2015 Small Business Tax Institutes
Santa Clara, CA
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. Angie Dang, CPA Wesley A. Fachner, CPA, EA, CMA, MST Karen Fihn, EA Randy Warshawsky, EA |
10:00 – 10:10 |
Break |
|
10:10 – 11:10 |
Retirement Plans for Small Business Owners and Employees |
Eric Petersen |
11:10 – noon (50 - non-federal) |
Sales Tax – Avoiding California and Multistate Problems |
Monika Miles, CPA |
Noon – 1 |
Lunch |
|
1 – 1:50 |
Due Diligence in Serving Small Business Clients
|
Karen Hawkins, Director of the IRS Office of Professional Responsibility |
1:50 – 3:40 (100 + 10 minute break) |
Hiring Correctly To Avoid Tax and Other Legal Problems |
Angie Dang, CPA Claudia Hill, EA Roger Jung Karen Reinhold, Attorney Moderator: Annette Nellen, CPA, CGMA, Esq. |
3:40 – 4:30 (50) |
Accounting Method Requirements and Options for Small Businesses |
Angie Dang, CPA Annette Nellen, CPA, CGMA, Esq. |
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
Questions?
Contact Tax Institute Director Annette Nellen at SJSU -
annette.nellen@sjsu.edu
Tax Identification Number for the SJSU High Tax Institute is 94-6017638.