alliantgroup Guests:
- Andy Marulis (Tarlow & Co.)
- Allen Siler
- Annamaria Golia
- Bruce Hall (Watkins Meegan)
- Dave McKelvey (Friedman LLP)
- David A. Springsteen (Withum Smith+Brown, PC)
- Dina Bernstein (KatzAbosch)
- Dmitry Bogdashevsky (Graf Repetti & Co.)
- Drew Benenson (Tarlow & Co.)
- Ellen Minkow (MS 1040 LLC / Division of Ellen J Minkow CPA PC)
- Elliot Horowitz (Elliot Horowitz & Company LLP)
- Fred Slater (MS 1040 LLC / Division of Ellen J Minkow CPA PC)
- Giuseppo Celio
- Glenn Herman (ODMD)
- Greg Goldstein (Skwiersky, Alpert & Bressler LLP)
- Harvey Wahrman (Graf Repetti & Co.)
- Jim Wienclaw (Holtz Rubenstein Reminick LLP)
- Joel Boff (JH Cohn LLP)
- John Gold (LM Cohen & Co.)
- Josh Lluch (Singer Nelson & Charlmers)
- Kuldeepak Acharya (Anchin)
- Larry Weinstock
- Michael Gershon (KMR, LLP)
- Mike Sieczkowski (Tarlow & Co.)
- Newell Chavis (Singer Nelson & Charlmers)
- Peter Graf (Graf Repetti & Co.)
- Phil Elefonte (JH Cohn LLP)
- Rob Spierer (Perelson Weiner LLP)
- Robert Goldstein (Marks Paneth & Shron LLP)
- Ron Sanossian (Sanossian, Sardis & Co.)
- Sanford Weintraub (Holtz Rubenstein Reminick LLP)
- Stace N. Balitsos (Wiss & Co.)
- Steve Eller (RSSM)
- Steve Minson (DiCicco Gulman & Co.)
- Stuart Kamelhar (Elliot Horowitz & Company LLP)
alliantgroup Participants:
- Dhaval Jadav (CEO, alliantgroup)
- Sonny Grover (EVP, alliantgroup)
- Jeremy Fingeret (Managing Director of Operations, alliantgroup)
- Dean Zerbe (National Managing Director, alliantgroup)
- Mark Everson (Vice Chairman, alliantgroup; former IRS Commissioner)
- Michael Siegel (Managing Director, alliantgroup)
- Dave Mayer (Managing Director, alliantgroup)
- Steffanie Gunn (National Director of CPA Relations, alliantgroup)
- Estefania Quesnel (Director, alliantgroup)
- Debbie Huang (Director, alliantgroup)
- Jenny Lu (Associate Director, alliantgroup)
IRS Roundtable Discussion
LB&I officials cited two problems in particular: lack in overall communication between taxpayers and the IRS; and second, the complexities associated with the audit process. LB&I officials noted that a priority is having IRS exam teams partner with the taxpayer from start to finish of the audit process and to create an open and consistent channel of communication. By creating a plan of action for an examination and fostering a cooperative relationship, the IRS seeks to streamline the audit process and determine the most cost-effective solution for both parties.
LB&I also briefed CPAs on two programs: Compliance Assurance Process (CAP) and Fast-Track Mediation.
“The Compliance Assurance Process (CAP) allows a client to pre-file and receive a risk assessment before actually submitting their returns. Even though CAP has been open to all taxpayers, we have prioritized increasing awareness about this program in the middle market.”
- LB&I Executive
“We find that Fast-Track Mediation is an expeditious means of resolving specific questions in an audit.” - LB&I Executive
“We would like to emphasize that we want taxpayers and IRS employees to resolve matters when possible prior to appeals and we encourage CPAs to raise issues up through the IRS management chain, Manager to Territory Manager for example, for consideration before going to appeals.”
- LB&I Executive
“By explaining the intricacies and available solutions to these problems, we hope to provide CPAs the tools necessary to give their clients a better understanding of IRS processes and to help create a smoother working relationship.”
- LB&I Executive
Washington Update
Mark Everson and Dean Zerbe provided the CPA and client attendees a briefing on the latest tax news coming out of Washington.
“Most notably, we have seen a resurgence in domestic manufacturing and a renewed focus on creating and maintaining jobs in that and other crucial areas.”
- Mark Everson, Former IRS Commissioner and Vice Chairman, alliantgroup and Dean Zerbe, National Managing Director, alliantgroup
“I am pessimistic about any significant tax reform happening in this Congress.”
- Dean Zerbe, National Managing Director, alliantgroup
In Summation
“alliantgroup's work strengthens the relationship between CPAs and their clients as well as provides a voice for them. It is alliantgroup's goal to continue this dialogue with key IRS officials and our valued partners.”
– Dhaval Jadav, CEO, alliantgroup
Stay tuned for upcoming IRS roundtable discussions in Chicago, Houston, and Northern California!
