Fourth Annual Young Tax Lawyers Conference

Young Tax Lawyers ConferenceEducation, Professional Development, Reinforcement of Your Inspired Idea to become a Tax Attorney

Presented by the Taxation Law Section

Monday, May 22, 2017
Golden Gate University School of Law
536 Mission Street, Rooms 2201/2202
San Francisco, CA 94105

Earn 3.5 hours MCLE and legal specialization credit

REGISTER ONLINE HERE

The registration deadline is Monday, May 15, 2017.

Program Schedule | Essential Info | Printable Brochure | Mail/Fax Reg. Form  

Sponsors

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

Diamond Sponsors

  • McLaughlin Legal
  • Procopio

Platinum Sponsors

  • Allen Matkins Leck Gamble Mallory & Natsis LLP
  • Henderson, Caverly, Pum & Charney LLP
  • Morgan, Lewis & Bockius LLP
  • Seltzer, Caplan, McMahon, Vitek
  • Wagner Kirkman Blaine Klomparens & Youmans LLP

Gold Sponsors

  • Galek Law
  • Price & Associates, LLC
  • The Law Offices of A. Lavar Taylor
  • Law Offices of Jeff Titus
  • University of San Francisco, School of Law, LLM in Tax Program

Program Schedule

Registration Open

11 a.m. - 12 noon

Luncheon Panel Discussion – Careers in Tax Law

Is a career in tax law right for you? Or if you are in the field, what career lessons can you learn? Come listen to a balanced panel of tax professionals speak about their career experiences, from running a small practice or practicing in a large firm, to working in academia or for the government. Gain other valuable career insights, including tips for researching your career options.

Speakers:

  • Michael Daw, Associate Dean and Law Library Director, GGU School of Law
  • Kevin Croke, IRS Office of Chief Counsel (invited)
  • Aubrey Hone, Hone Maxwell
  • Sarah-Jane Morin, Morgan Lewis & Bockius LLP
12 noon - 1p.m.

Break

1 p.m. - 1:10 p.m.

Welcome

Speaker: Kevan P. McLaughlin, McLaughlin Legal

1:10 p.m. - 1:15 p.m.

Tax Issues Facing the (…GROWING…) Marijuana Industry

More and more states are legalizing both medicinal and recreational marijuana usage, but how prepared is your practice for the unique issues facing the industry, especially when they overlap with tax? Come gain valuable knowledge, for both transactional and controversy attorneys, about the unique opportunities, risks, and issues facing the ever evolving - and growing - marijuana industry.

Speakers:

  • Jeffrey A. Titus, Law Offices of Jeffrey A. Titus
  • Joseph P. Wilson, Wilson Tax Law Group
1:15 p.m. - 2:15 p.m.

Break

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

A Discussion with FTB’s Taxpayer’s Rights Advocate, Susan Maples

What’s new in the world of California income taxes? Come hear directly from the Susan Maples, the FTB’s Taxpayers’ Rights Advocate, whose office helps taxpayers who have been unable to resolve their tax problems through normal channels. Learn about the role of the FTB’s Taxpayers’ Rights Advocate and other recent developments in the world of California’s income system.facing the ever evolving - and growing - marijuana industry.

Speakers:

  • Susan Maples, FTB Taxpayer’s Rights Advocate Office
  • Carolyn M. Lee, Morgan Lewis & Bockius LLP
2:30 p.m. - 3:30 p.m.

Break

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

Setting the Record Straight:  How (and How Not) to Build a Record at All Stages of a Tax Matter

A tax matter depends on the facts you present and how they are presented. This program will walk through the phases of a tax case from audit to Tax Court and provide strategies and advice on how to build a record to achieve a successful result for your client. Not just for controversy lawyers.

Moderator:

  • Wendy Abkin, Morgan Lewis & Bockius LLP

Speakers:

  • Adria Price, Price & Associates, LLC
  • Steven M. Katz, Sideman & Bancroft LLP
3:45 p.m. - 4:45 p.m.

Networking Reception

Everyone is welcome at the Young Tax Lawyers post-conference celebration! Hosted appetizers and cash bar - venue to be announced.

5 p.m. - 7 p.m.

Essential Info

Printable Brochure

For your convenience, we're providing a printable brochure that replicates the information on this web page. (coming soon)

Register Online

Click here to register online.

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 Monday, May 15.

Register by Mail or Fax

Print out and complete the Mail / Fax Reg. Form  and return it with payment to The State Bar of California. Make checks payable to The State Bar of California. If paying by credit card, use VISA or MasterCard only. One registrant per form. Photocopies may be used.

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.)

Registration Fees

  • $40 Student
  • $65 Young Tax Lawyer Member */Government Attorney
  • $90 Taxation Section Member
  • $115 Non-Section Member
  • $115 After May 15, 2017**

* 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.

**Onsite registration fee is $125 for anyone registering on-site the day of the conference.

On-Site Registration

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

Cancellations / Refund Policy

Cancellations and requests for refunds must be received in writing no later than Monday, May 15, 2017 and are subject to a $25 service charge. Refunds will not be available after Monday, May 15, 2017.

Not Yet a Taxation Section Member?

Enjoy the benefits of membership in the Taxation Section in the coming year, including discounted registration to our live conferences, subscription to the California Tax Lawyer publication, and much more! For a full list of member benefits, click here. To join the Section, click here.

Special Assistance

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

Questions

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

MCLE

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