Tuesday & Wednesday, January 28‐29, 2020 Hya� Regency Columbus, Columbus, Ohio Workshop H Ohio Economic Incentives & Tax Credits - Legislative Changes and Program Update Tuesday, January 28, 2020 1:45 p.m. to 2:45 p.m.
Biographical Information Kelli J. Saunders, Senior Director Incentives & Site Selection DHL Supply Chain, 570 Polaris Parkway, Westerville, OH 43082 614-865-8423 Fax: 614-865-8879 Kelli.saunders@dhl.com Kelli started her career with Deloitte Tax LLP in Columbus, Ohio in 2003 as a tax analyst in business tax services. Kelli joined DHL Supply Chain in 2005 with responsibility for Federal, State and Local income tax compliance. DHL Supply Chain is the North American leader in contract logistics, providing customer- focused solutions to a wide range of industries including automotive, consumer, retail, engineering and manufacturing, life sciences and healthcare, technology, energy and chemicals. In 2012, DHL Supply started an Economic Incentives & Tax Credits function within its legal department. Kelli assumed the role of Director, Economic Development in May of 2012. Beginning January 2015, Kelli is responsible for Economic Development for all divisions of DHL Americas; including the Express, Global Forwarding, and Parcel businesses. Kelli has worked on multiple incentive deals at the Federal, State and Local levels in over 20 states. Kelli is a graduate of Miami University in Oxford, Ohio with a B.S. in Accountancy and is a Certified Public Accountant. Chris Magill, Economic Development Director, Ice Miller LLP Arena District 250 West Street, Suite 700, Columbus, OH 43215 614-462-1141 614-222-4245 (Fax) cmagill@icemiller.com Chris Magill is the Economic Development Director for Ice Miller and leads a collaborative team of professionals and attorneys to assist public and private sector clients in achieving growth strategies through economic development consulting. For corporate clients, Chris provides consulting on capital investment projects and has strategically negotiated and analyzed tax credit, grant and loan-financing solutions for capital investment projects in 16 different states. In addition to his consulting on capital investment projects, Chris delivers economic development compliance strategies, best practice government compliance consulting and compliance report-filing. For public sector clients, Chris advises local governments in building strategic economic plans and creating sustainable economic development tools at the state, regional, county and municipal levels in an effort to enhance an area’s standard of living. Chris works closely with Ice Miller’s attorneys in Bond Financing, Broadband, Brownfield & Environmental Remediation, Government Law, Municipal Finance, Real Estate and Tax Law to provide true end-to-end strategies for both public and private sector clients. Prior to joining Ice Miller, Chris served as the executive director of the Ohio Tax Credit Authority (Authority) for the Ohio Department of Development (ODOD), a board consisting of the Director of the ODOD and four other members appointed by Ohio’s governor, the speaker of the House of Representatives and the president of the Senate. As executive director of the Authority, Chris was responsible for managing more than $100 million in business tax credit programs annually including Ohio’s flagship business tax credit programs, the Job Creation Tax Credit (JCTC), Job Retention Tax Credit (JRTC) and the Ohio Motion Picture Tax Credit (OMPTC). Chris has a comprehensive understanding of state and local tax credit programs and was instrumental in transitioning Ohio’s JCTC and JRTC programs through major legislative changes, which included a complete overhaul of both long-standing programs from an individual employee-based system to a payroll-based system. Chris also played an integral role with ODOD’s team in structuring the Ohio Motion Picture Tax Credit and served on ODOD’s Insurance Tax Credit Task Force. In August of 2014, Chris was recognized as the only private-sector employee by Columbus Business First as one of “20 People to Know in Government,” given his unique combination of experience in government administration, public sector and private sector economic development consulting. Education Bachelor of Science, Bowling Green State University Master in Business Administration, Ohio University
Biographical Information Stephen K. Hall, JD, LLM, Member, Zaino Hall & Farrin, LLC 41 South High Street, Suite 3600, Columbus, OH 43215 shall@zhftaxlaw.com 614-349-4812 Fax: 614-754-6368 Steve provides state and local tax services, legal business counsel, and lobbying services to clients in multiple states and local jurisdictions. He leads the Firm's Real Estate Tax Practice Group, representing real property owners in valuation matters and exemption matters. He has represented clients in all types of state and local income tax, sales and use tax, excise tax, public utility tax, personal and real property tax, and gross receipts tax matters. Steve’s practice focuses on tax controversy and tax policy at the state and local level, including representation of clients before County Boards of Revision, Local Income Tax Boards of Review, the Ohio Board of Tax Appeals, Ohio state courts, and state and local tax agencies across the country. He also frequently represents clients before Ohio’s General Assembly, the Ohio Department of Taxation, and other state and local government agencies, both in tax controversy and lobbying matters. Earlier in his career, he served as Assistant Counsel to the Ohio Tax Commissioner, where he was a policy and technical advisor to the Tax Commissioner, the Ohio Governor’s Office, and the Ohio Department of Development, while representing the Ohio Department of Taxation before the Ohio General Assembly. He has spent significant time drafting tax legislation and lobbying for the implementation of tax law changes both while in the Tax Commissioner’s office and on behalf of clients while in private law practice Steve is a frequent speaker on technical state and local tax matters, state and local tax policy, and national tax policy matters addressing multistate taxation. He is actively involved in lobbying Ohio's General Assembly and participates in various Ohio Bar Association committees addressing Ohio tax policy and procedure. He is the chair of the Ohio State Bar Association subcommittee on municipal income tax matters. John Werkman, Chief, Business Services Division, Ohio Development Services Agency 77 S. High St., Columbus, OH 43215 614-466-6791 John.Werkman@development.ohio.gov John Werkman joined the Ohio Development Services Agency in February 2014, serving as Manager of Tax Incentives. In January 2018, he was promoted to Assistant Chief of the Business Services Division. In this role, John oversaw the agency tax incentive, grant and loan programs, including the Historic Preservation Tax Credit and Local Government Safety Capital Grant programs. In August 2019, John was promoted to Chief of the Business Services Division. He oversees Ohio’s economic, small business and technology-based development efforts, ensuring quality customer service and accountability. John started his career as an Appeals Attorney with the Ohio Department of Taxation, focusing on corporation franchise tax, personal income tax and pass-through entity tax. His primary responsibilities included managing staff attorneys and drafting final determinations in response to appeals filed by taxpayers throughout Ohio. John is a graduate of Ohio University with a bachelor’s degree in Economics and Political Science. He received his law degree from the University of Toledo College of Law.
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