New IRS Commissioner Charles P. Rettig Headlines AICPA National Tax Conference on November 12 and 13
November 6, 2018
Speakers will discuss the following topics at the American Institute of CPAs’ premiere tax conference:
- TCJA-Related Subjects: Qualified Business Income, Meals and Entertainment, Real Estate and Others
- IRS Challenges and Priorities
- Individual Tax Changes
- Partnership Audit Regime Regulations
- New Rules and Emerging Issues for FDII and GILTI
- Identity Theft Challenges
- Virtual Currency Taxation Matters
You are invited to cover…
WHO: Charles P. Rettig, Commissioner, Internal Revenue Service (IRS), Washington, D.C.
Nina E. Olson, National Taxpayer Advocate, IRS, Washington, D.C.
Nikole Flax, Deputy Commissioner, Large Business and International Division, IRS, Washington, D.C.
James Beatty, Attorney, Office of Associate Chief Counsel, IRS, Washington, D.C.
Eric Hylton, Deputy Chief, IRS, Criminal Investigations, Washington, D.C.
Brian Thomas, National Identity Theft Coordinator, IRS Criminal Investigation, King of Prussia, Penn.
Phil Lindenmuth, Health Care Counsel, Office of Chief Counsel, IRS, Washington, D.C.
Dietra Grant, Director, Customer Assistance, Relationships & Education (CARE), Wage & Investment Division, IRS, Washington, D.C.
Doug Poms, (invited), Tax Counsel, Office of Tax Policy, U.S. Department of the Treasury, Washington, D.C.
Brenda Zent, (invited), Special Advisor on International Taxation, U.S. Department of the Treasury, Washington, D.C.
Bryan Rimmke, (invited), Attorney Advisor, Office of Tax Policy, U.S. Department of the Treasury, Washington, D.C.
Adrienne Mikolashek, (invited), Attorney, Passthroughs and Special Industries, Office of Chief Counsel, IRS, Washington, D.C.
WHAT: AICPA National Tax Conference
WHEN: November 12 – November 13, 2018
WHERE: Marriott Marquis, 901 Massachusetts Avenue, N.W., Washington, D.C.
Reporters are also invited to cover any of the conference sessions in real time via the Internet.
CONFERENCE SCHEDULE:
Monday, November 12, 2018
7:00 – 7:50 am Concurrent Sessions:
Preparing Your Practice for the Future of Tax
Minh Graham, Moderator, Lead Manager, Tax Practice and Ethics, AICPA, Durham, N.C.
Cari Weston, Director, Tax Practice and Ethics, AICPA, Washington, D.C.
April Walker, Lead Manager, Tax Practice and Ethics, AICPA, Durham, N.C.
How to be Successful at Offers-in-Compromise
Jeffrey McNeal, Tax Resolution Manager, Canopy Tax, Lehi, Utah
8:00 – 8:10 am Welcome and Introductions
David Lifson, Conference Chair, Partner, Crowe Horwath LLP, New York, N.Y.
8:10am – 10:15 am The New Tax Laws: What do They Mean to Me? Perspectives from Drafters, Decision Makers, States and Stakeholders
David Lifson, Moderator, Partner, Crowe Horwath LLP, New York, N.Y.
William Gale, The Arjay and Frances Fearing Miller Chair in Federal Economic Policy, Senior Fellow, The Brookings Institute, Washington, D.C.
Cara Griffith, President and CEO, Tax Analysts, Falls Church, Va.
Mark Peterson, Executive Vice President – Advocacy, AICPA, Washington, D.C.
Mark Prater, Managing Director, PwC, Washington, D.C.
10:45am – Noon Concurrent Sessions:
Qualified Business Income: Understanding the Basics
Christopher Hesse, Principal, National Tax Office, CliftonLarsonAllen LLP, Minneapolis, Minn.
Beyond the Fringe: Making the Best of Meals and Entertainment
Ruth Wimer, Partner, Winston & Strawn, Washington, D.C.
FDII and GILTI…Until Proven Innocent
Ron Dabrowski, Principal, KPMG LLP, Washington, D.C.
Doug Poms, (invited), Tax Counsel, Office of Tax Policy, U.S. Department of the Treasury, Washington, D.C.
