Taxation

Maybe you reach in your jacket pocket and find a ten dollar bill. Or, you’ve witnessed your grandmother pulling a wad of cash from her cookie jar. Or, you just watched that movie where the main character stuffed large stacks of hundreds into trash bags, then buried it all in the backyard. Read more

We are excited to bring to you the two-day 2025 Estate and Gift Tax Conference at UC Law San Francisco, March 6-7, 2025. Read more

Save the date! Westin San Diego Bayview on Wed, Nov 12-15. More information, such as panels, speakers, and registration info, will be available soon. Read more

I first met Carley about 15 years ago when we were both involved with the Tax Section of the Sacramento County Bar Association.  It didn’t take long for us to become friends once we realized we had interests in common beyond the world of tax, including doing home improvements. It’s always good to have a friend you can discuss tax topics with as well as air-nailers and tile saws!  Carley is one of the most intelligent, driven, thorough, and decisive… Read more

It is an honor and a joy to be here today to present this award to Ciro!   I met Ciro around 2010, through the Taxation Section of the Sacramento County Bar Association. I think I spent our first three meetings trying to correctly pronounce Ciro’s first name!  It didn’t take long, however, to realize what a smart, dedicated, and enjoyable person Ciro is to be around. In preparing my remarks today, I wanted some historical information concerning Ciro’s career path… Read more

Edward Robbins1 who introduced Erin: This year's award winner of the Joanne Garvey Lifetime Achievement Award is Erin Collins, our National Taxpayer Advocate.   And more importantly, is my wife.  I have the honor of introducing, Erin for this award.  I've been observing Erin very closely for the last 36 years.  And I think I know something about her character.  She has some very interesting character traits that I believe would be interesting to this audience, particularly the younger lawyers who… Read more

I am deeply touched and honored to have been selected for this award. It is especially meaningful to receive this award from people whom I hold in such high regard. The members of the Tax Section are such a wonderful group of people. I feel so lucky to be able to work with you. This award was named after the first chair of the Tax Section. The more I do this job, the more I appreciate the role of the… Read more

California Lawyers Association’s Taxation Section is California’s only statewide tax bar association. It’s 3,000 members include, not only attorneys, but accountants, state and local tax administrators, financial planners, pension and trust administrators, and other tax specialists. 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 proposal was prepared by Amy Spivey. Contact Person:     Amy SpiveyUC Law San Francisco200 McAllister StreetSan Francisco, CA 94102Ph: (352) 870-6100 EXECUTIVE SUMMARY Low-income California taxpayers have few options to receive pro bono representation on their state tax controversies with the Franchise Tax Board (“FTB”) and the Office of Tax Appeals (“OTA”).  The lack of sufficient pro bono programs often means that many California taxpayers are forced to represent themselves pro se, which places a burden on government employees… Read more