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CPE Processing Fee$10.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax Update)
CE Credits 1.0 hour
Course Id# - HURS9-U-00480-19-S
Course LevelBasic
Instructional MethodQAS Self-Study
Advance PreparationNone
Recorded DateJun 20, 2019
Date OfferedAug 07, 2019
Course Description

As businesses become larger, more complex, and multinational, the IRS must continue to re-calibrate existing programs and launch new initiatives to address taxpayers’ changing needs. LB&I’s job has become even more challenging with passage of the Tax Cuts and Jobs Act. Hear directly from LB&I Commissioner Doug O’Donnell and senior members of his management team as they discuss important new programs and innovations for the coming year.

Learning Objectives

  • Identify developments and initiatives happening in Large Business and International (LB&I) tax law.

Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 0:18:00 minutes
QUESTION 2: 0:46:00 minutes
QUESTION 3: 1:00:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
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Sharon Katz-Pearlman

National Principal-in-Charge, Tax Controversy Services
(212) 872-6084


Sharon Katz-Pearlman is the National Principal-in-Charge of KPMG’s Tax Dispute Resolution Network in the US.  She also serves as KPMG International’s Head of Global Tax Dispute Resolution & Controversy, overseeing a network of dispute resolution specialists from KPMG’s member firms.
Sharon advises clients during all phases of the “disputes continuum”, from “predispute” (e.g. audit readiness, voluntary disclosures, pre-filing assistance) through examination, appeals and the full range of alternate dispute resolution processes.  With more than 25 years of experience in the field, Sharon works with clients on all aspects of their IRS matters, dealing with a wide variety of domestic and international tax issues.

Jennifer Best

Director, Treaty & Transfer Pricing Operations Practice Area

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Jennifer L. Best is the Director, Treaty and Transfer Pricing Operations (TTPO) in the LB&I Division. TTPO programs under Jennifer’s direction include Treaty Administration, Advance Pricing and Mutual Agreement (APMA), Transfer Pricing Practice and the TTPO Practice Network. Jennifer is responsible for planning, developing, directing and monitoring treaty and transfer pricing issues and related competent authority programs to ensure consistently strong administration of these issues throughout the IRS.

Prior to this assignment, Jennifer served as Assistant to the Director for the Treaty and Transfer Pricing Operations and was responsible for supporting key programs and strategies in the transfer pricing and treaty administration practice areas.

She previously served as the Acting Director Field Operations, Transfer Pricing Practice and was responsible for transfer pricing examination work across the country. Jennifer also served as the Program Manager for the Treaty Assistance and Interpretation Team and in that role, she supported the overall mission of the U.S. Competent Authority and was responsible for all matters and cases arising under U.S. tax treaties involving double taxation, residency issues, and treaty benefits. She built relationships with U.S. tax treaty partners and engaged in face-to-face negotiations of complex tax treaty interpretive matters with representatives of foreign tax administrations.

Prior to working in LB&I, Jennifer served as a Senior Attorney-Advisor to the Deputy Commissioner for Services and Enforcement. In that role, she worked on a variety of projects including the Service’s Offshore Voluntary Disclosure Program and the Streamlined Filing Compliance Procedures.

Before joining the IRS in 2010, Jennifer was a Trial Attorney in the Department of Justice, Tax Division handling civil tax cases, including refund and collection suits, tax shelters, injunction actions, FOIA complaints, and bankruptcy disputes.

Barbara Harris

Director, Northeastern Compliance Practice Area

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Barbara L. Harris is the Director Northeastern Compliance Practice Area in Large Business &International (LB&I) division. She provides leadership to approximately 800 revenue agents located in a geographic area from Virginia to Maine. In this position, Barbara is responsible for providing executive oversight for administering tax compliance for taxpayers involved in the financial service industry - such as banking, insurance and securities -, pharmaceutical industry and heavy manufacturing industry.

Douglas O'Donnell

Commissioner, Large Business and International Division

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Douglas is Commissioner of the Internal Revenue Service’s Large Business and International (LB&I) Division headquartered in Washington, D.C. In this role, he is the United States Competent Authority and oversees tax administration activities for domestic and foreign businesses and partnerships with a United States tax reporting requirement and assets equal to or exceeding $10 million as well as the Global High Wealth and International Individual Compliance programs.
Prior to his current executive appointment, Mr. O’Donnell served as the Deputy Commissioner (International) in LB&I. In this role he was responsible for planning, developing, directing, and implementing a comprehensive servicewide tax administration program that enhances compliance with international tax laws, ensures consistency in taxpayer treatment, continuously improves systems and processes and effectively allocates resources to meet servicewide international tax administration priorities.  
Mr. O’Donnell previously served in other executive positions including the Assistant Deputy Commissioner, International; Director, Competent Authority & International Coordination; Director of International Compliance, Strategy & Policy; Deputy Director, Pre-Filing and Technical Guidance; and the Director of Field Operations, Heavy Manufacturing and Transportation Industry.  
Mr. O’Donnell began his career with IRS in 1986 as a revenue agent in Washington, D.C.  He holds a Bachelor’s of Science degree in accounting from the University of Maryland, College Park, and is a Certified Public Accountant in the state of Maryland.

Theodore Setzer

Assistant Deputy Commissioner (International), Large Business & International Division

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Theodore Setzer is the Assistant Deputy Commissioner (International) within the Large Business and International (LB&I) Division of the United States Internal Revenue Service.  He has been delegated Competent Authority status for the United States.  He coordinates the IRS’s engagements with international organizations including the Organization for Economic Cooperation and Development (OECD), the Forum on Tax Administration (FTA), and the Global Forum on Transparency and Exchange of Information for Tax Purposes.  As a member of LB&I’s Compliance Strategy Council, he is a leader in the development and execution of LB&I’s strategy for compliance enforcement.
Mr. Setzer previously served as Director of the Foreign Payments Practice within LB&I.  In that role, he was responsible for developing and coordinating LB&I’s overall international information reporting and withholding tax compliance activities.  Prior to joining LB&I, Mr. Setzer spent nearly ten years in the IRS Office of Chief Counsel, most recently as Deputy Associate Chief Counsel for Strategic International Programs, where he oversaw his office’s role in negotiating, interpreting, and administering tax treaties and other international agreements.  Mr. Setzer also represented the Office of Chief Counsel at the OECD and other multinational organizations and played a major role in coordinating the IRS’s strategy for combating abusive tax shelters.  Prior to joining the IRS, Mr. Setzer practiced law at firms in Washington, D.C. and Phoenix, Arizona.  
Mr. Setzer holds a B.S.B.A. from Northern Arizona University (1991), a J.D. from the University of Arizona (1994), and an LL.M. in taxation from New York University (1995).

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About Our Presenter

For nearly 85 years, the NYU School of Professional Studies has been a deeply respected institution of higher education that is grounded in applied learning. It has served as a source of empowerment for individuals from NYC, across the country, and around the world, who aspire to become the next generation of leaders and innovators of industry.

Throughout its rich history, NYUSPS has met the needs of the students and the professional communities it serves. From its early years, training returning World War II veterans to fulfill the nation’s urgent need for skilled technical workers, it has evolved into a professional education powerhouse that offers 19 graduate degrees, 13 bachelor’s degrees, four associate’s degrees, and a plethora of non-degree courses and credentials. It is focused on building skills that open doors to opportunities in emerging fields and global markets.