MEGA Tax Conference 2024
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December 10–11, 2024
8:30 a.m. – 4:45 p.m.  |  16 credits (TX)
  
Register now


Single day options are also available

Make earning CPE easy for your staff and register today to save!

Register 5-9 attendees = 10% Off

Register 10+ attendees = 20% Off

Ready to register your team? Call our Customer Experience team at 614.764.2727.
Have more questions? Email Tiffany Crosby, CLO, at [email protected] and we'll be happy to help!
 


 

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Get all the tax knowledge you need in a single bound! Connect with peers, build your own learning plan across 4 tracks, and hear from local and national tax leaders.

 
Unlock access to 30+ sessions, covering:
Check mark
  Federal & international tax
Check mark  State & local tax
Check mark  Tax planning strategies
Check mark  Tax essential skills
Check mark  Tax ethics





 

Meet your thought leaders

Engage with the innovative minds shaping the future of our industry. Gain expertise, insight, and inspiration to elevate your professional journey.
Nitti

Tony Nitti, CPA, MST

Principal, EY Private, Tax, National Tax Department, Ernst & Young LLP
Keynote Session:
Federal Tax Outlook 2025
 

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



 

Krebs


Dave Krebs, CPA

Chief Visionary Officer, CPA Advisory Group
Session: Project Management Best Practices: Thrill-em and Bill-em
 

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

Economic Development Director, Zaino Hall & Farrin LLC
Session: Economic Development Update for Tax Professionals
 

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

Associate Professor, Kent State University
Session: Tax Research and Individual Tax Fundamentals
 

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

Partner, Buckingham, Doolittle & Burroughs, LLC
Session: Navigating Multistate Tax Sourcing: How to avoid double taxation
 

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

Managing Partner, Buckingham, Doolittle & Burroughs, LLC
Session: Turn a Sales Tax Assessment into a Refund
 

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.

Principal - State and Local Tax at Plante Moran
Session: Multistate Tax Update
 

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

State and Local Tax Senior at Plante Moran
Session: Multistate Tax Update
 

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



 
 
December 10–11, 2024
8:30 a.m. – 4:45 p.m.  |  16 credits (TX)
  
Register now


Single day options are also available

 

 
Day 1 Agenda

December 10, 2024

Virtual

 


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
Amie Kuntz, CPA, MA
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. Thrill'em and Bill'em - Bill The Right Way
Dave Krebs, CPA
5. Top 10 Skills for Tax Professionals
Francisco Nieves
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
7. Municipal Income Tax/RITA Update
Amy Arrighi, J.D.
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
11. Closely-held Business – Ohio updates and Other State Nexus Considerations
Debora McGraw, CPA, J.D., LLM
12. Inside the Cost Segregation Power Play
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
Tim Parrish
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.
 
 
December 10–11, 2024
8:30 a.m. – 4:45 p.m.  |  16 credits (TX)
  
Register now


Single day options are also available

 

 
Day 2 Agenda

December 11, 2024

Virtual

 


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., Jonathan Olszowy
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. The Nuts and Bolts of an IRS Audit
Tommy Zaino, J.D.
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. Smart Tax Planning and Strategies – How Credits & Incentives Can Lower Your Organization’s Tax Bill
Stephen Worth, Carl Scharf
31. Cont.
 
 
December 10–11, 2024
8:30 a.m. – 4:45 p.m.  |  16 credits (TX)
  
Register now


Single day options are also available

 

You’ll be in good company with our 2024 sponsors

 

duffy + duffy hi res logo


 

Zaino Hall & Farrin


  
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Want to get in front of this audience?

We can help connect you and create brand awareness through our many sponsorship packages. For more information, email Denise Ison-Miller at [email protected] or call 614.764.2727.

Why sponsor MEGA Tax Conference?

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