Commissioner Koskinen and Other IRS and Treasury Department Officials To Speak at AICPA National Tax Conference on November 2 and 3

October 22, 2015

Top Internal Revenue Service (IRS) officials – including the IRS Commissioner, the heads of two IRS operating divisions, and the IRS Taxpayer Advocate  – will offer insights about the challenges facing the IRS and preparations for the 2015 tax filing season at the American Institute of CPAs’ premier tax conference.  The latest developments important to individual and business taxpayers will be discussed, including taxpayer identity theft, foreign tax reporting, the Affordable Care Act, tax penalties, the net investment income tax and tangible personal property regulations.  Also, hear former House Ways and Means Committee Chairman Dave Camp’s thoughts about the elements of tax reform. 

You are invited to cover…

WHO:             John Koskinen, Commissioner, IRS, Washington, D.C.
                        Douglas O’Donnell, Commissioner, Large Business and International Division, IRS, Washington, D.C.
                        Karen L. Schiller, Commissioner, Small Business/Self-Employed Division, IRS, Washington, D.C.
                        Nina E. Olson, National Taxpayer Advocate, IRS, Washington, D.C.
Caroline Ciraolo, Acting Assistant Attorney General, Tax Division, U.S. Department of Justice, Washington, D.C.
Martin L. Pippins, Director, Customer Service and Stakeholder Relations, Affordable Care Act Office, IRS, Washington, D.C.
James P. Clifford, Director, Accounts Management, IRS, Atlanta, Ga.
Shenita Hicks, Director, Examination, IRS, Washington, D.C.
                        Bobby Hunt, Director, Operations Support, IRS, Washington, D.C.
Darren Guillot, Director, Field Collection, IRS, Washington, D.C.
Dave Camp, Policy Advisor, PwC LLP and Former Chairman, U.S. House Ways and Means Committee, Washington, D.C.

WHAT:           AICPA National Tax Conference

WHEN:           November 2 – November 3, 2015
                        Optional Post-Conference Workshop, November 4, 2015

WHERE:        Washington Marriott Wardman Park, 2660 Woodley Road, N.W., Washington, D.C.
Reporters are also invited to cover any of the conference sessions in real time via the Internet. 

CONFERENCE SCHEDULE:

Monday, November 2, 2015

7:00 – 7:50 am            What the AICPA is Advocating for You
Troy K. Lewis, Chair AICPA Tax Executive Committee and Vice President, Heritage Bank, St. George, Utah
Andy Mattson, Partner, Moss Adams LLP, Campbell, Calif.
Melanie Lauridsen, Senior Technical Manager Advocacy, Washington, D.C.

8:00 – 8:10 am            Welcome and Introductions

8:10am – 9:00 am        Keynote Presentation: The Seeds of Tax Reform Have Been Sown: Now What?
Dave Camp, Senior Policy Advisor, PwC LLP and Former Chairman, U.S. House Ways and Means Committee, Washington, D.C.

9:00 – 10:15 am          Legislative Discussion and Analysis
Mel Schwarz, Partner, Grant Thornton LLP, Washington, D.C. (Moderator)
Martin A. Sullivan, Chief Economist, Tax Analysts, Falls Church, Va.
Amy V. Hollander, Owner, Amy V. Hollander, CPA, Clarks Summit, Penn.

10:45am – Noon          Concurrent Sessions:

                                    IRS Practice and Procedures
                                    Kevin Brown, Principal, PwC LLP, Washington, D.C.
                                    Ruth Perez, Principal, PwC LLP, Washington, D.C.

                                    Affordable Care Act: Where Are We Now?
Martin L. Pippins, Director, Customer Service and Stakeholder Relations, Affordable Care Act Office, IRS, Washington, D.C.
Eddie Adkins, Partner, Grant Thornton LLP, Washington, D.C.

