MEGA Tax is one of the only places to get updates on how the ever-evolving tax landscape affects individuals and businesses in Ohio, as well as at the federal level. Hear from tax leaders and connect with peers to create a comprehensive plan for this coming tax season.
This is a customizable conference—build your own unique learning path across 4 tracks on both days, including:
- Federal Tax
- State & Local Tax
- Planning Strategies
- Tax Essential Skills (perfect for tax professional fresh in their career)
And you know what they say—the larger the group, the bigger the discount!
- 5-9 attendees = 10% off
- 10+ attendees = 20% off
Call Member Services at 614.764.2727 to register your group.
Agenda
10Dec
1. Keynote - Federal Tax Outlook 2025
CPE: 1.5 TX
2. Securities Compliance
CPE: 1 TX
3. Hiring Remote and Mobile Workers: Challenges and Best Practices
CPE: 1 TX
4. Project Management Best Practices: Thrill'em and Bill'em
CPE: 1 TX
5. Top 10 Skills for Tax Professionals
CPE: 1 TX
6. Federal Tax Credit Update
CPE: 1.5 TX
7. Municipal Income Tax / RITA Update
CPE: 1.5 TX
8. Turn a Sales Tax Assessment into a Refund
CPE: 1.5 TX
9. Business Tax Fundamentals
CPE: 1.5 TX
10. Global / International Tax Update
CPE: 1 TX
11. Ohio Pass Through Entities and Nexus Changes
CPE: 1 TX
12. Inside the Cost Segregation Power Play
CPE: 1 TX
13. Tax Research
CPE: 1 TX
14. IRS Update
CPE: 1.5 TX
15. Economic Development Updates for Tax Professionals
CPE: 1.5 TX
16. Individual Tax Fundamentals
CPE: 1.5 TX
17. 2024 State of the Tax Professionals
CPE: 1.5 TX
Agenda
10Dec
1. Keynote - Federal Tax Outlook 2025
CPE: 1.5 TX 8:30 AM - 9:45 AMSpeaker: Anthony Nitti
- Consider the next changes in federal tax policy
- Prepare for new rules coming into effect in 2025
- Appraise the necessary steps going forward with tax changes on the horizon
2. Securities Compliance
CPE: 1 TX 9:55 AM - 10:45 AMSpeaker: Molly Brown
- Understand the key regulations governing securities transactions and disclosures.
- Identify common compliance pitfalls in securities reporting and how to avoid them.
- Learn the steps to ensure proper securities compliance for different types of transactions.
3. Hiring Remote and Mobile Workers: Challenges and Best Practices
CPE: 1 TX 9:55 AM - 10:45 AMSpeaker: Sara Goldhardt
- Understand the employment tax obligations for remote and mobile workers
- Awareness of the impact of remote and mobile workers on corporate income tax nexus
- Identify practical approaches to managing remote employees.
4. Project Management Best Practices: Thrill'em and Bill'em
CPE: 1 TX 9:55 AM - 10:45 AMSpeaker: David Krebs
- Understand the role of data analytics in improving tax decision-making.
- Learn how to leverage tax analytics tools to identify opportunities and risks.
- Explore methods for integrating tax analytics into ongoing compliance and reporting processes.
5. Top 10 Skills for Tax Professionals
CPE: 1 TX 9:55 AM - 10:45 AMSpeaker: Francisco Nieves
- Identify recent changes and updates to federal tax credits impacting businesses.
- Understand eligibility requirements for various federal tax credits.
- Learn strategies to maximize the benefit of available federal tax credits.
6. Federal Tax Credit Update
CPE: 1.5 TX 11:00 AM - 12:15 PMSpeaker: Jonathan Forman
- Understand recent changes in municipal income tax laws and RITA regulations.
- Learn how to ensure compliance with current municipal tax filing requirements.
- Identify best practices for managing municipal income tax audits and disputes.
7. Municipal Income Tax / RITA Update
CPE: 1.5 TX 11:00 AM - 12:15 PMSpeaker: Amy Arrighi
- Learn strategies for reviewing sales tax assessments to identify refund opportunities.
- Understand the steps to challenge and reverse incorrect sales tax assessments.
- Explore methods for documenting and filing claims for sales tax refunds.
8. Turn a Sales Tax Assessment into a Refund
CPE: 1.5 TX 11:00 AM - 12:15 PMSpeaker: Steven Dimengo
- Identify common errors in sales tax assessments that can lead to refund claims.
