7th Annual USD School of Law - RJS LAW Tax Controversy Institute

Fri Jul 15 2022 at 08:00 am to 07:30 pm

Joan B. Kroc Institute for Peace and Justice | San Diego

University of San Diego School of Law
Publisher/HostUniversity of San Diego School of Law
7th Annual USD School of Law - RJS LAW Tax Controversy Institute
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IN PERSON! 7th Annual USD School of Law – RJS LAW Tax Controversy Institute is July 15, at Joan B. Kroc Institute for Peace and Justice
About this Event

The 2022 USD School of Law – RJS LAW Tax Controversy Institute will be held on Friday, July 15. The Institute is the premier tax controversy event in San Diego. The region's top tax attorneys, CPAs, and law/business school professors will discuss topics including what practitioners can expect with the new IRS Office of Fraud Enforcement as well as how to properly advise clients with collection issues.

The Richard Carpenter Excellence in Tax Award is given to an individual who exemplifies honesty, integrity, ethics, and compassion throughout his/her careers in the field of tax controversy and have demonstrated outstanding dedication and expertise while representing taxpayers before the federal and state governments.

Over the past 30 years, Richard Carpenter has been the leading IRS tax specialist in San Diego. He has devoted his entire legal career to defending hardworking taxpayers against the powerful reaches of the Internal Revenue Service. He began his career as a CPA when he worked for an international CPA firm in the Wall Street section of New York City. He then decided to attend law school where he received his Juris Doctor law degree from the University of San Diego School of Law.

Richard Carpenter has been an Adjunct Tax Law Professor at the University of San Diego School of Law for 25 years. He teaches both the Tax Court Litigation class as well as the Criminal Tax Fraud class. Richard has written 14 published tax law articles, including some of the leading articles in the United States in resolving civil and criminal tax disputes. Over the past 30 years, Richard Carpenter has been dedicated to helping thousands of clients resolve their tax disputes with the IRS and the State of California, saving them millions of dollars. He can resolve your California or IRS tax problem too.

We continue to encourage your support of USD School of Law Tax Law Student Scholarship Fund, especially this year in light of the growing impact of COVID-19.  As always, thank you for your support. 


Agenda (subject to change)

7:30 a.m. - Registration & Continental Breakfast

8:15 a.m. - Introductory Speaker & Opening remarks

  • James Lee, Chief, IRS Criminal Investigations

8:45 a.m. - Bankruptcy

  • Moderator: Vince Renda, Esq., Pinnacle Legal P.C.
  • Lavar Taylor, Principal at Law Offices of A. Lavar Taylor, LLP
  • Robert Horwitz, Principal, Hochman, Salkin, Toscher, & Perez P.C.
  • Mark J. Markus, Attorney, The Law Office of Mark J. Markus

9:45 a.m. - Five Minute Break

9:50 a.m.- International Tax

  • Andrea Cisneros Valdez, Attorney at Law, RJS LAW
  • Rene Fimbres, Senior Manager for International Tax and Transaction Services, Ernst & Young LLP
  • Patrick Martin, International Tax Partner - Procopio, Cory, Hargreaves & Savitch LLP

10:50 a.m. - 10 Minute Break

11:00 a.m. - Death and Taxes: The Inevitable

  • Moderator: Brian Malloy, Attorney at Law, RJS LAW
  • Nancy Henderson, Founding Partner at Henderson Caverly Pum & Trytten
  • Trevor Callan, Managing Partner at Callan Capital

12:00 p.m. - Keynote Speaker Luncheon

12:30 p.m. - IRS Commission Chuck Rettig

1:35 p.m. - Presentation of Richard Carpenter Excellence in Tax Award by Dean Robert Schapiro

1:45 p.m. - Cryptocurrency/ NFT's/ Accounting Changes

  • Sam Imandoust, Attorney at Law, RJS LAW
  • Kaveh Imandoust, JD, CPA, MBT, RJS LAW
  • Michael C. Friedman, Shareholder, LevitZacks

2:45 p.m. - 10 Minute Break

2:55 p.m. - Collections: The Top 10 Mistakes Made in Tax Controversy Matters

  • Moderator: Richard Carpenter, Tax Attorney, Richard Carpenter Tax Law Office
  • Steven L. Jager, CPA, MST, USTCP, Partner, Fineman West & Company, LLP
  • Mitchell B. Dubick, Partner, Higgs, Fletcher, & Mack
  • Darren Guillot, Commissioner, SBSE Collections, IRS

3:55 p.m. - Five Minute Break

4:00 p.m. - Criminal Tax Workshop

  • Sandra Brown, Principal, Hochman, Salkin, Toscher, & Perez P.C

5:30 p.m. - 7:00 p.m. - Networking Reception with Hosted Bar and Appetizers



Continuing Education

The University of San Diego School of Law is a State Bar of California-approved MCLE provider. Please check back for the number of credit hours offered.

RJS LAW is a registered Continuing Education provider with the IRS. Please check back for the number of credit hours offered.


Event Photos
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Event Venue & Nearby Stays

Joan B. Kroc Institute for Peace and Justice, 5998 Alcala Park, San Diego, United States

Tickets

USD 0.00 to USD 345.00

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