Taxation Section of the California Lawyers Association

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Taxation Section of the California Lawyers Association The Taxation Section is California's only statewide tax bar association. We are committed to accessibility! Learn more at https://calawyers.org/accessibility/

Tomorrow, Oct. 16: 2026 Sacramento Delegation 📍 Sacramento & via ZoomSwipe to meet the Tax Delegation speakers and prese...
10/15/2026

Tomorrow, Oct. 16: 2026 Sacramento Delegation 📍 Sacramento & via Zoom

Swipe to meet the Tax Delegation speakers and presenters. All events are FREE for members and non-members. Register: https://calawyers.org/event/2026-sacramento-delegation-state-and-local-tax-policy-discussion/

📍 In-Person Location: California Franchise Tax Board (Golden State A & B), 9646 Butterfield Way, Sacramento, CA 95827

10:30 AM–12:00 PM | State Tax Policy & Developments in Our Digital World (In-Person & Online)

🎓 Earn 1.5 hours of MCLE, including 1.5 hours of Legal Specialization in Taxation Law, free, whether you attend in person or virtually.

Speakers will discuss California and federal tax policy, including recent changes, principles of sound design, and paths to improvement:

Colin Grinnell, Chief Consultant, California Senate Revenue and Taxation Committee
Annette Nellen, Professor and Director of the MST Program, San José State University
Mike Shaikh, Partner and SALT West Region Practice Leader, Armanino
Marilyn Wethekam, Of Counsel, Council On State Taxation (COST)
Rafael Zaychenko, Tax Counsel, California Franchise Tax Board

1:00–3:30 PM | Tax Policy Paper Presentations (In-Person Only)

“Expand the Annual Tax Expenditure Report to Focus on the ‘Normal’ Tax Base Rather Than the Narrower California Tax Bases”
Presented by Annette Nellen
“The Successor’s Dilemma: Substantive Due Process and Successor Liability in California’s Revival Framework”
Presented by Samuel Astorga
“Hamstrung Healthcare and the Case for a Sales Tax Exemption for Nonprofit Hospitals in California”
Presented by Saba Shatara, Colin Dolan, and Hannah Amor
“Responsible Use of AI in California Tax Administration: A Proposal for FTB and CDTFA”
Presented by Michael I. Lurie
“Settling the Asymmetry: Granting the Settlement Bureau Authority to Request Development of Legal Positions”
Presented by Saba Shatara and Frank E. Medina
“A Proposal for Fair and Consistent Tax Treatment for Online Scam Victims”
Presented by Steven Chung

4:00–6:30 PM | Happy Hour at Drake’s: The Barn
985 Riverfront St, West Sacramento, CA 95691

Meet the speakers discussing California and federal tax policy, including recent changes, sound design principles, and p...
10/14/2026

Meet the speakers discussing California and federal tax policy, including recent changes, sound design principles, and paths to improvement.

It’s not too late to register for Friday’s in-person or Zoom panel. Join us afterwards for paper presentations and a happy hour at Drake's: The Barn.

🏛️ State Tax Policy & Developments in Our Digital World
10:30 AM – 12:00 PM | In-person & online | 1.5 hours of MCLE

📍 Franchise Tax Board, 9646 Butterfield Way, Sacramento
💻 Zoom (panel only)
Stay for paper presentations (1:00 – 3:30 PM, in-person only) and happy hour at Drake's: The Barn (4:00 – 6:30 PM). Space is limited!

Register: https://hubs.la/Q04Bb9JY0

Happening TODAY!Want an inside look at what’s new in Tax Court?Meet the New Tax Court Judges today from 12:00–1:00 p.m. ...
10/13/2026

Happening TODAY!

Want an inside look at what’s new in Tax Court?

Meet the New Tax Court Judges today from 12:00–1:00 p.m. for a special webinar featuring recently appointed Tax Court judges sharing their backgrounds, best practices, and insights into the latest trends in Tax Court litigation.

Speakers: Judge Cathy Fung, Judge Benjamin A. Guider III, and Judge Jeffrey S. Arbeit
Moderated by: Melissa Briggs and Michele F.L. Weiss

Free event + self-study credit available! Co-sponsored by TP & L.

Don’t miss this opportunity to hear directly from the judges and gain valuable perspective for your Tax Court practice.

Register now: https://bit.ly/4jautea

Want an inside look at what’s new in Tax Court?Meet the New Tax Court Judges this afternoon from 12:00–1:00 p.m. for a s...
10/07/2026

Want an inside look at what’s new in Tax Court?

Meet the New Tax Court Judges this afternoon from 12:00–1:00 p.m. for a special webinar featuring recently appointed Tax Court judges sharing their backgrounds, best practices, and insights into the latest trends in Tax Court litigation.

Speakers: Judge Cathy Fung, Judge Benjamin A. Guider III, and Judge Jeffrey S. Arbeit
Moderated by: Melissa Briggs and Michele F.L. Weiss

Free event + self-study credit available! Co-sponsored by TP & L.

Don’t miss this opportunity to hear directly from the judges and gain valuable perspective for your Tax Court practice.

