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Taxation

The 2019 Annual Income Tax Seminar

Tax seminar brochure image

Earn 7.5 Hours MCLE Credit; Includes Legal Ethics

Co-sponsored by CalCPA – earn 8 hours CPE for CPAs; 8 hours continuing education for enrolled agents

Friday, June 28, 2019

Catamaran Resort Hotel and Spa
3999 Mission Boulevard
San Diego, CA 92109

Register Online Here

Brochure | Registration Form | Schedule | Essential Information

Sponsors

Thanks To Our Generous Sponsors!

Diamond Sponsors

  • UC Irvine, School Of Law Graduate Tax Program
  • Procopio, Cory, Hargreaves & Savitch, LLP

Gold Sponsor

  • Law Office of R. James Symons

Schedule

8 a.m. – 8:30 a.m. | Registration and Continental Breakfast

Registration and Continental Breakfast

8:30 a.m. – 8:35 a.m. | Opening Remarks

Brief opening remarks to kick off today’s program.

8:35 a.m. – 10:05 | U.S.–Mexico Outbound Tax Planning

The discussion will center around an overview of the outbound implications on cross-border business activities (primarily focused on U.S. and Mexico) derived from the Tax Cuts and Jobs Act, and recent IRS guidance published in connection therewith (GILTI, FDII, BEAT, information reporting changes). The seminar will also include U.S.–Mexico tax treaty planning and current trends under the new Mexican government.

SPEAKERS:

  • Javier Salinas, CPA
  • Agustin Ceballos, Esq.
  • Daniel Cano Falomir, CPA
10:10 a.m. – 11:40 a.m. | 199A Final Regulations—Overview

On August 8, 2018, the IRS issued proposed regulations on the 199A 20% deduction which taxpayers were able to rely upon until final regulations were published in the federal register. The IRS has since published final regulations in the federal register. This seminar is intended to cover differences between the proposed and final regulations as well as an overview on the final regulations and applicable guidance issued in connection with the final regulations.

SPEAKERS:

  • Phil Jelsma, Esq.
  • Layton Pace, Esq.
11:45 a.m. – 12:15 p.m. | Lunch

Lunch

12:20 p.m. – 1:50 p.m. | Ethics Course: Ethical Issues in Tax Practice and Procedure (1.5 Hours Ethics Credit)

This seminar is intended to cover the many ethical issues to consider before and during representation when representing clients with respect to tax matters (both transactional and controversy). The panelists will focus on the recent comprehensive overhaul of the California Rules of Professional Conduct, approved by the California Supreme Court on May 10, 2018, effective November 1, 2018, as well as Circular 230 issues and relevant guidance from the IRS Office of Professional Responsibility on Circular 230 matters.

SPEAKERS:

  • Karen L. Hawkins, Esq.
  • Daniel Eaton, Esq.
1:55 p.m. – 3:25 p.m. | Qualified Opportunity Zones and Tax Credits: New IRS Guidance

This seminar is intended to provide a detailed analysis of the qualified opportunity zones tax-incentive, describe deferral or reduction of capital gains, and outline tax planning strategies associated with opportunity zone funds and businesses in the wake of recent IRS proposed regulations, Rev. Rul. 2018-29, and Form 8996.

SPEAKERS:

  • Matthew D. Carlson, Esq.
  • Katrina W. Wu, Esq.
3:30 p.m. – 5 p.m. | Mechanics of a State Income Tax Dispute: State Income Tax Disputes from Audit, through Protest, and Appeal

This seminar will cover the evolution of a California State Income Tax Dispute from start to finish. The panelists will focus on the recently created Office of Tax Appeals (OTA), which has assumed most of the BOE’s tax appeal duties (including the handling of California income tax appeals). The panelists will cover relevant distinctions between the new OTA regulations and the old BOE regulations. Additionally, the panelists will address alternatives to resolving income tax disputes through OTA appeals, such as the FTB offer in compromise program, and settlement programs.

SPEAKERS:

  • Bill Hilson, Esq.
  • Jaclyn Zumaeta, Esq.

Essential Information

How to Register

In order to pre-register, your form and check, payable to the California Lawyers Association, or credit card information, must be received by Friday, June 21, 2019.

Register Online Here

Or mail the registration form to: Program Registrations, California Lawyers Association, 400 Capitol Mall Way, Suite 650, Sacramento, CA 95814

Or by email to: Program Registration Team at ProgramRegistrations@CALawyers.org. In order to e-mail your registration, credit card information is MANDATORY. (Photocopies of checks will not be accepted).

Onsite Registration

Onsite registration will be on a space available basis. Call to confirm space availability.

Registration Fees

  • $175 Tax Section Member or CalCPA Member
  • $269 Non- Members
  • $85 Law Students

Cancellations/Refund Policy

Cancellations and requests for refunds must be received in writing no later than Friday, June 21, 2019 and are subject to a $25 service charge. Refunds will not be available after Friday, June 21, 2019.

Questions

For registration information please call 916-516-1757. Telephone registrations will not be accepted. For program content and/or Section information please call 916-516-1754.

Special Assistance

For special assistance please call 916-516-1754.

California Lawyers Association is an approved State Bar of California MCLE provider.

This event may be recorded. By attending this event, you consent to be photographed, filmed, and/or otherwise recorded, and to any use, by the CLA, of your likeness, voice, and name in any and all media, including social media. If you do not want your name or photo to be used, please let us know in advance. We cannot, however, honor requests to opt out of the use of your image or voice if you choose to ask a question during one of the event sessions.

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