The 2016 Annual Income Tax Seminar

In 3 Locations!

San Diego - Register Here
Costa Mesa - Register Here
San Francisco - Register Here

Earn 7.5 hours participatory MCLE credit and legal specialization in Taxation Law, including 1.5 hours of Legal Ethics.

This program is co-sponsored by CalCPA.


Program Schedule | Essential InformationPrintable Brochure | Mail/Fax Reg. Form

Thursday, June 23, 2016
University of San Diego
School of Law
5998 Alcala Park
Room LRC-132
San Diego, CA 
REGISTER ONLINE

Friday, June 24, 2016
Whittier Law School
3333 Harbor Boulevard
Room 8
Costa Mesa, CA
REGISTER ONLINE

Friday, June 24, 2016
Golden Gate University
School of Law
536 Mission Street
Rooms 2201-2202
San Francisco, CA
REGISTER ONLINE

Program Schedule

Registration and Continental Breakfast

8 a.m.

Opening Remarks

8:30 a.m.

Examining the U.S. Taxation of Foreign Trusts and Their Beneficiaries

Speakers:

  • Patrick W. Martin, Esq., Procopio, Cory, Hargreaves & Savitch LLP (SD)
  • Robert Horwitz, Hochman, Salkin, Rettig, Toscher & Perez (CM)
  • Steven L. Walker, Law Offices of Steven L. Walker; Liliana Menzie, DLA Piper (SF)

Examining the U.S. taxation of foreign trusts and their U.S. beneficiaries with a special emphasis on the U.S. tax implications and foreign trust reporting requirements associated with participating in a foreign pension, social security, annuity or retirement plan. Including the reporting issues concerning contributions, distributions, income and whether or not a foreign retirement plan is considered a foreign trust for U.S. tax purposes.

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

Tax Controversy: Practice Tips from the Tax Trenches

Speakers:

  • Najah J. Shariff, Esq., US Attorney’s Office, Central District of California; Carolyn M. Lee, Esq., Abkin Law, LLP (SD)
  • Lavar Taylor, Law Offices of A. Lavar Taylor, LLP; Gary Howard, GL Howard & Company CPAs, LLP (CM)
  • Betty J. Williams, Law Office of Williams & Associates, P.C. (SF)

Advice, tips and recommendations from tax controversy experts regarding difficult tax practice issues.

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

Lunch

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

Ethics Part 1 and Part 2

Speakers:

  • Kevan P. McLaughlin, Esq., McLaughlin Legal; Jared P. Werner, Esq., CPA, LevitZacks (SD)
  • Professor Michael Lang, Chapman University; Michael Shaff, Irvine Venture Law Firm, LLP (CM)
  • Doug Youmans and Irina Rospotnyuk, Wagner, Kirkman, Blaine, Klomparens & Youmans, LLP; Chris Speck, Former District Counsel at the Internal Revenue Service (SF)

Ethics Part 1: Tax Assistance to Marijuana Businesses - Marijuana businesses that are now legal in some states, but still illegal under federal law, need ethical and competent professional tax advice. Tax professionals who give that advice need assurance that they will not be adversely affected by the fact that the business is illegal under federal law. Ethics Part 2: Privilege Issues Arising during Representation - Attorneys, CPAs and Privileged Communications and the Work-Product Doctrine.

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

Partnership Tax Allocation Issues

Speakers:

  • Phil L. Jelsma, Esq., CGS3, LLP (SD)
  • Layton Pace, Pace Tax Law; Boyd Hudson, Adams, Hawekotte & Hudson (CM)
  • Belan Wagner, Wagner, Kirkman, Blaine, Klomparens & Youmans, LLP (SF)

Special allocations of partnership income, gain, loss and deductions. Examining targeted and safe-harbor allocations and the regulations concerning substantial economic effect and discussing the new rules for partnership tax audits.

1:55 p.m. - 3:25 p.m.

Income Tax Update 2016

Speakers:

  • John I. Forry, Esq. and Katrina W. Wu, Esq., Seltzer Caplan McMahon Vitek (SD)
  • Stuart Simon, BuchalterNemer; Ashley Kerins, Sullivan Hill Lewin Rez & Engel (CM)
  • Annette Nellen, Director of MST Program San Jose State University (SF)

The presentation will focus on federal income tax developments in the past year that impact individual taxpayers and closely-held businesses. Generally, the first area to be reviewed is federal tax legislation enacted during the past year. Next, proposed legislation and the tax reform will be discussed. The final part of the presentation generally reviews the important cases, rulings, notices, and regulations, including areas that the IRS has targeted for audit and litigation.

3:30 p.m. - 5 p.m.

Essential Information

Pre-Registration Deadline

In order to pre-register, your form and check, payable to The State Bar of California, or credit card information, must be received by Thursday, June 16, 2016.

Printable Brochure

For your convenience, we have provided a printable version of the program brochure, which replicates the information on this web page.

Register by Mail/Fax

Print out this form and send to: Program Registrations, The State Bar of California, 180 Howard Street, San Francisco, CA 94105. To register via Fax, send to: Program Registration at 415-538-2368. In order to fax your registration, credit card information is MANDATORY. (Photocopies of checks will NOT be accepted.)

Register Online

Thursday, June 23, 2016
University of San Diego
School of Law
5998 Alcala Park
Room LRC-132
San Diego, CA 
Register Online

Friday, June 24, 2016
Whittier Law School
3333 Harbor Boulevard
Room 8
Costa Mesa, CA
Register Online

Friday, June 24, 2016
Golden Gate University
School of Law
536 Mission Street
Rooms 2201-2202
San Francisco, CA
Register Online

Pre-Registration Fees**

  • $145 Taxation Section Members or CalCPA
  • $240 Non-Taxation Section Members or Non-CalCPA
  • (Includes membership in the Taxation Section for 2016)
  • $75 Current Law Students

**Onsite registration fee is $240 for everyone (if space is available), please register in advance. (Includes membership in the Taxation Section for 2016)

Cancellations/Refund Policy

Cancellations and requests for refunds must be received in writing no later than Thursday, June 16, 2016 and are subject to a $25 service charge. Refunds will not be available after Thursday, June 16, 2016.

Questions

For registration information call 415-538-2508. Telephone registrations will not be accepted. For program content and/or Section information call 415-538-2580.

Special Assistance

For special assistance, please call 415-538-2580.

On-Site Registration

On-site registration will be on a space available basis. Call to confirm space availability.

MCLE

The State Bar of California and Taxation Section are approved State Bar of California MCLE providers.