CalTax 99th Annual Meeting & Board of Directors Meeting

Wednesday, Mar 5, 2025 at 5:00 PM to Friday, Mar 7, 2025 at 1:30 PM PST

Kimpton Sawyer, 500 J Street, Sacramento, CA, 95814, United States

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CalTax Member Legal Ethics Training Partial Approval - Free

Wednesday, March 5, from 3:45 p.m. to 4:45 p.m. - Join us for legal ethics training. This course will provide attorneys that are members of the California State Bar 1-hour of legal ethics training. Space is limited and registration is on a first-come, first serve basis. 

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Annual Meeting Reception Partial Approval - Free

Wednesday, March 5, from 5 p.m. to 7 p.m. - Get ready to kick off CalTax's 99th Annual Meeting with a reception at the CalTax Office! Join your fellow CalTax members and the Capitol community – including Members of the Assembly and Senate, and legislative staff – for an evening of great conversations, refreshing beverages, and tasty bites. Don't miss this lively gathering to celebrate, connect, and toast to the year ahead!

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99th Annual Meeting of the Members Partial Approval - $640.00

Mark your calendar for Thursday, March 6! Registration opens at 7:00 a.m. (program starts at 8 a.m.). We hope you can join us for aa day of insightful discussions with California's top tax policy leaders. Stay tuned for the announcement of engaging panels and expert panelists. Your registration includes a full day of programming, breakfast, lunch, and a cocktail hour with the leaders and executive staff of California’s tax agencies. Sponsors may qualify for complimentary registration—email Krissy at krissy@caltax.org to learn more. Don’t miss this opportunity to connect and stay informed on key tax issues! Register with code EARLYBIRD before February 4 for special pricing.

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Board of Directors Meeting, Breakfast, and Luncheon Partial Approval - $100.00

Join us on Friday, March 7, at the CalTax office (1201 K Street, Suite 1600, Sacramento, CA 95814) for in-depth discussion and analysis of the state budget, recent bill introductions, and key priorities for the 2025 legislative year. (8 a.m.: Breakfast and networking, 9 a.m. to noon: Board of Directors Meeting, 12 p.m.: Luncheon served following the meeting). Reserve your spot today to connect with fellow members, participate in discussions, and enjoy a day of collaboration and camaraderie.

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Board of Directors Meeting (Virtual) Partial Approval - Free

Friday, March 7 from 9 a.m. to noon - Please register if you plan to attend virtually.

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Wednesday, Mar 5, 2025 at 5:00 PM to Friday, Mar 7, 2025 at 1:30 PM PST

Kimpton Sawyer, 500 J Street, Sacramento, CA, 95814, United States.

Join the California Taxpayers Association for its 99th Annual Meeting, March 5-6 in Sacramento, just steps from the State Capitol. This gathering offers unparalleled discussions on the latest tax policy developments and exclusive opportunities to connect with the leading voices shaping California’s tax landscape. Be part of the conversation that drives policy and builds connections at the heart of the state's decision-making.

 

 

AGENDA:
WEDNESDAY, MARCH 5: CALTAX MEMBER LEGAL ETHICS TRAINING 

CalTax - 1201 K Street, Sacramento, CA 95814 
3:45 p.m. to 4:45 p.m.

WEDNESDAY, MARCH 5: WELCOME RECEPTION 

CalTax - 1201 K Street, Suite 1600, Sacramento, CA 95814 
5 p.m. to 7 p.m. 

THURSDAY, MARCH 6: CALTAX’S 99TH ANNUAL MEETING

Kimpton The Sawyer Hotel – 500 J Street, Sacramento, CA, 95814 
Registration opens at 7 a.m. with breakfast; program begins at 8 a.m. 

 

OPENING REMARKS: HELPING TAXPAYERS NAVIGATE THE PROPERTY TAX SYSTEM 
  • Jeffrey Prang, Los Angeles County Assessor and President of the California Assessors’ Association 
BREAKFAST WITH THE ASSESSORS 
  • Jordan Marks, San Diego County Assessor (Invited) 
  • Jeffrey Prang, Los Angeles County Assessor 
  • Lawrence E. Stone, Santa Clara County Assessor 
  • Keith Taylor, Ventura County Assessor (Invited) 

 

ANNUAL BUSINESS MEETING OF THE MEMBERS  
TRUMP'S IMPACT ON CALIFORNIA: POLICY REACTIONS AND THE ELECTORAL LANDSCAPE 
  • Marva Diaz, Publisher – California Target Book  
  • Chris Micheli, Founding Partner, Snodgrass & Micheli 
  • Jared Walczak, Vice President of State Projects – Tax Foundation 
BALANCING THE BOOKS: CALIFORNIA’S ECONOMIC REALITIES AND POLICY PRIORITIES IN 2025 
  • Gabriel Petek, Legislative Analyst – Legislative Analyst’s Office 

 

LUNCHEON AND KEYNOTE SPEECH: LIEUTENANT GOVERNOR ELENI KOUNALAKIS 
CALIFORNIA TAX TRENDS 
  • Marcy Jo Mandel, Counsel – McDermott Will & Emery 
  • Jeffrey Vesely, Partner – Pillsbury Law 
  • Jenica Wilkins, State & Local Tax – Ernst & Young LLP 
BEHIND THE HEADLINES: NAVIGATING CALIFORNIA'S POLITICAL LANDSCAPE 
  • Dustin Gardiner, Capitol Playbook Co-Author – Politico 
  • Alexei Koseff, Capitol Reporter – CalMatters 
 AN UPDATE ON TAX ADMINISTRATION & APPEALS 
  • Myriam Bouaziz, Director – Office of Tax Appeals 
  • Nicolas Maduros, Director – California Department of Tax and Fee Administration 
  • Selvi Stanislaus, Executive Officer – Franchise Tax Board 
  • Yvette Stowers, Executive Director – State Board of Equalization 

 

CLOSING & NETWORKING RECEPTION
THURSDAY, MARCH 6: CALTAX BOARD OF DIRECTORS DINNER 

Echo & Rig - 500 NW J St., Suite 150, Sacramento, CA 95814 
7 p.m. to 9 p.m. 

FRIDAY, MARCH 7: CALTAX BOARD OF DIRECTORS MEETING 

CalTax - 1201 K Street, Suite 1600, Sacramento, CA 95814 
8 a.m. to 1 p.m. (Breakfast will begin at 8 a.m., and the agenda will begin at 9 a.m.) 

Special Guest Speaker: Senator Jerry McNearney, chair of the Senate Revenue and Taxation Committee 

 

 
Register with code EARLYBIRD before February 4 for special pricing. 

Board Meeting Virtual Attendance: There is an option to join the Board Meeting via Zoom if you cannot attend in person. Register here for details. 

Lodging: Guests staying with CalTax will receive a discounted room rate of $279 (before tax and fees). To receive the discounted rate, please make your reservations by Tuesday, February 4, here.  

Refund Policy: You may request a cancellation of your registration for a full refund up to February 4. Cancellation requests made after February 4 until February 19 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 Krissy@CalTax.org with any questions or refund requests. 

 

 
Thank you to our sponsors! 

 

If you would like to sponsor CalTax’s 99th Annual Meeting, please contact Krissy@caltax.org for more information.

CalTax & the CalTax Foundation

For questions, logistics, or additional details, please contact Krissy Looney at krissy@caltax.org or (916) 930-3104.

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