Mark Your Calendars for Upcoming Events

  • 5th Annual IRS-SJSU Small Business Tax Institute – June 22, 2017--REGISTRATION NOW OPEN
  • 33rd Annual TEI-SJSU High Tech Tax Institute – November 13 & 14, 2017

IRS-SJSU Small Business Tax Institute Agenda

June 22, 2017
8:00AM - 4:30PM
Biltmore Hotel, Santa Clara 




8:00 - 8:20

Breakfast and Networking Registration


8:20 – 8:30


Vivienne Antal, IRS Stakeholder Liaison SB/SE
Annette Nellen, SJSU Graduate Tax Program

8:30 – 10:10


  • Explanation and federal and state tax matters with a variety of scenarios.

Joel Busch, Professor, SJSU
Andy Mattson, Partern, Moss Adams

10:10 – 10:20



10:20- 11:10

Digital Security - Expanding Your Technical Awareness

  • Understanding your technology to avoid weaknesses and problems. What should you be aware or and checking regualarly?

John Giordano, Cybersecurity Account Executive, SecureWorks
Neal McCarthy, Cybersecurity Incident Response Consultant, SecureWorks
Sean McLean, IT Director, Petrinovich Pugh & Company LLP - moderator

11:10- noon

FTB Taxpayer Advocate

Susan Maples, CPA
FTB Taxpayers' Rights Advocate

Noon - 1:00

Lunch [provided] and Networking 


1:00 - 2:40

How to Successfully Deal with Correspondence Audits and IRS Notices

  • A review of the process, relevant IRM procedures, types of audit letters and notices, how to get help, and more.

Caroline Chen, Professor, SJSU-moderator
Torie Charvez, EA
Carolyn M. Lee, Attorney, Morgan, Lewis & Bockius LLP
Gail Murphy, Exam Analyst, IRS HQ Exam Field & Campus Policy

2:40 - 2:50



2:50 - 3:40

IRS Future State

  • Learn about the IRS' proposed new system for tax administration "to move the entire taxpayer experience to a new level." How will this affect your and your clients?

Vivienne Antal, IRS Stakeholder Liaison SB/SE
Claudia Hill, EA, TaxMam, Inc.

3:40 - 4:30

Mid-year Tax Update

  • State of the tax law and prospects for the balance of the year

Annette Nellen, CPA, CGMA, Esq. SJSU Graduate Tax Program


SJSU Tax Conferences
The SJSU MST Program manages and co-sponsors three annual tax conferences. Our hallmark High Tech Tax Institute, started in 1988, is a two-day conference held each November. Speakers and attendees come from around the world. Leading edge topics relevant to high tech companies and their tax professionals are addressed by nationally and internationally recognized practitioners and government representatives who have practical experience of implementation. The learning and networking opportunities makes the annual TEI-SJSU High Tech Tax Institute an invaluable educational tax experience for accountants, attorneys, and corporate representatives who serve high technology businesses.

In addition to the HTTI, we offer the TEI-SJSU Tax Policy Conference and the IRS-SJSU Small Business Tax Institute. Agendas for upcoming programs, as well as materials from past programs are at this website.

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