National Tax Conference 2021

The George W. Daverio School of Accountancy at The University of Akron invites tax professionals and accountants to the National Tax Conference in honor of Al Lieberman (42nd annual) on Thursday, October 28, 2021. This year's conference will be offered virtually via Zoom Webinars. Though virtual, we will continue to offer the same high quality and value that we have offered in prior years. We hope you can join us for the latest updates and most critical information impacting tax professionals today.

The conference agenda opens at 7:55 a.m. with a brief welcome message and ends at 4:15 pm. It qualifies for 8.25 hours of Continuing Professional Education (CPE) credit for Ohio CPAs and 7.0 (pending) hours of Continuing Legal Education (CLE) credit for Ohio attorneys.

The conference, an outreach activity of the University of Akron's Master of Taxation program, is designed to update tax practitioners in the accounting, legal, business, and governmental sectors. Prominent tax specialists and national experts will discuss new developments, tax-saving ideas, current issues, and changes in the federal, state and local tax laws. This year's conference covers some of the most vital topics in the area of taxation.

Registration fees are $99 per attendee. The registration fee covers all conference materials. REGISTER HERE!

Contact the Daverio School of Accountancy tmeers@uakron.edu  (330-972-7588) if you have questions.

AGENDA

7:55 - 8:00
Introduction – Dr. Thomas Calderon, Professor of Accounting
8:00 - 9:00
Federal Tax Case Law Update
William M. Smith, Esq. / CBIZ
9:00 - 9:45
Tax Treatment of Transaction Expenses
Dave Groves / CliftonLrasonAllen LLP
9:45 - 10:00
Break
10:00 - 10:45
Due Diligence in M&A Transactions
Mary T. Griffin, CPA / Sikich LLP
10:45 - 11:30
Small Business Taxpayer Exemption - Traps for the Unwary
Derrick Haines, JD / Buckingham, Doolittle & Burroughs, LLC
Nathan Fulmer, JD / Buckingham, Doolittle & Burroughs, LLC
11:30 - 12:45
Lunch – Sponsored by Glenmede
  Luncheon Presentation: Climbing the Wall of Worry
  Managing Director / Glenmede
12:45 - 1:30
Selected Tax Issues for Nonprofit Organizations
Paul H. Speyer, JD, LL.M., CPA / Maloney + Novotny LLC
Chris Anderson., CPA / Maloney + Novotny LLC
1:30 - 2:15
Crypto Currency: Crash Course & Current State of Taxation
Scott J. Swain, CPA, CFA, CFP®, MT | Cohen & Company
Chad Shields, CPA | Cohen & Company
2:15 - 2:30
Break
2:30 - 3:15
Evidence of Our Humanity: Stories About Valuations of Non-Cash Charitable Donations
Avery Fontaine, Senior Vice President, Head of Philanthropy | PNC Private Bank
3:15 - 4:15
Legislative Outlook
Gregg Muresan | PwC

THANK YOU TO OUR GENEROUS SPONSORS:

2021 National Tax Sponsors