2017 IRS-SJSU Small Business Tax Institute Materials
5th Annual IRS-SJSU Small Business Tax Institute
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
- 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]