2018 Annual Meeting of the California Tax Bar and California Tax Policy Conference

The California Lawyers Association Taxation Section

presents

2018 Annual Meeting of the California Tax Bar and California Tax Policy Conference 

November 7-9, 2018 ~ San Jose

Program Materials

We have placed the program materials online for you to peruse and/or print before the Conference.  In the event that we receive supplemental program materials - we will post these materials to the website after the Conference.  Thank you for taking part in our efforts to reduce our carbon footprint.  

 

Conference Brochure

Attendee List

 

Wednesday, November 7, 2018 - 3:45-4:45 p.m.
 
Course #1: Ethical Considerations from Exam to Tax Court
 
 
Wednesday, November 7, 2018 - 5:00-6:00 p.m.
 
Course #2: Best Practices—Diversity Considerations in Your Law Practice
 
 
Thursday, November 8, 2018 - 8:30-9:45 a.m.
 
Course #3: Oh No—I Forgot About the Income Tax
 
Course #4: The Long War Continues: Considerations in Litigating the FBAR Penalty
 
Course #5: Legislative Update—Congratulations Bill, You’re A Law!
 
 
Thursday, November 8, 2018 - 9:55-11:25 a.m.
 
Course #6: Give Me Money: Tax Considerations of Crowdfunding
 
Course #7: Update on Federal Partnership Audit Rules
 
Course #8: Judicial Review—Recent SALT Cases of Interest
 
 
Thursday, November 8, 2018 - 1:10-2:10 p.m.
 
Course #9: Helping Ira Plan His IRA
 
Course #10: California Residency: Should I Stay or Should I Go?
 
Course #11: Implications of the Tax Cuts and Jobs Act on California. What Do Taxpayers Need to Know Now? What Should California Lawmakers and Tax Administrators Do?
 
 
Thursday, November 8, 2018 - 2:20-3:20 p.m.
 
Course #12: Navigating Property Tax Disputes
 
Course #13: Practical Issues in Cross-Border M&A, After Tax Reform
 
Course #14: Settling Cases: The Buck Stops Here
 
 
Thursday, November 8, 2018 - 3:30-5:00 p.m.
 
Course #15: Getting It Right: Dealing with Foreign Tax Issues
 
Course #16: Tax Court Judges Panel
 
Course #17: Quilling Me Softly
 
 
Friday, November 9, 2018 - 8:30-9:45 a.m.
 
Course #18: Charitable Planning is Not Trumped
 
Course #19: Solving Problems Through Effective Use of Stipulations
 
Course #20: Metaphysics and Market-Based Sourcing: Where Did You Receive the Benefit of My Service?
 
 
Friday, November 9, 2018 - 9:55-11:25 a.m.
 
Course #21: Income, Estate and Gift Tax Planning Strategies Worth Trumpeting After the 2017 Tax Cuts and Jobs Act
 
Course #22: IRS Employment Tax Update
 
Course #23: 1031 Exchanges in California: The Final Frontier
 
 
Friday, November 9, 2018 - 1:10-2:10 p.m.
 
Course #24: Prop. 13, What Works and What Doesn’t Work—Beyond the Basics
 
Course #25: State Responses (or Not) to the New Partnership Audit Rules
 
Course #26: The OTA Awakens…
 
 
Friday, November 9, 2018 - 2:20-3:20 p.m.
 
Course #27: Inbound U.S. Tax Planning After Tax Reform
 
Course #28: Recent Developments in Partnership Taxation
 
Course #29: Hot Audit Issues
 
 
Friday, November 9, 2018 - 3:30-5:00 p.m.
 
Course #30: Valuation and Other Relevant Issues in Estate and Gift Tax Cases
 
Course #31: Impact of Tax Reform on Choice of Entity Issues
 
Course #32: Meeting of the Minds—Chief Counsel Roundtable

 


Points of view or opinions expressed in these pages are those of the speaker(s) and/or author(s). They have not been adopted or endorsed by the California Lawyers Association Board of Representatices and do not constitute the official position or policy of the California Lawyers Association. Nothing contained herein is intended to address any specific legal inquiry, nor is it a substitute for independent legal research to original sources or obtaining separate legal advice regarding specific legal situations.

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