                                    Partnership Allocations and Disguised Sales
                                    Craig Gerson, Partner, PwC LLP, Washington, D.C.
                                    Bob Crnkovich, Principal, EY, Washington, D.C.

                                    Running the Basis (Catching Maximum Tax Savings)
Bradford R. Poston, Senior Counsel, IRS Chief Counsel, Passthroughs and Special Industries, Washington, D.C.
                                    Paul S. Lee, Senior Regional Wealth Advisor, The Northern Trust Company, Washington, D.C.

Noon – 1:00 pm          Lunch (No speaker)

1:00pm – 2:15pm        Concurrent Sessions:

                                    Audit Reconsideration
Robert McKenzie, Tax Partner, Arnstein & Lehr LLP, Chicago, Ill. 

Employee Benefit Plan Compliance and Audit Quality
Seth Tievsky, Senior Technical Advisor, Employee Plans, IRS, Washington, D.C.
Richard Shea, Chair, Employee Benefits/Executive Compensation, Covington & Burling LLP, Washington, D.C.

Navigating the State Sales and Use Tax Web: Lessons on the Fly
Brian J. Kirkell, Principal, McGladrey LLP, Washington, D.C.

Trust and Estate Elections and Terminations: Overlooked Planning Strategies
Karen Goldberg, Principal, EisnerAmper LLP, New York, N.Y.
                                   
2:45pm – 4:00pm        Concurrent Sessions

Practical Penalty Considerations when Working with the IRS
Rochelle Hodes, Attorney-Advisor, Office of Tax Policy, U.S. Department of the Treasury, Washington, D.C.
John E. Keenan, Managing Partner, Deloitte Tax LLP, Washington, D.C.
Patricia A. Thompson, Tax Partner, Piccerelli, Gilstein & Co. LLP, Providence, R.I.

                                    Avoiding Accounting Method Mistakes
Scott Dinwiddie, Special Counsel, Associate Chief Counsel Income Tax and Accounting, IRS, Washington, D.C.
Annette Nellen, Professor, San Jose State University, San Jose, Calif.

S Corporation Practice Matters, Planning Opportunities and What’s New in Subchapter S
Benjamin Willis, Attorney-Advisor, Office of Tax Policy, U.S. Department of the Treasury, Washington, D.C.
Curt Wilson, Associate Chief Counsel, Passthroughs and Special Industries, IRS, Washington, D.C.
Donna Young, Deputy Chief Counsel, Passthroughs and Special Industries, IRS, Washington, D.C.
Horacio Sobol, Partner, PwC LLP, Washington, D.C.
Samuel Starr, Senior Fellow, Bloomberg BNA, Arlington, Va.

Individual Tax Update/NIIT Developments
Adrienne M. Mikolashek, Attorney, Passthroughs and Special Industries Division, Office of Chief Counsel, IRS, Washington, D.C.
Doug Stives, Professor of Accounting, Monmouth University, West Long Branch, N.J.

4:10pm – 5:25pm        Concurrent Sessions

                                    IRS Collection Division Representation
Robert McKenzie, Tax Partner, Arnstein & Lehr LLP, Chicago, Ill. 

                                    Wealth-Planning Update: It Still Exists
Blanche Lark Christerson, Managing Director, Deutsche Asset and Wealth Management, New York, N.Y.
                                   
                                    Mining Opportunities in the Real Estate Tax Provisions
Stefan Tucker, Partner, Venable LLP, Washington, D.C.
Paul Wilner, Managing Partner, Grossberg Company LLP, Bethesda, Md.

Voluntary Disclosure of Offshore Bank Accounts: Complexities Facing Tax Professionals           
Charles Pillitteri, Assistant Division Counsel (International), IRS, Washington, D.C
Gary Howard, G. L. Howard and Company CPAs LLP, Los Alamitos, Calif.
                                   

Tuesday, November 3, 2015

8:10am – 9:00 am        Major Challenges Facing the IRS Today
Nina Olson, National Taxpayer Advocate, IRS, Washington, D.C.

