Schedule for Thursday - 2013 Annual Meeting of the California Tax Bar & the California Tax Policy Conference

November 7-9, 2013
The Fairmont San Jose
170 South Market Street
San Jose, CA

Schedule for Thursday

The California Tax Policy Conference Courses are marked in pink. Courses and speakers are subject to change.

Thursday, November 7, 2013, 8 a.m. - 5:45 p.m.

 

Conference Registration and MCLE Sign-in

Thursday, November 7, 2013, 10 a.m. - 11:30 a.m.

1.5 Hours MCLE, Legal Specialization and CPE Credit

Course 1

International Roundtable

International and Tax Policy, Legislation & Practice

A panel of international tax experts will discuss hot topics and recent trends affecting international taxation. Topics include FATCA implementation, BEPS, movement to a territorial tax, enforcement issues, and policy considerations.

Speakers:

  • Lance Martin, Baker & McKenzie, Palo Alto
  • Patrick W. Martin, Procopio, Cory, Hargreaves & Savitch LLP, San Diego
  • Prof. Susan Morse, University of Texas at Austin School of Law, Austin, TX
  • Steven A. Musher, Internal Revenue Service, Washington, DC
  • Allen B. Walburn, Moderator, Allen Matkins Leck Gamble Mallory & Natis LLP, San Diego

Thursday, November 7, 2013, 10 a.m.-11:30 a.m.

1.5 Hours MCLE, Legal Specialization and CPE Credit

Course 2

Leveraging Charitable Gifts in a Low Interest Rate Environment

Compensation & Benefits, Estate & Gift and Exempt Organizations

The speaker will discuss utilizing the current low interest rate environment to maximize a client’s charitable gift strategy. This will include a discussion of lead trusts, remainder trusts, and private foundations.

Speaker:

Justin Miller, BNY Mellon Wealth Management, San Francisco

Thursday, November 7, 2013, 10 a.m.-11:30 a.m.

1.5 Hours MCLE, Legal Specialization and CPE Credit

Course 27

 

2013 SALT Cases that Promise to Shake up the Landscape

CTPC (State & Local)

A comprehensive analysis of the ten most significant pending state and local tax controversies nationwide and their potential impact on taxpayers. This session will include an entertaining countdown and discussion of court cases to monitor during 2013 in the areas of state income, transaction, and property taxation. This session will also provide practical solutions to implement within your company.

Speakers:

  • Jeffrey Graybill, California State Board of Equalization, Sacramento
  • Bill Hilson, California Franchise Tax Board, Rancho Cordova
  • Todd Lard, Moderator, Sutherland Asbill & Brennan LLP, Washington, DC
  • Mitchell Newmark, Morrison & Foerster LLP, New York
  • Brian Toman, Reed Smith LLP, San Francisco

Thursday, November 7, 2013, 11:40 a.m. - 12:40 p.m.

1 Hour MCLE, Legal Specialization and CPE Credit

Course 3

 

Federal Tax Reform - Are We There Yet, Will We Get There?

Corporate & Pass-Through Entities, Tax Policy, Legislation & Practice and Young Tax Lawyers

While there has been lots of talk about comprehensive tax reform, including lowering tax rates, moving to a territorial system, broadening the income tax base, taxing passthrough entities similarly, and simplification, will anything happen? This program explores reform options that have been introduced, pros and cons, likelihood of reform, and what to tell your clients.

Speakers:

  • Prof. Annette Nellen, Moderator, San Jose State University, San Jose
  • Yuelin Lee, Ernst & Young LLP, Washington, D.C.

Thursday, November 7, 2013, 11:40 a.m. - 12:40 p.m.

1 Hour MCLE, Legal Specialization and CPE Credit

Course 4

Ethics: The Estate Planner Roadmap to Navigating Conflicts

Estate & Gift

The ethical challenges facing estate tax planning professionals in representing multiple family members with interfamily transfers will be examined. Discussions will center around potential versus actual conflicts of interest, the use of waivers, and joint or separate representation.

