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IRS Tax Updates for Cannabis Accountants

Inside The IRS: A Look At 2023 Updates For Cannabis Federal Taxes

May 23, 2023 at 10 AM PT


IRS Tax Updates for Cannabis Accountants: What You Need to Know in 2023

Navigating tax compliance in the cannabis industry can feel like walking through a legal maze. From constantly evolving legislation to strict federal scrutiny, cannabis accountants are under pressure to stay ahead of every rule change—especially when it comes to the IRS. Missing recent IRS tax updates for cannabis accountants could mean the difference between staying compliant or facing serious financial consequences for your clients.

The stakes are high. Inaccurate reporting or ignoring new federal requirements can lead to thousands of dollars in tax penalties, legal issues, and even license revocation. That’s why understanding the latest IRS guidance is critical for anyone working with cannabis businesses.

At NACAT Pros, we’re proud to be an IRS partner—giving us a direct line to the latest federal tax updates impacting cannabis accountants. We’re committed to helping you stay ahead of compliance requirements so you can better serve your clients and protect their bottom line.

On Tuesday, May 23rd, at 10AM PT, don’t miss our expert-led session:

Inside the IRS: A Look at 2023 Updates for Cannabis Federal Taxes
Featuring IRS insiders Ligia Mathews, CPA, Laurél Ortiz, and Jeff Rodgers, this session will focus on the most relevant IRS tax updates for cannabis accountants this year.

Here’s what you can expect:

  • Key findings from 50 test audits conducted by the Treasury Inspector General for Tax Administration (TIGTA), with insight into how they affect the cannabis industry

  • The latest guidance on Cannabis Participant Guides and how they can help CPAs better prepare their clients for inevitable audits

  • Clarity on the IRS audit selection process, so cannabis accountants can better manage client risk

  • A breakdown of tax codes 280E and 471(c)—and what IRS updates mean for tax prep, deductions, and overall strategy

Whether you’re advising a dispensary, manufacturer, or vertically integrated operator, understanding IRS tax updates for cannabis accountants is non-negotiable in 2023. This session will give you tools, insights, and first-hand access to information that most cannabis-focused accounting professionals don’t have.

Be proactive. Join NACAT Pros and IRS officials for this must-attend event and take the guesswork out of federal cannabis tax compliance.

 

This Event Has Passed – Watch the Replay

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IRS Tax Updates for Cannabis Accountants

Ligia Mathews, CPA, Laurél Ortiz, and Jeff Rodgers

THE IRS (THE INTERNAL REVENUE SERVICE)

Ligia Mathews, CPA

SENIOR PROGRAM ANALYST
Ligia Mathews is an Internal Revenue Agent and Senior Program Analyst with the Internal Revenue Service. She is employed in the Small Business/Self-Employed Division, Examination Headquarters Technical Services. She has over 40 years of experience with this agency. She has worked as a Headquarter Analyst for several programs including marijuana industry compliance on a national level for about six years. As the analyst for marijuana industry compliance, she works on managing the program. This involves such activities as updating technical information on IRS.gov, serving as an advisor for technical issues, coordinating training, and working to achieve strategic goals such as ensuring coordination with various business operating divisions, examination areas, and collaboration with outside stakeholders.

Laurél Ortiz 

GROUP MANAGER FOR THE OFFICE OF FRAUD ENFORCEMENT (OFE) FIELD OFFICE
Laurél Ortiz currently serves as a Group Manager for the Office of Fraud Enforcement (OFE) Field Office. In this role, she oversees a cadre of fraud specialists whose primary role is to assist compliance employees in fostering voluntary compliance through the recommendation of a criminal investigation and/or civil penalties against taxpayers who evade the assessment and/or payment of taxes.

Laurel has extensive fraud experience. She is a Certified Fraud Examiner. She began her career at the IRS in SB/SE Exam as a Revenue Agent. After working as a SEP Agent and a Grand Jury Agent, she decided to become a Fraud Technical Advisor and later a Fraud Technical Enforcement Advisor. Laurel brings fraud knowledge, specialized skills, and passion for removing barriers as OFE continues to move forward in achieving our goals and vision. In 2019, Laurél was detailed to assist with both the Covid Care Credit Project and PPP Loans. She was also detailed in 2021 & 2022, to assist with teaching Marijuana Workshops to Revenue Agents throughout the country.

Laurel has a Bachelor of Accountancy and a Master of Accountancy degree from Avila University. Laurel lives on her farm, near Ft. Worth, TX with her husband, Dominic. In her spare time, she has been a long-time volunteer teaching dance to children who otherwise may not have the opportunity to do so.

Jeff Rodgers

ATTORNEY IN THE IRS OFFICE OF CHIEF COUNSEL’S SMALL BUSINESS/SELF-EMPLOYED (SB/SE) DIVISION
Jeff Rodgers is an attorney in the IRS Office of Chief Counsel’s Small Business/Self-Employed (SB/SE) Division, where he primarily litigates deficiency disputes in the Tax Court. Jeff also assists the Department of Justice Tax Division in litigating various collections- and/or refund-related suits. He joined SB/SE’s marijuana cadre in 2022, as well as the virtual currency/digital assets cadre in 2023. Jeff joined Counsel in 2019 after graduating from the University of Southern California Gould School of Law. In the evenings, he also teaches Undergraduate Law Review at USC.

 

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