2012 Cleveland Tax Institute

The 55th Annual Cleveland Tax Institute

November 28 and 29, 2012 @ The Marriott at Key Center

Click here for registration information 

Click here to view the Institute brochure

Day One topics include:

  • Current Developments  
  • Washington Update  
  • Lunch Speaker:  Nina Olson, National Taxpayer Advocate 
  • Breakout Sessions:  Creative Tax Planning Ideas - Domestic Relations ( 2 sessions); Tax Aspects of Credit Relationships including FATCA or Cutting Edge Tax Technology and Research 

Day Two topics include:

  • Lame Duck and Q1 2013 Planning: Responses to Taxmageddon  
  • Current Developments in Taxation of Flow-throughs
  • Lunch Speaker:  Steven M. Dettelbach, United States Attorney, Northern District of Ohio 
  • Breakout Sessions:  Current Developments in State and Local Taxation or International Tax: Doing Business in Changing Landscapes  
  • Current Developments in Practice & Procedure  

Day One - Wednesday, November 28, 2012 

8:00 a.m.         Breakfast

8:45 a.m.        Opening Remarks
Melinda L. Reynolds
, Eaton Corp., Institute Chair

9:00 a.m.        Current Developments
Mitch Thompson
, Squire Sanders (US) LLP, Panel Chair
Erik M. Jensen, CWRU School of Law
Nancy P. Klingshirn, IRS Chief Counsel
Todd C. Lady, Taft Stettinius & Hollister LLP
Gregory M. Rosko, Deloitte Tax LLP

10:30 a.m.     Break

10:45 a.m.    Washington Update
Jeffrey H. Paravano
, BakerHostetler LLP (Washington D.C.), Panel Chair

12:15 p.m.    Luncheon - Sponsored by the Tax Club of Cleveland
Nina E. Olson
, National Taxpayer Advocate

2:00 p.m.     Breakout Sessions:
1 - Creative Tax Planning for Domestic Relations
(Note: This panel continues from 3:45 to 5:15)
Michael J. Shapiro, Michael J. Shapiro, Inc., Panel Chair
Thomas I. Hausman, Schneider, Smeltz, Ranney & LaFond
Jeanne Gordon, Weston Hurd
Marie Rady, Magistrate, Cuyahoga County Domestic Relations Division
John Davis, Davis & Company, CPAs

Tax Aspects of Creditor Relationships, including FATCA
James D. Gray
, Squire Sanders (US) LLP, Panel Chair
Jeffrey S. Levin, Squire Sanders (US) LLP (New York)
James C. Koenig, Thompson Hine LLP (Cleveland)
Candace A. Ridgway, Jones Day (Washington D.C.)

3:30 p.m.    Break

3:45 p.m.    Breakout Sessions:
1 - Creative Tax Planning for Domestic Relations (continued)  

2 - Cutting Edge Tax Technology and Research
LaVonda D. Napka, Thompson Hine LLP, Panel Chair
Kevin Skrysowski, Bloomberg Law/BNA
Mark Cooper, RIA
Terri Graham, Lexis

5:15 p.m.    Adjourn

Day Two - Thursday, November 29, 2012

8:00 a.m.     Breakfast

8:45 a.m.        Opening Remarks
Melinda L. Reynolds
, Eaton Corp., Institute Chair

9:00 a.m.        Lame Duck and Q1 2013 Planning: Responses to Taxmageddon
Matthew F. Kadish
, Kadish, Hinkel & Weibel, Panel Chair;
Ken Francis-Sable, Ernst & Young LLP
John C. Goheen, Ulmer & Berne LLP

10:30 a.m.     Break

10:45 a.m.    Current Developments in the Taxation of Flow-throughs
Don Fischbach
, Calfee, Halter & Griswold LLP, Panel Chair
Matthew Iak, U.S. Energy Development Corp.
Mike Eberhart, Hall, Kistler & Company
Grace Kim, Grant Thornton LLP
Thomas P. Freeman, Grant Thornton LLP

12:15 p.m.    Luncheon
Steven M. Dettelbach
, United States Attorney for the Northern District of Ohio

2:00 p.m.        Breakout Sessions
1 - Current Developments in State and Local Taxation

G. Les Danser, Forest City Enterprises Inc , Panel Chair;
Raymond L. Turk, PriceWaterhouseCoopers LLP
William G. Nolan, Ernst & Young LLP

2 - International Tax: "Doing Business" In Changing Landscapes
Paul M. Schmidt
, BakerHostetler LLP (Washington D.C.), Panel Chair;
Robert Bentley, Deloitte Tax LLP (Cleveland)
Michael Colborne, Thorsteinssons LLP (Canada)
Promod Batra, Deloitte Tax LLP (India Desk)
John Ryan, Matheson, Ormsby, Prentice (Ireland)
Robert Stahel, Deloitte Tax LLP (United Kingdom Desk)

3:30 p.m.    Break

3:45 p.m.    Current Developments in Practice & Procedure
Jeffry J. Erney
, BakerHostetler LLP, Panel Chair
Stephen L. Kadish, Kadish, Hinkel & Weibel
James N. Mastracchio, BakerHostetler LLP (Washington D.C.)
Douglas L. Klein, SS&G, Inc.
Michael K. Gall, BakerHostetler LLP
David L. Lewis, Krugliak, Wilkins, Griffiths & Dougherty

5:15 p.m.   Adjourn

2012 Cleveland Tax Institute Officers:
Melinda L. Reynolds, Chair, Eaton Corporation
Scott F. Frodyma, Vice Chair, Jones Day
Alexander J. Szilvas, Program Chair, Baker & Hostetler LLP
Gregory J. Gawlik, First Energy Corp., Immediate Past Chair

Publicity & Sponsorship Chair:
Jacqueline M. Perno, Ernst & Young LLP

Arrangements Chair:
Chad W. Makuch, Baker & Hostetler LLP

2012 Cleveland Tax Institute Executive Committee: 

J.Timothy Bender, Rotatori Bender Co., L.P.A.
Thomas J. Callahan, Thompson Hine LLP
Ben Cohen, Ernst & Young LLP
John D. Currivan, Jones Day
Jeffry J. Erney, Baker & Hostetler LLP
Thomas Freeman, Grant Thornton
Erik M. Jensen, CWRU School of Law
Matthew F. Kadish, Kadish, Hinkel & Weibel
James C. Koenig, Thompson Hine LLP
Jeffrey H. Paravano, Baker & Hostetler LLP
Michael J. Shapiro, Michael J. Shapiro Inc.
Christopher J. Swift, Baker & Hostetler LLP
Mitchell S. Thompson, Squire Sanders (US) LLP