Taxation Section

News from the Section

Greetings from the 2015-2016 Chair

Robert HorwitzHere you will find news of upcoming activities of the Taxation Section, which is California's only statewide tax bar association. The Section's current membership is approximately 3,000, and we invite you to join. Membership in the Taxation Section provides a unique opportunity to meet and interact with other tax practitioners and government officials throughout California, influence tax policy and legislation, and to serve on one of the Section's many Standing Committees. If you have any questions about getting involved with the Taxation Section, please email me or any of the other members of the Taxation Section's Executive Committee.

Robert S. Horwitz
Chair, Taxation Section
Hochman, Salkin, Rettig, Toscher & Perez, P.C., Beverly Hills, CA

Calendar of Events

Webinar: IRS and FTB 2016-2017 Priority Plan for Audit and Enforcement

Thursday, August 18, 2016, 12 noon - 1 p.m.

This program offers 1 hour participatory MCLE credit and 1 hour legal specialization credit in Taxation Law. You must register in advance to participate.

The presenters will discuss collection issues such as the time for reviewing and processing tax resolution/settlement options, evidentiary support practitioners can provide to expedite processing, financial thresholds and/or statistics on the success in resolving tax liabilities outside of litigation.

Moderator: Haleh Naimi
Speakers: Susan Maples, FTB Taxpayer Advocate and Kathryn A. Meyer, IRS Office of Chief Counsel

The State Bar of California 89th Annual Meeting

My Annual MeetingThe State Bar of California 89th Annual Meeting
September 29 - October 2, 2016
Marriott Marquis San Diego Marina

San Diego, California

Early Bird Pre-Regsitration and Hotel Registration Deadline: August 30, 2016 
Pre-Registration Deadline: September 8, 2016

The State Bar of California returns to beautiful San Diego for the 2016 Annual Meeting. The Annual Meeting is a multi-day showcase of continuing legal education courses, celebrity speakers, and noted legal scholars. Each day gives you several choices of courses and special events.

The Annual Meeting registration fee is structured to make it affordable to attend. You can select either a Full Meeting Pass or a 2-Day Pass. Special fees are available for Young Lawyers and New Admittees.

Register by August 30, 2016 to take advantage of preferred pricing. Your registration includes:

  • 111 MCLE courses 
  • Up to 19 Hours of MCLE and Legal Specialization credit 
  • Dynamic Opening Day and Closing Day General Sessions 
  • Free Networking Lunch, Morning Coffee Breaks and Evening Happy Hours in the Exhibit Hall 
  • Social events hosted by the State Bar and its various Sections, local bar associations and law school alumni groups

The Section will be presenting:

Program 11

No Strings Attached: The Basics of Tax Gifting

Program 21

Everything You NEVER Wanted to Know About Employee Benefit Plans

Program 50

Advising Your Business Clients on Avoiding Personal Liability for Employment Taxes

Program 60

Avoiding Red Flags that Could Trigger a Tax Audit

You can REGISTER ONLINE until September 8. For full information, see The State Bar of California 89th Annual Meeting.

Webinar: Transfer Pricing: An Introduction for Lawyers & CPAs

Tuesday, October 18, 2016, 12 noon - 1 p.m.

This program offers 1 hour participatory MCLE credit and 1 hour legal specialization credit in Taxation Law. You must register in advance to participate.

This is an introductory course on the basic principles and practices of transfer pricing. A discussion of Internal Revenue Code section 482 and the regulations will be covered, along with the practical applications such as when a company needs a transfer pricing study, and what forms and disclosures are required to be filed. Other topics to be explored relate to the current landscape of the OECD BEPS Project, the latest issues and case law affecting transfer pricing.

Moderator: Danny Ko
Speaker: Adam Karp

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 | 
Register Online

For more information, see 2016 Annual Meeting of the California Tax Bar and California Tax Policy Conference.

