62nd Annual Cleveland Tax Institute

62nd  Annual Cleveland Tax Institute
It's tax time! Mark your calendars for Cleveland's longest running tax CLE, the Cleveland Tax Institute.
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Agenda

Current Developments
Voluntary Disclosures and Foreign Accounts Update

Matthew F. Kadish, Frantz Ward, Panel Chair
(1) Partnership Update – New Audit Rules
Bruce J. Belman, JD, CPA, Las Vegas NV

 (2) General Business and Individual Update – TJCA 2017 Guidance and Planning
Marc S. Mazzella, CPA, MBA,  Cohen & Company, Youngstown, OH

 (3) Trending Issue:  Cryptocurrency – Tax and Accounting Issues
Dennis C. Murphy, Jr., CPA, CCA , Skoda Minotti, Mayfield Village, OH
Nick Ward, CBP, Skoda Minotti, Mayfield Village, OH

 (4)Practice and Procedure – Foreign Accounts; Tax Court Rules; Taxpayer First Act
Matthew F. Kadish, JD, LL.M,  Frantz Ward LLP, Cleveland Ohio
J. Scott Broome, JD,  J. S. Broome & Associates, Co., Cleveland, Ohio

 Washington Update
Jeff Paravano, BakerHostetler, Washington DC, Panel Chair
Brian Davis, BakerHostetler, Washington DC

Lunch
S
ALT and the False Claims Act – You Might Be Surprised

Breakout Sessions:

 (1) International Tax Challenges and Opportunities for Small and Mid-Sized Businesses
Allen Littman J.D., CPA, Principal, The Firm of Allen J. Littman, Cleveland, Ohio, Panel Chair           
Lisa Roelofs, J.D., Senior Manager International Tax, Plante Moran, Auburn Hills, Michigan
Robert Piwonski, CPA, International Tax Manager, Plante Moran, Clinton Township, Michigan

 (2) State & Local Taxation
Bill Nolan, Ernst & Young, Panel Chair
Edward J. Bernert, BakerHostetler
Sarah O’Leary, Chief Legal Counsel and Deputy Tax Commissioner

 Section 199A Qualified Business Income Deduction
Ed Kauntz, Singerman, Mills, Desberg & Kauntz Co., L.P.A, Panel Chair
Anna Luczkow , Buckingham, Doolittle & Burroughs, LPA
Ivan H. Golden, Hahn Loeser & Parks LLP
Laura Pizmoht, Singerman, Mills, Desberg & Kauntz Co., L.P.A.

Opportunity Zones
Alex Szilvas, BakerHostetler, Panel Chair
Christina Novotny, BakerHostetler
Lucas Witters, BakerHostetler  

 

Institute Chair:

Mario J. Fazio, Meyers Roman Friedberg & Lewis

Credits:

6.50 hours CLE
6.50 hours CPE for accountants (certificate of attendance will be provided)

Pricing:

Member:
Print Materials Only: $45
Complete Program (Electronic Materials): $225
Complete Program (Printed Materials): $245

Non Member:
Print Materials Only: $45
Complete Program (Electronic Materials): $300
Complete Program (Printed Materials): $320

Government:
Print Materials Only: $45
Complete Program (Electronic Materials): $195
Complete Program (Printed Materials): $215

New Admittees:
Print Materials Only: $45
Complete Program (Electronic Materials): $195
Complete Program (Printed Materials): $215

Affillite Member:
Print Materials Only: $45
Complete Program (Electronic Materials): $180
Complete Program (Printed Materials): $200



When
10/17/2019 8:50 AM - 10/17/2019 5:20 PM
Where
CMBA Conference Center
One Cleveland Center
1375 East Ninth Street
Cleveland, OH 44114 United States

Program


Thursday, 17 October 2019

 
10/17/2019
Participants will receive a link to download or print materials prior to the program, or may view on a mobile device at the seminar.
Time
8:30 AM - 5:15 PM
10/17/2019 8:30 AM
Time
8:30 AM - 4:45 PM
10/17/2019 8:30 AM

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Registration day of Seminar: Add $15 on-site fee




CMBA Member Non-Members Government, Non-Profit and New (<1 year) Lawyers Affiliate Members/Non-Attorneys (no CLE) Print Materials Electronic Materials


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Please mail checks to the Cleveland Metropolitan Bar Association, P.O. Box 931873, Cleveland, Ohio 44193, or fax your registration to (216) 696-2129 (all fax reservations must include credit card payment). Cancellations must be received in writing three business days prior to the program. Refunds will be charged a $15 administrative fee. Substitutions or transfers to other programs are permitted with 24 hours written notice. Transfer is to a single program and the funds may be transferred only once.) Personsneeding assistance to attend this program are asked to contact the CMBA at (216) 696-2404 at least one week before the program.