37th Annual Tax Controversy Institute

MGMT 895.21

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
  • Network and learn from tax practitioners, federal government representatives, judiciary, and private practice experts

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!

ballroom

Date
Thursday, October 21, 2021

Time
8:30am–5:30pm PT

Location
Livestream via Zoom

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.

 

Keynote Speaker

Charles P. Rettig speaking from a podium

Charles P. Rettig, 49th Commissioner of the IRS

As Commissioner, Mr. Rettig presides over the nation’s tax system, which collects approximately $3.4 trillion in tax revenue each year. This revenue funds most government operations and public services. Mr. Rettig manages an agency of about 80,000 employees and a budget of approximately $11 billion.

In leading the IRS, Mr. Rettig is focused on improving service to the nation’s taxpayers, balancing appropriate enforcement of the nation’s tax laws while respecting taxpayer rights. 

8:30 A.M.

Event Opens

8:45 A.M.

Opening Remarks

Roger Torneden, Director of Business, Management and Legal Programs, UCLA Extension

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

9:15–10:00 A.M.

California Residency & Remote Work; You Can Check Out But Do You Also Need to Leave?

Moderated by Betty Williams 

10:00-11:00 A.M.

IRS Collection in the 21st Century  

Moderated by Dennis Brager

11:00-11:55 A.M.

The Post-Covid IRS Examination Division- What Should We All Expect 

Moderated by G. Michelle Ferreira

12:05–1:15 PM  

Lunch, Awards and Keynote Address

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

Afternoon Breakout Sessions

1:15–2:15 P.M.

FBAR and Penalty Litigation, Collection and VDP

Moderated by Dennis Perez

2:15-3:30 P.M.

IRS Promoter, Enforcement Actions, Penalties 

Moderated by Chad Nardiello 

3:30-4:30 P.M.

In Search of Virtual Currency

Moderated by Michel Stein

4:30-5:30 P.M.

From Eggshells to Fried Eggs- Getting Ready for the New Fraud Frontier

Moderated by Sandra R. Brown

5:30 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 Co-Chair; Hochman Salkin Toscher Perez, P.C.
Steven Toscher

Registration

To register, click the yellow 'Enroll' button below and follow the prompts to checkout. 

The registration fee is $345. Discounts are available for IRS employees, students, instructors, CalCPA, NAEA, and FPA members. Please contact us for more details.

Note: Due to COVID-19, this conference has been converted to a virtual event. If you registered prior to September 30, contact us for more information.

 

 

 

Become a Sponsor

For information on becoming a sponsor, visit our sponsor page or contact Joshua Aguilar at jaguilar@uclaextension.edu

Panel of speakers at 2019 TaxCon

This year’s Institute will continue the tradition of providing high-quality practical presentations by distinguished government and private practitioners from throughout the United States who enjoy an open discussion of sometimes sensitive practice issues with the audience. 

Sandra R. Brown, Esq.
Conference Co-Chair; Hochman Salkin Toscher Perez, P.C.
Sandra R. Brown

Annual Bruce I. Hochman Award

The distinguished personal and professional achievements of Bruce Hochman have been permanently honored through the Annual Bruce I. Hochman Award. 

Bruce Hochman, a leading attorney for over 40 years specializing in civil and criminal tax law litigation, was also a generous philanthropist and dynamic leader of various civic organizations.

The Award was established to be presented each year at the Tax Controversy Institute to an individual who demonstrates outstanding proficiency in the field of tax law and best exemplifies the principles that personified Mr. Hochman. Selected each year by the Planning Committee for the UCLA Extension’s Annual Tax Controversy Institute, the Award is presented during the Annual Bruce I. Hochman Award Luncheon.

2020
Larry Campagna, Chamberlain, Hrdlicka, White, Williams & Aughtry, P.C., Houston, TX

2019
Bryan C. Skarlatos, Kostelanetz & Fink, LLP, New York, NY

2018
Avram Salkin, Hochman, Salkin, Toscher & Perez, PC, Beverly Hills, CA

2017
Miles D. Friedman, (former) Associate Area Counsel, Internal Revenue Service, Laguna Niguel

2016
Frank Agostino, Agostino & Associates, Hackensack, NJ

2015
Karen L. Hawkins, Former Director, IRS Office of Professional Responsibility, Washington, D.C.

2014
Steve Sims, Taxpayers’ Rights Advocate, Franchise Tax Board, Rancho Cordova, CA

2013
Elliott Kajan (deceased), Kajan Mather & Barish

2012
Ted Meyer, Examination Territory Manager Los Angeles, Area 7, Small Business/ Self- Employed Division Internal Revenue Service

2011
Jerry Feffer, formerly of Williams & Connolly, LLP, Washington, DC

2010
William Taggart, Law Offices of William E. Taggart Jr., Professional Corporation, Oakland, CA

2009
Martin A. Schainbaum, Law offices of Martin A. Schainbaum, San Francisco, CA

2008
Sidney Machtinger, Greenberg Glusker, Los Angeles, CA

2007
Mary Ann Cohen, Judge, United States Tax Court, Washington D.C.

2006
Cono Namorato, Caplin & Drysdale Chartered, Washington D.C., formerly Deputy Assistant Attorney General, U.S. Department of Justice

2005
Stephen J. Swift, Judge, United States Tax Court, Washington, D.C.

2004
Irene Scott Carroll, Special Litigation Assistant, IRS Counsel, Small Business/ Self Employed Division, Area8, Los Angeles, CA

2003
B. John Williams, Jr., Skadden, Washington, D.C.- former Judge, United States Tax Court and Former Chief Counsel, Internal Revenue Service

2002
Gene Silverman (deceased), formerly with DeCastro, West, Chodorow, Mendler, Glickfeld & Nass, founder of the UCLA Extension Annual Tax Controversy Institute in 1984.

Vets Count Scholarship Fund

The VETS COUNT Scholarship fund was launched at the 2016 Tax Controversy Institute, and will hopefully inspire a wide audience of patriots and professionals to assist in giving back to those who have given so much.

VETS COUNT is intended to provide financial assistance for active and former military personnel who desire to pursue a career in tax, accounting, wealth management, and other aspects of financial services. Funds raised also cover basic coursework for personal growth in budgeting, financial literacy, and investing. 

Give Now Apply Now

Thank You to our Sponsors

Platinum

Hochman, Salkin, Toscher & Perez, P.C.

Gold

Law Offices of A. Lavar Taylor, LLP

Silver

Greenberg Traurig
Holthouse Carlin & Van Trigt LLP
KROST CPAs
Marcum LLP

Bronze

Brager Tax Law Group
Law Offices of Joseph A. Broyles, Inc.
Caplin & Drysdale
Fineman West & Company, LLP
Holtz, Slavett & Drabkin
Ernest F. Howard CPA
Howard, Kittle, and Company, CPAs, LLC
Nardiello Turnachik LLP
RJS Law
Todd Welty, P.C.

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Accounting & Taxation at UCLA Extension

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