2015 Small Business Tax Institute

8-8:20 AM

Registration and Refreshments

8:20-8:30 AM

Welcome

8:30-10 AM

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

• Joel Busch (CPA, Esq. San José State University MST Program)
• Angie Dang (CPA Supervisory Revenue Agent, IRS)
• Wesley A. Fachner (CPA, EA, CMA, MST, Fachner Accounting Group, Inc.)
• Karen Fihn (EA Telesky Financial Services)
• Randy Warshawsky (EA, The Tax Man)

10-10:10 AM

Break

10:10-11:10 AM

Retirement Plans for Small Business Owners and Employees

• Eric Petersen (Hicks Pension Services)

11:10 AM-12 PM

Sales Tax — Avoiding California and Multistate Problems

• Monika Miles (CPA, Miles Consulting)

12-1 PM

Lunch

1-1:50 PM

Due Diligence in Serving Small Business Clients

• Karen Hawkins (Director of the IRS Office of Professional Responsibility, IRS)

1:50-3:40 PM

Hiring Correctly To Avoid Tax and Other Legal Problems

• Angie Dang (CPA
  Supervisory Revenue Agent, IRS)
• 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. San José State University MST Program)

3:40-4:30 PM

Accounting Method Requirements and Options for Small Businesses

• Angie Dang (CPA
  Supervisory Revenue Agent, IRS)
• Annette Nellen (CPA, CGMA, Esq. San José State University MST Program)