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

 

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

[agenda coming soon]

 

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

Crown Plaza Cabana
Palo Alto, CA

Google map

[agenda coming soon]


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

IRS Website link                     Registration link                Flyer

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

Angie Dang, CPA
Supervisory Revenue Agent
IRS, San Jose

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

Moderator: Joel Busch, CPA, Esq.
SJSU MST Program

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 - non-federal)

Sales Tax Avoiding California and Multistate Problems

Monika Miles, CPA
Miles Consulting

Noon 1

Lunch

 

1 1:50
(50 ethics)

Due Diligence in Serving Small Business Clients

 

Karen Hawkins, Director of the IRS Office of Professional Responsibility
Internal Revenue Service
(live, remote presentation)

1:50 3:40 (100 + 10 minute break)

Hiring Correctly To Avoid Tax and Other Legal Problems

Angie Dang, CPA
Supervisory Revenue Agent
IRS, San Jose

Claudia Hill, EA
TaxMam, Inc.

Roger Jung
Employment Tax Consultant
Employment Development Dept (EDD)

Karen Reinhold, Attorney
Hopkins & Carley

Moderator: Annette Nellen, CPA, CGMA, Esq.
SJSU MST Program

3:40 4:30 (50)

Accounting Method Requirements and Options for Small Businesses

Angie Dang, CPA
Supervisory Revenue Agent
IRS, San Jose

Annette Nellen, CPA, CGMA, Esq.
SJSU MST Program

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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

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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.