Introduction

 

Fees and Registration

 

Other Upcoming Programs

High Tech Tax Institute Academy
October 17, 2014

 

30th Annual TEI-SJSU High Tech Tax Institute
Nov 10-11, 2014
Crowne Plaza Cabana
Palo Alto

 

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

 

IRS-SJSU
Small Business Tax Institute

Assisting New and Growing Businesses

June 18, 2014

8:00 am - 4:30 pm

 

San Jose State University, King Library, 2nd floor
4th and San Fernando Streets
San Jose, CA 95192
Google map      

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Sponsored by the SJSU MST Program and the IRS
Co-sponsored by CalCPA Silicon Valley-San Jose Chapter,
California Bar Taxation Section Young Tax Lawyers Committee

Fees and Registration

Time

Topic

Presenters

8 8:20

Registration and light breakfast

 

8:20 8:30

Welcome Annette Nellen, SJSU

8:30 10:10

Forms of Business

A review of the tax and legal differences between different forms of doing business and considerations in selecting one over the other or switching to a different form as a business grows.

 

Joel Busch, CPA, Esq. SJSU MST Program, San Jose, CA

Tamara Pow, Esq., Strategy Law LLP

IRS Revenue Agent TBA

10:10 - 10:25 Break  

10:25 11:15

 

 

Start-up Expenses

How to identify and treat various costs incurred preparatory to starting business including R&D. How to treat start-up and organizational expenditures and how to distinguish start-up expenses from business expansion costs.


TBA

11:15 - 12:05

Ethics and Advising an Emerging Business

What ethical obligations exist in advising a new business, when to refer a client to an attorney or additional tax adviser.

 

Kip Dellinger, CPA Cooper, Moss, Resnick, Klein & Co., LLP, Van Nuys, CA

12:05 - 12:55 Lunch (provided) & Networking  

12:55 2:35

Worker Classification Hiring Correctly

Rules on employee versus independent contractor, reporting at the state and federal level, and classification of owners.

 

Rona Layton, Layton Law Firm

IRS - TBA

CPA - TBA

2:35 - 2:50

Break

 

2:50 - 3:40

What It Takes To Be a Successful Entrepreneur

The global business environment and social media add new competitive challenges, on top of continuing regulatory and competitive pressures. What personality features, skills, and knowledge does it take to be successful in starting a business today?

 

Steve Bennet, Partner at CrossCoin Ventures; Managing Director at Bodega Partners; adjunct faculty for SJSU College of Business

3:40 4:30

Small Business Tax Update

A review of federal, state and multistate tax developments relevant to small business taxpayers.

 

 Annette Nellen, CPA, Esq., Graduate Tax Program, SJSU

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Conference Sponsors

 

CalCPA Society - Silicon Valley San Jose Chapter

The State Bar of California
The Taxation Section,
Young Tax Lawyers

 

Internal Revenue Service

 

LUCAS COLLEGE AND GRADUATE SCHOOL OF BUSINESS

IRS CE Provider

 

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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.