36th Annual Tax Controversy Institute

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The Annual Tax Controversy Institute is the preeminent conference in the United States dedicated to tax controversy and tax litigation. Designed for attorneys, accountants, and business and corporate professionals.

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Why you should attend.

Discuss and debate the procedures, policies, and strategies that are involved in resolving difficult tax controversy issues
Luncheon keynote address by Charles P. Rettig, 49th Commissioner of the IRS
Network and learn from tax practitioners, federal government representatives, judiciary, and private practice experts
Participate from the comfort of your home or office. This year's conference will be presented virutally.

About this course:

This one-day conference brings together sophisticated tax practitioners from the federal government, judiciary, and private practice to discuss and debate the procedures, policies, and strategies that are involved in resolving difficult tax controversy issues. The Institute's continued success is structured around extremely high-quality practical presentations by sophisticated government and private practitioners from throughout the country who enjoy an open discussion of sometimes sensitive practice issues with the audience. Our responsibilities to tax administration and to the profession dictate an ongoing, strong commitment to this annual Institute.

Join us online.

To keep everyone safe and healthy, we are pleased to announce that this year’s Tax Controversy Conference will be held virtually using Zoom.

Date
Tuesday, October 20, 2020

Time
9am–3:30pm PT

Attendees
This conference is ideal for tax attorneys, accountants, CPA's, enrolled agents, financial advisors, and other tax professionals. Accounting, tax, and law students are also encouraged to attend.

Registration Fee
$100

Discounts available for IRS employees, students, instructors, CalCPA, NAEA, and FPA members.

View Conference Agenda

9:00 A.M.

Opening Remarks

Roger Torneden, Director of Business, Management and Legal Programs, UCLA Extension
Steven Toscher, Esq., Institute Chair; Hochman Salkin Toscher Perez, P.C.

❧

9:15–9:45 A.M.

Plenary Session
A Conversation with the New Chief of the IRS Criminal Investigation Division

James Lee, Deputy Chief at Internal Revenue Service, Criminal Investigation

❧

9:50–10:50 A.M.

Breakout Session
Employment Tax Enforcement: How AB-5 Has Changed the Employment Tax World

Our panel will explore current trends in federal and state employment tax enforcement, and techniques to challenge and mitigate employer liability.

Moderated by Dennis Perez, Esq., Principal, Hochman Salkin Toscher & Perez, P.C.

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Breakout Session
Handling the Case of the High Income Non-Filer: What to do… What to do?

The IRS has launched a major initiative to locate, investigate, and in some cases, prosecute those who chose not to file their federal income tax returns. Join a panel of seasoned practitioners and IRS officials on the new high income non-filer program and what steps practitioners should take to assist their clients, including the use of voluntary disclosures.

Moderated by Larry Campagna

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11 A.M.–12 P.M.

Breakout Session
Handling Your Tax Court Matter in the COVID-19 Environment

Our panel will discuss the new procedures that have been implemented by the United States Tax Court and the best practices to follow for trials and other proceedings in light of COVID-19.

Moderated by Lavar Taylor, Law Offices of Lavar Taylor

—

Breakout Session
The Tax Problems Caused by COVID-19 and the Best Practices to Handle Them

A panel of private practioners and government representatives will explore the tax administration challenges caused by the pandemic and the best solutions.

Moderated by Dennis Brager

❧

12:10–1:15 PM

Lunch and Awards

Keynote speaker, Charles P. Rettig, 49th Commissioner of the IRS
Presentation of Bruce I. Hochman Award & Chiillin and Grillin Award
Update on Vets Count Scholarship Fund
Writing Competition

❧

1:15–2:15 P.M.

Breakout Session
Handling the Cannabis Tax Examination—What is Different and What is Not

Our panel of experts will discuss the issues that arise in a cannabis examination by the IRS or California State taxing authorities and what to watch for.

Moderated by Jonathan Kalinski

—

Breakout Session
LB&I’s New High Wealth Examinations-Is there Really Gold in Them Hills

A panel of IRS officials and private practitioners will preview what it in store for taxpayers who won the lottery and are examined under the IRS new high wealth examination program.

Moderated by Michel Stein

❧

2:15–3:30 P.M.

Plenary Session
What Every Practitioner Needs to Know to Protect Their Clients and Themselves From Civil Fraud Penalties and Criminal Investigations

Our panel will discuss the IRS new emphasis on fraud investigations and referrals from the operating divisions, the use of data analytics in criminal tax enforcement and what we can expect from the Criminal Investigation Division when the case ends up in their hands.

Moderated by Sandra Brown

❧

3:30 P.M.

Closing Remarks and Virtual Cocktail Party

The Annual Tax Controversy Conference at UCLA Extension has become the premier tax controversy program in the United States, where practitioners and government officials learn from each other in a collegial setting.

Steven Toscher, Esq.

Conference Chair; Hochman Salkin Toscher Perez, P.C.

Accounting & Taxation at UCLA Extension

UCLA Extension’s highly-regarded accounting, taxation, internal audit, and enrolled agent programs are designed to provide the knowledge and skills needed to stay ahead in today’s competitive job market. Enhance your career with continuing education courses, professional certificates, exam review programs, seminars, and more.

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