2011 ANNUAL INCOME TAX SEMINAR - NORTHERN

The Income and Other Taxes Committee along with the State and Local Tax Committee, the Corporate and Business Entities Committee, and the Tax Procedures and Litigation Committee of the Taxation Section of the State Bar of California present

2011 ANNUAL INCOME TAX SEMINAR

Friday, June 17, 2011
8:30 a.m. - 5:05 p.m.
Golden Gate University School of Law
536 Mission Street
San Francisco, CA

The Program qualifies for 9 hours of CPE for CPAs; 9 hours of continuing education credit for enrolled agents; and 7.5 hours of MCLE credit of which 1 hour applies to Legal Ethics 7.5 hours Legal Specialization; Taxation Law.

You can now REGISTER ONLINE for this program.

Annual Income Tax Seminar

Sponsors
Program Schedule
Essential Information
Printable Brochure
REGISTER ONLINE 

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


Sponsors

SPONSORED BY:

  • Golden Gate University School of Law, LLM in Taxation Program

Co-sponsored by:

  • California Society of Certified Public Accountants
    ~ San Francisco Chapter ~ East Bay Chapter ~ Silicon Valley San Jose Chapter ~
    ~ Peninsula Silicon Valley Chapter ~
  • California Association of Attorney-Certified Public Accountants

Program Schedule

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

Registration

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

Introduction/Opening Remarks

8:35 a.m. - 10:15 a.m.

Mergers & Acquisitions of Passthrough Entities: S corporations, Partnerships & LLCs

  • Joseph K. Fletcher III, Morrison & Foerster LLP, San Francisco
  • Julie A. Divola, Pillsbury Winthrop Shaw Pittman LLP, San Francisco
     

10:25 a.m. - 12:05 p.m.

The IRS 2011 Offshore Voluntary Disclosure Initiative: FBAR, FATCA and the Future of Global Information Reporting

  • Susan C. Morse, Associate Professor, UC Hastings College of Law, San Francisco
  • Betty J. Williams, Mopsick & Williams, LLP, Sacramento
  • Steven L. Walker, Law Office of Steven L. Walker, San Jose

12:05 p.m. - 12:30 p.m.

Lunch

12:30 p.m. - 1:30 p.m.

Office of Professional Responsibility & Practice before the IRS

  • David B. Porter, Law Offices of David B. Porter, San Francisco
  • Barbara Doherty, Law Offices of Barbara N. Doherty, Walnut Creek
     

1:35 p.m. - 3:15 p.m.

California Property Tax “Change of Ownership” (Including when to Report Entity Changes of Ownership to BOE)

  • Julie Y. Wann, Law Office of Julie Y. Wann, San Jose
  • Bradley R. Marsh, Winston & Strawn LLP, San Francisco
  • Carole Ruwart, California State Board of Equalization, Sacramento
     

3:25 p.m. - 5:05 p.m.

Income Tax Developments and the Direction of Income Tax Policy

  • Douglas L. Youmans, Wagner Kirkman Blaine Klomparens & Youmans LLP, Sacramento
  • Minna C. Yang, Wagner Kirkman Blaine Klomparens & Youmans LLP, Sacramento

Essential Information

Printable Brochure

For your convenience, we have provided a printable version of the program brochure.

Online Registration

You can now REGISTER ONLINE for this program.

Registration by Mail or Fax

Print out and complete the registration form in the Printable Brochure and return it with payment to the State Bar of California.

MAIL TO: Program Registrations, State Bar of California, 180 Howard Street, San Francisco, CA 94105

FAX TO: Program Registrations at 415-538-2368. In order to fax your registration, credit card information is MANDATORY. (Photocopies of checks will NOT be accepted)

Registration Fees

  • $100.00 Pre-paid registration.
  • $120.00 On-site registration. (Space available basis)
  • $50.00 Written materials only. (Includes shipping and handling)

Deadline

Form and payment must be received by June 10, 2011 for pre-paid registration.

Questions

For registration information, please call 415-538-2508. For program content and/or Section information, please call 415-538-2580.

Cancellations / Refund Policy

All requests for refunds must be in writing and received by June 10, 2011.

MCLE

The Program qualifies for 9 hours of CPE for CPAs; 9 hours of continuing education credit for enrolled agents; and 7.5 hours of MCLE credit of which 1 hour applies to Legal Ethics 7.5 hours Legal Specialization; Taxation Law. The State Bar of California and the Taxation Section are a State Bar of California approved MCLE provider.