I am glad to report the State Bar of California, Taxation Section is off to an exciting year. We have more than 3,500 Tax Section members that benefit from the activities, services, professional relationships, and technical tax and ethical education provided. We are the largest tax section membership of any bar association in the country. Please get active with the Tax Section. Where can you provide the most value – and get the greatest back from all of us who volunteer our time for the Tax Section?
The key activities and events we hold throughout the year include –
For more details, check out the website and membership benefits at - http://www.calbar.ca.gov/Attorneys/Sections/Taxation/Membership-Benefits
Pass it along to your friends and colleagues. We want to see our membership base grow by 25% over the next 2 years; due to the value we provide to current and new members. Also, you do not have to be a licensed California lawyer to be a member. Lawyers anywhere in the world, CPAs, enrolled agents and any other tax professional (anywhere in the world – including Yucatán) can be an “associate member” and access these services and the professional tax network of the State Bar of California, Tax Section. Thank you.
Patrick W. Martin
Chair, Taxation Section (2017/2018)
November 1-3, 2017
Park Hyatt Aviara Resort
7100 Aviara Resort Drive
Online registration is now closed, but you can still register on site.
Qualifies for up to 14.5 Hours MCLE, including Legal Ethics, Elimination of Bias and Legal Specialization
Essential Information | Sponsors | Hotel Reservations |
Schedule at a Glance | Courses by Committee | Speakers |
Schedule for Wednesday | Schedule for Thursday | Schedule for Friday |
Printable Brochure | Mail / Fax Reg. Form
Make plans to join us for California’s foremost tax conference, the 2017 Annual Meeting of the California Tax Bar and California Tax Policy Conference! Satisfy your annual MCLE requirement in beautiful Carlsbad while networking with key tax officials, fellow tax practitioners, colleagues and friends.
For complete information, see Tax Annual Meeting and California Tax Policy Conference.
Friday, January 12, 2018, 12 noon - 1 p.m.
This program offers 1 hour participatory MCLE credit and legal specialization in Taxation Law. You must register in advance to partipcipate.
In June 2017, the California Legislature passed Assembly Bill (AB) 102, The Taxpayer Transparency and Fairness Act of 2017. This bill shifts most of BOE’s duties and responsibilities to the two newly created agencies: the California Department of Tax and Fee Administration and the Office of Tax Appeals. While the AB 102 lays out the duties of each of these agencies, some things needed clarifying, and AB 131, a “clean-up” bill was passed by the Legislature in the final days of the 2017 legislative session. Come learn how the reform measures will impact tax practitioners.
Speakers: Gina Rodriguez and Oksana Jaffe.
Dear Section Members:
I am excited to provide an update on the much-anticipated separation of the Sections from the State Bar of California, expected to occur at the beginning of 2018. This transition will provide countless possibilities regarding what we can do for our profession, and it will increase the number of lawyers we reach as we fully utilize the technological advances now available for our work and our professional relationships.
As a Section Member, you will continue to receive all of the services and benefits you have come to expect from the Taxation Section, and more. We will no longer be confined to the strictures of Bagley-Keene, which has limited our ability to communicate electronically and to effectively conduct meetings with our members. We will no longer be bound to certain restrictions and costs associated with being part of the State Bar. Our social media presence will be modernized, and we will have a dynamic website which will improve communications and increase member interaction.
Senate Bill 36, if enacted, will transfer the 16 Sections and the California Young Lawyers Association (CYLA), representing more than 60,000 members, into what will become one of the largest voluntary associations of lawyers in the nation, second only to the American Bar Association. SB 36 provides for the creation of a separate, private, 501(c)(6) non-profit corporation, governed by a board of directors selected by the individual Sections.
Importantly, the Sections’ financial reserves will be transferred to the new entity, along with the Sections’ intellectual property including CLE materials and member lists. Membership in the new organization will be voluntary, and although the Sections will no longer be part of the State Bar, the legislation does provide that membership check-off boxes will continue to appear on dues statements for California attorneys. Therefore, you can continue your membership in the same manner when you pay your annual dues to the State Bar.
If the final version of SB 36 is passed by the Senate and Assembly as anticipated, the bill is expected to reach the Governor’s desk and be signed by October 15, 2017.
The Sections are working diligently on a seamless transition plan. Pam Wilson & Associates, LLC was selected as the primary consultant to effectuate the successful transition. If you would like to be part of this historic effort, please contact me so that we can identify the Section leader of the appropriate Transition Planning Committee for you to call.
The 16 Sections and CYLA provide enormous value to all lawyers in California. We look forward to making the most of this unique opportunity for evolution and improvement. Please let us know how we can better serve you, and join us as we build a new future for the Sections and for all California lawyers.
Betty J. Williams
Chair, Taxation Section
Law Office of Williams & Associates, P.C., Sacramento
California Tax Lawyer, the Taxation Section's official publication, is sent free to members of the Section. The journal is designed to keep tax lawyers and other tax professionals apprised of the latest developments in the field, as well as up-to-date on the activities of the Section. To receive a subscription, you need only join the Section.
Anyone can submit an article to the Editors for consideration for publication in California Tax Lawyer. Submissions are typically due February 15, May 15, August 15, and November 15. For more information, please read these guidelines.
The California Tax Lawyer is also seeking authors to publish self-study articles that offer the reader MCLE credit. If you are interested in more information and guidelines for the self-study articles, please contact Shellie Hughes.
Join the exciting new WOMEN IN TAX standing committee! The mission of the State Bar of California Taxation Section Women in Tax Committee is to:
Click here for information on how to join today! For more information or to get involved with the committee activities, contact Adria Price, the Taxation Section Executive Committee Liaison to the Women in Tax Subcommittee, at firstname.lastname@example.org.
The Taxation Section maintains a Facebook account, www.facebook.com/calbartax, and a Twitter account, www.twitter.com/calbartax. We will be posting regularly, so like us on Facebook and follow us on Twitter.
The Taxation Section is managed by its Executive Committee, which meets quarterly and is comprised of tax lawyers working in private law firms, accounting firms, government, and corporations throughout California. See contact information for the current Executive Committee members, or see the appointments process for information on becoming a member of the Executive Committee in the future. We encourage you to become involved.
We're very grateful for your membership in the Section.
As a token of that, we're offering self-study MCLE credit in the areas of Legal Ethics, Competence Issues, and Recognition and Elimination of Bias in the Legal Profession and in Society. The programs are posted in our Member's Only Area.
Simply watch the programs and keep track of having done so. You can report this to the State Bar when it's time to demonstrate your compliance with the MCLE requirements.
Past programs are available over the internet for participatory MCLE credit. For more information, see online CLE and select Taxation Section. Be sure to check out CLEtoGo if you're interested in downloadable podcasts.
The Taxation Section relies on the energy, effort, and dedication of the members of the California tax practitioner community. We encourage all members of the Taxation Section to get involved in the section -- your section. Here are some things you can do right now:
Continuing Education of the Bar, California (CEB) is extending some special discount offers to our section. As a member of the Section, you're eligible for:
Information about the section dues rebate program can be found on the CEB Web site.
The State Bar of California
180 Howard Street
San Francisco, CA 94105-1369
The Taxation Section is a State Bar of California-approved MCLE provider.