Akron Chapter IMA Event

Bober Markey Fedorovich office (3421 Ridgewood Road – Suite 300, Akron)

January 12, 2010

JOINT LUNCHEON MEETING WITH ASWA

Technical Session

ROSALIND M. EDWARDS, CPA, MT

Senior Tax Manager, CBIZ MHM, LLC and Mayer Hoffman McCann P.C. 

THERESA B. MULLEN, MT

State and Local Tax Leader, Bruner-Cox LLP 

“Federal, State and Local Tax Update” 

Roz Edwards, Senior Tax Manager with CBIZ MHM, LLC, brings more than 30 years of tax experience to clients.  She focuses her practice on providing advisory services to companies in the construction, manufacturing, real estate, and franchise operations, along with individuals and fiduciaries.  Prior to joining CBIZ MHM, Roz was a tax manager at Coopers & Lybrand.  She received a B.S. in Accounting (1979) and a Masters in Taxation (1989) from The University of Akron.   

Her representative experience includes representing businesses and individuals before the IRS and other governmental agencies; diverse tax experience concentrated in trust, partnership, corporate and individual taxation; tax services to local McDonald’s franchisee with over 20 locations; provides advisory services to clients in areas such as domestic production deduction, IRC 263 inventory capitalization, accounting methods, depreciation methods and lives, like kind exchanges, reorganizations, and partnership issues; and manages overall tax planning, compliance, and research for clients. 

Roz’s affiliations include Ohio Society of CPAs, Akron Art Museum (Finance Committee), Akron Tax Club, Cascade Capital Corporation (Trustee, Executive Committee, Audit & Finance Committee Chair), Leadership Akron Alumni Board (Treasurer, Alumni Class 23 graduate), CBIZ Women’s Advantage Northeast Ohio Networking Circle, and American Cancer Society, Summit County (former Board member). 

 Theresa Mullen joined Bruner-Cox LLP in 2004.  A graduate of Michigan State University, she earned her BA degree in Accounting and a Master of Taxation degree from The University of Akron.  Theresa joined Bruner-Cox LLP with 10 years of tax and accounting experience.  Prior to that, she worked for a “Big 4” firm, specializing in providing tax compliance and state & local consulting services to a large, international Fortune 500 company.  She is a member of Bruner-Cox’s Manufacturing and Wholesale-Distribution Services Group and the Construction and Real Estate Services Group. 

As State & Local Tax Leader, Theresa works with clients regarding various state & local tax issues, including acting as a liaison between clients and state representatives and reviewing client’s eligibility for state tax incentives to ensure they are capitalizing on all possible state tax minimization strategies.   

Theresa serves on the Canton Regional Chamber Economic Development Committee, the State & Local Tax Committee, the Ohio Prosperity Project, and the Brain Gain Focus Group.  She is Vice Chairman of the Jackson Belden Chamber Legislative Committee, member of the Akron Chamber of Commerce Government Committee, and the Ohio Chamber of Commerce Taxation Committee.  She also serves as president for the St. Michael’s School Advisory Board, and is a Junior Achievement volunteer.