Taxation Section

News from the Section

The 25th Annual Estate and Gift Tax Conference

25th Annual Gift and Estate Tax ConferencePresented by The State Bar of California Taxation Section

Thursday-Friday, March 16-17, 2017 
University of San Francisco
School of Law, LL.M. Tax Program
101 Howard Street, Room 150 
San Francisco, CA 94105

Earn up to 15.5 hours of participatory MCLE credit and 15.5 hours of legal specialization credit in Taxation Law

You can now REGISTER ONLINE for this program.

Key Deadline: Early-bird Pre-Registration is March 9, 2017 (after which online registration will close)

Join us for our 2-day Estate and Gift Tax Conference! Enjoy a discount for two full days of programming, or join us for a single day of your choice!

Schedule at a Glance | Schedule of Events | Essential Information | 
Printable Brochure | Mail / Fax Registration Form | Register Online

For complete information, see The 25th Annual Estate and Gift Conference.

Webinar: Avoiding Property Tax Penalties for Not Reporting Transfers of Interests in Entities

Thursday, March 16, 2017, 11:30 a.m. - 12:30 p.m.

This program offers 1.5 hours participatory MCLE credit and 1.5 hours legal specialization credit in Taxation Law. You must register in advance to participate.

This session will provide information on reporting requirements for transfers of interests in legal entities (transfers of corporate voting stock, transfers of membership/partnership interests for limited liability companies and partnerships) when an entity owns California real property.  Transfers of interests at the upper or middle tier of the organizational structure can require property tax reporting even if the entity for which the transfer took place did not itself hold California real property; if an entity in the lower tier of the organizational structure held California real property it can experience a change in control.  The discussion will address the difference in reporting transfers of property owned by legal entities versus reporting transfers of interests in legal entities. California property tax law requires reporting to the State Board of Equalization if a change in control under Revenue and Taxation Code section 64(c) or change in ownership under section 64(d) occurs affecting California real property; reporting is required within 90 days of the event date regardless of whether or not the event qualifies for exclusion from re-assessment.  There are significant penalties for entities that do not report such transfers.  The session will also discuss Documentary Transfer Tax reporting in California.


  • Robert Rubin, Boutin Janes Inc.
  • Lisa Thompson, State Board of Equalization

Greetings from the 2016-2017 Chair

Chair Betty WilliamsThe Executive Committee of the Taxation Section of the State Bar of California is comprised of 18 talented tax attorneys who work together throughout the year to lead delegations in Washington, D.C. and Sacramento, and to produce a variety of educational seminars regarding federal, state, and local tax matters. I am particularly pleased to expand the unique involvement and influence of the Taxation Section on tax policy and legislation through our new Comment Letter Project, in which we will submit comment letters to legislative bodies, the IRS, and California state tax agencies when appropriate, and in response to their requests for comments on regulations, proposed legislation, statutory provisions, or areas in need of guidance. If you are interested in getting involved with one of the Taxation Section’s 11 standing committees, please contact me or any of the other members of the Taxation Section's Executive Committee.

Betty J. Williams
Chair, Taxation Section
Law Office of Williams & Associates, P.C., Sacramento

On-line Billing and Payment for 2017 Fees

The State Bar will be launching  a new on-line billing and payment application for 2017 fees.  Paper billing statements will not be sent to members. Instead, statements will be available online through My State Bar Profile. Individual members will continue to be able to make payments online through My State Bar Profile. Attorneys should make sure that the email they have provided for State Bar communications is up to date.

Law firms and agencies will be able to use the State Bar’s new Agency Billing system where they can calculate billing costs and make payments for a group of attorneys.

Please be sure your Section Membership Fees are included in your payment.

Once an attorney’s fees are paid, a paper bar card will be conveniently available for download through My State Bar Profile. Plastic bar cards will still be made available, but only upon request and can also be ordered through My State Bar Profile.

The online billing system makes it easier than ever for individual attorneys and agencies to help make the justice system available to everyone.  When paying your bill, please consider making a contribution in support of legal services for low income Californians.  Your support is a lifeline that can help prevent homelessness, keep kids in school, protect elders from fraud and abuse, and connect veterans to services, among other critical legal assistance.

It is anticipated that the on-line agency and billing application will be available through the State Bar’s website by mid-December.

Go to for more information, or contact Member Records and Compliance at 1-888-800-3400.

Articles Sought

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.

The California Tax Lawyer is also seeking authors to publish self-study articles that offer the reader MCLE credit. If you are interested in more information and guidelines for the self-study articles, please contact Shellie Hughes.

Women in Tax

Join the exciting new WOMEN IN TAX standing committee!  The mission of the State Bar of California Taxation Section Women in Tax is to:

  • Sponsor educational programs and networking opportunities designed to benefit women lawyers practicing in the field of tax;
  • Provide a forum for discussion and understanding of issues affecting women lawyers;
  • Foster education and advocate for reform relating to women's issues in the practice of tax law;
  • Explore ways to encourage women in their involvement in the legal community at all levels and mentor young and new attorneys in their practices; and
  • Promote opportunities for community service.

Click here for information on how to join today! For more information or to get involved with the committee activities, contact Adria Price, the Taxation Section Executive Committee Liaison to the Women in Tax Subcommittee, at

Social Media

FacebookTwitterThe Taxation Section maintains a Facebook account,, and a Twitter account,  We will be posting regularly, so like us on Facebook and follow us on Twitter.

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. See contact information for the current Executive Committee members, or see the appointments process for information on becoming a member of the Executive Committee in the future. We encourage you to become involved.

Thank You for Being a Section Member - Here's 6 Hours MCLE in Legal Ethics!

We're very grateful for your membership in the Section. As a token of that, we're offering six hours of self-study MCLE credit in the area of Legal Ethics. The programs are posted in our Member's Only Area.

Simply watch the programs and read the accompanying materials, and keep track of having done so. You can report this to the State Bar when it's time to demonstrate your compliance with the MCLE requirements.

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.

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
For more information on these activities and who to contact about them, click Taxation Section’s Website.

Save Money with CEB

CEB LogoContinuing 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
FAX 415-538-2368

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

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