2015 Annual Meeting of the California Tax Bar & California Tax Policy Conference
Program Course Materials
The 2015 Annual Meeting of the California Tax Bar & California Tax Policy Conference Course Material files are listed below. At the meeting you will receive a USB drive with a copy of the files. We will update this site after the meeting.
Points of view or opinions expressed in these materials are those of the speaker(s). They have not been adopted or endorsed by The State Bar of California's Board of Trustees 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 indepedent legal research to original sources or obtaining separate legal advice regarding specific legal situations. Copyright 2015 State Bar of California. All Rights Reserved.
01 - Tips and Techniques for Managing a Law Practice with Ethical Considerations.pdf
02 - Estate and Gift Tax Developments.pdf
03 - Criminal Tax Workshop.pdf
04 - 2014 and 2015 California Tax Legislation - Policy Makers at Work.pdf
05 - Estate and Gift Tax Audit Issues.pdf
06 - FINAL PPT - (85186865)_(1)_Annual Meeting 2015-Taxation Section of State Bar of CA.pdf
07 - Blue Light Special, Finding the Market in California's New Market-based Sourcing Rules.pdf
08 - Important Tax Administration and Procedural Rules for Estate Planners.pdf
09 - Transfer Pricing Hot Topics.pdf
10 - Going Nuts Over the Complexities of Sales Tax Classifications.pdf
12 - Partnership Liability Allocations.pdf
13 - Is it a Plan, an Automobile or a Computer.pdf
14 - The Nature and Effectiveness of Domestic Asset Protection Trusts.pdf
15 - Advanced Tax Court Litigation Boot Camp, Part 2.pdf
16 - Exploring the Facts and Circumstances of Nonbusiness Income.pdf
FINAL - Cal Tax - Business Non_Business Slide DeckCAJ DRAFT 10 12 15.pdf
17 - Unanswered Questions in the Fiduciary Tax World.pdf
18 - Effective Resolution Strategies for Federal and State Audits and Appeals.pdf
19 - To Regulate or Not to Regulate in California - Isn't There a Regulation for That.pdf
20 - Planning Strategies That Reduce Both Income and Estate Tax.pdf
21 - Federal Procedural Roundtable.pdf
Supplemental Items for Program 21-
Supplemental Item #1 - Civil Tax Case Responsibility.pdf
Supplemental Item #2 - frcv2015_amendments.pdf
Supplemental Item #4 - Tax Division Directive 144.pdf
Supplemental Item #5 - Stolen Identity Refund Charges.pdf
Supplemental Item #6 - SBSE-04-0515-00251.pdf
Supplemental Item #7 - DOC011.pdf
Supplemental Item #8 - Gracie petition.pdf
Supplemental Item #9 - Gracie proposed order.pdf
Supplemental Item #10 - AG's memo re Parallel Proceedings 1-30-12.pdf
Supplemental Item #11 - Deptuty Commissioner Memo 8-2014.pdf
22 - 2015 SALT Litigation - Cliff's Notes.pdf
23 - Planning for Distributions from Qualified Retirement Plans and IRAs.pdf
25 - I Swear It Wasn't Willfull Neglect - Making the Case for Penalty Abatement in California.pdf
26 - Gone Girl, Inc. - California and Federal Corporate Tax Return.pdf
27 - Like-Kind Exchanges - Updates-Hot Topics.pdf
29 - And Now, the Rest of the Story - Oh Those Local Taxes.pdf
30 - State Bar Tax Conference - Power Point Ed Opening Comments - Combined PowerPoint.pdf
31 - Chief Counsel Roundtable.pdf
Page 1 of 1