Transcript Moderator PA Bar Association Hope Krebs, Esq. PA Bar Association

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
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