Articles Sought

California Journal of Tax Litigation

Tax Procedure and Litigation Committee

The California Journal of Tax Litigation is published quarterly by the Tax Procedure and Litigation Committee. Articles are being solicited for upcoming editions of the journal. The journal contains articles on current issues in tax litigation and procedure. Send your submissions to: Aubrey Hone, Hone & Maxwell, 870 Market St #586, San Francisco, CA 94102, 415-765-7516.

California Tax Lawyer

California Tax Lawyer, the Taxation Section's official publication, is sent free to members of the Section. The journal is designed to keep tax lawyers and other tax professionals apprised of the latest developments in the field, as well as up-to-date on the activities of the Section. To receive a subscription, you need only Join the Section.

Anyone can submit an article to the Editors for consideration for publication in California Tax Lawyer. Submissions are typically due February 15, May 15, August 15, and November 15. For more information, please read these guidelines on the Taxation Section website.

Women in Tax

Join the exciting new WOMEN IN TAX standing committee!  The mission of the State Bar of California Taxation Section Women in Tax is to:

  • Sponsor educational programs and networking opportunities designed to benefit women lawyers practicing in the field of tax;
  • Provide a forum for discussion and understanding of issues affecting women lawyers;
  • Foster education and advocate for reform relating to women's issues in the practice of tax law;
  • Explore ways to encourage women in their involvement in the legal community at all levels and mentor young and new attorneys in their practices; and,
  • Promote opportunities for community service.

Save the date!  A Welcome to WIT Kickoff conference call will be held on August 11, 2016, 12 noon - 1 p.m.  Check your email for additional details in the near future. Click here for information on how to join today! For more information or to get involved with the committee activities, contact Adria Price, the Taxation Section Executive Committee Liaison to the Women in Tax Subcommittee, at

Social Media

FacebookTwitterThe Taxation Section maintains a Facebook account,, and a Twitter account,  We will be posting regularly, so like us on Facebook and follow us on Twitter.

Meet Your Executive Committee

The Taxation Section is managed by its Executive Committee, which meets quarterly and is comprised of tax lawyers working in private law firms, accounting firms, government, and corporations throughout California. See contact information for the current Executive Committee members, or see the appointments process for information on becoming a member of the Executive Committee in the future. We encourage you to become involved.

Thank You for Being a Section Member - Here's 6 Hours MCLE in Legal Ethics!

We're very grateful for your membership in the Section. As a token of that, we're offering six hours of self-study MCLE credit in the area of Legal Ethics. The programs are posted in our Member's Only Area.

Simply watch the programs and read the accompanying materials, and keep track of having done so. You can report this to the State Bar when it's time to demonstrate your compliance with the MCLE requirements.

Online CLE for Participatory Credit -- Available Anytime!

Past programs are available over the internet for participatory MCLE credit. For more information, see online CLE and select Taxation Section. Be sure to check out CLEtoGo if you're interested in downloadable podcasts.

Get Involved

The Taxation Section relies on the energy, effort, and dedication of the members of the California tax practitioner community.  We encourage all members of the Taxation Section to get involved in the section - your section.  Here are some things you can do right now:

  • Join a Standing Committee
  • Attend a meeting held by one of the many Standing Committees
  • Propose a topic for the Washington, D.C. Delegation
  • Propose a topic for the Sacramento Delegation
  • Propose a program for the State Bar Annual Meeting
  • Propose a program for the Annual Meeting of the California Tax Bar and California Tax Policy Conference
  • Write an article for California Tax Lawyer

Save Money with CEB

CEB LogoContinuing Education of the Bar, California (CEB) is extending a special offer to our section. As a member of the Taxation Section, you're eligible for a rebate on your section dues that can be applied to the cost of a CEB Gold CLE Passport or a CLE program ticket. Information about the section dues rebate program can be found on the CEB Web site.

Contact Us

Taxation Section
The State Bar of California
180 Howard Street
San Francisco, CA 94105-1369
FAX 415-538-2368

The Taxation Section is a State Bar of California-approved MCLE provider.

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