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2022 Annual Income Tax Seminar

July 22, 2022 @ 8:00 am 1:30 pm

Join this year’s 2022 Annual Income Tax Seminar! This program will start at 8:00 AM on Friday, July 22, 2022. Earn 5.0 Hours of MCLE which include 5.0 Hours Legal Specialization in Taxation Law.

8:00 AM – 8:05 AM 
Welcome and Introduction

8:05 AM – 9:05 AM | Panel 1. The Corporate Transparency Act: What Tax Professionals Need to Know
Enacted by Congress in 2021, the Corporate Transparency Act (CTA) directs the Treasury Department to create a federal database of the beneficial ownership of a myriad of entities.  The reporting rules will go into effect one year after the enabling regulations – the first tranche of which was published in December 2021 – are finalized.  Are you and your clients ready?  Is your own firm required to report?  Come learn the basics of who must report, what information must be reported and when.

9:10 AM – 10:10 AM | Panel 2. Dealing with Incomplete Virtual Currency Guidance 
Come explore the unknowns in virtual currency and how practitioners can find comfort in a grey area.  This session will discuss how to find reputable unofficial sources, the importance of organizations such as the AICPA virtual currency task force, and identify the areas in most pressing need of guidance based upon virtual currency investment. We will also discuss recent legal developments and what guidance is likely to not become obsolete.

10:15 AM – 11:15 AM | Panel 3. Work From Anywhere Raises Tax Issues From Everywhere
Many companies are experiencing unprecedented changes in their historic footprint from a state and local tax perspective.  Employees have moved, both with and without, company knowledge or approval.  This has resulted in new obligations, known and unknown.  During this session we will address the changes we have seen occurring in the past two years, where it appears that companies are heading, and the state and local tax ramifications around doing so.  The focus of this session will be on payroll tax and related issues, but will address other state and local tax ramifications as well.

11:15 AM – 11:30 AM – BREAK

11:30 AM – 12:30 PM | Panel 4. Franchise Tax Board’s Legal Ruling 2022-01: Market-Based Sourcing of Services
The Franchise Tax Board’s (FTB’s) Legal Ruling 2022-01, published March 25, 2022, is the first guidance of general applicability the FTB has issued regarding California’s market-based sourcing rules. The Legal Ruling provides an analytical framework for determining where sales of services are assigned for apportionment purposes, and has important implications for apportioning taxpayers and taxpayers who reference California’s apportionment rules when determining their California tax and filing responsibilities.  Come learn the basics about the Legal Ruling’s contents and what its publication means for taxpayers.

12:35 PM – 1:35 PM | Panel 5. Crafting Opinions and Making Precedent: A Discussion with Office of Tax Appeals
Gain insight on the Office of Tax Appeals (OTA) policies and procedures surrounding opinions. Learn how OTA ALJs draft final opinions and make posted opinions precedential. Hear straight from OTA ALJs and OTA’s Chief Counsel on how these processes work. Specifically, the panel will discuss the panel selection process, how panel deliberation works, and how cases are designated as precedential. 

Non-CLA Member Price – $100.00
CLA Member Price – $70.00
Government Employee Price – $35.00

Melissa Wiley – Member – Caplin & Drysdale, Chartered
James Creech – Senior Manager – Baker Tilley US LLP
Han Xin Lim – Tax Manager, Deloitte Tax LLP
Mindy Mayo – Managing Director, KPMG
Amanda Leigh Smith – Tax Counsel III, Franchise Tax Board
Cheryl Lynn Akin – Presiding Administrative Law Judge, Office of Tax Appeals
Kristen Kane – Chief Counsel, Office of Tax Appeals
Andrew Kwee – Presiding Administrative Law Judge, Office of Tax Appeals

Scholarship Application

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    Yes, full timeYes, part timeLaw School


    Personal Statement

    The Taxation Law Section of the California Lawyers Association is committed to encouraging the representation of persons of color, women, the LGBTQ+ community, people with disabilities, other underrepresented groups and those who work in the area of public service. As such, the Taxation Law Section has committed to provide a scholarship to those persons who have traditionally been underrepresented in our field and/or working in public service in order to become familiar with the Taxation Law Section.

    Please tell the scholarship committee a few sentences about yourself and what benefit you hope to gain from attending the Taxation Law Section’s 2022 Income Tax Seminar.

      Please Note:

      (1) The scholarship covers conference registration fees;
      (2) Scholarships are not transferable;
      (3) Those receiving scholarships will be sent written confirmation in advance of the Annual Meeting;
      (4) Scholarship recipients who do not attend the 2022 Income Tax Seminar will forfeit their scholarship award; and
      (5) Applications are due by July 15, 2022.

    We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at or contact us at 916-516-1760 for assistance.


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    CLA Membership is $99 and includes one section. Additional sections are $99 each.