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 REMARKSCharles Rettig, Institute Chair, Hochman, Salkin, Rettig, Toscher & Perez, PC |
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 LUNCHEONWelcoming Remarks Bruce I. Hochman Award Recipient |
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 |
