Time

Topic

Presenters

8 – 8:20

Registration and continental breakfast

8:20 – 8:30

Welcome

8:30 – 10:00

Optimizing Business Deductions 

 Home office, M&E, lease v buy, depreciation and §179 and 1.263(a)-1(f), auto expenses and mileage, fringe benefits (including health care), others

Joel Busch, CPA, Esq. 
SJSU MST Program

Angie Dang, CPA
Supervisory Revenue Agent
IRS, San Jose

Wesley A. Fachner, CPA, EA, CMA, MST
Fachner Accounting Group, Inc.

Karen Fihn, EA
Telesky Financial Services

Randy Warshawsky, EA
The Tax Man

10:00 – 10:10

Break

10:10 – 11:10

Retirement Plans for Small Business Owners and Employees

Eric Petersen
Hicks Pension Services

Sales Tax – Avoiding California and Multistate Problems

Monika Miles, CPA
Miles Consulting

Noon – 1

Lunch

1 – 1:50 
(50 – ethics)

Due Diligence in Serving Small Business Clients

Karen Hawkins, Director of the IRS Office of Professional Responsibility 
Internal Revenue Service
(live, remote presentation)

1:50 – 3:40 (100 + 10 minute break)

Hiring Correctly To Avoid Tax and Other Legal Problems

Angie Dang, CPA
Supervisory Revenue Agent
IRS, San Jose

Claudia Hill, EA
TaxMam, Inc.

Roger Jung
Employment Tax Consultant
Employment Development Dept (EDD)

Karen Reinhold, Attorney
Hopkins & Carley

Moderator: Annette Nellen, CPA, CGMA, Esq.
SJSU MST Program

3:40 – 4:30 (50)

Accounting Method Requirements and Options for Small Businesses

Angie Dang, CPA
Supervisory Revenue Agent
IRS, San Jose

Annette Nellen, CPA, CGMA, Esq.
SJSU MST Program