Join us, for a power-packed day of expert insights on the latest tax regulations, IRS appeals, disaster-related tax issues, penalty changes, multi-state nexus challenges, and more. Designed for CPAs, tax attorneys, and financial professionals, this event will feature top industry speakers covering crucial updates like Circular 230 changes, disaster relief payments, first-time penalty abatements, and the evolving impact of Public Law 86-272. Plus, our “Ask the Experts” session will tackle hot topics like Form 1099-DA, BOI filing, and ERC audits.

The Annual Income Tax Seminar is a collaboration of CalCPA and the California Lawyers Association Taxation Section.

Earn 5 CLE/CPE credit. 

Registration Fee for CLA members is $149 with provided discount code.
Registration Fee for government employees is $55 with provided discount code.

Please reach out to Taxation@calawyers.org for the discount code.

Please note, agenda and/or speakers are subject to change.

Learning Objectives

• Gain insights into proposed and final regulations, including Circular 230 changes, IRS appeals processes, and alternative dispute resolution (ADR) options.
• Learn best practices for documenting basis in audits, handling fire-related tax matters, protecting client records, and understanding qualified disaster relief payments.
• Explore first-time and reasonable cause abatement, reliance on tax preparers, and recent OTA rulings affecting penalty relief.
• Examine the impact of Public Law 86-272, filing requirements for out-of-state businesses, and strategies to avoid FTB notices.
• Get expert insights on Form 1099-DA, BOI filing, ERC audits, and other evolving tax issues affecting practitioners.

Major Subjects

• Regulations: Proposed and Final
• Handling Disasters
• Penalty Changes
• Public Law 86-272 and Nexus Issues
• Ask the Experts