Cannabis Industry Virtual Symposium | 5203315B

Show tabs
Learn about the tax, legal and accounting information relevant to the cannabis industry. A significant increase in cannabis industry activity is here which leads to an increase and demand for professional services. Attend to gain an understanding of new and recently implemented policies, practical insights to serving cannabis-industry clients and get takeaways from accounting experts, attorneys and business owners.

Objectives:

Identify pertinent business issues stemming from the passage of Proposition 64.

Major Subjects:

Tax, legal and accounting developments surrounding the cannabis industry.

Advanced Prep:

None

Misc. Information:

Register Today!
Level of Difficulty:
Basic
Field of Interest:
Taxes
Prerequisites:
None
Designed For:
CPAs, attorneys and business owners specific to the marijuana industry.

Instructors

Robert Jay Cohen, CPA

Robert Cohen is a partner at the Encino accounting firm Lodgen Lacher Golditch Sardi Saunders & Howard CPAs LLP. He has been a partner there since January 1995. Cohen is a graduate of the University of California, Los Angeles where he received a bachelor’s degree in economics in 1974. He began his public accounting career working in the audit department of Kenneth Leventhal and Company, a national accounting firm based in Los Angeles that specialized in representing clients in the real estate industry. After working at several smaller-sized accounting firms in the Los Angeles area, he decided to open up his own practice in the early 1980s. In addition to real estate, Cohen learned to provide accounting and tax services to various businesses over the years. His mantra is that he “helps clients make, keep and eventually give away their wealth.”

In 2015, a fateful lunch with a healthcare attorney in Los Angeles led to his decision to learn all that he could about representing clients in the cannabis industry. Similar to the reasons Kenneth Leventhal decided to represent clients in the real estate industry, Cohen felt the cannabis industry has been underserved by the public accounting community. Part of the reason for this is because CPAs have been hesitant to jump into this growing industry because of regulatory and legal roadblocks. Today, Cohen serves clients in the cannabis industry including growers, manufacturers and dispensaries. In connection with representing these clients, he has taught them the importance of having adequate internal control systems as well as the importance of preparing and filing accurate income tax returns. Cohen has helped them make decisions about how to structure their businesses from a business and tax perspective, and works with their other professional advisors to help them grow their businesses.

In addition to running his accountancy practice, Cohen is also a group leader in a Southern California-based professional networking group named Provisors. As a group leader of a Century City-based group, he leads 35 professionals on a monthly basis to help them know, trust and eventually refer business to one another. As part of his membership in Provisors, Cohen is also a member of a Provisors-specific industry cannabis group. He has given presentations on accounting and tax issues of the cannabis industry to various Provisors and other networking groups in Southern California.

