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, Senior Stakeholder Liaison, IRS
  • Annette Nellen, SJSU Graduate Tax Program

8:30 - 10:10

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, Esq., Professor, SJSU-moderator
  • Torie Charvez, EA
  • Barbara Doherty, Esq., The Law Offices of Barbara Doherty
  • Gail Murphy, Exam Analyst, IRS HQ Exam Field & Campus Policy

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 and Networking 


1:00 - 2:40


  • Explanation and federal and state tax matters with a variety of scenarios.
  • Andy Mattson, Partern, Moss Adams
  • Curtis N. Miyaji, CPA, Sr. Manager, Moss Adams LLP
  • Dawn Rhea, Director, National Tax, Moss Adams LLP

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 you and your clients?
  • Vivienne Antal, Senior Stakeholder Liaison, IRS
  • Claudia Hill, EA, TaxMam, Inc.
  • Gerry Kelly-Brenner, Senior Stakeholder Liaison, IRS 

3:40 - 4:30

Mid-year Tax Update

  • State of the tax law and prospects for the balance of the year
  • Joel Busch, CPA, Esq., Professor, SJSU
  • Annette Nellen, CPA, CGMA, Esq., Professor, SJSU