- Learn the process for filing and substantiating a sales tax refund request.
- Understand strategies for negotiating settlements or adjustments with tax authorities.
9. Business Tax Fundamentals
CPE: 1.5 TX 11:00 AM - 12:15 PMSpeaker: Scott Fraker
- Understand the core principles of business taxation, including entity types and tax structures.
- Learn how to calculate and report key business taxes such as income, payroll, and sales taxes.
- Identify common tax deductions and credits available to businesses.
10. Global / International Tax Update
CPE: 1 TX 1:00 PM - 1:50 PMSpeaker: Ian Brander
- Understand recent changes in international tax laws and their impact on global operations.
- Learn about new compliance requirements for multinational enterprises.
- Explore strategies for optimizing international tax positions and mitigating risks.
11. Ohio Pass Through Entities and Nexus Changes
CPE: 1 TX 1:00 PM - 1:50 PMSpeaker: Debora McGraw
- Assess the tax implications and due diligence required during mergers and acquisitions.
- Manage liquidity risks associated with M&A transactions effectively.
- Optimize post-acquisition tax and liquidity outcomes through strategic planning.
12. Inside the Cost Segregation Power Play
CPE: 1 TX 1:00 PM - 1:50 PMSpeaker: Craig Miller
- Identify eligible assets and cost components for cost segregation studies.
- Learn how to maximize tax benefits through accelerated depreciation techniques.
- Explore the process for documenting and implementing cost segregation findings.
13. Tax Research
CPE: 1 TX 1:00 PM - 1:50 PMSpeaker: Malinda Nett
- Identify and utilize key resources for effective tax research.
- Learn how to analyze and interpret tax laws and regulations to support decision-making.
- Develop skills for documenting and presenting research findings clearly and accurately.
14. IRS Update
CPE: 1.5 TX 2:00 PM - 3:15 PMSpeaker: Nichelle Gray
- Review recent changes and updates to IRS regulations and procedures.
- Learn about new IRS enforcement priorities and compliance requirements.
- Explore strategies for adapting to and managing IRS updates in tax practice.
15. Economic Development Updates for Tax Professionals
CPE: 1.5 TX 2:00 PM - 3:15 PMSpeaker: Rita Williams
- Identify recent economic development trends and their implications for tax planning.
- Learn how to leverage economic incentives and programs to benefit clients.
- Explore strategies for staying informed about changes in economic development policies affecting taxation.
16. Individual Tax Fundamentals
CPE: 1.5 TX 2:00 PM - 3:15 PMSpeaker: Malinda Nett
- Learn the basics of individual income tax calculations, including deductions and credits.
- Understand the different filing statuses and their impact on tax liability.
- Explore common tax planning strategies to optimize individual tax outcomes.
17. 2024 State of the Tax Professionals
CPE: 1.5 TX 3:30 PM - 4:45 PMSpeaker: Speaker To Be Announced
- Analyze current trends and challenges facing tax professionals in 2024.
- Learn about new technologies and tools shaping the future of tax practice.
- Explore strategies for staying competitive and compliant in a rapidly evolving tax landscape.
Agenda
10Dec
1. Keynote - Federal Tax Outlook 2025
CPE: 1.5 TX 8:30 AM - 9:45 AMSpeaker: Anthony Nitti
- Consider the next changes in federal tax policy
- Prepare for new rules coming into effect in 2025
- Appraise the necessary steps going forward with tax changes on the horizon
17. 2024 State of the Tax Professionals
CPE: 1.5 TX 3:30 PM - 4:45 PMSpeaker: Speaker To Be Announced
- Analyze current trends and challenges facing tax professionals in 2024.
- Learn about new technologies and tools shaping the future of tax practice.
- Explore strategies for staying competitive and compliant in a rapidly evolving tax landscape.
Agenda
10Dec
2. Securities Compliance
CPE: 1 TX 9:55 AM - 10:45 AMSpeaker: Molly Brown
- Understand the key regulations governing securities transactions and disclosures.
- Identify common compliance pitfalls in securities reporting and how to avoid them.
- Learn the steps to ensure proper securities compliance for different types of transactions.
6. Federal Tax Credit Update
CPE: 1.5 TX 11:00 AM - 12:15 PMSpeaker: Jonathan Forman
- Understand recent changes in municipal income tax laws and RITA regulations.
- Learn how to ensure compliance with current municipal tax filing requirements.
- Identify best practices for managing municipal income tax audits and disputes.
