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2024 CalTax Foundation Webinar Series

Tuesday, Jan 16, 2024 at 10:00 AM to Tuesday, Dec 10, 2024 at 11:15 AM PST

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

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.

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

Moderator Tobias Wolken (Policy Advocate, California Taxpayers Association), Jon Coupal (President, Howard Jarvis Taxpayers Association), John Ormonde (Counsel, Eversheds Sutherland), and Victor Reyes-Morelos (Legislative Affairs Manager, Valley Industry & Commerce Association) examine local tax election results and identify potential trends in local tax policy.

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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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Speakers

Learn more aboutVictor Reyes-Morelos

Victor Reyes-Morelos

Legislative Affairs Manager

Valley Industry & Commerce Association

Learn more aboutJon Coupal

Jon Coupal

President

Howard Jarvis Taxpayers Association

Learn more aboutRob Gutierrez

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.

Learn more aboutPeter Blocker

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.

Learn more aboutDavid Kline

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.

Learn more aboutBart Baer

Bart Baer

Chief Tax Counsel

California Taxpayers Association

Learn more aboutJoan Armenta-Roberts

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.

Learn more aboutTobias Wolken

Tobias Wolken

Policy Advocate

California Taxpayers Association

Learn more aboutBlake Stassi

Blake Stassi

Tax Policy Fellow

California Taxpayers Association

Learn more aboutNikki Dobay

Nikki Dobay

Shareholder

Greenberg Traurig

Learn more aboutNancy Prosser

Nancy Prosser

General Counsel

Multistate Tax Commission

Learn more aboutHal Kessler

Hal Kessler

Managing Director

Deloitte

Learn more aboutEran Liron

Eran Liron

Partner

PwC

Learn more aboutJohn Ormonde

John Ormonde

State and Local Tax Associate

Eversheds Sutherland

Learn more aboutBen Lee

Ben Lee

Associate Attorney

Bewley, Lassleben & Miller, LLP

Learn more aboutGreg Turner

Greg Turner

Founder

Turner Law – State and Local Tax Advocates

Learn more aboutScott Donald

Scott Donald

Principal, Property Tax

Ryan, LLC

Learn more aboutMichael Lebeau

Michael Lebeau

Partner

Bewley, Lassleben & Miller, LLP

Learn more aboutJosh Grossman

Josh Grossman

Principal, State and Local Tax Services

Grant Thornton

Learn more aboutBob Reynolds

Bob Reynolds

Partner, State and Local Tax

Moss Adams

Learn more aboutMichael Vigil

Michael Vigil

Managing Director

Andersen

Learn more aboutWilliam Lasher

William Lasher

Specialist Executive Indirect Tax

Deloitte

Learn more aboutRandy Ferris

Randy Ferris

Managing Director, Indirect Tax Services

EY

Learn more aboutAngie Manetti

Angie Manetti

Lobbyist

Campbell Strategy & Advocacy

Learn more aboutTed Gaines

Ted Gaines

Vice Chair

State Board of Equalization

Learn more aboutRex Frazier

Rex Frazier

President

Personal Insurance Federation of California.

Learn more aboutSteve Kranz

Steve Kranz

Partner

McDermott Will & Emery

Learn more aboutJeff Friedman

Jeff Friedman

Partner

Eversheds Sutherland

Learn more aboutOksana Jaffe

Oksana Jaffe

Managing Director

KPMG

Oksana Jaffe is a director in KPMG’s state and local tax practice, located in Sacramento, California. She has almost 20 years of tax consulting experience in public and private sectors and is known for her technical knowledge of state and local tax laws and the ability to navigate through California’s complicated tax structure. Oksana has a strong background in California income, franchise, and property taxes, working closely with the regulatory agencies responsible for administering these taxes. In addition to her work at KPMG, Oksana teaches a course on state and local taxation at U.C. Hastings College of the Law. Prior to joining KPMG, Oksana served as Chief Consultant to the California Assembly Committee on Revenue and Taxation. She counseled Members of the California Legislature on tax law, drafted and analyzed tax legislation, and provided technical advice in connection with the annual budget process, including the enactment of the single sales-factor apportionment and market-based sourcing legislation. She acted as a liaison between the California Assembly and various state tax agencies and local county assessors. Oksana also served on the advisory committees of both the Franchise Tax Board and the State Board of Equalization. Oksana has long-standing relationships with key staff at the Franchise Tax Board, Board of Equalization, Employment Development Department, and State Controller’s Office, as well as with local county assessors. Oksana has assisted clients in a cross-sector of industries, including financial services, technology, and pharmaceutical. She has advised clients on complicated transactions, including the tax treatment of payments made pursuant to licensing and collaboration agreements between pharmaceutical companies. Oksana has identified potential areas of tax savings for clients with California net operating losses and assisted legal entities in various state tax controversy proceedings, including audit, protest, and appeals. Oksana holds a B.A. degree and M.A. degree in Philosophy from Kiev National University, Ukraine and an LL.M. degree in Taxation from New York University School of Law.

Learn more aboutTimothy Gustafson

Timothy Gustafson

Partner

Eversheds Sutherland

Tim counsels clients on all aspects of state and local tax controversy, including audits, administrative appeals and litigation. Tim focuses particularly on California and other Western states. Tim is extensively experienced on issues and matters before the California Franchise Tax Board, the California Department of Tax and Fee Administration, the California Office of Tax Appeals, the Oregon Tax Court, the Utah State Tax Commission, and other courts and administrative bodies. Tim routinely advises retailers and manufacturers, telecommunications companies, technology service providers, and financial institutions on income and franchise taxes, sales and use taxes, and key-related issues including apportionment, nexus, business and nonbusiness income, penalties, deductions and credits. Tim currently serves as Partner in Charge of the Eversheds Sutherland Sacramento office. His past experience includes serving as a Captain in the US Army Judge Advocate General’s Corps for three years at the Netherlands Law Center.

Learn more aboutCarley Roberts