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Tony Nitti, CPA, MST
Tony leads the S corporation team within the National Tax Department of EY US, with a focus on Section 1202. He works directly with business owners and CFOs on their corporate and partnership taxation issues.
Tony is a prolific writer on tax topics and is a senior contributor at Forbes, where his column has the largest following. He has also published dozens of feature articles for several prominent tax publications.
LinkedIn: tony-nitti-ab64532a
Dave Krebs, CPA
Dave Krebs is a nationally recognized author, speaker and educator on small business, taxation and practice management. We have developed systems that are the model for CPA firms around the country.
LinkedIn: davekrebscpa
Rita Williams, MBA
As the Director of Business and Economic Development at Zaino Hall & Farrin LLC, Rita assists clients with identifying, negotiating and implementing business planning opportunities and economic development incentives. With over 20 years of experience in the field, Rita has also garnered national expertise across various industries, including retail, manufacturing, supply chain, technology and utilities
LinkedIn: rita-williams-economicdevelopment
Mindy Nett, CPA
After teaching on an adjunct basis for many years, Nett joined the accounting faculty full time in 2014. She is also the faculty advisor for Beta Alpha Psi and the Accounting Association. Nett is Certified Public Accountant and a member of the Ohio Society of CPAs, the American Institute of Certified Public Accountants. Her teaching interests and experience include Tax at the graduate and undergraduate level as well as Financial Accounting and Reporting.
Rich Fry, J.D., MTax
Rich is a business tax attorney who provides clients with trusted advice concerning significant transactions, tax planning, and difficult challenges encountered in their daily operations. His practice focuses on state and local tax compliance and controversies, including Ohio and multistate sales/use tax, commercial activity tax, and personal income tax issues, and in federal income tax controversies with the Internal Revenue Service.
LinkedIn: richardfry2
Steve Dimengo – J.D., MTax, CPA
Steve is an Ohio tax attorney serving as the first call his clients make when faced with a tax challenge. The more complicated the challenge, the more he can help you and your company. This includes representing the Cincinnati Reds before the Ohio Supreme Court to exempt their purchases of bobbleheads (and other promotional items) from Ohio sales/use tax.
LinkedIn: stevendimengo
Adam Garn, CPA, J.D.
Adam is an attorney and a certified public accountant. He has more than 19 years of experience in government, public accounting, and law. He advises clients on a wide range of multistate tax issues including income and franchise, sales and use, property, business activity, and municipal income taxes. He also assists in defending clients throughout the audit process. Additionally, Adam has experience in negotiating and obtaining state and local tax incentives across the United States. Previously, Adam gained his state and local tax experience at public accounting firms and a law firm.
LinkedIn: adamlgarn
Logan Linkhart, CPA
Logan, a Tax Senior at Plante Moran, specializes in multi-state taxation, offering comprehensive guidance to clients on diverse tax matters such as income and franchise, sales and use, property, and municipal income tax.
As a first-generation college graduate, Logan achieved Magna Cum Laude honors at Ohio University, earning a Bachelor of Business Administration in Accounting, Business Analytics, and Business Pre-Law. Her involvement in the Ohio University Marching 110 and leadership role as Vice President of Philanthropy for OHIO Women in Business reflect her diverse interests and dedication beyond academics.
LinkedIn: loganlinkhart
Download the full conference agenda as a PDF
Note: This agenda will continue to evolve as we move closer to the event date. Check back for updates.
