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.
2018 Message from the Conference Chair
“For THIRTY-FOUR YEARS the Annual Tax Controversy Conference has been among the preeminent tax conferences in the United States exclusively dedicated to tax controversy and tax litigation! The conference enjoys national recognition in the field of tax controversy, representing a true partnership among members of the tax judiciary, government, and private tax practitioners. This year, I am honored and privileged to serve as Chair of The Annual Tax Controversy Conference! (more)
–Steven Toscher, Esq., Conference Chair
2019 Conference Agenda
|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
|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)
Judy McNamara, Director of Field Operations
Gloria Sullivan, Director Western Compliance
Practice Area in LB&I Division
Paul Zamolo, IRS Counsel (Invited)
|9:40 – 10:30||The Taxpayer First Act – The Impact on IRS Appeals and Tax Enforcement||Dennis Brager, Esq. (Moderator)
Barbara Kaplan, Esq.
Fred Ferrarin, Esq., Appeals Team Manager
Shelley Foster, Director Examination Appeals
|10:30 – 10:45||BREAK|
|10:45 – 11:35||The Partnership Examination Process – It’s a New World||Steve Mather, Esq. (Moderator)
Maria B. Dolan – IRS Executive Assistant, Technical
Stephen J. Turanchik, Esq.
Chris Campbell, Esq.
|11:35 – 12:25||Emerging Issues Before the United States Tax Court||A. Lavar Taylor, Esq. (Moderator)
Judge Mary Ann Cohen, United States Tax Court
G. Michelle Ferreira, Esq.
Steven Jager, CPA
|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
Introduction – Avram Salkin
|2:15 – 3:05||International Enforcement – What’s Old, What’s New and What We Can Expect||Frank Agostino, Esq. (Moderator)
Carolyn Schenck, IRS Counsel (Invited)
Caroline Ciraolo, Eq.
|3:05 – 3:25||Afternoon Keynote – A View from the Chief Counsel’s Office||Michael Desmond, IRS Chief Counsel
Introduction — Chad Nardiello, Esq.
|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)
Darren Guillot, Deputy Commissioner for Collection and Operations
Ronson J. Shamoun, Esq.
Joseph A. Broyles, Esq.
|4:35 – 5:35||IRS Criminal Investigations – The Use of Big Data and Deterrence to Achieve Voluntary Compliance||Sandra R. Brown, Esq. (Moderator)
Nathan J. Hochman, Esq.,
Ryan L. Korner, Special Agent in Charge, IRS CI
Bryan C. Skarlatos, Esq.
Jean Song, Area Counsel, IRS Office of Chief Counsel
Marty Schainbaum, Esq.
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.
- 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
Accountants, CPAs, & Enrolled Agents
Tax and Corporate Professionals
Accounting/Tax & Law Students