2022 Annual Meeting of the Tax Bar and Tax Policy Conference
November 2-4, 2022
Loews Coronado Bay Resort 
San Diego, CA

Message from the Chair

Make plans to join us for California’s foremost tax conference, the 2022 Annual Meeting of the California Tax Bar and California Tax Policy Conference! We are pleased to welcome you to beautiful San Diego to satisfy your annual MCLE requirement while networking with key tax officials, fellow tax practitioners, colleagues and friends.

The Conference features two and a half energy-packed days with an agenda of 33 educational courses and numerous networking opportunities tailored to corporate tax executives, attorneys, CPAs, financial planners, enrolled agents, government tax officials, legislators and staff, and law students. 

As part of the California Tax Policy Conference, we are pleased to present distinguished speakers, including Jozel Brunett, Chief Counsel, California Franchise Tax Board, Robert Tucker, Chief Counsel, California State Board of Equalization, Henry Nanjo, Chief Counsel, California Board of Equalization, and Kristen Kane, Chief Counsel, Office of Tax Appeals (invited). We will also welcome numerous other speakers from California’s distinguished tax agencies.

Annual Meeting featured speakers include Federal Keynote Speaker, Russell Hancock, President & Chief Executive Officer, Joint Venture Silicon Valley, Chief Judge Kathleen Kerrigan (invited), United States Tax Court, Honorable Mark V. Holmes, United States Tax Court, and Honorable James S. Halpern, United States Tax Court.  Interact with IRS Chief Counsel Attorneys, including Associate Area Counsels, Area Counsels, and Deputy Area Counsels, who will be in attendance from various divisions, including Small Business Self-Employed, Large Business & International and Criminal Tax. 

Expert panels also cover the latest developments in other key areas of State and Local Tax, as well as Estate and Gift Tax, Tax Procedure and Litigation, and include important updates regarding the taxation of corporate and other business entities, international tax, tax legislation and tax policy. 

The Conference also features a number of networking events, including:

  • Opening Night Reception – Meet the speakers and federal and state government attendees;
  • Young Tax Lawyers Networking Reception – All are welcome;
  • Dinner with entertainment; and
  • Sponsored Vegas-style casino night.

We look forward to seeing you at the 2022 Annual Meeting of the California Tax Bar and California Tax Policy Conference!

Mike Shaikh, Chair
California Tax Policy Conference 

Mike Shaikh

Adria Price, Chair
Annual Meeting

Adria Price

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