The State Bar of California’s First Annual Young Tax Lawyers Conference
Presented by the Taxation Law Section’s Young Tax Lawyers Committee. Earn up to 4.0 Hours MCLE Credit. For registration via phone or more information about the conference, please call 415-538-2508.
Tuesday, January 28, 2014
The State Bar of California
180 Howard Street
San Francisco, CA 94105
A Full Day of Programs Including:
YTL Luncheon with Karen L. Hawkins… Hot Topics from the OPR. The Director of the Office of Professional Responsibility, Karen L. Hawkins, will detail new developments and provide updates on OPR activity – a must for all tax practitioners!
Practice Tips and War Stories from Tax Court… A Tax Court Judge, his former clerk, and a private practice litigator, each who has unique Tax Court experience but a varying perspective will provide an “insider’s look” into the Tax Court and its procedures. In addition to entertaining “war stories,” the panel will provide the attendees with (i) information on how Judges, clerks, and private practitioners appearing in the Tax Court carry out their roles and duties; (ii) the Judge’s preference regarding trial preparation, issue development, stipulations, witness presentation, expert reports and witnesses, evidentiary disputes and pre-trial motions; (iii) recent significant opinions released by the Tax Court; and (iv) trends in docketed cases noticed by the Tax Court and those coming before the Tax Court.
Judge Mark V. Holmes, U.S. Tax Court, Washington, DC
Theresa Clardy, Loeb & Loeb LLP
Michelle Ferreira, Greenberg Traurig LLP
Can’t Teach an Old Dog New Tricks – The Evolving Role of Young Lawyers in Modern Tax and Estate Planning… Panelists will discuss current trends in tax and estate planning, the future of tax and estate planning and the ways in which young and emerging tax attorneys can seize the new era of planning to distinguish themselves among their peers and create opportunities to grow their practices.
Robin Klomparens, Wagner Kirkman Blaine Klomparens & Youmans LLP
Dennis Leonard, Ramsbacher Prokey LLP
Ask the Director… This panel presentation will provide the unique opportunity to gain personal insight from the Director of the Office of Professional Responsibility. What does the OPR actually do? Is Circular 230 anything more than a disclaimer that we put at the bottom of our emails? Now is your opportunity to ask!
Karen L. Hawkins, Director, Office of Professional Responsibility at Treasury Dept., Internal Revenue Service
Carolyn M. Lee, Abkin Law LLP
Joseph G. Walsh, JD, LLM, CPA – Golden Gate University
Networking Reception… Join the Young Tax Lawyers at our post-conference celebration! Hosted appetizers courtesy of The Atashi Rang Law Firm and Golden Gate University LL.M. in Taxation Program.
Perry’s at the Embarcadero, 155 Steuart Street, San Francisco.
You can now register online for this program.