2012 Tax Policy Conference

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.

Agenda

Time Topic Presenter(s)

8-8:30 AM

Registration and Refreshments

 

 

Tax Policy and Issues of Complexity
  • Annette Nellen (Professor, San José State University)

 

Federal Tax Reform: Relevance for High Tech Industries
  • Michael Hauswirth (Tax Counsel, House Ways and Means Committee)
  • Joshua Odintz (Partner, Baker & McKenzie; Former Senior Advisor for Tax Reform to the Asst. Secretary (Tax Policy) at Treasury)

 

Congressman Camp Proposal: Territorial, 25% and More
  • Mark J. Betker (Partner, PwC)
  • Christopher R. Haunschild (Of Counsel, DLA Piper)
  • Mark Hoose (Professor, USD Law School)

 

 

California Tax Reform Proposals and Their Prospects
  • Dean Andal (Director, PwC; Former member of State Assembly and BOE)
  • M. David Ruff (Principal Consultant, California Assembly Revenue & Taxation Committee)
  • Gina Rodriquez (VP of State Tax Policy, CalTax)
  • Fred Silva (Senior Fiscal Policy Advisor, California Forward)

 

What Federal Tax Reform Might Mean for California and 
the Role (if any) for California in the Process

  • What Fed Reform Means for CA — PowerPoint
  • Fed Change CA Impact — PowerPoint
  • J. Pat Powers (Partner, Baker & McKenzie)
  • Oksana Jaffe (Chief Consultant, CA Assembly Rev & Tax Com)
  • Gregory Turner (Senior Tax Counsel, Council on State Taxation)

 

Insights
  • The Honorable Jim Beall, Jr. (CA Assembly, District 24)

 

Looking Forward
  • Kim Reeder (Partner, Morgan Lewis)