Tax Controversy Conference

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

39th 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 year we are honored to welcome Commissioner Danny Werfel, 50th Commissioner of the IRS as our luncheon keynote speaker along with Erin M. Collins, National Taxpayer Advocate and James Lee, Chief IRS Criminal Investigation as our morning and afternoon keynote speakers. 

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:

  • Attend high-quality keynote presentations and panel discussions to learn the latest trends and practices surrounding tax controversy issues
  • Speakers include top IRS representatives and private practitioners
  • Convenient, day-long format held at the prestigious Beverly Hills Hotel that includes continental breakfast, Annual Bruce I. Hochman Award Luncheon, and evening reception
  • Networking opportunities with leading tax professionals
ballroom panel of speakers

Join Us!

Thursday, October 26, 2023

8:30am–5:30pm PT

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



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: $595

Register Now

No on-site registrations will be permitted. You must register and pay prior to attending the conference.
A rebroadcast of the event will not be available this year.
Refunds will only be available until Monday 10/23 by 5PM.

Special Discounts
Members of CalCPA, NAEA, and FPA receive 10% off the registration fee. IRS employees (registering with IRS email), Students (proof of enrollment required), and UCLA Extension Instructors can enroll at a special rate of $200. Discounts for employer groups are also available, please contact us for more information.

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
Erin Collins

2023 Morning Keynote Speaker

Erin M. Collins, National Taxpayer Advocate

Erin M. Collins joined the Taxpayer Advocate Service (TAS) in March 2020 as the National Taxpayer Advocate. She is the “Voice of the Taxpayer” within the IRS and before Congress and serves as a “safety net” for taxpayers by advocating for resolution of individual and business taxpayer issues within the IRS. She identifies and works towards systemic changes for all taxpayers while protecting Taxpayer Rights and also oversees the Low Income Taxpayer Clinic (LITC) federal grant program and the Taxpayer Advocacy Panel (TAP). As part of her Annual Report to Congress, she makes administrative and legislative changes to protect taxpayer rights and works toward improving the quality of taxpayer service and tax administration by being an independent voice inside the IRS. Erin has been called to testify before the Senate Finance Committee, the U.S. House of Representatives Ways and Means Committee Oversight Subcommittee, and the Senate Appropriations Subcommittee on a variety of subjects.

Jim Lee IRS Criminal Investigation Chief

2023 Afternoon Keynote Speaker

James Lee, Chief IRS Criminal Investigation, Washington, DC

As the Chief of Criminal Investigation, James (Jim) Lee oversees a worldwide staff of approximately 3,100 employees, including 2,100 special agents in 20 Field Offices and 11 foreign countries.

He leads and oversees some of the most significant investigations of financial crimes involving tax, money laundering, public corruption, cyber, ID theft, narcotics and terrorist-financing. Prior to this, Mr. Lee’s executive positions included serving as the Deputy Chief of CI, Director of Field Operations-North, Director of Field Operations-South, Director of Strategy and Executive Special Agent in Charge of the Chicago Field Office.

8:30 A.M.

Event Opens

8:30-8:40 A.M.

Opening Remarks

8:40-9:00 A.M.

Morning Keynote

Speaker: Erin M. Collins, National Taxpayer Advocate
Introduction by: Steven Toscher

9:05-10:00 A.M.

IRS Examinations for High Wealth Individuals and Partnerships - What to Expect in Tax Enforcement After the Inflation Reduction Act of 2022  

10:00-10:10 A.M.

Coffee Break

10:10-11:10 A.M.

Employee Retention Credits – Promoters, (Ghost) Preparers and the Employers Caught in the Middle

11:10-11:50 A.M.

Tax Court Updates

12:10–1:45 PM  

Lunch, Awards, and Keynote Address

  • Opening Remarks
  • Presentation of Bruce I. Hochman Award & Chillin' and Grillin' Award
  • Update on Vets Count Scholarship Fund
  • Keynote speaker, Danny Werfel, IRS Commissioner

1:55–2:45 P.M.

An Update on Cryptocurrency Enforcement and Voluntary Disclosures

2:45-3:35 P.M.

The New IRS Collection Process – The Best Ways to Resolve an IRS Debt

3:35-3:50 P.M.

Afternoon Keynote

Speaker: James Lee, Chief Criminal Investigation, IRS
Introduction by: Steven Toscher

3:50-4:40 P.M.

Valuation In Tax Cases—Best Practices and Emerging Issues

4:40-5:30 P.M.

Criminal Tax, Parallel Investigations and Joint Investigations – When Two Worlds Collide

5:30 P.M.

Closing Remarks and Cocktail Party

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
Panel of speakers at 2019 TaxCon

Become a Sponsor

To become a sponsor, visit our sponsor page or for more information contact us at

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.

Paula M. Junghans, Zuckerman Spaeder LLP

The Honorable Juan F. Vasquez, United States Tax Court

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

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

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

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

Frank Agostino, Agostino & Associates, Hackensack, NJ

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

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

Elliott Kajan (deceased), Kajan Mather & Barish

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

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

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

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

Sidney Machtinger, Greenberg Glusker, Los Angeles, CA

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

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

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

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

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

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.

Receive an exclusive Tax Controversy Institute hat if you make a donation of $25 or more to the Vets Count Scholarship fund. Donations must be made by 10/25. Hats will be distributed at the conference. 

I faced a serious culture shock as I transitioned from being a highly respected expert in my unit to being a student once again. My wife convinced me to return to my studies, starting at UCLA Extension; one year and 14 courses later, I have a 3.92 GPA and was just accepted to the University of Maryland B.S. in Finance program. To the donors of the VETS COUNT Scholarship Fund, thank you for what you do. Thank you for your support.

Dale Buhl
Sergeant (retired), U.S. Marines, UCLA Extension Graduate

Thank You to our Sponsors


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


Silicon Ledger


Dallo Law Group

Taylor Nelson Amitrano LLP 

Prager Metis


Todd Welty PC


Howard, Kittle & Company CPAS, LLP


The Law Offices of Joseph A. Broyles

Fineman West & Company, LLP

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
Roger Torneden headshot
desk with laptop and financial document

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. 

Learn More

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
Ready to start
your future?
By signing up, you agree to UCLA Extension’s Privacy Policy.

vector icon of building

Corporate Education

Learn how we can help your organization meet its professional development goals and corporate training needs.

Learn More

vector icon of building

Donate to UCLA Extension

Support our many efforts to reach communities in need.

Innovation Programs

Student Scholarships

Coding Boot Camp

Lifelong Learning