2017 IRS-SJSU Small Business Tax Institute Materials

Thriving in the Digital Economy-Best Practices for Small Businesses and Their Tax Advisers

Thursday, June 22, 2017 — 8 AM-4:30 PM at Biltmore Hotel, Santa Clara

2017 IRS-SJSU SBTI Materials

• How to Successfully Deal with Correspondence Audits and IRS Notices
  • A review of the process relevant IRM procedures, types of audit letters and notices, how to get help, and more [pdf]
  • Your Client got an IRS letter, now what? [pdf]
• Digital Security - Expanding Your Technical Awareness
  • IRS Pub 4524 [pdf], Taxes, Security, Together
  • IRS Pub 4557 [pdf], Safeguarding Taxpayer Data – A Guide for Your Business
• FTB Taxpayer Advocate [pdf]
• Crowdfunding [pdf]
• IRS Future State [pdf]
• Mid-year Tax Update [pdf]

Speaker Bios

• Vivienne Antal, Senior Stakeholder Liaison, IRS [pdf]
• Susan Clark, Tax Policy Analyst, IRS [pdf]
• Claudia Hill, EA, TaxMam, Inc. [pdf]
• Gerry Kelly-Brenner, Senior Stakeholder Liaison, IRS [pdf]
• Susan Maples, CPA, FTB Taxpayers' Rights Advocate [pdf]
• Andy Mattson, Partner, Moss Adams [pdf]
• Neal McCarthy, Cybersecurity Incident Response Consultant, SecureWorks [pdf]
• Curtis N. Miyaji, CPA, Sr. Manager, Moss Adams LLP [pdf]
• Gail Murphy, Exam Analyst, IRS HQ Exam Field & Campus Policy [pdf]
• Annette Nellen, SJSU Graduate Tax Program [pdf]