Time | Federal Tax | State & Local Tax | Tax Planning Strategies | Tax Essentials |
---|---|---|---|---|
8:30 a.m. - 9:45 a.m. | Keynote 1. Federal Tax Outlook 2025 Tony Nitti |
Keynote 1. Cont. |
Keynote 1. Cont. |
Keynote 1. Cont. |
9:45 a.m. - 9:55 a.m. | Conference Break | Conference Break | Conference Break | Conference Break |
9:55 a.m. - 10:45 a.m. | 2. Securities Compliance Molly Brown |
3. Hiring Remote and Mobile Workers: Challenges and Best Practices Sara Goldhardt, CPA |
4. Project Management Best Practices: Thrill-em and Bill-em Dave Krebs, CPA |
5. Tax Analytics |
10:45 a.m. - 11:00 a.m. | Conference Break | Conference Break | Conference Break | Conference Break |
11:00 a.m. - 12:15 p.m. | 6. Federal Tax Credit Update Jonathan Forman, CPA |
7. Municipal Income Tax/RITA Update Amy Arrighi, CPA |
7. Turn a Sales Tax Assessment into a Refund Steve Dimengo, CPA, J.D. |
9. Business Tax Fundamentals Scott Fraker, CPA |
12:15 p.m. - 1:00 p.m. | Lunch | Lunch | Lunch | Lunch |
1:00 p.m. - 1:50 p.m. | 10. Global / International Tax Update Ian Brander, CPA |
11. Mergers & Acquisitions and Liquidity Considerations Debora McGraw, CPA, J.D., LLM |
12. Cost Segregation Craig Miller, CPA, CGMA, CCSP |
13. Tax Research Mindy Nett, CPA |
1:50 p.m. - 2:00 p.m. | Conference Break | Conference Break | Conference Break | Conference Break |
2:00 p.m. - 3:15 p.m. | 14. IRS Update Nichelle Gray |
15. Economic Development News for Tax Professionals Rita Williams, MBA |
15. Cont. | 16. Individual Tax Fundamentals Mindy Nett, CPA |
3:15 p.m. - 3:30 p.m. | Conference Break | Conference Break | Conference Break | Conference Break |
3:30 p.m. - 4:45 p.m. | 17. 2024 State of the Tax Professionals Benjamin Vickers, Tracy Zach, Joe Farina, Kara Prichard |
17. Cont. | 17. Cont. | 17. Cont. |
Download the full conference agenda as a PDF
Note: This agenda will continue to evolve as we move closer to the event date. Check back for updates.
Time | Federal Tax | State & Local Tax | Tax Planning Strategies | Tax Operations & Risk Management |
---|---|---|---|---|
8:30 a.m. - 9:45 a.m. | Keynote 18. Ohio Legislative Update Greg Saul, Adam Garn, Jess Morgan, Sara Goldhardt |
Keynote 18. Cont. |
Keynote 18. Cont. |
Keynote 18. Cont. |
9:45 a.m. - 9:55 a.m. | Conference Break | Conference Break | Conference Break | Conference Break |
9:55 a.m. - 10:45 a.m. | 19. Ohio Department of Tax Update Matt Dodovich, J.D., Sarah O'Leary, J.D. |
19. Cont. | 19. Cont. | 19. Cont. |
10:45 a.m. - 11:00 a.m. | Conference Break | Conference Break | Conference Break | Conference Break |
11:00 a.m. - 12:15 p.m. | 20. COST Update Aziza Farooki, Fred Nicely, MBA, J.D. |
20. Cont. | 21. Navigating Multistate Tax Sourcing: How to avoid double taxation Rich Fry, J.D. |
22. Tax Operations and Risk Management |
12:15 p.m. - 1:00 p.m. | Lunch | Lunch | Lunch | Lunch |
1:00 p.m. - 1:50 p.m. | 23. Social Security & Retirement Update Theresa Busher, Kelly Draggoo |
24. Multistate Tax Update Adam Garn, CPA, J.D., Logan Linkhart, CPA |
25. Tax Technology with AI | 25. Cont. |
1:50 p.m. - 2:00 p.m. | Conference Break | Conference Break | Conference Break | Conference Break |
2:00 p.m. - 3:15 p.m. | 26. Medicare Update Theresa Busher, Kelly Draggoo |
27. Sales and Use Tax Update Jeff Monsman, J.D. |
28. Estate, Trust Planning, Elder Law Erin Eurenius - CPA, Esq., MBA, CELA |
29. The Ethical Business Case for Data Security: Key Business Risks and Opportunities for Tax Preparers David Myers, JD |
3:15 p.m. - 3:30 p.m. | Conference Break | Conference Break | Conference Break | Conference Break |
3:30 p.m. - 4:45 p.m. | 30. Taxation of Marijuana Justin Breidenbach, CPA, CFE |
30. Cont. | 31. Invest In Your Financial Success with Smart Tax Planning Stephen Worth, Carl Scharf |
31. Cont. |
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