Introduction

 

Fees and Registration

 

 

Continuing Education

 

Sponsors

 

Advisory Board

The Contemporary Tax Journal

SJSU MST Program and Course Schedule

History
(includes agendas and materials from past High Tech Tax Institutes, Tax Policy Conferences, and Small Business Tax Institutes)

 

Annette Nellen, Director

 

Upcoming Tax Institutes

 

TEI-SJSU Tax Policy Conference
May 15, 2015

SJSU Lucas Business Complex
Santa Clara, CA

See agenda below.

 

IRS-SJSU Small Business Tax Institute
June 24, 2015

Biltmore Hotel

Santa Clara, CA

See agenda below.

 

High Tech Tax Institute Academy
October 23, 2015

 

TEI-SJSU High Tech Tax Institute
November 9-10, 2015

Crown Plaza Cabana
Palo Alto, CA

Google map


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TEI-SJSU Tax Policy Conference - May 15, 2015
Reinvigorated Tax Reform Arrives for 2015 - What It Means for You and  Your Company

Time

Topic

Presenters

8 - 8:20

Registration & refreshments

 

8:20 - 8:30

Welcome

 

Annette Nellen, MST Program Director - SJSU

8:30 – 10:15

2015 Tax Reform Proposals and Prospects

 A review of key federal proposals, rationale, status and outlook including those from President Obama, Congress and the OECD.

 

Roger Royse, Royse Law Firm, Palo Alto

Eric Ryan, DLA Piper, Palo Alto

Others - TBA

10:105– 10:30

Break

 

10:30 - noon

What About State Tax Reform?

 What can the feds learn from state cross-border/jurisdictional concerns that states have been dealing with for decades?

  In honor of the 50th Anniversary of the Willis Commission Report, a review of its purpose and key proposals, along with their relevance today will be discussed. 

 

Greg Turner, Sheppard Mullin Richter & Hampton LLP

John Paek, Baker & McKenzie LLP

Annette Nellen, San Jose State University

Noon – 12:45

Lunch

 

12:45 – 1:45

Data, Equity and Income Segregation

  Continuous demographic changes have broadened income gaps and created some “super zips.” What does the data tell us and how does it / should it affect tax reform and revenue neutrality efforts?

 

 

Kirk J. Stark, Barrall Family Professor of Tax Law and Policy, UCLA School of Law

1:45 - 2:00

Break

 

2:00 - 3:00

Takeaways for Businesses

  •    Observations from speakers and attendees

  •    What’s missing from the proposals and discussions

  •    Relevance to state governments

  •    Tips for discussing these topics with the C-suite and clients

 

 Today's speakers with participation from attendees.

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IRS-SJSU Small Business Tax Institute - June 24, 2015
Tax Strategies for Small Business Success

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

Torie Charvez, EA
Tax Goddess, Inc.

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

Others, including from the IRS - TBA

 

10:00 – 10:10

Break

 

10:10 – 11:10

Retirement plans for small business owners and employees

Eric Petersen
Hicks Pension Services

11:10 – noon (50 – ethics)

Due Diligence in Serving Small Business Clients

  C230 and other rules of conduct; avoiding penalties

Karen Hawkins, Director of the IRS Office of Professional Responsibility (virtual)
Internal Revenue Service

Noon – 1

Lunch

 

1 – 1:50
(50 – non-federal)

Sales Tax – Avoiding California and Multistate Problems

Monika Miles, CPA
Miles Consulting

1:50 – 3:40 (100 + 10 minute break)

Hiring Correctly and Avoiding Payroll, Non-tax Legal, and Classification Problems

Roger Jung
Employment Tax Consultant
Employment Development Dept (EDD)

Karen Reinhold, Attorney
Hopkins & Carley

Other speakers TBA

 

3:40 – 4:30 (50)

Accounting Methods Requirements and Options for Small Businesses

Annette Nellen, SJSU Graduate Tax Program

 

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Tax Policy Conference Sponsors

 

                                                  TEI Logo

Santa Clara Valley Chapter

 

SJSU Logo

LUCAS COLLEGE AND GRADUATE SCHOOL OF BUSINESS

 

 

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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.