10. Global / International Tax Update
CPE: 1 TX 1:00 PM - 1:50 PMSpeaker: Ian Brander
- Understand recent changes in international tax laws and their impact on global operations.
- Learn about new compliance requirements for multinational enterprises.
- Explore strategies for optimizing international tax positions and mitigating risks.
Agenda
10Dec
3. Hiring Remote and Mobile Workers: Challenges and Best Practices
CPE: 1 TX 9:55 AM - 10:45 AMSpeaker: Sara Goldhardt
- Understand the employment tax obligations for remote and mobile workers
- Awareness of the impact of remote and mobile workers on corporate income tax nexus
- Identify practical approaches to managing remote employees.
7. Municipal Income Tax / RITA Update
CPE: 1.5 TX 11:00 AM - 12:15 PMSpeaker: Amy Arrighi
- Learn strategies for reviewing sales tax assessments to identify refund opportunities.
- Understand the steps to challenge and reverse incorrect sales tax assessments.
- Explore methods for documenting and filing claims for sales tax refunds.
11. Ohio Pass Through Entities and Nexus Changes
CPE: 1 TX 1:00 PM - 1:50 PMSpeaker: Debora McGraw
- Assess the tax implications and due diligence required during mergers and acquisitions.
- Manage liquidity risks associated with M&A transactions effectively.
- Optimize post-acquisition tax and liquidity outcomes through strategic planning.
15. Economic Development Updates for Tax Professionals
CPE: 1.5 TX 2:00 PM - 3:15 PMSpeaker: Rita Williams
- Identify recent economic development trends and their implications for tax planning.
- Learn how to leverage economic incentives and programs to benefit clients.
- Explore strategies for staying informed about changes in economic development policies affecting taxation.
Agenda
10Dec
4. Project Management Best Practices: Thrill'em and Bill'em
CPE: 1 TX 9:55 AM - 10:45 AMSpeaker: David Krebs
- Understand the role of data analytics in improving tax decision-making.
- Learn how to leverage tax analytics tools to identify opportunities and risks.
- Explore methods for integrating tax analytics into ongoing compliance and reporting processes.
8. Turn a Sales Tax Assessment into a Refund
CPE: 1.5 TX 11:00 AM - 12:15 PMSpeaker: Steven Dimengo
- Identify common errors in sales tax assessments that can lead to refund claims.
- Learn the process for filing and substantiating a sales tax refund request.
- Understand strategies for negotiating settlements or adjustments with tax authorities.
12. Inside the Cost Segregation Power Play
CPE: 1 TX 1:00 PM - 1:50 PMSpeaker: Craig Miller
- Identify eligible assets and cost components for cost segregation studies.
- Learn how to maximize tax benefits through accelerated depreciation techniques.
- Explore the process for documenting and implementing cost segregation findings.
Agenda
10Dec
5. Top 10 Skills for Tax Professionals
CPE: 1 TX 9:55 AM - 10:45 AMSpeaker: Francisco Nieves
- Identify recent changes and updates to federal tax credits impacting businesses.
- Understand eligibility requirements for various federal tax credits.
- Learn strategies to maximize the benefit of available federal tax credits.
9. Business Tax Fundamentals
CPE: 1.5 TX 11:00 AM - 12:15 PMSpeaker: Scott Fraker
- Understand the core principles of business taxation, including entity types and tax structures.
- Learn how to calculate and report key business taxes such as income, payroll, and sales taxes.
- Identify common tax deductions and credits available to businesses.
13. Tax Research
CPE: 1 TX 1:00 PM - 1:50 PMSpeaker: Malinda Nett
- Identify and utilize key resources for effective tax research.
- Learn how to analyze and interpret tax laws and regulations to support decision-making.
- Develop skills for documenting and presenting research findings clearly and accurately.
16. Individual Tax Fundamentals
CPE: 1.5 TX 2:00 PM - 3:15 PMSpeaker: Malinda Nett
- Learn the basics of individual income tax calculations, including deductions and credits.
- Understand the different filing statuses and their impact on tax liability.
- Explore common tax planning strategies to optimize individual tax outcomes.
Speakers
Anthony Nitti
1. Keynote - Federal Tax Outlook 2025
Tony Nitti is a Partner in RubinBrown’s Tax Services Group and Partner-in-Charge of National Tax. Nitti is a well-known contributor of tax content to Forbes, as well as a frequent speaker and trainer at seminars and webcasts across the country. He has 20 years of accounting and tax experience, including working in the tax departments of Arthur Andersen LLP, Price Waterhouse LLP, and, most recently, Withum. Tony also serves as an adjunct professor at the University of Denver’s graduate tax program as well as Golden Gate University’s graduate tax program.
