Eastern PA Working Together 13th Annual Conference May 22, 2014.

Slides:

Advertisements

Similar presentations

Larry D. Giles, EA, ATA, ABA Enrolled Agent Accredited Tax Advisor Accredited Business Accountant.

Advertisements

Learning The Basics Housing Tax Credit 101 March 5-6, 2009 The Blackstone Hotel Chicago, IL Susan Pristo Reaman.

Larry D. Giles, EA, ATA, ABA Enrolled Agent Accredited Tax Advisor Accredited Business Accountant.

MO PLM 1/14/15 9a – 12p WebInterpoint Log In Information: vents/IRS/ and complete the login informationhttp://

Asia Tax Forum May 9-10, 2012 – Raffles, Singapore 1 IRS International Operations U.S. Embassy Beijing Chinchie Killfoil, Tax Attaché.

Interstate Refund Offset Program Maryland/Delaware Pilot State of Maryland Comptroller of the Treasury William Donald Schaefer, Comptroller Revenue Administration.

The Justices of the Supreme Court. Chief Justice John Roberts Born 1955 Lawyer Judge Legal Counsel to President Reagan Appointed by George W. Bush in.

LEGAL AID NSW CRIMINAL LAW CONFERENCE 2012

North Carolina Society of Enrolled Agents

2014 Department of Energy Industrial Hygiene Meeting Steven Simonson, Director Office of Enforcement Kevin Dressman, Director Office of Worker Safety.

October 2008 Introduction to Appeals. OFFICE OF APPEALS 2 Appeals Founded In 1927, the IRS established an administrative appeal process to resolve tax.

©2007 Thomson South-Western, a part of The Thomson Corporation. Thomson, the Star logo, and South-Western are trademarks used herein under license. Chapter.

Building a Compliance Risk Monitoring Program HCCA Compliance Institute New OrleansApril 19, 2005 Lois Dehls Cornell, Esq. Assistant Vice President, Deputy.

NAEA National Association of Enrolled Agents An Introduction to the Enrolled Agent Profession

Commissioner Chief of Staff Deputy Commissioner Operations Support Commissioner, Small Business / Self-Employed Chief Information Officer Chief Counsel.

Green Mountain Payroll Conference Joseph McCarthy CPA IRS Senior Stakeholder Liaison cell office Joseph.

McGraw-Hill/Irwin Copyright © 2012 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 02 Tax Compliance, the IRS, and Tax Authorities.

NAEA National Association of Enrolled Agents

Chapter 12 Tax Administration & Tax Planning Income Tax Fundamentals 2008 Gerald E. Whittenburg & Martha Altus-Buller Student’s Copy.

Return Preparer Oversight and Circular 230 Update.

What is an Enrolled Agent? Enrolled Agents (EAs) are tax practitioners with technical expertise in taxation, who have earned the privilege and are federally.

Your Career as an Enrolled Agent Presented by the National Association of Enrolled Agents

1 Registered Tax Return Preparers Frequently Asked Questions A presentation of the North Carolina Society of Enrolled Agents.

Enrolled Agent Your Career of Choice TACTYC 2014 Annual Conference May 15-17, 2014 New Orleans, LA.

Tax Executives Institute Minnesota Chapter TEI/IRS Liaison Meeting

Contacted for Audit: What to Expect November 13, 2013 Presented by Tennessee Department of Revenue.

1 Automated Underreporter (AUR) and Correspondence Examinations Main Line Association for Continuing Education November 21, 2013 Richard G. Furlong, Jr.

Philadelphia Automated Underreporter. Overview Automated Underreporter Matching operation Information reported on Tax Return compared to information received.

Institutional Advancement As of December 7, 2009.

Service Awards Orange County BCC August 4, Office of Accountability Human Resources.

1 Roles of Legal Professionals Legal Professional –Judges –Attorneys/Lawyers –Paralegals/Legal Assistants –Law Clerks –Legal Secretary –Others.

1 IRS Regulation of Return Preparers NTEU Briefing March 15, 2010.

Advancing the Vision LMSB 1 22 nd Annual High Technology Tax Institute IRS Practice and Procedures.

Property Tax Update James McAdams Director, Property Tax Oversight Florida Tax Collectors Education Forum September 19, 2012.

Michael Cagle and Holly Langer-Evans | Nov U.S. Department of Education 2012 Fall Conference FSA Assessments: Find It, Fix It, and Enhance Compliance.

Tax Executives Institute, Inc. Regions V & VI IRS Liaison Meeting May 14, 2012 Quality Examination Process (QEP) Katheryn N. Houston, DFO-East, Natural.

Chief Executive Vernon Jackson Initiatives Director Sarah Bevan Marketing Officer Susanne Frodsham Deputy Chief Executive Jed Pearson See Slide 2, 3 and.

Table of Organization Ohio Department of Taxation March 20, 2012

Profitable Practice from Development to Implementation James (Jim) Swain, JD Founder and CEO of the Academy of VA Pension Planners Valerie Peterson, JD.

Stakeholder Liaison Mission The goal of Stakeholder Liaison (SL) is to build and maintain relationships with key tax professional and business organizations.

