2023 CalTax Foundation Webinar Series

Tuesday, 10 January 2023 10:00 AM - Tuesday, 5 December 2023 11:00 AM PST

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Registration

CalTax Foundation 2023 Webinar Series Bundle Partial Approval - $100.00

Sales end on 12/05/2023

Register today and save! Series Bundle includes access to all remaining webinars in 2023.

February 14: Sales Tax Sourcing – Who Gets the Tax on That Valentine’s Day Gift? Partial Approval - $12.00

Sales end on 02/14/2023

William Lasher (Specialist Executive, Deloitte), Joe Vinatieri (Partner, Bewley, Lassleben & Miller, LLP), Chris Schutz (Acting Chief Counsel, California Department of Tax and Fee Administration), and moderator Tobias Wolken (Legislative Aide, California Taxpayers Association) discuss origin-based vs. destination-based sales tax sourcing.

March 7: Common and Uncommon Sales Tax Audit Issues Partial Approval - $12.00

Sales end on 03/07/2023

Will Gorrod (Partner, Baker Botts), Jim Fier (Partner, Downey, Smith & Fier), Trisha Fortune (Principal, Transaction Tax, Ryan), and moderator Joan Armenta-Roberts (Sales Tax Consultant, California Taxpayers Association) will discuss common and uncommon areas of dispute and a potential mitigation provision that could help taxpayers with an audit issue regarding self-help refunds and the statute of limitations.

April 11: Virtual Currency for Tangible Taxes – Are the Tax Agencies Ready? Partial Approval - $12.00

Sales end on 04/11/2023

Annette Nellen (Professor and Director of the MST Program, San José State University), moderator Faith Giordano (Legal Assistant, California Taxpayers Association), and other expert panelists (to be announced soon) discuss issues surrounding the use of digital currency to pay taxes.

May 9: Taxing and Spending in California – The Gann Limit’s Role in the State Budget Partial Approval - $12.00

Sales end on 05/09/2023

Loren Kaye (President, California Foundation for Commerce and Education), moderator Robert Gutierrez (President, California Taxpayers Association), and other expert panelists (to be announced soon) discuss the California state budget and the “Gann Limit” – the voter-approved limitation on state and local spending when certain conditions are met.

June 20: Curb Appeal – An Update on Notable Property Tax Cases and the Appeals Process Partial Approval - $12.00

Sales end on 06/20/2023

Michael Lebeau (Partner, Bewley, Lassleben & Miller, LLP), moderator Peter Blocker (VP of Policy, California Taxpayers Association) and expert panelists (to be announced soon) discuss the process for appealing property assessments in California and provide an update on the outcome of recent property tax disputes.

July 11: Income Tax – News From the Franchise Tax Board Partial Approval - $12.00

Sales end on 07/11/2023

Moderator Bart Baer (Chief Tax Counsel, California Taxpayers Association) and expert panelists (to be announced) discuss issues surrounding the Franchise Tax Board’s implementation of the state taxes on corporate and personal income.

August 8: Sales Tax and the California Department of Tax and Fee Administration Partial Approval - $12.00

Sales end on 08/08/2023

Moderator Joan Armenta-Roberts (Sales Tax Consultant, California Taxpayers Association) and expert panelists (to be announced) talk about sales tax issues and the California Department of Tax and Fee Administration.

September 12: The Latest From the Office of Tax Appeals Partial Approval - $12.00

Sales end on 09/12/2023

Moderator David Kline (VP of Communications and Research, California Taxpayers Association) and expert panelists (to be announced) delve into the Office of Tax Appeals and taxpayers’ rights during appeals.

October 17: Property Tax – A Field Report on Locally Assessed Properties Partial Approval - $12.00

Sales end on 10/17/2023

Moderator David Kline (VP of Communications and Research, California Taxpayers Association), county assessors, and other expert panelists (to be announced) share the latest developments relating to the administration of county-assessed property taxes.

November 7: Local Taxes – Locals Get Creative as They Try to Increase Taxes Partial Approval - $12.00

Sales end on 11/07/2023

Moderator Tobias Wolken (Legislative Aide, California Taxpayers Association) and other expert panelists (to be announced) examine the creative methods local government officials are using to increase taxes on businesses and individuals.

December 5: Two Out of Three Ain’t Bad – A Year-End Update on the Battle Over the Two-Thirds Vote for Local Partial Approval - $12.00

Sales end on 12/05/2023

Moderator Robert Gutierrez (President, California Taxpayers Association) and other expert panelists (to be announced) provide an update on California’s two-thirds vote requirement for local special taxes, including local governments’ efforts to get around the requirement and taxpayers’ efforts to stop them.

Donation to the California Tax Foundation

Sales end on 12/05/2023

The California Tax Foundation is dedicated to serving the public through education and research. Founded in 1980 by the California Taxpayers Association, the CalTax Foundation seeks to improve public policy through thoughtful and independent non-partisan research. The CalTax Foundation is its own separate 501(c)3 not-for-profit organization funded through grants and donations. Donations to the California Tax Foundation are tax deductible and help support tax policy research and education. Our federal tax ID number is 94-2679673.

