial building owners nationwide since 2002. Our team of CPAs and construction engineers use IRS guidelines to classify building costs into shorter depreciable life categories for income tax purposes, maximizing tax write-offs and improving cash flow for building owners.

Ohio History ConnectionDonations to the Ohio History Fund on the state tax return support history projects in local communities that invest in Ohio’s economy. The funds generated through the Ohio History Connection’s “tax check-off” are made available through the Ohio History Fund, a competitive matching grants program that supports the preservation and sharing of Ohio’s heritage.

Paychex , Inc. www.paychex.com Paychex, Inc. is a leading provider of payroll, human resource, and benefits outsourcing solutions for small- to medium–sized businesses. The company offers comprehensive payroll services, including payroll processing, payroll tax administration, time and attendance solutions, and employee pay services, including direct deposit, checksigning, and Readychex©.

Premier Social Security Consulting, LLC Marc Kiner [email protected] | (513) 351-5707www.mypremierplan.com

At Premier Social Security Consulting, our mission is to empower people to take control and maximize their Social Security benefits. Studies show more than 90% of all recipients leave money on the table as they are unaware of the options. Premier also educates advisors nationwide increasing their value to clients.

RCG Tax Partners Ron Antal, CPA, MST | [email protected] (330) 689-1778 x 225Marla Schleider [email protected] (330) 689-1778 x 224www.rcg-inc.com

RCG is a niche tax consulting firm specializing in R&D tax credits and building cost segregation studies. We provide high quality, audit-ready, documentation and support for the federal and state R&D Tax Credits claimed by our clients. We don’t just calculate R&D tax credits. We document and defend our calculations so our clients maximize and sustain the R&D credits they deserve.

TekCollect Diane [email protected] | (614) 736-1606www.tekcollect.com

TekCollect is the nation’s leading provider of cash flow management systems. We offer a web-based program designed to reduce the internal efforts required to collect delinquent accounts and maximize your recovery ratios.

TekCollect programs include verbal and written contacts, national credit reporting, skip tracing, and even litigation when necessary. To learn more about TekCollect, call them today at (888) 292-3530 or visit www.tekcollect.com.

Exhibitors in detailTheOur exhibitors offer a variety of business services and solutions to address your business challenges. Take some time during the show to visit with them and find out how they can meet your needs.

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GENERAL SESSION 1. Federal Tax Reform Panel

Congressman Jim Renacci, CPA, Congressman Pat Tiberi and Congressman Tim Ryan

Oct. Day 1

Are You Ready for Municipal Income Tax Uniformity?Scott Gill, CPA, MT, tax associate, City of Grandview Heights, and Thomas M. Zaino, JD, CPA, founder and managing member, Zaino Hall & Farrin LLC• Discuss the law’s major provisions. • Discover changes adopted under Ohio’s latest budget bill and review various proposed model ordinances.• Explore new affidavits that might save you time and money.

3. Affordable Care ActLori Maite, executive director, affordable care act / indirect tax services, EY• Explore timely considerations surrounding the ACA. • Discuss excise tax implications, upcoming tax compliance and reporting provisions and the Cadillac tax implications. • Learn to execute a comprehensive strategy and approach.

4. Taxable Sales of Flow–Thru Entity BusinessGary Zwick, CPA, JD, LLM, partner, Walter/Haverfield LLP• Explore ways to reduce tax through purchase price, deferral techniques, converting to capital gains or vice versa.• Discover ways to reduce taxes at the owner level.• Discuss issues with 338(h)(10) and 336(e).

5. 2016 Tax Season Do’s & Don’ts Laura Pistro, CPA, tax senior manager-private wealth and Sarah Wilcox, senior manager, global employer services, Deloitte Tax LLP • Discuss the increased complexity of tax returns. • Examine changes to the 2015 Individual Federal and Ohio income tax returns. • Prepare for tax and filing season.

6. Data/Cyber Security Risk Management IssuesChris Kakish, senior client manager, executive risk with Oswald Companies• Understand the potential impact of the Cloud.• Learn what to watch for when moving your applications. • Discuss electronic data fraud and risk management.

7. Ohio Tax UpdateDave Adler, firm director, Deloitte Tax LLP, and Debora Smith, administrator, and Steven Russell, tax auditor agent and manager, audit division, Ohio Department of Taxation• Explore developing topics in state taxation, from individuals to pass-through entities to corporate taxpayers.• Examine issues confronting small and middle-market companies.• Minimize tax liability and negotiate compliance.

