2023 CalTax Foundation Webinar Series

Tuesday, Jan 10, 2023 at 10:00 AM to Tuesday, Dec 5, 2023 at 11:00 AM PST

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December 5: Two Out of Three Ain’t Bad – A Year-End Update on the Battle Over the Two-Thirds Vote for Local Partial Approval - $12.00

Jon Coupal (President, Howard Jarvis Taxpayers Association), Greg Turner (Founder, Turner Law – State and Local Tax Advocates), Kurt Oneto (Partner, Nielsen Merksamer), and moderator Robert Gutierrez (President, California Taxpayers Association) provide an update on California’s two-thirds vote requirement for local special taxes, including local governments’ efforts to get around the requirement and taxpayers’ efforts to stop them.

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Donation to the California Tax Foundation

Sale ends on 12/05/2023

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 its own separate 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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2. Review and Proceed

Tuesday, Jan 10, 2023 at 10:00 AM to Tuesday, Dec 5, 2023 at 11:00 AM PST

Join the California Tax Foundation for its 2023 webinar series. Each month attendees will hear from leading State and Local Tax experts in California on timely and engaging topics.

Participating meeting attendees may be eligible to receive one credit hour for California MCLE and/or CPE for each webinar attended. For your attendance 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.

Panelists for the webinar series will be announced at a later date.

CalTax & the CalTax Foundation

For questions, logistics, or additional details, please contact Lexey Chandler at 916-930-3104 or lexey@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-caltax/staff/

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-caltax/staff/

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-caltax/staff/

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

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-caltax/staff/

About Joan Armenta-Roberts

SUT Technical Tax Consultant
California Taxpayers Association
Learn more aboutTobias Wolken Tobias Wolken
Tobias Wolken
Legislative Aide
California Taxpayers Association

About Tobias Wolken

Legislative Aide
California Taxpayers Association
Learn more aboutFaith Giordano Faith Giordano
Faith Giordano
Legal Assistant
California Taxpayers Association

About Faith Giordano

Legal Assistant
California Taxpayers Association
Learn more aboutJon Coupal Jon Coupal
Jon Coupal
President
Howard Jarvis Taxpayers Association

About Jon Coupal

President
Howard Jarvis Taxpayers Association
Learn more aboutJeff Cook Jeff Cook
Jeff Cook
Senior Manager – State and Local Tax
KPMG

About Jeff Cook

Senior Manager – State and Local Tax
KPMG
Learn more aboutRuben Sislyan Ruben Sislyan
Ruben Sislyan
Shareholder
GreenbergTraurig

About Ruben Sislyan

Shareholder
GreenbergTraurig
Learn more aboutGina Rodriquez Gina Rodriquez
Gina Rodriquez
Principal, Advocacy Services Practice
Ryan, LLC

About Gina Rodriquez

Principal, Advocacy Services Practice
Ryan, LLC
Learn more aboutMichael Lebeau Michael Lebeau
Michael Lebeau
Partner
Bewley, Lassleben & Miller, LLP

About Michael Lebeau

Partner
Bewley, Lassleben & Miller, LLP
Learn more aboutChris Schutz Chris Schutz
Chris Schutz
Chief Counsel
California Department of Tax and Fee Administration

About Chris Schutz

Chief Counsel
California Department of Tax and Fee Administration
Learn more aboutWilliam Lasher William Lasher
William Lasher
Specialist Executive, Indirect Tax
Deloitte

About William Lasher

Specialist Executive, Indirect Tax
Deloitte
Learn more aboutTrisha Fortune Trisha Fortune
Trisha Fortune
Principal, Transaction Tax
Ryan

About Trisha Fortune

Principal, Transaction Tax
Ryan
Learn more aboutJoseph Vinatieri Joseph Vinatieri
Joseph Vinatieri
Partner
Bewley, Lassleben & Miller, LLP

About Joseph Vinatieri

Partner
Bewley, Lassleben & Miller, LLP
Learn more aboutLoren Kaye Loren Kaye
Loren Kaye
President
California Foundation for Commerce and Education

About Loren Kaye

President
California Foundation for Commerce and Education
Learn more aboutAnnette Nellen Annette Nellen
Annette Nellen
Professor and Director of the MST Program
San José State University

About Annette Nellen

Professor and Director of the MST Program
San José State University
Learn more aboutJim Fier Jim Fier
Jim Fier
Partner
Downey, Smith & Fier

