2013 Small Business Tax Institute

1st Annual IRS-SJSU Small Business Tax Institute

Sponsored by the San José State University MST Program and the IRS.

Co-sponsored by CalCPA Silicon Valley-San Jose Chapter, and the California Bar Taxation Section Young Tax Lawyers Committee.



Time Topic Presenter(s)

8-8:30 AM

Registration and Refreshments


8:30-10:10 AM

Schedule C Due Diligence: Areas the IRS is focused on, questions to ask clients to avoid problems and gain opportunities, dealing with both ends of information reporting (issuing and receiving), reasons why the IRS sent letters to 1,200 preparers about this topic.

  • James Counts II (CPA, CTFA)
  • Angie (Ngoc-Thanh) Dang (CPA - Supervisory Revenue Agent, IRS)
  • Stacey Montes (CPA, Sensiba San Felippo)
  • Moderator: Annette Nellen (CPA, Esq., San José State University MST Program)

10:25-11:15 AM

Dealing With and Avoiding Identity Theft: An update on IRS efforts to reduce and address identify theft and how to help your clients who have been affected and to prevent it.

  • Nicholas (Nick) Connors (Supervisory Revenue Agent, IRS)

  • Sharyn M. Fisk (Principal, Hochman Salkin Rettig Toscher & Perez PC)

  • Cory Stigile (Principal, Hochman Salkin Rettig Toscher & Perez PC)

11:15 AM-12:05 PM

Protecting Business Records for You and Your Clients: Legal considerations in protecting your data and that of your business clients + ethical considerations for tax practitioners.

  • Stephanie O. Sparks (Shareholder, Chair of Privacy and Data Security Group, Hoge Fenton Jones & Appel, Inc.)

12:05-12:55 PM

Lunch and Networking


12:55-2:35 PM

Ethics Circular 230

  • Karen Hawkins (Director, IRS Office of Professional Responsibility (OPR))

2:50-4:30 PM

Advising the New Business Venture — Federal, State and Local Tax Considerations:

Dealing with business license taxes, registrations, nexus considerations for income and sales tax, state tax incentives, conformity considerations.

  • Speaker and Moderator: Lynda Boman (CPA, MST, Principal, Boman Accounting Group, Inc.
  • Nicholas (Nick) Connors (Supervisory Revenue Agent, IRS)
  • John Kachmanian (Customer Service Supervisor, City of Santa Clara Finance Department)
  • Tiffany Phan (Business Taxes Specialist, California State Board of Equalization)
  • Brenda Voet (MST, Technical Assistant to the Advocate, Taxpayers' Rights Advocate Office, Franchise Tax Board)