Nitti focuses primarily on corporate and partnership tax planning, with a special focus on the consolidated return regulations and the reorganization provisions, including the structuring of acquisitions, mergers, reorganizations, spin-offs and other restructuring transactions.
Specific Experience / Expertise
Tax consulting
Tax services
Tax planning
Merger and acquisition planning
Restructuring planning
Education
■ M.T.S., University of Denver
■ B.S. Accounting, College of New Jersey
Professional Organizations
■ Member, American Institute of Certified Public Accountants
■ Member, New Jersey Society of Certified Public Accountants
■ Member, Colorado Society of Certified Public Accountants
Published Articles
■ Forbes, Taxes: The Nitti Gritty
■ The Tax Adviser
■ Taxes Magazine
■ Journal of Accountancy
■ Accounting Today
Molly Brown
2. Securities Compliance
Sara Goldhardt
3. Hiring Remote and Mobile Workers: Challenges and Best Practices
Sara has over 20 years of experience in federal and state and local tax, servicing both public and private companies in the manufacturing, construction, healthcare, professional services and retail industries.
At GBQ, Sara leads the firm’s state income/franchise tax services efforts. In this role, she coordinates the successful completion of all multistate income/franchise tax engagements. Sara focuses her expertise on managing state income tax compliance, Ohio Commercial Activity Tax (CAT) consulting, nexus studies, allocation/apportionment reviews and transactional planning. She also assists clients with municipal income taxes, employment taxes and credits, and mobile workforce tax matters.
Prior to joining GBQ, Sara worked within Deloitte’s federal tax practice in Columbus, OH, where she primarily served middle-market clients in the manufacturing and construction industries. Sara was also employed as a Senior Tax Accountant at Greif located in Delaware, OH. While at Greif, she worked extensively in the areas of federal tax compliance, ASC 740, multistate income and franchise tax compliance and state income tax audits.
Sara is a former member of the National Board of Women for Economic and Leadership Development (WELD), where she served as National Board Treasurer. In that role, she was the Board Chair of the Audit and Finance Committee.
David Krebs
4. Project Management Best Practices: Thrill'em and Bill'em
Updated 1/6/2017
Dave is a graduate of Miami of Ohio University. He is Chief Visionary Officer of the CPA Advisory Group and Managing Member of Envision Financial Services, LLC. Dave has led a multi-divisional accounting, tax, financial services, and education firm in Columbus, Ohio, for over 25 years, and is a sought-after presenter on taxation, small business, practice development and financial planning for Thomson Reuter’s Gear Up Seminars and independently.
Currently:
• Author & Professional Speaker with Gear Up Tax Seminars (24 years)
• President of Envision Seminars (31 years)
• Chief Visionary Officer of the CPA Advisory Group (31 years)
• President of Envision Financial Services, LLC (15 years)
• High School Varsity Bowling Coach
• Series 7 and Series 65 Licenses
Servied or serving on board of:
• Ohio Society of CPA’s Columbus; Past State Director and President of the Columbus Chapter
• Delta Upsilon International Fraternity Educational Foundation; Past Trustee & Treasurer
• Westerville Rotary, Current Board Member
• University Kiwanis; Past President
• Toastmasters; Past Chapter Treasurer & Trustee
• Community Connections for Ohio Public Offenders; Past Chairman of the Board
• Opening Doors, Past Chairman of the Board
Active Member:
• National Speakers Association
• Ohio Speakers Forum
• American Institute of CPA’s
• Ohio Society of CPA’s
• National Society of Public Accountants
• Rotary
Francisco Nieves
5. Top 10 Skills for Tax Professionals
FRANCISCO NIEVES JR.
Practice Leader, GTM Training Institute
CONTACT
With nearly 25 years of experience in the field, Frank has honed his expertise
in addressing tax, accounting, reporting, and compliance matters for
multinational corporations of all sizes. Frank has led GTM’s internal training
and competency development initiatives for more than a decade, with an
emphasis on process improvement and the goal of building the capabilities
of GTM’s own personnel. Leveraging this training framework, Frank serves
as the practice leader of the GTM Training Institute, responsible for bringing
this innovative program to market for the benefit of in-house tax personnel.
