2008 National Tax Conference Session A—Wednesday, Nov
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REGISTRATION MASTER OF TAXATION PROGRAM MASTER OF TAXATION DEGREE PROGRAM 2008 NATIONAL 2008 TAX CONFERENCE The Master of Taxation Program at The University Required Tax Courses of Akron, the only one in Ohio at an AACSB POSTAGE PAID Courses Credits S. Nonprofit Org. AKRON, OHIO accredited School of Accountancy, was intro- U. National SESSION A—Wednesday, November 5, 2008 ($55) PERMIT NO. 222 SESSION B—Wednesday, November 12, 2008 ($55) duced in January 1980. It is a professional degree Part-time 21 Month Program 8:15 A.M.–12:25 P.M. program designed to provide timely training in the Fall 2009 field of taxation. The program’s course of study is Tax 6200:641 Taxation of Partnerships 3 appropriate for students planning to enter the Please type or print 6200:648 Tax Practice and Procedure 3 field, as well as for experienced accountants or Conference attorneys. Through an integrated curriculum Spring 2010 Name(s): ________________________________________ emphasizing tax research, planning, and commu- 6200:632 Tax. of Transactions in Property 3 Session A—Wednesday, nication skills, students are taught to identify and 6200:651 International Taxation 3 November 5, 2008* __________________________________________________ solve taxation problems and cases in both feder- Summer 2010 8:15 A.M.–12:25 P.M. al and state taxation. Electives (two classes)* 6 CPE Credit: 4.8 hrs. Name of Organization: __________________________ The School of Law and the School of Fall 2010 CLE Credit: 4.0 hrs. Accountancy offer a joint degree program in 6200:628 Basic Tax Research 3 0 hours ethics, substance Address: ________________________________________ legal and taxation studies. (J.D. and MTax). The 6200:631 Corporate Taxation I 3 abuse, professionalism amount of time required to complete the pro- Spring 2011 gram is less than for the completion of both pro- __________________________________Zip: ____________ 6200:643 Tax Accounting 3 Session B—Wednesday, grams separately. 6200:649 State and Local Taxation 3 November 12, 2008* Total credits from required courses 30 8:15 A.M.–12:25 P.M. I/we will attend Session A _____ at $55 ____________ Graduate taxation courses are offered evenings by the School of Accountancy to serve students Full-time Two Semester Program CPE Credit: 4.8 hrs. CLE Credit: 4.0 hrs. I/we will attend Session B _____ at $55 ____________ who are employed full time or doing a joint Fall 2009 degree. Each class meets one night a week dur- 0 hours ethics, substance 6200:628 Basic Tax Research 3 ing the regular semester and twice each week 6200:631 Corporate Taxation I 3 abuse, professionalism Total Enclosed ____________ during summer sessions. 6200:641 Taxation of Partnerships 3 *Each session covers a Method of Payment For more information regarding the requirements 6200:648 Tax Practice and Procedure 3 Elective* 3 different set of topics. ___check enclosed payable to The University of Akron for admission to the Master of Taxation and Joint Degree programs, please write or phone: Dr. Spring 2010 ___charge to credit card ____Visa ____ MC ____ Discover Registration Fee: Thomas G. Calderon, Chair, School of 6200:632 Tax. of Transactions in Property 3 $55 Each Session. Card Number ________________________ Exp. Date______ Accountancy, College of Business Administration, 6200:651 International Taxation 3 The University of Akron, Akron, Ohio 44325-4901, 6200:643 Tax Accounting 3 NEW LOCATION: Occupation: CPA Faculty (330) 972-6228. Please apply online by June 1, 6200:649 State and Local Taxation 3 Quaker Square Inn Attorney Student 2009 at http://www.akron.edu/gradsch. Elective* 3 PA At The University of Akron Other:___________________________ For more information regarding the requirements Total credits required for the MTax 30 The University of Akron George W. Daverio School of Accountancy Akron, OH 44325-4802 135 South Broadway St. for admission to the School of Law and Joint Akron, OH 44325-9002 Enclose your registration (checks payable to The Degree program, please write or phone: Ms. Lauri Approved taxation electives include such (330) 253-5970 University of Akron), detach, and return by the S. Thorpe, Assistant Dean of Admission and courses as: specified date to: 6200:642 Corporate Taxation II 3 Financial Aid, School of Law, The University of Sponsored by: Alvin Lieberman Akron, Akron, Ohio 44325-2901, (330) 972-7331. 6200:645 Advanced Individual Taxation 3 George W. Daverio School of Accountancy 6200:662 S. Corporations 3 THE GEORGE W. DAVERIO The University of Akron 6200:646 Consolidated Tax Returns 3 SCHOOL OF ACCOUNTANCY Akron, OH 44325-4802 Announcing– THE UNIVERSITY OF AKRON (330) 972-6229 (phone) 6200:647 Qual. Pensions & Profit Sharing 3 (330) 972-7586 (phone) 4.8 Hours CPE, 4.0 Hours CLE) University of Akron is an Equal Opportunity Employer Session B—Wednesday, Nov. 12, 2008 12, Session B—Wednesday, Nov. P.M.) A.M.