The American Institute of CPAs will be holding its 2024 Fall Tax Division Meetings for on-site media on Wednesday, Nov. 13 in Washington, D.C. following the AICPA National Tax Conference. The meetings will include speakers from the Internal Revenue Service, the Treasury Department, and other tax groups.
During the lunch session, there will be a panel of staffers from Capitol Hill from House Ways & Means and Senate Finance committees to discuss the impact of the elections on federal tax policy and U.S. tax administration. This lunch session is open to the press.
Below is the list of government officials and other guest speakers who are scheduled to participate in the meetings of the AICPA Fall Tax Division’s committees and technical resource panels. All speakers are invited and may be subject to change. Some may be attending virtually or by phone.
If you would like to cover the meetings, please contact either Veronica Vera at veronica.vera@aicpa-cima.com or Kathleen Zinszer at kathleen.zinszer@aicpa-cima.com for press credentials. Please note – these meetings are not accessible online.
WHAT: 2024 AICPA Fall Tax Division Meetings
WHEN: Wednesday, November 13, 2024
WHO: Schedule of speakers detailed on agenda below
WHERE: The Omni Shoreham, 2500 Calvert St., N.W., Washington, D.C.
AGENDA:
Wednesday, November 13, 2024
9:30 a.m. – 10:30 a.m. S Corporation Tax Technical Resource Panel
Trust, Estate and Gift Tax Technical Resource Panel
Elizabeth Wagner, Senior Advisor to the Commissioner, LB&I
Andy McManus, Senior Revenue Agent, Passthrough Entities
Robert Alinsky, Branch Chief, Branch 3, Passthroughs & Special Industries, IRS Office of Chief Counsel
Christiaan Cleary, Senior Technician Reviewer, Branch 1, Passthroughs & Special Industries, IRS Office of Chief Counsel
9:30 a.m. – 10:30 a.m. Employee Benefits Tax Technical Resource Panel
Eric Slack, Director, Employee Plans, IRS
Lou Leslie, Senior Technical Advisor, Employee Plans, IRS
9:30 a.m. – 10:30 a.m. Tax Practice and Procedures Committee
IRS Advocacy & Relations Committee
Randy Soper, Chief, Artificial Intelligence, IRS
9:30 a.m. – 11 a.m. Individual & Self-Employed Tax Technical Resource Panel
International Tax Technical Resource Panel
Sulolit “Raj” Mukherjee, Executive Director, Digital Assets Initiative, IRS
Christopher Wrobel, Special Counsel to the Associate Chief Counsel, Income Tax & Accounting, IRS
10:30 a.m. – 11:30 a.m. Corporations & Shareholders Tax Technical Resource Panel
John B. Lovelace, Senior Counsel, Office of Associate Chief Counsel (Corporate), IRS
Colin Campbell, Attorney-Advisor, Treasury
10:30 a.m. – 11:45 a.m. Employee Benefits Tax Technical Resource Panel
Kyle Brown, Deputy Benefits Tax Counsel, Treasury
Lynne Camillo, Deputy Associate Chief Counsel (EEE), IRS
Helen Morrison, Deputy Benefits Tax Counsel, Treasury
Kurt Lawson, Associate Benefits Counsel, Treasury
Laura Warshawsky, Deputy Assoc. Chief Counsel (EEE), Office of Chief Counsel, IRS
10:30 a.m. – 11:45 a.m. Partnership Tax Technical Resource Panel
Elizabeth Wagner, Senior Advisor to the Commissioner, LB&I, IRS
Robert Alinsky, Branch Chief, Branch 3, Passthroughs & Special Industries, IRS Office of Chief Counsel
Christiaan Cleary, Senior Technician Reviewer, Branch 1, Passthroughs & Special Industries, IRS Office of Chief Counsel
10:45 a.m. – 11:45 a.m. IRS Advocacy & Relations Committee
Elizabeth Askey, Chief, IRS Independent Office of Appeals
Michael Bailiff, Senior Advisor, IRS Independent Office of Appeals
11:00 a.m. – 11:50 a.m. Corporations and Shareholders Technical Resource Panel
William W. Burhop, Senior Technicial Reviewer, Assoc. Chief Counsel (Corporate), IRS
John B. Lovelace, Senior Counsel, Office of Assoc. Chief Counsel (Corporate), IRS
Colin Campbell, Attorney-Advisor, Treasury
Christopher Wrobel, Special Counsel, Associate Chief Counsel (Income Tax & Accounting)
Jeremy Aron-Dine, Senior Counsel, Associate Chief Counsel (Corporate)
Christopher Wrobel, Special Counsel, Associate Chief Counsel (Income Tax & Accounting), IRS
Julie Hanlon-Bolton, Deputy Associate Chief Counsel, Office of Chief Counsel (Income Tax & Accounting), IRS
12:00 p.m. – 1:40 p.m. Lunch – Awards Presentation and Legislative Panel
