Fourth Annual USD School of Law - RJS LAW Tax Controversy Institute
Date and Time
Friday, July 19, 2019
This event occurred in the past
- Friday, July 19, 2019 from 7:30 a.m. to 5:30 p.m.
Location
Joan B. Kroc Institute for Peace and Justice, Theatre
5998 Alcala Park San Diego, CA 92110Cost
0
Details
This year’s USD Law – RJS Law Tax Controversy Institute will be held on July 19, 2019, in San Diego, CA. The Institute is the premier tax controversy event in San Diego. The region's top tax attorneys, CPAs, and law/business school professors will discuss topics including passthrough planning, Wayfair, ethical pitfalls to avoid in practice, and employee classification issues in California.
Don Fort, Chief of Criminal Investigation at the IRS, will kick off the conference with introductory remarks. Panelists include:
- Caroline D. Ciraolo, Partner, Kostelanetz & Fink, LLP
- Richard Carpenter, Richard Carpenter Tax Law Office
- Sandra Brown, Principal, Hochman, Salkin, Toscher, Perez, PC
- Martin Schainbaum, Of Counsel, RJS LAW
We’re honored to also have United States Tax Court Chief Judge Maurice B. Foley as the keynote luncheon speaker.
At the conference, we will be presenting the Richard Carpenter Award to a distinguished individual who illustrates the notable achievements of Richard Carpenter honoring his 30 years of excellence in the tax field and his continued commitment to the tax community. The award is given to individuals who personify honesty, integrity, ethics, and compassion throughout his/her careers in the field of tax controversy and have demonstrated outstanding dedication and expertise while representing taxpayers before the federal and state governments.
We are excited to announce Richard Shaw as the recipient of the 2019 Richard Carpenter Excellence in Tax Award. Mr. Shaw is a California Certified Specialist in Taxation and an attorney at Higgs Fletcher & Mack. He’s a nationally recognized business and tax lawyer and former Chair of the ABA Section of Taxation. Mr. Shaw also testifies as an expert witness and lectures nationally on business and tax issues.
The Institute will also provide phenomenal networking opportunities to meet other top practitioners, tax attorneys, CPAs, EAs, tax preparers, and students are all welcome to attend.
During the Tax Controversy Institute Evening Reception, Dean Stephen C. Ferruolo will be honoring the life, legacy, and dedication of three distinguished USD law school alumni and former members of the USD School of Law Board of Visitors.
- US Attorney for the Southern District of California, Robert S. Brewer '75 (JD,) will serve as the keynote speaker as well as the presiding officer for the ceremony.
- Gerald L. McMahon '64 (JD) will be remembered by Seltzer, Caplan, McMahon & Vitek partner, Andrea Myers '08 (JD)
- Craig Higgs '69 (JD) of Higgs Fletcher & Mack will be honored by managing partner, Steven J. Cologne '84 (JD)
Michael T. Thorsnes '68 (JD) will be celebrated by Senior Partner, John F. "Mickey" McGuire of Thorsnes Bartolotta McGuire LLP
Click here to view photos from last year’s USD School of Law - RJS LAW Tax Controversy Institute.
If you would like to make a contribution to the USD School of Law - RJS LAW Tax Controversy Institute, please click here. Thank you for your support.
Registration Information
Registration categories are listed below.
Registration Category | Fee |
General Registration | $395 |
Attorneys (1-5 years), USD Alumni | $345 |
CPAs, Enrolled Agents, or Tax Preparers | $345 |
Government Employees | $150 |
Students | $30 |
Professors | FREE |
Reception Only | $75 |
Discounts are available for groups of 2 or more (must be from the same organization). Please contact usdlawevent@sandiego.edu.
Program Schedule (updated 06-27-19)
Friday, July 19, 2019
7:30 – 8:15 a.m. | CONTINENTAL BREAKFAST ⁄ REGISTRATION |
8:15 – 8:30 a.m. |
INTRODUCTORY SPEAKER: John (Don) Fort, Chief, IRS Criminal Investigation |
8:30 - 8:45 a.m. |
Opening Remarks: Professors Ronson J. Shamoun & Miranda Perry Fleischer, USD School of Law |
8:45 – 9:45 a.m. |
Tax Planning: A Year After the Tax Cuts and Job Act
|
9:50 - 10:50 a.m. |
Is Wayfair, Way Fair? A look at the State and Federal Implications.
|
10:50 – 11 a.m. | BREAK |
11:00 a.m. – Noon |
Key Sources of Civil & Criminal International Tax Controversies
|
Noon – 1:35 p.m. |
KEYNOTE SPEAKER LUNCHEON
|
1:35 – 1:45 p.m. | BREAK |
1:45 – 2:45 p.m. |
Ethical Pitfalls and How to Avoid Them When Representing Clients in IRS Collections and Audits.
|
2:45 – 2:55 p.m. | BREAK |
2:55 – 3:55 p.m. |
Employee Classification, Is It As Easy As ABC?
|
4:00 – 5:30 p.m. |
Criminal Tax Procedure Workshop: Nuts & Bolts of Criminal Tax Representation
|
5:30 –9:00 p.m. |
Celebrate & Connect! A Networking Reception with hosted bar and appetizers Keynote Speaker: Robert S. Brewer. Jr. - United States Attorney, Southern District of California |