Chapter 2 Tax Compliance, the IRS, and Tax Authorities © 2014 by McGraw-Hill Education. This is proprietary material solely for authorized instructor use.

FINANCE GROUP Management Team Corporate Director of Finance Head of Business Support Head of Transactional Services Chief Internal Auditor.

Enrolled Agents: America’s Tax Experts ®. WHAT IS AN ENROLLED AGENT? Enrolled agents (EAs) are America’s tax experts. EAs are the only federally-licensed.

LMSB 1 International Financial Reporting Standards March 25, 2009 Detroit, Michigan.

Chapter 7 Federal Income Tax. Our Tax System Types of Taxes Progressive taxes Regressive taxes Proportional taxes Components of the Tax System The IRS.

International Association of Tax Judges

Enrolled Agent Accredited Tax Advisor Accredited Business Accountant

Income & Contracting 1 Deputy Director of Finance

“How to Represent Your Client in a 1040 Audit & CP2000 Issues”

Practitioner Priority Service (PPS)

IRS IT OVERVIEW.

An evolving effort to meet taxpayer needs

FOIA Basics and Best Practices for Depository Libraries

How to Monitor your EFIN

Inter-American Center of Tax Administration

Tax Compliance, the IRS, and Tax Authorities

America’s Tax Experts®

Value of internal auditing: Assurance, Insight, objectivity

International Association of Tax Judges

How to Monitor your EFIN

Trump Card: Stacking Your Deck in the New Administration

Value of internal auditing: Assurance, Insight, objectivity

The Pittsburgh/Greater Allegheny LGBT+ Chamber of Commerce

Value of internal auditing: Assurance, Insight, objectivity

Director of Finance / Company Secretary

Value of internal auditing: Assurance, Insight, objectivity

ALLAN HANCOCK COLLEGE INTRODUCTION TO TAX LAW

Tax Reform Basics about Opportunity Zones

Chief Operating Officer David Sharkey

James Beasley School of Law Temple University October 26, 2018

Presentation transcript:

Eastern PA Working Together 13th Annual Conference May 22, 2014

Not attending the 2014 Eastern PA Working Together Conference

Current Developments in IRS SB/SE Exam Programs Russell Hauer, CPA – Moderator PICPA Dennis M. Brown, CPA IRS Territory Manager Michael Malatesta, CPA IRS Supervisory Appeals Officer Frank Cellini, EA, ATA, ATP PSTAP

Current Developments in IRS SBSE Field Collection Programs Nicholas Crocetti, CPA -- Moderator PICPA Ina Weiner, Esq. IRS SBSE Supervisory Tax Attorney George Meyers, EA PSEA James Smith IRS Supervisory Collection Manager Darryl Lee IRS Supervisory Appeals Officer

CURRENT DEVELOPMENTS IN IRS LB&I Program & International Compliance Issues Thomas Ostrander, Esq. -- Moderator PA Bar Association Hope Krebs, Esq. PA Bar Association James Fee, Esq. IRS LB&I Senior Level Counsel Karen M. Hawkins, CPA IRS LB&I Program Manager Richard Mariette, CPA IRS LB&I Team Leader Jason Kuratnick, Esq. IRS SB/SE Supervisory Trial Attorney

Current Developments in IRS Practitioner Oversight & “Procedurally Taxing” Blog Ronald M. Wiener, Esq. -- Moderator PA Bar Association Robert Malone, Esq. IRS Office of Professional Responsibility Supervisory Attorney-Advisor James Fee, Esq. IRS LB&I Senior Level Counsel Karen M. Hawkins, CPA IRS LB&I Program Manager Richard Mariette, CPA IRS LB&I Team Leader Jason Kuratnick, Esq. IRS SB/SE Supervisory Trial Attorney

PA Department of Revenue Update: Bureau of Corporation Taxes & Personal Income Tax PA Department of Revenue Update: Bureau of Corporation Taxes & Personal Income Tax William Kellogg, Esq. -- Moderator PricewaterhouseCoopers, Managing Director Thomas Bordner Director, Bureau of Corporation Taxes Greg Skotnicki Assistant Director, Bureau of Corporation Taxes Valerie Greene Tax Manager, Bureau of Corporation Taxes David Braden, CPA Assistant to the Director Bureau of Personal Income Tax

IRS Campus Compliance Programs: Correspondence Examinations Automated Underreporter Richard Furlong - Moderator IRS SB/SE Senior Stakeholder Liaison Lisa McAllister, EA PSEA Lisa Chan Philadelphia Campus Compliance Examination Operation – Department Manager Tracy Smith Philadelphia Campus Compliance Automated Underreporter – Department Manager

IRS Liaison & Advisory Groups: The Practitioners’ Voice in Tax Administration Richard Furlong - Moderator IRS SB/SE Senior Stakeholder Liaison Sean Brennan, CPA PICPA Phyllis Horn Epstein, Esq. PA Bar Association Stephen Mankowski, CPA NCCPAP Lois Lombardo IRS Local Taxpayer Advocate