2014 Annual Meeting of the California Tax Bar & The California Tax Policy Conference

The Premier California Tax Education Event

Thursday-Saturday, November 6-8, 2014
Loews Coronado │Coronado, CA (San Diego area)

Earn up 16.25 hours MCLE legal specialization and CPE credit.

The 2014 Annual Meeting of the California Tax Bar & the California Tax Policy Conference provides a unique set of opportunities for industry members, private practitioners and government representatives to take advantage of a quality educational forum for exploring significant California and nationwide state tax developments and emerging policy issues, along with a multitude of venues to meet and network with California’s top tax administrators.   This year we are providing 39 educational sessions, including full multiple-day tracks covering Estate and Gift Tax, Tax Procedure and Litigation, and State and Local Tax. Following is a preliminary list of courses. CTPC courses are shown in red.

  • Estate & Gift Tax Update
  • Why Every Estate Planner Must Understand Fiduciary Income Tax
  • Estate Planning for Retirement Benefits 
  • Advanced Topics in Estate Planning
  • Estate Planning Paralysis: Getting Your Clients to Act
  • Global Tax Planning for Multi-National Families:  Coming and Going!
  • Fixing a Trust
  • California Residents Using Foreign Jurisdictions in Estate Planning--Risks and Rewards
  • Venn Diagrams:  The Intersection of Estate and Income Tax
  • Life Insurance is Still Part of the Plan
  • Tax Director Forum: What's Keeping Them Up At Night? (336(e) Regs and Beyond)  
  • Criminal Tax - Overview and Introduction
  • A Discussion Toward Better Tax Credits and Incentives Effectiveness
  • Statute of Limitation Issues - 6501(c)(8) and Beyond; and Tax Doctrines including Claim of Right, Tax Benefit Rule and Mitigation  (TPL & YTL)
  • Is it Possible to Plan Around the 3.8% Surtax?  (Combine with The New Net Investment Income - the Impact on real estate professionals.)
  • Privacy and Tax Administration – Policy Considerations in the Twilight e-Zone
  • TPL Hot Topics
  • Business Purpose and Economic Substance Tax Avoidance Transactions: The Good, The Bad and The Ugly
  • So Long Stateless Income: The G20 Coordinated Action Plan and IRS Enforcement 
  • Can You Really Buy a Hotel Without A Property Reassessment? 
  • Tax Court Litigation Boot Camp - Part 1 and Part 2:  My Tax Court case is calendared.  Now what do I do?
  • Summons EnforcementChoice of Venue:  Tax Court, District Court, Court of Federal Claims or Bankruptcy Court
  • Federal Procedural Roundtable
  • Surfing 2014 SALT Controversies Across the USA
  • The Highlights and Hazards of Expanding the Sales Tax Base
  • Tax Attributes:  To Share or Not to Share from a Unitary Theory Perspective
  • SA_T - May I Have an 'L'?  Don't Forget Those Local Taxes 
  • The Income Tax Hazards to Employers and Executives of 24/7 Multitasking When Traveling to California for Mixed Purposes 
  • Don't Escheat on Me!  Unclaimed Property Exposé
  • California Budget and Legislation:  2014 in Review
  • The Art of Compromise:  Dispute Resolution Alternatives at FTB and BOE 
  • We’re Here to Help!  Legislation, Policy and Review:  The Guide to California Tax Agency Legislative Analysis, Rulemaking and Administrative Guidance 
  • Uniform or Unique?  An Update on the Uniformity Efforts by the Multistate Tax Commission and the States
  • Seeking Apportionment for a Fair Reflection of Business Activity?  Which is the Fairest of Them All?
  • Finding Yourself in California:  California Nexus Standards for “Doing Business” 
  • A View From the Chiefs:  FTB and BOE Chief Counsel Roundtable

Check back in July for final program details and registration.  For further information contact Carol Zlongst at carol.zlongst@calbar.ca.gov or call 415-538-2585.