PROGRAM MATERIALS, SPEAKER BIOGRAPHIES & SUPPLEMENTAL ITEMS
2012 Annual Meeting of the California Tax Bar & California Tax Policy Conference
We have uploaded the education program materials for the Tax Annual Meeting and California Tax Policy Conference on this site for you to peruse before the meeting. Take this opportunity to print materials before the meeting. At the meeting you will receive a a printed copy of program outlines (if available) and USB drive with a copy of all of these files. We do not distribute printed copies of the full set of materials at the meeting (only the available outlines). Check this site after the Conference for additional, supplmental materials provided by speakers.
Points of view or opinions expressed in these materials are those of the speaker(s) and/or author(s). They have not been adopted or endorsed by the State Bar of California’s Board of Trustees and do not constitute the official position or policy of the State Bar of California. Nothing contained herein is intended to address any specific legal inquiry, nor is it a substitute for independent legal research to original sources or obtaining separate legal advice regarding specific legal situations. ©2012 State Bar of California All Rights Reserved
Click on the program of your choice:
01 Planning for the Foreign Individuals With U.S. Activites.pdf
02 Charitable Planning Tool Box.pdf
03 A SALTy Countdown - the top 10 Litigation Cases of 2012.pdf
04 Keeping Your Clients Out of Trouble - FATCA Compliance.pdf
05 The Ties That Dont Bind - Settlors Beneficiates Tax Sensitive Powers.pdf
06 Conformity to the IRC or Lack Thereof - Traps for the Unwary.pdf
07 Workers Here Workers There Workers Workers Everywhere.pdf
08 Estate & Gift Tax Update - It's Not Too Late.pdf
09 It's All in the Family - Related-Party Transactions in California and Other States.pdf
09 SUPPLEMENTAL ITEMS - FINAL (Short v ) 2012 CA State Bar Annual Meeting - International Reporting for the Private Client.pdf
10 International Roundtable.pdf
11 Let's Talk About Trusts - State Income Taxation of Trusts Across the Country.pdf
12 The Sales Factor - Finding a Method in Madness.pdf
13 Strategies and Outcomes for Distressed Companies.pdf
15 Successfully Negotiating a State Tax Settlement.pdf
16 Taxing Trials - The Ins and Outs of State and Federal Tax Litigation.pdf
17 Retirement Plans IRA Distributions Rollovers and Roths.pdf
18 New Issues for the Oldest Tax - Property Tax Developments and Litigation.pdf
19 Due Diligence in Tax Matters.pdf
20 Estate and Gift Tax and GSTT.pdf
21 A Look Into the Crystal Ball - Emerging State Tax Issues.pdf
22 Avoiding the Pitfalls in Charitable Giving.pdf
23 Estate Planning for Overseas Assets.pdf
23 SUPPLEMENTAL ITEMS - FARDM1-#2634675-v1-California_Tax_Bar_November_2012.pdf
25 Resolving Tax Debt in a Struggling Economy.pdf
26 Ethics in Estate Planning.pdf
27 Trailing Nexus - States Use it But Is It Constitutional.pdf
28 Current Developments in Corporate Taxation.pdf
29 Valuation of Unusual-Hard to Value Assets.pdf
30 Sales and Use Tax - Lates and Greatest.pdf
31 Federal Procedural Roundtable.pdf
32 Tax Strategies for Cross-Border M&A Cross-Border Reorganizations and Other Intl Issues.pdf
33 Medieval Times - Knights of the Chief Counsel Roundtable.pdf
34 Penalties - Reasonable Cause and Otherwise.pdf
35 Survey of Financial Products and Transactions in the Post Dodd-Frank World.pdf
35 SUPPLEMENTAL ITEMS - NEW_YORK-#1061700-v2-California_Bar_Slides_Nov_3.pdf
36 Other State Taxes - What's Trending Now.pdf
37 Help Is There a Taxpayer Advocate in the House.pdf
38 From a Civil Examination to a Criminal Tax Investigation.pdf
39 Turn that Frown Upside Down Mr. Brown.pdf
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