Virtual
2023 Annual Income Tax Seminar
Date: July 28, 2023
Time: 8 a.m. – 2:20 p.m. PT
CPE: 6
Overview
Join us on July 28, 2023, for the Annual Income Tax Seminar, a virtual conference that will provide comprehensive insights into critical topics shaping the world of taxation. This event is tailored for tax professionals, CPAs, attorneys, and financial advisors seeking to stay at the forefront of the industry.
Key topics include:
- Assisting Individuals with Unreported or Misreported Crypto Transactions
- Cautions to Exercise When Claiming Tax Incentives
- When Does a Service Provider Have Income Tax Obligations in Other States
- Section 174
Don't miss this opportunity to expand your knowledge and gain practical insights from our expert speakers. Register now and stay ahead in the ever-evolving landscape of income taxation.
The Annual Income Tax Seminar is a collaboration of CalCPA and the California Lawyers Association Taxation Section.
Product Code
1000002396
Credit Type
CPE: 6CPE-Technical: 6MCLE: 5Format
Virtual
Intended Audience
CPAs, attorneys, and other tax practitioners.
NASBA Field of Study
Taxes
Level of Difficulty
Update
Agenda
8 – 8:05 a.m. PT
Welcome
8:05 – 9:25 a.m. PT
How to Help an Individuals with Unreported or Misreported Crypto Transactions
- Gain practical strategies to help individuals navigate the complexities of unreported or misreported crypto transactions.
- Learn about the importance of accurate recordkeeping and methods to address potential issues effectively.
Speaker(s)
Annette NellenEvan John DavisYu-Ting Wang
9:25 – 10:40 a.m. PT
Tax Incentive Claims: Considerations When Filing, and Recognizing Risks
- Explore common pitfalls and challenges encountered when claiming tax incentives.
- Understand the due diligence required to ensure compliance while maximizing tax benefits.
Speaker(s)
Carolyn Smith DriscollDuncan Baker WillMelody S Thornton
10:40 – 10:50 a.m. PT
Break
10:50 a.m. – 12:05 p.m. PT
When Does a Non-Resident Have California Income Tax Obligations
- Unravel the complexities of income tax obligations for service providers operating across multiple states.
- Review key rules and regulations governing sourcing, residency, nexus, and unitary principles.
Speaker(s)
Ellen SwainShail ShahOksana JaffeGrace Power
12:05 – 1:05 p.m. PT
Lunch
1:05 – 2:20 p.m. PT
R&D Credit Hot Topic and California Considerations
- Dive into the intricacies of Section 174 and its implications for research and development (R&D) tax benefits.
- Understand the changes brought by recent legislation and their impact on R&D calculations and recordkeeping.
Speaker(s)
Peter HendersonTony CoughlanCory James StigileJason Riley
Faculty
Tony Coughlan
Tony has more than 25 years of experience in tax planning, tax controversy, and tax policy, including 10 years on the U.S. Senate Finance Committee staff as senior tax counsel. He has extensive experience in the Section 41 research credit, the Section 174 R&E deduction, international tax, payroll tax, real estate tax, and statutory construction. During his time with the Senate Finance Committee, he advised on corporate and international tax le...
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Evan John Davis
Evan J. Davis is a principal at Hochman Salkin Toscher Perez P.C. Before joining the firm in 2016, Evan spent nearly 20 years with the US Department of Justice. He was a civil trial attorney with the Department of Justice Tax Division, Assistant U.S. Attorney in the Tax Division of the U.S. Attorney’s Office in Los Angeles, handling civil and criminal tax cases and, subsequently, a criminal AUSA in the USAO’s Major Frauds Section handling whit...
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Peter Henderson
Peter has worked in public accounting since 2008. He specializes in federal and state R&D tax credit incentives. Peter has extensive experience in mechanical and high-tech industries, including: aerospace, defense, space-tech, automotive, manufacturing, and hardware and software development. Peter has degrees in both engineering and accounting. Prior to joining Moss Adams, Peter spent a number of years performing R&D tax credit studies at a Bi...