About Jim Fier

Partner
Downey, Smith & Fier
Learn more aboutStephanie Pfister Stephanie Pfister
Stephanie Pfister
Senior Tax Manager – Employment Tax
Ernst & Young

About Stephanie Pfister

Senior Tax Manager – Employment Tax
Ernst & Young
Learn more aboutWill Gorrod Will Gorrod
Will Gorrod
Partner
Baker Botts, LLP

About Will Gorrod

Partner
Baker Botts, LLP
Learn more aboutDouglas Holmes Douglas Holmes
Douglas Holmes
President
UWC – Strategic Services on Unemployment & Workers’ Compensation

About Douglas Holmes

President
UWC – Strategic Services on Unemployment & Workers’ Compensation
Learn more aboutTim Gustafon Tim Gustafon
Tim Gustafon
Partner
Eversheds Sutherland

About Tim Gustafon

Partner
Eversheds Sutherland
Learn more aboutKathy Freeman Kathy Freeman
Kathy Freeman
Managing Director
Deloitte

About Kathy Freeman

Managing Director
Deloitte
Learn more aboutCarl Joseph Carl Joseph
Carl Joseph
Principal
Ernst & Young

About Carl Joseph

Principal
Ernst & Young
Learn more aboutYoni Fix Yoni Fix
Yoni Fix
Counsel - California State and Local Tax
Reed Smith

About Yoni Fix

Counsel - California State and Local Tax
Reed Smith
Learn more aboutDerick Brannan Derick Brannan
Derick Brannan
Managing Director
PwC

About Derick Brannan

Managing Director
PwC
Learn more aboutRandy Ferris Randy Ferris
Randy Ferris
Managing Director | Indirect Tax Services
Ernst & Young

About Randy Ferris

Managing Director | Indirect Tax Services
Ernst & Young
Learn more aboutMarty Dakessian Marty Dakessian
Marty Dakessian
Managing Partner
Dakessian Law, Ltd.

About Marty Dakessian

Managing Partner
Dakessian Law, Ltd.
Learn more aboutAmy Silverstein Amy Silverstein
Amy Silverstein
Co-Founder and Partner
Silverstein & Pomerantz

About Amy Silverstein

Co-Founder and Partner
Silverstein & Pomerantz
Learn more aboutJoaquin Torres Joaquin Torres
Joaquin Torres
Assessor
San Francisco City and County

About Joaquin Torres

Assessor
San Francisco City and County
Learn more aboutJordan Marks Jordan Marks
Jordan Marks
San Diego Assessor/Recorder/County Clerk
San Diego County

About Jordan Marks

San Diego Assessor/Recorder/County Clerk
San Diego County
Learn more aboutLarry Stone Larry Stone
Larry Stone
Assessor
County of Santa Clara County

About Larry Stone

Assessor
County of Santa Clara County
Learn more aboutMark Stefan Mark Stefan
Mark Stefan
Partner
Ernst & Young

About Mark Stefan

Partner
Ernst & Young
Learn more aboutBrad Marsh Brad Marsh
Brad Marsh
Co-Managing Shareholder, Co-Chair, US State and Local Tax Practice
Greenberg Traurig, LLP

About Brad Marsh

Co-Managing Shareholder, Co-Chair, US State and Local Tax Practice
Greenberg Traurig, LLP
Learn more aboutKurt Oneto Kurt Oneto
Kurt Oneto
Partner
Nielsen Merksamer

About Kurt Oneto

Partner
Nielsen Merksamer
Learn more aboutGreg Turner Greg Turner
Greg Turner
Founder
Turner Law – State and Local Tax Advocates

About Greg Turner

Founder
Turner Law – State and Local Tax Advocates

About CalBroadband

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About Charter Communications

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About Edison International

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About Enterprise Holdings

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About Intuit

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Sessions on Jan 10, 2023

10:00 AM

Another Year Older and Deeper in Debt – Employment Taxes in 2023

10:00 AM - 11:15 AM
    Tobias Wolken
    Legislative AideCalifornia Taxpayers Association
    Douglas Holmes
    PresidentUWC – Strategic Services on Unemployment & Workers’ Compensation
    Stephanie Pfister
    Senior Tax Manager – Employment TaxErnst & Young

    Sessions on Feb 14, 2023

    10:00 AM

    Sales Tax Sourcing – Who Gets the Tax on That Valentine’s Day Gift?

