Taxation

Save the Date for the 2023 Annual Meeting of the Tax Bar and Tax Policy Conference! Join us at the Omni Rancho Las Palmas Resort and Spa in Palm Springs from November 1-3, 2023. Read more

This program explores the CDTFA appeals, settlement, and Offer in Compromise (OIC) processes. Read more

Gain insights into how the California Employment Development Department is currently handling employment audits and using AB 5 (CA’s Independent Contractor Law) in their audits. Read more

Free hybrid event! Earn 1.0 Hour Self Study Credit and Legal specialization in Taxation Law on your Microsoft form. Attorneys must track their own hours for self-study activities. We do not provide Certificates. Read more

While not an episode of Schoolhouse Rock!, California Lawyers Association’s recent foray into the judicial process could be the premise for the catchy after-school cartoon. The Ninth Circuit case of In re Grand Jury[2] provided an opportunity for the Taxation Section on behalf of CLA to draft three amicus briefs that eventually culminated in oral argument before the United States Supreme Court (the “Supreme Court”), truly a government lesson on how a case reaches the Marble Palace. For CLA, it proved to be an excellent vehicle to advocate for an issue of particular importance to its members and the clients they represent concerning one of the oldest legal tenants: the attorney-client privilege.  Read more

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. Read more

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. Read more

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. Read more

For over 30 years, the Taxation Section (first as part of the California Bar Association, and now part of the California Lawyers Association) has sent an annual delegation to bring California tax lawyers and their ideas to Washington, D.C. Delegates are members from the Taxation Section of the California Lawyers Section who share their ideas and engage in lively discussions with key tax officials and staff members from the following government offices, depending on availability and interest: Read more

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. Read more