2011 Annual Meeting of the California Tax Bar and California Tax Policy Conference


The State Bar of California Taxation Section



November 3-5, 2011

 Fairmont San Jose



Program materials for the 2011 Conference have been uploaded to this site for your convenience and perusal before the meeting.  Certain programs do not have materials, and are so noted.  Additional materials will be added to this site as they are available.  You will receive a printed set of materials for only the sessions you attend.  These printed materials are available at the door, while supplies last.

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 State Bar of California’s Board of Governors and do not constitute the official position or policy of the State Bar of California. 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.  ©2011 State Bar of California All Rights Reserved   

Session 01 California & Other State Tax Litigation What's Hot and What's Not.pdf

Session 02 GRATs CLATs Its Now or Never.pdf


Session 03 Joint Ventures with For Profit Entities L3C Options.pdf


Session 04 Up in the Sky Cloud Computing From A State Perspective.pdf


Session 05 A Practical Approach to Changes in Ownership.pdf


Session 06 Californias Taxation of Trust Compliance and Creativity.pdf


Session 07 Handling a California Sales and Use Tax Audit and Appeal.pdf


Session 08 Using Business Entities in Estate Planning.pdf


Session 09 Making Lemonade Squeezing the Most Out of Losses.pdf


Session 10 The Framework that Shapes and Constrains Californias Tax System.pdf


Session 11 Section 108 Relief for Partnership and S Corporation Debt Workouts.pdf


Session 12 Watch Out It Could be a Skip.pdf


Session 13 State Tax Administration A Comparative Approach.pdf


Session 14 Payroll Tax Audits Best Strategies.pdf


Session 15 Death Taxes Malpractice Avoiding the Top Ten Mistakes in Estate Tax Planning.pdf


Session 16 A Detailed Examination of the California Sales Factor.pdf


Session 17 Income Taxation of Same Sex Couples.pdf


Session 18 Estate Tax Litigation.pdf


Session 19 International Roundtable.pdf


Session 20 Ask The Experts The Impact of Financial Accounting in the State Local Realm.pdf


Session 21 IRS Collections.pdf


Session 22 Ethics The Estate Planner's Roadmap to Navigating Conflicts of Interest.pdf


Session 23 The True Costs of Litigating in California.pdf


Session 24 New Reporting Disclosure Obligations of Course Related Penalties.pdf


Session 25 - REVISED- The Importance of a Good Appraisal What the Government Appraisers Have to Say.pdf


Session 26 Business Transfers of Assets.pdf


Session 27 Criminal Tax Enforcement Trials Sentencing.pdf

Session 28 Estate Planning for Non Citizens and Multi Nationals.pdf


Session 29 Competent Authority.pdf


Session 30 The End of National Muffler.pdf


Session 30 SUPPLEMENT Related Opinions.pdf


Session 31 Estate and Gift Tax Update.pdf


Session 32 California Chief Counsel Roundtable.pdf


Session 33 Bankruptcy for Tax Lawyers.pdf


Session 34 Federal Procedural Roundtable.pdf


Session 35 Treatment of Intangibles.pdf


Session 36 Penalties Return Preparers Abusive Tax Shelters Circular 230.pdf


Session 37 Taxation in the Virtual Space.pdf


Session 38 California Legislation 2011 in Review.pdf


Session 39 Ready or Not Here it Comes.pdf


Session 40 Current Developments in Corporate Taxation.pdf



















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