2025 CalTax Foundation Webinar Series

Thursday, Jan 30, 2025 at 11:00 AM to Thursday, Dec 18, 2025 at 12:15 PM PST

Register Now

Registration

Register to Receive Recording of a 2025 Webinar Partial Approval - $12.00

Sale ends on 12/31/2025

Please select this ticket option if you are interested in receiving a recording of any 2025 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 2025 Webinar Series Bundle Partial Approval - $100.00

Sale ends on 12/31/2025

Register today and save! Series Bundle includes access to all webinars in 2025.

January 30: Act II: Potential Changes to the Tax Cuts and Jobs Act Partial Approval - $12.00

Sale ends on 01/30/2025

Moderator Robert Gutierrez (President & CEO, California Taxpayers Association), Jared Walczak (Vice President of State Projects, Tax Foundation), Josh Grossman (Partner, Moss Adams), and Karl Frieden (VP and General Counsel, Council on State Taxation) discuss the federal Tax Cuts and Jobs Act of 2017, the potential for additional changes, and California’s conformity to federal tax law.

February 27: Webinar in Development Partial Approval - $12.00

Sale ends on 02/27/2025

This webinar is currently in development! While we finalize the details, we invite you to mark your calendar. Stay tuned for updates on the topics we will cover and the expert speakers who will share their insights.

March 27: Can't Touch This: Property Tax and Attempts to Tax Intangibles Partial Approval - $12.00

Sale ends on 03/27/2025

Moderator David Kline (Vice President of Communications and Research, California Taxpayers Association) and a panel of experts discuss California’s property tax laws and the status of attempts to improperly apply the tax to intangible assets.

April 24: Pillar of the Tax Community: What "Pillar Two" Means for California Partial Approval - $12.00

Sale ends on 04/24/2025

Moderator Peter Blocker (Vice President of Policy, California Taxpayers Association) and a panel of experts discuss the new global tax framework known as “Pillar Two,” and how it will affect companies in California and other states.

May 29: Getting Paid Back: Navigating Sales Tax Refunds Partial Approval - $12.00

Sale ends on 05/29/2025

Moderator Joan Armenta-Roberts (Sales Tax Consultant, California Taxpayers Association) and expert panelists discuss California’s complex sales tax laws, covering state regulations, tax appeals, litigation, and other important issues.

June 26: Webinar in Development Partial Approval - $12.00

Sale ends on 06/26/2025

This webinar is currently in development! While we finalize the details, we invite you to mark your calendar. Stay tuned for updates on the topics we will cover and the expert speakers who will share their insights.

July 31: Webinar in Development Partial Approval - $12.00

Sale ends on 07/31/2025

This webinar is currently in development! While we finalize the details, we invite you to mark your calendar. Stay tuned for updates on the topics we will cover and the expert speakers who will share their insights.

August 28: Webinar in Development Partial Approval - $12.00

Sale ends on 08/28/2025

This webinar is currently in development! While we finalize the details, we invite you to mark your calendar. Stay tuned for updates on the topics we will cover and the expert speakers who will share their insights.

September 25: The Right to Protest: California's Tax Agencies' Protest Resolution Trends and Practices Partial Approval - $12.00

Sale ends on 09/25/2025

This webinar, currently in development, will cover protest resolution trends and practices in California, featuring panelists with hands-on experience in this area.

October 30: Webinar in Development Partial Approval - $12.00

Sale ends on 10/30/2025

This webinar, currently in development, will cover issues involving California’s property tax laws.

November 20: Webinar in Development Partial Approval - $12.00

Sale ends on 11/20/2025

This webinar is currently in development! While we finalize the details, we invite you to mark your calendar. Stay tuned for updates on the topics we will cover and the expert speakers who will share their insights.

December 18: Webinar in Development Partial Approval - $12.00

Sale ends on 12/18/2025

This webinar is currently in development! While we finalize the details, we invite you to mark your calendar. Stay tuned for updates on the topics we will cover and the expert speakers who will share their insights.

Donation to the California Tax Foundation

Sale ends on 12/31/2025

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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Thursday, Jan 30, 2025 at 11:00 AM to Thursday, Dec 18, 2025 at 12:15 PM PST

Join the California Tax Foundation for its 2025 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 the CalTax Foundation at foundation@caltax.org.

