IRS - SJSU Small Business Tax Institute


June 22, 2017
Biltmore Hotel
2151 Laurelwood Rd, Santa Clara, CA 95054





8:00 - 8:20

Breakfast and Networking Registration


8:20 – 8:30


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

8:30 – 10:10


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


10:10 – 10:20



10:20- 11:10

Digital Security - Expanding Your Technical Awareness

  • A deep dive into understanding your computer and network system to better ensure its security and data protection abilities.

Sean McLean, IT Director, Petrinovich Pugh & Company LLP - moderator
Others TBA

11:10- noon

[State tax topic TBA]


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.

Torie Charvez, EA
Carolyn M. Lee, Attorney, Morgan, Lewis & Bockius LLP
IRS rep

2:40 - 2:50



2:50 - 3:40

IRS Future State

  • An update on what the IRS has in store for online accounts for taxpayers and practitioners.

Vivienne Antal, IRS Stakeholder Liaison SB/SE

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.