The California Taxpayers Association will hold its 96th Annual Meeting and associated events June 1-3 in Sacramento. Our meeting will take place steps away from the California State Capitol, and feature engaging discussions on timely tax policy developments and unique opportunities to network with the leading voices shaping tax policy in California.

AGENDA:

Wednesday, June 1: Welcome Reception
The Bank – 629 J St, Sacramento, CA 95814
5:00 p.m. to 7:00 p.m.

Thursday, June 2: CalTax’s 96th Annual Meeting
The Kimpton Sawyer Hotel – 500, J Street, Sacramento, CA, 95814
Registration opens at 7:30 a.m.

Thursday, June 2: CalTax Board of Director’s Dinner
Camden Spit & Larder – 555 Capitol Mall #100, Sacramento, CA 95814
5:00 p.m. to 8:00 p.m.

Friday, June 3: CalTax Board of Directors Meeting
The Kimpton Sawyer Hotel – 500, J Street, Sacramento, CA, 95814
8:30 a.m. to 1:30 p.m.

ANNUAL MEETING PROGRAM PREVIEW:

Breakfast With the Board of Equalization. Join us for a networking breakfast and a panel discussion with State Controller Betty Yee and the elected members of the State Board of Equalization, including the chair, who also sits on the Franchise Tax Board. The panel members will discuss what’s new in state and locally assessed property tax administration.

Examining California's Sales Tax with the California Department of Tax and Fee Administration. Nicolas Maduros, director of the California Department of Tax and Fee Administration, and Trista Gonzalez, Chief Deputy Director, will update taxpayers on the administration of California's sales and use tax, including issues related to Technology Transfer Agreements, changes to the statistical sampling audit manual, and marketplace facilitator regulations. Maduros has been the director of the department since July 2017, shortly after the CDTFA was created as part of a reorganization of the state tax agencies.

Fixing Upland: The Future of Taxpayer Protections and the Two-Thirds Vote on Taxes. Brad Marsh (Greenberg Traurig), Nikki Dobay (Eversheds Sutherland), Marty Dakessian (Dakessian Law, LTD), and Tom Hiltachk (Bell, McAndrews & Hiltachk) will discuss the evolution of Proposition 26 of 2010 – the CalTax-sponsored ballot measure that redefined the process for how a tax becomes law. Panelists will evaluate the subsequent court cases that have reinterpreted Prop 26 and preview possible changes to the tax-vs.-fee debate.

Keynote Lunch Speaker: A conversation with Anne Marie Schubert. Sacramento County District Attorney Anne Marie Schubert is a candidate for state attorney general – California's top prosecutor and the person responsible for writing the official title and summary of every measure that appears on the ballot, including all tax measures. The Attorney General’s Office has also been a leading advocate for making changes to the False Claims Act. She will discuss her successful prosecution of the Golden State Killer, her office's investigation of a $30 billion unemployment insurance fraud scandal in California, and other notable cases. Shubert is the only major candidate for statewide office who is not a member of either major political party.

Navigating California Income Tax: An Essential Update on the FTB. Carley Roberts (Pillsbury Winthrop Shaw Pittman LLP), Michael Vigil (Andersen Tax), Shail Shah (Reed Smith) and Kathy Freeman (Deloitte) will discuss emerging issues at the Franchise Tax Board, including ongoing activities at the agency, audit trends, litigation, and regulatory projects.

And Much More! During the course of the Annual Meeting, we also will be joined by key lawmakers and candidates who will impact tax policy development in California.

BOARD OF DIRECTORS MEETING PREVIEW:

Special Guest: Lanhee Chen, Candidate for State Controller. In addition to providing our quarterly update, CalTax is looking forward to hearing from special guest Lanhee Chen, Candidate for State Controller, during our June Board of Directors Meeting. For those making flight plans, please note the 1:30 p.m. end time is for the luncheon while the meeting itself is expected to end by noon. There will be an option to join the meeting via conference call if you cannot attend in person.

We look forward to seeing you all again! 

Refund Policy: You may request a cancelation of your registration for a full refund up to May 4. Cancellation requests made after this date will not receive a refund.  Please contact Lexey@CalTax.org with any questions or refund requests. 

CalTax will adhere to all state and local COVID-19 safety and prevention protocols to ensure the safety of our members and guests at these in-person events. Please contact Lexey@CalTax.org if you have any specific questions. 

Thank you to our sponsors!