He is a member of AICPA, PICPA, and Financial Manager’s Society. He is
also Co-Founder of the Association of Latino Professionals for America in
Philadelphia.
As a Lead Tax Service practitioner for GTM, Frank is also responsible for
delivering compliance and consulting services including federal and state tax
return preparation, special project, and income tax provision assignments
for clients in the retail textile, medical device manufacturing, gas and
water utility, and consumer financial services industries. He assists clients
with interim and year-end tax provision calculations, process improvement
review projects, valuation allowance assessment and documentation,
accounting method review and change filings, accounting for acquired
intangibles, contingent consideration, share-based compensation matters,
and acquisition costs analysis.
Prior to joining GTM, Frank spent his career at KPMG as a senior manager
in the financial services practice focusing on the banking, leasing, and
credit card industries. Frank has broad experiences with tax accounting,
SOX documentation and testing, and financial reporting, including longterm consulting assignments at large government sponsored entities and
global mortgage originators and servicers. At KPMG, Frank was recognized
as a highly effective mentor and leader.
Frank resides in Bryn Mawr, PA with his wife and their three children. He
enjoys coaching his children’s activities, reading, basketball, chess, and
karate.
DESIGNATION:
EDUCATION:
CPA, MST
B.S. in Professional Accountancy, Pennsylvania State
University
B.S. in Finance from Pennsylvania State University
M.S. in Taxation from Villanova University
Jonathan Forman
6. Federal Tax Credit Update
As Managing Director of Global Tax Management’s Tax Credits & Incentives Services practice, Jonathan leads the development and delivery of services that help multinational corporations take advantage of available federal, state, and international R&D and related tax incentives to reduce their tax liability.
Jonathan has been involved with R&D for more than 20 years in both technical and taxation capacities, bringing a scientific, IT, and business background to GTM’s R&D Tax Credit practice. He has extensive knowledge of U.S. and international R&D tax law, and vast experience dealing with specific issues related to R&D credits and incentives within industries including software, technology, life sciences, manufacturing, and energy. He is a global speaker and instructor and has been published in several key industry journals.
Prior to joining GTM, Jonathan held several leadership roles with BDO USA, including his most recent roles as the Stamford Office Managing Principal and Global R&D Center of Excellence Leader. He was one of the founding members of the firm’s national R&D tax credit practice, and created, built, and managed BDO’s International R&D Center of Excellence.
Jonathan also spent several years with Big 4 firms including Deloitte and PwC. He created and led the R&D incentives practice for Deloitte in Calgary, Canada where his practice focused on technology, oilfield services, and exploration and production. At PwC, he created one of the first browser-based software tools for managing R&D tax credits.
He is a member of the American Institute of Certified Public Accountants. Jonathan resides in Westchester County, NY where he enjoys spending time with his wife, children, six cats, two dogs, and tortoise.
Amy Arrighi
7. Municipal Income Tax / RITA Update
Amy Arrighi has served as Chief Legal Counsel for the Regional Income Tax Agency
(R.I.T.A.) since December 2005. Ms. Arrighi also worked for R.I.T.A. through the early
1990s as a legal assistant/law clerk to the Agency’s then Counsel. Prior to rejoining the
Agency in 2005 Ms. Arrighi practiced law for seven years primarily representing local
and national financial institutions in the areas of regulation compliance, creditors’ rights,
bankruptcy and loan workout as well as representing municipalities and other creditors in
various collection matters.
R.I.T.A. acts as the municipal income tax administrator for over 185 municipalities in the
State of Ohio. As Chief Legal Counsel, Ms. Arrighi’s responsibilities include assisting
R.I.T.A. and its members in the administration and enforcement of members’ income tax
ordinances, including civil collection proceedings, ordinance review, and assisting in
Board of Review matters. Ms. Arrighi’s duties also include advising R.I.T.A.
management and its governing Board of Trustees on various administrative issues
including personnel matters, Ohio Sunshine Laws, security matters and contract bidding
and review.
