2021 CalTax Foundation Webinar Series

Tue, December 15 2020, 10:00 AM - Tue, December 14 2021, 11:05 AM [PST]

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2. Review and Proceed

REGISTRATION

CalTax Foundation 2021 Webinar Series Bundle PARTIAL APPROVAL - $100.00

Registration closes on 12/14/2021

Register today and save!

2020 Wrap-Up: New Legislation Going into Effect January 1, 2021 PARTIAL APPROVAL - $12.00

Registration closes on 12/14/2020

Join us for a discussion with Kathy Freeman (Deloitte), Carl Joseph (EY), Jim Levinson (PwC), and Gina Rodriquez (KPMG) to hear an update on new tax legislation taking effect January 1, and planning opportunities taxpayers might consider in the coming year.

Upland Aftermath: Do Local Taxes Require a Two-Thirds or Majority Vote? PARTIAL APPROVAL - $12.00

Registration closes on 01/13/2021

Join Eric Coffill (Eversheds-Sutherland), Brad Marsh (Greenberg Traurig), Kurt Oneto (Nielsen Merksamer) and others as they discuss San Francisco's gross receipts tax, and whether a local special tax can be approved by a majority vote under California's Constitution.

Technology Transfer Agreements: Past, Present, & Future PARTIAL APPROVAL - $12.00

Registration closes on 02/10/2021

Join CalTax Sales and Use Tax Technical Consultant Joan Armenta-Roberts for a discussion with Randy Ferris (EY), Jeff Varga (Paul Hastings), and Susan Bittick (Ryan) on California's sales tax treatment of technology transfer agreements, including a background on the Lucent decision and status of TTAs.

March Webinar PARTIAL APPROVAL - $12.00

Registration closes on 03/10/2021

April Webinar PARTIAL APPROVAL - $12.00

Registration closes on 04/14/2021

May Webinar PARTIAL APPROVAL - $12.00

Registration closes on 05/19/2021

June Webinar PARTIAL APPROVAL - $12.00

Registration closes on 06/23/2021

July Webinar PARTIAL APPROVAL - $12.00

Registration closes on 07/21/2021

August Webinar PARTIAL APPROVAL - $12.00

Registration closes on 08/25/2021

September Webinar PARTIAL APPROVAL - $12.00

Registration closes on 09/22/2021

October Webinar PARTIAL APPROVAL - $12.00

Registration closes on 10/20/2021

November Webinar PARTIAL APPROVAL - $12.00

Registration closes on 11/10/2021

December Webinar PARTIAL APPROVAL - $12.00

Registration closes on 12/14/2021

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Tue, December 15 2020, 10:00 AM - Tue, December 14 2021, 11:05 AM [PST]

Join the California Tax Foundation for its 2021 webinar series. Each month attendees will hear from leading State and Local Tax experts in California on timely and engaging topics, including: San Francisco's gross receipts tax, technology transfer agreements, and new tax laws. We will also be joined by special guest speakers from California's tax agencies. Meeting attendees may receive MCLE/CPE credit (upon approval by the State Bar). 

Established in 1980 by the California Taxpayers Association, the CalTax Foundation is a 501c3 not-for-profit organization dedicated to promoting sound tax policy and government efficiency through education and research. For more information about the foundation, visit www.caltaxfoundation.org.

 

CalTax Foundation

For questions, logistics, or additional details, please contact Chloe Bowman at 916-930-3104 or chloe@caltax.org

Contact the Organizer

Kathy Freeman
Managing Director
Deloitte

Kathy is widely recognized expert in California franchise and income tax matters. She has extensive experience in California franchise tax issues affecting a broad range of industries, and is a Jurisdictional Tax Lead specializing on California tax issues for Deloitte's largest clients throughout the country. Her clients include major companies in the financial, telecommunications, technology, service, defense, construction, health care, retail and manufacturing industries. Before coming to Deloitte, she spent 23 years with the California Franchise Tax Board, where she was a Settlement Officer for the Legal Branch, a top technical advisor for the FTB's Multistate Audit Branch, and a key participant in major policy-level decision making with respect to FTB audit programs, litigation positions, and legislative and regulatory matters. She spent 14 1/2 years at PWC as a subject matter expert specializing in California audit defense; controversy matters including protest, settlements and appeals; and California residency issues.

