Professional Growth for Tax Accountants

- Monthly Meetings
- Professional Networking
- Board-Authorized CPE

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Monthly Meeting Reminder

Thursday, March 20, 2025


Virtual Only


Presentation 6 pm - 7:40 pm EST


(Meeting room will open at 5:45 pm)



Topic:

Thryv Marketing Center:

How accountants can streamline operations, improve client

acquisition, and enhance efficiency while saving time and money.

Custom Websites

Social Media Management

Reputation Management

Tools to run Ads

Thryv CRM, client information & communication

Appointment scheduling

Invoicing & Payments

Reminders & Notifications 


Presenter: James Duffy

Business Advisor

thryv



Registration is Required for ALL attendees.

(even if you have already paid your annual dues)


A meeting link will be emailed to all registered participants the day before the meeting.

NOTE - the name on your Zoom profile must match your registration name.

Only those that match the registration list will be permitted to enter the meeting.



Click here to register for the meeting.


Fees include 2.0 CPE/CE credits.

Field of Study: Taxation



The meeting fee is $25 if you are not a member.

Annual dues are $200 for the fiscal year from September to August.


Mark your calendar for our upcoming meetings:

05.15.2025

08.21.2025



Past Meeting Topics:

  • 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