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.

Thanks for reading CPA Practice Advisor!

Subscribe for free to get personalized daily content, newsletters, continuing education, podcasts, whitepapers and more...

Already registered? Login

Need more information? Read the FAQ's

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.

Accounting