Fees and Registration



Continuing Education




Advisory Board

The Contemporary Tax Journal

SJSU MST Program and Course Schedule

(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

2933 Bunker Hill Lane, #120  (Google map)
Santa Clara, CA

See agenda below. - Registration is open.


IRS-SJSU Small Business Tax Institute
June 24, 2015

Biltmore Hotel (directions)

Santa Clara, CA

See agenda below - Registration is open.


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


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

CE for California CPAs and MCLE for California Attorneys




8 - 8:20

Registration & refreshments


8:20 - 8:30



Annette Nellen, MST Program Director
San Jose State University

8:30 – 9:45

2015 Tax Reform Proposals and Prospects

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

Rohit Kumar, Principal and Co-Leader
WNTS Tax Policy Services, PwC
Washington, DC

Roger Royse, Founder
Royse Law Firm, Palo Alto

Eric Ryan, Partner, DLA Piper, Palo Alto

Moderator: Annette Nellen

9:45 - 10:00



10:00 - 10:50 Political Considerations of Tax Reform
Tax reform has been discussed since the mid-1990s. What will it take to effect change? What are the opportunities, roadblocks, and prospects for reform?

Caroline Bruckner, Executive in Residence
Kogod School of Business; Managing Director, Kogod Tax Center at American University; Former Counsel to U.S. Senate Committees on Energy and Small Business

10:50 - 12:05

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, Special Counsel
Sheppard Mullin Richter & Hampton LLP

John Paek, Partner
Baker & McKenzie LLP

Annette Nellen, Professor
San Jose State University

12:05 – 12:45



12:45 – 1:45

Inequality and Income Segregation through the U.S. Tax System

  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, Professor
Barrall Family Professor of Tax Law and Policy,
UCLA School of Law

1:45 - 2:00



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


Moderator: Neil J. Young, TEI Santa Clara Valley Chapter 1st Vice-President

  + Today's speakers.


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




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

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



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



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



Tax Policy Conference Sponsors


                                                  TEI Logo

Santa Clara Valley Chapter







Contact Tax Institute Director Annette Nellen at SJSU -

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