About Kathy

Managing Director
Deloitte
Carl Joseph
Principal | Indirect and State & Local Tax Services
Ernst & Young

Carl Joseph recently joined Ernst & Young LLP as a Principal in the Financial Services Indirect and State and Local Tax practice, based in Sacramento. Carl has extensive knowledge and experience with California multistate tax issues spanning almost two decades. Prior to joining EY, Carl was Counsel-Multistate Tax Affairs for the California Franchise Tax Board. He was with the Franchise Tax Board for 18 years and was responsible for coordinating multistate tax policy issues within the legal division. This included overseeing regulatory and adjudicatory efforts in the multistate arena, as well as protests and appeals raising complex multistate tax issues. He also represented the Franchise Tax Board before the Board of Equalization in numerous appeals. Prior to this, Carl served as Bureau Director for the Multistate Tax Law Bureau of the Legal Division. Carl has a degree in economics from the University of California, Irvine and his JD from McGeorge School of Law in Sacramento, California.

About Carl

Principal | Indirect and State & Local Tax Services
Ernst & Young
Jim Levinson
Sales/Use Tax Partner
PwC

Jim is a partner based in PwC’s San Diego office and leads the PwC Indirect Tax practice in the Southern California/Phoenix/Las Vegas market. He has extensive experience and a proven track record working with clients to address the sales/use tax challenges they face is their respective industries. During his 30 years of state and local tax experience, he’s worked with clients across the country in a wide range of industries including manufacturing, healthcare, medical device, pharmaceutical, bio-technology, government contractors, construction, retail, technology, digital goods software and cloud computing, financial services, entertainment, media, hospitality, and telecommunications.

About Jim

Sales/Use Tax Partner
PwC
Gina Rodriquez
Director, State and Local Tax
KPMG

Gina is a director in KPMG’s state and local tax practice. She has a strong background with California income, franchise, sales/use, property, excise and employment taxes, working closely with the regulatory agencies responsible for administering these taxes. She has long-standing relationships with key staff at the Franchise Tax Board, Board of Equalization, Employment Development Department, State Controller’s Office, Secretary of State, as well as with local county assessors and recorders. Prior to joining KPMG, Gina directed the legislative, regulatory and judicial programs for the nonpartisan California Taxpayers Association. She was instrumental in filing amicus letters and briefs for several California Supreme Court and appellate court tax cases; ensuring the expeditious resolution of the organization’s controversy workload; and analyzing tax reform proposals, including California’s proposal to impose a sales tax on services and to impose of a split-roll property tax. She also served as one of the youngest tax administrators in the nation while working for the Franchise Tax Board. Gina is responsible for clients in a cross-sector of industries, including financial services, refineries and petroleum, utilities, real estate, technology, retail, and agricultural. Gina holds a MS degree in Taxation and a BS degree in Accounting.

https://www.kpmg.us/bios/r/rodriguez-gina.html

About Gina

Director, State and Local Tax
KPMG
Eric Coffill
Senior Counsel
Eversheds-Sutherland

Eric J. Coffill has nearly 40 years of experience counseling clients on state and local tax controversy and litigation matters at the administrative, trial and appellate levels, particularly those involving the California Franchise Tax Board (FTB) and the California Department of Tax & Fee Administration. His practice includes advising high-net-worth individuals on their most significant matters, including California residency and sourcing issues. Eric is the principal author of more than 100 articles on a variety of state tax topics and is a co-author of the Bloomberg Tax California Corporation Income Tax Navigator and the Bloomberg Tax California Pass-Through Entity Navigator. He also serves on the advisory boards of Tax Notes State and the Journal of Multistate Taxation and Incentives. Eric has been consistently recognized annually as one of the country’s leading tax practitioners by, among others, Chambers USA (Band 1), The Legal 500 US, and Best Lawyers in America. He is a frequent speaker at national tax conferences, including those sponsored by COST, TEI, IPT and the California Lawyers Association. He served as a state and local tax adjunct professor at UOP McGeorge School of Law for nearly 10 years, and has taught corporate multistate income/franchise tax for the University of California (MLK Law School Davis) annually since 1991. Eric served as a member of the Juvenile Justice Committee of the State Bar of California and as a member of the Standing Committee on Legal Services to Prisoners, Legal Services Committee, of the State Bar of California. He received an Award for Exceptional Contributions for Delivery of Legal Services to Prisoners from the Legal Services section of the State Bar of California; the Benjamin F. Miller Award from the Tax Section of State Bar of California; and is a Life Fellow of the American Bar Association. Before assuming his current role in 2016, Eric was a tax partner in the Sacramento office of Morrison & Foerster LLP for over 20 years and served as the managing partner of the Sacramento office for 13 years. Before that, Eric worked in the FTB Legal Division for approximately ten years. Before that, Eric began his career as a criminal defense trial/appellate attorney.

