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/

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!

🎤 Meet our CATC 2026 Keynote Speaker: Kimberly Ellison-TaylorWith 30+ years leading at the intersection of technology an...
08/25/2026

🎤 Meet our CATC 2026 Keynote Speaker: Kimberly Ellison-Taylor

With 30+ years leading at the intersection of technology and finance, Kimberly brings a rare vantage point to the stage — 17 years in global leadership at Oracle, board seats with Marathon Petroleum, US Bancorp, and Mutual of Omaha, and a past Chairmanship of the AICPA.

She's been named to Accounting Today's Top 100 Most Influential People in Accounting and Forbes' Top 200 CPAs in America — and now she's headed to San Diego for the 2026 California All-Tax Conference.

Join tax practitioners nationwide September 30–October 2 at the Westin San Diego Bayview.

🔗 Register now: https://calawyers.org/2026-california-all-tax-conference/

Meet the experts behind the OTA Appeals Process.Join us for “Ins and Outs of the OTA Appeals Process” and hear directly ...
08/24/2026

Meet the experts behind the OTA Appeals Process.

Join us for “Ins and Outs of the OTA Appeals Process” and hear directly from professionals across California’s tax landscape:

• Shur Erdenekhuu — FTB attorney and active member of CLA’s Young Tax Lawyers section

• Leo Cristobal — FTB Attorney IV with extensive experience in tax controversies before the OTA

• Christian Hurley — CDTFA Attorney 4 with nearly two decades of experience in appeals and complex tax determinations

• Keith T. Long — Administrative Law Judge at the Office of Tax Appeals and active member of CLA’s Tax Section Executive Committee

Gain valuable insights from the people who work within California’s tax appeals system and learn what you need to know when navigating an OTA appeal.

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

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160 Promenade Circle, Suite 115
Sacramento, CA
95834

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