History
(includes past agendas and materials)
TAX POLICY CONFERENCE
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Tax Reform: Status, Needs & Realities
February 3, 2012 8:00 am - 5:15 pm
Techmart 5201 Great America Parkway Santa Clara, CA 95054 Directions, parking, public transportation - here |
The 112th Congress held over 25 hearings in 2011 on tax reform. Both California and the federal government have significant budget issues that will likely require changes to both revenues and spending to adequately address the problems. What did Congress learn from the tax reform hearings? What types of changes are needed at the federal and state levels? How might federal tax reform affect California? What are the prospects for major tax changes?
Conference speakers will answer these questions and attendees will have an opportunity to share their ideas on tax reform. The conference offers an opportunity to stay up to date on tax policy and reform issues that affect individuals and businesses. Presentations will focus on high technology businesses.
Qualifies for 8 hours of continuing education for California CPAs and 6.5 hours of MCLE for California attorneys.
Topics and Speakers
Registration and light breakfast - 8 - 8:30 am
Tax Policy and Issues of Complexity [ppt] [Comparison of Sets of Principles Commonly Used in Analyzing Tax Proposals]
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Annette Nellen [bio] Professor, San Jose State University |
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Federal Tax Reform: Relevance for High Tech Industries [ppt] [JCT report]
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Michael Hauswirth [bio] Tax Counsel House Ways and Means Committee
Joshua Odintz [bio] Partner, Baker & McKenzie Former Senior Advisor for Tax Reform to the Asst. Secretary (Tax Policy) at Treasury |
Congressman Camp Proposal: Territorial, 25% and More [ppt] [Camp website]
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Mark J. Betker [bio] Partner PwC |
Christopher R. Haunschild [bio] Of Counsel DLA Piper |
Mark Hoose
[bio] |
California Tax Reform Proposals and Their Prospects [ppt] [CalTax Fact Sheet] [CalTax Ballot Watch]
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Dean Andal [bio] Director. PwC Former member of State Assembly and BOE
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M. David Ruff [bio] Principal Consultant California Assembly Revenue & Taxation Committee |
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Gina Rodriquez [bio] VP of State Tax Policy CalTax |
Fred Silva [bio] Senior Fiscal Policy Advisor California Forward |
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What Federal Tax
Reform Might Mean for California and
the Role (if any) for California in the Process [ppt]
[Jaffe ppt]
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J. Pat Powers [bio] Partner Baker & McKenzie |
Oksana Jaffe [bio] Chief Consultant CA Assembly Rev & Tax Com |
Gregory Turner
[bio] |
Insights
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The Honorable
Jim Beall, Jr. [bio] |
Looking Forward
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Kim Reeder
[bio] |
Attendees will have opportunities to share ideas on the topics and participate in polling questions.
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Registration
(deadline to register is Tuesday January 31 at 10 am)
Fee (includes refreshments, lunch and materials): $150 General ($135 TEI member) $75 Gov't and non-profit
Register and pay online
HERE
If you need to pay by check rather than credit card, please email
Annette Nellen, and ask for an invoice.
Questions – Contact Annette Nellen at annette.nellen@sjsu.edu or (408) 924-3508.
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Conference Organizers
LUCAS GRADUATE SCHOOL OF BUSINESS
COLLEGE OF BUSINESS
The State Bar of California
The Taxation Section, Tax Policy, Practice and Legislation Committee
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Questions?
Contact Tax Institute Director Annette Nellen at SJSU -
Dean Andal
George Famalett
Chris Haunschild
Dan Kostenbauder
Lorraine McIntire
Lance Martin
Buff Miller
Annette Nellen
Pat Powers
Kim Reeder
