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Young Tax Lawyers Conference
The State Bar of California's Third Annual Young Tax Lawyers Conference

3rd Annual Young Tax Lawyers Conference, San FranciscoMonday, March 14, 2016
The State Bar of California
180 Howard Street
San Francisco, CA 94105

Earn 3.5 hours participatory MCLE credit & legal specialization credit in Taxation Law

Register online now!

  • Education, Professional Development, Reinforcement of Your Inspired Idea to Become a Tax Attorney
  • Tax Issues for Entrepreneurs and Entrepreneurial Entities

Sponsors | Schedule of Events | Essential Information
Printable Brochure | Mail / Fax Reg. Form


A special thanks to the following co-sponsors for their contributions.

Titanium Sponsor

  • University of San Francisco, School of Law LL.M. Tax Program

Diamond Sponsor

  • Abkin Law LLP

Platinum Sponsors

  • Coblentz Patch Duffy & Bass LLP
  • Henderson Caverly Plum & Charney LLP
  • Higgs Fletcher & Mack LLP
  • Hone Maxwell LLP
  • McLaughlin Legal
  • Morgan, Lewis & Bockius LLP
  • Wagner Kirkman Blaine Klomparens & Youmans LLP

Gold Sponsors

  • Galek Law
  • Golden Gate University School of Law, LL.M. Tax Program
  • Hopkins & Carley, ALC
  • Law Offices of A. Lavar Taylor, LLP
  • Price & Associates

Program Schedule

Event Time


11 a.m. - 12 noon

3.5 hours MCLE

12 noon - 4:45 p.m.

Keynote Luncheon

Keynote address: The practical and incalculable value of pro bono service for YTL lawyers.

  • Kathryn A. Meyer, Area Counsel, Office of Chief Counsel, Internal Revenue Service, SBSE, San Francisco

12 noon - 1 p.m.


1 p.m. - 1:15 p.m.

Tax Issue Spotting During the Lifecycle of a Startup


  • Aaron Johnson, Wagner Kirkman Blaine Klomparens & Youmans LLP
  • William Skinner, Fenwick & West LLP
  • Noriko Hyden, Burr Pilger Mayer, Inc.

Valuable for both transaction and controversy attorneys. The panel speakers will identify key tax issues that arise during the lifecycle of a startup, including choice of entity, mid-life issues such as worker classification, startup-quality compensation, and the startup’s exit phase, whether by IPO, merger/acquisition, or flame-out.

1:15 p.m. - 2:15 p.m.


2:15 p.m. - 2:30 p.m.

Wealth Transfer Planning for Entrepreneurs


  • Richard Schachtili, Hopkins & Carley ALC
  • Michael P. Varela, Hopkins & Carley ALC

Learn how you can bring value to the principals of your corporate clients. This presentation will focus on estate and wealth transfer planning considerations for both traditional and venture- backed entrepreneurs, including equity compensation planning, entity planning, preliquidity planning and charitable planning.

2:30 p.m. - 3:30 p.m.


3:30 p.m. - 3:45 p.m.

A Conversation with Tax Court Judge Daniel A. Guy, Jr. -- Effective Tax Lawyering Regardless of Practice Area


  • Special Trial Judge Daniel A. Guy, Jr., United States Tax Court
  • Christina K. Harper, Morgan, Lewis & Bockius LLP

Judge Guy in conversation with California Young Tax Lawyer officer Christina Harper, including a Q&A with conference participants.

3:45 p.m. - 4:45 p.m.

Networking Reception

Everyone is welcome at the Young Tax Lawyers postconference celebration! Hosted appetizers and cash bar at: Perry’s at the Embarcadero, 155 Steuart Street, San Francisco.

5 p.m. - 7 p.m.

Essential Information

Printable Brochure

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

Registration Fees

Program package includes 3.5 hours of MCLE and legal specialization credits, program materials on USB drive, and lunch.

Registration Type Registration Fee



Young Tax Lawyer Member/Government Attorney

Young Tax Lawyer Members are current paid members of the Taxation Section of the State Bar of California who are either under 36 years of age, or are in their first 10 years of practicing law.


Taxation Section Member


Non-Section Member


After March 7, 2016 and Onsite



In order to pre-register, your form and check, payable to The State Bar of California, or credit card information, must be received by Monday, March 7, 2016.

Register Online

Register online today! Online registration will close on March 7.

Register by Mail or Fax

Print out and complete the Mail / Fax Registration Form and return it with payment to The State Bar of California. Make checks payable to The State Bar of California. VISA/Mastercard Only.

Mail To:

Program Registrations
The State Bar of California
180 Howard Street
San Francisco, CA 94105

Or Fax 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.)


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