Ms. Arrighi received her J.D. from Cleveland Marshall College of Law in 1998 and her
B.S. in Paralegal Studies from Dyke College (nka Myers University) in 1992
Steven Dimengo
8. Turn a Sales Tax Assessment into a Refund
Steven A. Dimengo is a shareholder in the Akron based law firm of Buckingham, Doolittle & Burroughs, LLC. His practice primarily includes consultation and representation with respect to federal and Ohio tax law matters. Mr. Dimengo is routinely engaged to structure proposed transactions in a manner to obtain optimum tax minimization. He is actively involved in representation before the Ohio Tax Commissioner, the Ohio Board of Tax Appeals and the Supreme Court of Ohio. He is admitted to the United States Tax Court and the Federal District Court. Mr. Dimengo is a certified public accountant. He received his B.A. degree, magna cum laude, from the University of Akron; his J.D. degree, cum laude, from the University of Akron College of Law and his M.A. degree in taxation from the University of Akron. He has written various tax articles appearing in The Ohio CPA Journal, the Ohio Tax Review, the Akron/Canton Chapter of the Ohio Society of CPA’s Newsletter, the Small Business News, the Akron Tax Journal, the University of Akron Law Review and the Buckingham, Doolittle & Burroughs publications, the Advisor and BDB Business Compass and The Journal of Multistate Taxation and Incentives (a national publication in which he published two articles). He has been recognized by Inside Business Magazine since 2001 as a Leading Lawyer in Northeast Ohio in Tax Law, as voted by his peers, listed in The Best Lawyers in America® 2003–2018 editions, named “Akron Best Lawyers Tax Law Lawyer of the Year” (2017), recognized as one of Ohio’s Super Lawyers™ 2004-2015, as voted by his peers, listed in Northern Ohio Live – Ohio’s Top Lawyers for 2003, recognized as one of the “Top Attorneys in Business Services” (Tax) in the 2009 Corporate Counsel Edition of Super Lawyers™, and has a Martindale-Hubbell Rating of AV® Preeminent™, which indicates very high to pre-eminent legal ability and very high ethical standards as established by confidential opinions from members of the Bar. Mr. Dimengo is a member and participant in the Akron and Ohio State Bar Associations, chair of the Ohio State Bar Association Sales and Use Tax Committee, as well as a member of the Akron/Canton Chapter of the Ohio Society of CPAs. He is also an adjunct professor of state and local taxation at the University of Akron in its Masters of Taxation Program. He served on the Firm’s Board of Managers (2000-2004; 2008-2009). Additionally, he previously served as the Business Practice Group Leader (2006-2008). Mr. Dimengo is currently the Department Head of the Taxation & Employee Benefits Section of the Business Practice Group (1995-2006 and 2009-present).
Experience
• Joined the Firm as an Associate attorney in 1989 and was elected a Partner in 1994.
• Presently Serves as Department Head of the Taxation Section of the Business Practice Group (2009-present; also served 1995-2006).
• Business Practice Group Leader (2006-2008).
• Served as Vice President and Secretary of the Firm’s Board of Managers (2008-2009) and as Vice President and Treasurer of the Board (2000-2004).
• Practice primarily includes consultation and representation with respect to Federal, Multistate and Ohio tax law matters.
• Routinely engaged to structure proposed transactions in a manner to obtain optimum tax minimization.
Actively involved in representation before the Ohio Tax Commissioner, Board of Tax Appeals of Ohio and the Ohio Supreme
• Court, as well as before the Internal Revenue Service.
REPRESENTATIVE MATTERS / REPORTED CASES
• Marc Glassman, Inc. v. Levin, 119 Ohio St. 3d 254, 2008-Ohio-3819
• Stein, Inc. v. Tracy, 84 Ohio St. 3d. 501 (1999).
• WCI Steel, Inc. v. Testa, 129 Ohio St. 3d 256, 2011-Ohio-3280.
• Crown Communications, Inc. v. Testa, 2013-Ohio-3126.
• Funtime, Inc. v. Zaino, 105 Ohio St. 3d 74 (2004).
• The Dannon Company, Inc. v. Tracy, Ohio BTA Case No. 97-M-233 (September 11, 1998).
• General Electric Credit of Tennessee v. Tracy, Ohio BTA Case No. 95-K-221 (June 27, 1997).
• E.G. Baldwin & Associates, Inc. v. Tracy, Ohio BTA Case No. 95-K-222 (May 30, 1997).
• Express Packaging, Inc. v. Limbach, Ohio BTA Case No. 89-K-22 (September 18, 1992).
• U.C. Industries v. Limbach, Ohio BTA Case No. 89-J-1070 (August 7, 1992).
• WCI Steel, Inc. v. Limbach, Ohio BTA No. 2005-A-1565 (Dec. 28, 2012).
• Reiter Dairy, Inc. v. Limbach, Ohio BTA No. 90-Z-503 (Jan. 15, 1993).