Jamie Cummins, Senior Tax Counsel, U.S. Senate Finance Committee
Beverly Weshnak, Tax Counsel, U.S. House Committee on Ways and Means
Caroline Jones, Deputy Parliamentarian, U.S. House Committee on Ways and Means
Eric LoPresti, Tax Counsel, U.S. Senate Finance Committee
2:15 p.m. – 3:15 p.m. Employee Benefits Tax Technical Resource Panel
IRS Advocacy & Relations Committee
John McInelly, Executive Lead of Employee Retention Credit, IRS
Natalie Kleveno, Project Manager of Employee Retention Credit, IRS
2:00 p.m. – 2:45 p.m. State & Local Tax Technical Resource Panel
Aziza Farooki, Senior Director of Policy, Council On State Taxation
Fred Nicely, Senior Tax Counsel, Council On State Taxation
Pat Reynolds, President & Executive Director, Council On State Taxation
Stephanie Do, Senior Tax Counsel, Council On State Taxation
Priya Nair, Legislative Tax Counsel, Council On State Taxation
Todd Lard, Tax Counsel, Tax Executives Institute
2:00 p.m. – 3:00 p.m. Individual & Self-Employed Tax Technical Resource Panel
Amy Pfalzgraf, Associate Chief Counsel, Income Tax & Accounting, IRS
2:00 p.m. – 3:30 p.m. Tax Methods & Periods Technical Resource Panel
Scott Vance, Associate Chief Counsel, Income Tax & Accounting, IRS
Julie Hanlon-Bolton, Deputy Assoc. Chief Counsel, Income Tax & Accounting,
IRS
Deena M. Devereux, Attorney, Office of the Associate Chief Counsel, Income
Tax & Accounting, IRS
William A. Spiller, Tax Law Specialist, Office of the Associate Chief Counsel,
Income Tax & Accounting, IRS
Evan K. Hewitt, Special Counsel, Office of the Associate Chief Counsel, Income
Tax & Accounting, IRS
Shamik Trivedi, Attorney-Advisor, Office of Tax Legislative Counsel, Treasury
Heather Harman, Tax Policy Advisor, Office of Tax Legislative Counsel,
Treasury
Daniel Penrith, Tax Policy Advisor, Office of Tax Legislative Counsel, Treasury
Jo Lynn Ricks, Special Counsel, Income Tax & Accounting, IRS
Bridget Tombul, Office of Assoc. Chief Counsel, Income Tax & Accounting, IRS
Robert Testoff, Special Counsel, Assoc. Chief Counsel, Income Tax &
Accounting, IRS
2:00 p.m. – 3:30 p.m. Trust, Estate and Gift Tax Technical Resource Panel
Cathy Hughes, Attorney-Advisor, Office of Tax Policy, Treasury
Caitlin Dale, Senior Estate & Gift Tax Policy Legal Specialist, Estate and Gift
Tax Policy, IRS
Laura Warshawsky, Deputy Associate Chief Counsel (Employee Benefits),
Employee Benefits, Exempt Organizations, and Employment Taxes, IRS
Brandon Ford, General Attorney (Tax), Employee Benefits, Exempt
Organizations, and Employment Taxes, IRS
Jennifer Keeney, Special Counsel, Branch 1, IRS
Jeremy Brown, Attorney, Branch 3, IRS
Karlene Lesho, Branch Chief, Branch 4, IRS
Daniel Gespass, Senior Technician Reviewer, Branch 4, IRS
Leslie Finlow, Senior Technician Reviewer, Branch 4, IRS
Lara Banjanin, Senior Counsel, Branch 1 – Associate Chief Counsel,
International Office, Office of Chief Counsel, IRS
S. Eva Wolf, Senior Attorney (Tax), Office of Assoc. Chief Counsel (PSI), IRS
2:45 p.m. – 3:30 p.m. State & Local Tax Technical Resource Panel
Helen Hecht, Uniformity Counsel, Multistate Tax Commission
Brian Hamer, Counsel, Multistate Tax Commission
Richard Cram, Director, National Nexus Program, Multistate Tax Commission
Sharonne Bonardi, Executive Director, Federation of Tax Administrators
Brian Oliner, General Counsel, Federation of Tax Administrators
*All speakers are invited and may be subject to change. Some may be attending virtually or by phone.
The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with 400,000 members in the United States and worldwide, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting. AICPA sets ethical standards for its members and U.S. auditing standards for private companies, not-for-profit organizations, and federal, state and local governments. It develops and grades the Uniform CPA Examination, offers specialized credentials, builds the pipeline of future talent and drives continuing education to advance the vitality, relevance and quality of the profession.
Thanks for reading CPA Practice Advisor!
Subscribe Already registered? Log In
Need more information? Read the FAQs
Tags: Accounting
