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Wednesday, 15 December 2021 10:00 AM - Thursday, 15 December 2022 11:00 AM PST
Speakers, including California Taxpayers Association staff Rob Gutierrez (President), Peter Blocker (VP of Policy), David Kline (VP of Communications and Research), and Tobias Wolken (Legislative Aide), will provide an update on tax legislation enacted during the past year, drawing attention to the key tax changes that will be going into effect beginning January 1, 2023.
Join the California Tax Foundation for its 2022 webinar series. Each month attendees will hear from leading State and Local Tax experts in California on timely and engaging topics.
Participating meeting attendees may be eligible to receive one credit hour for California MCLE and/or CPE for each webinar attended. For your attendance to be eligible for continuing education credit, participation in the polls during the webinar is required. Joining with the call-in option will not allow you to participate in the polls to receive credit.
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.
Panelists for the webinar series will be announced at a later date.
For questions, logistics, or additional details, please contact Lexey Chandler at 916-930-3104 or lexey@caltax.org.
Hired by KPMG as a director for California state and local tax, Kuhl will help clients regarding sales tax issues. Kuhl most recently worked as chief of staff for Board of Equalization chairwoman Fiona Ma. He also previously worked in the BOE’s tax policy division.
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.
Ben joined CalTax in November 2018. He tracks and analyzes tax-related litigation, and writes for CalTax Publications. Prior to joining CalTax, Ben worked at Valero Energy Corporation where he compiled legal research and drafted memoranda. He has also previously worked as a staff accountant for Coaster Company of America, where he handled accounts payable and helped prepare various financial statements. Ben holds a bachelor’s degree in accountancy from the University of Illinois at Urbana-Champaign and a law degree from the University of California at Davis School of Law, where he also earned a tax law certificate.
Barry is a consultant to CalTax with more than 40 years of experience with California franchise tax dispute resolution and tax-planning issues. His experience including serving as senior state tax counsel for two Fortune 500 companies, Atlantic Richfield Company and Chevron Corporation. He also has served as a director in the National Washington Tax Service, as a California subject-matter expert at a Big Four accounting firm. He has successfully represented individuals and corporate clients in state tax appeals. Barry holds a law degree from Pepperdine University.
Peter is the Vice President of Policy at CalTax. He has been with CalTax since 2011, first as a Policy Analyst and since 2015 as a registered lobbyist. In addition to representing CalTax in the Capitol, he analyzes legislation relating to tax policy, and manages special projects. He also provides research and writing for CalTax publications. Peter’s research and writing covers a broad spectrum of state tax policy, as well as government efficiency, elections and local tax issues. He is a graduate of the University of San Diego.
David was named Vice President of Communications and Research in January 2010, after serving since 2007 as Director of Communications. He fields media inquiries, oversees research projects and production of CalTax publications, and serves as editor of the CalTaxletter. From 1992 to 2004, he worked for the Metropolitan News Company, first as the Capitol bureau chief and later as editor of Senior Spectrum newspaper, which received several journalism awards during his five-year tenure. From 2004 to 2007, he was a principal consultant and chief speechwriter for the Assembly Minority Leader.
Rob is the President and Chief Executive Officer of CalTax, responsible for managing the staff and overall direction of the association. Rob joined CalTax in 2009, and served as Director of State & Local Finance and Director of the California Tax Foundation, the nonprofit research organization founded by CalTax in 1980. Rob is a member of the Franchise Tax Board Advisory Board. He has completed extensive research on tax policy, including property taxes, how taxes and fees are applied under Proposition 26, and state spending priorities. He assisted in publishing the second edition of California’s Tax Machine: A History of Taxing and Spending in the Golden State. Rob holds a degree in political science from Westmont College in Santa Barbara.
Aera Energy
Charter Communications
Chevron
Edison International
Enterprise Holdings
Eversheds Sutherland
Greenberg Traurig
Majestic Realty Company
NextEra Energy
Ryan, LLC
Sempra
Union Pacific Railroad Company
Watson Land Company
The Wonderful Company
Speakers will discuss sales tax refunds and the potential issues that may arise during the refund process that taxpayers and practitioners should look out for.
Director, Tax
KPMG
Indirect Tax Director
PwC
Senior Manager - Global Indirect and State Tax
EY
SUT Technical Tax Consultant
California Taxpayers Association
Speakers will discuss their experiences on the impact of the pandemic on property valuation, including the potential impacts on commercial property because of the rise of remote work.
Taxpayer Advocate
San Diego County Assessor's Office
Assessor
Ventura County Assessor's Office
Partner
Pillsbury Winthrop Shaw Pittman LLP
VP of Communications and Research
During the webinar, panelists will highlight new tax legislation of interest in California, including a proposed sales tax exemption for manufacturing equipment, a possible digital advertising tax, and the restoration of tax credits and the NOL deduction.
McDermott Will & Emery
President
Speakers will discuss the OTA’s procedures for designating precedential opinions, closely examine some precedential opinions of interest, and analyze how authoritative these opinions will be for future OTA decisions.
Co-Founder and Partner
Silverstein & Pomerantz
SALT Director
Tax Counsel
Speakers will analyze California’s current treatment of foreign earnings, including those included in Global Intangible Low Taxed Income (GILTI).
Principal
Associate
Reed Smith
Technical Tax Consultant
Speakers will discuss the ongoing issues surrounding remote hearings in local assessment appeals, and provide an update on actions taken by the Board of Equalization on these issues.
Shareholder
GreenbergTraurig
Ajalat, Polley, Ayoob, Matarese & Broege
Speakers will discuss the potential impacts of recent proposals to enact a Road Charge Pilot Project in California, including tax policy issues, the potential economic impacts, and other considerations.
Road Charge Program Manager
Caltrans - California Department of Transportation
Fiscal & Policy Analyst
California Legislative Analyst's Office
Director of Excise Tax Policy
Tax Foundation
Legislative Aide
CalTax
Speakers will discuss upcoming statewide ballot measures of interest, highlighting potential tax threats that taxpayers should be aware of.
President and Chief Executive Officer
California Business Properties Association
President & CEO
Oakland Metropolitan Chamber of Commerce
Speakers will discuss incentives offered to California taxpayers, and examine how taxpayers and practitioners can apply for and receive tax credits from the state.
Ernst & Young
Deputy Secretary and Attorney IV for Tax Matters
California Government Operations Agency
Myriam Bouaziz, Chief Deputy Director of Office of Tax Appeals, and moderator David Kline, Vice President of Communications and Research (CalTax), will discuss topics including new legislation allowing non-attorneys to serve as administrative law judges, the process for determining which opinions become precedential, whether remote hearings will continue to be an option for appellants, and how the Small Case Program is expediting the appeals process. (This replaces a previously scheduled webinar on the topic of taxes on the November ballot.)
Chief Deputy Director
Office of Tax Appeals
Selvi Stanislaus, Executive Officer of the Franchise Tax Board, and moderator Bart Baer, Chief Tax Counsel (CalTax), will discuss topics including upcoming regulatory meetings, filing season trends, litigation, the impacts of COVID-19 on office operations, and lessons that have been learned through the remote work process. (This replaces a previously scheduled webinar on the topic of recapping the results of the November elections.)
Executive Officer
Franchise Tax Board
Chief Tax Counsel
VP of Policy
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