https://us.eversheds-sutherland.com/People/Eric-J-Coffill

About Eric

Senior Counsel
Eversheds-Sutherland
Brad Marsh
Shareholder
Greenberg Traurig

Bradley R. Marsh is Co-Managing Shareholder of the San Francisco office and focuses his practice on tax controversy matters, including property, sales, payroll, business license, employment, franchise, parcel, district, documentary transfer, transient occupancy, utility user, income, parking, gift and estate taxes. He serves as a co-chair of the State and Local Tax (SALT) Practice. Brad represents clients in audits, litigation and administrative hearings, as well as analyzing transactions and business models, and developing strategies for legislative resolutions.

https://www.gtlaw.com/en/professionals/m/marsh-bradley-r

About Brad

Shareholder
Greenberg Traurig
Kurt Oneto
Partner
Nielsen Merksamer Parrinello Gross & Leoni, LLP

Kurt Oneto is a Partner practicing a wide range of government, tax, and regulatory matters with a specific focus on statewide initiative and referendum campaigns. He has extensive experience representing clients before state agencies involved in licensure disputes, procurements, and regulatory hearings, has litigated numerous California state and local tax cases, and has served as counsel and legal strategist to over 50 ballot measure campaigns both in California and more than a half dozen other states. Mr. Oneto is a recognized expert in California’s state initiative and referendum processes, and serves as a member of the firm’s government law, regulatory, and litigation practice groups. Prior to joining Nielsen Merksamer, Mr. Oneto served as a legislative analyst with the California District Attorneys Association and as a legislative aide to a member of the California State Senate.

https://www.nmgovlaw.com/team/kurt-oneto/#person-publications

About Kurt

Partner
Nielsen Merksamer Parrinello Gross & Leoni, LLP
Joan Armenta-Roberts
SUT Technical Tax Consultant
CalTax

Joan joined CalTax in February 2020 as a Technical Tax Consultant with expertise helping taxpayers navigate California’s complicated sales and use tax laws. She has more than 25 years of sales and use tax experience, both in the private sector and through her work as a top advisor to State Board of Equalization Member Dean Andal, who chaired the BOE and successfully implemented reforms that promote efficiency and sound tax policy. Her extensive experience also includes more than 18 years with PwC and KPMG, two of the “Big Four” accounting firms, and most recently running her own sales tax consulting business.

https://www.caltax.org/about-caltax/staff/

About Joan

SUT Technical Tax Consultant
CalTax
Randy Ferris
Managing Director
EY

Randy Ferris joined Ernst & Young LLP’s Indirect Tax Practice in California as an Executive Director. Ferris worked for 20 years at the California State Board of Equalization, holding several roles, including Chief Counsel, Senior Business Taxes Attorney, and Appeals Conference Holder and Reviewer. Ferris oversaw the BOE’s Legal Department, provided legal advice, issued legal opinions, drafted regulations, formulated and developed policies to implement laws, and provided impartial analyses of tax disputes.

About Randy

Managing Director
EY
Susan Bittick
Principal
Ryan

Specializes in state tax legislative and regulatory analysis, developing public affairs strategies, and providing advocacy services to clients in all industries. Responsible for the development of Ryan's Public Affairs Practice.

https://www.ryan.com/about-ryan/leadership/susan-bittick/

About Susan

Principal
Ryan
Jeffrey Varga
Attorney, Tax Department
Paul Hastings

Jeffrey Varga is of counsel in the Tax practice of Paul Hastings and is based in the firm’s Los Angeles office. He focuses his practice on tax controversy and litigation. Mr. Varga has represented taxpayers in a variety of state, federal, and local tax matters, including complex tax cases before California courts of appeal and superior courts, the United States Tax Court, federal district courts, criminal investigations, and civil audits. Before joining Paul Hastings, Mr. Varga served as a trial attorney with the Criminal Section of the Tax Division of the United States Department of Justice, where he was involved in all phases of criminal tax prosecutions. Mr. Varga also served as an Assistant United States Attorney in Los Angeles, where he handled civil tax cases before United States district and bankruptcy courts and California state courts.

https://www.paulhastings.com/professionals/details/jeffreyvarga

About Jeffrey

Attorney, Tax Department
Paul Hastings

10:00 AM

2020 Wrap-Up: New Legislation Going into Effect January 1, 2021

10:00 AM - 11:15 AM
$12.00
  • +3
  • Kathy Freeman

    Managing Director

10:00 AM

Upland Aftermath: Do Local Taxes Require a Two-Thirds or Majority Vote?