Speakers: 

  • Jennifer Becker, Partner, Long & Levit LLP, San Francisco
  • Alison P. Buchanan, Hoge Fenton Jones & Appel, San Jose

Thursday, November 7, 2013, 11:40 a.m. - 12:40 p.m.

1 Hour MCLE, Legal Specialization and CPE Credit

 Course 28

BOE/FTB Audit Red Fights: Illuminating The Dirty Dozen

CTPC (State & Local)

Don’t be in the dark when faced with a BOE or FTB audit. This program will identify common taxpayer mistakes and issues raised by the BOE and FTB auditors during audits. After shining the light on the “dirty dozen,” the speakers will discuss ways taxpayers can be in the best position both before and during an audit. Speakers:

Scot Grierson, Grant Thornton, Irvine

Jeffrey L. McGuire, California State Board of Equalization, Sacramento

Marian McKenna, National Business Audit Bureau, Sacramento

Jennifer Petersen, KPMG LLP, San Francisco

Thursday, November 7, 2013, 12:45 p.m. - 2:30 p.m.

Not for MCLE Credit

 

Conference Opening Luncheon and Keynote Address with Presentation of the Benjamin F. Miller Award

TEvent #40 │ $45 per person (Purchase tickets in advance on the Registration Form. Onsite sales are limited.)

Prop 13 – Love it or hate it, the untouchable is under attack—a discussion of efforts to change California’s “third-rail” of politics.

Moderator: Professor Annette Nellen, San Jose State University

Speakers:

Marcy Jo Mandel
  • David Doerr, Chief Tax Consultant, California Taxpayers Association, and
  • Professor Kirk Stark, Vice Dean, UCLA School of Law

Featuring the presentation of the Benjamin F. Miller Award to Marcy Jo Mandel, Deputy State Controller, Taxation, California State Controller’s Office, Los Angeles.

Lunch sponsored by Ernst & Young LLP.

Thursday, November 7, 2013, 2:40 p.m. - 3:55 p.m.

1.25 Hours MCLE, Legal Specialization and CPE Credit

Course 5

 

To Conform or Not To Conform: What’s All the Fuss About?

Compensation & Benefits, CTPC (State & Local) and Income & Other

A highlight of important issues caused by nonconformity to federal income tax law, including the impact to states of the American Taxpayer Relief Act of 2012 (“Fiscal Cliff” legislation), different treatment of same sex couples (including benefit issues), and problems created by the conformity time lag.

Speaker(s):

William Gorrod, Morgan, Lewis  Bockius LLP, Palo Alto

Dan Kostenbauder, Moderator, Hewlett-Packard Company, Palo Alto

Patrick Kusiak, California Franchise Tax Board, Rancho Cordova

Bruce R. Langston, California Franchise Tax Board, Sacramento

Marc Simonetti, Sutherland Asbill & Brennan LLP, New York

Thursday, November 7, 2013, 2:40 p.m. - 3:55 p.m.

1.25 Hours MCLE, Legal Specialization and CPE Credit

Course 6

 

Decanting Wine is Easy, Decanting Trusts is Not

Estate & Gift

The speakers will discuss the benefits and pitfalls of decanting. This will include a discussion of various state
laws designed to welcome decanters. The speakers will also focus on the government issues with decanting.

Speakers:

  • Abby Feinman, Katten Muchin Rosenman, Los Angeles
  • Laura Zeigler, Bessemer Trust Company, Los Angeles

Thursday, November 7, 2013, 2:40 p.m. - 3:55 p.m.

1.25 Hours MCLE, Legal Specialization and CPE Credit

Course 29

 

The Ugly Duckling Taxes: California Property, Local and Special Taxes

CTPC (State & Local)

Lest we all forget, there are numerous important California taxes other than the income and sales/use taxes that dominate much of the tax press. Panelists will discuss recent developments in California pertaining to property tax issues, including the taxation of intangibles (Elk Hills), new construction, embedded software,
Western States Petroleum, and other current issues/cases. Panelists will also provide an update on locally imposed taxes/fees such as gross receipts tax, business license tax, and UUT, as well as discuss new developments in the area of special taxes/ fees imposed at the state level (e.g., the hazardous waste fee).

