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2021 Annual Meeting of the California Tax Bar and California Tax Policy Conference

November 3, 2021 @ 12:00 pm November 5, 2021 @ 7:00 pm

Tax section annual meeting image

Hyatt Regency Mission Bay Spa and Marina
1441 Quivira Rd, San Diego

Earn up to 15.75 Hours of MCLE; Including 1.0 Hour Legal Ethics, Legal Specialization in Taxation Law, Estate Planning, Trust and Probate Law


Can’t Make it to San Diego? Attend Online Here!

This event is co-sponsored by the California Lawyers Foundation.

Make plans to join us for California’s foremost tax conference, the 2021 Annual Meeting of the California Tax Bar and California Tax Policy Conference! We are pleased to welcome you back in person to satisfy your annual MCLE requirement in beautiful San Diego while networking with key tax officials, fellow tax practitioners, colleagues and friends. We also welcome our guests who will participate through our virtual option for attendees who cannot participate in person.

The Conference features two and a half energy-packed days with an agenda of 33 educational courses and numerous networking opportunities tailored to corporate tax executives, attorneys, CPAs, financial planners, enrolled agents, government tax officials, legislators and staff, and law students.

As part of the California Tax Policy Conference, we are pleased to present distinguished speakers, including Jozel Brunett, Chief Counsel, California Franchise Tax Board, Robert Tucker, Chief Counsel, California State Board of Equalization, Henry Nanjo, Chief Counsel, California Board of Equalization, and Kristen Kane, Chief Counsel, Office of Tax Appeals (invited). We will also welcome numerous other speakers from California’s distinguished tax agencies.

Annual Meeting featured speakers include Federal Keynote Speaker and Joanne M. Garvey Award recipient, Charles P. Rettig, Commissioner of Internal Revenue, Honorable Mark V. Holmes, United States Tax Court, Honorable Patrick J. Urda, United States Tax Court, Special Trial Judge Diana L. Leyden, United States Tax Court, Ryan Korner, Special Agent in Charge, Internal Revenue Service, Criminal Investigation, Los Angeles Field Office, R. Damon Rowe, Executive Director, Office of Fraud Enforcement, Internal Revenue Service, and Elizabeth Hadden, Deputy Division Counsel/Deputy Associate Chief Counsel (Criminal Tax), Office of Chief Counsel, Internal Revenue Service. Interact with IRS Chief Counsel Attorneys, including Associate Area Counsels, Area Counsels, and Deputy Area Counsels, who will be in attendance from various divisions, including Small Business Self-Employed, Large Business & International and Criminal Tax.

Expert panels also cover the latest developments in other key areas of State and Local Tax, as well as Estate and Gift Tax, Tax Procedure and Litigation, and include important updates regarding the taxation of corporate and other business entities, international tax, tax legislation and tax policy.

The Conference also features a number of networking events, including:

  • Opening Night Reception – Meet the speakers and federal and state government attendees;
  • Young Tax Lawyers Networking Reception – All are welcome;
  • Dinner with entertainment by renowned comedian, Tommy Ryman; and
  • Sponsored Vegas-style casino night.

We look forward to seeing you at the 2021 Annual Meeting of the California Tax Bar and California Tax Policy Conference!

Mike Shaikh, California Tax Policy Conference Chair; Adria Price, Annual Meeting Chair



Deloitte (CTPC)


Baker McKenzie (CTPC)
Greenberg Traurig (AM)


Blank Rome (CTPC)
Crowe (CTPC)
McDermott Will & Emery LLP (CTPC)
Ramsbacher Prokey Leonard (AM)


Hochman Salkin Toscher Perez P.C. (AM)
Karlin Peebles (AM)
Pillsbury Winthrop Shaw Pittman (CTPC)
Reed Smith (CTPC)
Vallejo Antolin Agarwal Kanter LLP (CTPC)


Haynes and Boone, LLP (AM)
Higgins, Marcus & Lovett, Inc. (AM)
HMB Legal Counsel (CTPC)
Law Offices of A. Lavar Taylor (AM)
Seltzer Caplan McMahon Vitek (AM)


Evans and Rosen LLP (AM)
Law Offices of Joseph Broyles (AM)
Price & Associates, LLC (AM)
Williams and Associates (AM)
Wilson Tax Law Group, APLC (AM)


UCI Law Graduate Tax Program
Wagner Kirkman Blaine Klomparens & Youmans LLP
Julia and Jude Damasco
Blue J

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.