• Haberman v. Tracy, Ohio BTA 91-A-1639 (March 19, 1993).
• Heartland Education Community, Inc. v. Testa, Ohio BTA No. 2012-277 (Sept. 3, 2014).
Education & Admissions
• The University of Akron School of Law, Akron, Ohio (J.D., cum laude, 1986)
• The University of Akron, Akron, Ohio (M.A., Taxation, 1986)
• The University of Akron, Akron, Ohio (B.A., magna cum laude, 1983)
• Certified Public Accountant, Ohio (1987)
• Ohio Bar (1986)
• U.S. District Court
• U.S. Tax Court
• Member: American Bar Association
• Member: Ohio State Bar Association (Chair: Taxation Section, including Sales & Use Tax Subcommittee 1995 – present)
• Member: Akron Bar Association, Taxation Section
Awards & Honors
• Listed in The Best Lawyers in America® (2003 – 2015).
• Named “Akron Best Lawyers Tax Law Lawyer of the Year” (2012).
• Selected for inclusion in Ohio’s Super Lawyers® (2004-2015), as voted by his peers.
• Selected for inclusion in Super Lawyers Business Edition ® (2014) for Tax Law.
• Listed in Northern Ohio Live – Ohio’s Top Lawyers for 2003.
• Recognized in the 2009 Corporate Counsel Edition of Super Lawyers® for Tax Law.
• Martindale-Hubbell Peer Review Rating of AV® Preeminent™, which is the highest possible rating in both legal ability and ethical standards as established by confidential opinions from members of the Bar.
• Recognized by Inside Business Magazine since 2001 as a Leading Lawyer in Northeast Ohio in Tax Law, as voted by his peers.
• Recipient of the 2013 Distinguished Alumni Award from the Archbishop Hoban High School Alumni Association.
Professional & Civic Involvement
• Adjunct Professor: The University of Akron Master of Taxation Program (State and Local Tax)
• Appointed: Ohio Tax Commissioner's Advisory Council (2001-2003)
• Secretary/Trustee: Archbishop Hoban High School
Presentations & Publications
Mr. Dimengo has written various tax articles appearing in:
• The Ohio CPA Journal
• Ohio Tax Review
• The Akron/Canton Chapter of the Ohio Society of CPAs newsletter
• Small Business News
• Akron Tax Journal
• The University of Akron Law Review
• The Advisor, a Buckingham, Doolittle & Burroughs, LLC publication
• Business Compass, a Buckingham, Doolittle & Burroughs, LLC publication
• "How to Avoid Tax When Disposing of Real Property," Law 360 (Summer 2014)
• "Under Audit: Increased Scrutiny of Restaurants for Ohio Sales Tax," à la carte Magazine (Fall 2013)
• "Refund Opportunity: Sales Tax Exemptions Available for Restaurant Purchases," à la carte Magazine (Winter 2013)
• “Low Tax Rates and Incentives Give Ohio a Business-Friendly Landscape, Spurring Economic Recovery and Growth,” Journal of
• MultiState Taxation and Incentives (June 2012)
• "Taxpayer Permitted to Present Newly Prepared Valuation at Board of Tax Appeals," Journal of MultiState Taxation and
• Incentives (January 2012)
He has given numerous presentations concerning various tax topics which include:
• "Sales & Use Tax: Maximizing Sales/Use Tax Exemption for Manufacturers" (2008 Ohio Tax Conference)
• "Ohio Sales & Use Tax: New Audit Developments & Refund Policies" (2007 Ohio Tax Conference)
• “Can Anything Be a Business Fixture?” (2006 Ohio Tax Conference)
• “What You Need to Know About Ohio’s New and Old Tax Provisions” (Fall 2006)
• “Minimizing Sales and Use Tax in Ohio”
• “Sales and Use Tax in Ohio”
• “Ohio Sales/Use Tax: Recent Trends, Developments and Planning Opportunities”
• “Tax Free (Like – Kind) Exchanges of Real Estate” (2003, 2006 and 2010)
Scott Fraker
9. Business Tax Fundamentals
Scott Fraker is the owner of Fraker CPA LLC, a tax consulting firm. He focuses on serving individuals and closely held businesses by minimizing tax liabilities and exposure through effective tax planning and compliance. He holds a Bachelor of Business Administration degree from Tiffin University. He has also served as an adjunct professor at Ohio Wesleyan University.
