​Private roundtable for Bay Area tax practitioners representing clients in IRS exams and appeals. The room will also include selected AI experts and investors interested in applied AI in regulated environments.

​Space is limited. RSVP required. Full participant list available after registration.

​Hosts

​ShoeboxIQ is a platform for responding to high-stakes, deadline-driven document requests.

​With support from CohnReznick, Aureum Leaders Circle and Silkroad Innovation Hub.

​Featured speaker

​Michael J. Desmond, former IRS Chief Counsel, now Chair and co-lead of the Tax Controversy and Litigation practice at Miller & Chevalier, and a ShoeboxIQ Advisory Board Member.

​What we will cover

​Working with the IRS in 2026 (Michael Desmond)

• ​Navigating slower IRS response cycles. Practical tactics to get answers and keep cases moving.

• ​How the IRS processes controversy matters today.

• ​Common practitioner missteps and their downstream consequences.

• ​Communications and submissions. Avoiding scope expansion and unnecessary follow-on requests.

​Case study: IRS response workflow automation and evidence analysis (ShoeboxIQ)

​William Reid, CEO of ShoeboxIQ, will host the room and moderate the Q&A. After leading payments and fintech innovation at Visa and First Data, he applies that systems perspective to modernizing document-heavy tax workflows.

​Program

• ​5:00 PM: Arrival, drinks, and appetizers

• ​5:30 PM: Welcome and room rules

• ​5:40 PM: Michael Desmond, talk + Q&A

• ​6:20 PM: Case Study + Q&A

• ​6:40 PM: Dinner and free-flow conversation

• ​8:00 PM: Close

​Room rules

• ​No recording.

• ​Chatham House Rule applies.

• ​No pitches.

• ​The prepared talk may be summarized or quoted with the speaker’s approval.