Events
Taxation
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- Taxation
29th Annual Estate and Gift Tax Conference
Cancellations and requests for refunds must be received in writing no later than July 21 and are subject to a $50 service fee. Refunds will not be available after July 13th, 2022.
State and Local Tax Committee Annual Meeting
At the Annual State and Local Tax Committee Meeting, representatives from the state taxing agencies will present on current developments and other updates from their various agencies. The California Franchise Tax Board, Department of Tax and Fee Administration, Board of Equalization, and Office of Tax Appeals will have representatives present to discuss developments at their various entities, litigation updates, regulation updates, and the status of written guidance (such as legal rulings, notices, TAMs, etc.). This event will be hosted by the State and Local Tax Committee.
California Residency: Where We Are Now and Where We Are Headed
This program provides an excellent overview of California’s residency rules and trends. Speakers will discuss relevant statutes, regulations, and cases, including the Appeal of Mazer, a precedential decision decided by the Office of Tax Appeal on July 23, 2020, as well as other important precedent.
Free Webinar: Tax Law Career Panel
Join us for an informative panel discussion exploring various career paths in tax law with attorneys from the fields of tax controversy, tax planning, tax crime and financial fraud, state and local tax, and estate planning. This event is hosted by the Young Tax Lawyers San Diego chapter together with the University of San Diego Tax Law Society.
Webinar: Qualified Retirement Plan Design for Law Firms
This program will cover retirement plan options, including defined contribution and defined benefit plans, 401(k) and safe harbor plans, cash balance plans, and profit-sharing plans.
2022 Annual Meeting of the Tax Bar and Tax Policy Conference
We’re excited to announce that the 2022 Annual Meeting of the Tax Bar and Tax Policy Conference will be held at Loews Coronado Bay Resort in San Diego, California on November 2–4, 2022.
Webinar: Nuts & Bolts of Private Letter Rulings
Private letter rulings (PLRs) are one of many tools that tax and wealth planning professionals can employ to benefit their clients, but many professionals are unaware of the benefits of PLRs or don’t know how to obtain PLRs.
Webinar: New Year’s Settlement Resolutions: An Introduction to FTB Settlement Procedures
A general overview of FTB's settlement process and procedures, including how to apply for settlement, FTB's considerations when determining whether to accept a case into the settlement program, what to expect during the settlement process, and how long the process will generally take.
Webinar: Tax Policy 101
What is tax policy? This webinar explains the term “tax policy” and principles of good tax policy relevant to the design of effective tax systems.
2023 Estate and Gift Tax Conference
Join us in San Francisco for the 2023 2023 Estate and Gift Tax Conference!
We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.