co-sponsored by CalCPA
Earn 7.5 Hours MCLE Credit, Includes Legal Ethics & Legal Specialization Credit
Friday, June 22, 2018
Chapman University, Fowler School of Law
370 N. Glassell Street, Room 237
Orange, CA 92780
Register Online - Orange
Golden Gate University, School of Law
536 Mission Street, Rooms 2201-2202
San Francisco, CA 94105
Register Online - SF
Schedule | Essential Info | Brochure | Reg Form
Discussion of changes to international taxation as a result of 2017 tax reform.
CHAPMAN: Agustin Ceballos, Seltzer Caplan McMahon Vitek Artemiza Q. Schumacher, Rivera & Schumacher, APC
GOLDEN GATE: Patrick Martin, Procopio William Skinner, Fenwick & West
8:35 a.m. - 10:05 a.m.
This program will review the impact of AB 102 & 131 (2017) on California administrative tax appeals. It will start with a review of the creation of the Office of Tax Appeals (OTA) and a discussion of its jurisdiction. Next, it will cover the practical implications of appealing to newly created OTA and the freshman class of Administrative Law Judges. Finally, the presentation will go over the general procedures and time-lines for appeals with OTA and discuss OTA structure and future plans. Extra time for Q&A will be reserved.
CHAPMAN: Jackie Zumaeta, Assistant Chief Counsel at Office of Tax Appeals
GOLDEN GATE: Kristen Kane, Chief Counsel at Office of Tax Appeals
10:10 a.m. - 11:40 a.m.
11:45 a.m. - 12:15 p.m.
When representing entities in transactional tax planning, there are many ethical issues to consider before and during the representation, such as identifying the client, avoiding conflicts of interest in joint representation, and the effective use of waivers. 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.
12:20 p.m. - 1:50 p.m.
Discussion of IRC sections 1202 and 1045 regarding the gain exclusion for Qualified Small Business Stock. This topic is particularly important in light of the 2017 tax reform.
1:55 p.m. - 3:25 p.m.
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.
GOLDEN GATE: Annette Nellen, Director, MST Program at San Jose State University
3:30 p.m. - 5 p.m.
A printable brochure is available for your convenience.
Click Here to Register in Orange
Click Here to Register in SF
Please fill out this form and send to: Program Registrations, California Lawyers Association, 180 Howard Street, Suite 410, San Francisco, CA 94105. Email to: ProgramRegistrations@CAlawyers.org
In order to pre-register, your form and check, payable to California Lawyers Association, or credit card information, must be received by Friday, June 15, 2018.
o $145 Taxation Section Members o $240 Non-Taxation Section Members (includes membership in the Taxation Section for 2018) o $75 Current Law Students o $30 Written Materials ONLY on USB drive (includes shipping and handling) **Onsite registration fee is $240 for everyone (if space is available), please register in advance.
Cancellations and requests for refunds must be received in writing no later than Friday, June 15, 2018 and are subject to a $25 service charge. Refunds will not be available after Friday, June 15, 2018.
For registration information call 415-795-7025. Telephone registrations will not be accepted. For program content and/or Section information call 415-795-7187.
For special assistance please call 415 795-7187.
Onsite registration will be on a space available basis. Call to confirm space availability
The California Lawyers Association and the Taxation Section are approved State Bar of California MCLE providers.
CalCPA is the CPE credit certified Provider.