Dr Juli Crockett
Dr Juli Crockett (Director of Compliance, MMLG) was recruited into the cannabis industry in early 2015 to launch the W Vapes brand, and served as their Chief Compliance Officer before joining MMLG in January 2018. Crockett was elected to the CCIA Board of Directors in 2017, and also served as Co-Chair of NCIA's Federal Policy Committee. She is currently the Chair of CCIA's Legislative Committee. Beyond the cannabis space, Alabama-born Crockett is a bona fide Renaissance woman: singer/songwriter, theater director, undefeated professional boxer and amateur champion, ordained minister, with a summa cum laude PhD from The European Graduate School. Formerly the Director of Marketing for a pioneering online adult toy company, she is also a published playwright, professional singer, and leader of an alt.folk band. After composing the theme song to the mini-documentary “Caine’s Arcade” she assisted in the formation of the Imagination Foundation, a children’s non-profit encouraging creativity & entrepreneurship. Unique to her career, Crockett is an undefeated professional boxer and amateur champion, featured in Sports Illustrated and other news outlets due to her professional connection to Jerry Boyd (aka F.X. Toole) author of Million Dollar Baby.
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.
Lila Fedler, EA
Lila Fedler is currently Technical Assistant to the Advocate and serves as a Franchise Tax Board spokesperson responsible for education and outreach efforts designed for taxpayer, business and the tax practitioner community. She is an Enrolled Agent with the Internal Revenue Service. Lila began her career with the Franchise Tax Board in 1980, and has a broad range of experience covering both personal income and corporation tax laws. She has experience as a Protest Hearing Officer, Auditor, and as an Audit Technical Specialist and Reviewer. In addition to more than 30 years of experience with FTB, Lila worked in the private sector as a Senior Manager of state and local tax practice. Lila works directly with the Taxpayer Rights' Advocate to assure that the taxpayers have been afforded the protection of the Taxpayer Bill of Rights.
Jennifer Felten
Jennifer Felten has been working in the real estate industry since 1993. Starting out in customer service at a title company, she worked her way into the escrow side of the business, where she worked as an escrow officer, manager and trainer. Jennifer’s commitment to the field of real estate includes obtaining her Certificate of Achievement from the California Escrow Association as well as the professional designations of both Certified Escrow Office and Certified Bulk Sale Specialist. She has been an active member of the Ventura County Escrow Association since 1997, serving as President in 1999. Her education also reflects her interest in real estate. While obtaining her Bachelor’s degree at UCLA, she took the eleven courses required to obtain her California Real Estate Broker’s License. Thereafter, she went to law school and obtained her Juris Doctorate with honors in 2006. As the principal at RELAW, APC, she continues to use the knowledge and skills obtained as an escrow officer for the benefit of her clients.
Ani A. Galyan, CPA, Esq, Esq.
Ani Galyan is an attorney and a Certified Public Accountant admitted to practice in California. She focuses her practice at Millar Law in the area of tax law for federal, state and local tax compliance, tax disputes and tax crimes. Additional, she provides tax planning for international or domestic transactions. Typical clients include U.S. taxpayer disputes with the IRS and state taxing authorities, dual nationals with U.S. income tax exposure and voluntary disclosure (known as “tax amnesty”) for both offshore and domestic assets and income. She frequently publishes and speaks on issues relating to international tax compliance, taxation of cannabis industry and virtual currency reporting. Galyan has represented taxpayers in tax civil examinations with indication of fraud and criminal exposure, bringing the cases to a closure without fraud penalties or criminal investigation referral. In addition, Galyan has co-counseled with criminal attorneys representing clients facing white collar crime indictments. She has successfully advised clients through domestic and offshore voluntary disclosure procedures. Galyan serves on the board of directors of the CalCPA Los Angeles Chapter, and as co-chair of the CalCPA Beverly Hills/Hollywood Discussion Group. She is a member of the Beverly Hills Bar Association and other organizations relating to the field of taxation and banking. Galyan was recognized as a Southern California Super Lawyers “Rising Star” in 2016 and 2017, and was a CalCPA Women-to-Watch nominee finalist in 2015 and 2017. Galyan obtained a bachelor’s degree in 2005 from USC in accounting; a juris doctor degree, cum laude, from Loyola Law School in 2012; and a master of laws, with highest distinction, from Loyola Law School in 2012.
Trista Gonzalez

Trista Gonzalez has worked for the California Department of Tax and Fee Administration (formerly the Board of Equalization) for over 24 years. She was appointed chief of the Department’s Tax Policy Division in November 2016. In this role, Gonzalez oversees the development of policies and procedures for audit and collection functions as well as online services and taxpayer education.

Previous to this role, Gonzalez held various staff and supervisory positions within the agency. She started her career as a sales and use tax auditor in the CDTFA’s Oakland office. She has a bachelor’s degree in business administration (accounting) from California State University, Chico.

