Eastern PA Working TogetherEastern PA Working Together

13th Annual Conference13th Annual Conference

May 22, 2014May 22, 2014

Not attending the 2014 Eastern PA Not attending the 2014 Eastern PA Working Together ConferenceWorking Together Conference

Current Developments in Current Developments in IRS SB/SE Exam Programs IRS SB/SE Exam Programs

Russell Hauer, CPA – ModeratorRussell Hauer, CPA – ModeratorPICPA PICPA

Dennis M. Brown, CPADennis M. Brown, CPAIRS Territory ManagerIRS Territory Manager

Michael Malatesta, CPAMichael Malatesta, CPAIRS Supervisory Appeals OfficerIRS Supervisory Appeals Officer

Frank Cellini, EA, ATA, ATP Frank Cellini, EA, ATA, ATP PSTAP

Current Developments in IRS Current Developments in IRS SBSE Field Collection Programs SBSE Field Collection Programs

Nicholas Crocetti, CPA -- ModeratorNicholas Crocetti, CPA -- ModeratorPICPAPICPA

Ina Weiner, Esq.Ina Weiner, Esq.IRS SBSE Supervisory Tax AttorneyIRS SBSE Supervisory Tax Attorney

George Meyers, EA George Meyers, EA PSEAPSEA

James Smith James Smith IRS Supervisory Collection Manager

Darryl LeeIRS Supervisory Appeals Officer

CURRENT DEVELOPMENTS IN IRS LB&I ProgramCURRENT DEVELOPMENTS IN IRS LB&I Program&&

International Compliance IssuesInternational Compliance Issues

Thomas Ostrander, Esq. -- ModeratorThomas Ostrander, Esq. -- ModeratorPA Bar Association PA Bar Association

Hope Krebs, Esq. Hope Krebs, Esq. PA Bar AssociationPA Bar Association

James Fee, Esq.James Fee, Esq.IRS LB&I Senior Level CounselIRS LB&I Senior Level Counsel

Karen M. Hawkins, CPAKaren M. Hawkins, CPAIRS LB&I Program ManagerIRS LB&I Program Manager

Richard Mariette, CPARichard Mariette, CPAIRS LB&I Team LeaderIRS LB&I Team Leader

Jason Kuratnick, Esq. Jason Kuratnick, Esq. IRS SB/SE Supervisory Trial AttorneyIRS SB/SE Supervisory Trial Attorney

Current Developments in IRS Practitioner OversightCurrent Developments in IRS Practitioner Oversight& &

“Procedurally Taxing” Blog“Procedurally Taxing” Blog

Ronald M. Wiener, Esq. -- ModeratorRonald M. Wiener, Esq. -- ModeratorPA Bar Association PA Bar Association

Robert Malone, Esq. Robert Malone, Esq. IRS Office of Professional ResponsibilityIRS Office of Professional ResponsibilitySupervisory Attorney-AdvisorSupervisory Attorney-Advisor

James Fee, Esq.James Fee, Esq.IRS LB&I Senior Level CounselIRS LB&I Senior Level Counsel

Karen M. Hawkins, CPAKaren M. Hawkins, CPAIRS LB&I Program ManagerIRS LB&I Program Manager

Richard Mariette, CPARichard Mariette, CPAIRS LB&I Team LeaderIRS LB&I Team Leader

Jason Kuratnick, Esq. Jason Kuratnick, Esq. IRS SB/SE Supervisory Trial AttorneyIRS SB/SE Supervisory Trial Attorney

PA Department of Revenue Update:PA Department of Revenue Update:Bureau of Corporation TaxesBureau of Corporation Taxes

& Personal Income Tax& Personal Income Tax

William Kellogg, Esq. -- ModeratorWilliam Kellogg, Esq. -- ModeratorPricewaterhouseCoopers , Managing Director PricewaterhouseCoopers , Managing Director

Thomas BordnerThomas BordnerDirector, Bureau of Corporation TaxesDirector, Bureau of Corporation Taxes

Greg SkotnickiGreg SkotnickiAssistant Director, Bureau of Corporation Taxes Assistant Director, Bureau of Corporation Taxes

Valerie GreeneValerie GreeneTax Manager, Bureau of Corporation Taxes Tax Manager, Bureau of Corporation Taxes

David Braden, CPADavid Braden, CPAAssistant to the DirectorAssistant to the DirectorBureau of Personal Income TaxBureau of Personal Income Tax

IRS Campus Compliance Programs:IRS Campus Compliance Programs:Correspondence ExaminationsCorrespondence Examinations

Automated UnderreporterAutomated Underreporter

Richard Furlong - ModeratorRichard Furlong - ModeratorIRS SB/SE Senior Stakeholder Liaison IRS SB/SE Senior Stakeholder Liaison

Lisa McAllister, EA Lisa McAllister, EA PSEAPSEA

Lisa Chan Lisa Chan Philadelphia Campus CompliancePhiladelphia Campus ComplianceExamination Operation – Department ManagerExamination Operation – Department Manager

Tracy SmithTracy SmithPhiladelphia Campus Compliance Philadelphia Campus Compliance Automated Underreporter – Department Manager

IRS Liaison & Advisory Groups:IRS Liaison & Advisory Groups:The Practitioners’ Voice in Tax AdministrationThe Practitioners’ Voice in Tax Administration

Richard Furlong - ModeratorRichard Furlong - ModeratorIRS SB/SE Senior Stakeholder Liaison IRS SB/SE Senior Stakeholder Liaison

Sean Brennan, CPA Sean Brennan, CPA PICPAPICPA

Phyllis Horn Epstein, Esq. Phyllis Horn Epstein, Esq. PA Bar AssociationPA Bar Association

Stephen Mankowski, CPAStephen Mankowski, CPANCCPAPNCCPAP

Lois Lombardo Lois Lombardo IRS Local Taxpayer AdvocateIRS Local Taxpayer Advocate