2015 Annual Meeting of the California Tax Bar and California Tax Policy Conference
2016 Annual Meeting of the California Tax Bar and California Tax Policy Conference

Hilton San Diego Resort and Spa at Mission BayHilton San Diego Resort & Spa
October 26-28, 2016

The Premier California Tax Education Event

Qualifies for up to 14.5 Hours MCLE, Legal Specialization, CPE & EA Credit

Hotel Reservation Deadline is September 23
Early-bird Pre-Registration is October 12

You can now REGISTER ONLINE for the program. Online registration will close on October 21.

California Tax Policy ConferenceEssential Information | Sponsors | Hotel Reservations |
Schedule at a Glance | Courses by Committee | Speakers |
Wednesday Schedule | Thursday Schedule | Friday Schedule |
Printable Brochure | Mail / Fax Reg. Form | Register Online

Why You Should Attend

Make plans to join us for California’s foremost tax conference, the 2016 Annual Meeting of the California Tax Bar and California Tax Policy Conference! Satisfy your annual MCLE requirement in beautiful San Diego while networking with key tax officials, fellow tax practitioners, colleagues and friends.

The Conference features two and a half energy-packed days with an agenda of 32 educational courses and numerous networking opportunities tailored to corporate tax executives, attorneys, CPAs, financial planners, enrolled agents, government tax officials, legislators and staff, and law students.

As part of the California Tax Policy Conference, we are pleased to present distinguished speakers, including Keynote Speaker, Selvi Stanislaus, Executive Officer, California Franchise Tax Board, Jozel Brunett, Chief Counsel, California Franchise Tax Board, Amy Kelly, Acting Chief Counsel, California State Board of Equalization, Susan Maples, Taxpayers’ Rights Advocate, California Franchise Tax Board, and Todd Gilman, Taxpayers’ Rights Advocate, California State Board of Equalization.

Annual Meeting featured speakers include Federal Keynote Speaker, Chief Judge L. Paige Marvel, United States Tax Court, Honorable Mark V. Holmes, United States Tax Court, Chief Special Trial Judge Peter J. Panuthos, United States Tax Court, Caroline D. Ciraolo, Principal Deputy Assistant Attorney General and Deputy Assistant Attorney General for Criminal Matters, U.S. Department of Justice, Robert Conte, Assistant United States Attorney, Deputy Chief, Tax Division, United States Attorney’s Office, Central District of California, Drita Tonuzi, Associate Chief Counsel, Procedure & Administration, IRS Office of Chief Counsel,Sandra Brown (invited), AUSA Division Chief, Tax Division, Department of Justice, Los Angeles, Honorable Cynthia Aaron, California State Court of Appeals, Fourth District, Honorable Robert Kwan, United States, Bankruptcy Court, Central District of California, and Honorable Rozella A. Oliver, Magistrate Judge for the United States District Court, Central District of California. Interact with more than 40 IRS Chief Counsel Attorneys, including Associate Area Counsels, Area Counsels, and Deputy Area Counsels, who will be in attendance from various divisions, including Small Business Self-Employed, Large Business & International and Criminal Tax.

Expert panels also cover the latest developments in other key areas of State and Local Tax, as well as Estate and Gift Tax, Tax Procedure and Litigation, and include important updates regarding the taxation of corporate and other business entities, international tax, tax legislation and tax policy.

The Conference also features a number of networking events, including:

  • Opening Night Reception – Meet the speakers and federal and state government attendees;
  • Young Tax Lawyers Networking Reception – All are welcome;
  • Dinner with entertainment by renowned comedian, Dan St. Paul; and
  • Sponsored Vegas-style casino night.

We look forward to seeing you at the 2016 Annual Meeting of the California Tax Bar and California Tax Policy Conference!

Adria Price, Chair
Annual Meeting

Roburt Waldow, Chair
California Tax Policy Conference

A special thank you to the following individuals for their contributions to planning and organizing this amazing event: Christopher Campbell, Shellie Hughes, Jenna Lewis, Rebecca O’Toole, Kaelyn Romey, Troy Van Dongen, Valerie Dickerson (Advisor) and Robin Klomparens (Advisor)

San Diego




Selva Stanislaus




Hilton San Diego Resort and Spa at Mission Bay




Hilton San Diego Resort and Spa at Mission Bay