9:25am – 10:15am       Ethics and the Office of Professional Responsibility
                                    Karen L. Hawkins, Former Director, Office of Professional Responsibility, IRS, Portland, Ore.
Charles Rettig, Principal, Hochman Salkin Rettig Toscher & Perez P.C., Beverly Hills, Calif.
Harvey Coustan, Retired Partner, E&Y, Evanston, Ill.

10:45am – 11:35am     IRS Commissioner’s Address
                                    John Koskinen, Commissioner, IRS, Washington, D.C.

11:35am – 12:45pm    Lunch (No speaker)

12:45pm – 2:00pm      Concurrent Sessions

                                    Employee Classification and the Modern World
                                    Annette Nellen, Professor, San Jose State University, San Jose, Calif.

                                    Real-Life Identity Theft Experiences: Prevention and Repair
Gerard Schreiber, Jr., Partner, Schreiber & Schreiber CPAs, Metairie, La.
James P. Clifford, Director, Accounts Management, IRS, Atlanta, Ga.

                                    Transfer Pricing and State Taxation
                                    Samuel Maruca, Partner, Covington & Burling LLP, Washington, D.C.
                                    Kenneth T. Zemsky, Managing Director, Andersen Tax LLC, New York, N.Y.

                                    Individual Retirement Planning/IRA Update
Barry Picker, Partner, Picker & Auerbach CPAs, Brooklyn, N.Y.

2:30pm – 3:45pm        Concurrent Sessions

                                    Tax Enforcement Update: Government and Taxpayer Perspectives
Caroline Ciraolo, Acting Assistant Attorney General, Tax Division, U.S. Department of Justice, Washington, D.C.
Charles Rettig, Principal, Hochman Salkin Rettig Toscher & Perez P.C., Beverly Hills, Calif.

Understanding the New Structure of the IRS Small Business/Self-Employed Division (SB/SE) to Help Fulfill Your Filing Requirements
                                    Karen L. Schiller, Commissioner, Small Business/Self-Employed Division, IRS, Washington, D.C.
                                    Shenita Hicks, Director, Examination, IRS, Washington, D.C.
                                    Bobby Hunt, Director, Operations Support, IRS, Washington, D.C.
                                    Darren Guillot, Director, Field Collection, IRS, Washington, D.C.
                                   
                                    Multistate Tax Planning
Kenneth T. Zemsky, Managing Director, Andersen Tax LLC, New York, N.Y.

U.S. Tax Traps for the Global Entrepreneur
Doug Poms, Senior Counsel, Office of International Tax Counsel, U.S. Department of the Treasury, Washington, D.C.
David Lifson, Partner, Crowe Horwath LLP, New York, N.Y.

3:55pm – 4:45pm        Concurrent Sessions

                                    Why Me? The Evolving Use of Audit Analytics
William Comiskey, Hodgson Russ LLP, Albany, N.Y.
Mark Klein, Hodgson Russ LLP, New York, N.Y.

The IRS Large Business & International (LB&I) Division Exam Process
Douglas W. O’Donnell, Commissioner, Large Business and International Division, Washington, D.C.

Understanding the New Accounting Method Change Guidance
Neville Jiang, Attorney, Income Tax and Accounting, IRS, Washington, D.C.
Karla Meola, Special Counsel to the Associate Chief Counsel (Income Tax and Accounting), IRS, Washington, D.C.
Jane Rohrs, Director, Federal Tax Accounting, Deloitte Tax LLP, Washington, D.C.

Wednesday, November 4, 2015

8:00am – 11:30 am      Optional Post-Conference Workshop

                                    Partnership Bootcamp: Refresh on Fundamentals
Craig Gerson, Partner, PwC LLP, Washington, D.C.
Paul Kugler, Director, Washington National Tax, KPMG LLP, Washington, D.C.