Taxation

Make plans to join us for California’s foremost tax conference, the 2019 Annual Meeting of the California Tax Bar and California Tax Policy Conference! Satisfy your annual MCLE requirements in beautiful sunny San Diego while networking with key tax officials, fellow tax practitioners, colleagues and friends. Read more

The 2019 Annual Income Tax Seminar is on Friday, June 28, 2019 at Catamaran Resort Hotel and Spa. This program is co-sponsored by CalCPA. Earn 9 hours CPE for CPAs; 9 hours continuing education for enrolled agents. Learn more about our program and we hope to see you there. Read more

The 6th Annual Young Tax Lawyers Conference is on Monday, May 13, 2019 at Golden Gate University. Earn 3 hours of MCLE Credit, including Legal Specialization and 1 Hour of Legal Ethics. Read more

Earn up to 15.50 hours of MCLE credit, includes legal specialization. Thursday-Friday, March 14-15, 2019 at the USF School of Law. Read more

Earn up to 15.50 hours of MCLE credit, includes legal specialization Thursday-Friday, March 14-15, 2019 University of San Francisco School of Law, LL.M. Tax Program 101 Howard St. San Francisco, CA 94105 Read more

Register for the Feb. 26 and the Mar. 5 webinars and get 15% off. Click Here to Register Presented by the Taxation and Trusts and Estates Sections This program offers 1 MCLE credit. 1 legal specialization in Estate Planning; Trust & Probate Law. 1 legal specialization in Taxation Law.   This program will provide practitioners with an overview of the income taxation of domestic trusts, tips for minimizing taxes and avoiding traps for the unwary, and updates on recent tax reform, regulations… Read more

Presented by the Taxation and Trusts and Estates Sections Register for the Feb. 26 and the Mar. 5 webinars and get 15% off. Click Here to Register This program offers 1 MCLE credit; 1 legal specialization in Estate Planning; Trust & Probate Law. 1 legal specialization in Taxation Law. You must register in advance to participate. Estate planners who focus primarily on domestic planning often eschew international planning strategies and issues, but in a global society,  it is our growing importance to be… Read more

This proposal was prepared by Robert S. Horwitz and Carolyn M. Lee, members of the Tax Procedure & Litigation committee of the Taxation Section of the California Lawyers Association. The authors wish to thank Aubrey Hone, Hone Maxwell LLP and A. Lavar Taylor, The Law Offices of A. Lavar Taylor LLP, for their valuable insights. Read more

2018 Paper Topic Proposal Extending the Statute Of Limitations for Claiming Innocent Spouse Relief (IRC § 6015) Bringing Consistency to § 6015(b), § 6015(c) And § 6015(f) Authors: Robert S. Horwitz Carolyn M. Lee EXECUTIVE SUMMARY Section 6015 allows a taxpayer who filed a joint return to obtain relief from joint and several liability for an underpayment of tax in three situations. This relief is commonly referred to as innocent spouse relief. For two of those situations, i.e., §6015 (b)… Read more

Department of the Treasury Washington, D.C. 20220 August 17, 2018Department of the Treasury2017-2018 Priority Guidance Plan Joint Statement by: David J. KautterAssistant Secretary for Tax PolicyU.S. Department of the TreasuryandActing CommissionerInternal Revenue Service William M. PaulActing Chief Counsel and Deputy Chief Counsel (Technical)Internal Revenue Service We are pleased to announce the release of the fourth quarter update to the 2017–2018 Priority Guidance Plan. The 2017-2018 Priority Guidance Plan sets forth guidance priorities for the Department of the Treasury (Treasury) and… Read more