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California Practitioner Liaison Meetings and Seminars

If you live near a state line, please look for meetings in nearby cities of the bordering state.


Title: Annual International PICPA Conference

Date: June 24, 2017
Time: 1:00 p.m. - 5:00 p.m.
Location: Comfort Quality Inn & Suites (Near LAX), 4922 W. Century Blvd., Inglewood, CA 90304
Event Information: Annual International PIPCPA conference is held alternatively in Southern and Northern California. The event is held for 5 hours with speakers from EDD, FTB, BOA and IRS. Parking, location, lunch is TBD; however, last year they provided snacks and parking was free.
Registration: Contact: Roland Ditan, Phone: 415-205-0502, Email:  
Sponsored By: PICPA


Title: Annual Conference on Elder Abuse

Date: May 23, 2017
Time: 9:00 a.m. - 12:00 p.m.
Location: UC Hastings, 200 McAllister St., San Francisco, CA 94102
Event Information: Every May, LAS hosts an annual Conference on Elder Abuse, where we gather nearly 300 Bay Area professionals to hear presentations on the latest ways to combat elder abuse from a variety of professional perspectives. For the past six years we have held the event at UC Hastings and will be there again in 2017. Each Presenter puts together a roughly 75 minute presentation and leave 15 minutes for questions. We are open to single presenters or pairing presenters up on related topics. IRS will give an ID/Refund Theft and Data Breach presentation.
Registration: Contact: James Treggiari, Phone: 510-832-3040 ext. 302, E-mail:
Sponsored By: Legal Assistance for Seniors (LAS)

Title: Estate and Trust Planning Conference

Date: July 17 - 18, 2017
Time: 8:30 a.m. - 5:10 p.m.
Location: Golden Gate University, 536 Mission Street, San Francisco, CA 94105
Registration: More information and registration available on the CalCPA website.
Event Information: This two-day conference focuses on Estate and Trust Planning and is being offered as both a face-to-face event, as well as a live web simulcast.

Speakers include tax professional and IRS subject matter experts in collaborative presentations and discussions. Sessions will be taped and recordings will be offered to the conference participants.

Certificates of completion and related credit are being offered for CPAs, Enrolled Agents, Attorneys and Certified Financial Planners.

Any fees being charged are by the hosting organization and not the IRS.
Sponsored By: California Society of CPAs (CalCPA) Education Foundation


Title: 2017 IRS and San Jose State University Tax Institute (Thriving in the Digital Economy - Best Practices for Small Businesses and their Tax Advisers)

Date: June 22, 2017
Time: 8:00 a.m. - 4:00 p.m.
Location: Biltmore Hotel, 2151 Laurelwood Road, Santa Clara, CA 95054
Event Information: San Jose State University in partnership with the Internal Revenue Service are offering a full day of pertinent topics addressing tax issues for those practitioners who support the success of small businesses and entrepreneurs in the community. The focus of this 5th annual event is “best practices in shared economy and advising small business.” IRS and state tax agency employees, practitioners and university staff will be providing presentations and panel discussions on the following proposed topics (will select 6 topics):

  • Shared Economy
  • IRS Future State
  • Optimizing Business Deductions - Home office, depreciation, travel & transportation, etc.
  • Due Diligence in Serving Small Business Clients - Circular 230 and other rules of conduct
  • Sales Tax - Avoiding California and multi-state problems
  • Hiring Correctly and Avoiding Payroll, Non-tax Legal, and Classification Problems
  • Accounting Methods Requirements and Options for Small Businesses

CPA CPE, MCLE for California Attorneys and Continuing Education credit for Enrolled Agents and CTEC Registered Tax Preparers is being offered.

Lunch and light refreshments are included.

The fees charged are by the other sponsoring organizations and not the Internal Revenue Service.
Registration: For more information and to register for the event, please visit the Tax Institute website
Sponsored By: San Jose State University and State Bar of California and CSEA Chapters

Title: Recent Developments in Estate Tax

Date: November 17, 2017
Time: 12:00 p.m. - 1:00 p.m.
Location: Santa Clara Marriott, 2700 Mission College Boulevard, Santa Clara, CA 95054
Registration: Contact: Vivienne Antal; Phone: 510 907-5054; Email:
Event Information: The covered topic will be recent Developments in Estate Tax. It is a one hour presentation by IRS's Estate Tax Attorney. The event is at lunch time and parking is in the hotel. Lunch is paid by each member of the audience. Parking fees are TBD.
Sponsored By: Silicon Valley Bar Association

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Page Last Reviewed or Updated: 21-Apr-2017