Past Events

Past Events

(Click here to view current events.)


Saturday, August 11, 2018
8:30 am – 12:00 pm
California Mission Society of Enrolled Agents

Steven L. Walker will present on the topic of “Virtual Currency and the IRS.”

Campbell Community Center
1 W Campbell Ave C-31
Campbell, CA 95008

Google map and directions


Friday, July 20, 2018
9:50 am – 10:50 am
Third Annual USD School of Law Tax Controversy Institute

Steven L. Walker will participate in a panel titled, “Protecting Your Client Against the Issuance of a Summons and Summons Enforcement.”  Panelists will explore the different types of summons that can be issued in both civil and criminal cases, the scope of the summons power, and how the issuance of summonses can affect the statute of limitations on assessment.

University of San Diego School of Law
5998 Alcala Park
San Diego, CA 92110

Google map and directions


Tuesday, July 17, 2018
6:40 pm – 8:30 pm
IRS and Virtual Currency

Steven L. Walker present before the Orange County Chapter of the California Society of Enrolled Agents on the topic of IRS and Virtual Currency.

The Phoenix Club
1340 S. Sanderson Avenue
Anaheim, CA 92806

Google map and directions


Friday, June 29, 2018
8:00 am – 9:40 am
FTB and IRS Tax Collection and California Community Property

Steven L. Walker will be presenting before the California Society of Enrolled Agents on the California Franchise Tax Board and IRS’ ability to collect against California community property, and the best strategies and tactics in handling a collection case.

Grand Sierra Resort & Casino
2500 East Second Street
Reno, NV 89595

Google map and directions


Thursday, June 28, 2018
10:10 am – 11:50 am
I Need to Read a Tax Treaty?  Now What?

Steven L. Walker will be presenting before the California Society of Enrolled Agents on how to read a United States income tax treaty.

Grand Sierra Resort & Casino
2500 East Second Street
Reno, NV 89595

Google map and directions


Thursday, June 14, 2018
12:00 pm – 1:30 pm
Recent IRS Developments – Civil and Criminal Tax Penalties

Steven L. Walker will be presenting before the San Francisco Tax Club. This program will cover important developments with respect to practice before the Internal Revenue Service, including (1) recent guidance from the Internal Revenue Service in response to the Tax Cuts and Jobs Act, (2) new proposed regulations dealing with contractor summons participation, (3) updates on IRS passport program, (4) Coinbase case dealing with summons enforcement action on virtual currency, (5) Bedrosian case dealing with FBAR penalties, and (6) a new code section 162(f) dealing with the deductibility of restitution payments.

One Market Restaurant
1 Market St.
San Francisco, CA 94105

Google map and directions


Wednesday, May 23, 2018
3:40 pm – 4:40 pm
Choice of Entity Considerations

Steven L. Walker will participate in the panel titled, “Federal and California Choice of Entity Considerations” at the 6th Annual IRS-SJSU Small Business Tax Institute.  The program deals with how the TCJA provisions affect choice of entity considerations for new and existing small businesses including relevance of California taxes.

Biltmore Hotel
2151 Laurelwood Rd
Santa Clara, CA 95054

Google map and directions


Thursday, September 21, 2017
7:30 p.m. – 8:30 p.m.
Responsible Person Liability for Trust Fund Taxes – IRC § 6672

Steven L. Walker will be presenting before the Golden Gate Society of Enrolled Agents on the topic of “Defending Clients Against the IRS Trust Fund Recovery Penalty.”

Crowne Plaza Hotel
1221 Chess Drive Foster City, CA 94404

Google map and directions


Saturday, August 26, 2017
9:00 a.m. – 12:35 p.m.
Innocent Spouse Relief

Steven L. Walker will be presenting before the Mission Society of Enrolled Agents on the topic of “What happens when my client says that he or she is an innocent spouse?”


Saturday, August 5, 2017
9:00 a.m. – 12:35 p.m.
Foreign Investors of U.S. Real Property

Steven L. Walker will be presenting before the Mission Society of Enrolled Agents on the topic of Foreign Investors of U.S. Real Property.


Wednesday, August 2, 2017
Information Returns – International and Current IRS Enforcement Priorities

Steven L. Walker will speak before the National Association of Enrolled Agents in Las Vegas, Nevada, on the topics of Information Returns – International and Current IRS Enforcement Priorities.

