Earn up to 15.50 hours of MCLE credit, includes legal specialization
Thursday-Friday, March 14-15, 2019
University of San Francisco School of Law, LL.M. Tax Program
101 Howard St.
San Francisco, CA 94105
REGISTER ONLINE HERE
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Register for the Feb. 26 and the Mar. 5 webinars and get 15% off. Click Here to Register
Tuesday, February 26, 2019, 12 noon - 1 p.m.
Presented by the Taxation and Trusts and Estates Sections
This program offers 1 MCLE credit; 1 legal specialization in Estate Planning; Trust & Probate Law. 1 legal specialization in Taxation Law. You must register in advance to participate.
Estate planners who focus primarily on domestic planning often eschew international planning strategies and issues, but in a global society, it is our growing importance to be able to issue spot potential cross-border hazards. Foreign trust issues, in particular, are complex and require specialized attention, and foreign trust status (and the associated reporting requirements) can easily be triggered inadvertently. Using case studies from actual practice, Michelle and Brian will cover the basics of foreign trust classification, taxation and reporting, and offer tips on how to avoid hidden traps for the unwary.
Speakers: Michelle Graham and Brian P. Tsu
Tuesday, March 5, 2019, 12 noon - 1 p.m.
This program offers 1 MCLE credit. 1 legal specialization in Estate Planning; Trust & Probate Law. 1 legal specialization in Taxation Law. You must register in advance to participate.
This program will provide practitioners with an overview of the income taxation of domestic trusts, tips for minimizing taxes and avoiding traps for the unwary, and updates on recent tax reform, regulations and rulings impacting the taxation of trusts.
Speakers: Justin Miller and Todd J. Schneider
The 2019 D.C. Delegation marks the 30th year since the Taxation Sections of the Los Angeles County Bar Association and the Taxation Section of the California Lawyers Association (formerly the State Bar of California) created an annual delegation to bring California tax lawyers and their ideas to Washington, D.C. The 2019 D.C. Delegation is also the first delegation completely organized by the California Lawyers Association.
Introductory Letter (pdf version)
Priority Guidance Plan (pdf version)
Sample Executive Summary (pdf version)
Sample Paper (pdf version)
Save the Date for the 2019 Tax Annual Meeting and Tax Policy Conference!
Wednesday-Friday, November 6-8, 2019
Hyatt Regency Mission Bay
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 firstname.lastname@example.org.
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
400 Capitol Mall, Suite 650
Sacramento, CA 95814