Brenda Zent, (invited), Special Advisor on International Taxation, U.S. Department of the Treasury, Washington, D.C.
Finding and Defending the Accused in Criminal Investigations
Eric Hylton, Deputy Chief, IRS, Criminal Investigations, Washington, D.C.
Bryan Skarlatos, Partner, Kostelanetz & Fink, LLP, New York, N.Y.
Noon – 1:00 pm Lunch (No speaker)
1:00pm – 2:15pm Concurrent Sessions:
Qualified Business Income: The Regulations
Adrienne Mikolashek, (invited), Attorney, Passthroughs and Special Industries, Office of Chief Counsel, IRS, Washington, D.C.
Troy Lewis, Associate Teaching Professor, Brigham Young University, Provo, Utah
Fiduciary Income Taxation: Elections, Traps and Opportunities
Brian Whitlock, Brian T. Whitlock, P.C., Chicago, Ill.
BEAT (but not GILTI!): Other Changes to the Subpart F Rules
Joseph Calianno, Partner and International Technical Tax Practice Leader, BDO, Washington, D.C.
Doug Poms, (invited), Tax Counsel, Office of Tax Policy, U.S. Department of the Treasury, Washington, D.C.
Brenda Zent, (invited), Special Advisor on International Taxation, U.S. Department of the Treasury, Washington, D.C.
Michael Miller, Partner, Roberts & Holland LLP, New York, N.Y.
Individual Tax Update
Annette Nellen, Chair, AICPA Tax Executive Committee, Professor, San Jose State University, San Jose, Calif.
2:45pm – 3:35pm Concurrent Sessions
The Tainted Specified Service Business – What It Is and Why We Don’t Like It
Kyle Brown, Manager, RSM US LLP, Washington, D.C.
Basic Estate and Basis Planning: What Every Practitioner Needs to Know
Blanche Christerson, Managing Director, Deutsche Bank Wealth Management, New York, N.Y.
Transfer Pricing after the Tax Cuts and Jobs Act
Barry Freeman, Principal, Crowe LLP, New York, N.Y.
Where Do We Stand Today with Taxing Cryptocurrency?
Stephen Turanchik, Attorney, Paul Hasting LLP, Los Angeles, Calif.
James Beatty, Attorney, Office of Associate Chief Counsel, IRS, Washington, D.C.
Carole House, Cyber and Emerging Technology Specialist, U.S. Department of the Treasury, Washington, D.C.
3:45pm – 5:25pm Concurrent Sessions
The New Partnership Audit Regime Has Arrived
Kip Dellinger, Senior Tax Partner, Cooper Moss Resnick Klein & Co. LLP, Sherman Oaks, Calif.
Jonathan Horn, Senior Manager, AICPA, Washington, D.C.
Lydia Turanchik, Principal, Mather Turanchik, Los Angeles, Calif.
Putting It On and Taking It Off: Managing Tax Basis Today (For Tomorrow)
Paul Lee, Global Fiduciary Strategist, Northern Trust Company, New York, N.Y.
Building by Example: QBI Case Studies
Kyle Brown, Manager, RSM US LLP, Washington, D.C.
Christopher Hesse, Principal, National Tax Office, CliftonLarsonAllen LLP, Minneapolis, Minn.
Troy Lewis, Associate Teaching Professor, Brigham Young University, Provo, Utah
Tax Cuts and Jobs Act Impact on Real Estate
Brian O’Connor, Partner, Venable LLP, Baltimore, Md.
Paul Wilner, Managing Partner, Grossberg Company LLP, Bethesda, Md.
Tuesday, November 13, 2018
7:00am – 7:50am What Is AICPA Advocating for You?
Annette Nellen, Chair, AICPA Tax Executive Committee, Professor, San Jose State University, San Jose, Calif.
Melanie Lauridsen, Senior Technical Manager for Tax Advocacy, AICPA, Washington, D.C.
Transition Your Practice from Tax Preparer to Trusted Advisor
David Bergstein, Digital Evangelist Group, Groveland, FL
8:00am – 8:05am Welcome and Introductions
David Lifson, Partner, Crowe LLP, New York, N.Y.
