2023 Annual Meeting of the Tax Bar and Tax Policy Conference
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.
Evaluation Form
Your feedback is valuable to us. Please take a few minutes to complete the evaluation form for each session you attend. Your input helps us improve future events. Look for the evaluation forms below listed under each session. Thank you for your participation!
MCLE Certificate
Download your MCLE certificates for your records. Session attendance is reported to the California State Bar. To ensure attendance, please scan or sign in at the beginning of each session to receive credit.
Wednesday, November 1, 2023
1:05PM - 2:05PM
At Both Ends: Overcoming Burnout in Legal Practice
Materials: 2023.10.26.BurnoutCLA_Taxation_Template.pptx
Evaluation Form: https://forms.gle/j1ghNqe2AYqm7SRu7
MCLE Certificate: Panel 1 At Both Ends Overcoming Burnout in Legal Practice.pdf
2:15PM - 3:15PM
Spotlight on California's State Controller
Materials: Materials to come.
Evaluation Form: https://forms.gle/nMmjofMUi766JhxJ6
MCLE Certificate: Panel 2 Spotlight on California's State Controller.pdf
3:30PM - 4:30PM
Taxpayer Perspectives: Tax Director Panel
Materials: No materials
Evaluation Form: https://forms.gle/veeFauBnnGerQTAy7
MCLE Certificate: Not for MCLE
4:45PM - 5:45PM
Considerations Raised by Broad Use of AI Tools in Practice
Evaluation Form: https://forms.gle/MDqhAMT6jiN6nKxW6
MCLE Certificate: Panel 4 Considerations Raised by Broad Use of AI Tools in Practice.pdf
Thursday, November 2, 2023
8:30AM - 9:30AM
Everything You Wanted to Know About Estate and Gift Tax Audits and Then Some
Materials: Understanding E and G Tax Audit Process November 2023.pptx
Evaluation Form: https://forms.gle/9892uhneGGzjvJcG7
MCLE Certificate: Panel 5 Everything You Wanted To Know About Estate and Gift Tax Audits and Then S.pdf
Federal Legislation Update
Materials: Cal Bar Tax - federal legislation update - final slides.pptx
Evaluation Form: https://forms.gle/PQRJkEwWBWWWeVueA
MCLE Certificate: Panel 6 Federal Legislation Update.pdf
Get to Know Local Tax Law: A Primer and Current Developments
Materials: 2023 CTPC Course #7 - Get to Know Local Tax Law.pptx
Evaluation Form: https://forms.gle/qmqq8embPqtcnYyp8
MCLE Certificate: Panel 7 Get to Know Local Tax Law A primer and Current Developments.pdf
9:40AM - 10:40AM
The Art and Science of Advanced Fiduciary Elections Fiduciaries and Advisors Are Faced With
Materials: Prokey Miller - Advanced Fiduciary Elections - JTM 10.20.23.pptx
Evaluation Form: https://forms.gle/GC4hw2xFmUznk8YT9
MCLE Certificate: Panel 8 The Art and Science of Advanced Fiduciary Elections Fiduciaries and Advis.pdf
Breaking New Ground: Equitable Tolling in Tax Cases Post-Boechler
Materials: 2023-11-02 Post-Boechler Developments (CLA Tax - Palm Springs) (003).pptx
Evaluation Form: https://forms.gle/EeUUpnhzuLwyNaYA7
MCLE Certificate: Panel 9 Breaking New Ground Equitable Tolling in Tax Cases Post-Boechler.pdf
Sourcing Income from Passthrough Entities & Developments Since Metropoulos
Materials: Course 10 - Sourcing Income from PTEs, 4859-8445-0437 v 3.pptx
Evaluation Form: https://forms.gle/ismMHGrD8kGoRREb6
MCLE Certificate: Panel 10 Sourcing Income from Passthrough Entities & Developments Since Metropoul.pdf
10:50AM - 11:50AM
Passing the Family Business on to the Next Gen Equally When Some of the Children Will Not Be Active
Materials: Passing the Business Onto the Next Generation - Planning Tools (01928188-3).docx
CLA Tax Section - Succession Planning - Not all Children Want to Continue (01933119x8958D).pptx
Evaluation Form: https://forms.gle/NY8XyMVZqAr62kV57
MCLE Certificate: Panel 11 Passing the Family Business on to the Next Gen Equally When Some of the.pdf
Tax Court Roundtable
Materials: CLA Palm Springs Presentation.pptx
Evaluation Form: https://forms.gle/uA417kv19QkT6pYv9
MCLE Certificate: Panel 12 Tax Court Roundtable.pdf
California Litigation Update
Materials: CTPC 2023 SALT Litigation.pptx
Evaluation Form: https://forms.gle/T3g45od2qZBCpEeQ6
MCLE Certificate: Panel 13 California Litigation Update.pdf
1:45PM - 3:15PM
Valuation of Hard to Value Assets
Materials: 2023 CLA Tax Conference - Hard to Value Assets_Final.pdf
Evaluation Form: https://forms.gle/nKnKifJtsywr4WQL8
MCLE Certificate: Panel 14 Valuation of Hard To Value Assets.pdf
International Hot Topics
Materials: International Hot Topics - CLA 2023.pptx
Court of Federal Claims – Christensen vs. U.S. (23 Oct. 2023) - US - Fre....pdf
Evaluation Form: https://forms.gle/MR4M26X9vpYHx6qJA
MCLE Certificate: Panel 15 International Hot Topics.pdf
Substantial and Occasional Developments in Alternative Apportionment for Corportate Income Tax
