Annual Income Tax Seminar

Annual Income Tax SeminarThe Annual Income Tax Seminar for 2014 Will Be Held in Three Locations

Presented by: The Income and Other Taxes Committee along with the State and Local Tax Committee, the Corporate and Pass-Through Entities Committee, and the Tax Procedures and Litigation Committee of the Taxation Section of the State Bar of California.

7.5 hours of MCLE and tax specialization credit for attorneys (including 1 hour of ethics)
9 hours of CPE for CPAs; 9 hours of continuing education credit for enrolled agents

San Diego
Thursday, June 26, 2014

School of Law
University of San Diego
Rm. PLRC-132
5998 Alcalá Park
San Diego, CA

REGISTER ONLINE
SAN DIEGO

Flyer for USD

Sponsored by:
University of San Diego, School of Law

Co-sponsored by: California Society of Certified Public Accountants (Los Angeles Chapter, Orange County-Long Beach Chapter, San Diego Chapter, Inland Empire Chapter) and California Association of Attorney-Certified Public Accountants

San Francisco
Friday, June 27, 2014
8:30 a.m. - 5 p.m.
School of Law
Golden Gate University
536 Mission Street, 5th Fl.
San Francisco, CA

REGISTER ONLINE
SAN FRANCISCO

Flyer for Golden Gate

Sponsored by:
Golden Gate University, School of Law

Co-sponsored by: California Society of Certified Public Accountants (San Francisco Chapter, East Bay Chapter, Silicon Valley San Jose Chapter, Peninsula Silicon Valley Chapter) and California Association of Attorney-Certified Public Accountants

Costa Mesa
Friday, June 27, 2014
8:30 a.m. - 5 p.m.
Whittier Law School
Room 12/11
3333 Harbor Boulevard
Costa Mesa, CA

REGISTER ONLINE
COSTA MESA

Flyer for Whittier Law

Sponsored by:
Whittier Law School

Co-sponsored by: California Society of Certified Public Accountants (Los Angeles Chapter, Orange County-Long Beach Chapter, San Diego Chapter, Inland Empire Chapter) and California Association of Attorney-Certified Public Accountants

Program Schedule

Event Time

Registration

8 a.m. - 8:30 a.m.

Introduction/Opening Remarks

8:30 a.m. - 8:35 a.m.

OVDP and FATCA Update: The Ever Changing Issues of International Tax Compliance

San Diego

  • Patrick J. Martin, Procopio, Cory, Hargreaves & Savitch LLP, San Diego
    Jon P. Schimmer, Procopio, Cory, Hargreaves & Savitch LLP, San Diego
    Eric D. Swenson, Procopio, Cory, Hargreaves & Savitch LLP, San Diego

San Francisco

  • Steven Walker, Law Office of Steven L. Walker, San Jose
  • Betty Williams, Law Office of Williams and Associates, Sacramento

Costa Mesa

  • Lydia Turanchik, Kajan Mather and Barish, Beverly Hills
    Kip Dellinger, Cooper, Moss, Resnick, Klein & Co., LLP, Van Nuys

 

8:35 a.m. - 10:05 a.m.

IRS & FTB Update on Short Sales and Foreclosures

San Diego

  • Allen Walburn, Allen Matkins Leck Gamble & Mallory LLP, San Diego

San Francisco

  • Jim Leet, Boutin Jones, Sacramento

Costa Mesa

  • Lavar Taylor, The Law Offices of A. Lavar Taylor, Santa Ana

10:10 a.m. - 11:40 a.m.

Lunch

11:45 a.m. - 12:15 p.m.

Ethics Course: Cir. 230 Developments and Changes in Tax Practice Before the IRS

San Diego

  • Richard Shaw, Higgs, Fletcher, & Mack LLP, San Diego
  • Helen Cheng, Higgs Fletcher & Mack, LLP, San Diego

San Francisco

  • Carolyn M. Lee, Abkin Law, LLP, San Francisco
  • David B. Porter, of the Law Offices of David B. Porter

Costa Mesa

  • Kip Dellinger, Cooper, Moss, Resnick, Klein & Co., LLP, Van Nuys

12:20 p.m. - 1:50 p.m.

Working with Advanced Tax Structures: Tiered Partnerships/Series LLC’s

San Diego

  • Phillip L. Jelsma, McKenna, Long, & Aldridge LLP, San Diego

San Francisco

  • Belan Wagner, Wagner, Kirkman, Blaine, Klomparens, & Youmans LLP, Sacramento
  • Lou Weller, Bryan Cave, San Francisco

Costa Mesa

  • Brad Martinson, Rutan Tucker, Costa Mesa
1:55 p.m. - 3:25 p.m.

Income Tax Update 2014

San Diego

  • Jordan Barry, University of San Diego School of Law, San Diego

San Francisco

  • Debra Petersen, Petersen Law, Roseville

Costa Mesa

  • Stuart Simon, Buchalter, Nemer, Los Angeles
  • Curt Harrington, Harrington and Harrington, Long Beach
3:30 p.m. - 5:00 p.m.

Essential Information

Online Registration

REGISTER ONLINE
SAN DIEGO

San Diego
Thursday, June 26, 2014

University of San Diego

REGISTER ONLINE
SAN FRANCISCO

San Francisco
Friday, June 27, 2014
Golden Gate University

REGISTER ONLINE
COSTA MESA

Costa Mesa
Friday, June 27, 2014
Whittier Law School

 

After June 20, registration will be onsite on a space-available basis.

Mail / Fax Registration

If you wish to register by mail or fax, complete and print the registration form on the appropriate program flyer. Make sure you are registering for the correct program!

San Diego
Thursday, June 26, 2014

Flyer for USD

San Francisco
Friday, June 27, 2014
Flyer for Golden Gate

Costa Mesa
Friday, June 27, 2014
Flyer for Whittier Law

Mail to: Program Registrations, The State Bar of California, 180 Howard Street, San Francisco, CA 94105. Make checks payable to The State Bar of California.

Or Fax to: Program Registrations at 415-538-2368.  Credit card information is mandatory.

  • $125 Pre-paid registration
  • $140 On-site registration (space available basis)
  • $75 Pre-paid registration for current law students
  • $60 Written materials only. (Includes shipping and handling)

Deadlines

Online registration will be closed after June 20. After that date you will need to register onsite. Check for availability.

Onsite Registrations

On-site registrations will be on a space-available basis only.

Cancellations/Refunds

Cancellations and refund requests must be received in writing by June 20, 2014 and are subject to a $25 service charge. Refunds will not be available after this date.

Questions

For registration information call 415-538-2508. Telephone registrations will not be accepted. For program content or Section information call Taxation Section information at 415-538-2580.
Special Assistance: For special assistance, please call 415-538-2580.

MCLE

The State Bar of California and the Taxation Law Section are approved State Bar of California MCLE Providers.