Virtual

Annual Income Tax Seminar 2025

Date: July 25, 2025

Time: 8 a.m. – 1:45 p.m. PT

CPE: 6

Overview

Join us, for a power-packed day of expert insights on the latest tax regulations, IRS appeals, disaster-related tax issues, penalty changes, multi-state nexus challenges, and more. Designed for CPAs, tax attorneys, and financial professionals, this event will feature top industry speakers covering crucial updates like Circular 230 changes, disaster relief payments, first-time penalty abatements, and the evolving impact of Public Law 86-272. Plus, our "Ask the Experts" session will tackle hot topics like Form 1099-DA, BOI filing, and ERC audits.

The Annual Income Tax Seminar is a collaboration of CalCPA and the California Lawyers Association Taxation Section.

Please note, agenda and/or speakers are subject to change.

Product Code
1000004015
Credit Type
CPE: 6
Format
Virtual
Intended Audience
CPAs, attorneys, and other tax practitioners.
Level of Difficulty
Update

Learning Objectives

Gain insights into proposed and final regulations, including Circular 230 changes, IRS appeals processes, and alternative dispute resolution (ADR) options.

Learn best practices for documenting basis in audits, handling fire-related tax matters, protecting client records, and understanding qualified disaster relief payments.

Explore first-time and reasonable cause abatement, reliance on tax preparers, and recent OTA rulings affecting penalty relief.

Examine the impact of Public Law 86-272, filing requirements for out-of-state businesses, and strategies to avoid FTB notices.

Get expert insights on Form 1099-DA, BOI filing, ERC audits, and other evolving tax issues affecting practitioners.

Agenda

Welcome Remarks

Regulations: Proposed and Final
Gain clarity on recent regulatory developments, including proposed changes to Circular 230 and updates on IRS appeals jurisdiction and resolution strategies. This session explores critical IRS processes and alternative dispute resolution options impacting your clients and practice.
Speaker(s)
Arthur John Dellinger Jr.

Handling Disasters
This in-depth session addresses complex tax issues in the wake of California-specific disasters, including property audits, basis documentation, and disaster-related payments. Learn best practices for due diligence, handling GoFundMe and Code Section 139 payments, and ensuring continuity for your clients during disruption.
Speaker(s)
Topher Tuttle
Gerard H Schreiber Jr

Penalty Changes
Explore key changes in abatement policies, including First Time Abatement, Reasonable Cause, and evolving guidance around reliance on tax preparers. The session also addresses new issues in contractor classification and taxation of remote workers in California.
Speaker(s)
Noel Garcia-Rosenblum
Josh Booth

Lunch Break

Public Law 86-272 and Nexus Issues
Understand how PL 86-272 is being applied today and what may lie ahead. This session breaks down nexus-triggering activities, evolving filing requirements, and strategies to avoid unnecessary state tax notices.
Speaker(s)
Chris Parker
Ricky Martorana

Ask the Experts
Get practical guidance on pressing topics including the new Form 1099-DA, BOI filings, ERC administration, and energy-efficient home credits.
Speaker(s)
Josh Booth Melody S Thornton
Alisa Pinarbasi
Topher Tuttle

Faculty

Josh Booth

Specializes in providing California franchise and income tax benefit to taxpayers through each stage of structuring, planning, and controversy.Proficient in applying a depth of knowledge and creativity to each unique client’s footprint to maximize the benefits to their owners and shareholders.

More about Josh Booth

Arthur John Dellinger Jr.

Kip Dellinger is a senior tax partner at Kallman & Company, LLP, specializing in CPA tax practice regulation, malpractice, and tax controversy matters. He has served as an expert in several high-profile tax shelter malpractice cases and advises tax counsel in civil matters. A prolific writer and nationally recognized speaker, he has received multiple awards for excellence in tax education and publication. Dellinger served on the AICPA Tax Exec...

More about Arthur John Dellinger Jr.

Noel Garcia-Rosenblum

Ricky Martorana

Chris Parker

Chris began his tax career at California’s Franchise Tax Board (FTB) in 2004 and joined Moss Adams to lead the state and local tax controversy practice in 2015. He resolved Moss Adams’ first ever matter before California’s new Office of Tax Appeals, providing over $2.5 million in benefits to the clients. Chris has been involved in matters involving large and mid-size corporations at every level of administrative controversy.Additionally, Chris...

More about Chris Parker

Alisa Pinarbasi

Gerard H Schreiber Jr

Jerry Schreiber is a Partner in the local accounting firm of Schreiber & Schreiber. He received his BBA from Loyola University and is a member of the AICPA, SLCPA, and New Orleans Estate Planning Council. He is the 2019 recipient of the AICPA Special Recognition Award and the 2018 Arthur J. Dixon Award. The AICPA Special Recognition Award has only been given out 30 times since 1887 by the AICPA. The Arthur J. Dixon Award is the highest honor b...

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Melody S Thornton

Melody Thornton is a former CohnReznik (J.H. Cohn) partner with more than 20 years of experience in public accounting. As an expert in tax consulting for public and private sector companies, she has serviced a variety of domestic industries including technology, software, internet business solutions, biotechnology, light manufacturing, and distribution. For the past three years she has enjoyed focusing her energies helping individuals and busi...

More about Melody S Thornton

Topher Tuttle

Annual Income Tax Seminar 2025

Member

Nonmember

Overview

Product Code

Credit Type

Format

Intended Audience

Level of Difficulty

Learning Objectives

Agenda

8 – 8:01 a.m. PT

Welcome Remarks

8:01 – 9:15 a.m. PT

Regulations: Proposed and Final

Speaker(s)

9:15 – 10:55 a.m. PT

Handling Disasters

Speaker(s)

10:55 – 11:05 a.m. PT

Penalty Changes

Speaker(s)

11:55 a.m. – 12:30 p.m. PT

Lunch Break

12:30 – 1:20 p.m. PT

Public Law 86-272 and Nexus Issues

Speaker(s)

1:20 – 1:45 p.m. PT

Ask the Experts

Speaker(s)

Faculty