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Virtual

Annual Income Tax Seminar 2024

Date: July 26, 2024

Time: 8 a.m. – 1:45 p.m. PT

CPE: 6

Overview

This virtual conference will provide comprehensive insights into critical topics shaping the world of taxation, tailored for tax professionals, CPAs, attorneys, and financial advisors seeking to stay at the forefront of the industry. Don't miss this opportunity to expand your knowledge and gain practical insights from our expert speakers.

The Annual Income Tax Seminar is a collaboration of CalCPA and the California Lawyers Association Taxation Section.

Please note, agenda and/or speakers are subject to change.

Product Code
1000003234
Credit Type
CPE: 6
CPE-Technical: 6
MCLE: 5
Format
Virtual
Intended Audience
CPAs, attorneys, and other tax practitioners.
NASBA Field of Study
Taxes
Level of Difficulty
Update

Agenda

Welcome Remarks

New Enforcement Considerations
This session will cover the impacts of non-compliance, responding to IRS subpoenas, and recent penalty changes. Explore the implications of 6751(b), updates on ERC issues, and the process of participating in voluntary disclosure. Learn about amending tax returns, new provisions in H.R. 7024, and best practices for tax preparers to stay compliant and proactive.
Speaker(s)
Jefferson Chen Cory James Stigile Betty J Williams Roy Chaney

Practice Tips for Information Reporting
Stay ahead with the latest updates on 1099-K and 1099-DA (digital asset) forms. Learn why 1099s may not appear accurate and how to reconcile discrepancies, address 1099-K TPSO status, and utilize IRIS to avoid CP2000 notices. Expand your knowledge and enhance your practice with practical tips from industry experts.
Speaker(s)
David Muradyan
Philipp Behrendt Annette Nellen Phil Gaudiano Wendy Walker

Break

R&D Insights
This session will provide insights into potential legislative changes and the implications of omnibus conformity. Stay informed and ahead of the curve with expert analysis and practical guidance on navigating these critical topics in the world of taxation.
Speaker(s)
Kathyrn A Meyer
Jason Riley Tony Coughlan Melody S Thornton

Lunch Break

State Taxation of Remote Employees and Those Working Out-of-State Temporarily
Gain practical guidance and insights from our expert speakers as they discuss the requirements for employers to register in states where remote workers reside, along with the responsibilities of tracking employee locations for tax and other obligations. Learn about state income tax rules for employees temporarily working out-of-state and how to accurately report multi-state wages on W-2 forms.
Speaker(s)
Alisa Pinarbasi
Shail Shah Oksana Jaffe Ellen Swain

Faculty

Philipp Behrendt

Philipp Behrendt is an Associate at Hochman Salkin Toscher Perez P.C., licensed in California as well as in Germany and assists in advising clients in civil and criminal tax controversies as well as international money laundering investigations stemming from tax avoidance structures. He also focuses on the technical aspects involved in advising voluntary disclosures in connection with DeFis, NFTs, and other crypto assets.

More about Philipp Behrendt

Roy Chaney

Roy Chaney. Roy is a Sr. Stakeholder Liaison within the Communication & Liaison DivisionRoy services the greater Los Angeles area. He has a Bachelor of Science degree in Business Administration from the University of San Francisco. Roy brings over 34 years of IRS experience to the Stakeholder Liaison role by way of prior positions in Customer Service, Exam, Offer in Compromise, and Field Collection.

More about Roy Chaney

Jefferson Chen

Jefferson Chen is a tax director in the Costa Mesa office of Marcum LLP. With an extensive background in the field of taxation and Big 4 tax experience, Mr. Chen’s focus lies in navigating complex tax strategies that maximize tax savings and wealth preservation while mitigating potential risks. He specializes in tax compliance, consulting, and controversy for high-net-worth individuals, private equity funds, hedge funds, real estate funds, fun...

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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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Phil Gaudiano

Phil, a licensed CPA in Ohio and Virginia, holds a Master of Accountancy (MAcc) with a taxation focus from Cleveland State University. His diverse career spans public accounting at Novogradac & Company, LLP, and tax departments of large, publicly-traded corporations. As a member of the Virginia Society of CPAs and the National Association of Tax Professionals, Phil brings a wealth of experience to his independent practice.Specializing in small...

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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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Kathyrn A Meyer

David Muradyan

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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Alisa Pinarbasi

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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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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Wendy Walker

As a solution principal for Sovos, Wendy Walker uses her market expertise to create and implement product and solution strategies that help customers meet the demands of a constantly changing regulatory environment. Since joining Sovos, Wendy has helped lead the go-to-market strategy focused on growing the Tax & Regulatory Reporting line of business.Customers and partners spanning many industries including financial institutions and insurers, ...

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Betty J Williams

Betty Williams has a broad range of experience in civil and criminal tax matters, including IRS, FTB, CDTFA, BOE, and EDD audits, appeals, settlements, and litigation of income tax, employment tax, sales and use tax, and excise tax matters. She has defended criminal tax matters and negotiated plea agreements in areas such as structuring, tax evasion, and the failure to file a tax return. She has assisted many clients in the U.S. and abroad wit...

More about Betty J Williams

Annual Income Tax Seminar 2024

Overview

Product Code

Credit Type

Format

Intended Audience

NASBA Field of Study

Level of Difficulty

Agenda

8 – 8:01 a.m. PT

Welcome Remarks

8:01 – 9:15 a.m. PT

New Enforcement Considerations

Speaker(s)

9:15 – 10:30 a.m. PT

Practice Tips for Information Reporting

Speaker(s)

10:30 – 10:45 a.m. PT

Break

10:45 a.m. – 12 p.m. PT

R&D Insights

Speaker(s)

12 – 12:30 p.m. PT

Lunch Break

12:30 – 1:45 p.m. PT

State Taxation of Remote Employees and Those Working Out-of-State Temporarily

Speaker(s)

Faculty