Ian Brander
10. Global / International Tax Update
Ian Brander is a partner at Dyke Yaxley LLC focusing his practice primarily on individuals, computing complex multi-county residency calculations. Based in the United Kingdom, he currently is a member of the firm’s Management Committee, heads up DY USA’s UK/US Personal Tax Department while overseeing the majority of the firm’s 350+ individual clients, and manages a client portfolio of US/UK individuals and businesses. Ian offers a unique qualification to Dyke Yaxley’s clients through his knowledge of a wide range of personal and corporate transatlantic taxation issues plus his understanding of the intricacies of both UK and US tax operations.
Ian joined Dyke Yaxley as an apprentice upon completing college. He is a fellow member of the Association of Accounting Technicians and member of the Association of Tax Technicians. In addition, he completed the EA qualification in the US and plans to complete the Advanced Diploma in International Tax (ADIT).
Debora McGraw
11. Ohio Pass Through Entities and Nexus Changes
Updated: 8-11-2016
Deb is a member of the firm's tax and legislative affairs groups. Deb represents clients in various state and local tax controversies, including at audit, administrative appeals, and before the Ohio courts. She also assists clients with a variety of federal income tax issues, particularly the research and development credit. Deb successfully led several recent legislative efforts including the Ohio Joint Economic Development Zone and District reform, the House Bill 64 job creation and retention tax credit fix, and various initiatives focused on limiting sales and use tax on certain services. Deb has significant experience in conducting refund reviews and assisting clients with implementing tax planning by working with various client operational groups. Deb has worked with clients in various industry groups but has developed significant experience in the financial services and utility industries.
Prior to joining the firm, Deb was a Director at PricewaterhouseCoopers where she worked for 16 years. Prior to leaving PwC, Deb led the Columbus large company tax practice and served as the lead client contact for many Columbus based companies. She assisted clients with a variety of federal and state tax issues including tax planning, corporate restructurings, federal and state controversy, corporate compliance, and financial statement audits.
Deb also led PwC's national Ohio case and controversy tax efforts including negotiation of multiple large company audit settlements. Deb utilized her refund review experience as offsets in Ohio and other state audits. Deb handled the legislative analysis for the firm and acted as a national resource for other offices. Deb spoke regularly on client webcasts introducing new Ohio legislation and federal and multistate tax considerations for internal PwC trainings.
Deb is a frequent speaker at the annual Ohio Tax Conference and various conferences hosted by the Ohio Society of CPAs and the Ohio Bar Association. Deb served as an adjunct professor at Capital University Law School from 2000-2004. Deb also served as the Co-Chair of the Business Tax Committee of the Columbus Bar Association.
Craig Miller
12. Inside the Cost Segregation Power Play
Craig Miller is a CPA and a Certified Government Financial Manager. He is a former Tax Commissioner Agent for the State of Ohio and a former adjunct faculty instructor of accounting and finance at Cleveland State University and Lorain County Community College. Miller is a legislative key person for The Ohio Society of CPAs and served on an AICPA focus panel that recommended exam content for the uniform CPA exam. He serves on the Board of the Northern Ohio National Association of Industrial and Office Properties(NAIOP), and is the Vice-Chair of the United States Green Building Council in Northeast Ohio.
Malinda Nett
13. Tax Research
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. She received her B.S. from Miami University and her MTax from the University of Akron. Prior to joining the department full time, she worked in public accounting for 22 years; first as a client-serving tax professional and most recently as the learning leader for tax professionals at Grant Thornton LLP. Nett is Certified Public Accountant and a member of the Ohio Society of CPAs, the American Institute of Certified Public Accountants, The Institute of Management Accountants, the American Accounting Association and the American Tax Association. Her teaching interests and experience include Tax at the graduate and undergraduate level as well as Financial Accounting and Reporting.
Nichelle Gray
14. IRS Update
Rita Williams
15. Economic Development Updates for Tax Professionals
Malinda Nett
16. 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. She received her B.S. from Miami University and her MTax from the University of Akron. Prior to joining the department full time, she worked in public accounting for 22 years; first as a client-serving tax professional and most recently as the learning leader for tax professionals at Grant Thornton LLP. Nett is Certified Public Accountant and a member of the Ohio Society of CPAs, the American Institute of Certified Public Accountants, The Institute of Management Accountants, the American Accounting Association and the American Tax Association. Her teaching interests and experience include Tax at the graduate and undergraduate level as well as Financial Accounting and Reporting.
Speaker To Be Announced
17. 2024 State of the Tax Professionals