Richard Griswold
Janice Hardoon
Janice Hardoon took the cannabis industry by storm in 2008, building what is now one of the leading recreational dispensaries in the Los Angeles area, K-Town Collective and The Antidote, a CBD superstore. Now she is the most well-known, influential women in the Cannabis industry. The CBD Queen not only has an in-depth knowledge of the marijuana plant, she understands how each aspect of it works in what way so that she can harness specific benefits. After focussing on health and wellness, she parlayed this knowledge into creating a new wave of skin care products that promote the feelings of comfort. Her creams, serums and ointments have produced such staggering results that many have coined Elevate CBD Cosmetics, the fountain of youth. Focusing on facial beauty, she launched her line in August 2015, changing the face of cosmetics. Prior to her success in the cannabis industry, Janice was a Financial Consultant and Operations Manager for Merrill Lynch. She garnered acclaim for generating over $20 million in revenue annually, leading to her induction into the prestigious Merrill Lynch Presidents Club.
Nicole Howell
Nicole Howell is one of California’s most effective and respected cannabis business and regulatory attorneys. Industry executives, private investors, and public companies turn to Nicole for her perspective and proven track record in advising the industry’s most successful operators through California’s challenging and dynamic market. In serving as general counsel to the state’s movers and shakers, Nicole has guided her clients over the major (and novel) corporate and regulatory hurdles unique to a market in its first decade of existence. Her role as lead regulatory counsel in successfully closing one of 2019’s largest and highest profile Canadian public company acquisitions of a beloved California enterprise demonstrates her skill in navigating bet-the-deal matters of first impression. Her work in structuring the legal framework for the state’s most innovative and fastest growing delivery provider illustrates her dedication to rolling up her sleeves to craft creative legal solutions that fuel business growth. Bold businesses and brands rely on Nicole’s counsel to be rooted in a rich understanding of the nuances, rules, and relationships that go into winning a successful outcome. Nicole works actively with local and state legislative and regulatory efforts, having served as a member of State Treasurer John Chiang’s Cannabis Banking Working Group, as Chief Policy Advisor to the California Growers Association, on the Board of California NORML, and currently is involved in other industry and business related organizations, including the National and California Cannabis Industry Associations, International Cannabis Bar Association, San Francisco Chamber of Commerce, and the Executive Committee of the Cannabis Section for the San Francisco Bar Association. Nicole has been recognized as one of the top 75 “Most Important Women in Cannabis” by Cannabis Business Executive, of the “30 Most Powerful Cannabis Lawyers” by MG Magazine, annually ranked by Super Lawyers magazine since 2012, and recognized for several years running as an “Attorney to Watch” by Chambers and Partners USA. In 2018, the firm was recognized by Entrepreneur Magazine in the nation’s top five cannabis firms. Nicole regularly speaks, teaches, and writes on the topics of cannabis and hemp business and regulatory law, and the decriminalization of plant medicines and other emerging therapeutics. Prior to founding Clark Howell LLP (originally Clark Neubert LLP) Nicole practiced law at the San Francisco firms Clarence Dyer & Cohen LLP and Farella Braun + Martel LLP, where she earned a reputation as a tenacious, solution-oriented advocate in high stakes, parallel civil, criminal, and regulatory matters.
Paul Jasper
Paul Jasper represents parties in insolvency, commercial litigation, and transactional matters. Mr. Jasper has counseled debtors, creditors' committees, and secured and unsecured creditors in major bankruptcy cases. He has also advised creditors, assignees for the benefit of creditors, trustees, and receivers in state insolvency matters. Mr. Jasper represents purchasers and sellers of assets in and out of bankruptcy. He regularly counsels receivers in the liquidation or administration of assets in receivership. He also has extensive experience in preference and fraudulent transfer litigation. Mr. Jasper has advised clients on all aspects of CDO, CLO, CBO and other structured finance-related workouts, including issues related to termination of synthetic securities and swap agreements, direct and synthetic commutations, liquidation of collateral, and related disputes. Mr. Jasper represents a wide range of public and private sector clients in commercial litigation, including banks, insurance companies, and other financial institutions, airports and other government entities.
Jonathan Kalinski
Jonathan Kalinski specializes in both civil and criminal tax controversies as well as sensitive tax matters including disclosures of previously undeclared interests in foreign financial accounts and assets and provides tax advice to taxpayers and their advisors throughout the world. He handles both Federal and state tax matters involving individuals, corporations, partnerships, limited liability companies, and trusts and estates. Mr. Kalinski has considerable experience handling complex civil tax examinations, administrative appeals, and tax collection matters. Prior to joining the firm, he served as a trial attorney with the IRS Office of Chief Counsel litigating Tax Court cases and advising Revenue Agents and Revenue Officers on a variety of complex tax matters. Jonathan Kalinski also previously served as an Attorney-Adviser to the Honorable Juan F. Vasquez of the United States Tax Court.
