2017 Annual Meeting of the California Tax Bar
and California Tax Policy Conference
Park Hyatt Aviara Resort
November 1-3, 2017
E&G, TPL & SALT Tracks: The Ethics of Giving Oral or Written Tax Advice
E&G, TPL & SALT Tracks: Considerations in Developing a Meaningful Employee Development Program for Your Diverse Firm
Opening Reception: Meet the Speakers and Government Attendees; participate in activity hosted by the Young Tax Lawyers Standing Committee Meetings
E&G Track: Modern Uses of Partnerships in Estate Planning
TPL Track: Tax Reform — Are We Done Yet?
SALT Track: Year in Review — Legislative Update
E&G Track: Hot Off the Press: Post-Election Current Developments and Audit Issues
SALT Track: Income Tax Aspects of Partnership Mergers and Acquisitions
SALT Track: Update on Recent SALT Litigation
Lunch/Klein & Garvey Awards/Federal Keynote
E&G Track: California: the Mordor of Trust Situs — or the last Defender of Wholesome American Values?
TPL Track: These Aren’t the Assets You’re Looking For: Handling IRS Assertions of Successor/Alter Ego/Nominee/Transferee Liability
SALT Track: City Business and other Local Taxes — City Lights or Friday Night Fights?
SALT Track: Click and Clack: California’s New Manufacturing and R&D Partial Sales & Use Tax Exemption
TPL Track: The IRS and DOJ Continue to Prioritize Employment Tax Enforcement — Are You and Your Clients Prepared?
SALT Track: State Conformity with Federal Income Tax Laws — Especially in Light of Possible Sweeping Federal Income Tax Legislation?
SALT Track: Is My Software Exempt? — An Update on the Sales Tax Exemption for Technology Transfer Agreements
TPL Track: Court is in Session: Practice Tips from our Judges
SALT Track: Home Again, Home Again, Jiggity Jig — Market-Based Sourcing Rule Updates
Standing Committee Meetings
A Toast to Women in Tax
Dinner and Entertainment
Late Night Event: An Evening of Entertainment
E&G Track: The Path from GRAT and IDGITs to Efficient Wealth Transfers
TPL Track: Collaboration Between Nonprofits and For-Profits: From the Simple to the Complex
SALT Track: I Don’t Get the Assignment! Breaking Credit Assignment Down and Making It Work for You
E&G Track: Valuation Issues in Estate and Gift Tax Cases
TPL Track: Foreign Trusts: Beware of the Tax and Divorce Consequences
SALT Track: “Tax That Fellow Behind the Tree” — An Update on Economic Nexus
Lunch/Miller Award/State Keynote
E&G Track: Those Gnarly Retirement Asset Rules
TPL Track: Partnership Disguised Sales and Debt Allocation
SALT Track: Substantiation Requirements — When the Shoebox of Receipts Goes Missing, What Can I Do?
E&G Track: Using Life Insurance in an Uncertain World?
TPL Track: Foreign Account Reporting — IRS and Practitioner Perspectives
SALT Track: Taxing Digital Transactions in an Analog World
E&G Track: A Dive Into What Planners Need to Know When Dealing With Our Foreign Neighbors
SALT & TPL Track: The Highs (and Lows) of a Cannabis Tax Practice
SALT Track: Meeting of the Minds — Chief Counsel Roundtable
Closing Conference Gathering