2019 Annual Meeting of the California Tax Bar and California Tax Policy Conference



The California Lawyers Association Taxation Section


2019 Annual Meeting of the California Tax Bar and California Tax Policy Conference 

November 6-8, 2019 ~ San Diego

Program Materials

We have placed the program materials online for you to peruse and/or print before the Conference.  Printed Materials will not be supplied at 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.  


2019 Tax Conference Brochure.pdf


Wednesday, November 6, 2019 - 1:15-2:15 p.m.
Course #1: Overcoming the Stigma - How to Identify Help and Support Attorneys Struggling with Substance Abuse and Mental Health.pdf
Wednesday, November 6, 2019 - 2:30-3:30 p.m.
Course #2: Conformity - Speed Bumps Post Tax Reform.pdf
 Wednesday, November 6, 2019 - 3:45-4:30 p.m.
Course #3: No Materials for this panel
Wednesday, November 6, 2019 - 4:45-5:45 p.m.
Course #4: Men - An Essential Part of the Diversity Solution.pdf
Thursday, November 7, 2019 - 8:30-9:30 a.m.
Course #5: SCOTUS Has Spoken on State Fiduciary Income Tax - What Are Its Implications and Where Do We Go From Here.pdf
Course #6: Tax and Disaster Resiliency.pdf
Course #7: Simplifying Market-Based Sourcing.pdf
Thursday, November 7, 2019 - 9:40-10:40 a.m.
Course #8: Intangible Rhapsody - Current Devolpments in Property Tax.pdf
Course #9: Confronting Wild Things - Lifting the Lid on Section 199A.pdf
Course #10: Best Audit Practices - The Taxman Cometh so Make Your Audit Hummeth.pdf
Thursday, November 7, 2019 - 10:50-11:50 a.m.
Course #11: Estate Planning and Community Property.pdf
Course #12: Back by Popular Demand - Tax Court Roundtable.pdf
Course #13: A Ways from Wayfair - Economic Nexus in 2019.pdf
Thursday, November 7, 2019 - 1:45-3:15 p.m.
Course #14: Transfer Tax Controversies in Estate and Gift Tax Cases.pdf
Course #15: The Quest for QSBS.pdf
Course #16: The OTA - Here Come the Judges.pdf
Thursday, November 7, 2019 - 3:30-5:00 p.m.
Course #17: Alimony Prenuptial Agreements and Trusts Under the 2017 Tax Act and What Every Practitioner Should Know About the Tax Impacts.pdf
Course #18: Whats So Territorial about the TCJA.pdf
Course #19: Creditopia - An Update on Californias Tax Credits and Incentives.pdf
Friday, November 8, 2019 - 8:30-9:45 a.m.
Course #20: Everything You Need to Know About Judicial Construction but Were Afraid to Ask.pdf
Course #21: From ITINs to Expatriation.pdf
Course #22: Playing Catch Up - The 2019 Legislative Update.pdf
Friday, November 8, 2019 - 9:55-11:10 a.m.
Course #23: Its a Two-Way Street - How Estate Planning Practitioners Can Work Better with and Learn from the Government.pdf
Course #24: Tax Court Litigation Bootcamp.pdf
Course #25: Preventative Medicine - Better than an Apple a Day Maximizing the Use of Pre-Controversy Tools.pdf
Friday, November 8, 2019 - 1:00-2:00 p.m.
Course #26: Thus Remedying Distortion - Fair Representation Achieved.pdf
Course #27: Qualified Opportunity Zones and Tax Credits - What We Know Today.pdf
Course #28: Thats Just Sales and Use Tax Creeping Up on You - When Unexpected Tax Arises for Responsible Persons and Successors.pdf
Friday, November 8, 2019 - 2:10-3:10 p.m.
Course #29: Cannabis Is a Business Before It Is a Party.pdf
Course #30: What Do You Mean There Is A $10000 Penalty.pdf
Course #31: Certiorari Granted - Essential SALT Litigation in 2019.pdf
Friday, November 9, 2018 - 3:30-5:00 p.m.
Course #32: What Every Estate Planner Needs to Know About International Tax and Reporting and the Governments Enforcement and Initiatives.pdf
Course #33: Bitcoin Bittrex and Beyond - What Practitioners Need to Know About Virtual Currency.pdf
Course #34: Epic Tales from the Chief Counsel Roundtable.pdf




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 Asssociation Board of Representatives 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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