10:00 AM - 11:15 AM
  • +2
  • Brad Marsh

    Shareholder

10:00 AM

Technology Transfer Agreements: Past, Present & Future

10:00 AM - 11:15 AM
  • +3
  • Joan Armenta-Roberts

    SUT Technical Tax Consultant

10:00 AM

2020 Wrap-Up: New Legislation Going into Effect January 1, 2021

10:00 AM - 11:15 AM
$12.00
  • +3
  • Kathy Freeman

    Managing Director

10:00 AM

Upland Aftermath: Do Local Taxes Require a Two-Thirds or Majority Vote?

10:00 AM - 11:15 AM
  • +2
  • Brad Marsh

    Shareholder

10:00 AM

Technology Transfer Agreements: Past, Present & Future

10:00 AM - 11:15 AM
  • +3
  • Joan Armenta-Roberts

    SUT Technical Tax Consultant

Nov 3, 2019

09:00 AM
10:00 AM

Event Schedule

The Growth Show LIVE at the Podcast Lounge with Jen RubioTue Sep 03/ 5:30 PM - 6:00 PM ( 30 min )
The Growth Show LIVE at the Podcast Lounge with Jen RubioTue Sep 03/ 5:30 PM - 6:00 PM ( 30 min )
The Growth Show LIVE at the Podcast Lounge with Jen RubioTue Sep 03/ 5:30 PM - 6:00 PM ( 30 min )
The Growth Show LIVE at the Podcast Lounge with Jen RubioTue Sep 03/ 5:30 PM - 6:00 PM ( 30 min )
The Growth Show LIVE at the Podcast Lounge with Jen RubioTue Sep 03/ 5:30 PM - 6:00 PM ( 30 min )
The Growth Show LIVE at the Podcast Lounge with Jen RubioTue Sep 03/ 5:30 PM - 6:00 PM ( 30 min )
The Growth Show LIVE at the Podcast Lounge with Jen RubioTue Sep 03/ 5:30 PM - 6:00 PM ( 30 min )
The Growth Show LIVE at the Podcast Lounge with Jen RubioTue Sep 03/ 5:30 PM - 6:00 PM ( 30 min )
The Growth Show LIVE at the Podcast Lounge with Jen RubioTue Sep 03/ 5:30 PM - 6:00 PM ( 30 min )
Book Reading x Meet & Greetx Book Signingx
09:00 AM

Breakfast and networking with exhibitors

09:00 AM - 09:45 AM Hall A
Webinar
  • +1
  • Ayyanar Raja Mariappan

    Senior user interface designer

10:00 AM
Fresher

Asp.Net Full Stack Developer for Fresher

10:00 AM - 10:45 AM Hall A
$5.00
Beginner

Asp.Net Full Stack Developer for Beginner

10:00 AM - 10:45 AM Hall B
$10.00
11:00 AM
Fresher

Asp.Net Full Stack Developer for Fresher

11:00 AM - 11:45 AM Hall A
$10.00
Beginner

Asp.Net Full Stack Developer for Beginner

11:00 AM - 11:45 AM Hall B
Expert

Asp.Net Full Stack Developer for Expert

11:00 AM - 11:45 AM Hall C
12:00 PM

Lunch Break For All Session

12:00 PM - 12:45 PM Hall A
01:00 PM
Fresher

Asp.Net Full Stack Developer for Fresher

01:00 PM - 01:45 PM Hall A
$10.00
Beginner

Asp.Net Full Stack Developer for Beginner

01:00 PM - 01:45 PM Hall B
Expert

Asp.Net Full Stack Developer for Expert

01:00 PM - 01:45 PM Hall C
Expert Level One

Asp.Net Full Stack Developer for Expert Level One

01:00 PM - 01:45 PM Hall D
02:00 PM

Software Product Sale

02:00 PM - 02:45 PM Hall A
$15.00
03:00 PM
Fresher

Asp.Net Full Stack Developer for Fresher

03:00 PM - 03:15 PM Hall A
$12.00
Fresher

Asp.Net Full Stack Developer for Fresher

03:00 PM - 03:15 PM Hall A
Fresher

Asp.Net Full Stack Developer for Fresher

03:00 PM - 03:15 PM Hall A
Fresher

Asp.Net Full Stack Developer for Fresher

03:00 PM - 03:15 PM Hall A
Fresher

Asp.Net Full Stack Developer for Fresher

03:00 PM - 03:15 PM Hall A
Expert

Asp.Net Full Stack Developer for Expert

03:00 PM - 03:45 PM Hall C
$10.00

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