Tuesday, July 15, 2025
7:30 a.m. – 4:00 p.m.
$325 per person
Earn 8 hours of Ohio CPE credit; 6.75 hours CLE credit (approval pending)
This one-day session will cover the latest information relative to Ohio sales/use tax, commercial activity tax, personal income tax/pass-through entity tax and multistate tax issues ...and more!
Agenda
7:30 - 7:55am
Registration and Continental Breakfast
7:55am
Welcome and Introduction
Jules Jones | The University of Akron College of Business
Steve Dimengo | Managing Partner, Buckingham, Doolittle & Burroughs, LLC
Jules Jones | The University of Akron College of Business
Steve Dimengo | Managing Partner, Buckingham, Doolittle & Burroughs, LLC
8:00 - 8:50am
Multistate Tax
Jimmy Papotto | Manager, State & Local Tax, PwC
Kristen Neely | Director, State & Local Tax, PwC
Jimmy Papotto | Manager, State & Local Tax, PwC
Kristen Neely | Director, State & Local Tax, PwC
8:50 - 9:40am
Ohio Sales/Use Tax: Key Developments & Trends & What They Mean
Steve Dimengo | Managing Partner, Buckingham, Doolittle & Burroughs, LLC
Youssef Hanna | Attorney, Office of Chief Counsel, OH Dept of Taxation
Laura Stanley | Assistant Chief Counsel, OH Dept of Taxation
Steve Dimengo | Managing Partner, Buckingham, Doolittle & Burroughs, LLC
Youssef Hanna | Attorney, Office of Chief Counsel, OH Dept of Taxation
Laura Stanley | Assistant Chief Counsel, OH Dept of Taxation
9:40 - 9:50am
Networking Break
9:50 - 10:40am
Commercial Activity Tax
Richard Fry | Partner, Buckingham, Doolittle & Burroughs, LLC
Kyra Horvath | Division Counsel, OH Dept of Taxation
Richard Fry | Partner, Buckingham, Doolittle & Burroughs, LLC
Kyra Horvath | Division Counsel, OH Dept of Taxation
10:40 - 11:30am
Ohio Pass-Through Entity and Personal Income Tax Updates
Nathan Fulmer | Associate, Buckingham, Doolittle & Burroughs, LLC
Nicholas Mucci | Attorney, Office of Chief Counsel, OH Dept of Taxation
Nathan Fulmer | Associate, Buckingham, Doolittle & Burroughs, LLC
Nicholas Mucci | Attorney, Office of Chief Counsel, OH Dept of Taxation
11:30 - 12:00pm
Lunch buffet & Networking break
12:00 - 1:00pm
Luncheon Keynote Speaker – Economic & Market Update: World in Transition: Economic & Market Overview
Michael McKeown | CFA,CPA, Market Strategist, SVP, Aurum Team at Wealth Enhancement
Michael McKeown | CFA,CPA, Market Strategist, SVP, Aurum Team at Wealth Enhancement
1:00 - 1:10pm
Networking Break
1:10 - 2:00pm
Be Careful — Be It Real or Personal? Classification of Ohio Based Property and the Consequences Thereof
Steven Dimengo | Managing Partner, Buckingham, Doolittle & Burroughs, LLC
Nathan Fulmer | Associate, Buckingham, Doolittle & Burroughs, LLC
Youssef Hanna | Attorney, Office of Chief Counsel, OH Dept of Taxation
Laura Stanley | Assistant Chief Counsel, OH Dept of Taxation
Steven Dimengo | Managing Partner, Buckingham, Doolittle & Burroughs, LLC
Nathan Fulmer | Associate, Buckingham, Doolittle & Burroughs, LLC
Youssef Hanna | Attorney, Office of Chief Counsel, OH Dept of Taxation
Laura Stanley | Assistant Chief Counsel, OH Dept of Taxation
2:00 - 2:50pm
Multistate Tax Sourcing and Impact on M&A Transactions
Richard Fry | Partner, Buckingham, Doolittle & Burroughs, LLC
John Burgett | Senior Manager, State & Local Tax, Bober Markey Fedorovich
David Harris | Senior Manager, Meaden & Moore
Richard Fry | Partner, Buckingham, Doolittle & Burroughs, LLC
John Burgett | Senior Manager, State & Local Tax, Bober Markey Fedorovich
David Harris | Senior Manager, Meaden & Moore
2:50 - 3:00pm
Networking Break
3:00 - 3:50pm
Will there be a SALT secession from federal tax changes? This and other SALT developments and trends.
Fred Nicely | Senior Tax Counsel, COST
Nikki Dobay | Shareholder, GreenbergTraurig
Fred Nicely | Senior Tax Counsel, COST
Nikki Dobay | Shareholder, GreenbergTraurig
Questions about registration? Contact Jenn Venuto at jvenuto@bdblaw.com
The State & Local Tax Conference is an outreach activity of the University of Akron's Master of Taxation program. Learn more here.