2017 Annual Meeting of the California Tax Bar
and California Tax Policy Conference
Park Hyatt Aviara Resort
November 1-3, 2017
Courses and speakers are subject to change. Plan ahead by pre-registering for the course of your choice using the Course Selector. CTPC courses are indicated with [CTPC] following the name of the program..
1.0 Hour Legal Ethics & Legal Specialization
CTPC (State and Local Tax), Income & Other Taxes, Tax Procedure & Litigation, Young Tax Lawyers
The panelists will explore the practitioner’s obligations under Circular 230, the California Rules of Professional Conduct, and the ABA Model Rules for providing a client with oral and/or written tax advice. The discussion will include issues related to due diligence, competence, and the reasonable practitioner standard as it relates to written opinions. After an overview of the rules, the panelists will use a current tax planning technique as a discussion piece to exhibit the practical application of the practitioner’s professional responsibilities.
1.0 Hour Elimination of Bias & Legal Specialization
Compensation & Benefits, CTPC (State and Local Tax), Tax Procedure & Litigation, Women in Tax
This panel will present a sharing of ideas for effective employee development that considers the range of
skills, knowledge and experiences of employees.
Connect with the conference speakers and government attendees at the 2017 Annual Meeting of the California Tax Bar and California Tax Policy Conference Opening Reception. Enjoy hearty appetizers and wine hosted in part by Apheta and participate in reception activities hosted in part by USF School of Law, LLM in Taxation.
This event is complimentary, but your RSVP is required. Sign up when you register.