Justin Keller
Justin Keller is a partner in the Rimon's Los Angeles office, whose practice primarily focuses on transactional cannabis law. Mr. Keller helps his cannabis industry clients, who span from farmers to tech start-ups, from industry advocates and legacy operators to publicly-traded cannabis companies, with regulatory compliance, corporate formation, administration, and governance, commercial and supply chain transactions, mergers and acquisitions, investments and fundraising, as well as guidance and counsel on a wide variety of legal and business issues that arise in the nascent cannabis industry. Mr. Keller received his law degree from Loyola Law School, Los Angeles, in 2008, where he was a member of the St. Thomas More Law Honor Society. He received his Bachelor of Arts in Political Science from the University of California, Santa Barbara in 2005, where he was a member of the National Society of Collegiate Scholars. Mr. Keller got his start in the legal profession in the Los Angeles Superior Court, clerking for the Honorable Kathryne Anne Stoltz. He then joined the transactional music law powerhouse Carroll, Guido & Groffman, LLP as a law clerk, a position he held throughout law school. In 2008, Mr. Keller became of member of the California State bar. Shortly thereafter, Mr. Keller joined the Law Offices of William Hochberg, PC, a boutique transactional entertainment firm as an associate. Eventually, Justin became Of Counsel for that firm, a position he held until the firm was dissolved in 2015. In 2011, Mr. Keller joined Kirtland & Packard LLP as a civil litigation associate, primarily representing plaintiffs in consumer class actions and complex litigation. From 2016 until 2019, Mr. Keller was a partner at Frontera Law Group, a firm that exclusively handled transactional cannabis matters. Mr. Keller joined Rimon in 2019, and at Rimon, Mr. Keller utilizes his broad experience to advise his clients in strategic and regulatory matters, prepare and draft complex legal documents and agreements and tirelessly negotiate and advocate on his clients’ behalf.
Kristina Kourasis
Kristina received her J.D. from Southwestern Law School in 2011, where she served as a judicial extern to the Honorable Philip S. Gutierrez of the Central District of California and edited the ABA’s Journal of International Media & Entertainment Law. She received her B.A. with honors from the University of Southern California in Political Science with an emphasis in Philosophy in 2001. Before joining the firm, Kristina specialized in complex business litigation at Stris & Maher LLP, focusing her practice in areas of employment, employee benefits, and healthcare litigation. Prior thereto, Kristina ran a solo practice devoted to advising employers in employment law matters and representing employees in a wide variety of employment disputes. Kristina is a member of the Labor and Employment Section of the State Bar of California, the San Fernando Valley Bar Association, and the Eastern European Bar Association. Kristina is fluent in Russian, and proficient in Armenian and Greek.
Aaron C. Lachant, Esq.
Aaron Lachant has been at the forefront of the marijuana industry since 2009. By solving novel and complex regulatory, compliance and licensing issues, Lachant has kept his clients, including approximately 45 of the 135 originally-legalized dispensaries in Los Angeles under Proposition D, in business and flourishing. Coupling his pioneering experience getting marijuana businesses permitted with his adroit navigation of a regulatory landscape in flux has made him the go-to attorney for legal cannabis advice. Lachant frequently acts as outside general counsel for clients in the industry and is active in the Greater Los Angeles Collective Alliance (GLACA), an association of medical cannabis cooperative and collective operators whose mission is to provide safe access to patients with adherence to a strict code of operational guidelines. Well ahead of the curve on the issues facing the marijuana business, Lachant’s work has grown with the maturing of the industry. He advises clients on M&A deals, partnership disputes, and litigation involving regulatory violations, complemented by years of experience representing other healthcare providers in all aspects of healthcare law. He has worked on many sophisticated corporate transactions. With the legal marijuana market expanding at a rapid pace, Lachant’s practice is devoted to keeping marijuana businesses open and consults with regulators in various jurisdictions to keep laws favorable. When he is not helping to keep (legal and permitted) drugs on the streets, Lachant spends his time rooting for the Syracuse Orange and exercising with the Los Angeles Rowing Club. He enjoys writing, traveling, playing the piano, building guitars, and sous vide cooking. He earned his juris doctor degree from the Syracuse University College of Law in 2008, and is a member of the State Bar of California Health Law Section and the Health Care Compliance Association.
Matthew Martin, CPA
Matt is a graduate of Indiana University with a Bachelor of Science in Public Affairs with a business foundations certificate. He also earned his accounting certificate from the UCLA Extension program. Matt is a Senior Tax Manager at PDM CPAs where he focuses on tax for small to mid-sized closely-held businesses and their owners. Matt serves on both the local and state Boards of Directors for the California Society of CPAs and has been appointed to the government relations committee.
