2016 Program Agenda

IMG_6940 The Annual Tax Controversy Institute provides an open forum for distinguished presenters and panelists to discuss, and debate, sometimes sensitive tax practice issues with an engaged audience. Highly regarded as a premiere annual industry event, the conference includes among its attendees leading tax attorneys, CPAs, financial professionals, and representatives from the IRS. We also welcome many of UCLA Extension instructors and students.

The 2016 Tax Controversy Institute will be held at the prestigious Beverly Hills Hotel in Beverly Hill, California. Registration and continental breakfast begin at 7:30am, with the conference program officially starting at 8:20am. An evening reception will be held at 5:00pm, immediately following the final panel presentation.

 

Program At-A-Glance

Click here to view full agenda, including speakers and session descriptions. Please check back periodically for updates.

7:30 – 8:20

REGISTRATION & CONTINENTAL BREAKFAST

8:20 – 8:30

WELCOME & OPENING REMARKS

Charles Rettig, Institute Chair, Hochman, Salkin, Rettig, Toscher & Perez, PC
Wayne Smutz, PhD, Dean, UCLA Extension

8:30 – 9:20

COMMUNITY PROPERTY PART 1: THE RULES AND THEIR IMPACT ON INCOME TAX AND ESTATE TAX RETURN REPORTING.

9:20 – 10:10

COMMUNITY PROPERTY PART 2:  HOW DO COMMUNITY PROPERTY RULES AFFECT COLLECTION OF TAXES?

10:10 – 10:20

REFRESHMENT BREAK

10:20 – 11:00

MARY BETH MURPHY, COMMISSIONER, IRS SMALL BUSINESS / SELF EMPLOYED DIVISION

11:00 – 12:00

CALIFORNIA’S CANNABIS INDUSTRY – CONFLICTS, CONTROVERSIES & OPPORTUNITIES

12:00 – 1:35

ANNUAL BRUCE I. HOCHMAN AWARD LUNCHEON

Welcoming Remarks
Roger TornedenDirector, Business, Management, & Legal Programs, UCLA Extension

Bruce I. Hochman Award Recipient
Award Recipient: Frank Agostino, Agostino & Associates, Hackensack, NJ
Introduction and Presentation of Award: Nathan J. Hochman, Morgan, Lewis & Bockius LLP and Charles Rettig, Institute Chair, Hochman, Salkin, Rettig, Toscher & Perez, PC

Annual Chillin’ & Grillin’ Award
Presentation of Award: Ted B. Meyer and Mark Tracht

Luncheon Keynote Speaker
Caroline Ciraolo, Principal Deputy Assistant Attorney General, Tax Division, U.S. Department of Justice

1:45 – 2:45

ESTATE AND GIFT TAX AUDITS AND APPEALS:  WHAT YOU NEED TO KNOW

2:45 – 3:00

REFRESHMENT BREAK

3:00 – 4:00

UNANTICIPATED CONSEQUENCES OF LATE FILING, AMENDED RETURN FILINGS AND QUIET VOLUNTARY DISCLOSURES AND BEST PRACTICES FOR PENALTY MITIGATION

4:00 – 5:00

ALL IN – THE “DO’S AND DON’TS” IMPACTING THE CIVIL TAX TRIAL OR CRIMINAL PROSECUTION

5:00

EVENING RECEPTION

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