Central Ohio Tax Club serves as a dedicated resource for tax professionals throughout Columbus, OH. Since our establishment in 2015, we have provided consistent continuing professional education opportunities and valuable networking experiences for members. Our organization brings together CPAs, enrolled agents, and tax practitioners who are committed to staying current with evolving tax regulations, sharing industry insights, and building professional connections. With over 20 years of combined experience among our leadership, we deliver exceptional value to our members across Central Ohio.

Annual membership dues of just $200 provide access to monthly educational sessions and networking opportunities designed to help members expand their knowledge and strengthen their professional relationships. Guests are welcome to attend individual meetings for $30, making it easy to experience the benefits of our organization firsthand. Whether you're an established tax professional or just beginning your career, we invite you to contact us today and become part of our growing network. Contact us today.

Upcoming Meetings

Thursday, September 17, 2026

In-person meeting with two hours of CE

Thursday, October 15, 2026

In-person meeting with two hours of CE

Thursday, November 19, 2026

In-person meeting with two hours of CE

Thursday, December 17, 2026

Annual Federal Tax Update In-person meeting

with a minimum of two hours of CE

Thursday, January 21, 2027

Annual Tax Forms Update Zoom meeting with a minimum of two

hours of CE

Thursday, February 18, 2027

Zoom meeting with two hours of CE

Thursday, March 18, 2027

Zoom meeting with two hours of CE

Thursday, May 20, 2027

In-person meeting with two hours of CE

Thursday, August 19, 2027

In-person meeting with two hours of CE

Past Meeting Topics:

August 2026 – Understanding Trump Accounts: Working Families Tax Cuts – Timothy E. Oatney, CPA, MT – Moderator
May 2026 – After-Tax Season Roundtable Discussion – Timothy E. Oatney, CPA, MT – Moderator
March 2026 – No Meeting Since Special January Meeting
February 2026 – Ohio Department of Taxation 2025 Tax Update – Brittney Sutherin & Lana Bell – Speakers
January 2026 – Special Zoom Updates Needed for Tax Season – Nichelle Gray, IRS Tax Liaison for Our District – Zoom Meeting
January 2026 – Forms Update – Jodi Johnston, EA – Speaker – Zoom Meeting
December 2025 – Income Tax Update 2025/2026 – Dakota Toth, CPA – Speaker
November 2025 – Tax Ethics Update (AICPA & CIMA Webinar) – Timothy E. Oatney, CPA, MT – Moderator
October 2025 – OBBBA Tax Tips & Planning Opportunities You Need to Know Now – Timothy E. Oatney, CPA, MT – Speaker
September 2025 – SECURE 2.0 Act and Cash Balance Plans – Simeon Clark, QKA, Trinity Pension Consultants – Speaker
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 Company of America – Speaker
May 2025 – Behavioral Ethics for the CPA: Good Practices Are Good Business & Cybersecurity Ethics for CPAs: What to Know – Michael R. Moran, Esq., Vice President & General Counsel, Royse Partners – Speaker
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 Sold – Timothy 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 – Carrie Dean, 3C Technology Solutions LLC – Speaker
March 2024 – Business Valuation: A Look at the Basics – Guy Nevers, CPA, MT, CVA – Speaker
February 2024 – IRS Updates, Return Processing Operations, and Online Accounts – Nichelle Gray, IRS Communications & Liaison – 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 and Its Effect on 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; Commercial Activity Tax Updates – Alicia Dill, Ohio Department of Taxation – Speaker
September 2023 – Latest Insights & Strategies in Tax-Efficient Retirement Planning – Simeon Clark, QKA – Speaker
August 2023 – Ohio Department of Taxation's New OH|TAX eServices System Debuting September 5, 2023 – 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

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