Home About Us Undergraduate Graduate Faculty K-12 News & Events Outcomes Contact Us
National Tax Conference 2024

The University of Akron's George W. Daverio School of Accountancy is proud to invite you to the 45th Annual National Tax Conference in Honor of Alvin Lieberman on Thursday, November 7, 2024, 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 covers some of the most vital topics in the area of taxation.

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!

The University of Akron – National Tax Conference

Embassy Suites: Independence, Ohio

November 7, 2024 Program Schedule

7:30 - 7:55
Registration and Continental Breakfast
7:55 - 8:00
Welcome Jules Jones, JD, CPA, MTax / The University of Akron
8:00 - 9:00
Federal Case Law Update – Impact of Recent Tax Decisions
Mark Baran, Managing Director, National Tax Office | CBIZ
9:00 - 9:45
Employee Retention Tax Credits
Richard Fry, Partner / Buckingham, Doolittle & Burroughs, LLC
9:45 - 10:00
Break
10:00 - 10:45
Handling Situations Where the Tax Man Cometh
Carol A. Szczepanik Esq. / Attorney at Law
10:45 - 11:30
Structuring for Foreign Investment into the US
James Kaptur, Senior Manager, Tax / Cohen & Co
11:30 - 12:15
Lunch – Sponsored by Glenmede
12:15 - 12:45
Luncheon Presentation: From Polls to Policy: The Markets and Economy in an Election Year
Jason D. Pride, CFA, Chief of Investment Strategy & Research / Glenmede
12:45 - 1:30
Connelly V. United States and the Implications for Privately Owned Businesses
Robert Nemeth, Partner / Eide Bailly, LLP
1:30 - 2:15
Estate Planning Overtones of TCJA Sunset
Roy A. Krall, Sahreholder | Cavitch Familo & Durkin
2:15 - 2:30
Break
2:30 - 3:15
Valuation Adjustments for Lack of Control and Lack of Marketability: An Overview and Summary of Current Issues
Ron DiMattia / President, Corporate Value Partners, Inc.
3:15 - 4:00
Maximizing Tax Technology and Data Strategies
Tom Koster / Managing Director, Tax Automation & Innovation | BDO USA

Through the Years