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Annual Income Tax Seminar

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2017-06-TAXSeminar_image

Presented by the Taxation Law Section

 

Friday, June 23, 2017

In two locations:

Whittier Law School
3333 Harbor Boulevard, Room 8
Costa Mesa, CA
REGISTER ONLINE HERE

Golden Gate University, School of Law
536 Mission Street, Rooms 2201-2202
San Francisco, CA
REGISTER ONLINE HERE

Earn 7.5 hours MCLE including 1.5 hours in Legal Ethics, and Taxation Law legal specialization credit

The registration deadline is Friday, June 16, 2017.

Program Schedule | Essential Info | Printable Brochure | Mail/Fax Reg. Form  

Program Schedule

Registration and Continental Breakfast

8 a.m.

Opening Remarks

8:30 a.m.

Tax Aspects of Foreign Investment in U.S. Residential Real Estate

Discussion of reporting issues and tax issues that arise when foreign investors invest in U.S. residential real estate.

Speakers:

  • William Norman, Ord & Norman (CM)
  • Raul Villarreal-Garza, Procopio; Pedro Corona de la Fuente, Procopio (CM)
  • Steven Walker, Law Offices of Steven L. Walker, APLC (SF)
  • Liliana Menzie, DLA Piper LLP (SF)
8:35 a.m. - 10: 05 a.m.

Bankruptcy and Dischargeability of Taxes

Discussing when, and if, income, employment, and sales tax are dischargeable in bankruptcy along with discussing current cases dealing with dischargeability of tax issues.

Speakers:

  • Peter Bowie, Ballard Spahr (CM)
  • Michael O’Halloran, Law Office of Michael O’Halloran (CM)
  • Basil Boutris, Vaught & Boutris LLP (SF)
10:10 a.m. - 11:40 a.m.

Lunch

11:45 a.m. - 12:15 p.m.

Ethical Issues to Consider When Dealing with Multiple Party Representation

When representing multiple parties in related cases or when representing a company and its officer(s), there are many ethical issues to consider before and during the representation. Should this be done? Is the conflict waivable? Etc. This session will focus on these issues and whether it is a good idea to move forward with such representation and what steps should be taken to protect yourself.

Speakers:

  • Kevan McLaughlin, McLaughlin Legal (CM)
  • Dan Eaton, Seltzer Caplan McMahon Vitek (CM)
  • Jeffrey A. Titus, Law Offices of Jeffrey A. Titus (SF)
  • Katrine Shelton (SF)
12:20 p.m. - 1:50 p.m.

1031 Exchange and California’s New Reporting Requirements

Discussion of current statutory and/or case law regarding 1031 exchanges, specifically the state of California’s new reporting requirements and related sourcing rules.

Speakers:

  • Ryan Gaglio, Baker Hostetler (CM)
  • Brad Martinson, Rutan & Tucker (CM)
  • Ciro Immordino, Franchise Tax Board Legal Division (SF)
  • Minna Yang, Wagner Kirkman Blaine Klomparens & Youmans, LLP (SF)
1:55 p.m. - 3:25 p.m.

Income Tax Update 2017

The presentation will focus on federal income tax developments in the past year that impact individual taxpayers and closely-held businesses. The first area to be reviewed will be federal tax legislation enacted during the past year. Next, proposed legislation and tax reform will be discussed. The final part of the presentation will review the important cases, rulings, notices, and regulations, including areas that the IRS has targeted for audit and litigation.

Speakers:

  • Stuart Simon, Buchalter (CM)
  • Ani Galyan, MillarLaw (CM)
  • Annette Nellen, Director, MST Program, San Jose State University (SF)
  • Aubrey Hone, Hone Maxwell LLP (SF)
3:30 p.m. - 5 p.m.

Essential Info

Printable Brochure

For your convenience, we're providing a printable brochure that replicates the information on this web page. (coming soon)

Register Online

Whittier Law School
3333 Harbor Boulevard, Room 8
Costa Mesa, CA
REGISTER ONLINE HERE

Golden Gate University, School of Law
536 Mission Street, Rooms 2201-2202
San Francisco, CA
REGISTER ONLINE HERE

Registration Deadline

In order to pre-register, your form and check, payable to The State Bar of California, or credit card information, must be received by Friday, June 16, 2017.

Register by Mail or Fax

Print out and complete the Mail / Fax Reg. Form  and return it with payment to The State Bar of California. Make checks payable to The State Bar of California. If paying by credit card, use VISA or MasterCard only. One registrant per form. Photocopies may be used.

Mail To:

Program Registrations
The State Bar of California
180 Howard Street
San Francisco, CA 94105

Or Fax To:

Program Registration at 415-538-2368. In order to fax your registration, credit card information is MANDATORY. (Photocopies of checks will NOT be accepted.)

Registration Fees

  • $150 Taxation Section Members  
  • $245 Non-Taxation Section Members (includes enrollment in the Taxation Law Section for 2017)
  • $75 Current Law Students

**Onsite registration fee is $245 for everyone (if space is available), please register in advance.

On-Site Registration

On-site registration will be on a space available basis. Call to confirm space availability.

Cancellations / Refund Policy

Cancellations and requests for refunds must be received in writing no later than Friday, June 16, 2017 and are subject to a $25 service charge. Refunds will not be available after Friday, June 16, 2017.

Special Assistance

For special assistance, please call 415-538-2580.

Questions

For registration information please call 415-538-2508. Telephone registrations will not be accepted. For program content and/or Section information please call 415-538-2580.

MCLE

The State Bar of California and the Taxation Section are approved State Bar of California MCLE providers.

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