Taxation Section

News from the Section

Greetings from the 2014-2015 Chair from the Fall 2014 eNews

Steven L. WalkerThis edition brings you news of upcoming activities of the Taxation Section, which is California's only statewide tax bar association. The Section's current membership is approximately 3,000, and we invite you to join. Membership in the Taxation Section provides an unparalleled opportunity to network and interact with other tax practitioners and government officials throughout California, influence tax policy and legislation, and to serve on one of the Section's many Standing Committees. The Taxation Section sponsors timely and cutting edge educational programs by leading practitioners in the State.

We hope that you enjoy this edition of the Newsletter!  We encourage you to become actively involved, and I look forward to personally meeting you at our next meeting.

Steven L. Walker
Chair, Taxation Section

LAW OFFICES OF STEVEN L. WALKER
A PROFESSIONAL LAW CORPORATION
2033 Gateway Place Suite 300
San Jose, CA 95110-3715
Tel.: 408-295-5800
Email: swalker@walk-law.com

Calendar of Events

Webinar: Income Tax Consequences of Damage Payments

Thursday, June 11, 2015, 12 noon - 1 p.m.

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

Taxpayers sue and get sued, or threaten and get threatened with damage claims, in many different circumstances for many different reasons with many different requested remedies in many different forums.

This presentation will provide an overview of considerations and law that can (i) reduce the income taxation of the amounts received to resolve the actual or potential litigation and (ii) generate a tax benefit for the amounts paid or incurred.

This presentation also will discuss issues related to particular types of litigation, including those arising out of business, investment and personal activities.

The presentation will attempt to focus the discussion at the level of an informed layman or litigator; not that of an experienced tax advisor. In other words, the presentation will attempt to set forth "big picture" issues and not get bogged down in detailed tax rules. The presentation will not separately address California income tax issues to the extent California does not conform to federal law.

Speakers:

  • Layton Pace
  • Belan K. Wagner

The State Bar of California California Solo & Small Firm Summit

June 19 - 21, 2015
Newport Beach Marriott Hotel & Spa
900 Newport Center Drive,
Newport Beach, CA 92660

Program Details

The Summit is the Event of the Year for California's solo and small firm practitioners. Due to overwhelming popularity, the Summit is current sold out!

The Summit content is geared to California attorneys who are in a solo or small firm practice. One low registration fee gives full choice among 30 workshops and programs, and much more! Group discounts are available.

The Taxation Section will be providing programs in areas most common to solo and small firm practitioners. If you were lucky enough to book early, we look forward to seeing you at the conference. For more information, please refer to the State Bar of California website.

Annual Income Tax Seminar

Earn 7.5 Hours MCLE Credit & Taxation Law Legal Specialization Including 1 Hour of Ethics

Earn 9 hours of CPE for CPAs; 9 hours of continuing education credit for enrolled agents

The State Bar of California's Taxation Section in partnership with the California Society of Certified Public Accountants and California Association of Attorney-Certified Public Accountants presents The 2015 Annual Income Tax Seminar

Thursday, June 25, 2015
University of San Diego School of Law
5998 Alcala Park
Warren Hall Room 131
San Diego, CA
Program Details
Register Online - San Diego
Friday, June 26, 2015
Whittier Law School
3333 Harbor Boulevard
Room 12
Costa Mesa, CA
Program Details
Register Online - Costa Mesa
Friday, June 26, 2015
Golden Gate University School of Law
536 Mission Street
Rooms 2201-2202
San Francisco, CA
Program Details
Register Online - San Francisco

Webinar: Resolving Common Tax Issues in Bankruptcy Court

Wednesday, July 29, 2015, 12 noon - 1 p.m.

This program offers 1 hour participatory MCLE credit; 1 hour Legal Specialization in Taxation Law. You must register in advance in order to participate.

This webinar will cover common tax issues faced by debtors in bankruptcy and the ability for debtors to resolve tax liabilities using the bankruptcy courts.

Speakers:

  • Laura Buckley
  • Stephen J. Turanchik is an associate in the Tax practice of Paul Hastings and is based in the firm's Los Angeles office. Mr. Turanchik's practice focuses on tax litigation at the state and federal levels as well as tax controversy work at the administrative levels. Mr. Turanchik is the current Chair of the Corporate and Pass-Through Committee of the Taxation Section of the California State Tax Bar.

The State Bar of California 86th Annual Meeting

October 8-11, 2015
Anaheim

The State Bar is pleased to announce the return of the Annual Meeting to Anaheim in October 2015. The 2015 Annual Meeting will showcase a robust education agenda. Whether you are a solo practitioner, small firm attorney, public lawyer, law firm associate or partner, you will find value in the innovative courses at this year's meeting.

Setting off the learning opportunities are numerous social opportunities 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.

The Taxation Section will be presenting programs at the Annual Meeting, and we look forward to seeing you there. Please refer to the State Bar's website for further details.

2015 Annual Meeting of the California Tax Bar and California Tax Policy Conference

November 4-6. 2015

The 2015 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

See Tax Annual Meeting for the program schedule, which will be posted shortly.

Articles Sought

California Journal of Tax Litigation

Tax Procedure and Litigation Committee

Articles are being solicited for upcoming editions of California Journal of Tax Litigation, published by the Tax Procedure and Litigation Committee.  The journal provides relevant information and publishing opportunities to the members of our wonderful tax community.

January 15, 2015 - Q1 2015 California Journal of Tax Litigation Submission Due Date. Send your submissions to:

Kevan P. McLaughlin 
McLaughlin Legal 
5151 Shoreham Place, Suite 265 
San Diego, California 92122 
kevan@mclaughlinlegal.com 
858-678-0061

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:

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.

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

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.

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
taxation@calbar.ca.gov
415-538-2580
FAX 415-538-2368
The Taxation Section is a State Bar of California-approved MCLE provider.

CLE Calendar
Join a Section
Sections Bookstore
My State Bar Profile
Online CLE
Self Study Online CLE
Sections Home Page
Appointments
My State Bar Profile

Member Number

Password

My State Bar Profile

Member Number

Password