8:05am – 10:10am Insights from Today’s IRS Leadership
8:05am – 9:10am Nina Olson, National Taxpayer Advocate, IRS, Washington, D.C.
9:10am – 10:10am Charles P. Rettig, Commissioner, IRS, Washington, D.C.
10:40am – 11:30am Concurrent Sessions
Planning for the Choice of Entity in the World of Tax Reform: Part I
Christopher Hesse, Principal, CliftonLarsonAllen LLP, Minneapolis, Minn.
Tony Nitti, Partner, WithumSmith+Brown, Basalt, Colo.
Kyle Brown, Manager, RSM US LLP, Washington, D.C.
Elder Planning
Bernie Krooks, Founding Partner, Littman Krooks LLP, New York, N.Y.
Foreign Disclosure Issues: Fixing the Past and Getting It Right for the Future
Lydia Turanchik, Principal, Mather Turanchik, Los Angeles, Calif.
Stephen Turanchik, Attorney, Paul Hastings LLP, Los Angeles, Calif.
11:40am – 12:30pm Concurrent Sessions
Planning for the Choice of Entity in the World of Tax Reform: Part II
Christopher Hesse, Principal, CliftonLarsonAllen LLP, Minneapolis, Minn.
Tony Nitti, Partner, WithumSmith+Brown, Basalt, Colo.
Kyle Brown, Manager, RSM US LLP, Washington, D.C.
Special Needs Planning
Bernie Krooks, Founding Partner, Littman Krooks LLP, New York, N.Y.
Data Compromises: It’s Not a Matter of “If,” but “When”
Brian Thomas, Special Agent, National ID Theft Coordinator, IRS, King of Prussia, Penn.
Susan Jarvis, Owner, Susan D. Jarvis, CPA, CVA, Nazareth, Penn.
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12:30pm – 1:30pm Lunch (No speaker)
1:30pm – 2:20pm Concurrent Sessions
Privilege: A Right…Sometimes
Kip Dellinger, Senior Tax Partner, Cooper Moss Resnick Klein & Co. LLP, Sherman Oaks, Calif.
Stephen Turanchik, Attorney, Paul Hastings LLP, Los Angeles, Calif.
IRS Collection Procedures
Robert McKenzie, Lawyer, Arnstein & Lehr LLP, Chicago, Ill.
Mind the GAAP: ASC 740 after TCJA
Alan Sandberg, Tax Managing Director, Deloitte Tax LLP, Chicago, Ill.
2:30pm – 3:20pm Concurrent Sessions
IRS Tax Reform Implementation Office (TRIO): Priorities
Nikole Flax, Deputy Commissioner, Large Business and International Division, IRS, Washington, D.C.
Phil Lindenmuth, Health Care Counsel, Office of Chief Counsel, IRS, Washington, D.C.
Dietra Grant, Director, Customer Assistance, Relationships & Education (CARE), Wage & Investment Division, IRS, Washington, D.C.
One Year On: Elucidations in Applying Section 163(j) to Partnerships
Bryan Rimmke, (invited), Attorney Advisor, Office of Tax Policy, U.S. Department of the Treasury, Washington, D.C.
Mark Opper, Principal, Ernst & Young LLP, Washington, D.C.
Penalty Games: Reducing IRS Penalties
Robert McKenzie, Lawyer, Arnstein & Lehr LLP, Chicago, Ill.
3:40pm – 4:30pm Concurrent Sessions
Divorce: It’s Not What It Used to Be
Adam Wolff, Partner, Alter, Wolff & Foley LLP, New York, N.Y.
Gift Tax Returns: What You Think You Know May Not Be So
Karen Goldberg, Principal, EisnerAmper LLP, New York, N.Y.
Tax-Exempt Organization Update
Richard Locastro, Partner, Gelman, Rosenberg & Freedman CPAs, Bethesda, Md.
Media representatives who would like to cover the conference may contact Shirley Twillman at shirley.twillman@aicpa-cima.com or 202-434-9220 for press credentials to attend at the hotel or for Internet access information. Advance notification of camera crews is requested; lighting for cameras must be approved in advance.
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