8. Legislative UpdateScott Wiley, CAE, president & CEO, and Gregory Saul, Esq, director of tax policy, The Ohio Society of CPAs• Discuss the latest developments in state tax reform. • Explore recent Ohio Supreme court cases impacting your organization or clients.• Find out which hot issues in Washington could impact Ohio businesses.

9. Divorce & Estate PlanningMissia Vaselaney, JD, CPA (Inactive), attorney, Taft, Stettinius & Hollister LLP• Review case law for divorce and estate planning. • Discuss how a trust can be used in place of a prenuptial. • Discover how trusts can be used in a cooperative divorce setting to minimize taxes.

10. Current Rules & Developments for Charitable DonationsScott E. Swartz, JD, LL.M., counsel, Wellspring Financial Advisors• Examine court cases, regulations and rulings affecting tax deductions for donations to charity. • Explore the differences between establishing private foundations vs. using donor advised funds.• Review tax planning and reporting for charitable remainder trusts.

11. Ethics in Tax Practice: Ohio (1 p.m. – 3:45 p.m.) Mark Patrick, CPA, partner, Packer Thomas• Recognize ethical standards that apply to tax practice in Ohio.• Learn the value of a quality control system as a tool to assure ethical tax practice.• Explore sources of authority for ethical standards.

12. New Issues for 2015 Tax Returns: Ohio Pass- Through Entity Tax and Ohio Personal Income Tax UpdateStephen K. Hall, JD, LLM, member, Zaino Hall & Farrin LLC; Debora Smith, administrator, and Matt Dodovich, legal counsel, Ohio Department of Taxation• Discuss the new flat 3% tax on certain business income.• Examine the Ohio Small Business Deduction and Ohio PTE “related member” adjustments.• Explore Ohio’s bright-line residency law change.

13. Tax Collection AlternativesVince Nardone, J.D., LLM, managing partner, Nardone Law Group LLC• Explore various IRS collection alternatives impacting financially distressed businesses and individuals.• Discuss offers in compromise, installment agreements, discharging taxes in bankruptcy, and other collection alternatives. • Consider how tax liabilities impact business and individual clients.

14. BWC Updates and Prospective Billing OverviewMark Clendenin, NE Ohio Regional Business Development Manager, Ohio Bureau of Workers’ Compensation• Get answers to your questions about the BWC’s transition to a prospective billing system.• Discuss transition timelines and deadlines.• Examine rating plans plus grant and discount opportunities.

• Listen as three leaders in the tax reform movement discuss challenges and possibilities.• Understand the pressing topics in Washington D.C.

Track 1 Track 2 Track 3 Track 4 Track 5

• Explore issues shaping the near future.

15. Charitable Tax Giving Angela Parsons, J.D., The Columbus Foundation• Discuss rumors of tax law changes affecting exempt organizations and charitable giving.• Explore the possible move towards different performance metrics.• Examine IRS activity and compliance projects.

Oct.

Track 1 Track 2 Track 3 Track 4

Lunch

Networking Break

17. The Essential Federal Tax Update for BusinessRandy Newton, CPA, president and founder of Newton Greene & Associates, PLLC• Unpack new Treasury regulations, revenue procedures, revenue rulings, notices, etc.• Take away practice aids, checklists, examples, new forms, etc.• Review court decisions affecting businessess.

18. Multi-State Tax UpdateCourtney Clark, CPA, MT, tax senior manager, Deloitte Tax, LLP and Adam L. Garn, CPA, JD, MT, attorney, Zaino Hall & Farrin LLC• Discuss the multi-state tax developments from the past year. • Review legislation from the past year and recent court decisions. • Discover new opportunities to reduce multistate tax exposure.

19. Retirement Plan Update: Pension and 401(k) OverviewRichard Naegele, JD, MA, attorney & shareholder, Wickens Herzer Panza Cook & Batista• Examine the IRS requirement that 401(k) plans must be restated prior to April 30, 2016.• Cover recent cases on fiduciary requirements to monitor plan fees, investments and changes in the IRS determination letter program.• Discuss service provider and participant fee disclosure requirements.

20. R&D Tax CreditsDenise Torrell, CPA, MT, federal senior manager, Zaino Hall and Farrin LLC• Explore the Research and Development (R&D) credit and incentive opportunities from both a federal and state perspective. • Examine practical considerations, including gathering the data, reviewing contracts and defending the positions upon audit. • Review technical issues, including the R&D credit on software and proposed Ohio legislation.

