Taxation Section

News from the Section

Chair's Message from the Spring 2014 E-News

Welcome to the Taxation Section’s E-News.

This newsletter is an effort to provide timely and concise information to our members about upcoming educational and social events, as well as opportunities to get involved. With growing membership, acclaimed programming, and unmatched opportunities for involvement in state, local, and federal tax issues, the California State Bar Association’s Taxation Section is the leading tax section in the country. We encourage you to see for yourself. Consider this a personal invitation to come to one of our programs and become actively involved in one of our committees. I look forward to personally meeting you at one of our events or meetings soon.

We hope that you enjoy this edition of the Newsletter!

Brad Marsh
Chair, Taxation Section
Email: marshb@gtlaw.com

Calendar of Events

Eagle Lodge West

April 25 - 26, 2014
Vintner's Inn, Santa Rosa

The California State Bar's State and Local Tax Committee hosts the Eagle Lodge West conference each spring at the Vintner's Inn in Santa Rosa, California.

The purpose of the conference is to provide a forum at which government and private tax practitioners can discuss difficult tax issues with an eye towards identifying potential solutions that can be the subject of legislative or administrative reform.

All participants agree that discussions at the conference are "off-the-record" in order to facilitate frank and candid participation; and however, minutes of general discussions are published in the California Tax Lawyer.

2014 Washington D.C. Delegation

May 4 - 6, 2014
Washington, D.C.

For over 20 years, the Taxation Section has sent an annual delegation of tax attorneys to Washington D.C. to present papers on issues of concern to California tax practitioners. The Delegation meets with key government officials at the IRS National Office, Treasury Department, House Ways and Means Committee, Senate Finance Committee, Joint Committee on Taxation, and United States Tax Court. We welcome your participation in this unique event.

If you are interested in participating in the D.C. Delegation, please contact:

Andrea Kushner Ross
Karlin & Peebles LLP
8383 Wilshire Blvd., Ste. 708
Beverly Hills, CA 90211
Tel. 408-828-9989
aross@karlinpeebles.com

Webinar: Foreign Bank Account Reports (FBARs), Voluntary Disclosures and Foreign Accounts

Wednesday, May 28, 2014, 12 noon - 1 p.m. (Pacific)

This program offers 1 hour participatory MCLE credit and 1 hour legal specialization credit in Taxation Law. You must register in advance in order to participate.

Do you have clients who have lived overseas? What about clients who were born in another country, and are now U.S. citizens or residents? If so chances are they have investments in overseas financial accounts which should have been reported, but weren't. Those who failed to file an FBAR Form TD F90-22.1. are subject to criminal penalties of up to five years in jail, a fine of $250,000 or both. Even if no criminal penalties are imposed there is still the matter of civil penalties which can equal 3 times the balance in the accounts!

The webinar will focus on:

  • Who needs to file a Foreign Bank Account Report (FBAR) and how the rule different after 2010?
  • What are the criminal and civil penalties for failing to file an FBAR and why ignorance of the Law IS an excuse?
  • How to answer your clients' most frequently asked questions about foreign bank accounts
  • What is the Offshore Voluntary Disclosure Program (OVDP) and its cousins FAQ 17, 18 and the Streamlined Compliance Procedure?
  • What are the alternatives to OVDP?

Speaker: Dennis Brager

Annual Income Tax Seminar

June 26, 2014 - University of San Diego
June 27, 2014 - Golden Gate University, San Francisco; Whittier Law School, Whittier, CA

The Annual Income Tax Seminar will be held on Friday, June 27, 8:30 a.m. - 5:05 p.m. 7.5 hours of MCLE and 7.5 hours of Legal Specialization credit in the area of Taxation. 9 hours of CPE for CPAs; 9 hours of continuing education credit for enrolled agents.

Presented by: The Income and Other Taxes Committee along with the State and Local Tax Committee, the Corporate and Pass-Through Entities Committee, and the Tax Procedures and Litigation Committee of the Taxation Section of the State Bar of California. Please mark your calendar, and the agenda is to be determined.

More information regarding program materials to follow.

The State Bar of California 87th Annual Meeting

2014 Annual Meeting, September 11-14, 2014, San DiegoSeptember 11-14, 2014
Grand Hyatt San Diego
1 Market Place
San Diego, California

We're pleased to announce the return of the Annual Meeting to San Diego in September 2014. The 2014 Annual Meeting will showcase a robust education agenda. Whether you are a law firm associate or partner, young lawyer, practicing attorney entering a new field of law, solo practitioner or small-firm attorney, you will find value in the innovative courses at this year's meeting.

Setting off the learning opportunities are numerous social activities hosted by the State Bar and its various Sections, local bar associations and law school alumni groups, and an Exhibition Hall showcasing legal technology, publications, products and services.

Attending the State Bar Annual Meeting is a smart investment in your career -- top level education, keynote speakers, networking, business development, and social and leisure for less than $30 per MCLE credit hour. Earn more than 15 hours of MCLE credit and legal specialization, including credit in all MCLE subfields.

Annual Meeting of the California Tax Bar and California Policy Conference

November 6 - 8, 2014
Loews Coronado Bay Resort

4000 Coronado Bay Road
San Diego, CA 92118

The Annual Meeting of the California Tax Bar & CA Tax Policy Conference provides a unique set of opportunities for industry members, private practitioners and government representatives to take advantage of a quality educational forum for exploring significant California and nationwide state tax developments and emerging policy issues, along with a multitude of venues to meet and network with California's top tax administrators.

