2022 Annual Meeting of the California Tax Bar and California Tax Policy Conference

 

The California Lawyers Association Taxation Section

presents

2022 Annual Meeting of the California Tax Bar and California Tax Policy Conference 

November 2-4, 2022 ~ 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.  

 

Wednesday, November 2, 2022 - 1:05-2:05 p.m.
 
Course #1: 01 - In Re Grand Jury.pdf
 
 
Wednesday, November 2, 2022 - 2:015-3:15 p.m.
 
Course #2: 02 - Gender and Racial Inequities in Our Tax Systems - UPDATED MATERIALS.pdf
 
 
 Wednesday, November 2, 2022 - 3:30-4:30 p.m.
 
Course #3: No Materials for this panel
 
 
Wednesday, November 2, 2022 - 4:45-5:45 p.m.
 
Course #4: 04 - Tax Bootcamp Part I Administrative Opportunities to Resolve a Tax Case Before Trial.pdf
 
 
Thursday, November 3, 2022 - 8:30-9:30 a.m.
 
Course #5: 05 - 529 Plans A compelling Tax and Estate Planning Tool.pdf
 
Course #6: 06 - Whats the FInal Word A How-to Guide on Navigating IRS Written Guidance.pdf
 
Course #7: 07 - Just Passing Through Developments and Updates for Pass-Through Entity Taxes.pdf
 
 
Thursday, November 3, 2022 - 9:40-10:40 a.m.
 
Course #8: 08 - Interesting Issues and Ideas for the Sophisticated Estate Planner.pdf
 
Course #9: 09 - The Virtual Space is Real - Are you Prepared to Help Your Clients.pdf
 
Course #10: 10 - California Litigation Updates.pdf
 
 
Thursday, November 3, 2022 - 10:50-11:50 a.m.
 
Course #11: 11 - What Advisors Need to Know About Bitcoin and Digital Assets.pdf
 
Course #12: 12 - BBA Partnership Audit Rules - Hot Topics.pdf
 
Course #13: 13 - CA Source Income Current Development in Sourcing Income.pdf
 
 
Thursday, November 3, 2022 - 1:45-3:45 p.m.
 
Course #14: 14 - Tax Court Panel-Valuation.pdf
 
Course #15: 15 - Tax Bootcamp part II Successful Litigation Strategies and Techniques.pdf
 
Course #16: 16 - Trends in California Corporate Income Tax - UPDATED MATERIALS.pdf
 
 
Thursday, November 3, 2022 - 3:45-5:00 p.m.
 
Course #17: 17 - Estate Planning for Multi-National Families with Global Assets - UPDATED MATERIALS.pdf
 
Course #18: 18 - Criminal Tax Bootcamp - How to Rep Clients in Criminal Tax.pdf
 
Course #19: 19 - Trends in M and A.pdf
 
 
Friday, November 4, 2022 - 8:30-9:45 a.m.
 
Course #20: 20 - Estate CERTs-Safe and Dangerous.pdf
 
Course #21: 21 - Tax Court Roundtable.pdf
 
Course #22: 22 - Legislative Updates - UPDATED MATERIALS.pdf
 
 
Friday, November 4, 2022 - 9:55-11:10 a.m.
 
Course #23: 23 - Helping IRA Plan His IRA - Testamentary Planning with Individual Retirment Accounts - UPDATED MATERIALS.pdf
 
Course #24: 24 - Planning with our Neighbors US-Mexico-Canada a multinational Case Study.pdf
 
Course #25: 25 - Whats New in Local Taxes.pdf
 
 
Friday, November 4, 2022 - 1:00-2:00 p.m.
 
Course #26: 26 - Beyond Term Insurance - UPDATED MATERIALS.pdf
 
Course #27: 27 - International Hot Topics - UPDATED MATERIALS.pdf
 
Course #28: 28 - A Land of Opportunity Credits and Incentive.pdf
 
 
Friday, November 4, 2022 - 2:10-3:10 p.m.
 
Course #29: 29 - Reminiscing on 2022 And Planning for 2023 As Audits Heat Up.pdf
 
Course #30: 30 - Nuts and Bolts of Non-Profits.pdf
 
Course #31: 31 - Responsible Persons Liability.pdf
 
 
Friday, November 4, 2022 - 3:30-5:00 p.m.
 
Course #32: 32 - Tax Treaties for the Estate Planner.pdf
 
Course #33: 33 - Countdown of the Greatest and Latest Income Tax Hot Topics.pdf
 
Course #34: 34 - 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.

©2022 California Lawyers Association

All Rights Reserved

 

Page 1 of 1