Materials: CTPC 2023 - Substantial and Occasional Presentation Slides (FINAL 10.31.23) (WNT_NTQA APPROVED).pptx
Evaluation Form: https://forms.gle/ygMs7HUxECzX1Ks56
MCLE Certificate: Panel 16 Substantial and Occasional Developments in Alternative Apportionment.pdf
3:45PM - 5:00PM
What You May Not Realize About GST But Need to Know
Materials: CLA Nov 2 and 3 GST (Final) (1).pdf
Evaluation Form: https://forms.gle/msTt8UXjc8TDm3q66
MCLE Certificate: Panel 17 What You May Not Realize About GST But Need to Know.pdf
Corporate Transparency Act
Materials: DOCS-#546439-v1-CLA_Tax_Presentation_(10_24_23).PPTX
Evaluation Form: https://forms.gle/Abge7g2dtLJ4AiH27
MCLE Certificate: Panel 18 Corporate Transparency Act.pdf
Cryptocurrency - Federal Guidance Implications for California
Materials: 2023 CTPC - Cryptocurrency - Federal Guidance and Implications for California.pptx
Evaluation Form: https://forms.gle/SkQm2MtHe38saCWa6
MCLE Certificate: Panel 19 Cryptocurrency – Federal Guidance & Implications for California.pdf
Friday, November 3, 2023
8:30AM - 9:45AM
Dealing with Difficuly Entity and Real Estate Issues
Materials: Final - Nov 23 Tax Conference PowerPoint - MCY-BKW (01933959-3x8958D).PPTX
Evaluation Form: https://forms.gle/XWegbtLHz4iuX8Ac7
MCLE Certificate: Panel 20 Dealing With Difficult Entity and Real Estate Issues.pdf
Nearshoring US - Mexico International Tax Issues
Materials: CLA Palm Springs 2023 - Nearhsoring -Legal and Tax Considerations for Relocating to Mexico.pdf
Evaluation Form: https://forms.gle/y8NFdPCQtHdamNdW9
MCLE Certificate: Panel 21 Nearshoring US-Mexico International Tax Issues.pdf
Legislative Updates
Materials: CTPC 2023 Leg Update Slides_Armstrong_Linton_Grinnell_Ruff.pptx
Evaluation Form: https://forms.gle/jSYCgnCAsf5u5jcd8
MCLE Certificate: Panel 22 Legislative Updates.pdf
9:55AM - 11:10AM
Melting Polar Opposites: Income and Transfer Taxes
Materials: Melting Polar Opposites.pptx
Taxation without Realization.pdf
Evaluation Form: https://forms.gle/PYAmsT9S9anXU8Wv8
MCLE Certificate: Panel 23 Melting Polar Opposites Income and Transfer Taxes.pdf
Keeping Up With the Credits: Employee Retention Credit
Materials: 2023-11-03 CLA ERC PowerPoint.pptx
Evaluation Form: https://forms.gle/umeBxrAufn2zvmSz6
MCLE Certificate: Panel 24 Keeping up with the Credits Employee Retention Credit.pdf
California Conformity in a Post-Pandemic State
Materials: 2023 TPC Conformity.Final.pptx
Evaluation Form: https://forms.gle/bzz9dR21ANs69zUa8
MCLE Certificate: Panel 25 California Conformity in a Post-pandemic State.pdf
1:00PM - 2:00PM
The Supercharged QDOT
Materials: CLA -- Final.pptx
Evaluation Form: https://forms.gle/3GmcFKwGX6FF2Gxe9
MCLE Certificate: Panel 26 The Supercharged QDOT.pdf
One Year Later: the IRS War on Conservation Easements
Materials: Palm Springs Slides.pptx
Evaluation Form: https://forms.gle/UHn4kAsZSaU8Qmu6A
MCLE Certificate: Panel 27 One Year Later the IRS War on Conservation Easements.pdf
Are You Qualified for 3-factor Apportionment?
Materials: 3-factor presentation - TPC 2023 Final.pptx
Evaluation Form: https://forms.gle/YHQtpvzmhgQDrTqS8
MCLE Certificate: Panel 28 Are you Qualified for 3-factor apportionment.pdf
2:10PM - 3:10PM
IRS Target List - Avoiding Audits
Materials: Recent Developments in Estate Gift Tax - September 2022 Final .pptx
Evaluation Form: https://forms.gle/Ma3tGctC3EJqmHVM8
MCLE Certificate: Panel 29 IRS Target List - Avoiding Audits.pdf
The Administrative Record Rule
Materials:
Evaluation Form: https://forms.gle/HLC56YDio41kS9gw6
MCLE Certificate: Panel 30 The Administrative Record Rule.pdf
Refresh on Withholding Concepts & the New Form 592-PTE
Materials: CLA_2023 Tax Policy Conference_Withholding Presentation_10.30.23.pptx
Evaluation Form: https://forms.gle/sd1R8TYKWLQVppf68
MCLE Certificate: Panel 31 Refresh on Withholding Concepts & the New Form 592-PTE.pdf
3:30PM - 5:00PM
Estate Planning for Multi-National Families with Global Assets
Materials: 2023 Tax Annual Meeting - Estate planning for multinational families wit....pptx
Evaluation Form: https://forms.gle/ziaPMYJa1JADVcrCA
MCLE Certificate: Panel 32 Estate Planning for Multi-National Families with Global Assets.pdf
The Long and Confusing History of the Use of Section 6751(b) to Defend the IRS Assertion of Penalties
Materials: CLA 6751B Presentation.pptx
Evaluation Form: https://forms.gle/M6CKBYBbTr6Su2bw7
MCLE Certificate: Panel 33 The Long and Confusing History of the Use of Section 6751(b) to Defend.pdf
Chief Counsel Roundtable
Materials: 2023 Case in Chief - Insights from the Chief Counsels.docx
Evaluation Form: https://forms.gle/Br4mMVDRjC69JSwH9
MCLE Certificate: Panel 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.
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