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Oksana Jaffe
Oksana Jaffe, Managing Director at KPMG, State and Local Tax, advises clients on California’s tax laws, focusing on income and franchise taxes, including market-based sourcing rules, unity, nexus, and apportionment issues. Before joining KPMG, she served as Chief Consultant to the California Assembly Committee on Revenue and Taxation. Ms. Jaffe represented the Committee on Revenue and Taxation as an advisor to the Franchise Tax Board, the Stat...
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Annette Nellen
Annette Nellen is a professor in and director of San José State University's graduate tax program (MST), teaching courses in tax research, accounting methods, property transactions, employment tax, ethics, and tax policy. Annette is active in the tax sections of the AICPA (including as a former chair of the Tax Executive Committee), ABA and California Lawyers Association. In 2020-2021, she served on the AICPA-NASBA CPA Evolution Education Advi...
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Grace Power
Grace Power is an attorney within the Multistate Tax Bureau at the Franchise Tax Board, where she hasbeen since 2018. In that role, Grace works docketed protests and appeals before the Office of TaxAppeals with issues involving apportionment and allocation under California's UDITPA provisions. Priorto joining the Franchise Tax Board, Grace graduated from Golden Gate University, School of Law withher J.D., an LL.M. in Taxation, and an LL.M. in ...
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Jason Riley
Jason Riley is a Tax Counsel IV with eighteen years of experience with the California Franchise Tax Board.Prior to FTB he worked as a snowboard manufacturer; a track laborer on the DM&IR railroad; a chemistfor 3M Orthopedics; a NGO volunteer in Honduras; a food chemist for Pillsbury; and an attorney for thefederal government. He received Bachelor of Science degrees in chemistry and biochemistry from theUniversity of Minnesota, and a law degree...
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Shail Shah
Shail Shah has been helping clients address California tax problems for more than 15 years. His clients range from Fortune 25 companies to high-net-worth individuals. He focuses his practice on complex California tax planning and representation in front of the California Franchise Tax Board (FTB), California Department of Taxation and Fee Administration (CDTFA), Office of Tax Appeals (OTA), Board of Equalization (BOE), and various administrati...
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Carolyn Smith Driscoll
Carolyn is a director in Cherry Bekaert’s Tax Credits and Incentives Advisory practice. She is responsible for sales, project management and technical expertise. Carolyn’s focus in on state and federal research and development tax credits, employee retention credits, cost segregation studies as well as a variety of energy incentives. She also participates in tax controversy at both the federal and state levels.Carolyn’s primary focus is to sav...
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Cory James Stigile
Cory Stigile is an attorney at Hochman Salkin Toscher & Perez.
He specializes in tax controversies as well as tax, business, international tax. His representation includes Federal and state civil and criminal tax controversy matters and tax litigation, including sensitive tax-related examinations and investigations for individuals, business enterprises, partnerships, limited liability companies, and corporations. His practice also includes co...
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Ellen Swain
Ellen Swain received her LL.M in taxation from the University of San Francisco Law School, during which time she externed for the Internal Revenue Service. In addition to working for the Franchise Tax Board for the last four year, she has previously worked for the Office of Tax Appeals, as a Special Assistant United States Attorney for the United States Department of Justice, and an Assistant Professor of Law. Her favorite place to spend her f...
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Melody S Thornton
Melody Thornton is a former CohnReznik (J.H. Cohn) partner with more than 20 years of experience in public accounting. As an expert in tax consulting for public and private sector companies, she has serviced a variety of domestic industries including technology, software, internet business solutions, biotechnology, light manufacturing, and distribution. For the past three years she has enjoyed focusing her energies helping individuals and busi...
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Yu-Ting Wang
With more than 20 years of experience in public accounting, Yu-Ting serves and advises a variety of clients. She specializes in cryptocurrency and digital assets tax consultation. She works with closely held businesses and their owners for income tax planning and compliance to maximize their tax efficiency and minimize their tax filing stress. She is currently serving as Vice Chair of the AICPA Virtual Currency Task Force, and also a member of...
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Duncan Baker Will
Duncan B. Will, CPA/ABV/CFF, CFE — Loss Prevention Director/Accounting & Auditing SpecialistMr. Will leverages his more than 40 years of experience in accounting, including public accounting, forensic accounting, consulting, and audit and tax compliance, to deliver to policyholders the high-touch, high-quality CAMICO experience. He works closely with the Loss Prevention Specialists to manage the department’s efforts to deliver policyholder ser...
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