Earn up to 12 Hours MCLE Credit, including legal specialization, with your attendance at the full, two-day event.
REGISTER ONLINE HERE
September 14-15, 2018 | Sheraton San Diego Hotel & Marina
Registration & Hotel | Education | Events | Awards & Receptions | Sponsors
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36 — Tax Audit Basics
Saturday, September 15 — 11 a.m. – 12 noon
This program will provide an overview of common tools that may be useful for a client undergoing a tax audit. Topics include how to help prepare your client for a tax audit, the statute of limitations in tax matters, interest and penalty abatement, innocent spouse relief, and payment options with the IRS and California Franchise Tax Board.
CLE: 1.0 Hour
Legal Specialization: 1.0 Hour Taxation
40 — Federal Tax Reform: Changed Landscape - Choice of Entity
Saturday, September 15 — 2 p.m. - 3 p.m.
The Tax Cut and Jobs Act has changed how businesses determine their classification for federal tax purposes. This program will summarize the major changes for C Corporations, partnerships and S Corporations, and the factors that businesses and their tax advisors consider in choosing the type of entity.
44 — California Left in the Lurch-Impact of TCJA on Individuals, Trusts & Estates
Saturday, September 15 — 3:10 p.m. - 4:10 p.m.
The Tax Cut and Jobs Act includes significant changes for individuals and trusts and estates. The limitation of the state and local tax deduction and mortgage interest deduction are likely to affect many taxpayers in California. This program will help you advise your individual and trust and estate clients on the impact of the TCJA.
CLE: 1.0 Hour
Legal Specialization: 1.0 Hour Taxation and 1.0 Hour Estate Planning, Trusts & Probate
Dear Tax Section Members:
I am glad to report the Taxation Section is off to an exciting year. We have more than 3,500 Tax Section members that benefit from the activities, services, professional relationships, and technical tax and ethical education provided. We are the largest tax section membership of any bar association in the country. Please get active with the Tax Section. Where can you provide the most value – and get the greatest back from all of us who volunteer our time for the Tax Section?
The key activities and events we hold throughout the year include –
For more details, check out our member benefits and pass them along to your friends and colleagues. We want to see our membership base grow by 25% over the next 2 years; due to the value we provide to current and new members. Also, you do not have to be a licensed California lawyer to be a member. Lawyers anywhere in the world, CPAs, enrolled agents and any other tax professional (anywhere in the world – including Yucatán) can be an “associate member” and access these services and the professional tax network of the Tax Section. Thank you.
Patrick W. Martin
Chair, Taxation Section (2017-2018)
Friday, September 21, 2018, 12 noon - 1 p.m.
This program offers 1 MCLE credit., legal specialization in Taxation Law. You must register in advance to participate.
Most common household employment tax mistakes and how to avoid them – What you don’t want to know but you need to know.
Speakers: Torakichi Jesus Oba and Joseph P. Wilson
Tuesday, September 25, 2018, 10 a.m. - 11 a.m.
This program offers 1 MCLE credit, legal specialization in Taxation Law. You must register in advance to participate.
This program will raise awareness of the critical need for tax professionals to increase and strengthen their cybersecurity procedures, including why and how tax practitioners should report abusive tax scams.
Speaker: Vivienne Antal
Moderator: Carolyn Level
Tuesday, October 16, 2018, 12 noon - 1:15 p.m.
Not only will the nuts and bolts of Section 199A be presented, but strategies, predictions under the new regulations (as to who qualifies and how to compute the deduction. Included in this program will be the chance to steal “Cam’s Form” – pending the IRS release of 199A reporting forms. Also discussed will be classification as a trade or business, the inclusion of wages under agency rules, and choice of entity decisions in light of Section 199A verses the Corporate 21% tax rate. The presenter has a unique insight, having advised on the prior Section 199 Domestic Production Deduction, and how the expansion will impact most businesses.
Speaker: Cameron Hess
Wednesday-Friday, November 7-9, 2018
Dolce Hayes Mansion
200 Edenvale Ave
San Jose, CA 95136
You are cordially invited to the 2018 Annual Meeting of the California Tax Bar and The California Tax Policy Conference on November 7 through 9, 2018 at the Dolce Hayes Mansion in San Jose, California.
This outstanding program, which has been held annually in California for over 40 years, will cover a number of topics under the recently enacted Federal Tax Cuts and Jobs Act (including but not limited to the impact of tax reform on U.S. cross-border transactions and tax issues affecting taxpayers' choice of entity for conducting business), as well as important recent developments in California taxation and Federal and California tax controversy matters. The Annual Meeting and CTPC is a presentation of The Taxation Section of the California Lawyers Association ("CLA").
The 2018 Conference will kick off on Wednesday afternoon (November 7) with panels on "Ethical Considerations From Exam to Tax Court" (featuring Hon. L. Paige Marvel, outgoing Chief Judge U.S. Tax Court) and "Diversity Consideration in Your Law Practice."
The two-day substantive tax educational program (November 8 and 9) will include 30 important federal, state and local tax topics impacting practitioners and taxpayers and will feature key government officials from the United States Department of the Treasury, the Internal Revenue Service, the United States Tax Court, the California Franchise Tax Board, California State Board of Equalization, including representatives of the new Office of Tax Appeals, as well as leading tax practitioners from across the country.
The Annual Meeting of the California Tax Bar and The California Tax Policy Conference consistently draws over 450 attendees and participants annually.
Check back here at a later date for more details!
California Tax Lawyer, the Taxation Section's official publication, is sent free to members of the Section. The journal is designed to keep tax lawyers and other tax professionals apprised of the latest developments in the field, as well as up-to-date on the activities of the Section. To receive a subscription, you need only join the Section.
Anyone can submit an article to the Editors for consideration for publication in California Tax Lawyer. Submissions are typically due February 15, May 15, August 15, and November 15. For more information, please read these guidelines.
The California Tax Lawyer is also seeking authors to publish self-study articles that offer the reader MCLE credit. If you are interested in more information and guidelines for the self-study articles, please contact editor-in-chief, Joseph P. Wilson.
Join the exciting new WOMEN IN TAX standing committee! The mission of the California Lawyers Association Taxation Section Women in Tax Committee is to:
Click here for information on how to join today! For more information or to get involved with the committee activities, contact Adria Price, the Taxation Section Executive Committee Liaison to the Women in Tax Subcommittee, at email@example.com.
The Taxation Section maintains a Facebook account and a Twitter account. We will be posting regularly, so like us on Facebook and follow us on Twitter.
The Taxation Section is managed by its Executive Committee, which meets quarterly and is comprised of tax lawyers working in private law firms, accounting firms, government, and corporations throughout California. See contact information for the current Executive Committee members, or see the appointments process for information on becoming a member of the Executive Committee in the future. We encourage you to become involved.
Past programs are available over the internet for participatory MCLE credit. For more information, see online CLE and select Taxation Section. Be sure to check out CLEtoGo if you're interested in downloadable podcasts.
The Taxation Section relies on the energy, effort, and dedication of the members of the California tax practitioner community. We encourage all members of the Taxation Section to get involved in the section -- your section. Here are some things you can do right now:
Continuing Education of the Bar, California (CEB) is extending some special discount offers to our section. As a member of the Section, you're eligible for:
Information about the section dues rebate program can be found on the CEB Web site.
California Lawyers Association
180 Howard Street, Suite 410
San Francisco, CA 94105-1369