Taxation Section

News from the Section

Greetings from the 2015-2016 Chair

Robert HorwitzHere you will find 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 a unique opportunity to meet 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. If you have any questions about getting involved with the Taxation Section, please email me or any of the other members of the Taxation Section's Executive Committee.

Two of the Taxation Section's standing committees, the Estate and Gift Tax Committee and the Young Tax Lawyers Committee, will be hosting their annual conferences this winter and are highlighted below. I encourage you to attend these events and the other conferences the Taxation Section holds throughout the year, as they provide exceptional educational material and an unparalleled opportunity to meet and interact with other tax practitioners. I hope to see you there!

Robert S. Horwitz
Chair, Taxation Section
Hochman, Salkin, Rettig, Toscher & Perez, P.C., Beverly Hills, CA

2016 D.C. Delegation

Sunday-Tuesday, May 1-3, 2016
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 IRS National Office, Treasury Department, Joint Committee on Taxation, House Ways and Means Committee, Senate Finance Committee, United States Tax Court and Department of Justice Tax Division.

Kaelyn Romey will lead the 2016 Delegation. If you are interested in writing and presenting a paper as part of the 2016 D.C. Delegation, please contact:

Kaelyn Romey
Office of Chief Counsel
100 1st St 18th Fl.
San Francisco, CA 94105
Email: kaelyn.j.romey@irscounsel.treas.gov

Webinar: California: A Taxing Place for Trusts

Thursday, May 12, 2016, 12 noon - 1 p.m.

This program offers 1 hour participatory MCLE credit; 1 hour legal specialization credit in Taxation Law, and; 1 hour legal specialization credit in Estate Planning, Trust and Probate Law. You must register in advance in order to participate.

This session provides a technical and practical review of California taxation of trust income, including the accumulations tax; contingent vs. non-contingent interests; residency; and identifying fiduciaries. Also covered is the viability of ING trusts to avoid California taxation of trust income.

Speakers: Elizabeth A. Bawden and Alexander Popovich

Save the Date! The 2016 Annual Income Tax Seminar

The State Bar of California Income and Other Tax Committee of the Taxation Section presents

The 2016 Annual Income Tax Seminar

Co-sponsored by: California Society of Certified Public Accountants and California Association of Attorney-Certified Public Accountants

Earn up to 7.5 hours of MCLE and Legal Specialization credit! (Includes 1 hour of Ethics)

Presentations by experts on cutting edge Income and Other Tax Topics

3 Locations!

Thursday, June 23, 2016
University of San Diego – San Diego

Friday, June 24, 2016
Golden Gate University – San Francisco
Whittier Law School – Whittier

Please watch our website for updates about the conference.

Webinar: IRC Section 6015 (Innocent Spouse) Refresher and Update

Thursday, August 4, 2016, 12 noon - 1 p.m.

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.

IRS Section 6015 is designed to provide relief to the requesting spouse from joint and several liability for tax attributable to the other spouse, or when imposing liability for the tax would be inequitable.  Congressional intent is to make relief liberally available to qualified requesting spouses.  Establishing who is a “qualified” spouse is the challenge.  Spend an hour refreshing your knowledge of this valuable law, as well as learning about the highlights of the proposed Treasury Regulations that will establish the tests required to be satisfied in order to benefit from Section 6015.

Speaker: Carolyn M. Lee, Abkin Law LLP

2016 Annual Meeting of the California Tax Bar and California Tax Policy Conference

Hilton San Diego Resort and Spa at Mission BayWednesday-Friday, October 26-28, 2016
Hilton San Diego Resort and Spa on Mission Bay
San Diego

The Premier California Tax Education Event

Offering MCLE, Legal Specialization & CPE Credit

Save the dates! Attending the Annual Meeting of The California Tax Bar and California Tax Policy Conference is a valuable investment in your career. It is a key venue for networking, client development, social and leisure events, and quality education.

For more information, see 2016 Annual Meeting of the California Tax Bar and California Tax Policy Conference.

Articles Sought

California Journal of Tax Litigation

Tax Procedure and Litigation Committee

The California Journal of Tax Litigation is published quarterly by the Tax Procedure and Litigation Committee. Articles are being solicited for upcoming editions of the journal. The journal contains articles on current issues in tax litigation and procedure. Send your submissions to: Aubrey Hone, Hone & Maxwell, 870 Market St #586, San Francisco, CA 94102, 415-765-7516.

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.

Social Media

FacebookTwitterThe Taxation Section maintains a Facebook account, www.facebook.com/calbartax, and a Twitter account, www.twitter.com/calbartax.  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

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
taxation@calbar.ca.gov
415-538-2580
FAX 415-538-2368

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

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