Krista Mitzel
Krista L. Mitzel is a seasoned employment attorney and human resources expert who works with a variety of clients from diverse industries. Krista has extensive experience advising, counseling and supporting executives and human resource professionals create preventative strategies in all areas of employment including employee relations, implementing new policies, trade secret protection, training and development, performance management, employee retention, complying with local, state and federal laws and regulations, and hiring policies, disciplinary actions and terminations. Krista provides clients with professional and individualized service, partners with companies to create comprehensive strategies on all employment, human resources, and risk management issues, and directs and manages all litigation matters to successful resolution. Prior to founding The Mitzel Group, Krista worked for various prestigious employment law firms in the Bay Area including Sheppard Mullin Richter & Hampton, Seyfarth Shaw LLP, and Jackson Lewis LLP where she represented Fortune 50 clients. Krista has served as second-chair on a race discrimination trial, has secured multiple preliminary injunctions against former employees for trade secret infringements, and has negotiated multi-party settlements in both state and federal court. She successfully argued on appeal an ERISA long-term disability dispute before the 9th Circuit panel on behalf of New United Motor Manufacturing, Inc. (“NUMMI”) Disability Insurance Income Plan and Life Insurance Company of North America. Krista is admitted to practice before all courts in California as well as the District Courts for the Northern, Eastern, Southern and Central districts. She is also admitted to the Ninth Circuit.
kresimir peharda, Esq
Kresimir Peharda’s clients benefit from his experience representing public companies and hands-on operational experience in three start-ups, two in healthcare and one in real estate. He represents companies in all stages of development from start-ups to public reporting companies. He is passionate about helping his clients grow intelligently. Kresimir has assisted his public clients in IPOs, spin-offs, going private transactions, SEC compliance, corporate governance, corporate reorganizations and complex financing transactions. He advises startups and middle market companies on contracts, equity compensation, debt and equity financing, mergers and acquisitions, and shareholder matters. His clients have raised more than $1.5 Billion in capital through: public and private securities offerings (including private placements and PIPEs), commercial bank loans, other asset-based lenders, private equity firms, strategic partners, and VCs. He also structured, negotiated, and closed mergers and acquisitions with a market value in excess of $750 Million in domestic and international settings. Kresimir has assisted his clients in alliance, development, distribution, licensing, marketing and sales agreements worth in excess of $800 Million. He often acts as outside general counsel for private companies, advising them on corporate compliance, board and management matters, investor relations, equity compensation, and strategic business matters. His practice areas include contracts, deal structure, equity compensation, governance and compliance, financing, investor relations, joint-ventures, mergers and acquisitions, real estate, reorganizations, securities, start-ups, and venture funding.
Simon Ramsubhag
Simon has approximately 27 years of experience with the Employment Development Department, Tax Branch working in various compliance areas including the Audit Program, Underground Economy Section, Taxpayer Education and Assistance Program, and the Tax Advocates Office as the Problem Resolution Officer. He is currently providing leadership over the Northern Region Audit Program. Simon holds a Bachelor’s degree in Business Administration, Master’s degree in Public Administration with an emphasis in Human Resource Management, and a Ph.D. in Business Administration and I/O Psychology.
Brian Ross
Brian is an experienced in-house General Counsel. For nearly 20 years, Brian has worked with emerging companies in the New Media, Technology, Networking, Social Media, Apparel and Energy industries. Brian has a strong background in commercial transactions, intellectual property, team leadership, data privacy, global legal and regulatory compliance, security, risk mitigation, corporate governance and general legal matters. After graduating from UCLA School of Law, Brian worked at Baker & Hostetler and then at Mitchell, Silberberg & Knupp. In 2005, he became in-house General Counsel for Allied Sun Technologies. Thereafter, he served as General Counsel for Social Project (TagWorld), which was acquired by Viacom. Then, as General Counsel for EdgeCast Networks, Brian was responsible for all legal affairs at this leading, global content delivery and media services platform provider, from startup through successful acquisition by Verizon. Brian received his Juris Doctorate from the University of California, Los Angeles, School of Law in 1997. He graduated Magna Cum Laude, Phi Beta Kappa from the University of California, Los Angeles, where he received a Bachelor’s Degree in Political Science.
Steven Toscher, Esq
Steven Toscher of Hochman, Salkin, Rettig, Toscher & Perez, P.C. specializes in civil and criminal tax controversy and litigation. He is a certified specialist in taxation, the State Bar of California Board of Legal Specialization, a Fellow of the American College of Tax Counsel and has received an "AV" rating from Martindale Hubble.