21. The Essential Federal Tax Update for IndividualsRandy Newton, CPA, president/partner and founder of Newton Greene & Associates, PLLC• Unpack Letter Rulings and Technical Advice Memoranda of interest to your clients.• Take home practice aids, checklists, examples, new forms, etc.• Review court decisions affecting individuals.

22. Ohio Small Business Tax UpdateDebora McGraw, JD, LLM, CPA, member, Zaino Hall & Farrin LLC• Examine misconceptions about the small business deduction.• Discuss the practical implications of municipal income tax reform.• Explore common audit controversies.

23. Tax Return Identity Theft: Not a Victimless CrimeFred Francis, senior accountant, Clark Schaefer Hackett & Co.• Understand different types of tax-related identity theft.• Explore real-life cases and conclusions.• Know what to do if you or your client becomes a victim.

24. International Tax for BusinessRob Whittall, ACA, owner, Dyke Yaxley• Explore legislative changes that may affect owner-managed businesses operating overseas. • Learn how Form W-8BEN-E may impact dealings with overseas suppliers. • Examine how foreign jurisdictions treat LLCs when forming joint ventures in the U.S.

25. Navigating Ohio’s Audit ProcessJohn Trippier, Jr., director of multistate taxation and Jennifer Turner, tax analyst, Zaino Hall & Farrin LLC• Review the procedures, forms, letters, agreements and workpapers used by the Ohio Department of Taxation.• Discover tips for dealing with auditors and avoiding audit problems.• Learn best practices to streamline the audit process.

26. Real Estate Tax Azra Nakicevic, CPA, tax senior manager and Ashley Matthews, CPA, tax manager, Deloitte Tax LLP• Explore income tax issues surrounding rental real estate.• Examine the tax implications of real estate development partnerships and their individual owners.• Review the latest changes in case law.

27. The Do’s and Don’ts of Non-Qualified Deferred Compensation PlansThomas Sigmund, JD, director, Kegler Brown Hill & Ritter Co LPA• Discuss how non-qualified deferred compensation plans can be used to creatively compensate the key executives of a business.• Avoid running afoul of section 409A of the Internal Revenue Code.• Explore key ERISA consideration.

28. International Tax for IndividualsRob Whittall, ACA, owner, Dyke Yaxley• Examine the latest updates with respect to FBAR and Form 8938. • Consider how the U.S. treats various overseas investments.• Explore how the Check-The-Box election can be used with pre-immigration planning.

REGISTRATION AND CONTINENTAL BREAKFAST 8:15–8:45 a.m.Dec. 8 - ScheduleDay 2

Networking Break

Lunch

Networking Break

9:00-10:15 a.m.

10:15-10:30 a.m.

10:30-1:45 a.m.

11:45 a.m.-1:00 p.m.

1:00-2:15 p.m.

2:15-2:30 p.m.

2:30-3:45 p.m.

REGISTRATION AND CONTINENTAL BREAKFAST 8:00-9:00 a.m.Dec. 7 - Schedule

• Discuss whether or not the U.S. still has the strength to lead.• Examine the signs of slowdown in the U.S. and China and discuss the outlook ahead.

GENERAL SESSION 16. Tired TitansTom Orchard, senior vice president of UBS Wealth Management and senior portfolio manager in the UBS Portfolio Management Program

• Break down what’s working, what’s not, and what you need to do to protect yourself for the years ahead.

Networking Break

9:00-10:15 a.m.

10:15-10:30 a.m.

10:30–11:45 a.m.

11:45 a.m. – 12:45 p.m

12:45 – 2:00 p.m

2:00-2:10 p.m.

2:10– 3:35 p.m

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DAY 1

9:00 a.m. – 10:15 a.m.¨ 1. Federal Tax Reform Panel

10:30 a.m. – 11:45 a.m¨ 2. Are You Ready for Municipal Income Tax Uniformity?¨ 3. Affordable Care Act¨ 4. Taxable Sales of Flow-Thru Entity Business¨ 5. 2016 Tax Season Do’s and Don’ts¨ 6. Data/Cyber Security Risk Mangaement Issues

1:00 p.m. – 2:15 p.m.¨ 7. Ohio Tax Update¨ 8. Legislative Update¨ 9. Divorce & Estate Planning In Ohio¨ 10. Current Rules and Developments for Charitable Donations¨ 11. Identity Theft and Other Tax Scams (1 p.m. – 3:45 p.m.)

