2022 Annual Meeting of the California Tax Bar & California Tax Policy Conference Report

• Publication year: 2023
• Author: Adria Price

2022 ANNUAL MEETING OF THE CALIFORNIA TAX BAR & CALIFORNIA TAX POLICY CONFERENCE REPORT

AUTHORS

Adria Price

Mike Shaikh

The 2022 Annual Meeting of the California Tax Bar & California Tax Policy Conference returned to its roots and was hosted by the Loews Coronado Bay Resort in San Diego November 2nd through 4th. The Loews was the location the California Tax Policy Conference returned and was first partnered with the Annual Meeting almost fifteen years ago. Never fear-if you were unable to attend the event in person, the conference sessions are available for replay at https://cla.inreachce.com/.

This year we were pleased to welcome almost 350 attendees from private, government, and industry practice. Jackie Zumaeta, Chair of the Taxation Section, kicked off the Conference with welcoming remarks and thanked everyone for attending. The conference featured 34 programs and presentations by esteemed tax professionals, including representatives from numerous federal and state tax agencies and offices, tax law professors, and private practitioners. The panels included topics regarding the most current issues facing tax professionals, such as residency issues, virtual currency, estate and gift tax planning, and always-popular panels such as the U.S. Tax Court Roundtable, the Annual Legislative Update, and the Chief Counsel Roundtable. The conference also featured two tax bootcamps discussing administrative procedures and litigation strategies encompassing all three tracks: SALT, federal and estate and gift practices.

As is the hallmark for the conference each year, there were numerous speakers from federal and state tax agencies and offices, including the U.S. Tax Court, IRS, California state legislature, FTB, BOE, OTA, and CDTFA. Federal government presenters included the Honorable Chief Judge Kathleen Kerrigan, the Honorable Mark V. Holmes, and the Honorable James S. Halpern (all of the U.S. Tax Court), Sheri Wight (Senior Counsel, IRS Office of Chief Counsel), Justine S. Coleman (Senior Counsel, IRS Office of Chief Counsel), Christopher Wrobel (Special Counsel to the Associate Chief Counsel, Income Tax and Accounting, IRS), Jennifer M. Black (Senior Counsel, Associate Office of Chief Counsel (Procedure and Administration) IRS), Jenny Casey (Senior Attorney, IRS), Michael Hensley (Senior Attorney, IRS), Darren Lian (Assistant Special Agent in Charge (ASAC), IRS Criminal Investigation), Nick Nilan (Senior Attorney, IRS), Lindsey Stellwagon (Special Counsel...