Taxation Section of the California Lawyers Association

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/

🎤 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.

đź”— 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

The California All-Tax Conference (CATC) is the premier California educational and networking event for tax practitioner...
08/18/2026

The California All-Tax Conference (CATC) is the premier California educational and networking event for tax practitioners nationwide, taking place September 30 – October 2 in San Diego.

Save $50–$175 off registration before rates increase on August 19 — discount varies by tier, visit the website to see where you land.

Register before prices go up: https://calawyers.org/2026-california-all-tax-conference/

What do you really need to know before filing an OTA appeal?Join us for “Ins and Outs of the OTA Appeals Process” and he...
08/12/2026

What do you really need to know before filing an OTA appeal?

Join us for “Ins and Outs of the OTA Appeals Process” and hear directly from an Administrative Law Judge, FTB, and CDTFA attorneys on the finer points of OTA appeals.

Earn 1 Participatory MCLE Credit, including 1 Legal Specialization in Taxation Law!

Moderator: Shur Erdenekhuu
Speakers: Leo Cristobal, Christian Hurley & Keith Long

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

📢 Registration is open for the 2026 California All-Tax Conference! ⏰ Register by August 18 for Early Bird pricing.Join u...
08/05/2026

📢 Registration is open for the 2026 California All-Tax Conference! ⏰ Register by August 18 for Early Bird pricing.

Join us September 30–October 2 at The Westin San Diego Bayview for three days covering Taxation Law, Estate Planning, Trust and Probate Law, and Bankruptcy Law and more!

Earn up to 10.75 Hours of MCLE (including 1.75 Hours Legal Ethics and 1.0 Hour Recognition and Elimination of Bias) and up to 12 Hours of CPE.

Register Now → https://calawyers.org/2026-california-all-tax-conference/

Last call: Sacramento Delegation paper proposals close August 1!The Sacramento Delegation puts tax practitioners in the ...
08/01/2026

Last call: Sacramento Delegation paper proposals close August 1!

The Sacramento Delegation puts tax practitioners in the room with California's top tax agencies — FTB, CDTFA, BOE, and the Office of Tax Appeals — to tackle real issues in tax law, administration, and policy.

This year's event: Franchise Tax Board, October 16, 2026

Submit a proposal to:
âś… Help shape tax policy
âś… Publish and present as a recognized author
âś… Build your reputation with practitioners and policymakers
âś… Drive meaningful change in how California administers tax law

Proposals are due August 1, 2026 — don't miss your chance to be part of it.

đź“„ Learn more and submit: https://calawyers.org/section/taxation/sacramento-delegation/

Session V: Pass-Through Entity Tax | 1:00–1:55 PM | MCLE: .75 Hours; Legal Specialization: .75 Hours Taxation Law; CPE: ...
07/24/2026

Session V: Pass-Through Entity Tax | 1:00–1:55 PM | MCLE: .75 Hours; Legal Specialization: .75 Hours Taxation Law; CPE: 1.0 Hour

California's PTE Elective Tax sounds simple until the facts get messy — get the compliance, timing, and payment mechanics right during the 2026 Annual Income Tax Seminar.

Speakers: Josh Booth, Mira Coutinho

2026 Annual Income Tax Seminar sessions available at👉 https://bit.ly/4gRz2sB

Session IV: International Tax Panel | 11:20 AM–12:20 PM | MCLE: 1.0 Hours; Legal Specialization: 1.0 Hour Taxation Law; ...
07/24/2026

Session IV: International Tax Panel | 11:20 AM–12:20 PM | MCLE: 1.0 Hours; Legal Specialization: 1.0 Hour Taxation Law; CPE: 1.2 Hours

Moving to or from the U.S. can create tax issues that are easy to miss and expensive to fix later. Get ahead of the common traps during the 2026 Annual Income Tax Seminar.

Speakers: Howard Fisher, Robin Park, Jacob Shin

2026 Annual Income Tax Seminar sessions available at👉 https://bit.ly/4gRz2sB

Session III: Residency Issues in California | MCLE: 1.0 Hour; Legal Specialization: 1.0 Hour Taxation Law; CPE: 1.2 Hour...
07/24/2026

Session III: Residency Issues in California | MCLE: 1.0 Hour; Legal Specialization: 1.0 Hour Taxation Law; CPE: 1.2 Hours

Residency audits are rarely about one fact — they're about the full picture: where a taxpayer lived, worked, traveled, and intended to be. Get the full picture during the 2026 Annual Income Tax Seminar.

Speakers: Ovsep Akopchikyan, Desiree Macedo, Lisa Nelson

Session III: Residency Issues in California | 10:20–11:15 AM | MCLE: 1.0 Hour; Legal Specialization: 1.0 Hour Taxation Law; CPE: 1.2 Hours

2026 Annual Income Tax Seminar sessions available at👉 https://bit.ly/4gRz2sB

Session II: IRS Territory Managers Panel | 9:00–10:15 AM | MCLE: 1.0 Hour; Legal Specialization: 1.0 Hour Taxation Law; ...
07/24/2026

Session II: IRS Territory Managers Panel | 9:00–10:15 AM | MCLE: 1.0 Hour; Legal Specialization: 1.0 Hour Taxation Law; CPE: 1.2 Hours

Examination, collections, appeals — know how to move your case forward before it stalls during the 2026 Annual Income Tax Seminar.

Speakers: Kari Balboa, Timothy Bilotta, Joseph Broyles, Liliana Rizardo

2026 Annual Income Tax Seminar sessions available on demand👉 https://bit.ly/4gRz2sB

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Sacramento, CA
95834

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