2:30 p.m. – 3:45 p.m.¨ 12. New Issues for 2015 Tax Returns: Ohio Pass-Through Entity Tax and Ohio Personal Income Tax Update¨ 13. Tax Collection Alternatives¨ 14. BWC Updates and Prospective Billing Overview¨ 15. Charitable Tax Giving

DAY 2

9:00 a.m. – 10:15 a.m.

¨ 16. Tired Titans

10:30 a.m. – 11:45 a.m.¨ 17. The Essential Federal Tax Update for Business¨ 18. Multi-State Tax Update¨ 19. Retirement Plan Update: Pension and 401(k) Overview¨ 20. R&D Tax Credits

12:45 p.m. – 2:00 p.m.¨ 21. The Essential Federal Tax Update For Individuals¨ 22. Ohio Small Business Tax Update¨ 23. Tax Return Identity Theft: Not a Victimless Crime¨ 24. International Tax for Business

2:10 p.m. – 3:35 p.m. ¨ 25. Navigating Ohio’s Audit Process¨ 26. Real Estate Tax ¨ 27. The Do’s and Don’ts of Non-Qualified Deferred Compensation Plans¨ 28. International Tax for Individuals

Society ID # (found on the back cover with address) ___________________________

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Email ______________________________________________________

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City _____________________State___________Zip _________________

Phone ______________________________________________________

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Special Needs ________________________________________________Course confirmations will be sent via email.

Make check payable to: The Ohio Society of CPAs (mail)

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CONTACT INFORMATION

PAYMENT INFORMATION

Nationwide Hotel & Conference Center | Lewis Center | Dec. 7-8

All options include parking, breakfast and lunch.

BOTH DAYS: In Person: 48009, Webcast: 48011 ¨ Early member $399* ¨ Early nonmember $554* ¨ Standard member $449 ¨ Standard nonmember $604

SINGLE DAY: Dec. 7 – In Person: 48010, Dec. 8 – In Person: 48014, Webcast: 48012 Webcast: 48015 ¨ Early member $269* ¨ Early nonmember $424* ¨ Standard member $319 ¨ Standard nonmember $474

*Register before Nov. 23 to take advantage of early registration savings.

REGISTRATION FEES

OHIOMegaTaxCONFERENCEMega

conference 2015TAX

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Join some of the brightest minds in state and local taxation for a focused exploration of the changing details in tax law. Review recent legislative and legal decisions impacting state and local taxes for Ohio and multistate organizations – and get a glimpse of what is on the horizon. This is not an intro course – this is a deep discussion with expert insights on significant developments in the profession.

Getting Ready for Busy Season: A Guide to New Forms, Filing Issues and Other Critical Developments

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Getting ready for busy season involves not only knowing the new tax rules for the current year, but also understanding how the new rules apply to current-year returns. This course provides an up-to-date review of important tax form changes, new tax forms, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns for individuals, partnerships, and LLCs.

DETAILS: Date: Dec. 7-8, 2015

Time: 9:00 a.m. - 3:45 p.m.

Product ID: 48009

Credits: 16 conference/multiple area

Location: Nationwide Hotel & Conference Center100 Green Meadows Dr SLewis Center, OH 43035-8278

FEES: Early member $399*Standard member $449Early nonmember $554*Standard nonmember $604*Save $50 when you register before Nov. 23.

Register today! Visit thestore.ohiocpa.com or call your Member Service Center at (800) 686-2727.

Check out www.ohiocpa.com for conference information and updates.

PHONE (800) 686-2727

ONLINE store.ohiocpa.com MAILThe Ohio Society of CPAs535 Metro Place S. P.O. Box 1810Dublin, OH 43017-7810FAX (614) 764-7694

REGISTER TODAY!

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[ Your Customers ] [ Your Organization ] [ Your Career ]

Check out www.ohiocpa.com for conference information and updates.

REGISTER BEFORE NOV. 23 AND SAVE $50

PHONE (800) 686-2727

ONLINE store.ohiocpa.com MAILThe Ohio Society of CPAs535 Metro Place S. P.O. Box 1810Dublin, OH 43017-7810FAX (614) 764-7694

REGISTER TODAY!

Mega

Conference 2015 Dec. 7-8

TAX

www.ohiocpa.com