National Tax Conference 2021

The University of Akron's George W. Daverio School of Accountancy is proud to invite you to the 43rd Annual National Tax Conference in Honor of Alvin Lieberman on Thursday, November 3, 2022, 7:55 a.m. to 4:00 p.m. Check in and breakfast at 7:30 a.m. , located at Embassy Suites, 5800 Rockside Woods Boulevard, Independence, Ohio 44131. This year's conference is designed to update tax practitioners in the accounting, legal, business, and governmental sectors.

This full-day session qualifies for 8 hours of Continuing Professional Education (CPE) credit for Ohio CPAs and 6.75 hours of Continuing Legal Education (CLE) credit for Ohio attorneys - approval pending. 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.

The National Tax Conference is an outreach activity of The University's renowned Master of Taxation program.

Registration fees are $199 per attendee. The registration fee covers all conference materials. Contact The George W. Daverio School of Accountancy tmeers@uakron.edu (330-972-7588) if you have questions.

We look forward to seeing you at the conference!

AGENDA

MODERATOR Rob Malone, Partner, Buckingham, Doolittle & Burroughs LLC

7:30 - 7:55
Registration and Continental Breakfast
7:55 - 8:00
Welcome – Dr. Li Wang
8:00 - 9:00
Analyzing the Journey to Chaos:
SECA Taxes, the Limited Partner Exception, and Current IRS Disputes

Hale E. Sheppard, JD / Chamberlain, Hrdlicka, White, Williams & Aughtry
9:00 - 9:45
Top 10 Tricks to Maximize Your Deferral in a Like-Kind Exchange
Steven A. Dimengo, JD, MTax / Buckingham, Doolittle & Burroughs, LLC
9:45 - 10:00
Break
10:00 - 10:45
“F” Reorganizations
Jon A. Stefanik, JD, MTax / Buckingham, Doolittle & Burroughs, LLC
10:45 - 11:30
Income Taxation of Estates and Trusts
Jessica Tepus, CPA/ Bober Markey Fedorovich
11:30 - 12:15
Lunch – Sponsored by Glenmede
12:15 - 12:45
Luncheon Presentation: Financial Markets and the Economy
Uma Rajeshwar, CFA, CTFA, CFP® Managing Director/ Glenmede
12:45 - 1:30
Taxable Acquisitions
Kevin Wilkes, CPA/ BDO USA, LLP
1:30 - 2:15
ERTC Update
Christopher Anderson, CPA/ Maloney + Novotny
Paul Speyer, Principal / Maloney + Novotny
2:15 - 2:30
Break
2:30 - 3:15
Retirement Planning Post SECURE Act
Michael Boncher, CPA/ Cohen & Company
Scott J. Swain, CPA, CFA, CFP®/ Cohen & Company
3:15 - 4:00
Navigating Common Tax Diligence Findings
Don Stanovcak, JD / Plante Moran
Jessica Cannata, CPA/ Plante Moran