Tuesday & Wednesday, January 28‐29, 2020 Hya� Regency Columbus, Columbus, Ohio Workshop Q Ohio Legislative Process … How You Can Help Shape Tax Policy and Your Future Tuesday, January 28, 2020 3:00 p.m. to 4:00 p.m.
Biographical Information Ashley Matthews, Director of Tax, Crane Group Co. 330 W. Spring St, Columbus OH 43215 614-754-3038 amatthews@cranegroup.com Ashley joined Crane Group as Director of Tax in 2017. She is responsible for overall tax strategy for all Crane Group Companies, investments, family and family entities as well as the research, analysis, and structuring of potential business acquisitions from a tax perspective. Ashley is involved the planning and execution of Crane’s various tax positions, ultimately implementing strategies to minimize the overall tax consequences of the company and family. Prior to joining Crane Group, Ashley worked in public accounting. She began her career at Deloitte in 2006 in the real estate tax practice working with commercial real estate development companies and their owners. She then joined Rea & Associates as a Senior Tax Manager in 2015, working with clients across the firm on formation, structure, and transaction planning issues with a focus on partnership taxation. Ashley received her Bachelor of Science from Ohio Dominican University and is a Certified Public Accountant. Debora (Dardinger) McGraw JD, LLM, CPA, Member, Zaino Hall & Farrin LLC 41 South High Street, Suite 3600, Columbus, OH 43215 614-349-4813 Fax: 614-754-6368 dmcgraw@zhftaxlaw.com Deb is a member of the firm's Federal and Multistate Tax Practice Group. Deb has significant experience representing clients in various state and local tax controversies, including settlement negotiations. She also assists clients with a variety of federal income tax issues. Deb has significant experience in conducting refund reviews and in assisting clients with tax planning including implementation by working with various client operational groups. Deb has worked with clients in various industry groups and has developed particular experience in the financial services and utility industries. Prior to joining the firm, Deb was a Director at PricewaterhouseCoopers where she worked for 16 years. Prior to leaving PwC, Deb led the Columbus large company tax practice and served as the lead contact for many Columbus based companies. She assisted clients with a variety of federal and state tax considerations including tax planning, corporate restructurings, federal and state controversy, corporate compliance, financial statement audits, etc. In particular, Deb excels at conducting federal and multi-state refund reviews for clients looking to improve cash flow or review their current tax positions. Deb led PwC's Ohio tax efforts nationally including negotiation of multiple Fortune 100 and 400 company audit settlements. She frequently used her refund review experience as offsets in Ohio and other state audits or to argue alternative positions. Deb handled the legislative analysis for the firm and acted as a national resource for other offices. She drafted updates that were circulated internally and to clients. Deb spoke regularly on client webcasts introducing new Ohio legislation, as well as, on federal and multistate tax considerations for internal PwC trainings. Deb served as the chair of PwC's local Women's Networking Circle for two years and the board for two additional years. The group was aimed at mentoring women in public accounting and providing them networking and support opportunities. She was voted coach of the year for the Ohio-Kentucky-Indiana cluster of PwC in 2009, the first year the award was offered. Deb is a frequent speaker and served as an adjunct professor at Capital University Law School.
