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Tax and Fee
Report

MAJOR TAXES AND FEES INTRODUCED IN THE CALIFORNIA LEGISLATURE

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Established in 1980 by the California Taxpayers Association, the California Tax Foundation is dedicated to promoting sound tax policy and government efficiency through research and education.

2023 California Tax Foundation Webinar Series

Join the California Tax Foundation for its 2023 webinar series. Each month attendees will hear from leading State and Local Tax experts in California on timely and engaging topics.


Participating meeting attendees may be eligible to receive one credit hour for California MCLE and/or CPE for each webinar attended. For your attendance to be eligible for continuing education credit, participation in the polls during the webinar is required. Joining with the call-in option will not allow you to participate in the polls to receive credit.  

Sales Tax Sourcing – Who Gets the Tax on That Valentine’s Day Gift?

February 14, 2023

6:00 PM

William Lasher (Specialist Executive, Deloitte), Joe Vinatieri (Partner, Bewley, Lassleben & Miller, LLP), Chris Schutz (Acting Chief Counsel, California Department of Tax and Fee Administration), and moderator Tobias Wolken (Legislative Aide, California Taxpayers Association) discuss origin-based vs. destination-based sales tax sourcing.

Common and Uncommon Sales Tax Audit Issues

March 7, 2023

6:00 PM

Moderator Joan Armenta-Roberts (Sales Tax Consultant, California Taxpayers Association) and expert panelists (to be announced soon) will discuss common and uncommon areas of dispute and a potential mitigation provision that could help taxpayers with an audit issue regarding self-help refunds and the statute of limitations.

Virtual Currency for Tangible Taxes – Are the Tax Agencies Ready?

April 11, 2023

5:00 PM

Moderator Faith Giordano (Legal Assistant, California Taxpayers Association) and expert panelists (to be announced soon) discuss issues surrounding the use of digital currency to pay taxes.

Taxing and Spending in California – The Gann Limit’s Role in the State Budget

May 9, 2023

5:00 PM

Moderator Tobias Wolken (Legislative Aide, California Taxpayers Association) and expert panelists (to be announced soon) discuss the California state budget and the “Gann Limit” – the voter-approved limitation on state and local spending when certain conditions are met.

Curb Appeal – An Update on Notable Property Tax Cases and the Appeals Process

June 20, 2023

5:00 PM

Moderator Peter Blocker (Vice President of Policy, California Taxpayers Association) and expert panelists (to be announced soon) discuss the process for appealing property assessments in California and provide an update on the outcome of recent property tax disputes.

Income Tax – News From the Franchise Tax Board

July 11, 2023

5:00 PM

Moderator Bart Baer (Chief Tax Counsel, California Taxpayers Association) and expert panelists (to be announced) discuss issues surrounding the Franchise Tax Board’s implementation of the state taxes on corporate and personal income.

Sales Tax and the California Department of Tax and Fee Administration

August 8, 2023

5:00 PM

Moderator Joan Armenta-Roberts (Sales Tax Consultant, California Taxpayers Association) and expert panelists (to be announced) talk about sales tax issues and the California Department of Tax and Fee Administration.

The Latest From the Office of Tax Appeals

September 12, 2023

5:00 PM

Moderator David Kline (Vice President of Communications and Research, California Taxpayers Association) and expert panelists (to be announced) delve into the Office of Tax Appeals and taxpayers’ rights during appeals.

Property Tax – A Field Report on Locally Assessed Properties

October 17, 2023

5:00 PM

Moderator David Kline (Vice President of Communications and Research, California Taxpayers Association), county assessors, and other expert panelists (to be announced) share the latest developments relating to the administration of county-assessed property taxes.

Local Taxes – Locals Get Creative as They Try to Increase Taxes

November 7, 2023

6:00 PM

Moderator Robert Gutierrez (President, California Taxpayers Association) and other expert panelists (to be announced) examine the creative methods local government officials are using to increase taxes on businesses and individuals.

Two Out of Three Ain’t Bad – A Year-End Update on the Battle Over the Two-Thirds Vote for Local Special Taxes

December 5, 2023

6:00 PM

Moderator Robert Gutierrez (President, California Taxpayers Association) and other expert panelists (to be announced) provide an update on California’s two-thirds vote requirement for local special taxes, including local governments’ efforts to get around the requirement and taxpayers’ efforts to stop them.

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