Federal, State, Local and International Taxation Conference Webcast | 5193236B

Date :
November 21, 2019 — November 22, 2019 8:30 AM - 5:15 PM
Location :
Webcast
Facility :
Webcast Event
Level of Difficulty :
Update
Member Price :
700.00
Nonmember Price :
910.00
CPE Credits :
CPE 1.00, CPE 16.50, MCLE 13.50, MCLE 13.50, IRS-TX 15.00, MCLE LS-TX 13.50
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Stay on top of the latest developments surrounding California and federal tax standards and regulations when you attend our tax conference. Sessions provide in depth information about enacted legislation and new regulations by reviewing the biggest changes in taxation this year. Customize your learning experience with content tracks related to real estate, international taxation, state and local taxes and federal updates.

All CalCPA Education Foundation conferences include free Wi-Fi, discounted parking, continental breakfast, networking lunch and afternoon refreshments.

Materials are provided as an ebook.

Objectives:

  • Identify federal and California tax developments and regulations affecting individuals, corporations, estates and trusts.
  • Determine areas of tax savings for your business or clients.

Major Subjects:

  • FTB Update
  • International Structuring
  • Basics of 1031 Exchanges
  • Cash Methods of Accounting
  • Foreign Trusts Disclosures with US Beneficiaries
  • Real Estate Construction Tax Issues 
  • Advanced Issues, Business Expense Documentation That Survives the Audit 
  • OVDI and Changes
  • Basic Guide to 263A
  • How to Handle the IRS Summons
  • Ways and Means (Lunch Keynote)
  • 199A Clear as Mud – Selected Topics 
  • 199A - Deep Dive
  • International (Inbound)
  • Research Expense Credit 
  • Opportunity Zones
  • Americans Abroad: Helping Clients Navigate the International Tax Implications of Living Overseas
  • Dealing with DOL Audits
  • Tax Practice Pitfalls and Fixing TCJA Problems 
  • Hot Topics and Current Developments in IRS Enforcement
  • Evasion of Payment of Taxes (The Undiscussed Tax Crime) 
  • Successful Practice Management Tips 
  • Partnership Audit Regime 
  • Property Tax Update
  • Estate and Trusts Update After the TCJA
  • Divorce Alimony in TCJA (Update)
  • General Overview of Initial Coin Offering from Legal Tax Advisory and Tax Compliance Perspectives  
  • When Are You a CA Resident/Non-Resident
  • Blockchain (deep dive)
  • Wayfair Decision Revisited
  • SEC 163J (Interest Limitations)
  • Compliance
  • Engagement Letters and Other Malpractice Prevention Tools 
  • Are You GILTI or Are You Beat?

 

Advanced Prep:

None.

Misc. Information:

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Level of Difficulty:
Update
Field of Interest:
Taxes
Prerequisites:

Working knowledge of taxation for individuals or businesses.

Designed For:

CPAs, attorneys and other tax practitioners in public accounting and business.

Instructors

Arthur J. Dellinger, CPA

As senior tax partner at Cooper Moss Resnick Klein & Co. LLP, Kip Dellinger provides services as an expert in the areas of CPA tax practice regulatory discipline and malpractice matters; this includes his engagement by Big 4 CPA firms as an expert pertaining to conduct matters and substantive technical issues in several tax shelter malpractice cases. He also represents clients in tax controversy matters and provides services to tax counsel in civil tax matters. He has written several dozen articles and is a nationally recognized speaker in the areas of tax standards and tax procedure and technical tax matters. Dellinger is a recipient of the Saul Braverman Memorial Award of the CalCPA’s Committee on Taxation for distinguished service in tax practice. He is the recipient of the CalCPA Education Foundation’s 2013-2014 Award for Instructor Excellence, and is a recipient of a 2015 APEX Award for Publication Excellence for Feature Writing. He wrote the “Policy and Practice” column for Tax Notes magazine for several years, is the former columnist for tax practitioner conduct standards and ethics for TAXES (CCH) magazine, and is quoted multiple times in As Sure As Death (2015 edition), a leading compendium of quotations about taxes.

Dellinger serves on the AICPA Tax Division’s Tax Executive Committee and is a past chair of the AICPA Tax Division’s Tax Practice Responsibilities Committee and is the author of the Practical Guide to Federal Tax Practice Standards (CCH, 2007). He developed and teaches full-day courses on tax practice standards, conduct and quality control for California CPAs and quality control in a tax practice for the CalCPA Education Foundation. He also co-authors and teaches courses in avoiding tax malpractice and tax practice and procedure for California CPAs for the Foundation. Dellinger has spoken before the USC Law School Institute on Federal Taxation, the AICPA National Tax Conference, the UCLA Tax Controversy Institute, the Illinois Society of CPAs, the Florida Institute of CPAs, the Tennessee Society of CPAs and the California Tax Bar on multiple occasions. He is frequent speaker before other CPA and tax attorney conferences, meetings and discussion groups and has presented several national webcasts for CCH on the topics of FIN 48 for private companies, federal tax practice standards, and tax practice quality control matters and foreign income tax reporting and disclosure. Dellinger joined Cooper Moss Resnick Klein & Co. LLP in the San Fernando Valley in January 2012. He continues to maintain an office in Santa Monica.

Philip D.W. Hodgen, Esq, Esq.

Philip D. W. Hodgen is the principal attorney for HodgenLaw PC, which specializes in the international tax arena. He earned his bachelor’s degree from Claremont McKenna College and his juris doctor degree from the School of Law at the University of California, Los Angeles. He went on to earn a master of laws in taxation from the University of San Diego School of Law. For six years as a youth, he lived in Rhodesia, South Africa and New Zealand.

Admitted to the California Bar in 1982, Hodgen spent nine years in law firms and with a large U.S. bank before starting his own firm in 1991. He is a past chair of the International Tax Committee of the State Bar of California’s Tax Section, and was a member of the Executive Committee of the State Bar of California’s Tax Section from 2004-07. He is on the Organizing Committee for CalCPA’s International Tax Conference and its annual Tax Update and Planning Conference. Hodgen frequently speaks on a variety of international tax, trust and estate topics to attorneys, accountants, bankers, and real estate professionals.

Agenda:

  • Please visit calcpa.org/TAX for agenda details

Materials:

  • Materials - ebook

Sponsors

The Bryn Mawr Trust Company of Delaware
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Dallo Law Group
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Alliant Credit Union
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Thomson Reuters
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