2024 CalTax Foundation Webinar Series

Tuesday, 16 January 2024 10:00 AM - Tuesday, 10 December 2024 11:15 AM PST

Register Now

Registration

Register to Receive Recording of a 2024 Webinar Partial Approval - $12.00

Sale ends on 12/10/2024

Please select this ticket option if you are interested in receiving a recording of any 2024 webinar. Select the number of tickets for the number of recordings you would like. At check-out, you can select which recordings you would like access to. For access to any webinars from previous years, please contact Annie Lor at annie@caltax.org. NOTE: Continuing education credit is NOT available if you did not participate live. If you have already purchased a ticket to attend any webinar this year, you will receive a recording at the conclusion of the panel.

CalTax Foundation 2024 Webinar Series Bundle Partial Approval - $100.00

Sale ends on 12/11/2024

Register today and save! Series Bundle includes access to all webinars in 2024.

May 14: Moneytalks: Negotiating City-Retailer Agreements for Optimal Sales Tax Allocation Partial Approval - $12.00

Sale ends on 05/14/2024

Moderator Tobias Wolken (Policy Advocate, California Taxpayers Association) and expert panelists will discuss recent litigation and legislation related to sales tax sharing agreements.

June 11: Ring of Fire: California's Wildfires, Insurance Market and Taxes Partial Approval - $12.00

Sale ends on 06/11/2024

Moderator David Kline (Vice President of Communications and Research, California Taxpayers Association) and expert panelists will discuss California's insurance market, wildfires, and the impact on taxes.

July 9: I Want to Break Free: The Internet Tax Freedom Act 101 Partial Approval - $12.00

Sale ends on 07/09/2024

Moderator Peter Blocker (Vice President of Policy, California Taxpayers Association) and expert panelists (to be announced) will provide an introduction to the Internet Tax Freedom Act, and how it impacts development of state and local tax issues.

August 15: LIVE Webinar in Development Partial Approval - $12.00

Sale ends on 08/15/2024

Join us LIVE at CalTax’s new headquarters office (1201 K Street, Suite 1600, effective April 2024) to be a part of an in-person discussion that is currently in development! While we finalize the details, which will include a virtual option, we will invite you to mark your calendars. Stay tuned for updates on the topics we'll cover and the expert speakers who will share their insights. This webinar will take place at 1:00 p.m. (Pacific).

September 10: Mass Appeal: Notable Decisions and Trends at the Office of Tax Appeals Partial Approval - $12.00

Sale ends on 09/10/2024

Moderator Bart Baer (Chief Tax Counsel, California Taxpayers Association) and expert panelists (to be announced) provide an update on recent notable decisions and trends at the Office of Tax Appeals.

October 8: This Land Is Your Land: California Property Tax News Partial Approval - $12.00

Sale ends on 10/08/2024

Join us for an informative webinar on property tax issues. While we finalize the details, we invite you to mark your calendars. Stay tuned for updates on the topics we'll cover and the expert speakers who will share their insights.

November 5: California’s Income Tax and the Franchise Tax Board Partial Approval - $12.00

Sale ends on 11/05/2024

Moderator Bart Baer (Chief Tax Counsel, California Taxpayers Association) and expert panelists (to be announced) will discuss trending issues in income and franchise taxation.

December 10: California’s Local Tax Measure Election Results Partial Approval - $12.00

Sale ends on 12/10/2024

Moderator Tobias Wolken (Legislative Aide, California Taxpayers Association) and expert panelists (to be announced) examine local tax election results and identify potential trends in local tax policy.

Donation to the California Tax Foundation

Sale ends on 12/11/2024

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 a 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, 16 January 2024 10:00 AM - Tuesday, 10 December 2024 11:15 AM PST

Join the California Tax Foundation for its 2024 webinar series. Each month, attendees will hear from leading State and Local Tax experts in California on timely and engaging topics.

Attendees may be eligible to receive one credit hour for California MCLE and/or CPE for each webinar attended. 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.

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.

www.caltax.org/about/

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.

www.caltax.org/about/

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.

www.caltax.org/about/

About David Kline

VP of Communications and Research
California Taxpayers Association
Bart Baer
Chief Tax Counsel
California Taxpayers Association

www.caltax.org/about/

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.

www.caltax.org/about/

About Joan Armenta-Roberts

SUT Technical Tax Consultant
California Taxpayers Association
Tobias Wolken
Legislative Aide
California Taxpayers Association

www.caltax.org/about/

About Tobias Wolken

Legislative Aide
California Taxpayers Association
Nikki Dobay
Shareholder
Greenberg Traurig

About Nikki Dobay

Shareholder
Greenberg Traurig
Nancy Prosser
General Counsel
Multistate Tax Commission