Biographical Information M. Anthony Long, Director, Tax & Economic Policy, Ohio Chamber of Commerce 34 South 3rd St., Suite 100, Columbus, OH 43215 614-629-0910 tlong@ohiochamber.com Tony began his tax career at the Ohio Department of Taxation in Columbus, Ohio. Tony worked in the Legal Division under a number of Tax Commissioners and was responsible for administrative hearings, legislative review, and acted as a liaison with the Ohio Attorney General’s Office for review of mediation requests filed with the Board of Tax Appeals. Tony then moved onto Honda of America Mfg., in 2001. Tony worked within the General Counsel office and supported various internal business groups at Honda. As Tony awaits the publication of his 1st children’s book: Tax Policy Analytics for 3rd Graders, he shifted his focus to government relations. Tony now focuses on tax, economic development, transportation, and general economic policy matters for the 9,000 business members of the Ohio Chamber of Commerce. Tony graduated with a B.A. from Mount Union College and received a J.D. from the Toledo College of Law. Gregory M. Saul, Esq., CAE, Director of Tax Policy, The Ohio Society of CPAs 4249 Easton Way, Suite 150, Columbus, OH 43219 614-764-2727 ext 2224 Fax: 614-652-5653 gsaul@ohiocpa.com Greg is a graduate of Capital University Law School (cum laude, 2009) and Knox College (magna cum laude, 2003) with experience in the legal division of the Ohio Auditor of State’s office and at the Ohio Supreme Court. He previously served as Legislative Aide to former state Senate President Pro Tempore Jeff Jacobson from 2003 through 2008. In addition to his attorney license, he holds an Ohio agent’s license for property and casualty insurance, plus life & health insurance, and variable annuities. Prior to joining the Society in 2013, Greg worked at the National Federation of Independent Business (NFIB) as its Member Benefits Program Manager. As OSCPA’s Director of Tax Policy, he is responsible for lobbying state legislators and regulatory officials in the executive branch on tax and general business issues. He is a native of Napoleon who currently resides in Gahanna with his wife, Jennifer. Tim Lynch, Legislative Liaison, Ohio Department of Taxation 30 East Broad Street, Columbus, OH 43215 (614)466-5461 timothy.lynch@tax.state.oh.us Tim Lynch has been a legislative liaison for the Ohio Department of Taxation since February of 2011, and currently serves as the legislative director. Prior to ODT, Mr. Lynch served as a legislative aide in both the Ohio Senate and the Ohio House of Representatives dating back to 2005. While serving as a staff member in the Ohio General Assembly he worked intimately on multiple state transportation and operating budgets. While completing a business degree in Transportation and Logistics at The Ohio State University, he served as an Ohio House of Representatives page.
Biographical Information Adam L. Garn, JD, CPA, MT, Senior Manager, Plante Moran 250 South High Street, Suite 100, Columbus, OH 43215 Adam.Garn@plantemoran.com Direct: 614-222-9200 Adam is an attorney and a certified public accountant. He advises clients on a wide range of multistate tax issues including income and franchise, sales and use, property, business activity, and municipal income taxes. Additionally, Adam has experience in negotiating and obtaining state and local tax incentives throughout the United States. Adam rejoined Plante Moran in 2019. Prior to rejoining Plante Moran, Adam worked in public accounting and at law firms. During law school, he served in positions at the Supreme Court of Ohio and the Ohio Department of Development (now known as Ohio Development Services Agency). He was also a research assistant for Professor Danshera Cords assisting with several articles and the publication, Practice and Procedure in the U.S. Tax Court. Adam is a frequent speaker on various state and local topics including sales and use, commercial activity tax, municipal income tax, and national multistate taxation policy matters. Adam currently serves on the State and Local Tax Committee and Conference Advisory Committee for the Ohio Society of CPAs. Adam is also chair of the Municipal Income Tax Subcommittee for the Ohio State Bar Association. In addition, Adam serves on the Board of Directors and Finance Committee for the Area Development Foundation of Knox County. Adam has also served as an adjunct professor in federal taxation at Franklin University. Lastly, Adam was named an Ohio Rising Star by Super Lawyers for 2019 and 2020. Adam is a graduate of the University of Findlay with a Bachelor of Science in Accounting and received a Master of Taxation and Juris Doctor from Capital University.
Ohio Legislative Process… How YOU Can Shape Tax Policy and Your Future Tuesday, January 28, 2020
Introductions • Ashley Mathews , Director (Tax), Crane Group Co. • Tony Long , Director of Tax and Economic Policy, Ohio Chamber of Commerce • Timothy Lynch , Legislative Director, Ohio Department of Taxation • Greg Saul , Director of Tax Policy, The Ohio Society of CPAs • Adam Garn , Senior Manager, Plante Moran • Debora McGraw , Member, Zaino Hall & Farrin LLC 2
Ohio Legislative Process • Regular meetings with legislators about topics of interest and potential legislation. • A Bill proposing a new law, amendment, or repeal of an existing law is introduced in the Ohio House of Representatives or the Ohio Senate. • The Legislative Service Commission (“LSC”) typically drafts the language. • Each bill must be considered on three separate calendar days, unless two‐ thirds majority vote to suspend the requirement. • Biennial Budget Bill every two years, usually completed by the end of June. Typically contains a variety of technical corrections and tax changes. • Assorted tax provisions may end up in a year end bill or technical corrections bill. 3
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