Speakers:

  • Richard Ayoob, Ajalat Polley Ayoob & Matarese, Glendale
  • Bradley R. Marsh, Moderator, Greenberg Traurig LLP, San Francisco
  • Richard Moon, California State Board of Equalization, Irvine
  • Gina Rodriquez, California Taxpayers Association, Sacramento
  • Lawrence E. Stone, Santa Clara County Assessor’s Office, San Jose

Thursday, November 7, 2013, 4:05 p.m. - 5:35 p.m.

No MCLE Credit MCLE, Legal Specialization and CPE Credit

Course 7

 

Designing Your Tax Law Career

Taxation Section Executive Committee and Young Tax Lawyers

A panel representing various careers for tax lawyers will discuss career options and offer advice for advancing your career in the direction you desire.

Speakers:

  • Fred Campbell-Craven, California Franchise Tax Board, Rancho Cordova
  • Michael Fang, Ernst & Young LLP, San Jose
  • Shellie L. Hughes, California State Board of Equalization, Sacramento
  • Adria S. Price, Moderator, Price & Associates, LLC, Half Moon Bay
  • Amir Atashi Rang, The Atashi Rang Law Firm P.C., San Francisco
  • Kaelyn J. Romey, Internal Revenue Service, San Francisco
  • Autumn Ronda, Valensi Rose, Los Angeles
  • Kimberly Stanley, Golden Gate University School of Law,San Francisco

Thursday, November 7, 2013, 4:05 p.m. - 5:35 p.m.

1.5 Hours MCLE, Legal Specialization and CPE Credit

Course 8

 

Gift Tax Returns: Preparation and Audits

Estate & Gift

Explore issues that practitioners will face as they prepare gift tax returns for 2012 gifts. The speakers will focus on appropriate elections, adequate disclosure and common audit issues.

Speakers:

  • Mark E. Powell, Albrecht & Barney, Irvine
  • Andrea Kushner Ross, Karlin & Peebles, LLP, Beverly Hills

Thursday, November 7, 2013, 4:05 p.m. - 5:35 p.m.

1.5 Hours MCLE, Legal Specialization and CPE

Course 30

 

Intangibles: You Can’t Touch, But They May Tax

CTPC (State & Local)

To keep up with the changes to the old model of business, states have looked to the tax treatment and classification of intangibles as a growing source of revenue. Please join our panel for a multistate discussion of the treatment of intangibles including royalties, patents, buy-in payments, etc., for income/franchise, sales/use, and property tax purposes.

Speaker(s):

  • Bradley Heller, California State Board of Equalization, Sacramento
  • Melissa Potter, California Franchise Tax Board, Rancho Cordova
  • Carley Roberts, Sutherland Asbill & Brennan LLP, Sacramento
  • Ali Vahdat, Ernst & Young LLP, Los Angeles
  • Barry Weissman, Moderator, Chevron Corporation, San Ramon

Thursday, November 7, 2013, 6 p.m. - 7 p.m.

 

Thursday Conference Reception (RSVP required)

Join us at the opening night reception. Enjoy appetizers and hosted wine. Hosted in part by Deloitte Tax LLP, Greenberg Traurig, LLP, and McDermott Will & Emery, LLP.

Thursday, November 7, 2013, 7 p.m. - 9 p.m.

 

Young Tax Lawyers Reception at Tanq (Located in the Lobby of the San Jose Marriott Hotel)

Event #42 $25

Join the young tax lawyers for hosted cocktails and appetizers at their annual party. Purchase tickets in
advance on the Registration Form. Onsite sales are
limited. Sponsored by Johnson, Giordano & Roth, APC