2015 Cleveland Tax Institute

The 58th Annual Cleveland Tax Institute - 13.00 hours CLE

December 2 and 3, 2015

CMBA Conference Center, One Cleveland Center, 1375 East Ninth Street, Cleveland, Ohio  44114

 

Click here for registration information.  

Click here to download the brochure.

Topics include:

  • Current Developments 
  • Washington Update 
  • Taxation of Partnerships Pass-Throughs 
  • Ohio and Multistate State and Local Tax Developments (Breakout Session
  • International Tax (Breakout Session) 
  • Tax Controversy Update for Federal Research Credit, Captive Insurance Programs and Other Miscellaneous Areas  
  • Tax Issues in Bankruptcy, Insolvency and Workouts  
  • Corporate Tax Developments and Select Topics (Breakout Session)  
  • Back to the Future: the Evolution of Tax Practice (Breakout Session)  
  • Tax Credits and Incentives (Breakout Session)  
  • Executive Compensation & Employee Benefits (Breakout Session) 

8:15 a.m.     Registration and Breakfast

8:45 a.m.     Opening Remarks
Peter A. Igel,
Tucker Ellis LLP, Chair

9:00 a.m.     Current Developments
Mitch Thompson,
Squire Patton Boggs (US) LLP, Panel Chair
Thomas J. Callahan, Thompson Hine LLP
Alexios S. Hadji, Squire Patton Boggs (US) LLP
Erik M. Jensen, CWRU School of Law
Nancy P. Klingshirn, Associate Area Counsel (SB/SE), IRS
Susan E. Morgenstern, Local Taxpayer Advocate IRS

10:45 a.m.     Break

11:00 a.m.     Washington Update
Jeffrey H. Paravano
, BakerHostetler LLP, Panel Chair
John Lehrer, BakerHostetler LLP
Tom West, Treasury Tax Legislative Counsel

12:15 p.m.     Lunch (included with program)

1:15 p.m.     A View from the Bench (.50 CLE)
Hon. Ronald L. Buch,
U.S. Tax Court

1:45 p.m.     Break

2:00 p.m.     Taxation of Partnerships and Pass-Throughs
Thomas I. Hausman, The Law Office of Thomas I. Hausman, LLC, Panel Chair
Howard Kass, CPA, Zinner & Co.
Paul Speyer, Maloney & Novotny

3:30 p.m.     Break

3:45 p.m.     Breakout Sessions
Ohio and Multistate State and Local Tax Developments (Breakout Session)
Christopher J. Swift,
Baker Hostetler LLP, Panel Chair
Ted Bernert, BakerHostetler LLP
Matthew H. Chafin, Ohio Department of Taxation
James Manley, PwC
William G. Nolan, Ernst & Young

International Tax
Melinda L. Reynolds
, A. Schulman, Inc., Panel Chair
Mitch Thompson, Squire Patton Boggs (US) LLP
Todd C. Lady, Taft Stettinius & Hollister LLP
John D. Bates, BakerHostetler LLP

5:15 p.m.     Adjourn

8:15 a.m.     Registration & Breakfast

8:45 a.m.     Opening Remarks
Peter A. Igel,
Tucker Ellis LLP, Chair

9:00 a.m.     Tax Controversy Update for Federal Research Credit, Captive Insurance Programs and Other Miscellaneous Areas
Jeffry J. Erney,
BakerHostetler LLP, Panel Chair
Michael A.Krajcer, Tax Credits Group, LLC
Bethany Jones-Worner, Tax Credits Group, LLC
J. Scott Broome, Bender, Alexander & Broome Co, LPA

10:30 a.m.     Break

10:45 a.m.     Tax Issues in Bankruptcy, Insolvency and Workouts
Candace Ridgway
, Jones Day, Panel Chair
Derek Krozek, Deloitte Tax
Richard McManus, PricewaterhouseCoopers, LLP

12:15 p.m.     Lunch

1:15 p.m.     Preparing for the 2016 GOP Convention (.50 CLE)
Chris McNulty,
Director of Community and Political Affairs for the 2016 Convention

1:45 p.m.      Break

2:00 p.m.     Breakout Sessions
Corporate Tax Developments and Select Topics

Michael Gall, Calfee, Halter & Griswold LLP, Panel Chair
Giovanni DiCenso, Deloitte Tax LLP
Ashley Price, Deloitte Tax LLP
Kristen DeMoulpied, Deloitte Tax LLP
Sam Totino, Calfee, Halter & Griswold LLP

Back to the Future: the Evolution of Tax Practice
Matthew F. Kadish
, Kadish, Hinkel & Weibel, Panel Chair
Stephen L. Kadish, Kadish, Hinkel & Weibel
James P. Sacher, CPA, Skoda Minotti

3:30 p.m.     Break

3:45 p.m.     Breakout Session
Tax Credits and Incentives (Breakout Session)
Nathan Ware,
BakerHostetler LLP, Panel Chair
Edmund G. Kauntz, Singerman, Mills, Desberg & Kauntz Co., L.P.A.
Daniel I. Bergrin, GlobalX
Ryan Sommers, Project Management Consultants
Betsy Figgie, Your CFO Resource

Executive Compensation & Employee Benefits (Breakout Session)
Michael G. Meissner
, Squire Patton Boggs (US) LLP, Panel Chair
Robert A. Miller, Calfee, Halter & Griswold LLP
Raymond M. Malone, BakerHostetler LLP
Ann M. Caresani, Tucker Ellis LLP

5:15 p.m.      Adjourn

2015 Cleveland Tax Institute Officers:

Peter A. Igel, Chair, Tucker Ellis LLP
David R. Tavolier, Vice Chair, Taft Stettinius & Hollister LLP
Edmund G. Kauntz, Program Chair, Singerman Mills Desberg & Kauntz
Alexander J. Szilvas, BakerHostetler LLP, Immediate Past Chair

Publicity & Sponsorship Chair:
Kevin Tabor, Thompson Hine LLP 

Outlines Committee:
Lucas Witters, BakerHostetler LLP, Chair
Matthew A. Secrist, Squire Patton Boggs (US) LLP, Vice Chair 

Arrangements Chair:
Salvatore J. Totino, Calfee Halter & Griswold LLP 

 

2015 Cleveland Tax Institute Executive Committee

J.Timothy Bender, Rotatori Bender Co., L.P.A.
Thomas J. Callahan, Thompson Hine LLP
Jeffrey J. Erney, BakerHostetler LLP
Greg Gawlik, FirstEnergy Corporation
Erik M. Jensen, Case Western Reserve University
Matthew F. Kadish, Kadish, Hinkel & Weibel
James Koenig, Thompson Hine LLP
Jeffrey H. Paravano, BakerHostetler LLP
Melinda Reynolds, A. Schulman Inc.
Christopher J. Swift, BakerHostetler LLP
Mitch Thompson, Squire Patton Boggs (US) LLP

 

2015 Cleveland Tax Institute Panel Chairs: 

Mitch Thompson, Squire Patton Boggs (US) LLP
Jeffrey H. Paravano, BakerHostetler LLP
Thomas I. Hausman, The Law Office of Thomas I. Hausman, LLC
Christopher J. Swift, Baker Hostetler LLP
Melinda L. Reynolds, A. Schulman, Inc.
Jeffry J. Erney, BakerHostetler LLP
Candace Ridgway, Jones Day
Michael Gall, Calfee, Halter & Griswold LLP
Matthew F. Kadish, Kadish, Hinkel & Weibel
Nathan Ware, BakerHostetler LLP
Michael G. Meissner, Squire Patton Boggs (US) LLP