TAXATION SECTION OF THE STATE BAR OF CALIFORNIA EXECUTIVE COMMITTEE LONG RANGE PLANNING MEETING

Friday, January 8, 2016

12:30 p.m. - 5 p.m. (Working Buffet Lunch @ 12 noon)\ Dinner at 6:30 p.m.
Conference Telephone No: 855-520-7605, Passcode 944153278

  1. Call to Order (Robert)
  2. Adoption of Past Minutes (Shellie, Joe)
  3. Treasurer's Report (Minna, Allen)
  4. Council of State Bar Sections (Robert, Betty)
    • Bagley Keene
    • Overhead Allocation Methodology
    • Informational Items
  5. Sacramento Delegation (Jenna, Chris)
    • Planning/Logistics
    • Paper Topics
  6. Washington DC Delegation (Kaelyn, Minna, Laurelle)
    • Planning/Logistics
    • Paper Topics
  7. YTL Annual Meeting Update (Michael)
    • Planning/Logistics
    • Speakers
  8. Estate and Gift Tax Conference Update (Laurelle)
    • Planning/Logistics
    • Speakers
  9. Eagle Lodge West Update (Troy, Shellie)
  10. Income & Other Tax Conference (Minna)
      • Planning/Logistics/Locations
      • Speakers

11. Recap - 2015 Annual Meeting of the California Tax Bar and California Tax Policy Conference (Kaelyn, Adria, Roburt, Lynn)

  • Facilities/Hotel/Logistics
  • Speakers/Programs
  • Marketing
  • Financials

Saturday, January 9, 2016

8:30 a.m. - 5 p.m. (Working Lunch @ 12 noon)

Conference Telephone No: 855-520-7605, Passcode 944153278

  1. Call to Order (Robert)
  2. Friday Carryover Items
  3. 2016 Annual Meeting of the California Tax Bar and California Tax Policy Conference (Adria, Roburt, Kaelyn, Lynn)
    • Facilities/Hotel/Logistics Overview (Lynn)
    • Speakers/Programs:
      • CTPC (Roburt, Chris)
      • Annual Meeting (Adria, Kaelyn)
    • Marketing (Lynn)
      • Electronic
      • Brochure
    • Financials/Sponsorships (Troy, Allen)
    • Comping of Federal Attendees (Adria, Lynn)
    • Award Recipients
  4. California Tax Lawyer Report (Adria)
  5. Education Report (Laurelle)
    • Topic Requests/Deadlines
  6. Webinars (Rebecca)
    • Inventory
    • Planned Events/Deadlines
  7. Website/E-News (Michael)
  8. Standing Committee Business:
    • Creation of Women in Tax Law Standing Committee
    • Advisor Reports
  9. Membership Report (Patrick)
    • Number
    • New Membership Efforts
  10. 2016 Meeting Dates/Locations (Robert)
  11. Taxation Section Participation in National Taxpayer Advocate Town Hall Meetings (Robert)
  12. Other Business (All)
  13. Recruiting/ExCom Applications due Feb. 3, 2016 (All)
  14. Adjourn

2015/2016 Meeting/Program Calendar

Long Range Planning Meetings
March 11-12, 2016, Sacramento
June 17-18, 2016, Tahoe/Squaw Valley

YTL Annual Meeting
March 14, 2016
State Bar of California – San Francisco, CA

Sacramento Delegation
February 4-5, 2016
California State Capitol, Sacramento

Annual Estate & Gift Tax Conference
February 25-26, 2016
University of San Francisco School of Law, San Francisco, CA

2016 Washington DC Delegation
May 1-3, 2016
Washington, DC

2016 Eagle Lodge West
May 6-7, 2016
Vintner’s Inn, Santa Rosa

2016 State Bar Annual Meeting
September 28-October 2, 2016
San Diego

Income & Other Tax Conference
June 23, 2016  - University of San Diego, San Diego
June 24, 2016 - Whittier School of Law, Costa Mesa, CA; Golden Gate University, San Francisco                                          

 

2016 Annual Meeting of the California Tax Bar and California Tax Policy Conference
October 26-28, 2016 San Diego