–12:25 (8:15 4.8 Hours CPE, 4.0 Hours CLE) Session A—Wednesday, Nov.Session A—Wednesday, 5, 2008 P.M.) A.M.–12:25 (8:15 (330) 972-8597 (fax) 6200:693 Sel. Topics-Mergers & Acq. 3 2008 National Tax Conference (330) 972-8597 (fax) PROGRAM PARTICIPANTS Specialist in Estate Planning and Trust & Probate Law. Mr. Dickin- secutive year. She is founder and principal of Crosley & Company son has been named in The Best Lawyers in America for over 10 and consults with CPA firms on revenue growth issues and oppor- PURPOSE OF CONFERENCE SESSION A: Wednesday, November 5, 2008 Charles F. Mullen, is a principal of Apple Growth Partners, joining years and has been listed as an Ohio Super Lawyer in 2005, tunities. The 2008 National Tax Conference (30th annual), spon- the firm through a merger with Brott Mardis & Co., an Akron-based 2006, 2007 and 2008. Gale graduated from The University of Akron, Ohio, with a sored by The George W. Daverio School of 7:45 A.M.–8:15 A.M. CPA firm. He provides tax and accounting services to closely held Jim was Chairman of the Estate Planning, Probate and Trust Bachelor of Science degree in Accounting, and is a CPA in Ohio and Accountancy at The University of Akron, is designed to COMPLIMENTARY DANISH AND BEVERAGES companies and individuals, manages audit and review services, Law Section of the Cleveland Bar Association. He is a Fellow of Georgia. Her background includes a unique mix of experience with update tax practitioners in the accounting, legal, busi- and assists with financial planning services. A frequent public The American College of Trust and Estate Counsel and serves on two national CPA firms, and nearly thirty years in business develop- ness, and governmental sectors. New developments, speaker, Chuck has presented at both firm events and other organ- the Great Lakes Region IRS Advisory Board for Tax-Exempt and ment and senior management, including IBM and several small tax-saving ideas, current issues, and changes in the 8:15 A.M.–12:25 P.M. izations’ meetings. He also provides business evaluation, man- Governmental Entities. technology companies. Gale was formerly Executive Vice President laws applying to business and individual taxes will be 2008 FEDERAL TAX UPDATE – YEAR IN REVIEW discussed by prominent tax specialists. agement consulting and tax planning services to corporations, Mr. Dickinson graduated from The University of Virginia School of Business Development at a $250 million consulting firm, and Charles F. Mullen, CPA, CMA partnerships, and individuals. Apple Growth Partners, Akron, OH of Law and the Commerce School of Washington & Lee University, was responsible for implementing revenue growth initiatives among Chuck was chosen as a recipient of the Greater Akron Cham- Phi Beta Kappa, Summa Cum Laude. Jim frequently lectures before 39 individual practices, 1,500 CPAs and consultants, a direct sales CPE and CLE CREDIT SELECTED ISSUES IN PRIVATE EQUITY ACQUISITIONS ber’s “30 For the Future Award,” an award which honors young pro- business, professional and trade associations on estate planning, force and marketing department, and 100 rainmakers. Over her Each session of the National Tax Conference qualifies Robert W. Malone, JD fessional (ages 25-39) for contributions which impact their indus- charitable gifting, private and public foundations and other tax- career, she has been responsible for developing high performance for 4.8 hours of Continuing Professional Education Buckingham, Doolittle & Burroughs, LLP, Akron, OH tries in the Greater Akron region. exempt corporate issues. He regularly advises health care and rainmaking organizations, bringing more than 30 offerings to mar- (CPE) credit (approved by the Accountancy Board of COFFEE BREAK Mr. Mullen received his undergraduate degree in accounting other foundations concerning the creation and maintenance of tax- ket and closing dozens of multi-million-dollar opportunities. Her Ohio). This course has been approved by the Ohio (1995) and his Master of Taxation (2000) from The University of exempt status. first book, At the Crossroads, chronicles the challenges and suc- Supreme Court Commission on Continuing Legal CORPORATE SUCCESSION PLANNING: Akron. He has been a licensed Certified Public Accountant since cesses of a fictional CPA firm struggling with growth. Education for 4.0 CLE credit hours, including 0.00 hours Laura J. Hardy is a Senior Manager in Lead Tax Service line with THE FAMILY BUSINESS IN TRANSITION 1998 and a Certified Management Accountant since 2000. He is a in ethics, 0.00 hours in substance abuse, and 0.00 hours the Cleveland Office of Deloitte Tax LLP. Laura is currently working Erik Rosenfeld is a director specializing in international tax issues James G. Dickinson, JD Governance Board Member of The University of Akron Master of Tax in professionalism instruction. Forms will be available at Cavitch, Familo, Durkin & Frutkin Co., LPA with the National Production Activities Solutions group implement- with the PricewaterhouseCoopers Cleveland office. He has been Program.