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MONTHLY LUNCHEON
Plan Corrections: Update on the Employee Plans Compliance Resolution System (“EPCRS”) Under IRS Revenue Procedure 2013-12
Thursday, March 21, 2013
11:30 a.m. to 1:00 p.m.
Phoenix Country Club
7th Street and Thomas Road

Presented by

Chuck Whetstine of Charles W. Whetstine, P.C.

David Heap of Fennemore Craig

Thelma C. Diaz of the IRS

The panel will review and discuss the IRS’s new Revenue Procedure 2013-12, which governs the correction procedures under EPCRS.  In particular, the panel will review any significant changes to the Self Correction, Voluntary Correction and Audit CAP procedures.  Attendees are invited to submit written questions or topics for consideration by the panel.  The written questions or topics can be sent to chuck@cwwpc.com.

Charles Whetstine

Charles “Chuck” Whetstine is a practicing attorney in Phoenix, Arizona.  Formerly a shareholder of a mid-size Phoenix law firm, in 1997 Mr. Whetstine formed his own firm and is of counsel to the firm Frazer, Ryan, Goldberg & Arnold.  He is a Certified Specialist, Taxation - Arizona Board of Legal Specialization, and his practice is primarily limited to qualified retirement plans, employee benefits, and estate and business planning.  Mr. Whetstine graduated from Arizona State University in 1976, and obtained his law degree from the University of Arizona in 1979.

David Heap

David Heap practices in executive compensation and employee benefits law, including 401(k), 403(b), 457, pension, ESOPs, SERPs, cafeteria, stock-related and medical plans, at Fennemore Craig.  He is a Certified Specialist, Taxation - Arizona Board of Legal Specialization.  Mr. Heap received his bachelor’s degree in 1974 and his law degree in 1979 from Brigham Young University.    

Thelma C. Diaz

Thelma C. Diaz is a Program Coordinator for the IRS' Employee Plans Voluntary Compliance Program.  Her responsibilities include assisting with the resolution of applications made under VCP, assisting with the development of the revenue procedure relating to the correction programs for qualified plans, providing information on correction programs, and responding to inquiries relating to plan corrections and potential VCP submissions. Other duties involve providing analysis and support to the Manager of Voluntary Compliance in regard to the delivery and monitoring of the Employee Plans Compliance Resolution System (EPCRS). Thelma has worked with the examination, determination letter, review and voluntary compliance functions of Employee Plans Division since 1987. Thelma has received a B.S. in Accountancy and is a 1987 graduate of University of La Verne.

The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events.