“We Bring the Whole Tax and Accounting Community Together”
A Leading Educational Event for Tax Professionals
Register Now | Get Tickets – CLICK HERE
Our 9th Annual USD School of Law – RJS LAW Tax Institute will be held on Friday, July, 19 2024. The Institute is one of the best tax events in the nation held annually in San Diego. The region’s top tax attorneys, enrolled agents (EAs), certified public accountants (CPAs), law and business school professors will discuss topics including government loan relief, and abuses, challenges in cross-border transactions, and practical and realistic solutions in International Tax, Trust, Estate Planning, and Tax matters.
The 2024 Institute Agenda
7:30 a.m. – Registration & Continental Breakfast
8:30 a.m. – Morning Speaker & Opening Remarks – James Lee, Chief IRS Criminal Investigation
9:00 a.m. – 10:00 a.m.– Investment and Business in Dubai and Other Emerging Countries
- John Forry, Esq., Of Counsel, RJS LAW
- A. Lavar Taylor, Esq., Principal at Law Offices of A. Lavar Taylor, LLP
- Raul Villarreal Garza, Esq., Partner, Procopio
- Moderator: Andrea Cisneros Valdez, Esq., LL.M., Of Counsel, RJS LAW
10:00am – 10:10am – Break
10:10 a.m. – 11:10 a.m. – Guardians of Legacy: Trust & Estate Experts Unleashing Wisdom & Resolving Battles
- Matt Owens, Esq., Partner at Sheppard Mullin
- James J. Brown, Esq., Partner at Goodwin Brown Gross & Lovelace, LLP
- Lauriann Wright, Esq., Wright Kim Douglas
- Moderator: Brian Malloy, Esq., Of Counsel, RJS LAW
11:10 a.m. – 11:20 a.m. – Refreshment Break
11:20 a.m. – 12:20 p.m. – 2024 Tax Planning. Plan The Work and Work The Plan
- Daniel Mayo, Esq., LL.M. – Withum
- Laura Stees, CPA – Stees, Walker & Company
- Michael Dallo, Esq., CPA, LL.M., Founder Dallo Law Group, Adjunct Professor, USD School of Law and School of Business
- Mark Morris, J.D., LL.M., CPA, LevitZacks
- Co-Moderator: Kaveh Imandoust, JD, MBT, CPA, RJS LAW
- Co-Moderator: Sam Imandoust, Esq., Of Counsel, RJS LAW
12:20 p.m. – Luncheon
12:30 p.m. -1:30 p.m. – Keynote Speaker
1:20 p.m. – Presentation of Richard Carpenter Excellence in Tax Award to the 2024 Recipient Sandra R. Brown, Esq., Principal, Hochman Salkin Toscher Perez P.C.
1:45 p.m. – 2:45 p.m. – Selective Current Tax Policy Issues
- Miranda Perry Fleischer, Esq., Professor of Law, USD School of Law (invited)
- David Bowen, Esq., Professor, USD School of Law (invited)
- Michelle Layser, Esq., Associate Professor, USD School of Law (invited)
- Moderator: Paul Yong, Esq., Professor of Practice, Director of Graduate Tax Programs, USD School of Law. Vice President, Chief Tax Counsel, Sempra
2:45pm -2:50pm – Break
2:50 p.m. – 3:50 p.m. – The Nuts And Bolts Of Taking A Tax Case To Trial In the U.S. Tax Court
- Lisa Nelson, Esq., LL.M., Partner, Taylor Nelson Amitrano LLP
- Chad Nardiello, Esq., Principal at Nardiello, Turanchik, LLP
- Judge Emin Toro, Judge at United States Tax Court
- Joseph A. Broyles, Esq., CPA, The Law Offices of Joseph A. Broyles, Inc.
- Moderator: Richard Carpenter, Esq., Richard Carpenter Tax Law Office, Adjunct Professor of Law, USD School of Law
3:50 p.m. – 4:00 p.m. – Break
4:00 p.m. – 5:30 p.m. – Resolving a Criminal Tax Matter, Criminal Investigations, Plea Deals, & Sentencing
- Caroline D. Ciraolo, Esq., Partner, Kostelanetz LLP
- Honorable Larry Alan Burns, Senior US District Judge, US District Court Southern District of California
- Sandra R. Brown, Esq., Principal, Hochman Salkin Toscher Perez P.C.
- Carl Brooker, Esq., Assistant United States Attorney (invited)
- Moderator: Charles P. Rettig, Esq., Former Commissioner, Internal Revenue Service (invited)
5:30 p.m. – 7:00 p.m. – Networking Reception with Hosted Bar and Dinner
5:30 p.m. – 5:40 p.m. – Closing remarks by Jordan Z. Marks, Esq., Assessor/Recorder/County Clerk, County of San Diego
Continuing Education
The University of San Diego School of Law is a State Bar of California-approved MCLE provider.
RJS LAW is a registered Continuing Education provider with the IRS.
2024 Recipient of the Richard Carpenter Excellence in Tax Award
Sandra R. Brown, Esq.,
Principal, Hochman Salkin Toscher Perez P.C.
2024 Sponsorship Levels
We invite you to partner and grow with USD School of Law – RJS LAW Tax Institute by becoming a sponsor. Your sponsorship is the most effective way to demonstrate your support of the Institute while ensuring maximum exposure for your organization. In addition to being a great marketing opportunity, all money raised will go to support USD’s philanthropy, community outreach, and low-income legal clinics that benefit the San Diego community. It is a wonderful chance to support the leaders of tomorrow as well as those in need of legal assistance who cannot afford it.
To learn more about becoming a sponsor, please contact:
Jeanette Nichols Associate Director Law Development, USD School of Law (619) 260-7554 | [email protected]