2017 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

A NEW BEGINNING: APPEALING CALIFORNIA TAX DISPUTES

9:20 – 10:10

MINIMIZING THE EFFECTS OF A DATA BREACH AND IDENTITY THEFT

10:10 – 10:20

REFRESHMENT BREAK

10:20 – 11:00

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

11:00 – 12:00

CAPTURING THE SMALL CAPTIVE INSURANCE COMPANY

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: _____________

Introduction and Presentation of Award: Nathan J. Hochman, Morgan, Lewis & Bockius LLP and Charles Rettig, Institute Chair, Hochman, Salkin, Rettig, Toscher & Perez, PC
Luncheon Speaker: Selvi Stanislaus, Executive Officer, Franchise Tax Board
ANNUAL CHILLIN’ & GRILLIN’ AWARD
Presentation of Award: Ted B. Meyer and Mark Tracht
Recipient: Phil Edwards, Examination Territory Manager, IRS SB/SE.

1:45 – 2:45

EFFECTIVELY RESOLVING AN IRS APPEAL

2:45 – 3:00

REFRESHMENT BREAK

3:00 – 4:00

SHOULD YOUR CANNABIS OR BITCOIN CLIENT CONSIDER TAKING THE FIFTH?

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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