Professional Growth for Tax Accountants
- Monthly Meetings- Professional Networking- Board-Authorized CPE
Monthly Meeting Reminder
Thursday, September 18, 2025
In-person Only
The Levy, 670 Harmon Ave., Columbus, OH 43223
Social Gathering 5:30 - 6pm
Dinner 6 - 6:40 pm
Presentation 6:40 - 8:20 pm
Topic:
Secure 2.0:
What changes are coming in 2026
and
What you should be doing now
Presenter: Simeon Clark, QKA
Trinity Pension Consultants
Reservations to Jodi Johnston
NO later than NOON EST Monday, August 18, 2025
Email: jjohnston@cbiz.com
Phone 614.793.2621
Fax 614.793.2679
NO later than NOON EST Monday, September 15, 2025
Email: jjohnston@cbiz.com
Phone 614.793.2621
Fax 614.793.2679
Meeting fee is $25 if you are not a member.
Annual dues are $200 for the fiscal year, September to August.
Click here to remit payment for the meeting if you have not paid your dues.
Fees include 2.0 CPE/CE credits.
Field of Study: Taxation
Mark your calendar for our upcoming meetings:
October 16
November 20
December 18 - Annual tax update
If there is a topic you'd like to see presented, please let us know.
We are always looking for new ideas!
Past Meeting Topics:
- August 2025 – Closely Held Business: Transfer and Exit Strategies – Thomas D Wyatt, JD, CFP, CexP, AIF CLTC – Chief Growth Officer, Lifetime Financial Growth President, Lifetime Financial Growth of Ohio GA, Guardian Life Insurance Co of America
- May 2025 – Behavioral Ethics for the CPA: Good Practices are Good Business & Cybersecurity Ethics & CPA’s: What to Know – Michael R Moran, Esq, Vice President & General Counsel, Royce Partners
- March 2025 – Thryv Marketing Center, How accountants can streamline operations, improve client acquisition, and enhance efficiency while saving time and money – James Duffy, Business Advisor, thryv – Speaker
- February 2025 – Trusts & Estates – Craig Vandervoort, Principal member Sitterly, Vandervoort & Nixon Ltd – Zoom Meeting
- January 2025 – Forms Update – Jodi Johnston, EA – Speaker – Zoom Meeting
- December 2024 – 2024/2025 Individual Tax Updates – Timothy E Oatney, CPA, MT – Speaker
- November 2024 – Rental Properties: What needs to be reported once it sells – Timothe E Oatney, CPA, MT – Speaker
- October 2024 – 2024 End of Year Tax Planning Ideas & “Expiring provisions of the TCJA” and other recent legislation – Timothy E Oatney, CPA, MT – Speaker
- September 2024 – Inherited IRA Rules – Much More Complex Than You Think – Dakota Toth, CPA – Speaker
- August 2024 – What keeps your clients up at night? HR Solutions everyone should know about – Lea Anne Broseus SHRM-SCP and Matt Stein - Speakers
- May 2024 – Cybersecurity: Protect Company and Employee Data – 3CTechnology Solutions LLC Carrie Dean – Speaker
- March 2024 – Business Valuation A Look at the Basics – Guy Nevers, CPA, MT, CVA – Speaker
- February 2024 – IRS Updates, Return Processing Operations & Online Accounts Communications & Liaison – Nichelle Gray IRS – Speaker
- January 2024 – Forms Update – Jodi Johnston, EA - Speaker
- December 2023 – 2023/2024 Individual Tax Updates – Timothy E Oatney, CPA, MT – Speaker
- November 2023 – Ohio House Bill & Its Effect on the Municipal Income Tax Provisions – Bob Meaker, CPA, Chief of Tax Operations, RITA – Speaker
- October 2023 – Individual Income & School District Income Tax Updates – Afton Townsend Ohio Department of Taxation – Speaker and Commercial Activity Tax Updates – Alicia Dill Ohio Department of Taxation – Speaker
- September 2023 – Latest insights & Strategies in the Realm of tax-efficient retirement Planning – Simeon Clark, QKA, - Speaker
- August 2023 – Ohio Department of Taxation’s new OH | Tax eservices system debuting 9.5.23 – Jonathan Olszowy, Ohio Department of Taxation – Speaker
- May 2023 – Medical Expense Deduction Opportunity – Vance Tope and Timothy E Oatney, CPA, MT - Speakers
- March 2023 – New Energy Incentives – Timothy E Oatney, CPA, MT – Speaker
- February 2023 – Secure 2.0 and more – David Reyes, CPA, MT - Speaker
- January 2023 – Forms Update – Jodi Johnston, EA - Speaker
- December 2022 – Year-End Review and Tax Planning – Timothy E Oatney, CPA, MT – Speaker
- November 2022 – Top 10 Form 1065 Mistakes – Nick Preusch, CPA, JD, LLM – Speaker
- October 2022 – The Impact of Providing HNW Personal Risk Management – Michelle Hirsch Brunswick Companies – Speaker
- September 2022 – First Time Penalty Abatements Made Easy – Roger W Nemeth – Recording and Highlights of the Tax Implications – Timothy E Oatney, CPA, MT – Speaker
- August 2022 – Practitioner Data Theft, Business ID Thelf, ID Protection PINS and Ohio SALT Cap Workaround – Nichele Gray IRS – Speaker & Stephen Palmer – Speaker
- July 2022 – Identifying and Reporting Suspected Elder Abuse: The Role of Mandated Reporters – Heidi Turner-Stone, Section Chief Audit Protective Services – Bureau of Child/Adult Protection Services ODJFS
- June 2022 – Audit Reconsiderations and Recent Tax Developments – LG Brooks, EA video – Speaker and Timothy E Oatney, CPA, MT – Speaker
- May 2022 – Remote Workplace & Muni Tax Requirements – Amy Arrighi, Chief Legal Counsel, RITA – Speaker
- April 2022 – “You’ve been Audited? Now What?” and After-Tax Season Wrap-up and Round Table – Len Getz, CPA (recorded video) & Timothy E Oatney, CPA, MT – Speaker
- March 2022 – Nuts & Bolts of Cryptocurrency Taxation – Shehan Chandrasekera & Timothy E Oatney, CPA, MT – Speaker
- February 2022 – IRS Tax Notices “Recognition & Response” LG Brooks, EA CTRS video and Timothy E Oatney, CPA, MT – Speaker
- January 2022 – Forms Update – Jodi Johnston, EA – Speaker
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