2022 CalTax Foundation Webinar Series

Wednesday, December 15 2021 10:00 AM - Thursday, December 15 2022 11:00 AM [PST]

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2. Review and Proceed

Registration

CalTax Foundation 2022 Webinar Series Bundle Partial Approval - $40.00

Sales end on 12/14/2022

Register today and save! Series Bundle includes access to all remaining webinars in 2022.

September 6: Credit Where Credit Is Due – How to Apply for and Receive State Tax Incentives Partial Approval - $12.00

Sales end on 09/06/2022

Speakers will discuss incentives offered to California taxpayers, and examine how taxpayers and practitioners can apply for and receive tax credits from the state.

October 4: To Tax or Not to Tax? That Is the Question for Voters in Upcoming Local Elections Partial Approval - $12.00

Sales end on 10/04/2022

Speakers will provide an update on local tax measures slated to appear on the November 2022 ballot, bringing awareness to key issues and tax threats.

November 15: Hindsight Is 2022 – Recapping the November Election Partial Approval - $12.00

Sales end on 11/15/2022

Speakers will provide an update on the results of the November 2022 election, including discussions on state legislative races and state and local ballot measures.

December 6: Happy New Taxable Year – Key Tax Changes Taking Effect January 1 Partial Approval - $12.00

Sales end on 12/14/2022

Speakers 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.

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Wednesday, December 15 2021 10:00 AM - Thursday, December 15 2022 11:00 AM [PST]

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.

CalTax & the CalTax Foundation

For questions, logistics, or additional details, please contact Lexey Chandler at 916-930-3104 or lexey@caltax.org.

Contact the Organizer

Lauren Prehoda
Road Charge Program Manager
Caltrans - California Department of Transportation

About Lauren Prehoda

Road Charge Program Manager
Caltrans - California Department of Transportation
Shail Shah
Partner
Reed Smith

About Shail Shah

Partner
Reed Smith
Mark Stefan
Partner
Ernst & Young

About Mark Stefan

Partner
Ernst & Young
Matthew Hargrove
President and Chief Executive Officer
California Business Properties Association

About Matthew Hargrove

President and Chief Executive Officer
California Business Properties Association
Barbara Leslie
President & CEO
Oakland Metropolitan Chamber of Commerce

About Barbara Leslie

President & CEO
Oakland Metropolitan Chamber of Commerce
Amy Silverstein
Co-Founder and Partner
Silverstein & Pomerantz

About Amy Silverstein

Co-Founder and Partner
Silverstein & Pomerantz
Carl Joseph
Principal
EY

About Carl Joseph

Principal
EY
Frank Jimenez
Fiscal & Policy Analyst
California Legislative Analyst's Office

About Frank Jimenez

Fiscal & Policy Analyst
California Legislative Analyst's Office
Steve Kranz
Partner
McDermott Will & Emery

About Steve Kranz

Partner
McDermott Will & Emery
Nikki Dobay
Partner
Eversheds Sutherland

About Nikki Dobay

Partner
Eversheds Sutherland
Doug Bramhall
SALT Director
KPMG

About Doug Bramhall

SALT Director
KPMG
Tim Gustafson
Partner
Eversheds Sutherland

About Tim Gustafson

Partner
Eversheds Sutherland
Yoni Fix
Associate
Reed Smith

About Yoni Fix

Associate
Reed Smith
Cris O'Neall
Shareholder
GreenbergTraurig

About Cris O'Neall

Shareholder
GreenbergTraurig
Breann Robowski
Partner
Pillsbury Winthrop Shaw Pittman LLP

About Breann Robowski

Partner
Pillsbury Winthrop Shaw Pittman LLP
Richard Ayoob
Partner
Ajalat, Polley, Ayoob, Matarese & Broege

About Richard Ayoob

Partner
Ajalat, Polley, Ayoob, Matarese & Broege
Adam Hoffer
Director of Excise Tax Policy
Tax Foundation

About Adam Hoffer

Director of Excise Tax Policy
Tax Foundation
Jordan Marks
Taxpayer Advocate
San Diego County Assessor's Office

About Jordan Marks

Taxpayer Advocate
San Diego County Assessor's Office
Dan Goodwin
Assessor
Ventura County Assessor's Office

About Dan Goodwin

Assessor
Ventura County Assessor's Office
Craig Becker
Partner
Pillsbury Winthrop Shaw Pittman LLP

About Craig Becker

Partner
Pillsbury Winthrop Shaw Pittman LLP
Jim Kuhl
Director, Tax
KPMG

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.

