Daily Schedule
** Subject to (minor) Change
Monday, June 9
7:30 - 8:30 a.m.
Registration and Continental Breakfast
King Hall, Room 1001 (1st Floor)
8:30 - 8:45 a.m.
Welcome and Introductions - Professor Darien Shanske
King Hall, Room 1001 (1st Floor)
8:45 - 10:15 a.m.
Constitutional Limitations on State Taxation I - Darien Shanske
King Hall, Room 1001 (1st Floor)
10:15 - 10:30 a.m.
Morning Break
10:30 - 12:00 p.m.
Constitutional Limitations on State Taxation II - Darien Shanske
King Hall, Room 1001 (1st Floor)
12 - 1:15 p.m.
Lunch (lecture optional)
2024 New Laws, Cases, Rulings and Other Surprises! - Kathleen Wright
King Hall, Room 1001 (1st Floor)
1:15 - 2:45 p.m.
Overview of Income and Sales Tax I - Richard Pomp
King Hall, Room 1001 (1st Floor)
2:45 - 3:00 p.m.
Afternoon Break
3 - 4:30 p.m.
Overview of Income and Sales Tax II - Richard Pomp
King Hall, Room 1001 (1st Floor)
4:30 - 6:00 p.m.
Reception
King Hall Courtyard
Tuesday, June 10
8 - 8:30 a.m.
Continental Breakfast
King Hall, Room 1001 (1st Floor)
8:30 - 10:00 a.m.
Class Sessions
Advanced Income Tax Track
King Hall, Room 1001 (1st Floor)
Comprehensive Income Tax Track
King Hall, Room 1301 (1st Floor)
Multistate Sales & Use Tax Track
King Hall, Room 1303 (1st Floor)
10 - 10:15 a.m.
Morning Break
10:15 - 12:15 p.m.
Class Sessions
Advanced Income Tax Track
King Hall, Room 1001 (1st Floor)
Comprehensive Income Tax Track
King Hall, Room 1301 (1st Floor)
Multistate Sales and Use Tax Track
King Hall, Room 1303 (1st Floor)
12:15 - 1:30 p.m.
Lunch Talk: A Conversation About Tax Transparency with the OTA and the FTB, moderated by Tax Notes State
1:30 - 3:00 p.m.
Class Sessions
Advanced Income Tax Track
King Hall, Room 1001 (1st Floor)
Comprehensive Income Tax Track
King Hall, Room 1303 (1st Floor)
Multistate Sales and Use Tax Track
King Hall, Room 1301 (1st Floor)
3 - 3:15 p.m.
Afternoon Break
3:15 - 4:30 p.m.
Class Sessions
Advanced Income Tax Track
King Hall, Room 1001 (1st Floor)
Comprehensive Income Tax Track
King Hall, Room 1303 (1st Floor)
Multistate Sales and Use Tax Track
King Hall, Room 1301 (1st Floor)
Dinner on your own
Wednesday, June 11
8 - 8:30 a.m.
Continental Breakfast
8:30 - 10:00 a.m.
Class Sessions
Advanced Income Tax Track
King Hall, Room 1001 (1st Floor)
Comprehensive Income Tax Track
King Hall, Room 1303 (1st Floor)
Multistate Sales and Use Tax Track
King Hall, Room 1301 (1st Floor)
10 - 10:15 a.m.
Morning Break
10:15 - 12:15 p.m.
Class Sessions
Advanced Income Tax Track
King Hall, Room 1001 (1st Floor)
Comprehensive Income Tax Track
King Hall, Room 1303 (1st Floor)
Multistate Sales and Use Tax Track
King Hall, Room 1301 (1st Floor)
12:15 - 1:15 p.m.
Lunch Talk: Bruce Fort, MTC, Title TBD
King Hall, Room 1001 (1st Floor)
1:15 - 2:30 p.m.
Class Sessions
Advanced Income Tax Track
King Hall, Room 1001 (1st Floor)
Comprehensive Income Tax Track
King Hall, Room 1303 (1st Floor)
Multistate Sales and Use Tax Track
King Hall, Room 1301 (1st Floor)
2:30 - 2:45 p.m.
Afternoon Break
2:45 - 4:15 p.m.
Class Sessions
Advanced Income Tax Track
King Hall, Room 1001 (1st Floor)
Comprehensive Income Tax Track
King Hall, Room 1303 (1st Floor)
Multistate Sales and Use Tax Track
King Hall, Room 1301 (1st Floor)
4:30 - 6:30 p.m.
Dinner Reception
TBD
Thursday, June 12
8 - 8:30 a.m.
Continental Breakfast
8:30 - 10:00 a.m.
Class Sessions
Advanced Income Tax Track
King Hall, Room 1001 (1st Floor)
Comprehensive Income Tax Track
King Hall, Room 1303 (1st Floor)
Multistate Sales and Use Tax Track
King Hall, Room 1301 (1st Floor)
10 - 10:15 a.m.
Morning Break
10:15 - 12:15 p.m.
Class Sessions
Advanced Income Tax Track
King Hall, Room 1001 (1st Floor)
Comprehensive Income Tax Track
King Hall, Room 1303 (1st Floor)
Multistate Sales and Use Tax Track
King Hall, Room 1301 (1st Floor)
12:15 - 1:15 p.m.
Lunch Talk with UC Davis Law Professor Dennis J. Ventry, Jr.
Tax Strategies for Uncertain Outcomes: Navigating Risk, Compliance, and Professional Ethics
In these uncertain times, how should taxpayers—and their tax practitioners—approach tax planning, reporting, and compliance?
This CLE program provides a deep dive into tax reporting decisions amidst uncertainty, offering a structured expected-cost analysis to help taxpayers and their tax professionals navigate complex tax positions. The discussion will focus on “rationally aggressive” taxpayers weighing risk and potential reward alongside tax professionals guiding clients through today’s compliance landscape.
The program not only explores risk-based decisions in tax planning but also offers guidance on the ethical responsibilities of tax professionals. Moreover, with new case law shaping how reliance on professional advice is assessed, understanding the evolving rules of engagement has never been more important.