The California Taxpayers Association will hold its 98th Annual Meeting March 19-20 in Sacramento. Our meeting will take place steps away from the State Capitol and will feature engaging discussions on timely tax policy developments and unique opportunities to network with the leading voices shaping tax policy in California.
AGENDA:
Tuesday, March 19: Welcome Reception
Smic's Bar Sacramento – 1200 K Street, Suite 8, Sacramento, CA 95814
5:00 p.m. to 7:00 p.m.
Wednesday, March 20: CalTax’s 98th Annual Meeting
The Sheraton Grand Sacramento Hotel – 1230 J Street, Sacramento, CA, 95814
Registration opens and breakfast begins at 8:00 a.m.
ANNUAL MEETING PROGRAM:
Welcome and Opening Remarks
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- Christina Wynn, Sacramento County Assessor and President of the California Assessor’s Association
Breakfast With the Board of Equalization
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- Sally Lieber, Chair – State Board of Equalization
- Ted Gaines, Vice Chair – State Board of Equalization
- Antonio Vazquez, Member – State Board of Equalization
- Michael Schaefer, Member – State Board of Equalization
- Hasib Emran, Deputy State Controller of Taxation – State Controller’s Office
California’s Economy: Interest Rates, Real Estate, and What’s Ahead in 2024
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- Jordan Levine, Chief Economist – California Association of Realtors
98th Annual Meeting of the Members: Navigating California’s Budget Deficit
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- Robert Gutierrez, President & CEO – California Taxpayers Association
Keynote Speech: Insights Into California’s Fiscal Climate
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- Fiona Ma, State Treasurer
The Fight to Protect Taxpayers From Higher Taxes
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- Jon Coupal, President – Howard Jarvis Taxpayers Association
- Matthew Hargrove, President & CEO – California Business Properties Association
- Tom Hiltachk, Partner – Bell, McAndrews & Hiltachk LLP
- Rob Lapsley, President & CEO – California Business Roundtable
The Taxpayer Perspective on Audit and Appeal Trends
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- Randy Ferris, Managing Director, Indirect Tax Services – EY
- Geoff Way, Managing Director, State and Local Tax – KPMG
- Ben Elliott, Principal – Deloitte
- Erin Eakes, Director, State and Local Tax – PwC
An Update on California Tax Administration and Appeals
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- Mark Ibele, Director – Office of Tax Appeals
- Selvi Stanislaus, Executive Officer – Franchise Tax Board
- Nicolas Maduros, Director – Department of Tax and Fee Administration
- Yvette Stowers, Executive Director – State Board of Equalization
Closing Reception With the Tax Agencies
Lodging Details: Guests staying with CalTax will receive a discounted room rate of $209 (before tax and fees). To receive the discounted rate, please make your reservations by Tuesday, February 20 here.
Refund Policy: You may request a cancellation of your registration for a full refund up to February 20. Cancellation requests made after February 20 until March 5 will receive a credit for future meetings. Cancellation requests made after this date will not receive a refund. Registration may be transferred to a colleague at any time. Please contact Lexey@CalTax.org with any questions or refund requests.
Thank you to our sponsors!