In addition to his law practice, Mr. Toscher has served as an adjunct professor at the USC Marshall School of Business since 1995, where he teaches tax procedure. He has also served on the faculty of the American Bar Association Criminal Tax Fraud Program since 1998. He is a former internal revenue agent with the IRS and a trial attorney with the Tax Division of the U.S. Department of Justice in Washington, D.C., where he received its Outstanding Attorney Award.

Mr. Toscher is a frequent lecturer to professional groups and author on civil and criminal tax controversy topics. He is frequent contributor to the Los Angles Lawyer, The Journal of Tax Practice and Procedure and Tax Management Bureau of National Affairs.

Mandeep Trivedi
Regina Unegovsky
Attorney at Law A San Francisco native, Regina is an attorney with Regal Tax & Law Group, PC. with a focus on corporate matters, regulatory compliance and tax controversy. I routinely resolve over five million in tax issues per year on behalf of taxpayers. I bring over 10 years of experience in working with state and federal taxing or regulatory agencies to my clients, and have been concentrating on compliant start up in cannabis. I have been honored to be recognized as a Rising Star attorney by SuperLawyers three years running. In my spare time, I enjoy travel, hiking with my dogs and learning to bake.

Agenda:

  • 8:00 AM Welcome
  • 8:05 AM Updates from the Agencies
    • Lila Fedler, EA
    • Trista Gonzalez
    • Simon Ramsubhag
  • 9:20AM Regulatory Update
    • Dr Juli Crockett
  • 9:50 AM Break
  • Concurrent Sessions (choose one)
  • 10:00 AM Breakout A: Bankruptcy and Receiver Issues
    • Jennifer Felten
    • Richard Griswold
    • Paul Jasper
    • Regina Unegovsky
  • or
  • 10:00 AM Breakout B: Legal Business Structuring
    • Nicole Howell
    • kresimir peharda, Esq
  • 10:50 AM AB5 - Employee Subcontractor Issues
    • Kristina Kourasis
    • Krista Mitzel
    • Simon Ramsubhag
  • 11:40 AM Lunch
  • 12:10 PM Lunch Presentation
  • Concurrent Sessions (choose one)
  • 12:45 PM Breakout A: Shift from Cannabis to CBD
    • Janice Hardoon
    • Justin Keller
    • Matthew Martin, CPA
    • Brian Ross
  • or
  • 12:45 PM Breakout B: Valuing a Cannabis Business
    • Aaron C. Lachant, Esq.
    • Mandeep Trivedi
  • 1:35 PM Break
  • 1:45 PM Criminal Tax Issues/Going Through an IRS Audit
    • Arthur J. Dellinger, CPA
    • Jonathan Kalinski
    • Steven Toscher, Esq
  • 2:45 PM Federal and California Income Tax Update
    • Robert Jay Cohen, CPA
    • Ani A. Galyan, CPA, Esq, Esq.

Materials:

  • Materials - eBook