Tax Controversy Conference

Virtual Event · Tuesday, October 20, 2020

36th Annual Conference

treasury building

UCLA Extension’s 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.

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.

What you can expect:

  • Learn the latest trends and practices surrounding tax controversy issues
  • Speakers include top IRS representatives and private practitioners
  • Networking opportunities with leading tax professionals
  • Virtual format—participate from the comfort of your home or office

Keynote Speaker

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. 

 

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.
Steven Toscher

Join Us Online

zoom conference on a laptop

To keep everyone safe and healthy, we are pleased to announce that this year’s conference will be held in a virtual format 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.

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.

9:159:45 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.

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

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

2:153:30 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

bearded man at laptop with zoom

Attend the Conference

To register, please visit the 36th Annual Tax Controversy Conference course page.

Register Now

 
For information on becoming a sponsor, please contact John Caruso at jcaruso@uclaextension.edu

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.

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

The annual UCLA Extension Tax Controversy Conference brings together the highest quality tax practitioners on the West Coast, as well as senior IRS professionals from both the West Coast and Washington, D.C. It is a can't-miss event!

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

Attend the Conference

To register, please visit the 36th Annual Tax Controversy Conference course page.

Register Now

 

For information on becoming a sponsor, please contact John Caruso at jcaruso@uclaextension.edu

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