Professional Growth for Tax Accountants
- Monthly Meetings- Professional Networking- Board-Authorized CPE
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
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