About Jim Kuhl

Director, Tax
KPMG
Christopher Sharpe
Indirect Tax Director
PwC

About Christopher Sharpe

Indirect Tax Director
PwC
Trevor Darling
Senior Manager - Global Indirect and State Tax
EY

About Trevor Darling

Senior Manager - Global Indirect and State Tax
EY
Tobias Wolken
Legislative Aide
CalTax

About Tobias Wolken

Legislative Aide
CalTax
Joan Armenta-Roberts
SUT Technical Tax Consultant
California Taxpayers Association

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 Armenta-Roberts

SUT Technical Tax Consultant
California Taxpayers Association
Ben Lee
Tax Counsel
California Taxpayers Association

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.

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

About Ben Lee

Tax Counsel
California Taxpayers Association
Barry Weissman
Technical Tax Consultant
California Taxpayers Association

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.

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

About Barry Weissman

Technical Tax Consultant
California Taxpayers Association
Peter Blocker
VP of Policy
California Taxpayers Association

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.

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

About Peter Blocker

VP of Policy
California Taxpayers Association
David Kline
VP of Communications and Research
California Taxpayers Association

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.

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

About David Kline

VP of Communications and Research
California Taxpayers Association
Rob Gutierrez
President
California Taxpayers Association

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.

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

About Rob Gutierrez

President
California Taxpayers Association

About Aera Energy

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About Charter Communications

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About Chevron

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About Edison International

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About Enterprise Holdings

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About Eversheds Sutherland

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About Greenberg Traurig

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About Majestic Realty Company

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About NextEra Energy

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About Sempra

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About Union Pacific Railroad Company

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About Watson Land Company

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About The Wonderful Company

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10:00 AM

I Demand a Refund! Potential Issues in the Sales Tax Refund Process.

10:00 AM - 11:15 AM
  • +3
  • Jim Kuhl

    Director, Tax

10:00 AM

Is Remote Work Doing a Job on Commercial Property Values?

10:00 AM - 11:15 AM
  • +3
  • Jordan Marks

    Taxpayer Advocate

10:10 AM

There Ought to Be a Law! New Tax Legislation Introduced in California.

10:10 AM - 11:15 AM
  • +3
  • Steve Kranz

    Partner

10:00 AM

Precedential Candidates – The Process for Designating Precedential Opinions at the OTA.

10:00 AM - 11:15 AM
  • +3
  • Amy Silverstein

    Co-Founder and Partner

10:00 AM

GILTI or Not GILTI? California’s Tax Treatment of Foreign Earnings.

10:00 AM - 11:15 AM
  • +2
  • Carl Joseph

    Principal

10:00 AM

Is Due Process Possible in Remote Assessment Appeals Hearings?

10:00 AM - 11:15 AM
  • +3
  • Cris O'Neall

    Shareholder

10:00 AM

Actual Taxes May Vary – Will “Vehicle Miles Traveled” Tax Get the Green Light?

10:00 AM - 11:15 AM
  • +3
  • Lauren Prehoda

    Road Charge Program Manager

10:00 AM

Take the Initiative – Tax Measures on the November Statewide Ballot.

10:00 AM - 11:15 AM
  • +3
  • Matthew Hargrove

    President and Chief Executive Officer

10:00 AM

Credit Where Credit Is Due – How to Apply for and Receive State Tax Incentives.

10:00 AM - 11:15 AM
  • +2
  • Joan Armenta-Roberts

    SUT Technical Tax Consultant

10:00 AM

To Tax or Not to Tax? That Is the Question for Voters in Upcoming Local Elections.

10:00 AM - 11:15 AM
  • Rob Gutierrez

    President

10:00 AM

Hindsight Is 2022 – Recapping the November Election.

10:00 AM - 11:15 AM
  • +1
  • David Kline

    VP of Communications and Research

10:00 AM

Happy New Taxable Year – Key Tax Changes Taking Effect January 1

10:00 AM - 11:15 AM
  • +1
  • Peter Blocker

    VP of Policy

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