The Cosmopolitan of Las Vegas
3708 Las Vegas Blvd South
Las Vegas, NV 89109

Google map and directions


Tuesday, July 18, 2017
9:05 a.m. – 10:05 a.m.
International Tax Issues

Steven L. Walker will speak before The California Society of Certified Public Accountants (CalCPA) at the Estate and Trust Planning Conference in San Francisco, California (and by webcast) on the topic of International Tax Issues.

Golden Gate University
536 Mission Street
San Francisco, CA 94105

Google map and directions


Wednesday, July 12, 2017
12:00 pm – 1:30 pm
California Income Taxation of Trusts

Filip Babic will speak before the Silicon Valley Bar Association in San Jose, California on the topic of California income taxation of trusts.

Three Flames Restaurant
1547 Meridian Avenue
San Jose, California 95125

Google map and directions


Thursday, June 29, 2017
3:30 p.m. – 5:10 pm
Taxation of Foreign Investors in U.S. Real Estate

Steven L. Walker will speak at Super Seminar before the California Society of Enrolled Agents in Reno, Nevada, on the topic of Taxation of Foreign Investors in U.S. Real Estate.

Grand Sierra Resort & Casino
2500 East 2nd Street
Reno, Nevada 89595

Google map and directions


Wednesday, June 28, 2017
8:00 a.m. – 11:50 a.m.
Offshore Compliance Issues: Problems and Solutions

Steven L. Walker will speak at Super Seminar before the California Society of Enrolled Agents in Reno, Nevada, on the topic of Offshore Compliance Issues: Problems and Solutions.

Grand Sierra Resort & Casino
2500 East 2nd Street
Reno, Nevada 89595

Google map and directions


Friday, June 23, 2017
8:35 a.m. – 10:05 a.m.
Tax Aspects of Foreign Investment in U.S. Residential Real Estate

Steven L. Walker will speak before The California State Bar at the 2017 Annual Income Tax Seminar in San Francisco, California (and by webcast) on the topic of Tax Aspects of Foreign Investment in U.S. Residential Real Estate.

Golden Gate University
536 Mission Street
San Francisco, CA 94105

Google map and directions


Tuesday, June 20, 2017
8:00 am – 9:00 am
IRS International Tax Examinations and Investigations

Steven L. Walker will speak before CalCPA in Walnut Creek, California.  The presentation will focus on representing clients who are the subject of a civil examination or criminal investigation and have offshore compliance issues.

Event details

Sunrise Bistro and Catering
1559 Botelho Drive
Walnut Creek, CA 94596

Google map and directions


Wednesday, May 17, 2017
3:30 p.m. – 5:10 p.m.
Taxation of Foreign Investors in U.S. Real Estate

Steven L. Walker will speak at Super Seminar before the California Society of Enrolled Agents in Las Vegas, Nevada, on the topic of Taxation of Foreign Investors in U.S. Real Estate.

Rio All-Suite Hotel & Casino
3700 W Flamingo Road
Las Vegas, NV 89103

Google map and directions


Tuesday, May 16, 2017
8:00 a.m. – 11:50 a.m.
Offshore Compliance Issues: Problems and Solutions

Steven L. Walker will speak at Super Seminar before the California Society of Enrolled Agents in Las Vegas, Nevada, on the topic of Offshore Compliance Issues: Problems and Solutions.

Rio All-Suite Hotel & Casino
3700 W Flamingo Road
Las Vegas, NV 89103

Google map and directions


Thursday, March 24, 2017
12:00 p.m. – 1:45 p.m.
Managing the Risks of IRS Penalties

Steven L. Walker will speak before The San Francisco Bar Association in San Francisco, California (and by webcast) on the topic of Managing the Risks of IRS Penalties.

BASF Conference Center
301 Battery Street
3rd Floor
San Francisco, CA 94111

Google map and directions


Wednesday, February 22, 2017
12:00 p.m. – 1:30 p.m.
Non-Citizen Tax Issues 

Steven L. Walker will speak before the Silicon Valley Bar Association in Santa Clara, California, on the topic of Non-Citizen Tax Issues.

Marriott Santa Clara
2700 Mission College Boulevard
Santa Clara, California 95054

Google map and directions