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

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.


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.

 MST Conference Ad