35th Annual Tax Controversy Conference

 

 

The Annual Tax Controversy Conference is the preeminent conference exclusively dedicated to tax controversy and tax litigation. The conference provides an open forum for distinguished presenters and panelists to discuss, and often debate, sensitive tax practice issues with an engaged audience.

 

Message from the Chair

 

“For THIRTY-FIVE YEARS the Annual Tax Controversy Institute has been among the preeminent tax conferences in the United States exclusively dedicated to tax controversy and tax litigation.  This year, I am again honored and privileged to serve as Chair of The Annual Tax Controversy Institute.” (more)

Steven Toscher, Esq., Institute Chair

 

 

 

 

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The Tax Controversy Conference was recently featured in the Journal of Tax Practice & Procedure. Click here to view the special issue!


 

2019 Conference Agenda

 

Time Program Panelists
8:20 – 8:30 Opening Remarks Roger Torneden, Director of Business, Management and Legal Programs, UCLA Extension

Steven Toscher, Esq. Institute Chair, Hochman Salkin Toscher Perez, P.C.

8:30 – 8:50 Morning Keynote–The Future of SBSE in Tax Enforcement Eric Hylton, SBSE Commissioner

Introduction—Mark Tracht, Exam Territory Manager, Southwest Area, Small Business/Self-Employed, Internal Revenue Service

8:50 – 9:40 The Growing Role of LB&I in Tax Enforcement—From Campaigns to Examinations—What Can we Expect Dennis Perez, Esq. (Moderator), Principal, Hochman Salkin Toscher & Perez, P.C., Beverly Hills, CA

Helen Hubbard, Associate Chief Counsel, Financial Institutions & Products

Judy McNamara, Director of Field Operations, International Individual Compliance

Gloria Sullivan, Director Western Compliance Practice Area in LB&I Division

Paul Zamolo, IRS Counsel

Introductions–

9:40 – 10:30 The Taxpayer First Act – The Impact on IRS Appeals and Tax Enforcement Dennis Brager, Esq. (Moderator), Brager Tax Law Group

Barbara Kaplan, Esq., Greenberg Traurig, LLP

Fred Ferrarin, Esq., Appeals Team Manager

Shelley Foster, Director Examination Appeals

Introductions–

10:30 – 10:45 BREAK
10:45 – 11:35 The Partnership Examination Process – It’s a New World Steve Mather, Esq. (Moderator), Mather Turanchik
Maria B. Dolan – IRS Executive Assistant, TechnicalStephen J. Turanchik, Esq., Attorney, Paul Hastings LLPChris Campbell, Esq., Principal, Deloitte Tax LLPIntroductions-
11:35 – 12:25 Emerging Issues Before the United States Tax Court A. Lavar Taylor, Esq. (Moderator), Law Offices of A. Lavar Taylor, LLP

Hon. Mary Ann Cohen, Judge, United States Tax Court

Hans Famularo, Esq., Associate Area Counsel, SB/SE, IRS Office of Chief Counsel

G. Michelle Ferreira, Esq., Co-Managing Shareholder, Greenberg Traurig, LLP

Steven Jager, CPA, Partner, Fineman West & Company, LLP

Introductions-

12:25 – 2:15 Bruce I. Hochman Lunch Bruce I. Hochman Award Presentation

Chillin’ & Grillin’ Award

Keynote by IRS Commissioner

Charles P. Rettig

Bryan C.Skarlatos, Esq. Recipient, Partner, Kostelanetz & Fink, LLP

Introduction – Avram Salkin, Principal, Hochman Salkin Toscher & Perez, P.C.

2:15 – 3:05 International Enforcement – What’s Old, What’s New and What We Can Expect Frank Agostino, Esq. (Moderator), Principal, Agostino & Associates, PC

Carolyn Schenck, Assistant Division Counsel (International) SB/SE

Igor Drabkin, Principal, Holtz Slavett & Drabkin

Caroline Ciraolo, Esq., Kostelanetz & Fink, LLP

James Lee, Deputy Chief of CI, IRS

Introductions–

3:05 – 3:25 Afternoon Keynote – A View from the Chief Counsel’s Office Michael Desmond, IRS Chief Counsel

Introduction —  Chad Nardiello, Esq., Shareholder, Nardiello Law Firm, PC

3:25 – 3:45 BREAK
3:45 – 4:35 I Want My Passport Back – The Current State and Trends in IRS Collection David Lee Rice, Esq. (Moderator), David Lee Rice, APLC

Darren Guillot, Deputy Commissioner for Collection   and Operations

Ronson J. Shamoun, Esq., CEO & Principal, RJS Law

Joseph A. Broyles, Esq., Principal, The Law Offices of Joseph A. Broyles, Inc.

Introductions –

4:35 – 5:35 IRS Criminal Investigations – The Use of Big Data and Deterrence to Achieve Voluntary Compliance Sandra R. Brown, Esq. (Moderator), Hochman Salkin Toscher & Perez, P.C.

Nathan J. Hochman, Esq., Partner, Browne George Ross LLP

Ryan L. Korner, Special Agent in Charge, IRS CI

Bryan C. Skarlatos, Esq., Partner, Kostelanetz & Fink, LLP

Jean Song, Area Counsel, IRS Office of Chief Counsel

Marty Schainbaum, Esq., Martin A. Schainbaum, APLC

Introductions –

5:35 RECEPTION

 


A True Partnership in Learning

The Annual Tax Controversy Conference has gained unparalleled national recognition in the field of tax controversy, representing a true partnership among members of the tax judiciary, government, and private tax practitioners.

During the day-long conference, attendees have the opportunity to network with leading tax professionals and IRS representatives.

 


Conference Highlights

  • Attend high-quality keynote presentations and panel discussions to learn the latest trends and practices surrounding tax controversy issues
  • Convenient, day-long format held at the prestigious Beverly Hills Hotel that includes continental breakfast and evening reception
  • Annual Bruce I. Hochman Award Luncheon
  • In partnership with CalCPA, this conference is also available as a Webcast.
  • Conference fee discounts for CalCPA, NAEA, and FPA members as well as employer group discounts
  • Available MCLE, CPE, and Legal Specialist Educational Credit in Taxation Law

 


Who Will Attend

Tax Attorneys
Accountants, CPAs, & Enrolled Agents
Financial Advisors
Tax and Corporate Professionals
Accounting/Tax & Law Students

 


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