About Nancy Prosser

General Counsel
Multistate Tax Commission
Hal Kessler
Managing Director
Deloitte

About Hal Kessler

Managing Director
Deloitte
Eran Liron
Partner
PwC

About Eran Liron

Partner
PwC
John Ormonde
State and Local Tax Associate
Eversheds Sutherland

About John Ormonde

State and Local Tax Associate
Eversheds Sutherland
Ben Lee
Associate Attorney
Bewley, Lassleben & Miller, LLP

About Ben Lee

Associate Attorney
Bewley, Lassleben & Miller, LLP
Greg Turner
Founder
Turner Law – State and Local Tax Advocates

About Greg Turner

Founder
Turner Law – State and Local Tax Advocates
Scott Donald
Principal, Property Tax
Ryan, LLC

About Scott Donald

Principal, Property Tax
Ryan, LLC
Michael Lebeau
Partner
Bewley, Lassleben & Miller, LLP

About Michael Lebeau

Partner
Bewley, Lassleben & Miller, LLP
Josh Grossman
Principal, State and Local Tax Services
Grant Thornton

About Josh Grossman

Principal, State and Local Tax Services
Grant Thornton
Bob Reynolds
Partner, State and Local Tax
Moss Adams

About Bob Reynolds

Partner, State and Local Tax
Moss Adams
Michael Vigil
Managing Director
Andersen

About Michael Vigil

Managing Director
Andersen

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Sessions on Jan 16, 2024

10:00 AM

Let’s Get Digital: Sales Tax and Digital Goods

10:00 AM - 11:00 AMSales TaxTax on digital goods
    Joan Armenta-Roberts
    SUT Technical Tax ConsultantCalifornia 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.
    Nikki Dobay
    ShareholderGreenberg Traurig
    Nancy Prosser
    General CounselMultistate Tax Commission

    Sessions on Feb 13, 2024

    10:00 AM

    I Left My Heart and Wallet in San Francisco: Reforming the City’s Tax Structure

    10:00 AM - 11:00 AMSan FranciscoBusiness tax
      Bart Baer
      Chief Tax CounselCalifornia Taxpayers Association
      Hal Kessler
      Managing DirectorDeloitte
      John Ormonde
      State and Local Tax AssociateEversheds Sutherland
      Eran Liron
      PartnerPwC

      Sessions on Mar 05, 2024

      10:00 AM

      Sweet Home California: Possessing Interest in Local Property

      10:00 AM - 11:00 AMBOEpossessory interestproperty tax
        Ben Lee
        Associate AttorneyBewley, Lassleben & Miller, LLP
        Greg Turner
        FounderTurner Law – State and Local Tax Advocates
        Scott Donald
        Principal, Property TaxRyan, LLC
        Michael Lebeau
        PartnerBewley, Lassleben & Miller, LLP

        Sessions on Apr 09, 2024

        10:00 AM

        Takin’ Care of Business: Tips for Out-of-State Corporations Doing Business in California

        10:00 AM - 11:00 AM
          Bart Baer
          Chief Tax CounselCalifornia Taxpayers Association
          Josh Grossman
          Principal, State and Local Tax ServicesGrant Thornton
          Michael Vigil
          Managing DirectorAndersen
          Bob Reynolds
          Partner, State and Local TaxMoss Adams

          Sessions on May 14, 2024

          10:00 AM

          Moneytalks: Negotiating City-Retailer Agreements for Optimal Sales Tax Allocation

          10:00 AM - 11:00 AM
            Tobias Wolken
            Legislative AideCalifornia Taxpayers Association

            Sessions on Jun 11, 2024

            10:00 AM

            To Be Announced

            10:00 AM - 11:00 AM

            Sessions on Jul 09, 2024

            10:00 AM

            I Want to Break Free: The Internet Tax Freedom Act 101

            10:00 AM - 11:00 AMInternet Tax Freedom
              Peter Blocker
              VP of PolicyCalifornia 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.

              Sessions on Aug 15, 2024

              10:00 AM

              LIVE Webinar To Be Announced

              10:00 AM - 11:00 AM

              Sessions on Sep 10, 2024

              10:00 AM

              Mass Appeal: Notable Decisions and Trends at the Office of Tax Appeals

              10:00 AM - 11:00 AM
                Bart Baer
                Chief Tax CounselCalifornia Taxpayers Association

                Sessions on Oct 08, 2024

                10:00 AM

                To Be Announced

                10:00 AM - 11:00 AMproperty tax

                Sessions on Nov 05, 2024

                10:00 AM

                Taxman: California’s Income Tax and the Franchise Tax Board

                10:00 AM - 11:00 AM
                  Bart Baer
                  Chief Tax CounselCalifornia Taxpayers Association

                  Sessions on Dec 10, 2024

                  10:00 AM

                  Blank Space: California’s Local Tax Measure Election Results

                  10:00 AM - 11:00 AMLocal ElectionsLocal Tax PolicyElection Results
                    Tobias Wolken
                    Legislative AideCalifornia Taxpayers Association