This year we are providing numerous educational sessions, including full multiple-day program tracks covering Estate and Gift Tax, Tax Procedure and Litigation, and State and Local Tax.

Programs feature notable speakers from the private and public sectors, including state and federal government officials from the IRS, U.S. Tax Court, California Franchise Tax Board, California State Board of Equalization, California Employment Development Department, and the California Office of the Attorney General.

or more information, see the Taxation Section's website.

Articles Sought

California Journal of Tax Litigation
Tax Procedure and Litigation Committee

Articles are being solicited for upcoming editions of the California Journal of Tax Litigation that is published by the Tax Procedure and Litigation Committee.  Please contact Joseph P. Wilson at josephwilson@taylor.com if you would like more information about submitting articles for our upcoming editions. The California Journal of Tax Litigation provides relevant information and publishing opportunities to the members of our wonderful tax community.

If you are interested in submitting an article, please contact:

Joseph P. Wilson
Law Offices of A. Lavar Taylor
6 Hutton Centre Drive, Suite 880
Santa Ana, CA 92707-0516
josephwilson@taylorlaw.com
Tel. 714-546-0445 x 116

California Tax Lawyer

California Tax Lawyer, the Taxation Section's official publication, is sent free to members of the Section. The journal is designed to keep tax lawyers and other tax professionals apprised of the latest developments in the field, as well as up-to-date on the activities of the Section. To receive a subscription, you need only Join the Section.

Anyone can submit an article to the Editors for consideration for publication in California Tax Lawyer. Submissions are typically due February 15, May 15, August 15, and November 15. For more information, please read these guidelines on the Taxation Section website.

We have posted some articles from recent issues, including:

Standing Committees

The Taxation Section functions largely through its Committees, which address tax issues related to specific tax topics and tax practitioners. The Committees plan programs, prepare position papers and communicate with their members through email, meetings, newsletters and conference calls. You may join one or more Committees free of charge. Please contact the Chair of the Committee that interests you. Other committee officers are listed on the website.
Taxation Section Standing Committees
Compensation and Benefits

Chair: Alison Fay, Irvine

Corporate and Pass-Through Entities
Chair: Stephen Turanchik, Los Angeles

Estate and Gift Tax
Chair: Robin L. Klomparens, Mather

Income and Other Taxes
Chair: Alexandra Eaker, San Diego

International Tax
Chair: Jenna Shih, San Diego

State and Local Tax
Chair: Jenna M. Lewis, Sacramento

Tax-Exempt Organizations
Chair: Courtney Nash Gardner, San Francisco

Tax Policy, Practice and Legislation
Chair: Brian J. McBreen, San Jose

Tax Procedure and Litigation
Chair: LaVonne Lawson, Los Angeles

Young Tax Lawyers
Chair: Autumn Ronda, Los Angeles

Meet Your Executive Committee

The Taxation Section is managed by its Executive Committee, which meets quarterly and is comprised of tax lawyers working in private law firms, accounting firms, government, and corporations throughout California. Contact information for the Executive Committee members can be found HERE. For information on becoming a Member of the Executive Committee in the future, click HERE. We encourage you to become involved.

Online CLE for Participatory Credit -- Available Anytime!

Past programs are available over the internet for participatory MCLE credit. For more information, see online CLE and select Taxation Section. Be sure to check out CLEtoGo if you're interested in downloadable podcasts.

Continuing Education of the Bar, California (CEB) is extending a special offer to our section. As a member of the Taxation Section, you're eligible for a rebate on your section dues that can be applied to the cost of a CEB Gold CLE Passport or a CLE program ticket. Information about the section dues rebate program can be found on the CEB Website.

Get Involved

The Taxation Section relies on the energy, effort, and dedication of the members of the California tax practitioner community.  We encourage all members of the Taxation Section to get involved in the section – your section.  Here are some things you can do right now:

  • Join a Standing Committee
  • Attend a meeting held by one of the many Standing Committees
  • Propose a topic for the Washington, D.C. Delegation
  • Propose a topic for the Sacramento Delegation
  • Propose a program for the State Bar Annual Meeting
  • Propose a program for the Annual Meeting of the California Tax Bar and California Tax Policy Conference
  • Write an article for California Tax Lawyer

Save Money with CEB

 Continuing Education of the Bar, California (CEB) is extending a special offer to our section. As a member of the Taxation Section, you're eligible for a rebate on your section dues that can be applied to the cost of a CEB Gold CLE Passport or a CLE program ticket. Information about the section dues rebate program can be found on the CEB Web site.

Continuing Education of the Bar, California (CEB) is extending a special offer to our section. As a member of the Taxation Section, you're eligible for a rebate on your section dues that can be applied to the cost of a CEB Gold CLE Passport or a CLE program ticket. Information about the section dues rebate program can be found on the CEB Web site.

Contact Us

Taxation Section
The State Bar of California
180 Howard Street
San Francisco, CA 94105-1369
415-538-2580
FAX 415-538-2368

The Taxation Section is a State Bar of California-approved MCLE provider.

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