Register now: https://bit.ly/4jautea

🎟️ Free MCLE for members and non-members! Join the Taxation Section on Friday, October 16, for the 2026 Sacramento Deleg...
10/06/2026

🎟️ Free MCLE for members and non-members! Join the Taxation Section on Friday, October 16, for the 2026 Sacramento Delegation (a state tax policy panel), tax policy paper presentations, and a happy hour.

Register: https://calawyers.org/event/2026-sacramento-delegation-state-and-local-tax-policy-discussion/

🏛️ 2026 Tax Delegation: State Tax Policy & Developments in Our Digital World
10:30 AM – 12:00 PM | In-person & online | 1.5 hours of MCLE

📍 In person: Franchise Tax Board, 9646 Butterfield Way, Sacramento
💻 Online: Zoom (panel only)

Digital transactions have been reshaping state and multistate tax policy since e-commerce took off in the 1990s, and many of the rules are still being written. This panel covers current proposals and recent changes, open issues, non-tax considerations such as privacy, and the principles of good tax policy.

Speakers:
▪️ Colin Grinnell, California Senate
▪️ Annette Nellen, San José State University, Lucas College of Business
▪️ Mike Shaikh, Armanino
▪️ Marilyn Wethekam, Council On State Taxation
▪️ Rafael Zaychenko, Franchise Tax Board

📄 Tax Policy Paper Presentations
1:00 – 3:30 PM | In-person only

Stay for the afternoon as authors present six tax policy research papers.

🍻 Happy Hour at Drake's: The Barn
4:00 – 6:30 PM | Sacramento

Continue the conversation after the program. Advance registration encouraged. Space is limited!

Please join the Taxation Section in congratulating Senior Judge Mark V. Holmes of the United States Tax Court, recipient...
09/30/2026

Please join the Taxation Section in congratulating Senior Judge Mark V. Holmes of the United States Tax Court, recipient of the 2026 Joanne M. Garvey Award.

Appointed to the Tax Court in 2003, Judge Holmes brings a career spanning private practice in New York and Washington, D.C., a Ninth Circuit clerkship, counsel roles at the U.S. International Trade Commission, and service as Deputy Assistant Attorney General in the DOJ Tax Division.

He will be honored at the Annual Conference Dinner and Award Presentation on October 1 at the 2026 California All-Tax Conference in San Diego.

Session 3A: Nuts and Bolts Bootcamp – SALTDesigned for law students and early-career attorneys, this workshop covers key...
09/30/2026

Session 3A: Nuts and Bolts Bootcamp – SALT
Designed for law students and early-career attorneys, this workshop covers key compliance issues, emerging trends, and strategies to move beyond theory and into the real-world nuts and bolts of SALT practice.

Speakers:
Chad Bacchus, California Department of Tax and Fee Administration
Kathryn Frank, California Franchise Tax Board
Maria Huseinbhai, Ernst & Young LLP
Robert Merten III, Armanino

🕒 3:45–5:45 PM
📚 2.0 MCLE / 2.0 CPE

Session 3B: Nuts and Bolts Bootcamp – A Tour Through Form 706 and the Federal Estate Tax offers a section-by-section wal...
09/30/2026

Session 3B: Nuts and Bolts Bootcamp – A Tour Through Form 706 and the Federal Estate Tax offers a section-by-section walkthrough of the U.S. Estate Tax Return — gross estate, deductions, marital and charitable elections, credits, and common pitfalls. Built for law students and early-career attorneys, but useful for seasoned practitioners too.

TODAY at the California All-Tax Conference!

Speakers:
Ryan Szczepanik, BNY Mellon
Laura Zeigler, Bessemer Trust

📍 Topaz Room
🕒 3:45–5:45 PM
📚 2.0 MCLE (Taxation Law, Estate Planning, Trust and Probate Law) / 2.0 CPE

New to tax law? Don't miss Nuts and Bolts Bootcamp – Life Cycle of a Tax Controversy at tomorrow's California All-Tax Co...
09/29/2026

New to tax law? Don't miss Nuts and Bolts Bootcamp – Life Cycle of a Tax Controversy at tomorrow's California All-Tax Conference (CATC).

This session walks law students and early-career attorneys through the full path of a federal tax dispute — audit to appeals to litigation. Featuring Laura Buckley (Buckley Tax Law), Vitor Martins (Nike), Lisa Nelson (Taylor Nelson Amitrano LLP), and Adria Price (Price & Associates).

📅 September 30, 2026
3:45–5:45 PM

2.0 MCLE / 2.0 CPE hours.

The California All-Tax Conference is September 30-October 2 in San Diego. Onsite registration is available.

Last chance to register online for the California All-Tax Conference, September 30–October 2 at the Westin San Diego Bay...
09/25/2026

Last chance to register online for the California All-Tax Conference, September 30–October 2 at the Westin San Diego Bayview. Online registration closes today, September 25, so secure your spot now:
https://calawyers.org/2026-california-all-tax-conference/

On-site registration will be available!

Address

160 Promenade Circle, Suite 115
Sacramento, CA
95834

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