2013 Small Business Tax Institute
1st Annual IRS-SJSU Small Business Tax Institute
Sponsored by the San José State University MST Program and the IRS.
Co-sponsored by CalCPA Silicon Valley-San Jose Chapter, and the California Bar Taxation Section Young Tax Lawyers Committee.
Materials
Agenda
| Time | Topic | Presenter(s) |
|---|---|---|
|
8-8:30 AM |
Registration and Refreshments |
|
|
8:30-10:10 AM |
Schedule C Due Diligence: Areas the IRS is focused on, questions to ask clients to avoid problems and gain opportunities, dealing with both ends of information reporting (issuing and receiving), reasons why the IRS sent letters to 1,200 preparers about this topic. |
|
|
10:25-11:15 AM |
Dealing With and Avoiding Identity Theft: An update on IRS efforts to reduce and address identify theft and how to help your clients who have been affected and to prevent it. |
|
|
11:15 AM-12:05 PM |
Protecting Business Records for You and Your Clients: Legal considerations in protecting your data and that of your business clients + ethical considerations for tax practitioners. |
|
|
12:05-12:55 PM |
Lunch and Networking |
|
|
12:55-2:35 PM |
Ethics Circular 230 |
|
|
2:50-4:30 PM |
Advising the New Business Venture — Federal, State and Local Tax Considerations: Dealing with business license taxes, registrations, nexus considerations for income and sales tax, state tax incentives, conformity considerations. |
|
