2014 Cleveland Tax Institute

The 57th Annual Cleveland Tax Institute - 13.00 hours CLE

December 3 and 4, 2014

Cleveland Metropolitan Bar Association, 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 
  • Ohio and Multistate State and Local Tax Developments 
  • International Tax 
  • Taxation of Partnerships and Flow Through Entities  
  • Changes to Circular 230, IRS Practice and Procedure and Tax Controversy Update 
  • Corporate Tax Update 
  • Update on Employee Benefits, Executive Compensation and the Affordable Care Act 
  • Tax Accounting for Lawyers 
  • Closely Held Business Tax Planning 
8:15 a.m. Registration & Breakfast

8:45 a.m.      Opening Remarks
Alexander J. Szilvas
, Institute Chair, BakerHostetler LLP

9:00 a.m.      Current Developments
Mitch Thompson
, Squire Patton Boggs (US) LLP, Panel Chair
Thomas J. Callahan, Thompson Hine LLP
Alexios Hadji, Squire Patton Boggs (US) LLP
Erik M. Jensen, Case Law School
Nancy A. Klingshirn, IRS

10:30 a.m.     Break

10:45 a.m.      Washington Update
Jeffrey H. Paravano
, BakerHostetler LLP, Panel Chair
Paul M. Schmidt, BakerHostetler LLP

12:15 p.m.     Lunch

1:15 p.m.      CLE Presentation – 30 minutes
Jason Smyczek
, Senior Technical Reviewer, Branch 4, Office of Associate Chief Counsel (International)

2:00 p.m.      Breakout Sessions:

1.     Ohio and Multistate State and Local Tax Developments
Christopher J. Swift
, BakerHostetler LLP, Panel Chair
Ted Bernert, BakerHostetler LLP
Matthew Chaifin, Ohio Department of Taxation
James Manley, PwC
William G. Nolan, Ernst & Young

2.     International Tax and Related Issues
Melinda Reynolds
, Eaton Corporation, Panel Chair
John Bates, BakerHostetler LLP
Rob Bentley, Deloitte
James C. Koenig, Thompson Hine LLP
Todd C. Lady, Taft Stettinius & Hollister LLP

3:30 p.m.      Break

3:45 p.m.      Taxation of Partnerships and Flow Through Entities
J. Troy Terakedis
, Jones Day, Panel Chair
Thomas I. Hausman, Schneider, Smeltz, Ranney & LaFond
Kim Palmer, Cohen & Company
Frederick N. Widen, Ulmer & Berne LLP

5:15 p.m.      Adjourn
8:15 a.m. Breakfast

9:00 a.m.      Changes to Circular 230, IRS Practice and Procedure and Tax Controversy Update
J. Timothy Bender
, Bender, Alexander & Broome, Panel Chair
J. Scott Broome, Bender, Alexander & Broome
Jeffry J. Erney, BakerHostetler LLP
Michelle M. Hervey, BakerHostetler LLP

10:30 a.m.      Break

10:45 a.m.     Corporate Tax Update
Michael K. Gall
, Calfee, Halter & Griswold LLP, Panel Chair
John R. Lehrer, BakerHostetler LLP
Salvatore J. Totino, Calfee, Halter & Griswold LLP
Robert Velotta, Cohen Fund Audit Services

12:15 p.m.      Lunch

1:15 p.m.      CLE Presentation - 30 minutes
Tracey Nichols
, Director of Economic Development for the City of Cleveland

2:00 p.m.      Breakout Sessions:
1.     Update on Employee Benefits, Executive Compensation and the Affordable Care Act
Raymond M. Malone
, BakerHostetler LLP, Panel Chair
Deborah K. Bracy, Charles Schwab & Co., Inc.
Susan Whittaker Hughes, Baker Hostetler LLP
Jennifer A. Mills, BakerHostetler LLP

2.     Tax Accounting for Lawyers
Gregory Rosko, PwC, Panel Chair
Joseph E. Bacon, Grant Thornton LLP
Jimmy A. Forbes, Skoda Minotti

3:30 p.m.      Break

3:45 p.m.      Closely Held Business Tax Planning
Matthew F. Kadish
, Kadish, Hinkel & Weibel, Panel Chair
James G. Dickinson, Cavitch, Familo & Durkin Co., LPA
Edmund G. Kauntz, Singerman, Mills, Desberg & Kauntz
Tracy Munroe, Cohen & Company

5:15 p.m.      Adjourn

2014 Cleveland Tax Institute Officers:

Alexander J. Szilvas, Chair, BakerHostetler LLP
Peter A. Igel, Vice Chair, Tucker Ellis LLP
David R. Tavolier, Program Chair, Taft Stettinius & Hollister LLP
Scott F. Frodyma, Jones Day, Immediate Past Chair

Publicity & Sponsorship Chair:
Kevin Tabor, Thompson Hine LLP 

Outlines Co-Chair:
Alexios Hadji, Squire Patton Boggs (US) LLP
Lucas Witters, BakerHostetler LLP 

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

2014 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, Eaton Corporation
Christopher J. Swift, BakerHostetler LLP
Mitchell S. Thompson, Squire Patton Boggs (US) LLP

2014 Cleveland Tax Institute Panel Chairs:
J.Timothy Bender, Rotatori Bender Co., L.P.A.
J. Troy Terakedis, Jones Day
Matthew F. Kadish, Kadish, Hinkel & Weibel
Raymond M. Malone, BakerHostetler LLP
Melinda Reynolds, Eaton Corporation
Jeffrey H. Paravano, BakerHostetler LLP
Michael K. Gall, Calfee Halter & Griswold LLP
Christopher J. Swift, BakerHostetler LLP
Mitchell S. Thompson, Squire Patton Boggs (US) LLP
Gregory Rosko, PwC