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

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

Beautiful CoronadoNovember 6 - 8, 2014
Loews Coronado Bay Resort

4000 Coronado Bay Road
San Diego, CA 92118

Qualifies for up to 16.25 Hours MCLE, Legal Specialization & CPE Credit

  • Hotel Reservation Deadline: October 7, 2014 

  • “Early-bird” Pre-Registration Deadline is October 16, 2014

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.

You can now REGISTER ONLINE for this program. For more information, see the Tax Annual Meeting and Tax Policy Conference.

Webinar: Discharging Taxes in Bankruptcy

Thursday, August 21, 2014, 12 noon - 1 p.m.

Taxation Law Section

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.

Experts from the private sector, Internal Revenue Service, Franchise Tax Board, and BOE will discuss the dischargeability of taxes in bankruptcy under chapters 7, 11, and 13. The panel will provide an overview of the taxes that are dischargeable in bankruptcy; taxes eligible for priority treatment; and traps for the unwary. The program is designed for tax and non-tax professionals.

Speakers:

Moderator: Haleh Naimi, Advocate Solutions, Inc

  •  Todd Bailey, Franchise Tax Board
  • Victoria Geary, Board of Equalization
  • Kathryn A. Meyer, Internal Revenue Service

The State Bar of California 87th Annual Meeting, September 11-14, 2014, Grand Hyatt San Diego

The State Bar of California 87th Annual Meeting
September 11-14, 2014
San Diego, California

Annual Meeting PreviewYou can now REGISTER ONLINE for the Annual Meeting.
Early-bird Pre-Registration Deadline (Save $100): August 13

The State Bar of California returns to San Diego for the 2014 Annual Meeting. The new meeting logo “My Annual Meeting” simply states that this is your annual meeting: an event for legal professionals that blends business, education, entertainment and the opportunity to meet and engage with law professionals from throughout California.

The four-day meeting will showcase an education agenda consisting of 143 MCLE seminars covering a variety of substantive topics, legal technology, access to justice, UPL, attorney advertising, and other key areas of interest.

The Annual Meeting Preview is now online! Be sure to see Special Events for information about luncheons, social events, the California Women Lawyers Annual DinnerAnnual Exhibit Show62st Annual Bench & Bar Art ExhibitConference of California Bar Associations (CCBA), and Sponsorship and Advertising Opportunities. See Hotel and Travel for information about the Annual Meeting hotels, airline and rental car discounts.See the schedules for individual days for a chronological list of all programs, with descriptions: Schedule for ThursdaySchedule for FridaySchedule for SaturdaySchedule for Sunday.

The Section is presenting:

Program 20

Protecting Your Client from Tax Penalties

Program 53

Identity Theft and Your Tax Return

Program 78

Estate Planning for Same Sex Couples: Changes following U.S. vs. Windsor

Program 118

Nuts and Bolts of Property Tax Appeals

Program 127

Tax Impact of Choice and Formation of Business Entity

Program 135

Taxation: Innocent Spouse and Equitable Relief

Program 142

Does the Franchise Tax Board View Your Client as a California Resident?

We look forward to seeing you in San Diego.

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

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
415-538-2580
FAX 415-538-2368

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

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