2013 Small Business Tax Institutes

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


Conference Bios (pdf)
Conference Materials (pdf)



8 – 8:30           Check-in and light refreshments. Welcome

8:30 – 10:10    Schedule C Due Diligence - materials

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
    Hemet, CA

  •  Angie (Ngoc-Thanh) Dang, CPA, Supervisory Revenue Agent – IRS
    San Jose, CA

  •  Stacey Montes, CPA – Sensiba San Felippo
    San Jose, CA

  • Annette Nellen, CPA, Esq. – SJSU MST Program – moderator
    San Jose, CA

10:25 – 11:15 Dealing With and Avoiding Identity Theft - Materials

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) ConnorsSupervisory Revenue Agent – IRS
    San Francisco, CA

  •  Sharyn M. Fisk, Principal - Hochman Salkin Rettig Toscher & Perez PC 
    Beverly Hills, CA

  • Cory Stigile, Principal - Hochman Salkin Rettig Toscher & Perez PC
    Beverly Hills, CA

11:15 – 12:05  Protecting Business Records for You and Your Clients - Materials: slides  / Code sections

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.
    San Jose, CA

12:05 – 12:55  Lunch (provided) and Networking

12:55 – 2:35    Ethics Circular 230 

  • Karen Hawkins, Director – IRS Office of Professional Responsibility (OPR)  – will be speaking virtually
    Washington, DC

2:50 – 4:30      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.

  • Lynda Boman, CPA, MST, Principal – Boman Accounting Group, Inc. – speaker and moderator
    Campbell, CA

  • Nicholas (Nick) Connors, Supervisory Revenue Agent – IRS
    San Francisco, CA - 

  • John Kachmanian, Customer Service Supervisor - City of Santa Clara Finance Department
    Santa Clara, CA - 

  • Tiffany Phan, Business Taxes Specialist – California State Board of Equalization 
    San Jose, CA - 

  • Brenda Voet, MST, Technical Assistant to the Advocate – Taxpayers' Rights Advocate Office, Franchise Tax Board
    Sacramento, CA -