    10:00 AM - 11:15 AM
      Tobias Wolken
      Legislative AideCalifornia Taxpayers Association
      Chris Schutz
      Chief CounselCalifornia Department of Tax and Fee Administration
      Joseph Vinatieri
      PartnerBewley, Lassleben & Miller, LLP
      William Lasher
      Specialist Executive, Indirect TaxDeloitte

      Sessions on Mar 07, 2023

      10:00 AM

      Common and Uncommon Sales Tax Audit Issues

      10:00 AM - 11:15 AM
        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-caltax/staff/
        Trisha Fortune
        Principal, Transaction TaxRyan
        Jim Fier
        PartnerDowney, Smith & Fier
        Will Gorrod
        PartnerBaker Botts, LLP

        Sessions on Apr 11, 2023

        10:00 AM

        Virtual Currency for Tangible Taxes – Are the Tax Agencies Ready?

        10:00 AM - 11:15 AM
          Faith Giordano
          Legal AssistantCalifornia Taxpayers Association
          Jeff Cook
          Senior Manager – State and Local TaxKPMG
          Annette Nellen
          Professor and Director of the MST ProgramSan José State University

          Sessions on May 09, 2023

          10:00 AM

          Taxing and Spending in California – The Gann Limit’s Role in the State Budget

          10:00 AM - 11:15 AM
            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-caltax/staff/
            Jon Coupal
            PresidentHoward Jarvis Taxpayers Association
            Loren Kaye
            PresidentCalifornia Foundation for Commerce and Education

            Sessions on Jun 20, 2023

            10:00 AM

            Curb Appeal – An Update on Notable Property Tax Cases and the Appeals Process

            10:00 AM - 11:15 AM
              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-caltax/staff/
              Ruben Sislyan
              ShareholderGreenbergTraurig
              Gina Rodriquez
              Principal, Advocacy Services PracticeRyan, LLC
              Michael Lebeau
              PartnerBewley, Lassleben & Miller, LLP

              Sessions on Jul 11, 2023

              10:00 AM

              Income Tax – News From the Franchise Tax Board

              10:00 AM - 11:15 AM
                Bart Baer
                Chief Tax CounselCalifornia Taxpayers Association
                Tim Gustafon
                PartnerEversheds Sutherland
                Kathy Freeman
                Managing DirectorDeloitte
                Carl Joseph
                PrincipalErnst & Young

                Sessions on Aug 08, 2023

                10:00 AM

                Sales Tax and the California Department of Tax and Fee Administration

                10:00 AM - 11:15 AM
                  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-caltax/staff/
                  Randy Ferris
                  Managing Director | Indirect Tax ServicesErnst & Young
                  Yoni Fix
                  Counsel - California State and Local TaxReed Smith

                  Sessions on Sep 12, 2023

                  10:00 AM

                  The Latest From the Office of Tax Appeals

                  10:00 AM - 11:15 AM
                    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-caltax/staff/
                    Derick Brannan
                    Managing DirectorPwC
                    Marty Dakessian
                    Managing PartnerDakessian Law, Ltd.
                    Amy Silverstein
                    Co-Founder and PartnerSilverstein & Pomerantz

                    Sessions on Oct 17, 2023

                    10:00 AM

                    Property Tax – A Field Report on Locally Assessed Properties

                    10:00 AM - 11:15 AM
                      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-caltax/staff/
                      Joaquin Torres
                      AssessorSan Francisco City and County
                      Jordan Marks
                      San Diego Assessor/Recorder/County ClerkSan Diego County
                      Larry Stone
                      AssessorCounty of Santa Clara County

                      Sessions on Nov 07, 2023

                      10:00 AM

                      Local Taxes – Locals Get Creative as They Try to Increase Taxes

                      10:00 AM - 11:15 AM
                        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-caltax/staff/
                        Tobias Wolken
                        Legislative AideCalifornia Taxpayers Association
                        Mark Stefan
                        PartnerErnst & Young
                        Brad Marsh
                        Co-Managing Shareholder, Co-Chair, US State and Local Tax PracticeGreenberg Traurig, LLP

                        Sessions on Dec 05, 2023

                        10:00 AM

                        Two Out of Three Ain’t Bad – A Year-End Update on the Battle Over the Two-Thirds Vote for Local Special Taxes

                        10:00 AM - 11:15 AM
                          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-caltax/staff/
                          Jon Coupal
                          PresidentHoward Jarvis Taxpayers Association
                          Greg Turner
                          FounderTurner Law – State and Local Tax Advocates
                          Kurt Oneto
                          PartnerNielsen Merksamer

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