2015 Small Business Tax Institutes

Tax Strategies for Small Business Success
Biltmore Hotel 
Santa Clara, CA

IRS Website link         




8 – 8:20

Registration and continental breakfast


8:20 – 8:30



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



10:10 – 11:10

Retirement Plans for Small Business Owners and Employees

Eric Petersen
Hicks Pension Services

11:10 – noon  (50 - non-federal)

Sales Tax – Avoiding California and Multistate Problems

Monika Miles, CPA
Miles Consulting

Noon – 1



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



IRS-SJSU Small Business Tax Institute Sponsors

SJSU Lucas Graduate School of Business

Internal Revenue Service

CalCPA Silicon Valley Chapter

CA Bar Taxation Section, Young Tax Lawyers Committee

Mission Society of Enrolled Agents



Contact Tax Institute Director Annette Nellen at SJSU -


Tax Identification Number for the SJSU High Tax Institute is 94-6017638.