2019 PROGRAM SCHEDULE
State and Local Tax Update
(Brad Marsh, Greenberg Traurig – January 10)
Opportunity Fund Investments – Benefits and Requirements
(Julie Treppa, Farella Braun + Martel – February 14) (Handout)
What Is The Role of The Administrative Procedures Act in Tax Administration?
(James Creech, Law Offices of James Creech – March 7)
Challenging Clients and How to Manage Them
(Amy Spivey, Justice & Diversity Low Income Tax Clinic &
Vivian Ho, Chinese Newcomers Services Center, Low Income Tax Clinic – April 4)
Investment Banking. Let’s Make A Deal
(Garett Poston, Deloitte – May 2)
Tax Hot Topics [controversy & litigation]
(Barbara Doherty, Law Offices of Barbara Doherty – June 6)
State Income Taxation of Trusts. Kaestner, Wayfair and California Issues to Watch
(Kirsten Wolff, Sideman Bancroft – September 5)
The Gig Workforce – Tax Compliance and Tax Policy Considerations
(Annette Nellen, JD, CPA, San Jose State University – October 3)
Simple Agreements for Future Equity – How Safe Are Your SAFEs?
(Thomas A. Maier & Allen J. Latta, Futterman Dupree Dodd Croley Maier – November 7)
San Francisco Tax Club 