Tax Controversy Conference

Annual Event hosted by Business, Management and Legal Programs at UCLA Extension

38th Annual Conference

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, CPAs, 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

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.

Save the Date

Date
Thursday, October 27, 2022

Time
8:30am–5:30pm PT

Location
The Beverly Hills Hotel
9641 Sunset Blvd.
Beverly Hills, CA 90210

Keynote Speaker
To be announced

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.

Check back for more registration details to be released later this year.

View Conference Agenda

Please note: This is last year's agenda for our virtual conference. Please check back as we provide updates for 2022.

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 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

Become a Sponsor

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

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.

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.

View past award recipients

2021
The Honorable Juan F. Vasquez, United States Tax Court

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

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

Thank You to our Past 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.

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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