Tax Audit Controversies with the IRS and FTB
Wednesday, November 18 @ 5:00 pm | City Club of SF
Featured Speaker: Jonathan Feldhammer, Wendy Abkin and Kim Peterson
* Please RSVP by November 11, 2026 to avoid a late registration fee.*
Join us for our November member meeting.
Agenda
- 5pm - 6pm: Networking, cocktails, and appetizers
- 6pm - 730pm: Meeting and content presentation
Cost
- $125 Members (pre-registered)*
- $185 Guests (pre-registered)*
*An additional $25 fee applies if you register at the door.
About the Speakers
Jonathan Feldhammer
Jon D. Feldhammer is a Partner at Baker Botts LLP and serves as the Partner-in-Charge of the firm's San Francisco office. He represents businesses, high-net-worth individuals, family offices, and fiduciaries in complex federal and state tax matters, with a practice spanning tax controversy, international tax, estate and gift tax, and wealth transfer planning.
A former Senior Trial Attorney with the Internal Revenue Service, Jon brings a unique insider perspective to resolving sophisticated tax disputes and advising clients on tax compliance and planning. He has extensive experience representing clients before the IRS, the California Franchise Tax Board, and state and federal courts, including matters involving estate and gift taxation, international tax reporting, valuation, trusts and estates, and cross-border tax issues.
Jon is a recognized leader in tax litigation and controversy and is a frequent speaker on emerging tax and estate planning issues. He has been recognized in The Best Lawyers in America for Litigation and Controversy – Tax and is an active member of the American Bar Association, the San Francisco Estate Planning Council, and the California Lawyers Association.
Wendy Abkin
Wendy Abkin is the founder of Abkin Law PLC and a nationally recognized tax controversy attorney with more than three decades of experience representing businesses, individuals, fiduciaries, and tax-exempt organizations in complex federal and state tax matters. Her practice focuses on tax controversy and litigation, including audits, appeals, voluntary disclosures, criminal tax investigations, and civil tax disputes before the Internal Revenue Service, the California Franchise Tax Board, and other state and local taxing authorities.
Before entering private practice, Wendy served as a trial attorney with the IRS Office of Chief Counsel, where she litigated cases before the United States Tax Court. She has also served as a law clerk to judges of the U.S. Tax Court and is a former Chair of the Taxation Section of the State Bar of California. A frequent speaker and educator, Wendy has taught tax law as an adjunct professor at Golden Gate University and is widely recognized for her leadership in tax litigation and controversy. She has been honored by The Best Lawyers in America for Tax Law and has been recognized by Super Lawyers for her outstanding work in the field.
Kim Peterson
Kimberley (Kim) Peterson McGuire is a Director in Tax at Armanino, where she advises clients on tax controversy, tax procedure, IRS examinations, administrative appeals, and complex tax litigation. She brings more than 30 years of experience representing taxpayers in high-stakes federal tax matters and developing strategies to resolve complex disputes with the Internal Revenue Service.
Prior to joining Armanino, Kim served as a Tax Managing Director at Deloitte and spent more than 15 years with the IRS Office of Chief Counsel, where she held several senior litigation and advisory roles. She has been recognized multiple times with the IRS Chief Counsel Team Litigation Award and has been listed in the International Tax Review's Tax Controversy Leaders Guide and Women in Tax Leaders Guide.
In addition to her practice, Kim has taught in the Master of Science in Taxation program at San José State University, sharing her expertise in tax procedure and controversy with graduate students. She earned her J.D. from the University of Arizona James E. Rogers College of Law and her bachelor's degree from University of California, Berkeley.
CE Credit: This activity may be approved for continuing education credit by the State Bar of California and CFP Board. Certificates are provided after attendance.
Excused Absence: Members can request an excused absence in writing emailing us prior to the meeting.
Cancellations must be received three business days prior to the meeting.
