Taxation

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

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. Read more

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. Read more

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. Read more

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. Read more

Join this year's 2022 Annual Income Tax Seminar! This program will start at 8:00 AM on Friday, July 22, 2022. Earn 5.0 Hours of MCLE which include 5.0 Hours Legal Specialization in Taxation Law. Read more