2023 Annual Round-Up of IRS & CO Tax Updates

November 16, 2023

Come chat the tax and catch up with the latest doings of your pardners’ in public accounting. This is where elders spin their tales of yore, greenhorns amaze with their new-fangled notions & skills, and all have a fun time learning from each other. Bring a client’s nightmares to share and tame with help from a local TAS agent.

Before Nov 1^st: $150 – PASC members only $99

After Nov 1^st: $185 – PASC members $ 124

No walk-ins please

Thursday, November 16, 2023

Along with this line up of knowledgeable speakers, IRS TAS will be on-site to help resolve your lingering cases. Let us know if you need a slot or two into the TAS chute. To ride you need a 2848, a copy of the IRS Notice or other documentation, preferably including an IRS form 911 or similar summary of the issue. Only pre-registered attendees will be able to talk with TAS. Slots are limited, so first registered, first served.

7:30 am Check-In starts

8:10 am Cyber Security Updates - 1 CE

Neki Cox is a Communication & Liaison Division Senior Stakeholder Liaison in Denver. As a stakeholder relationship manager, she has served as a coordinator for IRS seminars, meetings, and multi-speaker engagements. She focuses on developing communication and educational opportunities with tax practitioner, civic, non-profit and for-profit business organizations in South Dakota and Nebraska. She has led and coordinated the IRS Disaster Assistance program with FEMA. She leads a cadre team that serve as tax professional data breach dispatchers to Criminal Investigation and other divisions.

9:00 am CO Legislative Updates & Making Taxes Less Taxing – 1.5 CE

Amber Egbert is the Director of Research & Legislative Services at the Colorado Department of Revenue. She has been with the Department since 2010 and she holds master's degrees in Economics and Public Administration from the University of Colorado Denver. Amber Egbert leads her team in analyzing, evaluating, and administering Colorado tax legislation and policy. Her priorities include supporting the network of tax support professionals who contribute directly to the success of the Colorado taxpayers and the Colorado Department of Revenue.

10:50 Break (10-minute Break)

11:00 am Taxpayer Advocate Service - 1 CE

Joe Garcia is the Local Taxpayer Advocate (LTA) for the Denver, Colorado, TAS office. Joe has led the Denver office as LTA for the past three years. Joe served in the Large Business and International (LB&I) division as a Frontline Manager in the Program Management Office within the Assistant Deputy Commissioner Compliance Integration where he oversaw and managed LB&I's Campaign Program from inception. He was also responsible for multiple compliance programs, including Fast Track Resolution, Rapid Appeals, Barred Statute Reporting and many more. Joe served as a key member for LB&I's Portfolio Management team and recently completed a detail to the Tax Exempt and Government Entities (TE/GE) division where he stood up the reporting structure for Compliance Strategies. He served in LB&I Compliance as a Revenue Agent and Team Manager where he oversaw large, Compliance Assurance Program (CAP) and industry cases with multiple compliance complexities, spanning various business structures. A Denver native, Joe spent eight years working in large public accounting prior to joining the IRS. Joe's passions outside of his work are for his two children, fly fishing and helping others.

Noon – Lunch

1:00 pm IRS Tax Law Updates including Residential Energy Credits & Clean Vehicle Credits - 3 CE

Ann Burton is a Communication & Liaison Division Senior Stakeholder Liaison who has worked for the Internal Revenue Service for 40 years and has a Bachelor of Arts degree in Business Administration from Arizona State University. During her employment with the IRS, Ann has worked as a Taxpayer Service Specialist, assisting individuals on the phone and in the Taxpayer Assistance Center on a variety of tax inquiries. Prior to her coming to Stakeholder Liaison function, Ann was a Manager in the Accounts Management Division. Currently, Ann works with national and local payroll associations, industry stakeholders and practitioners providing information on recent IRS tax law changes which affect them. Away from work Ann enjoys crocheting, walking, reading and watching movies.

3:30 Break (15-minute Break)

3:45 pm Criminal Investigations, Recent Case Reviews and Thwarting IRA Misinformation - 1 CE

Andy Tsui is the current Special Agent in Charge of IRS Criminal Investigation’s Denver Field Office. Mr. Tsui oversees IRS Criminal Investigation in Colorado, Idaho, Montana, & Wyoming. Mr. Tsui became a Special Agent with IRS Criminal Investigation in 2003 in the Houston Field Office. In 2010, he was promoted to Supervisory Special Agent in the Boston Field Office. He then transferred to IRS Criminal Investigation Headquarters as a Senior Analyst in the Special Investigative Techniques Section and was involved in the review and approval of the agency’s undercover operations. In 2014, Mr. Tsui was promoted to Assistant Special Agent in Charge in the San Antonio Field Office which was involved in significant OCDETF money laundering and asset forfeiture investigations. In 2019, Mr. Tsui was promoted to Special Agent in Charge of the Denver Field Office. Mr. Tsui earned a Bachelor of Science in Entrepreneurial Studies and Business Administration from Babson College.

4:45 pm Head for the hills and home or join some of us in the saloon to swap more tales over a cold drink while we wait for traffic to clear

All registrants will receive a pdf with the presentation material before the gathering. No hard copies will be available.

Thanks to Ann Burton & Amber Egbert for making this informative gathering possible.

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2023 Annual Round-Up of IRS & CO Tax Updates (In-Person, No Virtual Option)