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Tuesday, 10 January 2023 10:00 AM - Tuesday, 5 December 2023 11:00 AM PST

Join the California Tax Foundation for its 2023 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

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
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
Bart Baer
Chief Tax Counsel
California Taxpayers Association

About Bart Baer

Chief Tax Counsel
California Taxpayers Association
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
Tobias Wolken
Legislative Aide
California Taxpayers Association

About Tobias Wolken

Legislative Aide
California Taxpayers Association
Faith Giordano
Legal Assistant
California Taxpayers Association

About Faith Giordano

Legal Assistant
California Taxpayers Association
Chris Schutz
Acting Chief Counsel
California Department of Tax and Fee Administration

About Chris Schutz

Acting Chief Counsel
California Department of Tax and Fee Administration
Michael Lebeau
Partner
Bewley, Lassleben & Miller, LLP

About Michael Lebeau

Partner
Bewley, Lassleben & Miller, LLP
William Lasher
Specialist Executive, Indirect Tax
Deloitte

About William Lasher

Specialist Executive, Indirect Tax
Deloitte
Trisha Fortune
Principal, Transaction Tax
Ryan

About Trisha Fortune

Principal, Transaction Tax
Ryan
Joseph Vinatieri
Partner
Bewley, Lassleben & Miller, LLP

About Joseph Vinatieri

Partner
Bewley, Lassleben & Miller, LLP
Loren Kaye
President
California Foundation for Commerce and Education

About Loren Kaye

President
California Foundation for Commerce and Education
Annette Nellen
Professor and Director of the MST Program
San José State University

About Annette Nellen

Professor and Director of the MST Program
San José State University
Jim Fier
Partner
Downey, Smith & Fier

About Jim Fier

Partner
Downey, Smith & Fier
Stephanie Pfister
Senior Tax Manager – Employment Tax
Ernst & Young

About Stephanie Pfister

Senior Tax Manager – Employment Tax
Ernst & Young
Will Gorrod
Partner
Baker Botts, LLP

About Will Gorrod

Partner
Baker Botts, LLP
Douglas Holmes
President
UWC – Strategic Services on Unemployment & Workers’ Compensation

About Douglas Holmes

President
UWC – Strategic Services on Unemployment & Workers’ Compensation

About California Cable & Telecommunications Association

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About Charter Communications

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About Edison International

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About Enterprise Holdings

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About Majestic Realty Company

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About Sempra

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About Union Pacific Railroad Company

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About Walmart

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About Watson Land Company

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Sessions on Jan 10, 2023

10:00 AM

Another Year Older and Deeper in Debt – Employment Taxes in 2023

10:00 AM - 11:15 AM
  • +2
  • Tobias Wolken

    Legislative Aide

Sessions on Feb 14, 2023

10:00 AM

Sales Tax Sourcing – Who Gets the Tax on That Valentine’s Day Gift?

10:00 AM - 11:15 AM
  • +3
  • Tobias Wolken

    Legislative Aide

Sessions on Mar 07, 2023

10:00 AM

Common and Uncommon Sales Tax Audit Issues

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

    SUT Technical Tax Consultant

Sessions on Apr 11, 2023

10:00 AM

Virtual Currency for Tangible Taxes – Are the Tax Agencies Ready?

10:00 AM - 11:15 AM
  • +1
  • Faith Giordano

    Legal Assistant

Sessions on May 09, 2023

10:00 AM

Taxing and Spending in California – The Gann Limit’s Role in the State Budget

10:00 AM - 11:15 AM
  • +1
  • Rob Gutierrez

    President

Sessions on Jun 20, 2023

10:00 AM

Curb Appeal – An Update on Notable Property Tax Cases and the Appeals Process

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

    VP of Policy

Sessions on Jul 11, 2023

10:00 AM

Income Tax – News From the Franchise Tax Board

10:00 AM - 11:15 AM
  • Bart Baer

    Chief Tax Counsel

Sessions on Aug 08, 2023

10:00 AM

Sales Tax and the California Department of Tax and Fee Administration

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

    SUT Technical Tax Consultant

Sessions on Sep 12, 2023

10:00 AM

The Latest From the Office of Tax Appeals

10:00 AM - 11:15 AM
  • David Kline

    VP of Communications and Research

Sessions on Oct 17, 2023

10:00 AM

Property Tax – A Field Report on Locally Assessed Properties

10:00 AM - 11:15 AM
  • David Kline

    VP of Communications and Research

Sessions on Nov 17, 2023

10:00 AM

Local Taxes – Locals Get Creative as They Try to Increase Taxes

10:00 AM - 11:15 AM
  • Tobias Wolken

    Legislative Aide

Sessions on Dec 05, 2023

10:00 AM

Two Out of Three Ain’t Bad – A Year-End Update on the Battle Over the Two-Thirds Vote for Local Special Taxes

10:00 AM - 11:15 AM
  • Rob Gutierrez

    President

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