Contact the Organizer

Learn more aboutRob Gutierrez Rob 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.
https://www.caltax.org/about/

About Rob Gutierrez

President
California Taxpayers Association
Learn more aboutPeter Blocker Peter 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.
https://www.caltax.org/about/

About Peter Blocker

VP of Policy
California Taxpayers Association
Learn more aboutDavid Kline David 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.
https://www.caltax.org/about/

About David Kline

VP of Communications and Research
California Taxpayers Association
Learn more aboutBart Baer Bart Baer
Bart Baer
Chief Tax Counsel
California Taxpayers Association
https://www.caltax.org/about/

About Bart Baer

Chief Tax Counsel
California Taxpayers Association
Learn more aboutJoan Armenta-Roberts Joan 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.
https://www.caltax.org/about/

About Joan Armenta-Roberts

SUT Technical Tax Consultant
California Taxpayers Association
Learn more aboutTobias Wolken Tobias Wolken
Tobias Wolken
Policy Advocate
California Taxpayers Association
https://www.caltax.org/about/

About Tobias Wolken

Policy Advocate
California Taxpayers Association
Learn more aboutJared Walczak Jared Walczak
Jared Walczak
Vice President of State Tax Projects
Tax Foundation
https://taxfoundation.org/about-us/staff/jared-walczak/

About Jared Walczak

Vice President of State Tax Projects
Tax Foundation
Learn more aboutJosh Grossman Josh Grossman
Josh Grossman
Partner
Moss Adams
https://www.mossadams.com/people/joshgrossman

About Josh Grossman

Partner
Moss Adams
Learn more aboutKarl Frieden Karl Frieden
Karl Frieden
VP and General Counsel
Council on State Taxation (COST)
https://www.cost.org/about-cost/staff/karl-a.-frieden/

About Karl Frieden

VP and General Counsel
Council on State Taxation (COST)

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Sessions on Jan 30, 2025

11:00 AM

Act II: Potential Changes to the Tax Cuts and Jobs Act

11:00 AM - 12:15 PM
    Rob Gutierrez
    PresidentCalifornia 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/
    Jared Walczak
    Vice President of State Tax ProjectsTax Foundation
    https://taxfoundation.org/about-us/staff/jared-walczak/
    Josh Grossman
    PartnerMoss Adams
    Karl Frieden
    VP and General CounselCouncil on State Taxation (COST)

    Sessions on Feb 27, 2025

    11:00 AM

    Webinar in Development

    11:00 AM - 12:15 PM

    Sessions on Mar 27, 2025

    11:00 AM

    Can’t Touch This: Property Tax and Attempts to Tax Intangibles

    11:00 AM - 12:15 PM
      David Kline
      VP of Communications and ResearchCalifornia 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/

      Sessions on Apr 24, 2025

      11:00 AM

      Pillar of the Tax Community: What “Pillar Two” Means for California

      11:00 AM - 12:15 PM
        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.
        https://www.caltax.org/about/

        Sessions on May 29, 2025

        11:00 AM

        Getting Paid Back: Navigating Sales Tax Refunds

        11:00 AM - 12:15 PM
          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.
          https://www.caltax.org/about/

          Sessions on Jun 26, 2025

          11:00 AM

          Webinar in Development

          11:00 AM - 12:15 PM

          Sessions on Jul 31, 2025

          11:00 AM

          Webinar in Development

          11:00 AM - 12:15 PM

          Sessions on Aug 28, 2025

          11:00 AM

          Webinar in Development

          11:00 AM - 12:15 PM

          Sessions on Sep 25, 2025

          11:00 AM

          The Right to Protest: California Tax Agencies’ Protest Resolution Trends and Practices

          11:00 AM - 12:15 PM

          Sessions on Oct 30, 2025

          11:00 AM

          Webinar in Development

          11:00 AM - 12:15 PM

          Sessions on Nov 20, 2025

          11:00 AM

          Webinar in Development

          11:00 AM - 12:15 PM

          Sessions on Dec 18, 2025

          11:00 AM

          Webinar in Development

          11:00 AM - 12:15 PM

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