Committee on Taxation

Mission: Provide up-to-date information and guidance to members on tax laws, programs and regulations. Maintains liaison with the IRS, FTB, BOE and EDD. Review and respond to proposed tax legislation, regulations and revenue rulings.

* This is a state committee with corresponding chapter committees.


2016-18 Chair:

  • Gina DeRosa

Resources

Federal Subcommittee

Fed Tax Update by Stuart Josephs, (Nov. 2016) p. 9

Fed Tax - Retirement Plans - Possible Relief for Missing 60 day Rollover Deadline by Stuart Josephs, p. 23

Fed Tax Update by Stuart Josephs, (Sept. 2016) p. 8

IRS News by IRS, p. 9

Proposed Improvements to Disclose Requirements for Income Taxes by FASB, p. 11

IRS News - IRS Security Summit by IRS, (Aug. 2016) p. 3

IRS News - IRS Data Show Tax Gap Growing by IRS, (June 2016) p. 5

Inherited Property - Consistent Basis Required for Income & Estate Taxes by Stuart Josephs, p. 23

IRS News - IRS Resources @ your fingertips: EITC Due Diligence by IRS, (May 2016) p. 10

Fed Tax Update by Stuart Josephs, (March/April 2016) p. 7

Fed Tax - New Tax Laws by Stuart Josephs, p. 23

Fed Tax Update by Stuart Josephs, (Jan./Feb.) p. 7

State Subcommittee

FTB Updates by David Flamer, p. 23

Tax Due Date Conformity by CalCPA GR, (Oct. 2016) p. 6

FTB News - 2016 State Income Tax Rates adjusted for Inflation by FTB, p. 8

Taxing Changes - State Controller Releases Framework for Tax Reform by Jason Fox/Kasey O'Connor, p. 35

10 Pitfalls - FTB Tips on Avoiding POA Declaration Setbacks by Bob Reynolds & Kelly Bluth, p. 23

FTB News - College Access Tax Credit by FTB, (Jan./Feb. 2016) p. 6

CATax - COT-FTB Recap - Top Tax Delinquents, BOE Updates Discussed by Leonard Williams, p. 23

General Information

Financial Pioneering - Tax Planning in an uncertain Environment by Gina DeRosa, p. 12-13

FedTax - Partnership Audits - New, Centralized System for Tax Years Coming in 2017 by Stuart Josephs, p. 31

AICPA Recommends Changes in Estate Tax Basis Rules by AICPA, (July 2016) p. 4

MyFTB - The Ins and Outs of Moving to a New Service by Gina DeRosa, p. 20

FTB News - Enhanced MyFTB Online Services Available by FTB, (March/April 2016) p. 6

Member Alert - TPRs and Form 571-L, Business Property Statements by FTB, p. 10

Estate Planning - Basis Step Ups - Estate Property: Estate and Income Tax Considerations by Erin Fukuto, (March/April 2016) p. 16

FTB News - College Access Tax Credit by FTB, (Jan./Feb. 2016) p. 6

IRS News - Advisory Council Makes Recommendations to IRS by IRS, p. 10