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
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San Jose, CA 95110-3715
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Calendar of Events

2014 Annual Meeting of the California Tax Bar & the California Tax Policy Conference -- The Premier California Tax Education Event
Annual Meeting of the California Tax Bar
and California Policy Conference
November 6-8, 2014
4000 Coronado Bay Road
San Diego, CA 92118

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

For more information, see Annual Meeting of the California Tax Bar and California Tax Policy Conference. Online registration is now closed, but onsite registration will be available at the event.

Third Annual Sacramento Delegation
January 22-23, 2014
State Capitol
Sacramento

California State Capitol

The Taxation Section of the State Bar of California is sending a delegation of tax attorneys to Sacramento, California, to discuss state tax legislation, policy and procedure with California legislative and administrative staff of appropriate units including:

  • Legislators and staff members of the Assembly and Senate tax committees
  • the Legislative Analyst's Office Legislative Counsel
  • Franchise Tax Board
  • Board of Equalization
  • Employment Development Department

Similar to the manner in which dialogue has been developed by our Washington Delegation at the Federal level, the Sacramento Delegation will present suggestions for changes to California’s state and local tax laws, policy, and tax administration in detailed papers that explain the proposal, current law, why change is needed, and suggestions with respect to how the change might be implemented.

In February, papers will be presented, in person, to the governmental agencies and groups vested with responsibility for enactment and administration of tax law in the State of California.

For more information, contact Roburt J. Waldow at Jones Day in Irvine at 949-553-7573 or rwaldow@jonesday.com.

Annual Estate & Gift Tax Conference
February 27, 2015
San Francisco, California

Estate and Gift Tax ConferenceThe Estate & Gift Tax Standing Committee presents the Annual Estate & Gift Tax Conference at the Julia Morgan Ballroom at the following address:

The Julia Morgan Ballroom at the Merchants’ Exchange
465 California Street
San Francisco, California

More information will be available shortly.

Eagles Lodge West
April 24-25, 2015
Vintner’s Inn 4350 Barnes Rd.
Santa Rosa, CA 95403

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.

For more information, contact Troy M. Van Dongen at Winston & Strawn LLP in San Francisco at
415-591-1546 or tvandongen@winston.com.

2015 Washington D.C. Delegation
May 3-5, 2015
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.

We strongly encourage you to participate in this unique opportunity to interface with key governmental officials. If you are interested in participating in the D.C. Delegation, please contact Thomas Giordano-Lascari at Karlin & Peebles, LLP in Beverly Hills at 323-648-4649 (direct), 310-344-5619 (cell) or tgiordano@karlinpeebles.com.

Annual Income Tax Seminar
June 2015

The Annual Income Tax Seminar will be held in June 2015 (a specific date to be determined).  Please refer to the State Bar’s website for the program schedule, which will be posted shortly.

The State Bar of California Annual Meeting
October 8-11, 2015
Anaheim

The Annual Meeting will offer a wide selection of CLE programing, a stellar cast of speakers, receptions and award ceremonies, and much more.  It’s a great chance to learn, network and have fun! 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 5-7. 2015

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

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.

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